Price analysis / complex DAX

[JanD]

Hey there!

I have a bit of challenge here.

Working on price anaysis of a portfolio.

I need to define what is the price increase of my portfolio for all products appearing in both time periods AY and LY and what is the mix effect of old products appearing only in LY and new ones only in AY.

I have my calculation in Excel, but I have difficulties replicate in PowerBI..

Here is the excel file with data , my increase calculation and PowerBI connected to it.

https://drive.google.com/drive/folders/1nbJ52LUm4vegL5YmEG14NCcWozXRyqjO?usp=sharing

This should be the outcome of analysis per market or any selection that can be made (excel file, sheet1).

Could anybody help me? Appreciate any help!!

Thanks a lot

Jan

[Jihwan_Kim · Accepted solution]

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

All measures are in the attached pbix file.

[JanD]

Hi @Jihwan_Kim, 

It is exactly what I needed. Thanks a lot!

Basically I managed to get the same result, but in much complicated way, plus using bigger database I started having performance issues.

My solution looked like this:

Increase base old help =
IF ( [SalesAY] && [SalesLY] > 0, [QuantityLY], 0 )

Increase base old =
CALCULATE (
    [QuantityLY],
    FILTER ( VALUES ( data[Product] ), [SalesAY] && [SalesLY] > 0 )
)

Price delta old =
( [SalesAY] / [QuantityAY] - [SalesLY] / [QuantityLY] ) / ( [SalesLY] / [QuantityLY] )

Proportional increase old help =
IFERROR (
[Price delta old] * [Increase base help Old]
/ CALCULATE ( [Increase base old], ALLSELECTED ( data[Product] ) ),
0
)

Proportional increase old =
SUMX ( VALUES ( data[Product] ), [Proportional increase help old] )

I had to use 5 steps instead of your 3. I was fighting with summarizing my values in a proper, correct way. Additionally looks like formula Values makes the calculation much slower.

Nevertheless your solution really helped. (y)

Can you recommend a source for learning DAX? I have gone through all related to DAX on microsoft websites, but still couldn't built such an efficient calculation as you did. 🙂

Thanks
Jan

[Jihwan_Kim]

Hi, 

Thank you for your feedback.

Many people say reading the book, "The Definitive Guide to DAX", may let you level up in developing Power BI reports. I also agree with them. It is not a beginner-level-book but it will surely bring your skills up to the next level.

Thanks.