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Anonymous
Not applicable

% change between previous and current quarters in power bi

can you please assist on how do i calculate the % change between previous and current quarters in power bi 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

HI @Anonymous,

You can use year and quarter functions to extract the year and quarter numbers from the date field value, then you can use them in expression to get corresponding current and previous quarter values to calculate the diff.

formual =
VAR currDate =
    MAX ( Table[Date] )
VAR prevDate =
    DATE ( YEAR ( currDate ), MONTH ( currDate ) - 3, DAY ( currDate ) )
VAR currQuarter =
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( currDate )
                && QUARTER ( Table[Date] ) = QUARTER ( currDate )
        ),
        VALUES ( Table[Category] )
    )
VAR prevQuarter =
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( prevDate )
                && QUARTER ( Table[Date] ) = QUARTER ( prevDate )
        ),
        VALUES ( Table[Category] )
    )
RETURN
    DIVIDE ( currQuarter - prevQuarter, prevQuarter )

Regards,

Xiaoxin Sheng

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

HI @Anonymous,

You can use year and quarter functions to extract the year and quarter numbers from the date field value, then you can use them in expression to get corresponding current and previous quarter values to calculate the diff.

formual =
VAR currDate =
    MAX ( Table[Date] )
VAR prevDate =
    DATE ( YEAR ( currDate ), MONTH ( currDate ) - 3, DAY ( currDate ) )
VAR currQuarter =
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( currDate )
                && QUARTER ( Table[Date] ) = QUARTER ( currDate )
        ),
        VALUES ( Table[Category] )
    )
VAR prevQuarter =
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( Table[Date] ) = YEAR ( prevDate )
                && QUARTER ( Table[Date] ) = QUARTER ( prevDate )
        ),
        VALUES ( Table[Category] )
    )
RETURN
    DIVIDE ( currQuarter - prevQuarter, prevQuarter )

Regards,

Xiaoxin Sheng

SpartaBI
Community Champion
Community Champion

@Anonymous read this full article:
https://www.daxpatterns.com/standard-time-related-calculations/
You also have there a section about quarter over quarter.



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