Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
wynhodgkiss
Helper III
Helper III

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
Helper III
Helper III

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
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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.

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.