Forum Discussion
SAMEPERIODLASTYEAR with date filter
I have a view (bi.vwInvoicedTotals) with a date column as in 01/01/2019 would be 20190101
I have a date dimension with a date column as int, then the month number, full date, month name etc
These are joing on the date column as int.
In my bi report I have a measure "selected year"
I have anohter measure then, "Year Prior" which has always been. = Year Prior = CALCULATE([Selected Year], SAMEPERIODLASTYEAR('vwDates'[FullDate]))
I want to filter Year Prior to only show the total up to the current month. Where are now it shows the full 12 months of the prior year. I have tried this and a few other variations but not getting any luck.
This has no change at all
Year Prior =
CALCULATE (
[Selected Year],
FILTER ( ALL (vwDates), vwDates[MonthOfYear] <= MONTH(TODAY()) ),
SAMEPERIODLASTYEAR(vwDates[FullDate])
)
This just shows 0
Year Prior =
CALCULATE (
[Selected Year],
FILTER ( vwDates, vwDates[MonthOfYear] <= MONTH(TODAY()) ),
SAMEPERIODLASTYEAR(vwDates[FullDate])
)
Is this possible to do?
Hi RobbLewz
Create a measure
Measure 2 = CALCULATE ( SUM ( 'Table 3'[sale] ), FILTER ( 'date', 'date'[Date] <= EOMONTH ( DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), DAY ( TODAY () ) ), 0 ) && SAMEPERIODLASTYEAR ( 'date'[Date] ) ) )Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
- amitchandakSuper User
RobbLewz , you need to use a date calendar in all such cases
refer:https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
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/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos. - AllisonKennedyCommunity ChampionThis may sound like a silly question, but how do you define 'current month'. If they select a fiscal year in the past, do you only want to see that period and the previous period up to July?
I suspect you're looking for something aligned with YTD total for your first measure and then the second measure will update. There's a few ways you can get YTD total depending on what you want for 'current month'.
https://radacad.com/basics-of-time-intelligence-in-dax-for-power-bi-year-to-date-quarter-to-date-month-to-date - v-juanli-msftCommunity Support
Hi RobbLewz
Create a measure
Measure 2 = CALCULATE ( SUM ( 'Table 3'[sale] ), FILTER ( 'date', 'date'[Date] <= EOMONTH ( DATE ( YEAR ( TODAY () ) - 1, MONTH ( TODAY () ), DAY ( TODAY () ) ), 0 ) && SAMEPERIODLASTYEAR ( 'date'[Date] ) ) )Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.