I need to create a field of previous year total sales in the current year column.
Here is an example based on it being 2018 today: in 2018, it should be 2017 total sales(full year), in 2019, it should be 2018 Sales(jan-apr would be only months in may), and 2020 should be blank, as there are no data in 2019 yet, etc.
Use the calculation to make it as "Date-1".
Related
I am looking for DAX expression to show me monthly figure for last financial years. Here is an example of the information;
The figure is accumulated since the starting of 31 Jan 2017 or earlier which I have no information. The data I have does not have a monthly view but Year to Date (YTD).
How could I structure the DAX so that it would be able to find out what is the figure for the month.
For example, Jan 2017 $2,000 , Feb 2017 $5000 (included figure from Jan 2017), March 2017 $8000 (included Jan 2017 and Feb 2017).
How can it be done to have the monthly view ?
Date............. Balance Sheet Amount.......View
31-Dec 2017................24,000.......................YTD *1
31-Jan 2018................24,010.......................YTD *1
28-Feb 2018................24,310.......................YTD *1
31-Dec 2018................30,000.......................YTD *2
31-Dec 2019................31,000.......................YTD *3
31-Dec 2020................40,000.......................YTD *4
30-June 2021................5,000.......................YTD *5
Let's say your current table does not contain previous balance, then it will be easier to obtain the current month movement with the following formula:
Current Month = Sheet1[YTD Bal] -
CALCULATE(SUM(Sheet1[YTD Bal]),
FILTER(Sheet1,Sheet1[Index] = EARLIER(Sheet1[Index]) - 1))
Before you start the dax calculation, you will need to add index column first and here is the output:
I've tried so many times to solve this, but failed.
Question:
I help on a solution on how to calculate Current Year divided by last year in our Fiscal Year, month by month, where last years date differs from this years date
Scenario
I want to see how we performed on revenue January 2017 vs. January 2016
I select these date filters; YEAR = 2017 and Month = January. This will generate the dates 1st January to 31st January 2017
But, the dates for 2016, is not 1st January to 31st January
My company's logic is; Which DAY NAME was the 1st January of 2017 and find this first DAY NAME in January 2016 and then see which DATE this has.
Scenario Example:
2017 = 1 - 31 January and the DAY NAME for 1st January is "Sunday"
2016 = The date for the first Sunday in 2016 is 3rd January, therefore, the dates for January 2016 = 3 January - 2. February
My problem is how to make a formula that takes this year and divide that on last year's date range logic
What have I done?
First I created a formula; CALCULATE(SUM(Append1[SalesAmount]);SAMEPERIODLASTYEAR(Append1[Date]);ALL(Append1);FILTERS(Append1[Channel]))
This worked perfectly, but this just calculates 1-31 January 2017 / 1-31 January 2016 (calendar year, not fiscal year).
Googled through many, many Power BI post regarding Rolling months, DAX, DATE DAX and such, but i still haven't been able to come up with a solution.
Hope some of you can help me in the right direction!
Regards Erik
You can create a calculated column that gives the corresponding date from the previous year as follows:
DateLastYear =
VAR CurrDate = Append1[Date]
VAR LastYear = DATE(YEAR(CurrDate)-1,MONTH(CurrDate),DAY(CurrDate))
VAR Offset = MOD(WEEKDAY(CurrDate) - WEEKDAY(LastYear),7)
RETURN LastYear + Offset
Given this, you can create a calculated column that looks up the sales amount on those dates:
LastYearSalesAmount =
LOOKUPVALUE(Append1[SalesAmount],Append1[Date],Append1[DateLastYear])
At this point, you should be able to create your ratio as follows:
DIVIDE(SUM(Append1[SalesAmount]), SUM(Append1[LastYearSalesAmount]))
I need to modify some Tableau dashboards so that they show from the previous month going back 12 months.
For example, it is August 2017 now, so the company wants to see the 12 months ending at July 2017. In other words: Aug 2016, Sept 2016, Oct 2016...June 2017, July 2017.
