topic Comparing data to a base year, calculate difference and % change in DAX Commands and Tips

Comparing data to a base year, calculate difference and % change

dp_75 — Thu, 17 Oct 2024 12:58:34 GMT

Hi there,

I have data value for each date 2019-2024, and I want to show monthly average and % change vs the average from same month in 2019 (as a base year). I have a date column (date format) and a year column (number format). I am using the following formula:

Average for each month: This shows the average for whole of 2019 year , not the specific month in 2019 ?

Calc 2019 Avg = CALCULATE(Average('All data'[Value]),FILTER(ALLSELECTED('All data'), 'All data'[Date] in FILTERS('All data'[Date])&&'All data'[Year]=2019))

% change for each month: This is showing incorrect % change (as it is referencing the average for the whole of 2019)

Avg Value vs 2019 avg = Avg Value vs Avg 2019 = divide(Average('All data'[Value]),CALCULATE(Average('All data'[Value]),FILTER(allselected('All data'), 'All data'[Date] in FILTERS('All data'[Date])&&'All data'[Year]=2019)) )-1

Anyh ideas on how i can pull back the average for each month and a % growth compared to the same month in 2019 ?

Thanks !

dp_75

Re: Comparing data to a base year, calculate difference and % change

lbendlin — Thu, 17 Oct 2024 19:40:48 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information. Do not include anything that is unrelated to the issue or question.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Comparing data to a base year, calculate difference and % change

Anonymous — Fri, 18 Oct 2024 02:39:17 GMT

lbendlin , thanks for your concern about this case. I tried to create a sample data myself based on the user's requirement and implemented the result. Please check if there is anything that can be improved. Here is my solution:

Hi dp_75 ,

I created some data:

Here are the steps you can follow：

1. Create measure.

Calc 2019 Avg = AVERAGEX( FILTER(ALL('Table'),'Table'[Year]=2019&&'Table'[Month]=MAX('Table'[Month])),[Value])

Avg Value vs 2019 avg = DIVIDE( AVERAGEX('Table',[Value]),[Calc 2019 Avg])-1

2. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Re: Comparing data to a base year, calculate difference and % change

dp_75 — Fri, 18 Oct 2024 10:51:11 GMT

many thanks - that solution works.

I also found this similar DAX expression works:

Avg Value 2019 = CALCULATE (

AVERAGE ( 'All data'[Value] ),

FILTER (

ALL ( 'All data' ),

'All data'[Date].[Month]

= MAX ( 'All data'[Date].[Month] )

&& 'All data'[Date].[Year] = 2019 ))

Re: Comparing data to a base year, calculate difference and % change

dp_75 — Fri, 18 Oct 2024 10:55:53 GMT

Thanks Ibendlin - i think we've got the answer here. I will add a sample file next time as you suggest - much easier to deal with.

regards

DP_75