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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Calculating Growth in a Matrix (adding a column)

Hi Hoping someone can help. I have some source data with thousands of records of events data including two columns which signify event segment and period. I've summarized these in a matrix and wish to add a column that shows the %age growth between the two periods.

 

I've provided an example set up of the table below (dummy data) - the ask here is to calculate the % growth between the two periods for each segment (period is just one column with two possible values: 'period 1 & period 2':

 

Segment          |         Period 1          |          Period 2            |          % Growth?

A                          |          110                   |           120

B                           |          100                  |            100

C                          |          120                   |            130

D                          |           90                    |              120

E                          |            100                 |             110

 

Thank You

Need Help
  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi,

    Please follow the steps below:

    Step 1: Click on Enter data under Modeling tab and enter the following data:

     

     

     

    Step 2:

    Create the following measure:

    Growth =
    VAR period1 =
    CALCULATE(
    SUM('Table'[Period Value]),
    FILTER(
    'Table',
    'Table'[Period] = "Period 1"
    )
    )

    VAR period2 =
    CALCULATE(
    SUM('Table'[Period Value]),
    FILTER(
    'Table',
    'Table'[Period] = "Period 2"
    )
    )

    VAR division =
    CALCULATE(
    DIVIDE(
    period2 - period1,
    period2,
    0
    )
    )

    RETURN
    IF(
    SELECTEDVALUE(Category[Category]) = "Period 1",
    SUMX(FILTER('Table', 'Table'[Period] = "Period 1"), 'Table'[Period Value]),
    IF(
    SELECTEDVALUE(Category[Category]) = "Period 2",
    SUMX(FILTER('Table', 'Table'[Period] = "Period 2"), 'Table'[Period Value]),
    IF(
    SELECTEDVALUE(Category[Category]) = "Growth",
    FORMAT(division, "Percent")
    )
    )
    )
     
    Step 3:
    In matrix visual, drag Category column from Category table under Columns.
     
     
    You can sort the Category column by creating index column and sort Category column based on index column.
     
    Regards,
    Vinay Dandwani

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hi,

    Please follow the steps below:

    Step 1: Click on Enter data under Modeling tab and enter the following data:

     

     

     

    Step 2:

    Create the following measure:

    Growth =
    VAR period1 =
    CALCULATE(
    SUM('Table'[Period Value]),
    FILTER(
    'Table',
    'Table'[Period] = "Period 1"
    )
    )

    VAR period2 =
    CALCULATE(
    SUM('Table'[Period Value]),
    FILTER(
    'Table',
    'Table'[Period] = "Period 2"
    )
    )

    VAR division =
    CALCULATE(
    DIVIDE(
    period2 - period1,
    period2,
    0
    )
    )

    RETURN
    IF(
    SELECTEDVALUE(Category[Category]) = "Period 1",
    SUMX(FILTER('Table', 'Table'[Period] = "Period 1"), 'Table'[Period Value]),
    IF(
    SELECTEDVALUE(Category[Category]) = "Period 2",
    SUMX(FILTER('Table', 'Table'[Period] = "Period 2"), 'Table'[Period Value]),
    IF(
    SELECTEDVALUE(Category[Category]) = "Growth",
    FORMAT(division, "Percent")
    )
    )
    )
     
    Step 3:
    In matrix visual, drag Category column from Category table under Columns.
     
     
    You can sort the Category column by creating index column and sort Category column based on index column.
     
    Regards,
    Vinay Dandwani
    • AlexDT's avatar
      AlexDT
      Frequent Visitor
      4 years ago

      Hi Vinay,

       

      If you have 36 periods, what way will you explore to show dynamic MTD and YTD vs pcp as last two colums?

       

      Thank you!