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coding
Frequent Visitor

DAX getting previous value (multiple columns)

Hi, 

 

I have a final table like this:

Year Month NameAccount NameContact Full NameValueValue PMDiff
2021-JanBTPeter9 9
2021-AugBTPeter87,890,11
2022-JanBTPeter97,531,47
2022-JanBTAlbert77,53-0,53
2022-AugBTPeter98,420,58
2022-AugBTAlbert68,42-2,42

 

and what I want to do is, getting the previous row value as shown below.
There are multiple columns "Year Month Name", "Account Name" and "Contact Full Name".


I want to get previous values according that columns. How can I handle this?


I created a measure that is working well just for Year Month Name (the [Value PM] values that I'm showing are fine if you put only the Year month Name column, but if I add the other two, the values ​​don't look correct, because they are the same values ​​for Year Month Name, is only considers the Year Month Name column), but I think I need to add the Account Name and Contact Full Name columns to the logic:

Value PM: 

 

 

 

 

CALCULATE (
    [Value],
    FILTER (
        ALL ( Table1 ),
       'Table1'[Date Key]
            = CALCULATE (
                MAX (   'Table1'[Date Key]),
                FILTER ( ALL ( 'Table1'  ),   'Table1'[Date Key]< SELECTEDVALUE (   'Table1'[Date Key] ) )
            )
    )
)

 

 

The Value measure is a simple average measure:

Value Measure = CALCULATE(
AVERAGE([Value]),
FILTER('Table1], 'Table1'[KPI] = "KPI 2")
)

 

Excepted output:

 

coding_1-1674637567567.png

 

 

 Thanks a lot !

1 ACCEPTED SOLUTION
v-jianboli-msft
Community Support
Community Support

Hi @coding ,

 

If you need calculated column:

Column =
VAR _a =
    CALCULATE (
        MAX ( 'Table'[Year Month Name] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] < EARLIER ( 'Table'[Year Month Name] )
        )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Value] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] = _a
        )
    )

Output:

vjianbolimsft_0-1674714184852.png

If you need measure:

Measure =
VAR _a =
    CALCULATE (
        MAX ( 'Table'[Year Month Name] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] < MAX ( 'Table'[Year Month Name] )
        )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Value] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] = _a
        )
    )

Output:

vjianbolimsft_1-1674714428411.png

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
Ashish_Mathur
Super User
Super User

Hi,

This calculated column formula works

Column = LOOKUPVALUE(Data[Value],Data[Year Month Name],CALCULATE(MAX(Data[Year Month Name]),FILTER(Data,Data[Contact Full Name]=EARLIER(Data[Contact Full Name])&&Data[Year Month Name]<EARLIER(Data[Year Month Name]))),Data[Contact Full Name],Data[Contact Full Name])

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-jianboli-msft
Community Support
Community Support

Hi @coding ,

 

If you need calculated column:

Column =
VAR _a =
    CALCULATE (
        MAX ( 'Table'[Year Month Name] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] < EARLIER ( 'Table'[Year Month Name] )
        )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Value] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] = _a
        )
    )

Output:

vjianbolimsft_0-1674714184852.png

If you need measure:

Measure =
VAR _a =
    CALCULATE (
        MAX ( 'Table'[Year Month Name] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] < MAX ( 'Table'[Year Month Name] )
        )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Value] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Account Name], 'Table'[Contact Full Name] ),
            [Year Month Name] = _a
        )
    )

Output:

vjianbolimsft_1-1674714428411.png

Best Regards,

Jianbo Li

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-jianboli-msft 

How do we group the above example under "Year Month  Name " field. I mean keep this field and exclude other fields. Is it possible to sum the values shown by Measure without losing the filter context. For eg Aug 2022 should show 9+7= 16 ?

amitchandak
Super User
Super User

@coding , Create a date using month year and join it with date of date table and then you can have measure like 

 

example measures

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

 

 

Or you can consider offset

Power BI Offset Compare Categories, Time Intelligence MOM, QOQ, and YOY: https://youtu.be/5YMlkDNGr0U

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