Need help with same period last year's Dax measure calculation

[lavdeepk]

Hi All,

I am straggling with the same period last year's Dax measure calculation.

I have created a measure for MTD calculation which is working fine for me. (MTD from 01st Dec’21 to 19th Dec’21.) MTD:=CALCULATE(SUM([Selling_Price_INR]),DATESMTD(Table1[Date])) 

I want to calculate the sum of the “Selling_Price_INR” same period last year which should be this period (PYMTD from 01st Dec’20 to 19th Dec’20.). I have created the below formula for this.

PYMTD:=CALCULATE([MTD], SAMEPERIODLASTYEAR(Table1[Date]))  --- This Dax formula giving result full month dates (01st Dec’20 to 31st Dec’20 )of last year but I want to total sum only this period 01st Dec’20 to 19th Dec’20

Please help me this how I can calculate sum last year same period which is 01st Dec’20 to 19th Dec’20

DateSelling_Price_INR

2020-12-01 0.00	2255246.77
2020-12-02 0.00	3096234.74
2020-12-03 0.00	3236250.19
2020-12-04 0.00	7366312.97
2020-12-05 0.00	5554695.47
2020-12-06 0.00	1178403.87
2020-12-07 0.00	17437223.27
2020-12-08 0.00	13299216.78
2020-12-09 0.00	13709546.96
2020-12-10 0.00	20120600.75
2020-12-11 0.00	13942309.06
2020-12-12 0.00	2866834.54
2020-12-13 0.00	699437.12
2020-12-14 0.00	30780634.22
2020-12-15 0.00	47665480.07
2020-12-16 0.00	26201028.25
2020-12-17 0.00	26220188.95
2020-12-18 0.00	67693154.26
2020-12-19 0.00	5476854.24
2020-12-20 0.00	1747140.633
2020-12-21 0.00	29443613.86
2020-12-22 0.00	26789594.91
2020-12-23 0.00	43023377.41
2020-12-24 0.00	55135192.8
2020-12-25 0.00	2855744.193
2020-12-26 0.00	13919878.81
2020-12-27 0.00	1399933.66
2020-12-28 0.00	74456127.84
2020-12-29 0.00	110314082.7
2020-12-30 0.00	72655257.12
2020-12-31 0.00	158815551.4
2021-12-01 0.00	6563231.36
2021-12-02 0.00	7157552.26
2021-12-03 0.00	13310600.24
2021-12-04 0.00	2871327.66
2021-12-05 0.00	368188.25
2021-12-06 0.00	33300654.12
2021-12-07 0.00	28439129.76
2021-12-08 0.00	42354641.24
2021-12-09 0.00	44812384.46
2021-12-10 0.00	28299850.56
2021-12-11 0.00	4321508.66
2021-12-12 0.00	1004433.13
2021-12-13 0.00	57838953.02
2021-12-14 0.00	52555825.2
2021-12-15 0.00	59459761.97
2021-12-16 0.00	70941469.57
2021-12-17 0.00	101399070.6
2021-12-18 0.00	2703877.94
2021-12-19 0.00	12914817.52

Thanks 

Lavdeep

[amitchandak]

@lavdeepk , first all for time intelligence use a date table marked as date table

You can try measures like

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Why Time Intelligence Fails - Power bi 5 Savior Steps for TI: https://youtu.be/OBf0rjpp5Hw

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

[lavdeepk]

Hi @amitchandak,

I have marked my date table as a date table.

I try to apply the given above Dax formula to calculate last year's MTD Sales. This is not giving results as desired instead of this period  PYMTD from 01st Dec’20 to 19th Dec’20.) giving full month sales number 

[v-yiruan-msft · Accepted solution]

Hi @lavdeepk ,

I created a sample pbix file(see attachment), please check whether that is what you want.

1. Create a measure as below to get the sum of selling price

Selling prices = SUM([Selling_Price_INR])

2. Create a measure as below to get the selling prices in the same period of previous year

Selling for same period in previous year = 
VAR _maxdate =
    CALCULATE ( MAX ( 'Table1'[Date] ), ALL ( 'Table1' ) )
VAR _pydate =
    EDATE ( _maxdate, -12 )
RETURN
    CALCULATE (
        [Selling prices],
        SAMEPERIODLASTYEAR ( 'Table1'[Date] ),
        FILTER ( ALLSELECTED ( 'Table1' ), 'Table1'[Date] <= _pydate )
    )

In addition, you can refer the following blogs to get it.

Previous year up to a certain date

Same Period Last Year to Date DAX Calculation in Power BI

Best Regards