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garrettmindrup
Frequent Visitor

Quarter over Quarter variance measure/column for table with quarter end amounts by account.

I have a table that lists quarter-end account balances by account and business group and I'd like to create a measure or column that shows the quarter-over-quarter balance change for each company/account combo (e.g., Group A, Account 10000 quarter-over-quarter change is $500 in Q2).

 

I've tried various formulas using the calculate function, but these don't work if I don't apply aggregation (SUM and SUMX are what I've tried) to the AMOUNT column. The aggregations seem to mess up the results. I either get blank values or duplicate amount values. I think it's because the amounts don't need to be aggregated. They're already aggregated values.

 

How can I do a simple subtraction based on quarterly dates without having to aggregate my amount column?

 

The formula(and similar variations) I've tried:

 

VAR CurrentAmt = TABLE1[AMOUNT]
VAR PrevAmt = CALCULATE(SUM(TABLE1[AMOUNT]), PREVIOUSQUARTER(TABLE1[DATE].[DATE])
RETURN = CurrentAmt - PrevAmt

 

Table example:

GroupAccountQ End AmountQuarter
A100000$20003/31/22
A200000$30003/31/22
B100000$40003/31/22
B200000$50003/31/22
4 REPLIES 4
khtan518
New Member

Hi @garrettmindrup  - Did you manage to resolve this? If so, could you please share the solution? 

Hi @khtan518 , I have not found a solution yet. 

 

amitchandak
Super User
Super User

@garrettmindrup , Always use date table marked as date table joined with your table

 

VAR CurrentAmt = TABLE1[AMOUNT]
VAR PrevAmt = CALCULATE(SUM(TABLE1[AMOUNT]), PREVIOUSQUARTER(Date[DATE])
RETURN = CurrentAmt - PrevAmt

 

Also do not use .Date

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

 

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

Thanks, @amitchandak. I tried your solution and did not get the result I was expecting. 

Here's what I did:

  • Created a date table and marked it as a date table
  • Created a relationship between the [Date] column in my date table and the [Quarters_Column] column in my accounts table (Originally ref'd as table1[Date] above). 
  • Used the DAX formula you referenced, utilizing the [Date] field from the date table. 

 

Quarterly_Change = 
VAR PREVAMOUNT = CALCULATE(SUM(AccountBalances[Period Value in Group Currency]), PREVIOUSQUARTER(Date_Table[Date]))
VAR CURRAMOUNT = AccountBalances[Period Value in Group Currency]
RETURN CURRAMOUNT - PREVAMOUNT 

 
The results are returning the current quarter amount rather than the variance from the previous quarter. The below screenshot shows an example. I'm wanting it to calculate ($2,329,916.31) - $4,429,234.68 and return $(6,759,150.99). 

garrettmindrup_0-1676405722051.png

Any idea on what else I could try? 

 

Additional screenshots:
Date table:

garrettmindrup_1-1676406053847.png

 

Relationship between Amounts Table and Date Table:

garrettmindrup_2-1676406113630.png

 




 

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