Calculation of Variations and % of Participation

[Syndicate_Admin]

Dear Forum, good morning.

I am having certain problems when creating a measure that calculates the variation between periods and Counterpart markets and the % of market share for that period.

What I seek to do is calculate in a single measure, the variation that exists between, for example, the MAT Aug 2023 of the market Rx Vs the MAT Aug 2022, as well as calculate the total sum that is in the MAT Aug 2023, that is, Rx + Otc.

Your help means a lot.

Best regards!

[v-yangliu-msft · Accepted solution]

Hi  @Syndicate_Admin ,

Here are the steps you can follow：

1. In Power Query – Select [Moving Annual Total] – Duplicate Column.

2. Select [Copy Moving Annual Total] – Split column.

3. Create measure.

Measure1 =
var _today=TODAY()
var _currentyear=YEAR(_today)
var _lastmonth=FORMAT(EOMONTH(_today,-1),"mmm")
var _value1=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Moving Annual Total - Copy.3]=YEAR(TODAY())&&'Table'[Moving Annual Total - Copy.2]=_lastmonth&&'Table'[Market(E/OTC)]="Rx"),[Value])
var _value2=
SUMX(
    FILTER(ALL('Table'),
    'Table'[Moving Annual Total - Copy.3]=YEAR(TODAY())-1&&'Table'[Moving Annual Total - Copy.2]=_lastmonth&&'Table'[Market(E/OTC)]="Rx"),[Value])
return
_value1 - _value2

Measure2 =
var _today=TODAY()
var _currentyear=YEAR(_today)
var _lastmonth=FORMAT(EOMONTH(_today,-1),"mmm")
return
SUMX(
    FILTER(ALL('Table'),
    'Table'[Moving Annual Total - Copy.3]=YEAR(TODAY())&&'Table'[Moving Annual Total - Copy.2]=_lastmonth),[Value])

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[amitchandak]

@Syndicate_Admin , based on what I got, You can use Time intelligence with date table

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))


last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
Previous year Month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth(dateadd('Date'[Date],-11,MONTH)))

diff = [MTD Sales]-[last year MTD Sales]
diff % = divide([MTD Sales]-[last year MTD Sales],[last year MTD Sales])

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA