Forum Discussion
Create a calculated column for prior year
Let's say I have this table below
| Event | Year | Revenue |
Event A | 2020 | 10000 |
| Event A | 2021 | 8000 |
| Event A | 2022 | 11000 |
| Event A | 2024 | 5000 |
Notice that there is no revenue for 2023. I want to create a new calculated column called "Prior Year". The logic for the prior year column would be based on whether that prior year sales is blank or not. If the prior year sales is not blank then return that as the prior year, otherwise if it is blank then go back another year until a non blank year is found. So in the scenario above, the year 2024 shoud have 2022 as its prior year due to the fact that 2023 has no revenue. So my output table would look like below.
| Event | Year | Revenue | Prior Year |
| Event A | 2020 | 10000 | blank |
| Event A | 2021 | 8000 | 2020 |
| Event A | 2022 | 11000 | 2021 |
| Event A | 2024 | 5000 | 2022 |
How do I achieve this?
RingoMoon , Try using below method create a new calculated column, replace column and table name
Prior Year =
VAR CurrentYear = [EventYearRevenue]
VAR PriorYearRevenue =
CALCULATE(
MAX([EventYearRevenue]),
FILTER(
ALL('TableName'),
[EventYearRevenue] <> BLANK() && [EventYearRevenue] < CurrentYear
)
)
RETURN
IF(ISBLANK(PriorYearRevenue), BLANK(), PriorYearRevenue)This should do the trick
Prior Year = VAR _CurrentYear = SolutionAlex[Year] VAR _PriorYear = _CurrentYear - 1 VAR _FindYear = CALCULATE( MAX(SolutionAlex[Year]), SolutionAlex[Year] < _CurrentYear, NOT(ISBLANK(SolutionAlex[Revenue])) ) VAR _Value = CALCULATE(SUM(SolutionAlex[Revenue]), ALL(SolutionAlex), SolutionAlex[Year] = _FindYear) VAR _Result = IF( ISBLANK(_Value), BLANK(), _Value ) RETURN _FindYearIf you want the Prior Year, then return _FindYear as in my DAX, if you want the associated revenues, return _Result.
If it answers your query, please mark my reply as the solution. Thanks!
Don't forget to change the table name 'SolutionAlex' with your tableName
Hi RingoMoon ,
You can do it in Power Query or using dax.
Power Query:- Sort the table by event and by year
- Add the following column
try if #"Added Index"{[Index]-1}[Event] = [Event] then #"Added Index"{[Index]-1}[Revenue] else null otherwise nullDAX
Add the following column:
VAR temp_table = SUMMARIZECOLUMNS( 'Table'[Event], 'Table'[Year], 'Table'[Revenue] ) RETURN SELECTCOLUMNS( OFFSET( -1, temp_table, ORDERBY('Table'[Year]), , PARTITIONBY('Table'[Event]) ), 'Table'[Revenue] )
3 Replies
- Alex87Solution Sage
This should do the trick
Prior Year = VAR _CurrentYear = SolutionAlex[Year] VAR _PriorYear = _CurrentYear - 1 VAR _FindYear = CALCULATE( MAX(SolutionAlex[Year]), SolutionAlex[Year] < _CurrentYear, NOT(ISBLANK(SolutionAlex[Revenue])) ) VAR _Value = CALCULATE(SUM(SolutionAlex[Revenue]), ALL(SolutionAlex), SolutionAlex[Year] = _FindYear) VAR _Result = IF( ISBLANK(_Value), BLANK(), _Value ) RETURN _FindYearIf you want the Prior Year, then return _FindYear as in my DAX, if you want the associated revenues, return _Result.
If it answers your query, please mark my reply as the solution. Thanks!
Don't forget to change the table name 'SolutionAlex' with your tableName
- bhanu_gautamSuper User
RingoMoon , Try using below method create a new calculated column, replace column and table name
Prior Year =
VAR CurrentYear = [EventYearRevenue]
VAR PriorYearRevenue =
CALCULATE(
MAX([EventYearRevenue]),
FILTER(
ALL('TableName'),
[EventYearRevenue] <> BLANK() && [EventYearRevenue] < CurrentYear
)
)
RETURN
IF(ISBLANK(PriorYearRevenue), BLANK(), PriorYearRevenue) - MFelixSuper User
Hi RingoMoon ,
You can do it in Power Query or using dax.
Power Query:- Sort the table by event and by year
- Add the following column
try if #"Added Index"{[Index]-1}[Event] = [Event] then #"Added Index"{[Index]-1}[Revenue] else null otherwise nullDAX
Add the following column:
VAR temp_table = SUMMARIZECOLUMNS( 'Table'[Event], 'Table'[Year], 'Table'[Revenue] ) RETURN SELECTCOLUMNS( OFFSET( -1, temp_table, ORDERBY('Table'[Year]), , PARTITIONBY('Table'[Event]) ), 'Table'[Revenue] )