Time Functions

[Anonymous]

Hi,

@amitchandak @Ashish_Mathur 

I have data Amount and Date in a table and wanted to calculate some time functions. I dont want to use any calendar table here. I derived Year and Month from the date field and using it for filters.

I do have filters like Year and Month. When I select Year 2022 and Month APRIL

1) Selected Month and Year: I just used SUM(Amount) -- I am getting correct results.

2) Same selected Month and Year but Last Year:

CALCULATE(SUM(Amount),SAMEPERIODLASTYEAR(Date))  --- not sure why this is not giving correct results. I suppose to get 2021 APRIL data but it is showing BLANK.

3) YTD: My financial year starts from APRIL to MARCH when I selected 2022 and APRIL. I suppose to see 2022 APRIL to 2023 March.  not sure how to get this done.

Last Year YTD: When I select 2022 APRIL then I supposed to see 2021 APRIL to 22 MARCH. not sure how to get this done.

Appreciated your support.

Thanks,

[Anonymous · Accepted solution]

Hi @Anonymous ,

Please try:

Last Year Same Month = 
CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),YEAR([Date])=SELECTEDVALUE('Table'[Date].[Year])-1 && MONTH([Date])=MAX('Table'[Date].[MonthNo])))

FY = IF(MONTH(MAX('Table'[Date]))<4, YEAR(MAX('Table'[Date]))-1 , YEAR(MAX('Table'[Date])) )

FY Sum = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),[FY]=MAXX('Table',[FY]))) 

Last Year YTD = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),[FY]=MAXX('Table',[FY])-1))

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

Yes it worked, much appreciated your support.

[Ashish_Mathur]

Hi,

Why do you not want to create a Calendar Table?