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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Last Year Total in Matrix

Hi,

 

I have used Matrix to have a YTD reporting in my PBI report and it is great to see the current year total can be easily displayed.

 

My question is, if my data set is like below in the second pic. How can I add an extra column right next to the current year total to show last year's total. 

 

 

 

 

 

  • Hi, Anonymous 

     

    You may remove 'Month' from 'Column'. Here is the result.

     

    Best Regards

    Allan

     

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

10 Replies

  • Anonymous why you want a column for LY if the same can be achieved using Measure and which is the recommended way.

    • Anonymous's avatar
      Anonymous
      Not applicable

      The "column" I mean to create one to display LY total which can show up right next to the total in column in the first snip.

       

  • Anonymous Do you have a date dimension in your model? i

    • Anonymous's avatar
      Anonymous
      Not applicable

      Yes like below.

       

       

       

       

  • Anonymous so it should be simple measure like this:

     

    LY  = CALCULATE ( SUM ( Table[Amount] ), DATEADD ( DimDate[Date], -1, YEAR ) )

     

    in table visual, drop date from date dimension and LY and TY measures and you will get the result.

     

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    • Anonymous's avatar
      Anonymous
      Not applicable

      I have tried this way however it gives me extra things which I don't really need as you can see below (1) LY comparison for every month (2) "LYSP 000's" has include all year data to compare a YTD data

       

       

       

       

      • amitchandak's avatar
        amitchandak
        Icon for Super User rankSuper User

        Anonymous , Try a new column like

        LY =
        var _type = ([Type])
        var _dt = [Date]
        return
        sumx(filter(Table, [Type] =_type && [Date] = date(year(_dt)-1, month(_dt), day(_dt))),[TY])

  • v-alq-msft's avatar
    v-alq-msft
    Icon for Community Support rankCommunity Support

    Hi, Anonymous 

     

    Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

    Table:

     

    You may create two measures as below.

    Current cumulative = 
    var m = SELECTEDVALUE('Table'[MonthNum],12)
    return
    CALCULATE(
        SUM('Table'[Value]),
        FILTER(
            ALLEXCEPT('Table','Table'[Type]),
            YEAR([Date])=YEAR(TODAY())&&
            'Table'[MonthNum]<=m
        )
    )

     

    Last cumulative = 
    var m = SELECTEDVALUE('Table'[MonthNum],12)
    return
    CALCULATE(
        SUM('Table'[Value]),
        FILTER(
            ALLEXCEPT('Table','Table'[Type]),
            YEAR([Date])=YEAR(TODAY())-1&&
            'Table'[MonthNum]<=m
        )
    )

     

    Result:

     

    Best Regards

    Allan

     

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

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks for your help. Just wonder if there's a way to just show the total for the whole year and not each month?

      • v-alq-msft's avatar
        v-alq-msft
        Icon for Community Support rankCommunity Support

        Hi, Anonymous 

         

        You may remove 'Month' from 'Column'. Here is the result.

         

        Best Regards

        Allan

         

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