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bilalkhokar73's avatar
bilalkhokar73
Helper IV
5 years ago
Solved

Dynamic Measure(Year Till date)

In clustered Graph I want to display a single measure which will show me sales of 2019 ,2020 & 2021.
here I need sales till date this year , till date last year and till date last to last year so That I can compare my sales.

today's date is -04june2021 so i need sales 1 jan to 4june 2019 , 1 jan to 4 june 2020 and 1 jan to 4 june 2021.
I tried with same period formula but it is giving me full year sales of previous year
I have date table and my transaction table has entry from 2019 to till date.

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  • Fowmy's avatar
    Fowmy
    5 years ago

    bilalkhokar73 

    Can you try it:

    MEASUREYEARTILL  = 

VAR __lastsalesdate = CALCULATE(MAX(sales[datei] ),REMOVEFILTERS())
VAR day1 = DAY(__lastsalesdate)
VAR MONTH1 = MONTH(__lastsalesdate)
VAR __filterdate = DATE(MAX (tm_date[year_id]), MONTH1, day1 )
RETURN
	CALCULATE (
		SUM(sales[amt]),
		tm_date[Date] <= __filterdate,
		REMOVEFILTERS ( tm_date),
		VALUES (tm_date[year_id] )
)

     

8 Replies

  • Fowmy's avatar
    Fowmy
    Super User
    5 years ago

    bilalkhokar73 

    You are on the right track with the SAMEPERIODLASTYEAR function. but you need to insert a date filter on the reports and filter the data range from 1/1/2021 to 14/1/2021.

    Let me know if this helps.



    • bilalkhokar73's avatar
      bilalkhokar73
      Helper IV
      5 years ago

      I use this, in my date tabel i have netry from 2019 to till date as my transaction data is from 2019

      Salessameperdiod way2 =
      VAR DataMaxDate =
      CALCULATE ( MAX (tm_date[Date]), ALL ( Sales[datei] ) )
      RETURN
      CALCULATE (
      [YTD2021],
      SAMEPERIODLASTYEAR (
      INTERSECT (
      VALUES ( tm_date[Date]),
      DATESBETWEEN ( tm_date[Date], BLANK (), DataMaxDate )))) 

       

      and for 

      YTD2021 = TOTALYTD(SUM(sales[amt]),tm_date[Date])
      but this one givign me full year sales of 2019,2020 which is wrong 

      but I need 2019 sales from 1st jan to 04june 2019 , 1st jan to 04june 2020jan to 04june 2021, i need one dynamic filter so i can put in graph and compare 2019 till date, 2020 till date ,2021 till date

      • Fowmy's avatar
        Fowmy
        Super User
        5 years ago

        bilalkhokar73 

        So you want to show sales by year but on each year, the amount should be shown only from 1st Jan to the date and month of the lastest year date and month. create the following formula, make sure you have all required columns are there in your dates table, add the years and the total sales and this measure to the visual and check.

         

        Salessameperdiod  =

VAR __lastsalesdate =
    CALCULATE ( MAX ( Sales[datei] ), REMOVEFILTERS () )
VAR __day =  DAY ( __lastsalesdate )
VAR __month = MONTH ( __lastsalesdate )
VAR __filterdate = DATE ( MAX ( tm_date[Year] ), __month, __day )
RETURN
    CALCULATE (
        SUM(sales[amt]),
        tm_date[Date] <= __filterdate,
        REMOVEFILTERS ( tm_date),
        VALUES ( tm_date[Year] )
    )

         

         



  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    5 years ago

    Hi,

    Ensure that you have a Calendar Table with a relationship from the Date column of your Sales table to the Date column of your Calendar Table.  The last date on the Calendar Table should be dynamic enough to go up until the last date in your Sales data table.  In the Calendar Table, write a calculated column formula to extract the Year.  To your visual, drag the Year from the Calendar Table.  Write these measures

    Revenue = sum(Data[Sales])

    Revenue YTD = calculate([revenue],datesytd(calendar[date],"31/12"))