Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
3 years ago
Solved

Profit YoY calculation

I am using Sample Superstore data and would need to calculate profit % change on YoY basis and using unichar to highlight increase/decrease. Please guide me on this.

  • Anonymous , You might need arrow and arrow color

    UNICHAR - Use for Conditional Icon formatting: https://youtu.be/xsm8XSz_hHs

    /////Arrow
    Arrow =
    var _change =[Net Sales YTD]-[Net Sales LYTD]
    return
    SWITCH (
    TRUE(),
    _change > 0, UNICHAR(9650),
    _change = 0, UNICHAR(9654),
    _change < 0, UNICHAR(9660)
    )


    /////Arrow Color
    Arrow color =
    var _change =[Net Sales YTD]-[Net Sales LYTD]
    return
    SWITCH (
    TRUE(),
    _change > 0, "green",
    _change = 0, "blue",
    _change < 0, "red"
    )

     

     

     

    Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
    Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

    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

     

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
    This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
    Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

     

1 Reply

  • Anonymous , You might need arrow and arrow color

    UNICHAR - Use for Conditional Icon formatting: https://youtu.be/xsm8XSz_hHs

    /////Arrow
    Arrow =
    var _change =[Net Sales YTD]-[Net Sales LYTD]
    return
    SWITCH (
    TRUE(),
    _change > 0, UNICHAR(9650),
    _change = 0, UNICHAR(9654),
    _change < 0, UNICHAR(9660)
    )


    /////Arrow Color
    Arrow color =
    var _change =[Net Sales YTD]-[Net Sales LYTD]
    return
    SWITCH (
    TRUE(),
    _change > 0, "green",
    _change = 0, "blue",
    _change < 0, "red"
    )

     

     

     

    Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
    Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

    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

     

     

    YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
    Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
    This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
    Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))