Calculation for dynamic target based on hystorical data

[Ritaf]

Hi ,

I am trying to calculate dynamicly a target of some percentage of economy rate for purchase managers. For this calculation i am trying to get the monthly purchase sum, the part of this sum from year's total purchace and an averge monthly percent by years (excluding current year, because it is not comlpete).

For calculate an nomthly purchase sum ia used an dax formula :

CALCULATE([sumPurchase$],ALLEXCEPT(dimDate,dimDate[monthYear]),FILTER(dimDate,[year]<>[this year])) and it seem working

For yearly total i triying :

full_year_purchase = CALCULATE([[sumPurchase$],ALLEXCEPT(dimDate,dimDate[year])),

the problem is that it calculates the sum of all years and not year by year, how can i solve it? And how can a imake all this calculates without slicers effect? I just want to put an target in percent of purchase and to know on every day what my Execution rate
 based on hystory of all years exclude current.

Thanks a lot , Rita

[Ritaf · Accepted solution]

unfortinately this isn't working, "this year" is not an issue, the problem is thtat the measure not calculating an year's sum , it isshowing me an monthly sum. I attached i picture 

[amitchandak]

Will less than current year will not work for you

CALCULATE([sumPurchase$],FILTER(dimDate,[year]<[this year]))

Or
CALCULATE([sumPurchase$],dimDate[year]<[this year])

I am assuming This Year is calculated as Var in formula

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

[Ritaf · Accepted solution]

unfortinately this isn't working, "this year" is not an issue, the problem is thtat the measure not calculating an year's sum , it isshowing me an monthly sum. I attached i picture 

[amitchandak · Accepted solution]

Do you need that year sales

Year Sales = CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer])))

This Will not give for this year(Incomplete year)

Year Sales = 
Var _this_year = year(TODAY())
return
 CALCULATE(TOTALYTD(sum(Sales[Sales Amount]),ENDOFYEAR('Date'[Date Filer]),ABS(year(Sales[Sales Date]) <> _this_year)))

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case it does not help, please provide additional information and mark me with @
Thanks.

[Ritaf]

Thanks a lot it is working!!! could ypu explain me a logic of this solition step by step?