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Jameswh91's avatar
Jameswh91
Icon for Helper III rankHelper III
4 years ago
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Last Year Sales calculation with custom dates

Hi, I'm looking to create a dax calculation that has last years financial ytd sales. I'm ideally looking for a formula that uses the start of the year as 1st May.   Many thanks in advance for any h...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Jameswh91 ,

     

    First create an independent yearmonth table as slicer.

     

    calendar = distinct('Table'[yearmonth])

     

    Then create a measure like below:

     

    custom_LYTD =
CALCULATE (
    SUM ( 'Table'[value] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        FORMAT ( EDATE ( 'Table'[date], 12 ), "YYYYMM" )
            >= SELECTEDVALUE ( 'calendar'[yearmonth] )
            && 'Table'[yearmonth] < SELECTEDVALUE ( 'calendar'[yearmonth] )
    )
)

     

    If I misunderstood your meaning, please share some sample data and expected result.

     

    Best Regards,

    Jay

     

     

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi Jameswh91 ,

 

First create an independent yearmonth table as slicer.

 

calendar = distinct('Table'[yearmonth])

 

Then create a measure like below:

 

custom_LYTD =
CALCULATE (
    SUM ( 'Table'[value] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        FORMAT ( EDATE ( 'Table'[date], 12 ), "YYYYMM" )
            >= SELECTEDVALUE ( 'calendar'[yearmonth] )
            && 'Table'[yearmonth] < SELECTEDVALUE ( 'calendar'[yearmonth] )
    )
)

 

If I misunderstood your meaning, please share some sample data and expected result.

 

Best Regards,

Jay