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Baroumy
Regular Visitor

Same period previous year issue

Hello,

 

I m trying to get a trend for the actual and previous dates. The problem is I'm using a logical test for the values of the first quarter's sales which I believe is not working ( if the quarter number is 1, sum the sales turnover, actual sales - previous quarter sales) with the previous year's values. please check the table below :

 

Capture.PNG

 

the DAXs are as the below :

Sales by quarter = if([Quater No.]=1,sum('Client Aging'[Sales Turnover]),sum('Client Aging'[Sales Turnover])- [Sales PQ])
Sales PQ = CALCULATE(SUM('Client Aging'[Sales Turnover]),PREVIOUSQUARTER('Calendar'[date]))
Sales by quarter PY = CALCULATE([Sales by quarter],SAMEPERIODLASTYEAR('Calendar'[date]))
 
Any help ??

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Baroumy , try like. All three are for Last year Qtr

 

Sales Last Year = CALCULATE(sum('Client Aging'[Sales Turnover]) ,SAMEPERIODLASTYEAR('Calendar'[date]))

Sales LPQ = CALCULATE(SUM('Client Aging'[Sales Turnover]),PREVIOUSQUARTER(dateadd('Calendar'[date],-4,QUARTER)))

Sales LY quarter = if([Quater No.]=1,[Sales Last Year],[Sales Last Year]- [Sales LPQ])

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2 REPLIES 2
Baroumy
Regular Visitor

Thank you @amitchandak . It worked.

amitchandak
Super User
Super User

@Baroumy , try like. All three are for Last year Qtr

 

Sales Last Year = CALCULATE(sum('Client Aging'[Sales Turnover]) ,SAMEPERIODLASTYEAR('Calendar'[date]))

Sales LPQ = CALCULATE(SUM('Client Aging'[Sales Turnover]),PREVIOUSQUARTER(dateadd('Calendar'[date],-4,QUARTER)))

Sales LY quarter = if([Quater No.]=1,[Sales Last Year],[Sales Last Year]- [Sales LPQ])

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At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
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 Online Event
Register Here

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