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Dlahey's avatar
Dlahey
Icon for Helper I rankHelper I
4 years ago
Solved

Custom Time Intelligence - Current Day in Month vs. Prior Months

I currently have weekly sales data refresh. I am looking to compare Week 1 of the month vs. prior Week 1's of all the prior months before that visually. In Week 2 I am looking to see a Cumulative sales for week1+2 vs. all prior Week 2 cumulative's of all the prior months. This would be the same for week 3 and week 4 as the data refreshes.

 

Is there custom coding that can allow me to do this? looking at MTD sales vs. Prior MTD using time intelligence does not provide the same outcome I am looking for.

 

thanks,

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  • lbendlin's avatar
    lbendlin
    4 years ago

    Yeah, sort of.  Keep in mind that this will be very wobbly at the beginning of the month.  Let's say

     

    July - starts on a Friday

    August - starts on a Monday

    September - starts on a Thursday

     

    Let's assume you only have transactions Monday through Friday.

     

    First 6 days:

    July: 4 working days

    Aug: 5 working days

    Sept: 4 working days

     

    I think you can see where this is going.  It becomes less of a problem the older a month gets.

5 Replies

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    4 years ago
    I am looking to compare Week 1 of the month vs. prior Week 1's of all the prior months

    Weeks and months are incompatible.

    • Dlahey's avatar
      Dlahey
      Icon for Helper I rankHelper I
      4 years ago

      How about days in month vs. same days in month vs. prior months?

       

      ie. Sep = 6 days, vs. Aug = first 6 days, vs. Jul = first 6 days.....

      • lbendlin's avatar
        lbendlin
        Icon for Super User rankSuper User
        4 years ago

        Yeah, sort of.  Keep in mind that this will be very wobbly at the beginning of the month.  Let's say

         

        July - starts on a Friday

        August - starts on a Monday

        September - starts on a Thursday

         

        Let's assume you only have transactions Monday through Friday.

         

        First 6 days:

        July: 4 working days

        Aug: 5 working days

        Sept: 4 working days

         

        I think you can see where this is going.  It becomes less of a problem the older a month gets.

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi Dlahey ,

     

    Based on your description, please try this measure.

    Measure = 
VAR _date = CALCULATE(MAX('FactSalesTable'[Date]),ALL('FactSalesTable'))
VAR _day = DAY(_date)
VAR _year = SELECTEDVALUE('Calendar'[Year])
VAR _month = SELECTEDVALUE('Calendar'[Month Number])
VAR _sales = CALCULATE(SUM('FactSalesTable'[Sales]),FILTER('Calendar','Calendar'[Date]>=DATE(_year,_month,1)&&'Calendar'[Date]<=DATE(_year,_month,_day)))
RETURN
_sales

    The PBIX file is attached for reference.

     

    Best Regards,
    Gao
    Community Support Team

     

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