Income statement variation column

[Charli]

Hello all,

After building my income statement, I am trying to introduce some variation column.

For example I want to show the variation between last year actuals and this year in value (N - N-1) and in % (N - N-1 / N-1).

Note that all the data for both years are within the same database source. To build my P&L I have used measures for each lines.

I was not able to find a way to do it, neither with Dax or directly within the app.

Thank you in advance for your help,

[audreygerred]

Hello! You can achieve this using a matrix visual and calculation groups. You can now create calculation groups directly in Power BI (as long as you have the October 2023 version and have the preview feature turned on). I have a blog post about calculation groups (I used Tabular Editor 2 when I did it, but the concept is the same).

http://powerbiwithme.com/2023/08/10/the-calculation-group-edition/ 

[Charli]

Hello @audreygerred and thank you for your help!

Unfortunatelly, I don't have the possibility to install Tabular Editor on my PC (restriction imposed by the company) ... Would you know any other way to proceed please ? 

Thank you

[audreygerred]

You can do calculation groups directly in Power BI desktop as well (as long as you have the October 2023 version). You just need to go into your preview features and turn it on. 

[Charli]

I don't know if the calculation group is the sollution, I tried to input the YTD measure but it doesn't really work. And it's not really what I am looking for as I already have all the period and year I need, I just want to calculate some simple variances between two collumns (in value and %) and on multiple values (revenue, external cost of revenue etc.).
If it is through the group calculation, do you have any formula for that please? Or maybe there is another solution?

Thank you again