Forum Discussion

Ria's avatar
Ria
Frequent Visitor
9 years ago

3 Month YoY comparison

My goal is to create a table similar to the visualization matrix below.  This works great except when the 3 month period straddles 2 differenct years.  (December, January, February).   I've tried to ...
Need Help
GilbertQ's avatar
GilbertQ
Icon for Super User rankSuper User
9 years ago

Hi Ria

 

What about creating a calculated measure with the following below:

 

YOY = CALCULATE([Measure],SAMEPERIODLASTYEAR('Date'[Calendar Date']))

What this will do, is based on which ever date period you put into your table, it will go to the same period of the previous years and subsequent years.

 

One thing to note is that you MUST put in the Date columns from your Date table for this to work as expected.

 

And then put in this measure above into your data as shown below?

Ria's avatar
Ria
Frequent Visitor
9 years ago

This gives me the information I am looking for but is it possible to change the presentation?

 

Currently:

 

MonthInCalendar                                                 Dec 16                                   Jan 17                          Feb 17                Total

Customer                                                     PR YR       SALES                     PR YR      SALES                PR YR    SALES      PR YR   SALES

A                                                                   82               96                         85              133                  87          113         254      342     

(Rows:   Customer.   Columns:  MonthInCalendar.  Values:  PR YR, Sales.)

___________________________________________________________________________________________________________________________________________

Requested Presentation:                  Dec 15           Jan 16       Feb 16  Total     Dec 16     Jan 17     Feb 17    Total

Customer A                                        82                    85            87        254        96            133          113        342