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vinissousa1's avatar
vinissousa1
New Member
4 years ago

Yearly performance based on monthly return

I am trying to calculate a yearly performance based on monthly returns. How to do that with dax? Anyone has a suggestion? 
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amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

vinissousa1 , try like

 

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

 

 

or create mesures like

 

Total sales = SUM(Sales[Sales Amount])

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

or
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

and take diff %