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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.

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)