topic YoY Growth % DAX Formula in DAX Commands and Tips

YoY Growth % DAX Formula

Trying2Excel — Thu, 27 Mar 2025 13:05:04 GMT

I need help with creating a YoY growth rate for the table below. Below I have also provide my YTD reduction formula.

YTD Total Complete Reductions =

VAR _currentYear =

YEAR ( MAX ( 'Historical Reductions Table'[End of Month] ) )

VAR _currentMonth =

MONTH ( MAX ( 'Historical Reductions Table'[End of Month] ) )

RETURN

IF (

ISINSCOPE ( 'Historical Reductions Table'[End of Month].[Year]),

CALCULATE (

SUM ( 'Historical Reductions Table'[Reduction2] ),

FILTER (

ALLSELECTED ('Historical Reductions Table'),

YEAR ( 'Historical Reductions Table'[End of Month]) = _currentYear

&& MONTH ( 'Historical Reductions Table'[End of Month] ) <= _currentMonth

)

CALCULATE (

SUM ( 'Historical Reductions Table'[Reduction2] ),

FILTER (

ALLSELECTED ('Historical Reductions Table' ),

MONTH ( 'Historical Reductions Table'[Date] ) <= _currentMonth

)

Re: YoY Growth % DAX Formula

Pow3Range — Thu, 27 Mar 2025 13:15:30 GMT

YoY Growth % =
VAR _currentYear =
YEAR ( MAX ( 'Historical Reductions Table'[End of Month] ) )
VAR _currentMonth =
MONTH ( MAX ( 'Historical Reductions Table'[End of Month] ) )

VAR _currentYTD =
CALCULATE (
SUM ( 'Historical Reductions Table'[Reduction2] ),
FILTER (
ALLSELECTED ( 'Historical Reductions Table' ),
YEAR ( 'Historical Reductions Table'[End of Month] ) = _currentYear
&& MONTH ( 'Historical Reductions Table'[End of Month] ) <= _currentMonth
)
)

VAR _previousYTD =
CALCULATE (
SUM ( 'Historical Reductions Table'[Reduction2] ),
FILTER (
ALLSELECTED ( 'Historical Reductions Table' ),
YEAR ( 'Historical Reductions Table'[End of Month] ) = _currentYear - 1
&& MONTH ( 'Historical Reductions Table'[End of Month] ) <= _currentMonth
)
)

RETURN
IF (
NOT ISBLANK(_previousYTD),
(_currentYTD - _previousYTD) / _previousYTD,
BLANK()
)

Modified your DAX Can you try this one Trying2Excel || And if possible can you share your PBIX File?
If this solution helps, please accept it and give a kudos, it would be greatly appreciated.

Re: YoY Growth % DAX Formula

Trying2Excel — Thu, 27 Mar 2025 13:41:41 GMT

Thank you for the quick response! The formula provided doesnt seem to be recognizing the year in the table.

Re: YoY Growth % DAX Formula

Pow3Range — Thu, 27 Mar 2025 14:21:09 GMT

Trying2Excel -- Can You share the PBIX file if possible

Re: YoY Growth % DAX Formula

v-hashadapu — Thu, 03 Apr 2025 08:49:52 GMT

Hi Trying2Excel , Thank you for reaching out to the Microsoft Community Forum.

Try below:

YoY Growth Rate =

VAR _currentYear = SELECTEDVALUE('Historical Reductions Table'[End of Month].[Year])

VAR _previousYear = _currentYear - 1

VAR _currentMonth = MONTH(MAX('Historical Reductions Table'[End of Month]))

VAR _currentYearReduction =

CALCULATE(

SUM('Historical Reductions Table'[Reduction2]),

FILTER(

ALLSELECTED('Historical Reductions Table'),

YEAR('Historical Reductions Table'[End of Month]) = _currentYear

&& MONTH('Historical Reductions Table'[End of Month]) <= _currentMonth

)

VAR _previousYearReduction =

CALCULATE(

SUM('Historical Reductions Table'[Reduction2]),

FILTER(

ALLSELECTED('Historical Reductions Table'),

YEAR('Historical Reductions Table'[End of Month]) = _previousYear

&& MONTH('Historical Reductions Table'[End of Month]) <= _currentMonth

)

RETURN

IF(

ISBLANK(_previousYearReduction) || _previousYearReduction = 0,

BLANK(),

DIVIDE(_currentYearReduction - _previousYearReduction, _previousYearReduction)

)

If your End of Month column has a date hierarchy, you can replace YEAR('Historical Reductions Table'[End of Month]) with 'Historical Reductions Table'[End of Month].[Year]' and similarly for MONTH

If this helped solve the issue, please consider marking it 'Accept as Solution' so others with similar queries may find it more easily. If not, please share the details, always happy to help.
Thank you.

Re: YoY Growth % DAX Formula

Trying2Excel — Thu, 03 Apr 2025 15:59:46 GMT

Thank you so much for your help!