Forum Discussion
[ Comparing clients across years ]
- 9 years ago
Hi bolabuga,
Based on currect sample data, suppose that the data type of column [MONTHYEAR] is set to text.
Then, we should add some calculated columns into this table:
Year = RIGHT(Revenue[MonthYear],2) Mon = LEFT(Revenue[MonthYear],3) Clinet exist in another year = IF ( Revenue[Year] = 16, LOOKUPVALUE ( Revenue[Clients], Revenue[Year], Revenue[Year] + 1, Revenue[Mon], Revenue[Mon], Revenue[Clients], Revenue[Clients] ), LOOKUPVALUE ( Revenue[Clients], Revenue[Year], Revenue[Year] - 1, Revenue[Mon], Revenue[Mon], Revenue[Clients], Revenue[Clients] ) ) REVENUE2 = IF ( Revenue[Clinet exist in another year] <> BLANK (), CALCULATE ( SUM ( Revenue[REVENUE] ), ALLEXCEPT ( Revenue, Revenue[Clients], Revenue[MonthYear] ) ), BLANK () ) LY REVENUE = LOOKUPVALUE ( Revenue[REVENUE2], Revenue[Clients], Revenue[Clients], Revenue[Year], Revenue[Year] - 1, Revenue[Mon], Revenue[Mon] )The data table will be like:
Based on my understanding, you only want to display revenue for 2017 in visual, right? I am not sure what visualization you want to use, in my test, I added a table visual to show data.
Use below formula to create a table which only contains data for 2017.
Table = CALCULATETABLE ( Revenue, Revenue[Year] = 17 )
Best regards,
Yuliana Gu
Hi bolabuga,
Based on currect sample data, suppose that the data type of column [MONTHYEAR] is set to text.
Then, we should add some calculated columns into this table:
Year = RIGHT(Revenue[MonthYear],2)
Mon = LEFT(Revenue[MonthYear],3)
Clinet exist in another year =
IF (
Revenue[Year] = 16,
LOOKUPVALUE (
Revenue[Clients],
Revenue[Year], Revenue[Year] + 1,
Revenue[Mon], Revenue[Mon],
Revenue[Clients], Revenue[Clients]
),
LOOKUPVALUE (
Revenue[Clients],
Revenue[Year], Revenue[Year] - 1,
Revenue[Mon], Revenue[Mon],
Revenue[Clients], Revenue[Clients]
)
)
REVENUE2 =
IF (
Revenue[Clinet exist in another year] <> BLANK (),
CALCULATE (
SUM ( Revenue[REVENUE] ),
ALLEXCEPT ( Revenue, Revenue[Clients], Revenue[MonthYear] )
),
BLANK ()
)
LY REVENUE =
LOOKUPVALUE (
Revenue[REVENUE2],
Revenue[Clients], Revenue[Clients],
Revenue[Year], Revenue[Year] - 1,
Revenue[Mon], Revenue[Mon]
)
The data table will be like:
Based on my understanding, you only want to display revenue for 2017 in visual, right? I am not sure what visualization you want to use, in my test, I added a table visual to show data.
Use below formula to create a table which only contains data for 2017.
Table = CALCULATETABLE ( Revenue, Revenue[Year] = 17 )
Best regards,
Yuliana Gu
- bolabuga9 years agoHelper V
Really thanks,
I can apply this solution and on the top of that it cleaned some doubts i had on using lookupvalue function.