Forum Discussion

MalvikaBhasin's avatar
MalvikaBhasin
Helper III
2 years ago
Solved

Comparing data over years

Hi,   What is a good way to present data like below: The data will be comparitive analaysis kinds.        Regards Malvika
Need Help
  • audreygerred's avatar
    audreygerred
    2 years ago

    Hi! You could use a matrix and have the years and months from your date table in on columns, Account in for rows and the measures you want in values.

    For example, if you wanted to show your sales YoY% you could make a measure for sales:

    Sales = SUM('YourTable'[SalesField])

    Then, create a measure for YoY% (below assumes you have a date dim table marked as date table):

    Sales YoY% =
    VAR __PREV_YEAR = CALCULATE([Sales], DATEADD('Date'[Date], -1, YEAR))
    RETURN
        DIVIDE([Sales] - __PREV_YEAR, __PREV_YEAR)
MalvikaBhasin's avatar
MalvikaBhasin
Helper III
2 years ago

Hi,

 

Thanks for this. I haven't ever used formulas in Power BI. Any easy alternate approach?

 

Regards

Malvika

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi MalvikaBhasin 

     

    In fact, if you're just looking at generic display data, then the automatic aggregation provided by Power BI Matrix is sufficient, and you don't need formulas or code. However, if you want to compare data from different years, it is essential to write a measure in DAX or a custom column in M-code in Power query.

    It is worth noting that Excel can easily compare data from different years, and there is no need to use formulas and codes, if you can, you can also try it.

     

    Best Regards

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