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Mitali1990
Regular Visitor

Help creating calculation for sales dashboard

Hello Everyone,

I am strugging with creating formula for catergory. I would like create YOY Catergory based on YoY Growth (%). expample , Dormant = blank, Growing = (>5%), Declining(<-5%), Flat(+/-5), New Business (previous no business and current year business) see attached screenshoot . I have added all formulas that i am using for this column. Please help me to fix this formula. It's urgent. 

I would reallt appericate with help!

Mitali1990_2-1651195637220.png

 

Mitali1990_1-1651195349561.png

PY_unit = CALCULATE(SUM('jde vwNetSalesandDC'[Qty Shipped]) , SAMEPERIODLASTYEAR('Calendar'[Date]))
 
CY_unit = CALCULATE(SUM('jde vwNetSalesandDC'[Qty Shipped]))
 
Growth_unit% = DIVIDE('jde vwNetSalesandDC'[CY_unit] - [PY_unit],[PY_unit])
 
YoY unit Growth = 'jde vwNetSalesandDC'[CY_unit] - [PY_unit]
 
YoY unit Growth % = divide('jde vwNetSalesandDC'[CY_unit] ,[PY_unit], 0)-1
 
YOY_CATEGORY Unit = IF( (ISBLANK('jde vwNetSalesandDC'[PY_unit] ) && ('jde vwNetSalesandDC'[CY_unit])<=0)
||
(('jde vwNetSalesandDC'[PY_unit])=0&&('jde vwNetSalesandDC'[CY_unit])=0),"DORMANT",
IF( ISBLANK('jde vwNetSalesandDC'[PY_unit])
&& NOT(ISBLANK('jde vwNetSalesandDC'[CY_unit])&&'jde vwNetSalesandDC'[CY_unit]>0), "NEW BUSINESS",
IF( 'jde vwNetSalesandDC'[Growth_unit%1] >=-0.05 &&'jde vwNetSalesandDC'[Growth_unit%1] <=0.05, "FLAT (+/- 5%)" ,
IF( 'jde vwNetSalesandDC'[Growth_unit%1] >0.05, "GROWING (>5%)",
IF('jde vwNetSalesandDC'[Growth_unit%1] <-0.05, "DECLINING (<-5%)"
)))))

 

1 REPLY 1
amitchandak
Super User
Super User

@Mitali1990 , Seem like you need a column on measure. For that, you need to use dynamic segmentation

 

refer this

Dynamic Segmentation Bucketing Binning
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...


Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k

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