Forum Discussion
Same Peeriod Last Year Filtered by Many Columns
Hi,
I am trying to calculate the sales same time last year filtered by about 20 columns. What is the best way to do this? I been using caculate sum, sameperiodlastyear, and allexcept (with the 20 columns in the allexcept), but the calculation came out incorrect. I thought perhaps of duplicating the table and then instead of allexcept use filters, but I am sure there is an easier way.
Note: unfortunately due to data privacy I can't show the formula or data. The formula I wrote is something like
Anonymous , Find the file again
if you need more help make me @
Appreciate your Kudos.
8 Replies
Please make up data that is not your actual data that emulates the problem. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
Greg_Deckler below is the emulated data. I need to get the sales for the same time last year filtered by the different columns (i.e. product, currency, country, etc.)
Thank you so much for your help!
Country Product Currency Purchase Month Sales USA A USD 1/1/2020 3000 USA A USD 1/1/2019 2000 France B EUR 1/1/2020 1000 France B EUR 1/1/2019 500 USA B EUR 1/1/2020 1500 USA B EUR 1/1/2019 4000 France C EUR 1/1/2020 750 France C EUR 1/1/2019 200 Anonymous , Please see if attached file can help
Why you need multiple allexcept
For multiple allexcept refer : https://community.powerbi.com/t5/Desktop/ALLEXCEPT-in-a-multitable-setup/td-p/403205
For YTD and LYTD you can use following with date calendar
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"12/31")) This Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD((ENDOFYEAR('Date'[Date])),"12/31")) Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31")) Last YTD complete Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31")) Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31")) Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),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/amitchandak I am having problems replicating that.
How would you do it with the made-up data posted?
