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jlandsm4785's avatar
jlandsm4785
Frequent Visitor
4 years ago
Solved

Previous Year Sales Calculation Issue

Hello,

 

I am trying to create a measure to show last year's sales which i will use to calculate YoY growth. When i put this in a table format i can tell there is an issue because the LY values do not show next to the CY values. Looked around at other code and can't seem to get it to show . What's weird is their is a LY total amount appearing. Any guidance is appreciated, thank you.

 

DAX code:

 

LY_Spread = CALCULATE([Core Spread] , SAMEPERIODLASTYEAR(ShiftData[WeekEnding]))
 
 

 

 
 

 

Need Help
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  jlandsm4785 ,

    I created some data:

    Here are the steps you can follow：

    1. Create measure.

    LY =
CALCULATE(
    SUM('Table'[Amount]),FILTER(ALL('Table'),
    'Table'[Date]>=DATE(YEAR(MAX('Table'[Date]))-1,1,1)&&'Table'[Date]<=DATE(YEAR(MAX('Table'[Date]))-1,MONTH(MAX('Table'[Date])),DAY(MAX('Table'[Date])))
))
    CY =
CALCULATE(
    SUM('Table'[Amount]),FILTER(ALL('Table'),
    'Table'[Date]>=DATE(YEAR(MAX('Table'[Date])),1,1)&&'Table'[Date]<=MAX('Table'[Date])))

    2. Result:

    If you need pbix, please click here.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    jlandsm4785 the basic rule of using TIMEINTELLIGANCE functions is, it requires continous dates.

     

    So what you can do is, Use Calenderauto() or calender function and create the date table.

    Create a relationship to this table on WeekEnding.

    And then 

     

    use below dax.

    LY_Spread = CALCULATE([Core Spread] , SAMEPERIODLASTYEAR(DateTable[Date]))

     

    Use that Datetable date column in visual along with this measure.

     

    Let me know if that helps.

  • jlandsm4785's avatar
    jlandsm4785
    Frequent Visitor
    4 years ago

    Update:

     

    After thinking about this more i believe that the error is caused from the column being based off of Week Ending dates, so looking a year back will not generate a sales value to appear because the date it is looking to match with is not exact. I tried using the DATEADD function to shift the previous year value forward + 1 day. Still having issues, but this feels closer to a solution.

     

     

    DAX: 

    LY_Spread = CALCULATE([Core Spread] , DATEADD(PREVIOUSYEAR(ShiftData[WeekEnding]), 1,DAY)

     

    Any guidance forward is appreciated. 

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      jlandsm4785 accept the solution if it fulfills your need.

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi  jlandsm4785 ,

    I created some data:

    Here are the steps you can follow：

    1. Create measure.

    LY =
CALCULATE(
    SUM('Table'[Amount]),FILTER(ALL('Table'),
    'Table'[Date]>=DATE(YEAR(MAX('Table'[Date]))-1,1,1)&&'Table'[Date]<=DATE(YEAR(MAX('Table'[Date]))-1,MONTH(MAX('Table'[Date])),DAY(MAX('Table'[Date])))
))
    CY =
CALCULATE(
    SUM('Table'[Amount]),FILTER(ALL('Table'),
    'Table'[Date]>=DATE(YEAR(MAX('Table'[Date])),1,1)&&'Table'[Date]<=MAX('Table'[Date])))

    2. Result:

    If you need pbix, please click here.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly