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derekli1700
Helper III
Helper III

How to make a Percentage Change Column in Matrix Table

Hi - I would like to make a YOY percentage change column in my matrix table. 
Heres my sample dataset:

CategoryCustomerApplication Date
ANexSys Solutions1/12/2024
ACloudBridge Innovations2/2/2021
BCognify Analytics3/7/2021
BPrecisionMek Engineering4/7/2022
ATitanium Dynamics6/10/2021
CCapstone Advisors6/4/2023
BBlueChip Financials4/12/2022
CPrimeVest Partners5/12/2024
CTransWorld Freight4/12/2023

My current matrix table is seen below - i basically want to make a percentage change column for A, B and C to show the x% decreased or increased from last year and if we drill down to months, it will also show the percentage change for that as well. Thanks

derekli1700_0-1733267137524.png

 

 

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @derekli1700 

Make sure to use a separate dates table and mark it as a date table

danextian_0-1733268470105.png

Create a one-to-many single direction relationship

danextian_1-1733268494359.png

 

Create this measure

Delta = 
VAR PrevYear =
    CALCULATE ( [Count], SAMEPERIODLASTYEAR ( CalendarTable[Date] ) )
VAR Difference = [Count] - PrevYear
RETURN
    DIVIDE ( Difference, PrevYear )

 

danextian_2-1733268522692.png

Please see attached sample pbix





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
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Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

View solution in original post

3 REPLIES 3
webster12
Regular Visitor

new learnings thank u boss 🙂

Please mark my post as solution if you post has been resolved based on your initital requirements.





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.
danextian
Super User
Super User

Hi @derekli1700 

Make sure to use a separate dates table and mark it as a date table

danextian_0-1733268470105.png

Create a one-to-many single direction relationship

danextian_1-1733268494359.png

 

Create this measure

Delta = 
VAR PrevYear =
    CALCULATE ( [Count], SAMEPERIODLASTYEAR ( CalendarTable[Date] ) )
VAR Difference = [Count] - PrevYear
RETURN
    DIVIDE ( Difference, PrevYear )

 

danextian_2-1733268522692.png

Please see attached sample pbix





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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