PYTD

[LyncoData1]

Hello, 

I am having trouble with pulling Net Sales for the month of March. I am trying to compare current year sales to prior year sales and drill down. I am comparing Net Sales for the full year of 2019 to 2020. Everything is pulling correct besides the month of March. Today is 3/19/2020 and my prior year for the month of March continues to pull the entire month from 3/1/2019 to 3/31/2019 when I only want it to pull from 3/1/2019 to 3/18/2020. I would like my numbers to reflect the same time period for this March 2020 but it keeps pulling the entire month of March 2019. I am not sure how to manipulate my measure so it will only pull sales up to the 18th in the month of March in 2019. I have my measures listed below. Any help will be greatly appreciated.

My Data 

2020 March Net Sales = 400

2019 March Net Sales = 1,200   // My March 2019 Net Sales should be lower than 1,200

My Net Sales Measure: 

NetSales = CALCULATE(SUM(FactNetSales[Amount]))

Measure to pull prior year sales:

PYTDSales =

CALCULATE(

[NetSales],

SAMEPERIODLASTYEAR(

'DimCalendar'[DateKey]

)

)

[v-kelly-msft · Accepted solution]

Hi @LyncoData1 ，

I‘ve tested your measure with my sample data and it works fine.You need to use the dimCalendar [date]  as the slicer,then you will see:

Do remember to create a relationship between FactNetSales table and DimCalendar table.

Here is my .pbix file.

Best Regards,
Kelly

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[LyncoData1]

Thank you so much! This worked. However, the month of Feb in 2020 has duplicated the same values from Feb 28th to Feb 29th (159.20). I am not sure if it is because the month of Feb is a day longer compared to previous years where Feb is typically 28 days. When I only bring in Net Sales for 2019 the number does not duplicate. However, when I use PYTDSales measure the numbers duplicate themselves. Do you have any insight on how to fix?  

[Greg_Deckler]

When using time intelligence functions you generally need a separate date table. 

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...