QTD and Previous Year

[a_rp]

@littlemojopuppy  I am trying to do a report which shows current year Budget Vs Actuals, Current Year Quarterly update Vs Actuals and comparison of this with the previous year. I have included the sample dataset and the format of required report in attached excel. Also included Custom Excel file Fiscal Year Calendar (prepared based on one of your previous blog). I have been trying & thinking on this since last 2-3 days but unfortunately cannot figure out a solution. Can you plz guide me on this. Thanks

https://1drv.ms/u/s!Ag_LqrJ6gGmfkher0w2BTTiRLCfv?e=FpZZlI

[amitchandak]

@a_rp , Have you already explored time intelligence functions ?

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))
Last year same Quarter Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER(dateadd('Date'[Date],-1,Year))))

Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0

[a_rp]

Anyone who can guide me on this, plz help

[littlemojopuppy]

Hi @a_rp 

Looks like @amitchandak has already provided some of what you need.  Attaching a Tabular Editor script to create some calculation items to calculate different time period calculations.