Running total for a prior year based on slicer Date selections

[apatnola]

I have a formula that works great for calculating a running total of transactions between two dates in a date slicer:

Transactions Cumulative Current Period = CALCULATE(sum('Confirmed Transactions'[Transaction Count]),filter(ALLSELECTED(Dates),Dates[Date]<=max(Dates[Date])))

Works great.

I'd also like to also display a cumulative total for the same period from last year (depending on what the slicer values are). I cannot seem to find a good solution for that.

I'd like for users to be able to select a week or a month or any date range and be able to see the current cumulative total for that date range and prior year cumulative total.

Any assistance would be most appreciated.

[v-lid-msft]

Hi @apatnola ,

We can create a new measure based on your measure to meet your requirement.

Transactions Cumulative Current Period (last year) =
IF (
    COUNTROWS ( 'Confirmed Transactions' ) > 0,
    CALCULATE (
        [Transactions Cumulative Current Period],
        SAMEPERIODLASTYEAR (
            FILTER ( ALLSELECTED ( Dates[Date] ), 'Dates'[Date] <= MAX ( Dates[Date] ) )
        )
    )
)

Then we can get the result like this,

If it doesn’t meet your requirement, could you please show the exact expected result based on the table that we have shared?

Best regards,

[apatnola]

Thank you, I tried:

Transactions **bleep** Prior Period = If (COUNTROWS('Confirmed Transactions') > 0 ,CALCULATE([Transactions **bleep** Current Period],SAMEPERIODLASTYEAR(filter(ALLSELECTED(Dates[Date],Dates[Date]<=max(Dates[Date]))))))

I got the error message that too few arguments were passed to the filter function.

I then tried

Transactions **bleep** Prior Period = If (COUNTROWS('Confirmed Transactions') > 0 ,CALCULATE([Transactions **bleep** Current Period],SAMEPERIODLASTYEAR(filter(ALLSELECTED(Dates),Dates[Date]<=max(Dates[Date])))))

I got the error message that a table expression containing more than one column was specified in the call function 'Sameperiodlastyear'. This is not supported.

[v-lid-msft]

Hi @apatnola ,

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

Best regards,

[v-lid-msft]

Hi @apatnola ,

We found that it miss a right brackets in the first measure and column name in the second measure, please try to use the following measure:

Transactions **bleep** Prior Period =
IF (
    COUNTROWS ( 'Confirmed Transactions' ) > 0,
    CALCULATE (
        [Transactions **bleep** Current Period],
        SAMEPERIODLASTYEAR (
            FILTER ( ALLSELECTED ( Dates[Date] ), Dates[Date] <= MAX ( Dates[Date] ) )
        )
    )
)

Best regards,

[amitchandak]

Something like this. With date calendar

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,max(dateadd(date[date]),-1,year))))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[apatnola]

Thank you, I tried:

Transactions **bleep** Prior Period = CALCULATE(sum('Confirmed Transactions'[Transaction Count]),filter(Dates,Dates[Date] <= maxx(Dates,max(DATEADD(Dates[Date]),-1,YEAR))))

But i got a message that too few arguments were passed to Dateadd function.

Then i removed the close parenthesis after the last Dates[Date] and I got the message that the max function only accepts a column reference as an argument.

[Greg_Deckler]

Should be able to use PREVIOUSYEAR like:

Last year = CALCULATE([Transactions Cumulative Current Period],PREVIOUSYEAR('Dates'[Date]))

Also, if TI doesn't work See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

[apatnola]

If I use previous year as follows:

Transactions Cumulative Prior Period = CALCULATE([Transactions Cumulative Current Period],PREVIOUSYEAR(Dates[Date]))

I get a constant number that seems to be taking a sum of all transactions starting with a year ago from the beginning date in the slicer and ending with the ending date of the slicer. In the below example, the slicer runs from 3/1/2020 to 3/20/2020. It seems to be summing 3/1/2019 to 3/20/2020 to come up with a constant of 201453 for all days displayed.