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CMOLINA
Frequent Visitor
Partially syndicated - Outbound

Compare Year with Numer or Date

hello, I need your help:

I have this Calculated Field: 

  • CALCULATE(Sales[Sales USD],FILTER('CALENDAR', 'CALENDAR'[Year]=2022))
CMOLINA_0-1665541853723.png this is OK

 

but when I change for that:
  • Sales CY =
  • var CY=  year(LASTDATE('CALENDAR'[Date]))
  • Return
  • CALCULATE(Sales[Sales USD],FILTER('CALENDAR', 'CALENDAR'[Year]=CY))

CMOLINA_1-1665541945846.png I need only the sales for the current year

 

Why PBi doing this? What is the correct solution? 😞

Thanks Team

1 ACCEPTED SOLUTION
lukiz84
Memorable Member
Memorable Member

Syndicated - Outbound

LASTDATE is calculated per row so for example in the row with 2021-10 the last year is 2021. To make it work the way you want it you have to write it like this:

 

Sales CY = 
   var CY = CALCULATE(
      YEAR(LASTDATE('Calendar'[Date])),
      ALL(Calendar)
   )
   RETURN
      CALCULATE(
         SUM(Sales[Sales USD]),
         Calendar[Year] = CY
      )
   

View solution in original post

2 REPLIES 2
lukiz84
Memorable Member
Memorable Member

Syndicated - Outbound

LASTDATE is calculated per row so for example in the row with 2021-10 the last year is 2021. To make it work the way you want it you have to write it like this:

 

Sales CY = 
   var CY = CALCULATE(
      YEAR(LASTDATE('Calendar'[Date])),
      ALL(Calendar)
   )
   RETURN
      CALCULATE(
         SUM(Sales[Sales USD]),
         Calendar[Year] = CY
      )
   
Ashish_Mathur
Super User
Super User

Syndicated - Outbound

Hi,

Assuming you already have a Date column in your Data Table, create a Calendar Table with calculated column formulas for Year, Month name and Month number.  Sort the Month name column by the Month number column.  Create a relationship (Many to One and Single) from the Date column of your Data Table to the Date column of the Calendar Table.  Create a slicer of Year (dragged from the Calendar Table) and select 2022.  Write this measure

Total sales = sum(Sales[Sales USD])

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
avatar user

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