Power BI Matrix not displaying correctly

[mansabraham]

Hi,

I have 2 data streams. In one data stream it has data of current month + 2 months ( For today it will have revenue date wise for november 2023, December 2023, January 2024) and the second data stream has revenue for last year Nov 2022, Dec 2022 and January 2023. 

I want columns which shows Revenue on Books and second Column Revenue Forecast. Also the difference between Forecast and Revenue on books.

When I am trying to do this because of the year overlaps it is not showing correctly. Either I get figures on Nov and Dec or just January figures.

[mansabraham]

@AllisonKennedy Yes i have appended into a single table and also connected to date table using CALENDARAUTO()

Is there a DAX to compare NOV this year to Last year NOV, DEC this year to Last Year DEC and next year JAN to this year JAN.

[AllisonKennedy]

@mansabraham  See if this post helps answer your question: https://excelwithallison.blogspot.com/2023/11/dax-time-intelligence-easy-pattern-to.html 

[AllisonKennedy]

@mansabraham  - is 'Forecast' a value coming from your dataset or are you calculating that in Power BI?

Do you have a date table to connect the two data sources for this year / last year? Or even 'append' them into one table? (I'd still use a date table though too) https://excelwithallison.blogspot.com/2020/04/dimdate-what-why-and-how.html