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ChrisCoxhill's avatar
ChrisCoxhill
Frequent Visitor
2 years ago
Solved

Previous Year comparison - account for partial current Year

Hi,   Please can I have assistance when trying to write DAX comparing to the prior year? When Month is in scope, and for full prior years, the calculation returns the appriopriate amount for "Prev...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi ChrisCoxhill ， amitchandak thank you for your prompt reply!
    Please try the following measure to show only the month totals for the same period last year:

    Previous Year 2 = CALCULATE(
   SUM('SW Energy'[Cost]),
   FILTER(
       SAMEPERIODLASTYEAR('Date'[Date]),
       MONTH('Date'[Date]) <= MONTH(MAX('SW Energy'[Invoice Date]))
   )
)

     Result:

    Best regards,

     

    Joyce

     

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

     

ChrisCoxhill's avatar
ChrisCoxhill
Frequent Visitor
2 years ago

Hi amitchandak sorry I think I have to "mention" you. After reviewing the logic of your calc, you are evaluating what to do when Month is in scope vs when not (Year), if I've understood correctly.

I hope you can see now what I'm trying to do is JUST for 2024 (the latest year) - when Year IN SCOPE, the comparison amount shouldn't be the full amount, it should be based on YTD

Again, thanks a lot for any assistance!