Balance Sheet - Displaying prior month & same month LY

Power BI
1

Hi,

I’m following the Financial Reporting w/ Power BI training (which is excellent!) and have worked through developing a balance sheet that displays one column of values for the currently selected month.

The issue I’ve run into is that alongside the column of values that represent the currently selected month I also need a column for the prior month and same month last year. While using a 4/4/5 weeks per month type retail calendar. I haven’t been able to figure out how to do that.

Any help and guidance would be greatly appreciated!

Cheers,
Stephen

2

Hi @Stephen13

Here you can’t use Time intelligence functions, because its 4/4/5 calendar.
You can create measures like below.

Prior Month =
VAR MonthNum = selectedmonth
VAR YearNum = selectedyear
VAR PrvMonth = selectedmonth-1
VAR Tab = Filter(All(DatesTable),Year = YearNum && Month# = PrvMonth)
RETURN
CALCULATE( [Measure],Tab)

3

Hi @Stephen13, did the response provided by @Rajesh help you solve your query? If not, how far did you get and what kind of help you need further? If yes, kindly mark as solution the answer that solved your query. Thanks!

4

Hello @Stephen13

Would you be able to send sample .pbix file?

Regards
Kumail Raza

5

Thanks for replying Rajesh. That was exactly what I was looking for!