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NitaDC's avatar
NitaDC
Regular Visitor
5 months ago
Solved

Calculate YoY change

I have a date table with dates in the format mm/dd/yyyy and claims table with 'claimID' and service_Date(Values for 2023 and 2024). I want to create and card showing 2024 total claims count with %change. What is the efficient way to calculate, DAX measure or Python?

Thanks in Advance.
~Nita

  • Add a Year slicer from your Date table, select 2024, the measures respond to it automatically.

    Total Claims =
    COUNTROWS ( 'claims' )
    Claims LY =
    CALCULATE (
        [Total Claims],
        SAMEPERIODLASTYEAR ( 'Date'[Date] )
    )
    Claims YoY % =
    VAR _CurrentYear = [Total Claims]
    VAR _LastYear    = [Claims LY]
    RETURN
        DIVIDE ( _CurrentYear - _LastYear, _LastYear )

     

    But keep it mind that: 

    • Your Date table must be marked as a Date Table (Table tools → Mark as date table)
    • claims[service_Date] must be connected to Date[Date] via an active relationship

2 Replies

  • NitaDC's avatar
    NitaDC
    Regular Visitor

    Thank you so much, I was not thinking of using the filter ğŸ˜€

  • Add a Year slicer from your Date table, select 2024, the measures respond to it automatically.

    Total Claims =
    COUNTROWS ( 'claims' )
    Claims LY =
    CALCULATE (
        [Total Claims],
        SAMEPERIODLASTYEAR ( 'Date'[Date] )
    )
    Claims YoY % =
    VAR _CurrentYear = [Total Claims]
    VAR _LastYear    = [Claims LY]
    RETURN
        DIVIDE ( _CurrentYear - _LastYear, _LastYear )

     

    But keep it mind that: 

    • Your Date table must be marked as a Date Table (Table tools → Mark as date table)
    • claims[service_Date] must be connected to Date[Date] via an active relationship