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GJUDGE's avatar
GJUDGE
Helper II
4 years ago
Solved

Comparing Periods in the same table

I am sure this is a fairly straightforward problem for most but I'm fairly new to Power BI and any help is appreciated!   I have a single table that compiles monthly reporting information. I want t...
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  • v-xiaotang's avatar
    v-xiaotang
    4 years ago

    Hi GJUDGE 

    You can use Edate() function to get last period, for example, 

    Last Period = 
    var _currentDate=MAX('table'[date])
    var _lastDate=EDATE(_currentDate,-1)
return 
    CALCULATE(SUM('table'[Output]),'table'[date]=_lastDate)

    Kindly note:  Edate() function has some limitations,

    If you can't use Edate() on some occasions, you can try this measure,

    Last Period = 
    var _maxDate=MAX('table'[date])
    var _lastDate=DATE(YEAR(_maxDate),MONTH(_maxDate)-1,1)
return 
    CALCULATE(SUM('table'[Output]),'table'[date]=_lastDate)

     

     

    Best Regards,

    Community Support Team _Tang

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

jppv20's avatar
jppv20
Solution Sage
4 years ago

hI GJUDGE ,

 

You can create this measure:

 
OutputDifference =
var Output = SUM('Table'[Output])
var OutputLastPeriod = CALCULATE(SUM('Table'[Output]),ALLEXCEPT('Table','Table'[Project]),PREVIOUSMONTH('Table'[Reporting Period]))

Return

Output-OutputLastPeriod
 
This will give the following result:

 

Jori

 

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GJUDGE's avatar
GJUDGE
Helper II
4 years ago

jppv20 This isn't quite giving me what I need (but I appreciate your help!). When I put the measure into matrix view I get the following, which appears to be summing all the output months. How can I adapt the measure to only show the change for the latest month? i.e. -10 for project A, 5 for project B and 0 for project C with a total of -5?

 

 

  • jppv20's avatar
    jppv20
    Solution Sage
    4 years ago

    GJUDGE Thanks for clarifying, I understand the issue better now. Do you need this to be solved in the measure? Otherwise you can add a date filter to select the month for which you want to see the change:

    Jori

     

    If I answered your question, please mark it as a solution to help other members find it more quickly.

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    • GJUDGE's avatar
      GJUDGE
      Helper II
      4 years ago

      jppv20 Thanks! If this can be built into the measure that would be best if you could advise?

      • jppv20's avatar
        jppv20
        Solution Sage
        4 years ago

        GJUDGE 

        In that case this measure should work:

        OutputDifference =
        var Output = CALCULATE(SUM('Table'[Output]),FILTER('Table','Table'[Reporting Period]=MAXX('Table','Table'[Reporting Period])))
        var OutputLastPeriod = CALCULATE(SUM('Table'[Output]),FILTER('Table',MONTH('Table'[Reporting Period])=MONTH(MAXX('Table','Table'[Reporting Period]))-1))

        Return

        Output-OutputLastPeriod

         

        Jori

         

        If I answered your question, please mark it as a solution to help other members find it more quickly.

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