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Nanakwame's avatar
Nanakwame
Icon for Helper II rankHelper II
5 years ago

Time Intelligence YTD and Previous year calculation.

Hi Experts,   I am creating a power bi sales dashboard with KPI's showing previous year sales, year to date sales and Variance indicating positive or negative. I will like the KPI to be time intell...
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goncalogeraldes's avatar
goncalogeraldes
Icon for Super User rankSuper User
5 years ago

Hello there Nanakwame ! You can either use the SAMEPERIODLASTYEAR() or the PARALLELPERIOD() with the same formulas that are your current measures. You can check the following documentation on these two formulas:

 

https://docs.microsoft.com/en-us/dax/sameperiodlastyear-function-dax

https://docs.microsoft.com/en-us/dax/parallelperiod-function-dax

 

Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!

You can also check out my LinkedIn!

Best regards,
Gonçalo Geraldes

Nanakwame's avatar
Nanakwame
Icon for Helper II rankHelper II
5 years ago

This is what  have for sales PYTD 

SalesPYTD = CALCULATE([SalesYTD],SAMEPERIODLASTYEAR('Date'[Date]))
It doesnt work for this formula 
  • goncalogeraldes's avatar
    goncalogeraldes
    Icon for Super User rankSuper User
    5 years ago

    Nanakwame I'll give you a few examples:

    SalesPYTD = CALCULATE([SalesYTD],SAMEPERIODLASTYEAR('Date'[Date].[Date]))

SalesPYTD = CALCULATE([SalesYTD],DATEADD('Date'[Date], -1, year))

or alternatively:

SalesPY = CALCULATE([Sales], SAMEPERIODLASTYEAR('Date'[Date].[Date]))
SalesPYTD = TOTALYTD([SalesPY], 'Date'[Date].[Date])

    Hope this answer solves your problem!
    If you need any additional help please @ me in your reply.
    If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
    Thanks!

    You can also check out my LinkedIn!

    Best regards,
    Gonçalo Geraldes

    • Nanakwame's avatar
      Nanakwame
      Icon for Helper II rankHelper II
      5 years ago

      Hi goncalogeraldes 

       

      I have the same dax function but it appears to be showing the full year previous sales instead of the same period.