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wynhodgkiss
Advocate II
Advocate II

Date offset using Direct Query measures

I am working with a composite model consisting of a live connection to a PBI dataset & data in excel. In the PBI dataset there is a single measure "Sales" which then has numerous dimensions controlling it including measure type (£, units, etc), time aggregation (month, ytd, rolling quarter etc). The other dimensions required are month & territory.

What I need to create is a measure for sales per territory but with an offset, something like this:

 

Offset_Sales =  IF ( OR ( RepTable[T] = 1, RepTable[T] = 9),[PrevMonthSales],[CurrentMonthSales])

 

where PrevMonthSales is 

PrevMonth_Sales = CALCULATE ([Sales],PARALLELPERIOD(MonthTable[Month],-1,MONTH))
 
but that's not working for me in various permutations.
 
What I'm looking to create is below:
 
Screenshot 2023-06-12 191823.png
 
Any help would be much appreciated.
1 ACCEPTED SOLUTION

Hi, @wynhodgkiss 

 

You can try the following methods.

Offset_Sales = IF ( OR ( SELECTEDVALUE(RepTable[T])= 1, SELECTEDVALUE(RepTable[T]) = 9),[PrevMonthSales],[CurrentMonthSales])

OR 

Measure = IF ( SELECTEDVALUE(RepTable[T]) in {1,9} ,[PrevMonthSales],[CurrentMonthSales])

Both of these formulas work.

vzhangti_0-1687765214547.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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
wynhodgkiss
Advocate II
Advocate II

Perfect, thanks for your help

amitchandak
Super User
Super User

@wynhodgkiss , You need to have a date table to make it work. You can create that in power bi or at source.

 

PrevMonth_Sales = CALCULATE ([Sales],PARALLELPERIOD(Date[Date],-1,MONTH))

 

You need use the same date table in visual, measure and slicers/filters

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
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Hi, thanks for your reply but it's the offset that I'm struggling with not the previous or current month sales. I do have a dates table as suggested. The formula I am trying to make work is:

Offset_Sales =  IF ( OR ( RepTable[T] = 1, RepTable[T] = 9),[PrevMonthSales],[CurrentMonthSales])

Hi, @wynhodgkiss 

 

You can try the following methods.

Offset_Sales = IF ( OR ( SELECTEDVALUE(RepTable[T])= 1, SELECTEDVALUE(RepTable[T]) = 9),[PrevMonthSales],[CurrentMonthSales])

OR 

Measure = IF ( SELECTEDVALUE(RepTable[T]) in {1,9} ,[PrevMonthSales],[CurrentMonthSales])

Both of these formulas work.

vzhangti_0-1687765214547.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

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