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derekli1700's avatar
derekli1700
Icon for Helper III rankHelper III
1 year ago
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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

 

 

  • Hi derekli1700 

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

    Create a one-to-many single direction relationship

     

    Create this measure

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

     

    Please see attached sample pbix

3 Replies

  • Hi derekli1700 

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

    Create a one-to-many single direction relationship

     

    Create this measure

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

     

    Please see attached sample pbix

    • danextian's avatar
      danextian
      Icon for Super User rankSuper User

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