Previous Year To Month

[asgharkhan]

Hi, 

I am new to Power BI and needs the solution of the following scenario.

As the picture above depicts i need a DAX formula for values to be summed for same month that is for september but not of current year rather previous year's septemeber.

Best Regards. 

[Anand24 · Accepted solution]

Hi @asgharkhan ,
You can try below DAX:
1. Using -365 Days method and no specific DAX function (This will cover multiple year scenario as well if selected in date slicer)

PY_YTD = 
VAR Y =
YEAR ( CALCULATE ( MAX ( 'Calendar_Table'[Date] ) ) )
VAR a =
CALCULATE ( MIN ( 'Calendar_Table'[Date] ), 'Calendar_Table'[Year] = Y ) - 365
VAR b =
CALCULATE ( MAX ( 'Calendar_Table'[Date] ), 'Calendar_Table'[Year] = Y ) - 365
RETURN
CALCULATE (
SUM(DocAmount),
'Calendar_Table'[Date] >= a,
'Calendar_Table'[Date] <= b
)

2. Using SAMEPERIODLASTYEAR

PY_YTD = 
CALCULATE(
SUM(DocAmount), 
SAMEPERIODLASTYEAR('Calendar_Table'[Date])
)

3. Using DATEADD

PY_YTD = 
CALCULATE(
SUM(DocAmount), 
DATEADD('Calendar_Table'[Date], -1, Year)
)

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[Greg_Deckler]

@asgharkhan You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, 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...

But specifically this video has examples of various methods to do this:

[Dangar332]

hi, @asgharkhan 

try below 
adjust your table name

result =

TOTALYTD(SUM('Table'[document]),'Table'[date])

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly. Appreciate your kudos

[asgharkhan]

Thank You for the reply but unforntunatly it didn't solve  the issue. In fact I need only sum of figures of previous year (2022) but upto the month same as current month (i.e September). 

[Dangar332]

hi, @asgharkhan 

use    DATEADD  function

result = CALCULATE(SUM('Table'[document]),DATEADD('Table'[date],-1,YEAR))