I have had a headache since yesterday with a measure.
My table is Data and in this table, I have a column Data[Date] which contains the first day of each month from January to June and a measure which calculates Total revenue.
I need a measure that calculates for June: Total REV = April + May + June.
I have tried this measure:
CALCULATE([TOTAL REV], DATESINPERIOD(Data[Date], LASTDATE(Data[Date]), -3, MONTH))
but in order to have the correct number I need to select all three months in the slicer, not just the month I am interested in.
When you've got just one date selected in the slicer the filter context for the CALCULATE is just that month.
So I suspect that something similar to the below would fix your issue as it would allow the CALCULATE to consider the whole date table:
CALCULATE([TOTAL REV], DATESINPERIOD( ALL(Data[Date]), LASTDATE(Data[Date]), -3, MONTH))
Try this:
sumx(DATESINPERIOD('Data'[Date], LASTDATE('Data'[Date]), -3, MONTH) , [TOTAL REV])
Related
I'm using Power BI, in directQuery mode for all my tables (other than my date table).
I can't change that.
To simplify, I have a fact table that has an id, a date field and a sales figure (not even using the sales for this question.. just the fact that there is a sale on this date).
The date field relates to my date dimension as you'd expect.
I have created a measure, which is a rolling 2 year count of sales (not sum, just count).
Rolling_year_sales_count = CALCULATE(
DISTINCTCOUNT( fact[sale_id]),
DATESINPERIOD(
dim_date[yyyy_mm_dd],
LASTDATE(dim_date[yyyy_mm_dd]),
-2,
Year
))
this looks good when I put it on a simple table - its properly counting the rolling year counts.
Now, I want to create a rolling 2 year AVERAGE count.
So the result should show 2 for 1925, 5 for 1926, 8 for 1927... (Add the 2 previous year's rolling counts, and divide by 2)
I tried just including this measure in a new measure that uses SUMMARIZE - but because I am using DirectQuery, I cannot refer to calculated measures in my SUMMARIZE.. Same goes for CALCULATE.
So how can I calculate this average, knowing that I'm in directQuery mode?
Thanks!
I have a daily sales data for 3-4 years. I want to create the YTD and Prior Year To Date sales measure that will be updated daily. That is it should always be from beginning of the year (selected) to TODAY or the last day of the data (1 day lag from today and max date).
I used Sameperiodlastyear but it is problematic at the beginning of the month as it compares say Jan 1, 2022-June 8 2022 with Jan 1, 2021 with June 30, 2021.
Any suggestion how I can create a modified prior year to date measure to address this nuance?
This is a standard solution for the case. First, you get all dates, with a DATESYTD() function, for the current year or last visible year up today or last visible day, then you offset it.
SAMEPERIODLASTYEAR(DATESYTD(‘Date’[Date]))
It is equal to
DATEADD(DATESYTD(‘Date’[Date]),-1,YEAR))
Try this if you want to get exact days set:
VAR FirstDayThisYear =
SAMEPERIODLASTYEAR(STARTOFYEAR(‘Date’[Date])
VAR LastDayThisYear =
SAMEPERIODLASTYEAR(
LASTDATE(‘Date’[Date])
)
VAR SetOfDates=
DATESBETWEEN(
‘Date’[Date]
,FirstDayThisYear
,LastDayThisYear
)
RETURN
SetOfDates
What is the opposite of EOMONTH()? I am trying to find the beginning date of 12 months ago. Would it be EOMONTH(Current Date,12)-1?
Any direction would be great. TIA
To find the beginning of a month, go to the end of the month before and add a date to it (not sure if I understand the question)
Start of month one year ago = EOMONTH(TODAY(),-13)+1
In general, the opposit function is STARTOFMONTH:
=STARTOFMONTH('Date'[Current Date])
If you want to get the first day of the month 12 months ago:
= STARTOFMONTH ( DATEADD ( 'Date'[Current Date], -12, MONTH ) )
This measure will return the first date of the same month a year ago (i.e., for 2018-09-22, it will return 2017-09-01). Current month is included, so you will get a total of 13 months. If you need only 12 months total:
= STARTOFMONTH ( DATEADD ( 'Date'[Current Date], -11, MONTH ) )
If you are trying to compute something over a rolling 12 months period, this article should help:
12-month Rolling Average in DAX
In DAX, you could also use
= DATE(YEAR(Dates[Date])-1, MONTH(Dates[Date]), 1)
This backs up one year, keeps the month, and returns the first day of that month.
There is no straight opposite function for EOMONTH() in DAX. But you can still use EOMONTH() to get the first date of a month.
