Help with Matrix

[jhilsee]

I am new to Power BI and have a basic understanding of how to use it.  I am trying to calculate the variance between 2024 and 2025 in my matrix visiual. My data is set up with a column for the year.  

[Anonymous · Accepted solution]

Thanks for the reply from Gabry.

Hi @jhilsee ,

I used sample data, here are the exact steps:

1. Create a date table:

2. Create a relationship as shown:

3. Create a measure:

Profit Difference = 
VAR _minyear=MINX(ALLSELECTED('Date'[Year]),'Date'[Year])
VAR _maxyear=MAXX(ALLSELECTED('Date'[Year]),'Date'[Year])
return
CALCULATE(SUM('financials'[Profit]),'Date'[Year]=_maxyear)-CALCULATE(SUM('financials'[Profit]),'Date'[Year]=_minyear)

4. Create a slicer using the Year field from the Date table and replace the Year column in the matrix with the Year field from the Date table. Result:

Best Regards,
Zhu

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[Gabry]

Hello @jhilsee ,

It depends on how you want to display it.

The first thing you should do is create a date table.

You can create a date table with the following:

Dates= calendarauto()

However, I recommend learning more about this, as a date table is very important.

Then you need to set a relationship between the date from dates table and the date of Combined table.

Then, you can create a measure like this:

Variance CY vs PY= sum('COmbined'[amount])- calculate(sum('COmbined'[amount]), sameperiodlastyear('Dates'[date])

This formula calculates the amount for the current year, based on the filter context, and subtracts the amount from the previous year.

[jhilsee]

Thank you!  I will give this a try.