topic Re: Percentage difference between current year sale ytd & previous year ytd in a card visual. in DAX Commands and Tips

Percentage difference between current year sale ytd & previous year ytd in a card visual.

Anonymous — Sat, 22 Jan 2022 12:48:14 GMT

Hi everyone.
So i want to calculate % difference between CY_YTD & PY_YTD and show the total % diff in a card visual. Keeping in mind that fiscal years starts at december. i have sale column available.
Kindly let me know how to do it in a dax.
Thanks in advance to this wonderful community.

Re: Percentage difference between current year sale ytd & previous year ytd in a card visual.

ValtteriN — Sat, 22 Jan 2022 13:16:14 GMT

Hi,

So based on your description here is the dax you need:

For YTD:
[SALES YTD]=
CALCULATE(SUM('Table'[Sales]),DATESYTD('Calendar'[Date],"11/30")) //"11/30" is the year end date

For LYYTD:
[SALES LYYTD]
CALCULATE([SALES YTD],SAMEPERIODLASTYEAR('Calendar'[Date]))

For diff %:
[SALES YTD-SALES LYYTD diff]=
DIVIDE([SALES YTD]-[SALES LYYTD],[SALES YTD])

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

Re: Percentage difference between current year sale ytd & previous year ytd in a card visual.

Anonymous — Sat, 22 Jan 2022 14:16:17 GMT

I am unable to show it in the card. Card shows (blank). How can i show the total % diff in a card visual.

Re: Percentage difference between current year sale ytd & previous year ytd in a card visual.

ValtteriN — Sat, 22 Jan 2022 15:58:22 GMT

Hi,

Did you have a month selected?

E.g. with selection:

Without:

Re: Percentage difference between current year sale ytd & previous year ytd in a card visual.

v-angzheng-msft — Tue, 25 Jan 2022 07:11:25 GMT

Hi, Anonymous

Try this:

SALES YTD = SUMX( FILTER( ALL( 'table' ), [fiscal year] = MAX( 'table'[fiscal year] ) && [date] <= MAX( 'table'[date] ) ), [Sales] )

SALES LYYTD = SUMX( FILTER( ALL( 'table' ), [fiscal year] = MAX( 'table'[fiscal year] ) - 1 && [date] <= EDATE( MAX( 'table'[date] ), -12 ) ), [Sales] )

diff = DIVIDE( [SALES YTD] - [SALES LYYTD], [SALES YTD] )

Or, please share your sample pbix file's link here, then I can try to look into it to come up with a more accurate measure.

More information about time-related calculations:
Standard time-related calculations

Best Regards,
Community Support Team _ Zeon Zheng

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