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KMcCarthy9
Helper V
Helper V

Previous Month Revenue Using Fiscal Year and Fiscal Month

I need to calculate month over month of Revenue Earned but using Fiscal Year and Month. I'm at a complete loss how to do this since the normal date/time intelligence does not work. 

I have a datetable that holds the fiscal information and a table that holds the revenue data. I *simply* just want to show the previous month value and then conditional formatting for an up or down arrow. 

 

I have attached my .pbix here: Revenue 

Thank you in advance! 

1 ACCEPTED SOLUTION

Hi @KMcCarthy9 

 

You can try below measure.

 

xifeng_L_0-1718722236081.png

Previous Month Rev = 
SUMX(
    SUMMARIZE('Datetable','Datetable'[FISCYEAR],'Datetable'[FISCMonthNumber],'Datetable'[FisIndexMonth]),
    VAR CurFISCMonthIndex = 'Datetable'[FisIndexMonth]
    RETURN
    CALCULATE(
        SUM('Revenue'[Revenue Earned]),
        'Datetable'[FisIndexMonth]=CurFISCMonthIndex-1,
        ALL('Datetable')
    )
)

 

 

Demo - Previous Month Rev.pbix

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

 

View solution in original post

4 REPLIES 4
xifeng_L
Super User
Super User

Hi @KMcCarthy9 

 

The file you provided is corrupted, and cannot be opened.

 

xifeng_L_0-1718442892099.png

 

But I think using the DATESADD function should solve your problem?

 

Or you can give the month an index number, such as ( month index = year*12 + month ), and then use the current month index -1 to get the previous month.

 

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

@xifeng_L Apologies for the corrupt file. I believe it is now fixed: Revenue PBI 
I have a fiscal month index column in my datetable. How would I go about using this in my DAX calc? 
I tried the following,which has gotten me the closest, but it doesn't appear to give the previous month, as it's giving the same value. 

 

 

Previous Month Rev = 
var _rev = CALCULATE(SUM('Revenue Breakdown'[Revenue Earned]), 'Revenue Breakdown'[Vendor Type] = "TMO")
RETURN
CALCULATE(
    _rev,
    DATEADD(vw_AMS_DateTable[CALDAY], -1, MONTH),
    ALLEXCEPT(vw_AMS_DateTable, vw_AMS_DateTable[FisIndexMonth]))

 

 

KMcCarthy9_0-1718637379795.png

 

Hi @KMcCarthy9 

 

You can try below measure.

 

xifeng_L_0-1718722236081.png

Previous Month Rev = 
SUMX(
    SUMMARIZE('Datetable','Datetable'[FISCYEAR],'Datetable'[FISCMonthNumber],'Datetable'[FisIndexMonth]),
    VAR CurFISCMonthIndex = 'Datetable'[FisIndexMonth]
    RETURN
    CALCULATE(
        SUM('Revenue'[Revenue Earned]),
        'Datetable'[FisIndexMonth]=CurFISCMonthIndex-1,
        ALL('Datetable')
    )
)

 

 

Demo - Previous Month Rev.pbix

 

 

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

 

Thank you~

 

@xifeng_L  This works! Thank you so much! 

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