Earlier Function

[amaniramahi]

Hi,

I have the following table

Product	Date	Qty	Previous Year Results
AAA	1/1/2017	5
BBB	1/1/2017	3
CCC	1/1/2017	3
AAA	1/3/2017	8
BBB	1/3/2017	4
CCC	1/3/2017	6
CCC	1/9/2017	7
AAA	1/1/2018	6
CCC	1/1/2018	7
BBB	1/3/2018	7
CCC	1/9/2018	8
AAA	1/1/2019	9
BBB	1/3/2019	6
CCC	1/9/2019	7

in "Previous Year Results" column, I wanted to calculate the sold qty for the same day in the previous year AND for the same product

When I type the following formula, it filters the dates

CACLCULATE(SUM(TABLE[QTY]),FILTER(TABLE,DATEADD(TABLE[DATE].[Date],1,YEAR)=EARLIER(TABLE[DATE].[Date])))

it works and sums the qty sold in the same date in previous year (regardless the product)

but When I add another filter with earlier value in Product type it gives me blank.

I need help

[az38 · Accepted solution]

@amaniramahi 

how exactly do you filter by product? show please full wrong sentence.

in the most common case it can look like

CACLCULATE(SUM(TABLE[QTY]),
FILTER(TABLE, 
DATEADD(TABLE[DATE].[Date],1,YEAR)=EARLIER(TABLE[DATE].[Date])
&&
TABLE[Product] = EARLIER(TABLE[Product])
)
)

[amitchandak · Accepted solution]

@amaniramahi , Try a new column like

sumx(filter(Table,Table[Product] =earlier(Table[Product]) && year(Table[Date]) = year(earlier(Table[Date]))-1),TABLE[QTY])

Measure

example with date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

refer blog -https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

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 :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

[amaniramahi]

@amitchandak  why should I filter only on YEAR? there are many dates within the same year 😞

[amaniramahi]

Thank you both, I worked for both solutions

[az38 · Accepted solution]

@amaniramahi 

how exactly do you filter by product? show please full wrong sentence.

in the most common case it can look like

CACLCULATE(SUM(TABLE[QTY]),
FILTER(TABLE, 
DATEADD(TABLE[DATE].[Date],1,YEAR)=EARLIER(TABLE[DATE].[Date])
&&
TABLE[Product] = EARLIER(TABLE[Product])
)
)

[amaniramahi]

Hi @az38 , I tried your formula, it gives me blank for all column 😞

[az38]

@amaniramahi 

maybe you need to clear all your context with ALL() function, like

CALCULATE(SUM(TABLE[QTY]),
FILTER(ALL(TABLE), 
DATEADD(TABLE[DATE].[Date],1,YEAR)=EARLIER(TABLE[DATE].[Date])
&&
TABLE[Product] = EARLIER(TABLE[Product])
)
)

otherwise, you have to check your data or provide us data example