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JoshSHardscape's avatar
JoshSHardscape
Helper I
8 years ago
Solved

Comparing Last Year Sales Values

Hi all,   Been working for the last day or so on producing some projection/tracking reports for sales. I've managed to get most rows of the matrix calculating what I want but am getting stuck when ...
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  • Floriankx's avatar
    Floriankx
    8 years ago

    Hello,

     

    please provide us the formula how you calculated SumLYLineValue.

     

    Did you use Sameperiodlastyear or DateAdd(DateTable;-1;Year)?

Floriankx's avatar
Floriankx
Solution Sage
8 years ago

So just to be sure.

 

Year, Month and FYear are all in your DateTable.

SumLYLineValue:=Calculate(SumLineValue;Sameperiodlastyear(DateTable[Date]))

The Date columns are related and your DateTable is contigous.

 

 

Your raw data isn't limited. For example data for Fiscal Year 2016/2017 are filtered or similar?

Did you select different periods?

 

JoshSHardscape's avatar
JoshSHardscape
Helper I
8 years ago

Yes all that is correct, I'll try starting fresh with just the data as it's getting a bit messy with the amount of relationships floating arond now. Hopefully the clean slate helps!

  • Floriankx's avatar
    Floriankx
    Solution Sage
    8 years ago

    Can you remove months so just to compare the years?

  • JoshSHardscape's avatar
    JoshSHardscape
    Helper I
    8 years ago

    Hi,

     

    I've ended up starting again and doing some of the links from scratch, this has resulted in me actually ending up with the matrix successfully showing the last year value as intended! Unfortunately it now seems that the target part isn't linking into the matrix as intended. I won't trouble with more questions on it as I feel I am making progress  but thanks so much for your help getting through the original issue!