I want to create a clustered column chart for YoY comparison

[Sanket03]

I want to create a clustered column chart for YoY comparison where the current year data should be filtered based on month selection but for Previous year it should show entire fiscal year 

NOTE : Fiscal year is April to March 

[Anonymous]

Hi @Sanket03 

Please try this:

First of all, add a new calculated table:

Table 3 = 
	SUMMARIZE(
		SELECTCOLUMNS(
			'Table',
			"Y_M", FORMAT(
				'Table'[Date],
				"YYYY-MM"
			)
		),
		[Y_M]
	)

Then add a measure:

MEASURE =
VAR _Slicer_month =
    VALUE ( MID ( SELECTEDVALUE ( 'Table 3'[Y_M] ), 6, 2 ) )
VAR _Slicer_year =
    VALUE ( MID ( SELECTEDVALUE ( 'Table 3'[Y_M] ), 1, 4 ) )
RETURN
    IF (
        _Slicer_month >= 4,
        IF (
            MAX ( 'Table'[Date] )
                >= DATE ( _Slicer_year - 1, 4, 1 )
                && MAX ( 'Table'[Date] )
                    < DATE ( _Slicer_year, _Slicer_month + 1, 1 ),
            [Current]
        ),
        IF (
            MAX ( 'Table'[Date] )
                >= DATE ( _Slicer_year - 2, 4, 1 )
                && MAX ( 'Table'[Date] )
                    < DATE ( _Slicer_year, _Slicer_month + 1, 1 ),
            [Current]
        )
    )

You can change the [Current] into your own measure such as [Current Year] and [Prior Year].

Create a slicer with the Field [Y_M] from the 'Table 3', the result is as follow:

Best Regards

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

[Sanket03]

Thanks a lot for suggesting this solution.

My requirement is based on Year and Month Selection for e.g. If I select 2024 and July then I should get data from April to July 2024 and also the entire fiscal year of 2023

[Sanket03]

Unforuntely it didnt work as I want it to be displayed it in Clustered Column Chart for CY and PY. I tried using a reference Date table but I could only achieve below solution but this is not the actual ask.

[Anonymous]

Hi @Sanket03 

Could you please provide more raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

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

[Anonymous]

Hi @Sanket03 

Please try this:

Here I create a set of sample:

Table:

Then add a calculated table:

Table 2 = 
	SELECTCOLUMNS(
		GENERATESERIES(
			YEAR(MIN('Table'[Date])) - 1,
			YEAR(MAX('Table'[Date])),
			1
		),
		"Fiscal Year", [Value] & "-" & [Value] + 1
	)

Then add 2 measures:

CurrentYear =
VAR _start =
    MID ( SELECTEDVALUE ( 'Table 2'[Fiscal Year] ), 1, 4 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Values] ),
        FILTER (
            'Table',
            'Table'[Date] >= DATE ( _start, 4, 1 )
                && 'Table'[Date]
                    < DATE ( _start + 1, 4, 1 )
        )
    )

PreviousYear =
VAR _start =
    MID ( SELECTEDVALUE ( 'Table 2'[Fiscal Year] ), 1, 4 )
RETURN
    CALCULATE (
        SUM ( 'Table'[Values] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Date]
                >= DATE ( _start - 1, 4, 1 )
                && 'Table'[Date] < DATE ( _start, 4, 1 )
        )
    )

Create a Clustered column chart:

Then you can drag the field 'Table'[Date] into the Filters on this visual in the filter pane:

When you filter the date, the [PreviousYear] will not be affected:

Best Regards

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