Forum Discussion

jcooksnappy1's avatar
jcooksnappy1
New Member
7 years ago
Solved

Prior Period Comparative Dynamic Date Range

Dear PowerBI Community,

 

I have a very simple table which includes UNITS, and REVENUE but have applied a date range filter to the data. 

 

I would like to add a supplementary column to the table which takes into account the prior periods date. 

 

For example, if the date range is 1st Oct 17 - 30th Oct 18, then the prior period comparative would be 1st Oct 16 - 30th Oct 2017, so the year before. If the date range is shorten the range would alter accodingly.

 

I have a simple DATE table which shows Date, Month, and Year.

 

I have attempted a number of SAMEPERIODLASTYEAR, DATEADD but had little success.

 

Any help would be appreciated.

  • Lets try this way


    Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),DATEADD(Dates[Date],-1,YEAR))

4 Replies

    • jcooksnappy1's avatar
      jcooksnappy1
      New Member

      Dear Rafael - thanks for a reponse. Apologies I should have addedd sample data to the original post.

       

      There are two tables - ''Dates'', and ''Revenue'' and the only relationship is the link between invoiced_date on the revenue table, and Date on the DATES table. An example of the content of each can be seen in the first screen grab.

       

      When I toggle on a certain date range I would like the ''PRIOR YEAR REVENUE'' column to populate with the priod year date.

       

      The second screenshot shows a date filter of 1/09/2017 to 30/09/2018 and the revenue for this period is 5,355,336, and I'm struggling to write a DAX formula to populate the PRIOR YEAR REVENUE column (which would be for he period 01/09/16 to 30/09/17). Screen grab 3 shows that the revenue for this period is 4,851,931 and this is the figure I would like to populate.

       

      Currently the DAX formula being used is Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),FILTER(Dates,Dates[Date] <= MAX(Revenue[invoiced_date])-364)) which is not giving the desired response. 

       

      Any suggestions?

       

       

       

       

       

      • rafaelmpsantos's avatar
        rafaelmpsantos
        Responsive Resident

        Lets try this way


        Prior Year Revenue = CALCULATE(sum(Revenue[total_net_lc(exvat)]),DATEADD(Dates[Date],-1,YEAR))