Unable to calculate previous year FY values using SAMEPERIODLASTYEAR

[Anonymous]

Dear Expertise,

I am new to Power BI. Our fiscal year starts from October to September. I have to compare sales of current fiscal year with sales of previous financial year. I am writing the formula as PrevRev=CALCULATE(SUM('Sales Table'[Sales]),SAMEPERIODLASTYEAR(DateTime[DateTime].[Date])). But is calculating wrongly, it is showing values as current fiscal year.I am missing someting. Please help me .I have uploaded my pbix file for your reference. Thank you.

https://drive.google.com/file/d/1gSTBdH_QTTJi-2AIuX12ZnHdJauB_SCY/view?usp=sharing

[amitchandak]

@Anonymous , Do not use .date.

In case you have datetime, in your table. Create a date column

Date = [Datetime].Date.

Join this with date table and then use time intelligence function. Date/calendar table should be marked as a date table. Option on Right-click.

Depending on the need you can use SAMEPERIODLASTYEAR or following

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"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
//Only year vs Year, not a level below

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

Power BI — YTD
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

[lbendlin · Accepted solution]

Funny enough the "Time Intelligence" functions actually require a Dates table.  Your table is too granular (including hours), and the date column is not marked correctly.

Dates = CALENDARAUTO(9)

Fiscal Year = CONCATENATE("FY",IF(MONTH(Dates[Date])<=9,YEAR(Dates[Date])-1,YEAR(Dates[Date])))

In addition your contract date needs to be mapped to a Date type column, and that column then used in the data model.

Then everything works as you intended.

[Anonymous]

Many thanks !