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Aaron1's avatar
Aaron1
Frequent Visitor
8 years ago
Solved

Help with YOY DAX Calculation with Filter

Hi , I am having trouble figuring out how to make the calculation below bring back the correct YOY values.   In my data set i data from 2015, 2016 and 2017 but want to only show data from 2017 in ...
Need Help
  • Anonymous's avatar
    Anonymous
    8 years ago

    Hi Aaron1,

     

    Maybe you can try to use below formula:

    Amount YoY =
VAR _current =
    SELECTEDVALUE ( 'Data'[Date] )
VAR __PREV_YEAR =
    CALCULATE (
        SUM ( 'Data'[Amount] ),
        FILTER (
            ALL ( Data ),
            [Date]
                >= DATE ( YEAR ( _current ) - 1, MONTH ( _current ), DAY ( _current ) )
                && [Date] <= _current
        )
    )
RETURN
    IF (
        ISFILTERED ( Data[Date] ),
        ERROR ( "Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column." ),
        SUM ( 'Data'[Amount] ) - __PREV_YEAR
    )

    Notice: all function will break filter effect, if you enable it on table, current filter will be ignored, you need to manually add filter conditions to apply filter effect.

     

     

    Regards,

    Xiaoxin Sheng

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi Aaron1,

 

Maybe you can try to use below formula:

Amount YoY =
VAR _current =
    SELECTEDVALUE ( 'Data'[Date] )
VAR __PREV_YEAR =
    CALCULATE (
        SUM ( 'Data'[Amount] ),
        FILTER (
            ALL ( Data ),
            [Date]
                >= DATE ( YEAR ( _current ) - 1, MONTH ( _current ), DAY ( _current ) )
                && [Date] <= _current
        )
    )
RETURN
    IF (
        ISFILTERED ( Data[Date] ),
        ERROR ( "Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column." ),
        SUM ( 'Data'[Amount] ) - __PREV_YEAR
    )

Notice: all function will break filter effect, if you enable it on table, current filter will be ignored, you need to manually add filter conditions to apply filter effect.

 

 

Regards,

Xiaoxin Sheng

  • rohit403's avatar
    rohit403
    Helper I
    7 years ago

    Hi All, I have a data set for which I need to calculate yoy change. Please help, as the data is in vertical format.

     

    <!DOCTYPE html>
    <html>
    <head>
    <meta charset="UTF-8">
    <title>Excel To HTML using codebeautify.org</title>
    </head>
    <body>
    <b>
    <u>Sheet Name</u> :- Sheet1
    </b>
    <hr>
    <table cellspacing=0 border=1>
    <tr>
    <td style=min-width:50px>Customer</td>
    <td style=min-width:50px>KPI</td>
    <td style=min-width:50px>unit</td>
    <td style=min-width:50px>Period</td>
    <td style=min-width:50px>Value</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>29029.958491000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>27959.362300000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>10029.958491000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>8959.3623000000007</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>34567</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>33000</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>15222</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>13655</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Customer</td>
    <td style=min-width:50px>KPI</td>
    <td style=min-width:50px>unit</td>
    <td style=min-width:50px>Period</td>
    <td style=min-width:50px>Value</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px>yoy%</td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>29029.958491000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>27959.362300000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px>-3.69%</td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>10029.958491000001</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Verizon</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>8959.3623000000007</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px>-10.67%</td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>34567</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Total revenue</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>33000</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px>-4.53%</td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2016</td>
    <td style=min-width:50px>15222</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px></td>
    </tr>
    <tr>
    <td style=min-width:50px>Bharti</td>
    <td style=min-width:50px>Capex</td>
    <td style=min-width:50px>USD million</td>
    <td style=min-width:50px>Q1/2017</td>
    <td style=min-width:50px>13655</td>
    <td style=min-width:50px></td>
    <td style=min-width:50px>-10.29%</td>
    </tr>
    </table>
    <hr>
    </body>
    </html>