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mwatson4788's avatar
mwatson4788
Frequent Visitor
4 years ago

YoY Calculation

I have a snapshot table that gets a policy in force count(pif) at the end of every month. I need to know how to calculate Year over year change.  So in the data below for April 2022, I  want to com...
mwatson4788's avatar
mwatson4788
Frequent Visitor
4 years ago

ok, I am making progress, this is what I have so far:   

So what this means is that since April 2016 the total policy count has went down 5742 policies.

What I want to do now is divide the 5742 by the beginning total pif of 8985 to get the total % decrease.

I can't figure out how to do this.  Any help would be appreciated.  Thank you fo the help so far.

 

Mark

 

  • Whitewater100's avatar
    Whitewater100
    Solution Sage
    4 years ago

    Hi Mark:

    maybe something like:

    Total PIF YoY Policy Change = CALCULATE([Total PIF Yoy Change], REMOVEFILTERS()) // to obtain -5,742

    Total YoY % Chg = 
    var StartValue= MAX(Table[Total_PIF])
    return

    DIVIDE([Total PIF YoY Policy Change], StartValue,0)

    The variable StartValuemay have to be played with.

    Another way to write the StartValue variable:

    MAXX(Table, [Total_PIF])

    or CALCULATE[Total_PF], FILTER(ALL(Table), Table[Month-Year] = "April-2016'))

     

    I think this should be good. I hope!