SAMEPERIODLASTYEAR for a filter date range based on FISCAL YEAR

[gary_connolly]

I am trying to create a bar chart with sum fact this year versus sum fact for the same period last year, based on a filter date range set by the user. 

I was able to get it working using a separate measures table with calculated aggregations, but this meant that the user couldn't filter on any other facts in the data table, without breaking the measures table.

I have taken the calculated measures back into the data table, and am using a contiguous date table. Essentially the table below gives me the data I want for my chart from July 2016 to June 2017; but I can only get it here using the ALLEXCEPT feature, which gives me all periods, not the ones the user has filtered for.

Total Cost LY = CALCULATE( [Total Cost], SAMEPERIODLASTYEAR('Dates Table'[Calendar Date].[Date]),ALLEXCEPT('Dates Table','Dates Table'[Calendar Date]))

[MFelix · Accepted solution]

HI @gary_connolly,

have you tried to have the ALLSELECTED something like this:

Total Cost LY =
CALCULATE (
    [Total Cost],
    SAMEPERIODLASTYEAR ( 'Dates Table'[Calendar Date].[Date] ),
    ALLSELECTED ( 'Dates Table'[Calendar Date] )
)

Or then use the DATEADD function:

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( ALLSELECTED ( 'Dates Table'[Calendar Date] ), -1, YEAR )
)

Regards,

MFelix

[MFelix · Accepted solution]

HI @gary_connolly,

have you tried to have the ALLSELECTED something like this:

Total Cost LY =
CALCULATE (
    [Total Cost],
    SAMEPERIODLASTYEAR ( 'Dates Table'[Calendar Date].[Date] ),
    ALLSELECTED ( 'Dates Table'[Calendar Date] )
)

Or then use the DATEADD function:

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( ALLSELECTED ( 'Dates Table'[Calendar Date] ), -1, YEAR )
)

Regards,

MFelix

[gary_connolly]

Unfortunately when I use the Select function it means if I use any other Filters the chart errors

[MFelix · Accepted solution]

Hi @gary_connolly,

Why don't you try to use this formula:

Total Cost LY =
CALCULATE (
    [Total Cost],
    DATEADD ( 'Dates Table'[Calendar Date], -1, Year)
)

Regards

MFelix

[gary_connolly]

will try the add date again, it's clear the issue i was having was contigious dates however, because when I converted the dates to EOMONTH and joined that to a date table with month end dates it worked. Not the most elegant solution but good enough for now.