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mbuhary's avatar
mbuhary
Icon for Helper I rankHelper I
5 years ago
Solved

Sameperiodlastyear without dates in Fact Table

Hi All,

 

I have a fact table with only Year & month.
I have created a Date Table using these two columns via Calendar function using Min Year & month and Max Year & Month and marked it as a Date Table.

But When I try to create a measure for Previous Period Calculations the results appears without any filters for the whole available data.

Measure:

SalesValue = 
VAR SumValue=SUM(Daily_Sales[SalesValue])
VAR Result= CALCULATE(SumValue,SAMEPERIODLASTYEAR(d_Date[Date]))
Return Result

Any help is appreciated.

 

Need Help
  • amitchandak's avatar
    amitchandak
    5 years ago

    mbuhary , You can then create date from year and month 

    example 

    date = date([year], [month],1) // I can suggest more ways 

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
    last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

     

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
    This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
    Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

     

     

4 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    mbuhary , With help of d_yearmonth you can get data of the previous year

     

    new column in d_yearmonth 

    Month Rank = RANKX(all('d_yearmonth '),'Date'[YrMonth],,ASC,Dense)

     

    example measure

    This Month = CALCULATE(sum('daily_sales'[Qty]), FILTER(ALL('d_yearmonth '),'d_yearmonth '[Month Rank]=max('d_yearmonth '[Month Rank]))


    Last Month = CALCULATE(sum('daily_sales'[Qty]), FILTER(ALL('d_yearmonth '),'d_yearmonth '[Month Rank]=max('d_yearmonth '[Month Rank])-1))

     

    Last year Month = CALCULATE(sum('daily_sales'[Qty]), FILTER(ALL('d_yearmonth '),'d_yearmonth '[Month Rank]=max('d_yearmonth '[Month Rank])-12))

     

     

    //Only year vs Year, not a level below

    This Year = CALCULATE(sum('daily_sales'[Qty]),filter(ALL('d_yearmonth '),'Date'[Year]=max('d_yearmonth '[Year])))
    Last Year = CALCULATE(sum('daily_sales'[Qty]),filter(ALL('d_yearmonth '),'Date'[Year]=max('d_yearmonth '[Year])-1))

  • mbuhary's avatar
    mbuhary
    Icon for Helper I rankHelper I
    5 years ago

    Thank you for your reply in detail.

     

    So do you mean that I will not be able to use any Time Intellignce functions using the Date Table ?

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    mbuhary , You can then create date from year and month 

    example 

    date = date([year], [month],1) // I can suggest more ways 

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
    last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

     

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
    This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
    Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

     

     

    • mbuhary's avatar
      mbuhary
      Icon for Helper I rankHelper I
      5 years ago

      Thank you, I was thinking on the same lines, and it solved the Issue.

      I removed the additional Table d_Year/Month and now directly created relationship of the fact table with date table. So now all Time Intelligence functions are working.

      e.g. for same period last year,