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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Calculate Year over Year comparison dynamically based on the [year] slicer

Hello All,

 

I have a question regarding dynamically calculate the year over year comparison.

 

Suppose I have a table that look like this:

 

Sales:    
 2019202020212022
NY400K385K800K750K
NJ200K300K250K400K
CT150K400K280K300K

 

and there is a slice where I can select what is the current year.

 

if I would like to construct a table that dynamically displays my current year selection and automatically populates the sales for the previsouly year and the sales increase (decrease), for example:

 

[Year] selected 2021

 

 Current YearPrevious YearIncrease (Decrease)
NY800K385K415K
NJ250K300K(50K)
CT280K400K(120K)

 

How can I achieve this? 

 

Thank you all for your help!

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  • tom480's avatar
    tom480
    4 years ago

    Hi Anonymous ,

     

    There's a lot of ways to do this, here's one way:

     

    1) To use time intelligence measures in DAX you need a date table.  I created a basic one and marked as the date table using this code:

     

    TableDT =
    VAR MinYear = YEAR ( MIN ( Table1[Date] ) )
    VAR MaxYear = YEAR ( MAX ( Table1[Date] ) )
    RETURN
    ADDCOLUMNS (
    FILTER (
    CALENDARAUTO( ),
    AND ( YEAR ( [Date] ) >= MinYear, YEAR ( [Date] ) <= MaxYear )
    ),
    "Month Name", FORMAT ( [Date], "mmmm" ),
    "Month Number", MONTH ( [Date] )
    )
     
    2)  Next I created three measures:
     
    2a) 
    Current Year = SUM(Table1[Value])
     
    2b) 
    Last Year = CALCULATE(
    [Current Year],
    SAMEPERIODLASTYEAR(Table1[Date])
    )
     
    2c)
     
    Chg Year = [Current Year] - [Last Year]
     
    That gives me these results:
     
    Matrix visual with year slicer
     
    Simple Date Table for example
     
    Here's the PBIX file if you want to review in your desktop application.  
     
    If you found this helpful, please mark as a solution so others can find it please!  Always glad to help!  Tom ðŸ˜€

6 Replies

  • tom480's avatar
    tom480
    Icon for Resolver I rankResolver I
    4 years ago

    Hi Anonymous ,

     

    There's a lot of ways to do this, here's one way:

     

    1) To use time intelligence measures in DAX you need a date table.  I created a basic one and marked as the date table using this code:

     

    TableDT =
    VAR MinYear = YEAR ( MIN ( Table1[Date] ) )
    VAR MaxYear = YEAR ( MAX ( Table1[Date] ) )
    RETURN
    ADDCOLUMNS (
    FILTER (
    CALENDARAUTO( ),
    AND ( YEAR ( [Date] ) >= MinYear, YEAR ( [Date] ) <= MaxYear )
    ),
    "Month Name", FORMAT ( [Date], "mmmm" ),
    "Month Number", MONTH ( [Date] )
    )
     
    2)  Next I created three measures:
     
    2a) 
    Current Year = SUM(Table1[Value])
     
    2b) 
    Last Year = CALCULATE(
    [Current Year],
    SAMEPERIODLASTYEAR(Table1[Date])
    )
     
    2c)
     
    Chg Year = [Current Year] - [Last Year]
     
    That gives me these results:
     
    Matrix visual with year slicer
     
    Simple Date Table for example
     
    Here's the PBIX file if you want to review in your desktop application.  
     
    If you found this helpful, please mark as a solution so others can find it please!  Always glad to help!  Tom ðŸ˜€
    • DEI-JasonP's avatar
      DEI-JasonP
      New Member
      1 year ago

      Three years later, but thank you so much! ESPECIALLY for sharing that PBIX file!

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    hi tom480 ,

     

    Thank you so much for the response. I am fairly new to PBI community and did not understand everything you did to make the magic happen, but I enjoy learning pbi and am looking forward to learning pbi from you in the future.

     

    Thank again.

    • tom480's avatar
      tom480
      Icon for Resolver I rankResolver I
      4 years ago

      hi Anonymous - if you need help with anything, always here to help you! I enjoy solving puzzles. Have a great weekend!  Tom ðŸ˜€