Matrix with YOY GP Margin Comparisons

[sya]

Hi All,

I need to do a YoY comparison for PnL as in the picture:

The original data from excel was like this:

I unpivot the data which made all the Revenue, GP, Direct SG&A, etc go under 1 column: Category.

And I created a sum measure for all the values.

Now I have issues with the percentages. How do I show YoY comparison for GP Margin%, net profit margin% etc in the same matrix?

Please help.

Regards,

Sya

[v-yalanwu-msft · Accepted solution]

Hi, @sya ;

Try it.

Measure = 
DIVIDE(
CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Year]=MAX('Table'[Year])&&[category]="OUP")),

CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),[Year]=MAX('Table'[Year])&&[category]="Revenue")))

The final show:

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-yalanwu-msft]

Hi, @sya ;

You could unpivot in power query.

1.unpivot.

change to

2.create a measure.

Measure = 
IF(HASONEVALUE('Table'[date]),SUM('Table'[Value]),
FORMAT(
DIVIDE(CALCULATE(SUM('Table'[Value]),FILTER('Table',[Year]=MAX('Table'[Year]))),
       CALCULATE(SUM('Table'[Value]),FILTER('Table',[Year]=MIN('Table'[Year]))))-1,
       "0.00%"))

The final show:

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[sya]

Hi @v-yalanwu-msft ,

Thank you for your help.

Maybe I am missing the point, but I'm looking to calculate the margin, for example using the sample you provided above, it will be:

OUP margin 2021= OUP/Revenue*100

OUP margin 2021= 7/5*100

OUP margin 2021= 140%

OUP margin 2022= 6/6*100

OUP margin 2021= 100%

So, the additional line in the Matrix after the Revenue line would be:

OUP margin | 140% | 100%

Please assist

[amitchandak]

@sya , I think calculation group can help here along with TI

Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA