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DiKi-I's avatar
DiKi-I
Post Partisan
1 year ago
Solved

Need help with DAX

hi,

I'm bringing data from sap using direct query. I have view which already has fiscal year and fiscal period. The fiscal year follows sap calendar and there fiscal year starts on 2nd thursday of may or 3 thursday. I'm not fully sure but it follows sap calendar and my table already has calendar date, fiscal year and period as whole number. I need help how i should create time intelligence calculation like fytd, last 3 months and so. Also since its is in direct query, I'm not able to creatand calculated column on the table.

Need Help

13 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi DiKi-I,

    Thank you for reaching out to the Microsoft Fabric Forum Community.

    I will suggest to have separate date table in the data model for better results.

    Try this dax measures.

    FYTD Sales =
    CALCULATE(
    SUM('FactTable'[Sales]),
    FILTER(
    ALL('FactTable'),
    'FactTable'[FiscalYear] = MAX('FactTable'[FiscalYear])
    && 'FactTable'[Date] <= MAX('FactTable'[Date])
    )
    )


    Sales Last 3 Periods =
    VAR CurrentFY = MAX('FactTable'[FiscalYear])
    VAR CurrentFP = MAX('FactTable'[FiscalPeriod])

    RETURN
    CALCULATE(
    SUM('FactTable'[Sales]),
    FILTER(
    ALL('FactTable'),
    'FactTable'[FiscalYear] = CurrentFY &&
    'FactTable'[FiscalPeriod] >= CurrentFP - 2 &&
    'FactTable'[FiscalPeriod] <= CurrentFP
    )
    )


    Sales Last 3 Months =
    VAR MaxDate = MAX('FactTable'[Date])
    VAR FromDate = EDATE(MaxDate, -2)

    RETURN
    CALCULATE(
    SUM('FactTable'[Sales]),
    FILTER(
    ALL('FactTable'),
    'FactTable'[Date] >= FromDate &&
    'FactTable'[Date] <= MaxDate
    )
    )


    Best regards,
    Prasanna Kumar

    • DiKi-I's avatar
      DiKi-I
      Post Partisan
      1 year ago

      my sap period has data like this 2015001, 2015002..... 2015012 .
      How I can move back to last 2 period, suppose I'm on 2025001 which is max period. What would be the dax to fetch 2025001, 2024012, and 2024011

      • lbendlin's avatar
        lbendlin
        Super User
        1 year ago

        convert your SAP periods into usable dates

         

        2015001 would need to be mapped to 2015-01-01  etc. 

         

        Then you can use EDATE([Date],-2)

  • lbendlin's avatar
    lbendlin
    Super User
    1 year ago

    Does your semantic model have a calendar table that is clearly reflecting these custom fiscal periods?  You will need to create your own time intelligence measures.

    • DiKi-I's avatar
      DiKi-I
      Post Partisan
      1 year ago

      I don't have any calendar table. The fact table coming from source has fiscal year, period , week, date . Basically its a flat table from the source.

      • lbendlin's avatar
        lbendlin
        Super User
        1 year ago

        Sorry to hear that. Performance will be horrible at best.  Do your SAP queries fold?

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi DiKi-I,

     

    Just following up to see if the solution provided was helpful in resolving your issue. Please feel free to let us know if you need any further assistance.

    If the response addressed your query, kindly mark it as Accepted Solution and click Yes if you found it helpful — this will benefit others in the community as well.

     

    Best regards,

    Prasanna Kumar

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi DiKi-I,

     

    We wanted to kindly check in to see if everything is working as expected after trying the suggested solution. If there’s anything else we can assist with, please don’t hesitate to ask.

    If the issue is resolved, we’d appreciate it if you could mark the helpful reply as Accepted Solution — it helps others who might face a similar issue.

     

    Warm regards,

    Prasanna Kumar