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Hi all,
I'm running into an issue when trying to calculate a budget for the previous year. I have 3 columns and I've created the following new column below, I just get blank values however. Could anyone please let me know where I'm going wrong.
BudgetTotalPreviousYear = CALCULATE(SUM('Table'[Budget total]),PREVIOUSYEAR('Table'[YearPeriod]))The data is attached here
Thank you for any help.
Solved! Go to Solution.
@JohnLow try to create any measures among these:
BudgetTotalPreviousYear MEASURE = CALCULATE(SUM('Table'[Budget total]),PREVIOUSYEAR('Table'[YearPeriod]))
Or try this:
BudgetTotalPreviousYear MEASURE= CALCULATE(SUM('Table'[Budget total]),DATEADD('Table'[YearPeriod],-1,YEAR))
Hi @JohnLow,
Have you tried to directly use the date function to calculate the previous data for calculating?
BudgetTotalPreviousYear =
VAR curr = 'Table'[YearPeriod]
RETURN
CALCULATE (
SUM ( 'Table'[Budget total] ),
FILTER (
'Table',
[YearPeriod]
= DATE ( YEAR ( curr ) - 1, MONTH ( curr ), DAY ( curr ) )
)
)
Regards,
Xiaoxin Sheng
@JohnLow try to create any measures among these:
BudgetTotalPreviousYear MEASURE = CALCULATE(SUM('Table'[Budget total]),PREVIOUSYEAR('Table'[YearPeriod]))
Or try this:
BudgetTotalPreviousYear MEASURE= CALCULATE(SUM('Table'[Budget total]),DATEADD('Table'[YearPeriod],-1,YEAR))
Thanks. I'm just wondering about the measure in a line chart now. It doesn't seem to work as expected.
I've attached the file. Thanks again.
Hi @JohnLow,
Have you tried to directly use the date function to calculate the previous data for calculating?
BudgetTotalPreviousYear =
VAR curr = 'Table'[YearPeriod]
RETURN
CALCULATE (
SUM ( 'Table'[Budget total] ),
FILTER (
'Table',
[YearPeriod]
= DATE ( YEAR ( curr ) - 1, MONTH ( curr ), DAY ( curr ) )
)
)
Regards,
Xiaoxin Sheng
@JohnLow , This will work as measure not column. Also use date table
BudgetTotalPreviousYear = CALCULATE(SUM('Table'[Budget total]),PREVIOUSYEAR('Date'[DAte]))
Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
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