Forum Discussion
Last year ratio calculation
- 3 years ago
I have found a solution let me explain it to you,
When we want to bypass a slicer we will use all filter.CALCULATE([Inv.],All(GL_BALANCES),ALL(QP_REPORT_MAPPING) , GL_BALANCES[PERIOD_YEAR]=SELECTEDVALUE(GL_BALANCES[PERIOD_YEAR]),GL_BALANCES[PERIOD_NUM]=1)
,In such cases better to have a separate date/year period table with numeric year and period
This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),'Period'[Year]=max('Period'[Year]) && Period[Period]=max(Period[Period])))
Last year same Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),'Period'[Year]=max('Period'[Year])-1 && Period[Period]=max(Period[Period])))
But if you need this period vs last period
you need have period rank on YYYYPP
New column on Date/period Table
Period Rank = RANKX(all(Period),Period[year period],,ASC,Dense)
Measures
This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])))
Last Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])-1))
Let me clear scenrio, I am having GL balance , Period year as 2022,period_name as Jun-21-22 and I have put Period_name in slicer, when user select period I calculate period year from it as year = calculate (max(period_year),period_name=selected_period) it return me the year then what I do, I subtruct 1 from calculated year....
After that I pass that year to measure for calcualtion as above.
the issue is when user select from slicer it narrow downs the data to that period_selection only.
now pls help to cater the data from previous year on selection.
- amitchandak3 years agoSuper User
pwc_ananta , You need to have separate period /date table with sortable Year, Period, and Year Period(YYYYPP) and Year Period Rank
where Period Rank column is
Period Rank = RANKX(all(Period),Period[year period],,ASC,Dense)
This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])))
Last Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),Period[Period Rank]=max(Period[Period Rank])-1))This Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),'Period'[Year]=max('Period'[Year]) && Period[Period]=max(Period[Period])))
Last year same Period = CALCULATE(sum('Table'[Qty]), FILTER(ALL(Period),'Period'[Year]=max('Period'[Year])-1 && Period[Period]=max(Period[Period])))New column if needed
Period Day =datediff([Period Start date] , [Date],Day) +1
PTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank]) && [Period Day] <=max([Period Day])))
LPTD = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank])-1 && [Period Day] <=max([Period Day])))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- pwc_ananta3 years agoHelper I
I have found a solution let me explain it to you,
When we want to bypass a slicer we will use all filter.CALCULATE([Inv.],All(GL_BALANCES),ALL(QP_REPORT_MAPPING) , GL_BALANCES[PERIOD_YEAR]=SELECTEDVALUE(GL_BALANCES[PERIOD_YEAR]),GL_BALANCES[PERIOD_NUM]=1)