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Nanakwame
Helper II
Helper II

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 intelligence to only use same period as last year. For instance if the year to date KPI is showing $50,000 then last year sales should only calculate up to October 22 of last year. 

 

Any dax function that can help with this?

 

Thank you

5 REPLIES 5
Greg_Deckler
Super User
Super User

@Nanakwame You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.
https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...

 

If you have a custom fiscal calendar TI functions are useless.


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goncalogeraldes
Super User
Super User

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

This is what  have for sales PYTD 

SalesPYTD = CALCULATE([SalesYTD],SAMEPERIODLASTYEAR('Date'[Date]))
It doesnt work for this formula 

@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

Hi @goncalogeraldes 

 

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

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