Netsale PY

[Anonymous]

Need to calculate Net sales PY , but up to current month. Please help.

[v-alq-msft]

Hi, @Anonymous 

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

Table:

Calendar(a calculated table):

Calendar = CALENDARAUTO()

There is a relationship between two tables. You may create measures as below.

YTD = 
CALCULATE(
    SUM('Table'[Net Sales]),
    DATESYTD('Calendar'[Date])
)

YTD PY = 
CALCULATE(
    SUM('Table'[Net Sales]),
    DATESYTD(SAMEPERIODLASTYEAR('Calendar'[Date]))
)

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.

[amitchandak]

@Anonymous , with time intelligence and date calendar

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
//Only year vs Year, not a level below

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[mahoneypat · Accepted solution]

Please see if this article helps.

https://www.sqlbi.com/articles/previous-year-up-to-a-certain-date/

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat

[Anonymous]

@mahoneypat 

Thanks.