Forum Discussion

Lino's avatar
Lino
Frequent Visitor
8 years ago
Solved

Current Year vs Previous Year

Hello everyone

 

I have a table that contains two fields:

 

  • Date
  • Amount

 

This table contains data of 2016, 2017 and 2018.

 

My scope is creating a measure called Amount PY using DAX. For each record I want to be able to see the amount of the previous year based on the record date.

 

For example, taking the following records:

 

DateAmountAmount PY
24.03.201614 
24.03.20172314
24.03.20182623

 

I found a workaround using Power Query, but I do not like it. I would like to find a way just importing a single table and calculate the Amount PY using DAX via custom measure.

 

Is there someone who knows how to do it?

 

Thanks

Lino

Need Help
  • CrisYan's avatar
    CrisYan
    8 years ago

    You must use SAMEPERIODLASTYEAR() instead of PREVIOUSUEAR(), because the last one returns ALL dates from the last year, and you need the same day shifted one year back (Using SAMEPERIODLASTYEAR()).

     

    Regards!

7 Replies

  • Johanno's avatar
    Johanno
    Continued Contributor
    8 years ago

    Hi, try: 

    PY = CALCULATE(SUM('Table1'[Amount]);PREVIOUSYEAR(Date[Date]))

    After testing I realize you first need a separate date table for this to work, e.g. New Table: Date = CALENDAR(DATE(2016;01;01);DATE(2018;12;31)). Then you can use the DAX above.

     

    • Lino's avatar
      Lino
      Frequent Visitor
      8 years ago

      Hello Johanno

       

      Thank you for the suggestion, but it does not work. 

       

      First Case

      Second Case

       

      In the First Case no value is showed, while in the Second Case it returns the total of the previous year basing on the year of the Date field.

       

      For each day of the Date field, it should return the Amount of the same day in the previous year.

       

      Regards

      Lino

      • CrisYan's avatar
        CrisYan
        Resolver III
        8 years ago

        You must use SAMEPERIODLASTYEAR() instead of PREVIOUSUEAR(), because the last one returns ALL dates from the last year, and you need the same day shifted one year back (Using SAMEPERIODLASTYEAR()).

         

        Regards!

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi,

    I have a list of 5 State Financial years ranging from 2013 to 2018. I am able to calculate difference between two consecutive years(2017,2018) and difference between current year 2018 with any previous year but not able to calculate difference for previous years like (2015,2017) or (2016, 2014)

    The DAX functions I used here are: YTD= Total YTD([Value], (Date), “6/30”)
    PYTD = Calculate([YTD], Datesbetween(Date), Date(2013,7,1), Date(2017,6,30)))

    Can someone assist me here? Thanks!