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umpoohg's avatar
umpoohg
Helper I
9 years ago
Solved

SAMEPERIODLASTYEAR WITH YTD

Hello all,   I am fairly new to Power BI, and I have been tasked with creating some Sales report, specifically a report with the YTD, MTD, QTD and well as the sameperiodlastyear for each.  I have c...
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  • jblackshear's avatar
    jblackshear
    9 years ago

    (I'm still pretty new at this myself but I encountered this situation)

    I think your previous YTD is using the same context as the current YTD, or maybe you have a date filter on the whole matrix to report a specific year, so it isn't finding any data. Here is the thread with the problem I had and the solution.

     

    SAMEPERIODLASTYEAR with a year filter

     

    What I ended up doing was this (this is from my own solution, I haven't tried to fit it to yours)

    RevenueLastYTD = CALCULATE([RevenueYTD], FILTER(ALL(Dates), Dates[CalendarYear]=MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date]))

     

    The key is using CALCULATE and FILTER. FILTER(ALL(Dates), ...) first opens up the dates context to use all dates again (because it may be currently set at a specific year, either because of a date filter on the whole matrix, or because of the row it is on). Then the next part of the filter statement sets a new filter for the previous year. I'm not entirely sure if that part is necessary since I'm calling SAMEPERIODLASTYEAR. I first did this several months ago and haven't worked with it much since then.

     

    But take a look at using FILTER to open up the context in your previous year calculation.

     

     

     

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi umpoohg,

I understand your scenario. Have you added year and month columns to your visual? You can review the screenshot in my first reply, sameperiodlastyear returns correct values.

Check the following similar blogs to get details about which scenario sameperiodlastyear function applies to .

https://bipassion.wordpress.com/2012/08/26/dax-sameperiodlastyear-and-datesytd/
http://www.wiseowl.co.uk/blog/s2477/same-period-previous-year.htm

Thanks,
Lydia Zhang

umpoohg's avatar
umpoohg
Helper I
9 years ago

Hi Anonymous

 

I have tried so many variations of this, it has to be related to my date table, in my opinion.   I just have not been able to tweak the table.  Do you mean add the month and year to the values or the grid, when I do that, it explodes the data, but it does show that the correct months are not being displayed.  I would expect to only see data from Jan and Feb of 2016 and 2017..