Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

summing previous year while allowing current year filter power bi

Hello, I'm trying to display current year gained from last years totals.  Table appears as followed: Type Type2   CurrentYrGained        2021Growth          2020Gained(Not displayed but used for ca...
Need Help
  • v-yingjl's avatar
    v-yingjl
    5 years ago

    Hi Anonymous ,

    Put the Year of Date hierarchy in the slicer and select current year, it should work.

    Attached a sample file in the below, hopes it could help.

     

    Best Regards,
    Community Support Team _ Yingjie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak's avatar
amitchandak
Super User
5 years ago

Anonymous , is this your source table ?

If you have date use Time intelligence with Date table or use a separate year table

 

// With date and Date table

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"))

 

 

// With year and separate year table

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))

 

diff = [This Year]-[Last Year ]
diff % = divide([This Year]-[Last Year ],[Last Year ])

 

Default current year

https://www.youtube.com/watch?v=hfn05preQYA

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

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 :radacad sqlbi My Video Series Appreciate your Kudos.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    I cant lock the report to only this year and last year. I will need to allow users to be able to adjust the Date Slicer without impacting the calculation for the previous year. 

     

    Below was my custom measure attempt:

     

    My Measure=
    test1 = SUM('Engagement'[Engagement Gains])
    var test =
    CALCULATE('Engagement'[test1],SAMEPERIODLASTYEAR('Engagement Data'[Date].[Date]),ALLEXCEPT('Engagement Data','Engagement Data'[Type],'Engagement Data'[Type2]))
    return
    (sum('Engagement Data'[Engagement Gains])/test) -1

    What I expect/want to see:
    Year:
    2021
    Type  Type2  Growth
    A          1         50%
    Slicer = Current year


    What I'm getting:
    Year:
    2020                                     2021 
    Type  Type2  Growth               Type  Type2  Growth
    A          1        Infinity                 A          1          50%     
    Slicer = Current year

    Conclusion: I need Slicer of Current year to work by removing the year 2020 from report and only showing year 2021

    • v-yingjl's avatar
      v-yingjl
      Community Support
      5 years ago

      Hi Anonymous ,

      Put the Year of Date hierarchy in the slicer and select current year, it should work.

      Attached a sample file in the below, hopes it could help.

       

      Best Regards,
      Community Support Team _ Yingjie Li
      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        This will work. Its does not allow for "Relative Dates" but, still functions by displaying single year while still doing previous year calcualtion. Also to avoid the infinity return for years that do not have a prior year I've update dax in measure with below.

         

        Thank you for you aid. 

         

         

        Measure =
        VAR test =
        CALCULATE (
        SUM ( Engagement[Engagement Gains] ),
        SAMEPERIODLASTYEAR ( 'Engagement'[Date].[Date] ),
        ALLEXCEPT ( 'Engagement', 'Engagement'[Type], 'Engagement'[Type2] )
        )
        RETURN
        IF(test=BLANK()||test<0, 0,
        ( SUM ( Engagement[Engagement Gains] ) / test ) - 1)