Creating a column showing trend of previous week's score vs current week's score

[BakerE]

Hello community,

I have a BI report that collects data from multiple sources and ranks distributors based on an overall percentage. I have begun to export the data each week to capture that week's overall percentage (Score). I would like to add a DAX formula that will automatically look at the previous week's export - compare that against this week's percentage - and then create a trend arrow based on the result.

Example:

Distributor 1

Week 13, Overall percentage 45%

Week 14, Overall percentage 52% (current week)

Create a Trend Arrow Up

Distributor 2
Week 13, Overall percentage 88%

Week 14, Overall percentage 73% (current week)

Create Trend Arrow Down

The preference would be to have the report auto-calculate the trend arrow based on current week's percentage against last week's percentage. 

Thansk for a response!

[Gabry · Accepted solution]

This depends on a variety of factors, and unfortunately, you haven't provided sufficient information. For instance, details such as how the calendar table is structured and the method used to calculate the overall percentage are crucial in determining the appropriate solution for your needs. Without these specifics, it's challenging to offer a tailored solution.

It could be as easy as: 

trend =

var prevweek= calculate(youroverallmeasure, calendarweek = selectedvalue(calendarweek)-1)
return
if (youroverallmeasure>prevweek, "up", "down")

[Anonymous · Accepted solution]

Hi @BakerE ,

Thanks @Gabry  for the quick reply and solution. Here is my alternative approach for your reference:

(1)This is my test data.  

(2)We can create a column.

Trend = 
var _last=CALCULATE(SUM('Table'[percentage]),FILTER('Table','Table'[Distributor]=EARLIER('Table'[Distributor]) && 'Table'[Week]=EARLIER('Table'[Week])-1))
RETURN IF(ISBLANK(_last),BLANK(),IF([percentage]>=_last,"up","down"))

(3)Setting the Conditional Format.

Best Regards,

Neeko Tang

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

[Gabry · Accepted solution]

This depends on a variety of factors, and unfortunately, you haven't provided sufficient information. For instance, details such as how the calendar table is structured and the method used to calculate the overall percentage are crucial in determining the appropriate solution for your needs. Without these specifics, it's challenging to offer a tailored solution.

It could be as easy as: 

trend =

var prevweek= calculate(youroverallmeasure, calendarweek = selectedvalue(calendarweek)-1)
return
if (youroverallmeasure>prevweek, "up", "down")