Show sales last month in table visual

[krist_pbi]

Hey this should be really simple

I need to show in a table visual the sales by month, but also show the sales for previous month, so in february show Jan sales, in march show feb etc. I tried with "previousmonth" DAX but for some reason didnt work

[Kedar_Pande]

@krist_pbi 

Measure for Current Month Sales:

Current Month Sales = SUM(Sales[Sales Amount])

Measure for Previous Month Sales

Previous Month Sales = CALCULATE( SUM(Sales[Sales Amount]), PREVIOUSMONTH(Sales[Date]) )

The PREVIOUSMONTH function works correctly only if you have a properly configured date table, and it is marked as a "Date Table" in your model.

Ensure that your Sales table has a relationship with the Date table on the date column.

Place the Month column (from the Date table) on the rows of the table visual.
Add Current Month Sales and Previous Month Sales as values in the visual.

💌 If this helped, a Kudos 👍 or Solution mark would be great! 🎉
Cheers,
Kedar
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[rajendraongole1 · Accepted solution]

Hi @krist_pbi - you can create two measures - one for the current month's sales and another for the previous month's sales.

Current Month Sales =
CALCULATE(
SUM(Sales[SalesAmount]),
DATESMTD('Calendar'[Date])
)

Instead of PREVIOUSMONTH, you can use DATEADD to shift the date context by one month

Previous Month Sales =
CALCULATE(
SUM(Sales[SalesAmount]),
DATEADD('Calendar'[Date], -1, MONTH)
)

Replace 'Calendar'[Date] with your calendar table's date column.The DATEADD function shifts the date context to the previous month.

Hope this works in your scenerio

[krist_pbi]

awesome, exactly what I needed! this was simple and I cannot believe chatgpt couldnt figure it out, thanks a lot!