Using Tableau's relative date filter, users can easily select "previous month" (July 2017) or "previous 12 months" (Sept 2016-Aug 2017) on the relative date filter. But they can't choose previous month going back 12 months (Aug 2016-July 2017).
I was thinking of writing a formula that sets current month as 0, previous month as 1, month before that as 2 etc and that way I can filter to only show months 1, 2, ...12. And not show month 0, the current month.
Is this the best approach? I thought Tableau would have an option for this - surely a lot of companies want to see a year worth of data ending at the previous month? (Since the current month is not yet complete so they don't want to see a partial month's data).
Thanks for your ideas!
You are right about this being a common requirement. I do 'Last 12 months' filter too which excludes current month since it is not a full month.
In my case I have defined a True/False type calculated field which I use to filter records which show in the dashboards.
Here is the formula that I use:
DATEDIFF('month',[My Timestamp Field],Today()) < 13 and DATEDIFF('month',[My Timestamp Field],Today()) > 0
My typical requirement is that I want to subtract two Dates cast as timestamp. The Minuend (First parameter) is the current date and the Subtrahend(second parameter) is stored separately as DD, MM and YYYY in three columns. The final output should be a discrete year as number. I am playing with something like :
SELECT (TO_DATE('05-DEC-2013') -
CASE LENGTH(CAND_DOB_DD)
WHEN 1 THEN
CAST(TO_DATE('0'||CAND_DOB_DD||'-'||CAND_DOB_MM||'- '||CAND_DOB_YYYY,'DD-MM-YY HH24:MI:SS')
AS TIMESTAMP)
ELSE
CAST(TO_DATE(CAND_DOB_DD||'-'||CAND_DOB_MM||'-'||CAND_DOB_YYYY,'DD-MM-YY HH24:MI:SS')
AS TIMESTAMP) / 365 END YEAR
FROM CANDIDATE
The Year part as Integer will be used for a very sensitive calculation. Please suggest if the above piece of SCRIPT will yield the desired result. Thanks in advance.
For most purposes you could just use the Months_Between() function to determine the number of months between two dates, and then divide by 12 etc.. Note that the number of months is an integer when comparing two dates that have the same day of the month or are both the last day of the month.
This is tricky when it comes to leap years.
Do you count 28th Feb 2015 to 28th Feb 2016 as exactly one year, when 28th Feb 2015 to 29th Feb 2016 is one day longer but plainly is a year?
What about 29th Feb 2016 to 28th Feb 2017, or 28th Feb 2016 to 28th Feb 2017?
Think carefully about these boundary cases, but Months_Between() is likely to be your best choice.
I'm trying to take one group and put it in two different columns. I know you can do that for the details of a group in the section expert but it won't allow you do so for a group. The group is date that I've separated by months for the all of last year and this year to the current date and I want last year's months in one column and this year's months in another column. Like this:
January 2011 January 2012
February 2011 February 2012
March 2011 March 2012
April 2011 April 2012
May 2011
June 2011
July 2011
August 2011
September 2011
October 2011
November 2011
December 2011
That way the months are easy to compare and they can be drilled down. Any ideas?
In Details section's 'Section Expert', select 'Format with Multiple Columns'
Select the (now visible) Layout tab
Select 'Format Groups with multiple column'
Add a second group on your date field by year (make sure it is 'outside' the mm/yyyy grouping)
Size the footer of the section you created in #4 to get each year to be in its own column
If you group by month name (like monthname({transaction.date}) so January 2011 and 2012 will be in the same group) then you can use a running total to summarize the years individually within that group. You can do this by creating two running total fields, one with an evaluate formula like year({transaction.date})=2010 and another with the formula year({transaction.date})=2011.
Note that running totals won't work in the group header though, so you'd need to migrate those fields down into the group footer instead.
How about using a cross-tab like:
2011 2012
January 10 12
February 5 12
March 8 1
This would be a lot more flexible.