Monthly YoY comparison

[mcha17]

I have the following data and am trying to calculate the "YoY Change" in Power Query, but am not having any luck.  Any help is appreciated.

Month is a text field, but I can also convert to a date field if that makes things easier.    Also, I am comparing the months for only 2 years (2023 vs 2024).  I also want the measure values for months in 2024 in the pivot table output, since there are no differences for 2023. 

 
Input

Month	Value
202201	500
202202	1000
202203	2000
202301	100
202302	2000
202303	500

Output

Month	YoY Change
202301	-1500
202302	1000
202303	-500

[amitchandak]

@mcha17 , Create a date from the month

Date =  date(left([Month],4) , right([Month],2) , 1)

Have all required columns in the date table and join it with your date now 

Then you can use TI

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

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))


last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))

Else create a new table with Month(You have call it year month) , Year and month (number 1 - 12) , Assume name is date table

Join it back with your table 

This Month = CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year]) && Date[Month]=max(Date[Month])))
Last year same Month= CALCULATE(sum('Table'[Qty]), FILTER(ALL('Date'),'Date'[Year]=max('Date'[Year])-1 && Date[Month]=max(Date[Month])))

calendar

Calendar = Addcolumns(calendar(date(2020,01,01), date(2021,12,31) ), "Month no" , month([date])
, "Year", year([date])
, "Month Year", format([date],"mmm-yyyy")
, "Month year sort", year([date])*100 + month([date])
, "Qtr Year", format([date],"yyyy-\QQ")
, "Qtr", quarter([date])
, "Month",FORMAT([Date],"mmmm")
, "Month sort", month([DAte])
, "FY Year", if( Month(_max) <7 , year(_max)-1 ,year(_max))
, "Is Today" ,if([Date]=TODAY(),"Today",[Date]&"")
,"Day of Year" , datediff(date(year([DAte]),1,1), [Date], day)+1
, "Month Type", Switch( True(),
eomonth([Date],0) = eomonth(Today(),-1),"Last Month" ,
eomonth([Date],0)= eomonth(Today(),0),"This Month" ,
Format([Date],"MMM-YYYY") )
,"Year Type" , Switch( True(),
year([Date])= year(Today()),"This Year" ,
year([Date])= year(Today())-1,"Last Year" ,
Format([Date],"YYYY")
)
)

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...
https://medium.com/chandakamit/cheat-sheet-calendar-of-any-standard-month-just-one-variable-apart-5e...
https://amitchandak.medium.com/cheat-sheet-power-query-financial-year-calendar-5ceaacb520f1