Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

SUM multiple month values (January) over years

I'm trying to sum multiple month values over several years e.g. Jan 2007, Jan 2008, Jan 2009.

 

I'm using the following formula however when I try push the date forward 12 months it comes back to the orignial value e.g. (Jan 2007) + Jan 2007 instead of (Jan 2007 + Jan 2008)

 

Is there a way to achieve multiple Jan additions?

 

PBIX

https://www.dropbox.com/s/giyeda55w6ybv7f/Monthly%20Average%20Over%20Years.pbix?dl=0

I am using Alberto Ferrari's "Rolling Average" file as a sample template

 

My DAX is

Aggregation 2 =
CALCULATE (
 SUMX (
    Sales,
    Sales[Quantity] * Sales[Net Price]
 ),
 ALLEXCEPT (
    'Date',
    'Date'[Month]
 ),DATESINPERIOD('Date'[Date],FIRSTDATE('Date'[Date]),1,MONTH))

+

CALCULATE (
 SUMX (
    Sales,
    Sales[Quantity] * Sales[Net Price]
 ),
 ALLEXCEPT (
    'Date',
    'Date'[Month]
 ),DATESINPERIOD('Date'[Date],FIRSTDATE('Date'[Date]),1,MONTH),EDATE('Date'[Date],12))
Need Help
  • v-easonf-msft's avatar
    v-easonf-msft
    4 years ago

    Hi, Anonymous 

    I think there is no need to use DATESMTD.

     

    NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-1,YEAR) )
    Year after NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-2,YEAR) )
    _Aggregation = [Sales Amount]+[NY_Sales Amount]+[Year after NY_Sales Amount]

     

    Please check the attachment for more details. If it doesn't meet your requirement, please feel free to ask.

     

    Best Regards,
    Community Support Team _ Eason
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

3 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    4 years ago

    Anonymous , Based on what I got, try measure one like below with help from date table

     

    last three year same month  Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    + CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

    + CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-24,MONTH)))

     

    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 :radacad sqlbi My Video Series Appreciate your Kudos.

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      Thanks for this,I'm getting this result when I enter the measure, I've tried filtering out the -12 and -24 month and it still gives me the same result

       

      I'm using 'Date' [Calendar Year] and 'Date'[Month] as my rows do you think this is the issue as the measure you've suggested is calling 'Date'[Date]

       

       

      • v-easonf-msft's avatar
        v-easonf-msft
        Community Support
        4 years ago

        Hi, Anonymous 

        I think there is no need to use DATESMTD.

         

        NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-1,YEAR) )
        Year after NY_Sales Amount = CALCULATE(Sales[Sales Amount],DATEADD('Date'[Date],-2,YEAR) )
        _Aggregation = [Sales Amount]+[NY_Sales Amount]+[Year after NY_Sales Amount]

         

        Please check the attachment for more details. If it doesn't meet your requirement, please feel free to ask.

         

        Best Regards,
        Community Support Team _ Eason
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.