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cristianml's avatar
cristianml
Icon for Post Prodigy rankPost Prodigy
6 years ago
Solved

Calculate % increase from last Period (Month)

Hi,

 

I would like to calculate the % increase of a measure from one month to another :

Actual LCR = CALCULATE(AVERAGE('Resource Actual'[Quantity]),'Resource Actual'[Category]="Cost Rate")

 
I think that can be done by DIVIDE the "Actual LCR" Measure by the same but from last month.
 
Example:
 
Month 1Month 2Variance: Month 2 - Month 1% Variance: Variance / Month 1
            10.00            12.00220.00%
 
I think I can use EDATE(TODAY(),-1)) or something like that in the measure but not sure how.
 
 
Thanks.
 
 
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  • reuben521's avatar
    reuben521
    6 years ago

    cristianml 

     

    Wow, no kidding that your data model is complex. However, having a dim_date table is cruicial for any data model, because the dim_date table should be the main source to slice and calculate around your fact table, in this case, it is your period table.

     

    Also, creating a dim_date table won't add complexity to your data model at all, because it will always be a one(dim_date) to many (other fact tables) relationship, and there is no ambiguity.

    After you have the dim_date table, just write:

     

    calculate(actual, previsoumonth(dim_date))

     

    that should work.

     

    Hope this helps

  • Anonymous's avatar
    Anonymous
    6 years ago

    Those're actually two separate measures.

    Measure 1: Last Months Actual LCR

    Actual LCR LM =
VAR last_date = LASTDATE(ALL('Resource Actual'[Date Column]))
VAR current_date = LASTNONBLANK(DateDimension[Date],[Actual LCR])
VAR ly_date = NEXTDAY(PREVIOUSMONTH(current_date))
VAR date_context =
    DATESBETWEEN(
        DateDimension[Date]
        ,NEXTDAY(PREVIOUSMONTH(current_date))
        ,LASTDATE(current_date)
    )
VAR result = CALCULATE([Actual LCR],DATEADD(date_context,-1,MONTH))
RETURN
result

    Measure 2: Variance

    Variance = DIVIDE(
   [Actual LCR] - [Actual LCR LM]
   ,[Actual LCR LM]
) * SIGN([Actual LCR LM])

9 Replies

  • reuben521's avatar
    reuben521
    Frequent Visitor
    6 years ago

     Try this:

    var refMonth = PREVIOUSMONTH(Dim_date[Date])

return
CALCULATE(AVERAGE('Resource Actual'[Quantity]),
                           'Resource Actual'[Category]="Cost Rate",
                            refMonth)
      • reuben521's avatar
        reuben521
        Frequent Visitor
        6 years ago

        in order to have the time intelligence function to work you need to create a dim_date table, and join the date to your date in the List period table.

         

        I use this code to create dim_date table. you can click on new table and copy the code in:

         

        Dim_date = 
var maxYear = YEAR(TODAY())+2
return
ADDCOLUMNS(FILTER(CALENDARAUTO(), YEAR([Date]) <= maxYear),
                                            "Calendar Year", YEAR([Date]),
                                            "Calendar Year Label", "CY "&YEAR([Date]),
                                            "Year-Month", FORMAT([Date], "yyyy-mm"),
                                            "Month-Day", FORMAT([Date], "mm-dd"),
                                            "Month Name", FORMAT([Date], "mmmm"),
                                            "Month Number", MONTH([Date]),
                                            "Weekday", FORMAT([Date],"dddd"),
                                            "Weeday Number", WEEKDAY([Date]),
                                            "Day", DAY([Date]),
                                            "Quarter" , "Q"&TRUNC((MONTH([Date]) - 1)/3 + 1)
                                            )

        after you create the dim_table, change the list period[date] to dim_date[date], and it should work.

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    You've got the variance caluclation correct, you just need to actually calculate the previous month.

    Actual LCR = CALCULATE(
   AVERAGE('Resource Actual'[Quantity])
   ,'Resource Actual'[Category] = "Cost Rate"
)

Actual LCR LM =
VAR last_date = LASTDATE(ALL('Resource Actual'[Date Column]))
VAR current_date = LASTNONBLANK(DateDimension[Date],[Actual LCR])
VAR ly_date = NEXTDAY(PREVIOUSMONTH(current_date))
VAR date_context =
    DATESBETWEEN(
        DateDimension[Date]
        ,NEXTDAY(PREVIOUSMONTH(current_date))
        ,LASTDATE(current_date)
    )
VAR result = CALCULATE([Actual LCR],DATEADD(date_context,-1,MONTH))
RETURN
result

Variance = DIVIDE(
   [Actual LCR] - [Actual LCR LM]
   ,[Actual LCR LM]
) * SIGN([Actual LCR LM])

    This should get you what you want if not let me know.

    • cristianml's avatar
      cristianml
      Icon for Post Prodigy rankPost Prodigy
      6 years ago

      Hi Anonymous ,

       

      Could you please help me to fix the error ?:

       

      Thanks.

      • Anonymous's avatar
        Anonymous
        Not applicable
        6 years ago

        Those're actually two separate measures.

        Measure 1: Last Months Actual LCR

        Actual LCR LM =
VAR last_date = LASTDATE(ALL('Resource Actual'[Date Column]))
VAR current_date = LASTNONBLANK(DateDimension[Date],[Actual LCR])
VAR ly_date = NEXTDAY(PREVIOUSMONTH(current_date))
VAR date_context =
    DATESBETWEEN(
        DateDimension[Date]
        ,NEXTDAY(PREVIOUSMONTH(current_date))
        ,LASTDATE(current_date)
    )
VAR result = CALCULATE([Actual LCR],DATEADD(date_context,-1,MONTH))
RETURN
result

        Measure 2: Variance

        Variance = DIVIDE(
   [Actual LCR] - [Actual LCR LM]
   ,[Actual LCR LM]
) * SIGN([Actual LCR LM])