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bigspikemike's avatar
bigspikemike
Regular Visitor
9 years ago
Solved

Previous YTD Help

Hi BI Community,

 

I am trying to make a drillable matrix and visuals that show the current progress compared to last years progress. My formula is:

 

Previous YTD = CALCULATE(TOTALYTD([total sales],vw_DimDate[Date]),SAMEPERIODLASTYEAR(vw_DimDate[Date])).

 

I know that it looks like it could be more simple, but due to difficulties this is what we are working with. It works great if I want to look at the total YTD, but I cannot view indivudual months. Is there something I can do with the datesinperiod function? Can you guys please help. I want to be able to use the date slider so I can compare any current period of time with the same period of time last year.

 

 

-Mike 

Need Help
  • v-sihou-msft's avatar
    v-sihou-msft
    9 years ago

    bigspikemike

     

    In your scenario, to see the indivual month data, you should create a YearMonth column first, then build a hierarchy like "Year->YearMonth->Date". Your Previous YTD will return correct result.

     

     

     

    Regards,

     

     

2 Replies

  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee
    9 years ago

    bigspikemike

     

    In your scenario, to see the indivual month data, you should create a YearMonth column first, then build a hierarchy like "Year->YearMonth->Date". Your Previous YTD will return correct result.

     

     

     

    Regards,

     

     

    • bigspikemike's avatar
      bigspikemike
      Regular Visitor
      9 years ago

      Ok, I made a hierarchy and included previousyear and that did the trick