How to Calculate Profit in current year vs previous year

[OsamaAhmed]

Hello Everyone, 

I am currently working on developing a dashboard, and I have been trying to calculate the Gross Profit for 2022( Jan-now) vs. the Gross Profit of 2021(Jan-Dec). I have used the following equations to get the right answers: GP 2021 = Calculate([GP Total], Value('Date'[Date]) = 2021), and so for 2022. But I want this to be dynamic. Meaning that when next year comes, the dashboard will show 2022 vs. 2023. I also tried using the Year function: YEAR(TODAY()), but I still hit a roadblock. Your help and guidance are much appreciated and thanks in advance. 

[Anonymous · Accepted solution]

Hi @OsamaAhmed ,

Please have a try.

Create a measure.

measure =
VAR _2021 =
    CALCULATE (
        SUM ( 'Date'[sales] ),
        FILTER ( ALL ( 'date' ), YEAR ( 'date'[date] ) = 2021 )
    )
VAR _2022 =
    CALCULATE (
        SUM ( 'Date'[sales] ),
        FILTER (
            ALL ( 'date' ),
            YEAR ( 'date'[date] ) = 2022
                && 'Date'[date] <= TODAY ()
        )
    )
RETURN
    IF (
        YEAR ( MAX ( 'Date'[date] ) ) = 2021,
        _2021,
        IF ( YEAR ( MAX ( 'Date'[date] ) ) = 2022, _2022, BLANK () )
    )

If I have misunderstood your meaning, please provide more details with your desired output and your pbix file without privacy information.

Best Regards

Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[OsamaAhmed]

Thank you @Anonymous, your answer has helped me achieving my desired output

[MahyarTF]

Hi,

if you have a column that included the Year in your data, just create the sum([GP Total]) measure and then use it in your visual with the Year column :

Appreciate your Kudos

[Jihwan_Kim]

Hi,

If you want to compare the current year's number (even if it is not a full complete year) VS. last full year's number, please try to use the below DAX function. One of ways to achieve this is to use PARALLELPERIOD function.

https://docs.microsoft.com/en-us/dax/parallelperiod-function-dax

I hope this helps to provide some ideas on how to create a solution for your dataset.