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Anonymous
Not applicable

Previous YEARS TDS as % of Sales

Hi, I am trying to achieve below and I am immensely thankful for your suggesstions and expertise.

 

YearReturnsSalesReturns as % of Past 3 yrs SalesComment
20181314892 No need to show this as there is no data for prior years
2019516034 No need to show this as there is no data for prior years
2020893870.06%Formula : SUM(8+5+13)/SUM(9387+16034+14892)
202110221890.05%Formula : SUM(10+8+5)/SUM(22189+9387+16034)
2022330960.06%Formula : SUM(3+10+8)/SUM(3096+22189+9387)

 

I want this to be dynamic so that the calculation automatically happens for future years.

 

Thanks,

BINama

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

Thank you for providing the sample data. That helps a lot with proposing a potential solution. Here is a measure based version

3yr Ret % = 
var y = SELECTEDVALUE('Table'[Year])
var t = CALCULATETABLE(TOPN(3,'Table','Table'[Year],DESC),ALLSELECTED(),'Table'[Year]<=y)
return if(COUNTROWS(t)=3,divide(sumx(t,[Returns]),sumx(t,[Sales])))

Depending on your situation it could also be done as a calculated column.

 

See pbix attached.

View solution in original post

1 REPLY 1
lbendlin
Super User
Super User

Thank you for providing the sample data. That helps a lot with proposing a potential solution. Here is a measure based version

3yr Ret % = 
var y = SELECTEDVALUE('Table'[Year])
var t = CALCULATETABLE(TOPN(3,'Table','Table'[Year],DESC),ALLSELECTED(),'Table'[Year]<=y)
return if(COUNTROWS(t)=3,divide(sumx(t,[Returns]),sumx(t,[Sales])))

Depending on your situation it could also be done as a calculated column.

 

See pbix attached.

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