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icassiem
Post Prodigy
Post Prodigy

Calculate History MoM, YoY & Target based off dynamic dates but dataset already filtered

Good day,

 

I have a dataset that contains startofmonth as date for fact revenue & target

Linked to a calendardimension on start of date but returns full date for a dateslicer, many-to-one

so i have revenuew calc based off the slicer/picker from and to dates with custom dates calculating history mon and history yoy

example: 

Slicer selectes Mar24-April24 then Revenue returns 2 months data

but Mom = Jan24-Feb24 and YoY=Mar23-Apr23

so i have calcsmeas that stores the dynamic history ranges and have the calc filter on the ranges

but because my selected range is Mar24-Apr24 the History calcs return nothing as the datset is already filtered and dont find Jan24-Feb24 and Mar23-Apr

i tried to calc using sum with filter(all or filter(allselected or just filter( , but it think my dataset is already filtered by its relationship

and my calc has filters using the custom calc dates

 

im thinking of duplicating my datasets for YoY,MoM, and actual but if they all to the one calendar as i have grapgh to show the trend but once the slicer selects the date my datset is already filtered, even though i switch off interations and the dynamic dates calc are correct ranges i still get nothing

 

please any help?

 

regards 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@icassiem 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 that doesn't help, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.



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1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

@icassiem 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 that doesn't help, Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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