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Anonymous
Not applicable

Please Help!

I currently have a table in power BI showing a long list of accounts and each account's total revenue over the most recent twelve months. 

 

I need to add a third column to this table that shows how much revenue was lost or gained in the most recent month compared with the month prior to that. 

 

I would also like to do the same and add a fourth column that shows how much revenue was gained or lost in the most recent quarter vs the quarter prior. 

 

Can someone please teach me how to do this? I am obviously no expert in power BI, but I have been trying and researching for quite some time now and have not been able to figure it out. I did manage to create a seperate table showing month over month but this only shows one account at a time. I need to be able to quickly display what accounts have gained or lost the most revenue compared with the previous month / quarter. This is also a running 12 month report so when I refresh it monthly, I need it to be able to adapt to the different date span each month. 

 

Thank you in advance for any help!!!!

1 ACCEPTED SOLUTION
speedramps
Super User
Super User

Firstly DO post a summary of your problem in the forum heading and DONT set is is to "Please Help!".   😀
There are thousands of post on this forum and they each need a proper heading, thank you.

 

You need to use Calandar table with monthly and quarterly offsets.

It is then easy to calculate YTD, MTD, QTD, Previous Year, Previous Month, Previous Quater

 

For example

Previous quater sales = CALCULATE ( SUM(Sales[Amount]), 'calendar'[quateroffset] = -1)

 

Do all these training free modules in the play list:-

https://www.youtube.com/watch?v=BtYn1hfdSAM

 

Thanks for reaching out for help.

I put in a lot of effort to help you, now please quickly help me by giving kudos.

Remeber we are unpaid volunteers and here to coach you with Power BI and DAX skills and techniques, not do the users job for them. So please click the thumbs up and accept as solution button. 

If you give someone a fish then you only give them one meal, but if you teach them how to fish then they can feed themselves and teach others for a lifetime.  I prefer to teach members on this forum techniques rather give full solutions and do their job. You can then adapt the technique for your solution, learn some DAX skills for next time and soon become a Power BI Super User like me. 

One question per ticket please. If you need to extend your request then please raise a new ticket.

You will get a quicker response and each volunteer solver will get the kudos they deserve. Thank you ! 

 

View solution in original post

1 REPLY 1
speedramps
Super User
Super User

Firstly DO post a summary of your problem in the forum heading and DONT set is is to "Please Help!".   😀
There are thousands of post on this forum and they each need a proper heading, thank you.

 

You need to use Calandar table with monthly and quarterly offsets.

It is then easy to calculate YTD, MTD, QTD, Previous Year, Previous Month, Previous Quater

 

For example

Previous quater sales = CALCULATE ( SUM(Sales[Amount]), 'calendar'[quateroffset] = -1)

 

Do all these training free modules in the play list:-

https://www.youtube.com/watch?v=BtYn1hfdSAM

 

Thanks for reaching out for help.

I put in a lot of effort to help you, now please quickly help me by giving kudos.

Remeber we are unpaid volunteers and here to coach you with Power BI and DAX skills and techniques, not do the users job for them. So please click the thumbs up and accept as solution button. 

If you give someone a fish then you only give them one meal, but if you teach them how to fish then they can feed themselves and teach others for a lifetime.  I prefer to teach members on this forum techniques rather give full solutions and do their job. You can then adapt the technique for your solution, learn some DAX skills for next time and soon become a Power BI Super User like me. 

One question per ticket please. If you need to extend your request then please raise a new ticket.

You will get a quicker response and each volunteer solver will get the kudos they deserve. Thank you ! 

 

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