Monthly amount based on the last date of the application

[DeEviloN]

Good day! Tell me how you can summarize the data for a month, based on the last date of his application?

I have the most recent date, for example 10/15/21, how can I sum all 10 months and compare with the previous month where the user was reported? for example - it was 10/15/21 and 08/02/2021, how to force the comparison of the amount for 10 months with the amount for 8 months?

[v-luwang-msft]

Hi @DeEviloN ，

Since your data is not regular, you cannot use dax sort to get to the last one. You need to add indexes via Power Query as an aid.

Step1, add index,then close and apply:

Step 2,try the measure ,to get last ereryday value:

lastsaleeverydate =
IF (
    CALCULATE (
        MAX ( 'Table'[Index] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Users] = MAX ( 'Table'[Users] )
                && 'Table'[Data] = MAX ( 'Table'[Data] )
        )
    )
        = MAX ( 'Table'[Index] ),
    MAX ( 'Table'[Sales] ),
    0
)

Output:

Then use the sumx to compare value:

sumx = SUMX(FILTER(ALL('Table'),'Table'[Users]=MAX('Table'[Users])&&'Table'[Data]<=MAX('Table'[Data])),'Table'[lastsaleeverydate])

You will get the sum value:

Did I answer your question? Mark my post as a solution!

Best Regards

Lucien

[DeEviloN]

 last date 

Users	Data	Sales
User1	1.8	270,00
User1	2.8	270,00
User1	2.8	4560,00
User1	2.8	540,00
User1	2.8	540,00
User1	2.8	1090,00
User1	2.8	5910,00
User1	10.10	660,00
User1	10.10	1080,00
User1	12.10	1260,00
User1	13.10	11220,00
User1	14.10	30,00
User1	15.10	60,00
User1	15.10	160,00
User1	15.10	180,00

[DeEviloN]

Users	Data	Sales
User1	1.8	270,00
User1	2.8	270,00
User1	2.8	4560,00
User1	2.8	540,00
User1	2.8	540,00
User1	2.8	1090,00
User1	2.8	5910,00
User1	10.10	660,00
User1	10.10	1080,00
User1	12.10	1260,00
User1	13.10	11220,00
User1	14.10	30,00
User1	15.10	60,00
User1	15.10	160,00
User1	15.10	180,00

[DeEviloN]

Sorry, corrected the text

Good day! Tell me how you can summarize the data for a month, based on the last date of his application?

I have the most recent date, for example 10/15/21, how to sum this 10 month and compare with the previous month where the user was reported? for example - it was 10/15/21 and 08/02/2021, how to force the comparison of the amount for 10 months with the amount for 8 months?

[amitchandak · Accepted solution]

@DeEviloN , Do you YTD from last date ?

example

YTD=
var _max = maxx(allselected('Table'),'Table'[date])
var _min = date(_max),1,1)

return
CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

Assumed you have date table or filer table[Date]

or

CALCULATE(sum('Table'[Qty]), FILTER(ALL('Table'),'Table'[Date] >=_min && 'Table'[Date] <= _max) )

or

CALCULATE(sum('Table'[Qty]), FILTER(('Date'),'Date'[Date] >=_min && 'Date'[Date] <= _max) )

[DeEviloN]

It still doesn't work, I wanted to compare based on the last month of delivery of the client's products and the previous month of his delivery to determine its category