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daniel1983's avatar
daniel1983
Frequent Visitor
4 years ago
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Help - % Change Between Fiscal Years

Hi - I'm struggling with this and hope someon can assist!

 

A sample of my data is below. For a number of companies I have sales data for each fiscal year. The fiscal years are not calendar years (there is a March year end). But the fiscal years are (many to many) linked to a calendar table. I am looking for a measure to calculate the percentage increase in sales between fiscal years for each company. For example, moving from FY19 to FY20 the calculation would be:

 

Company A: (3-2)/2 = 50%

Company B: (6-3)/3 = 100% 

 

I've found many posts where this calculation is done for calendar years (e.g., 2019 vs. 2020) but am tripped up by having defined fiscal years.  Any advice would be greatly appreciated.

 

CompanyFiscal YearSales
AFY214
BFY216
AFY203
BFY206
AFY192
BFY193
Need Help
  • ryan_mayu's avatar
    ryan_mayu
    4 years ago

    daniel1983 

    you can create a column

    Column = 
VAR _last=maxx(FILTER('Table','Table'[Company]=EARLIER('Table'[Company])&&'Table'[FY]=EARLIER('Table'[FY])-1),'Table'[Sales])
RETURN if(ISBLANK(_last),BLANK(),'Table'[Sales]/_last-1)

    or create a measure

    Measure = 
VAR _last=SUMX(FILTER(all('Table'),'Table'[Company]=max('Table'[Company])&&'Table'[FY]=max('Table'[FY])-1),'Table'[Sales])
return if(ISBLANK(_last),BLANK(), sum('Table'[Sales])/_last-1)

    pls see the attachment below

  • ryan_mayu's avatar
    ryan_mayu
    4 years ago

    pls try this

    Measure = 
VAR _last=SUMX(FILTER(all('Table'),'Table'[Company]=max('Table'[Company])&&'Table'[FY]=MAX('Table'[FY])-1),'Table'[Sales])
VAR _last2=SUMX(FILTER(all('Table'),'Table'[FY]=MAX('Table'[FY])-1),'Table'[Sales])
return if(HASONEVALUE('Table'[Company]), if(ISBLANK(_last),BLANK(), sum('Table'[Sales])/_last-1),if(ISBLANK(_last2),BLANK(), sum('Table'[Sales])/_last2-1))

  • ryan_mayu's avatar
    ryan_mayu
    4 years ago
    Measure =
    VAR _max=max('Table'[Fiscal year2])
    VAR _last=_max-1
    return DIVIDE(CALCULATE(sum('Table'[Sales]),'Table'[Fiscal year2]=_max),CALCULATE(sum('Table'[Sales]),'Table'[Fiscal year2]=_last))-1