Comparing this year YTD vs last year YTD

[Anonymous]

Hello helpful community!

I am struggeling with comparing the total sales of two years, YTD 2019 vs YTD 2018. My total sales measure seams to be completely fine, however, I can not get the data to show ytd 2019 compared to the same ytd 2018 period. I have tried almost every video suggestion on youtube and every post here in the forum, but without success.

In the pics below I have used the 'sameperiodlastyear' function. Anyone who can help me out?

Ps. 'totale omzet' = total sales, I adjusted the header in the table.

Kind regards,

Bas 

[Tejaswini_Dahat]

Hi there, 
I am using Sample Adventure Works data. Pls try using this measure & check the relationship between fact table & date table.

Let me know if this solves your query.

[Anonymous]

Thank you for your reply

The formula seems to be working fine and the dates seem to have the correct relationship (Datuminvoiced & Datum ISO). But when I put the formula into the table, it displays the warning: "cant't display the visual". Total sales is defined as: "sum(DATAINPUT_POWERBI_1_2019[omzet]) just like in th formula: "totalsalesPYYTD". On itself, it sums the revenue perfectly but when couples with the new measure it doesn't work for some reason.

[amitchandak]

Do you have continuous dates. In case some dates are missing sameperiodlastyear might not work fine

In such case you to have try formula like

On the Fly Change % = 
Var _last_year= (max('Date'[Date Filer]))-365
Var   _This_year=year(max('Date'[Date Filer]))
Var _min_last_year= (maxx('Date',STARTOFYEAR(DATEADD('Date'[Date Filer],-12,MONTH))))
Var   _min_This_year=year(max(STARTOFYEAR('Date'[Date Filer])))

Var _last_year_val= CALCULATE(sum(Sales[Sales Amount]),(Sales[Sales Date])<=_last_year && (Sales[Sales Date]) >=_min_last_year)
Var   _This_year_val =CALCULATE(sum(Sales[Sales Amount]),(Sales[Sales Date])<=_This_year && (Sales[Sales Date]) >=_min_This_year)
return
(_This_year_val-_last_year_val)/_last_year_val*100

[Tejaswini_Dahat]

Hi,
Can you pls try creating the relationship between those two columns using date column (of datatype date) instead of datekey column.

Thanks

[Anonymous]

Hi,

Can you show us the Table Schema. Also, Is Datum the Date Table?

[Anonymous]

Datum is indeed the date table.

[Anonymous]

Hi,

Instead of SAMEPERIODLASTYEAR(), Can you try using  DATEADD(Date[Date],-1,Year)

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂

[Anonymous]

Thank you for your reply. Still no success unfortunately, both the formulas don't seem to work properly. 

[Anonymous]

Okay just realized the bracket issue and I got the formula to work but the table doens't display the values I'd like to see.

[Anonymous]

Hi,

Can you share this PBIX

[Anonymous]

Unfortunately, due to company policy and sensitive data, I cannot and am not allowed to externally share the file.

[Anonymous]

Hi,

There is a Bracket issue. Include another Simple Bracket at the End

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