Last date of a month
= EOMONTH(Leaves[LeaveStart]
First date of a month
= EOMONTH(Leaves[LeaveStart],-1)+1
You can also just use 1 in place of date to get first day of a month, like:
= DATE(YEAR(Leaves[LeaveStart]), MONTH(Leaves[LeaveStart]), 1)
Please note that STARTOFMONTH() is opposite function for ENDOFMONTH() not for EOMONTH().
I'm trying to create a table which shows a sum of monthly values for one year compared to the last year's totals (structured as the screenshot below):
Monthly Comparison
However, the caveat I'm dealing with is comparing the most current month, which will always contain partial month data (unless it's the last day of the month), to the same date range of the previous year. In the screenshot I attached, our data for January 2018 only goes through January 22nd. However, it's comparing it to the full month of January from 2017, whereas we want that total to be January 1st - 22nd, 2017: Value That Needs to be Updated.
I've tried messing around with various MTD and cumulative totals, but I can't seem to get the logic to work while keeping the aggregation to the monthly level. Any idea what type of logic needs to used in order to compare year-over-year totals, but only do a partial sum for the same date range of a month that is currently in progress?
Thanks in advance.
In my short example, this seems to work:
Total Sales LY 2 =
VAR MaxDate = EDATE(CALCULATE(MAX(Sales[Date]);ALL(Sales));-12)
RETURN
CALCULATE(
[Total Sales];
FILTER(SAMEPERIODLASTYEAR('Date'[Date]);'Date'[Date]<=MaxDate)
)
I calculate Total Sales for the same period last year, with the max of the last available sales date this year.
Total Sales LY = Comparing last year full month (wrong)
Total Sales LY 2 = Comparing last year month, with max of last sales date
PBIX file
I am using DAX in Power BI to calculate Previous Month sales total to date to create a KPI visual. i.e. if today is 7th Dec then I want to get sales total from 1st Nov to 7th Nov and compare with current month to date.
CurrentMTD = TOTALMTD(SUM(SALES_VOUCHERS[SaleValue]),DatesTable[Date])
This works fine.
However Previous Month YTD gives me total for entire month of November. I have tried the following so far
PMYTD = totalmtd(sum(SALES_VOUCHERS[SaleValue]),dateadd(DATESMTD(DatesTable[Date]),-1,month))
and
PMYTD = CALCULATE(sum(SALES_VOUCHERS[SaleValue]),
DATESBETWEEN(DatesTable[Date],
FIRSTDATE(PREVIOUSMONTH(DatesTable[Date])),
LASTDATE(DATEADD(DatesTable[Date],-1,MONTH))))
Both return the same answer which is total for the entire previous month .
If I simply hardcode the start and end date in datesbetween version above, then I do get the desired result. But that is not the solution.
I have linked the fact table (Sales_VOUCHERS) to a DatesTable and as of now there are no other visuals on the report page.
Kindly assist what I am missing out on and how I can get Previous Month year to date total
If you're aggregating at the month level (i.e. you're looking at December 2016 vs. November 2016), then the measure you have above will show you the entire month of December compared to the entire month of November (and since December is a partial month and November isn't, it causes the mismatch you see).
If you filter to the current date (e.g. 7th Dec), then both your MTD and Prior Month MTD measures will only show you through the 7th of their corresponding months.
Assuming you don't want to filter to the day level (not unreasonable), you could enhance your formula to filter out future dates. For example:
PMYTD = totalmtd(
sum(SALES_VOUCHERS[SaleValue]),
dateadd(
FILTER(
DATESMTD(DatesTable[Date]),
DatesTable[Date]<TODAY()
),
-1,
month
)
)
This says, if the date is after today, don't pass it into the TOTALMTD calculation (so it will only calculate the first 7 days of the month, for example, if today is Dec 8th - even if you're looking at full months on your report).
Side note: you can also write your previous month measure to re-use your MTD measure rather than redefining it. In this way, if you ever change the MTD calculation, the previous MTD calculation automatically updates.
PMYTD = CALCULATE(
[CurrentMTD],
DATEADD(
FILTER(
DatesTable[Date],
DatesTable[Date]<TODAY()
),
-1,
MONTH
)
)
Useful Resources:
https://www.powerpivotpro.com/2016/01/year-to-date-in-previousprior-year/ (article that covers this problem and a variety of solutions)
https://community.powerbi.com/t5/Desktop/Compare-MTD-with-previous-period/td-p/24656 (forum discussion about the same problem)
http://community.powerbi.com/t5/Desktop/Time-Intelligence-TOTALMTD-vs-DATESMTD-vs-DATEADD/td-p/10088 (forum discussion about DATESMTD vs TOTALMTD)