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

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
Anonymous
Not applicable

Column that returns prior year value

Hi All, 

 

I am trying to add a column in to my table model that returns Prior Year amounts. Please see attached. For some reason my current formula is not working. Does anyone know how to solve for this issue?

 

Thanks,

PS1018PowerBI.PNG

8 REPLIES 8

Hi @Anonymous 


is your problem solved?
If I answered your question, please mark my post as solution, this will also help others.
Please give Kudos for support.

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


v-xicai
Community Support
Community Support

Hi @Anonymous ,

 

Your formula is correct, while the SAMEPERIODLASTYEAR function should be used in measure instead of calculated column, see the link: https://docs.microsoft.com/en-us/dax/sameperiodlastyear-function-dax.

 

If you need to get the prior year amounts using a calculated column, you may create columns like DAX below.

 

Year= 'HFM Extract lc' [Date]
 
Prior year amounts= CALCULATE(SUM('HFM Extract lc' [Amount]), FILTER('HFM Extract lc', 'HFM Extract lc'[Year]=EARLIER('HFM Extract lc'[Year])-1))

 

Best Regards,

Amy

 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Hi @v-xicai ,

 

When I plug in that formula no values are returned. Am I doing this correctly?

 

Thanks,

PS1018PowerBI.PNG

Hi @Anonymous 

 

Why don't you want to use a measure?

If the row context is transformed into a filter context by calculate, is filtering over each column?
Does the line from the previous year only differ in the date? or also e.g. in FX rate etc.

 

Regards,

Marcus

Dortmund - Germany
If I answered your question, please mark my post as solution, this will also help others.
Please give Kudos for support.

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


Anonymous
Not applicable

I am trying to calculate organic growth for a region and am not able to do this for a measure because it adds the local currencies of the countries together before multiplying by the FX rates to convert back to USD. Because of this I need to translate all the accounts for each country back to USD using the prior year FX rates and then sum the results, so that currencies aren't mixed. 

 

i.e. - I need  (Country 1 $'s*  PY FX rate) + (Country 2 $'s *PY FX rate) = Organic Dollars

 

The measure calculates the following  (Country 1 $'s +Country 2 $'s) *(Country 1 PY FX rate+Country 2 PY FX rate) = Incorrect

Hi,

that's the use case for SUMX.
Look at this.
https://docs.microsoft.com/en-us/dax/sumx-function-dax

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


Hi @Anonymous ,

 

you have to create a Measure.

 

Look at this.

https://www.sqlbi.com/articles/calculated-columns-and-measures-in-dax/

 

Remember, you compute the ratio of the sums, not the sum of the ratio.

 

Regards,

Marcus

Dortmund - Germany
If I answered your question, please mark my post as solution, this will also help others.
Please give Kudos for support.

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


amitchandak
Super User
Super User

This one should be created as measure.

I use following

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date])))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year)))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year))))
last year measure =CALCULATE(SUM(Sales[Sales Amount]),(dateadd('Date'[Date],-1,Year)))

Helpful resources

Announcements
July 2024 Power BI Update

Power BI Monthly Update - July 2024

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

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

Top Solution Authors