Forum Discussion

Qualube's avatar
Qualube
Helper II
7 years ago
Solved

Running Comparion to previous year

Hi   I need to establish the comparative volumes from the previous year against the current year. I think I am part way there but can't finalise the measure to achieve this.     I know I need to...
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  • v-chuncz-msft's avatar
    v-chuncz-msft
    7 years ago

    Qualube,

     

    Glad to hear that. You may help accept the solution above. Your contribution is highly appreciated.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

 

The SUMX is not required.  Try these measures:

 

RT_Volume = SUM(SALESLINE[NEW VOLUME])

PY RUNNING TOTAL = CALCULATE([RT VOLUME],SAMEPERIODLASTYEAR('DATE'[Date]))

 

There should be a relationship from the Date column of the Salesline Table to the Date column of the Date Table.

 

Hope this helps.

Qualube's avatar
Qualube
Helper II
7 years ago

Hi Ashish

 

Thanks for the reply but just a question before I go ahead.

If I use RT_Volume = SUM(SALESLINE[NEW VOLUME]) will that not add all the volumes and not just the ones for this financial year?

Don't I need this filter so I don't return all volumes since the very first delivery date?

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    7 years ago

    Hi,

     

    Create 2 slicers for Year and Month (both from the Date Table) and select a certain year/month.  Try this measure

     

     

    RT_Volume = CALCULATE(SUM(SALESLINE[NEW VOLUME]),DATESYTD(Date[Date],"31/3")

     

    The other measure will remain the same.

    • Qualube's avatar
      Qualube
      Helper II
      7 years ago

      Hi Ashish

       

      Finally solved it I think it was to do with my initial evaluation context anyway I have addressed that and created the following  measure

       

      PY VOLUMES = IF(LASTDATE('DATE'[Date]) > TODAY(), BLANK(),
          CALCULATE( [YTD VOLUMES], DATEADD('DATE'[Date],-1,YEAR)))

       

      Which has given me  a running total that updates automatically.

       

      Thanks for your help.

      • v-chuncz-msft's avatar
        v-chuncz-msft
        Community Support
        7 years ago

        Qualube,

         

        Glad to hear that. You may help accept the solution above. Your contribution is highly appreciated.