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Anonymous
Not applicable

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 

CALCULATE(SUM(sales),SAMEPERIODLASTYEAR(date), ALLEXCEPT(Table1,column a, column b, c, d, etc.).
 
Thank you!

 

1 ACCEPTED SOLUTION

@Anonymous , Find the file again

 

if you need more help make me @

Appreciate your Kudos.

 

 

View solution in original post

8 REPLIES 8
amitchandak
Super User
Super User

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/

 

Anonymous
Not applicable

@amitchandak I am having problems replicating that.

 

How would you do it with the made-up data posted? 

 

Greg_Deckler
Super User
Super User

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

 


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Anonymous
Not applicable

@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!

 

 

 

CountryProductCurrency PurchaseMonthSales
USAAUSD1/1/20203000
USAAUSD1/1/20192000
FranceBEUR1/1/20201000
FranceBEUR1/1/2019500
USABEUR1/1/20201500
USABEUR1/1/20194000
FranceCEUR1/1/2020750
FranceCEUR1/1/2019200

 

 

 

@Anonymous , Please see if attached file can help

 

Anonymous
Not applicable

@amitchandak thank you for your response and work.

 

If you had to create another column in the table called Sales LY rather than measure would you do it differently? 

 

@Anonymous , Find the file again

 

if you need more help make me @

Appreciate your Kudos.

 

 

Anonymous
Not applicable

@amitchandakThank you! 

 

 

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