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GoingIncognito
Advocate III
Advocate III

How to accomplish Current value - last month but with year-month-axis?

Hi.

I know how to commence simple: sum(foo)-calculate(sum(foo), previousmonth(date)).
But the problem is the axis doesn't use dates but simple year-month, e.g. 2020-08. How do I accomplish this quite simple task?

 

Thanks a bunch!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@GoingIncognito , Two ways, Create a date using this or create a rank on this (in both case make sure you use separate date/period table

Columns

Date = date(left([year-month],4), right([year-month],2),1)

Month  Rank = rankx(all('Date'),'Date'[year-month],,asc)


This Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])))
Last Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])-1))

 

//With Date and time intelligence

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
this month =MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value = CALCULATE(sum(''Table''[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

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 :radacad sqlbi My Video Series Appreciate your Kudos.

 

Please provide your feedback comments and advice for new videos
Tutorial Series Dax Vs SQL Direct Query PBI Tips
Appreciate your Kudos.

 

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@GoingIncognito , Two ways, Create a date using this or create a rank on this (in both case make sure you use separate date/period table

Columns

Date = date(left([year-month],4), right([year-month],2),1)

Month  Rank = rankx(all('Date'),'Date'[year-month],,asc)


This Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])))
Last Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])-1))

 

//With Date and time intelligence

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
this month =MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value = CALCULATE(sum(''Table''[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

 

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 :radacad sqlbi My Video Series Appreciate your Kudos.

 

Please provide your feedback comments and advice for new videos
Tutorial Series Dax Vs SQL Direct Query PBI Tips
Appreciate your Kudos.

 

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