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HotelRM's avatar
HotelRM
Regular Visitor
9 years ago

Create LY Data Column Based on the Existing Filter Selected for TY

 

Let's start by saying this is my very first post in the forum - I'm very new to Power BI

 

To give you some background information, we use Fiscal Year with Financial Periods of 4 weeks, 4 weeks, 5 weeks cycles with yearly exceptions where a period which could be period 1 or 12 is a 6 weeks period every few years. Periods start on Sundays and end on Saturdays but (obviously) they don't start on the first day of the month nor they finish on the last date.

 

I created a CalendarTable as follows to be able to filter data by Year, Fical Period, Quarters, etc:

Calendar Table

I have a graph that shows that uses the following data an succesfully filters data using the above table:

 

DataTable

I would now like to create a Graph or a table that will display the daily data for LY's period as selected on a slicer, here's an example of part of the graphs currently displayed for Period 6 Year 2013:

 

 

So I would like to add to each date a BAR corresponding to each of the dates but for Period 6 in 2012.

 

Could anyone please shade some light? 

 

 

Need Help

14 Replies

  • v-ljerr-msft's avatar
    v-ljerr-msft
    Microsoft Employee
    9 years ago

    Hi HotelRM,

     

    According to your description above, the total days for different fiscal years may vary, right?

     

    If that is the case, you may need to calculate the total days between the same period last fiscal year and current fiscal year first, then you can use DATEADD function to calculate the daily data for LY's period. 

     

    The formula below to create a measure to calculate the daily data for LY's period is for your reference.:smileyhappy:

    LY's Room Sold =
VAR currentYear =
    MAX ( 'Date'[FiscalYear] )
VAR currentPeriod =
    MAX ( 'Date'[FiscalPeriod] )
VAR daysSinceLY =
    CALCULATE (
        COUNTROWS ( 'Date' ),
        FILTER (
            ALL ( 'Date' ),
            ( 'Date'[FiscalYear]
                = currentYear - 1
                && 'Date'[FiscalPeriod] >= currentPeriod )
                || ( 'Date'[FiscalYear] = currentYear
                && 'Date'[FiscalPeriod] < currentPeriod )
        )
    )
RETURN
    CALCULATE (
        SUM ( 'Data'[Room Sold] ),
        DATEADD ( 'Date'[Date], - daysSinceLY, DAY )
    )

     

    Regards

    • HotelRM's avatar
      HotelRM
      Regular Visitor
      9 years ago

      Hi v-ljerr-msft,

       

      Many thanks for your quick response and suggestion, your solution would be great for to calculate the exact rooms sold for the same number of dates but I need something much simpler which I haven't been able to achieve yet.

       

      All I need is to be able to get the rooms sold for the same period selected in the filter and for the "Previous Year" to the year currently selected in the filter. For example, if currenly my filter is on 2016 & Period 1 I would like to compare to rooms sold for Period 1 2015, regardless of how many weeks the period has in the different years.

       

       

      • Vvelarde's avatar
        Vvelarde
        Community Champion
        9 years ago

        HotelRM

         

        hi, you can use sameperiodlastyear()

         

        Example:

         

        SalesLY=Calculate(Sum(TableDemo[SalesColumn]),Sameperiodlastyear(CalendarTable[DateColumn]))