Calculating Sales By Period to Date in Power BI

Larotta

New Member
Joined
Jan 9, 2021
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hi Guys,

Could you help?

I'm trying to create a sales report which summarises the sales by Week, Period to date & YTD. I've managed to calculate the YTD it's the Period to date I'm having the issues with.

Calendar Example.png


In the calendar table above, I've selected Week 6 (Let's say we have sold 10 units every week to make it easier to understand) So week 6 would 10 units. Period to date would be 20 Units & YTD would be 60 Units.

Below is my measure I used to calculate the YTD units, which works.

For this, I created a couple of other measures, the first measure [WeekMin] takes the minimum week number, the second measure [SelectedWeek] does what it says, uses the selected week from the slicer. The sums all the weeks from week 1 to the week selected:

Sales YTD =
CALCULATE (
[Weekly Sales],
FILTER (
'Sales Table',
'Sales Table'[Time.Week of Year] >= [WeekMin]
&& 'Sales Table'[Time.Week of Year] <= [WeekSelected]
)
)

So basically I would like to calculate the Period to date based on the currently selected week. A few examples:

If I selected week 4 the Period to date units would be 40.
If I selected week 7 the Period to date units would be 30.

Just to note not all periods are 4 weeks, some are 5 weeks.

Many thanks for you help!

L
 

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