Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
SushiSashimi1
Frequent Visitor

Breakdown the YTD sales into monthly by item

Hi there

Can anyone help me to figure out the best way to calculate monthly sales per item if all I have is the Year to Date Sales which is cumulative? 

For example: Assuming the Year starts on Jan 21, so on Jan-21 the sales for Item A will be $10000, in Feb 21 the sales for Item A will be $500.

Period    Item Name    Year to Date Sales

Jan-21   A            $10,000.00

Jan-21   B            $2,000.00

Jan-21   C            $0.00

Jan-21   D            $500.00

Jan-21   E            $1,002.00

Jan-21   F            $999.00

Jan-21   G            $100.00

Jan-21   H            $150.00

Jan-21   I             $599.00

Jan-21   J             $3,092.00

Feb-21  A            $10,500.00

Feb-21  B            $2,500.00

Feb-21  C            $500.00

Feb-21  D            $1,000.00

Feb-21  E            $1,502.00

Feb-21  F            $1,499.00

Feb-21  G            $600.00

Feb-21  H            $650.00

Feb-21  I             $1,099.00

Feb-21  J             $3,592.00

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@SushiSashimi1 , Create date  column with help from month year

 

Date = Datevalue("01-"&[Period])

 

Then a new column

=

var _date = eomonth([Date],-1)

return

sumx(filter(Table, [Item Name] = earlier([Item Name])  && eomonth([Date],0) = _date) ,  [Year to Date Sales]) -[Year to Date Sales]

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@SushiSashimi1 , Create date  column with help from month year

 

Date = Datevalue("01-"&[Period])

 

Then a new column

=

var _date = eomonth([Date],-1)

return

sumx(filter(Table, [Item Name] = earlier([Item Name])  && eomonth([Date],0) = _date) ,  [Year to Date Sales]) -[Year to Date Sales]

Helpful resources

Announcements
LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.