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Joseph_Hchaime
Helper III
Helper III

Dynamic Calculation: Sum of ALL previous years vs Sum of CURRENT YEAR

Hi,

 

I have a table with dates and an amount column. 

 

I want to create a dax measure that shows me the following: 

 

1) Measure One: Previous Years = Sum of Amount for ALL dates before current year
2) Measure 2: Current Year = Sum of Amount for ALL dates FOR the current year. 

 

I want it to be dynamic so next year, the currennt year will become previous year. etc

 

I THINK i have it covered for current year, (calculated YTD) but I can't find the function for summing up ALL previous years not just the most recent one. 

 

 

1 ACCEPTED SOLUTION
nvprasad
Solution Sage
Solution Sage

Hi Joseph,

 

Please try below DAX

 

CurrentYearSales/AllpreviousYearSales = 

Var CurrentYearStartDate = DATE(YEAR(TODAY()),1,1)
Var AllPrevisousYearsSales = CALCULATE([Sales Amount],'Date'[Date]<CurrentYearStartDate)
Var CurrentYearSales = CALCULATE([Sales Amount],'Date'[Date]>=CurrentYearStartDate)
RETURN DIVIDE(CurrentYearSales,AllPrevisousYearsSales,0)

Appreciate a Kudos! ‌‌
If this helps and resolves the issue, please mark it as a Solution! ‌‌

Regards,
N V Durga Prasad

 

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos.
Follow me on LinkedIn.

View solution in original post

1 REPLY 1
nvprasad
Solution Sage
Solution Sage

Hi Joseph,

 

Please try below DAX

 

CurrentYearSales/AllpreviousYearSales = 

Var CurrentYearStartDate = DATE(YEAR(TODAY()),1,1)
Var AllPrevisousYearsSales = CALCULATE([Sales Amount],'Date'[Date]<CurrentYearStartDate)
Var CurrentYearSales = CALCULATE([Sales Amount],'Date'[Date]>=CurrentYearStartDate)
RETURN DIVIDE(CurrentYearSales,AllPrevisousYearsSales,0)

Appreciate a Kudos! ‌‌
If this helps and resolves the issue, please mark it as a Solution! ‌‌

Regards,
N V Durga Prasad

 

 

Did I answer your question? Mark my post as a solution! Appreciate your Kudos.
Follow me on LinkedIn.

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