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wmcclure
Helper I
Helper I

Generate YoY growth goal using DAX

Hi all! 

 

I am realativly new to the PBI platform, and I am currently tasked with creating a report with KPI's for assorted sales areas.

 

I am essentially trying to do the following:

 

Performance Goal = Last years sales (or same quarter last year) based on current date * 1.10

 

I then want to use this as a measure for the Scorecard in the service, broken down by each account manager so that they can track their teams progress in reaching their goal. I am having trouble finding out how to make this all come together and would love any advice or rescources to find where similar things have been done before!

 

Thanks to all in advance!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@wmcclure , You can create a trailing year measure

 

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

or

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
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1 REPLY 1
amitchandak
Super User
Super User

@wmcclure , You can create a trailing year measure

 

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

or

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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