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eburg's avatar
eburg
Frequent Visitor
5 years ago

Comparing Against Prior Fiscal Period

Hello, 

 

I'm trying to calculate something rather simple. I want to compare my current Fiscal Period sales versus previous same Fiscal Period last year. So like Period 1 2021 versus Period 1 2020. I was trying to get SAMEPERIODLASTYEAR to work but I think it's struggling with the way by calendar table is set up. 

 

You can see the sales table and calendar table below. The Date field in both are linked in the data model. My measure to calculate current period sales all functions properly. I just can't figure out how to calculate prior year fiscal period. Thanks, 

 

 

Need Help

3 Replies

  • pfarahani's avatar
    pfarahani
    Helper II
    5 years ago

    Try something like this:

     

    For mine, I Added an additional date column to my table which subtracts the current date by one year:

    PY Date = DATE(YEAR(Dates[Date])-1,MONTH(Dates[Date]),DAY(Dates[Date]))

    Then used the following DAX to return the sales amount from the previous year:
     
    Total Value Previous Year =
    CALCULATE (
    [Total Sales],
    FILTER (
    ALL ( Dates ),
    Dates[Year] = MAX ( Dates[Year])-1
    && Dates[Date] <= MAX ( Dates[PY Date] )
    ))
  • eburg's avatar
    eburg
    Frequent Visitor
    5 years ago

    Okay I could try that. It's sort of a workaround for the problem but might work for now. Thanks, 

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi eburg 

    Has your problem been solved ? If no, please provide your sample and the result you want .

    If it has been solved, provide your method for the problem then consider Accept it as the solution to help the other members find it more quickly.

     

    Best Regards

    Community Support Team _ Ailsa Tao