Conditional formatting using difference from previous month in matrix chart

[vaasubabu]

Hi,

I have created the data in the below format. Monthyear is a custom calculation created in power bi.

Requirement is to create a matrix chart and sort the Monthyearin desc order and also conditional format if the difference >0 in green, <0 red and =0 as black

For Sort order I created a measure and followed the below step but the sort is not working

SortOrder = YEAR(Table[Date]) * 100 + MONTH(Table[Date])

selected monthyear -->column tools -->sort by column -->choose sortorder

Prev month difference: I have created a measure with this below logic:

Previous month =

VAR CurrentYearcount = SUM(table[sales])

VAR PreviousYearCount =

CALCULATE(SUM(table[sales]),

                 DATEADD(table[Date],-1, MONTH))

RETURN

CurrentYearCount - PreviousYearCount

How can i achieve this Output:

Thanks!!

[v-prasare]

Hi @vaasubabu,

We would like to follow up to see if your query got resolved? Please let us know if you need any further assistance.

Thanks,

Prashanth Are

MS Fabric community support

[v-prasare]

Hi @vaasubabu ,

We would like to follow up to see if your query got resolved? Please let us know if you need any further assistance.

@danextian & @FBergamaschi , thanks for your prompt response.

Thanks,

Prashanth Are

MS Fabric community support

[danextian]

Hi @vaasubabu 

Createa  dedicated dates/calendar table and not rely on the dates in your fact table. Mark  it as dates table. This will help simplify time intelligence calculations.

Create a one-to-many single direction relationshipo from dates to fact.

For the reverse year month sort, you can simply get the difference between the min date in the table vs the current row date in months. The calculated column below will return -1 for the earliest month follow by -2 for the month after. 

Reverse Year Month Sort = 
VAR _MinDates =
    MIN ( 'Dates'[Date] )
RETURN
    DATEDIFF ( 'Dates'[Date], _MinDates, MONTH ) - 1 

These are sample month-related time intelligence calculations

Revenue Previous Month = 
CALCULATE ( [Total Revenue], PREVIOUSMONTH ( Dates[Date] ) )

MoM Difference = 
[Total Revenue] - [Revenue Previous Month]

 Conditionally format MoM difference as below

Please see the attached pbix

[vasubabu]

Thanks! Wouldn’t this approach be ineffective without joining the date table? Can we achieve it from sales table only. 
Ex: If there are no sales transactions for certain dates within the selected week, those dates won’t appear in the sales table. As a result, when we choose a date from the date table, there will be no corresponding records in the sales table, so that date will display as blank or empty which is not a good customer experience.

[FBergamaschi]

I do not get what the problem is, please help me understand it

You show this Output to achieve

but here the months is not sorted in descending order

So can you specify what do you have now as result and what do you want to get?

Thanks

[vasubabu]

It appears the sort order isn’t working correctly. Here’s how the output should look:
For January 2025, sales are 50. Then for February 2025, sales drop to 15. This decrease should be highlighted in red.
For February 2025, sales are 15. Then for March 2025, sales rise to 25. This increase should be highlighted in green.

[Ashish_Mathur]

Hi,

Share the download link of the PBI file.