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Daniel23
Frequent Visitor

How to calcuate index of Accumulated measure

Hi,

I have a request to calculate the index between two years of an accumulated value, split by a dimension (here Product Group).

In the picture below, I have shown the original values (Top left), Index of the original values (bottom left), the accumulated values (Top Right).
The the highlighted table (Bottom Right) is the one I am seeking assistance with as this does not seem to work.

Daniel23_0-1665123071998.png

 

The measure for the accumulated value (Top Right table) is as below:

Daniel23_1-1665123388031.png

 

Now I need to create a measure that takes above measure and calculate this for year 2022 and year 2021 and do;

Index of Accumulated = ([Accumulated 2022] / [Accumulated 2021]) * 100

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Daniel23 , for this year vs last year, you should use date table and time intelligence

 

example last year

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))
last year MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))

 

 

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

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View solution in original post

2 REPLIES 2
Daniel23
Frequent Visitor

Hi @amitchandak,

Thanks for the suggestions. It was a little too "generic" for me, but it helped me in the direction 🙂 

Thanks!

amitchandak
Super User
Super User

@Daniel23 , for this year vs last year, you should use date table and time intelligence

 

example last year

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))
last year MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))

 

 

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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