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jdtobon88
Helper I
Helper I

Help me YoY based un filters

Cheers,

I have a Dashboard where I have a table with Reference, Quantity, Return and% Return (amount / return).

 

I require that if I select the filter (YEAR, MONTH) The amount only shows me the selected filter, but% devolution if I am able to obtain the value of the last 12 months, Example:

 

Filter November 2020

 

Quantity = quantity only November 2020

% Return =% return (Dec 2019 to October 2020)

 

Quantity belongs to the sales table, Return to the return table and both have a relationship with the Dimtime.

 

thanks

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@jdtobon88 try this for % return

Measure = 
VAR __date = MAX ( 'Calendar'[Date] )
VAR __startDate = EOMONTH ( __date, -12 ) + 1
VAR __endDate = EOMONTH ( __date, -1 )
RETURN 
CALCULATE ( [Your Measure], DATESBETWEEN ( 'Calendar'[Date], __startDate, __endDate ) 

Check out my latest blog post Year-2020, Pandemic, Power BI and beyond to get a summary of my favorite versions of Power BI features in 2020

I'd like to Compliments if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to congratulate anyone who has helped solve your problem. It's a show of thanks!

Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultation.



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View solution in original post

4 REPLIES 4
jdtobon88
Helper I
Helper I

finally this is the formula that worked for me, but based on yours, thank you very much .. I accept your solution

Accumulated Quantity ?
Var _StarDate = STARTOFMONTH(DATEADD(LASTDATE(DimTiempo[Fecha]),-12, MONTH))
Var _EndDate = EOMONTH(DATEADD(LASTDATE(DimTiempo[Fecha]),-1,Month),0)
Return
CALCULATE([Total Quantity], all (DimTiempo),DATESBETWEEN(DimTiempo[Date],_StarDate,_EndDate))
parry2k
Super User
Super User

@jdtobon88 send pbix file with the sample data, it is very hard to debug it just like this.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

jdtobon88
Helper I
Helper I

When selecting November 2020, the amount must be accumulated from November 2019 to October 2020.

but that was not the expected result. By putting only the month and the year, the new measure was not able to return a value in the table.

parry2k
Super User
Super User

@jdtobon88 try this for % return

Measure = 
VAR __date = MAX ( 'Calendar'[Date] )
VAR __startDate = EOMONTH ( __date, -12 ) + 1
VAR __endDate = EOMONTH ( __date, -1 )
RETURN 
CALCULATE ( [Your Measure], DATESBETWEEN ( 'Calendar'[Date], __startDate, __endDate ) 

Check out my latest blog post Year-2020, Pandemic, Power BI and beyond to get a summary of my favorite versions of Power BI features in 2020

I'd like to Compliments if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to congratulate anyone who has helped solve your problem. It's a show of thanks!

Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultation.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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