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LondiweNkosi's avatar
LondiweNkosi
Frequent Visitor
3 months ago
Solved

Power BI Year Over Year analysis using the matrix visual

Hi Community, I have 2 slicers, one for Years and one for Months. They both allow multiple selection. I have also created the matrix visual of the data. and In the rows there's ustomer names, in the...
  • Lodha_Jaydeep's avatar
    3 months ago

    Hi LondiweNkosi,
    Thanks for reaching fabric community, You can perform below steps to calculate %chnage by selecting the slicers.

    1) Relationship should be like between your sales and date table.

     

    2) Create measures

    - GP = SUM ( SalesData[GP] )

    - GP Previous Year =
    CALCULATE (
        [GP],
        SAMEPERIODLASTYEAR ( 'Date'[Date] )
    )
    - GP YoY % =
    DIVIDE ( [GP] - [GP Previous Year], [GP Previous Year] )

     

    3) Matrix visual format should be like this

     

    Just want to conform you need YOY % chnage is that correct?
    Please consider as an accepted solution if helps or give some kudos.

    sample table I created

    SalesData = 
    DATATABLE (
        "Customer", STRING,
        "Date", DATETIME,
        "GP", INTEGER,
        {
            { "DTX", "2023-03-01", 1825000 },
            { "DTX", "2024-03-01", 1745623 },
    
            { "Ftech", "2023-03-01", 2325460 },
            { "Ftech", "2024-03-01", 1014587 },
    
            { "Clicks", "2023-03-01", 985625 },
            { "Clicks", "2024-03-01", 1003265 },
    
            { "Joe Soap", "2023-03-01", 114522 },
            { "Joe Soap", "2024-03-01", 256341 }
        }
    )
    Date = 
    ADDCOLUMNS (
        CALENDAR ( DATE ( 2023, 1, 1 ), DATE ( 2024, 12, 31 ) ),
        "Year", YEAR ( [Date] ),
        "Month Name", FORMAT ( [Date], "MMM" ),
        "Month Number", MONTH ( [Date] ),
        "Year Month", FORMAT ( [Date], "MMM yyyy" )
    )