QoQ, YoY Calculations not Working

[Anonymous]

Hi Experts!  I have a data model below.  Date and Fact tables are not related.  I need help in checking why the Same Qtr PY Actual column is not showing the right value.  I am using this measure to get the actual value from previous year same quarter.

Same Qtr PY Actual = CALCULATE( [Actual] , SAMEPERIODLASTYEAR( FYCalendar[Date] ) )

In this case, 61680 should be the expected output for FY23 Q1.  

where:  

Also, I would assume that if I extend the dataset with another grouping, this will apply the same calculation.

Thanks in advance!!!

PG

[Anonymous]

@Ashish_Mathur - thanks for your help, I was able to apply it with my data model.  Just one question, what if I need to compare the previous year against the current year to date only?  Same goes with previous quarter against current quarter to date?

Say FY22-Q1 vs Fy23-Q1 and today is let say Aug 12.  Then, it should compare the FY22-Q1(Aug 12) to FY23-Q1(Aug 12) only.  I hope that explains what we are looking for.

Thanks!

Paul

[Ashish_Mathur]

I am not clear at all.  Share some data, show the expected result.

[Anonymous]

Hi @Ashish_Mathur - apologies for the late reply.

Below shows of how we would like to calculated the Quarter to Date

Segment Group	Fiscal Year	Fiscal Quarter	Fiscal Date	Values
Strategic	FY22	Q1	15-Aug	500
Strategic	FY22	Q1	31-Aug	1000
Strategic	FY23	Q1	15-Aug	500
(Expected Output is that is should only compare the values in red rows because the current fiscal quarter is only up to August 15th.

PROBLEM IS, we don't have the Fiscal Date column in the dataset.

Hope that helps.

Thanks!

PG

[Ashish_Mathur]

I am still struggling to understand your question.  I am sure, someone else will help you.

[Anonymous]

Here's for the date table:

FYCalendar = ADDCOLUMNS(CALENDAR("7-1-2021","30-6-2024"),"DateAsInteger",FORMAT([date],"YYYYMMDD"),"Year",YEAR([Date]),"Monthnumber",FORMAT([Date],"MM"),"YearMonthNumber",FORMAT([Date],"YYYY/MM"),"YearMonthShort",FORMAT([Date],"YYYY/mmm"),"MonthNameShort",FORMAT([Date],"mmm"),"MonthNameLong",FORMAT([Date],"mmmm"),"DayOfWeekNumber",WEEKDAY([Date]),"DayOfWeek",FORMAT([Date],"dddd"),"DayOfWeekShort",FORMAT([Date],"ddd"),"Quarter","Q" & FORMAT([Date],"Q"),"YearQuarter",FORMAT([Date],"YYYY" & "/" & FORMAT ([Date],"Q")) )

FiscalMonth = (If( Month([Date]) >= 7  , Month([Date]) - 6,Month([Date]) + 6 ))

FiscalQuarter = "Q" & format([FiscalQuarterNumber],"0")

FiscalQuarterNumber = ROUNDUP ([FiscalMonth]/3,0)

FiscalYear = If( Month([Date]) >= 7  , Year([Date])+1,Year([Date]))

FiscalYearQtr = "FY"&Right(Format([FiscalYear],"0#"),2)&"-Q"&Right(Format([FiscalQuarterNumber],"0#"),1)

[Anonymous]

Apologies, can't attached the PBI file...

[Anonymous]

Sure @Ashish_Mathur .  Please see data attached below:

NOTE:  My Fiscal Year starts on July 1st and and June 30, thus show the date table below.

Fact Table:

Segmentation	Fiscal Year	Fiscal Quarter	Actual
Strategic	FY22	FY22-Q1	984
Strategic	FY22	FY22-Q2	1119
Strategic	FY23	FY23-Q1	60
Enterprise	FY22	FY22-Q1	16605
Enterprise	FY22	FY22-Q2	23451
Enterprise	FY23	FY23-Q1	162
Corporate	FY22	FY22-Q1	15342
Corporate	FY22	FY22-Q2	18957
Corporate	FY23	FY23-Q1	558
SMC - Scale	FY22	FY22-Q1	28749
SMC - Scale	FY22	FY22-Q2	28128
SMC - Scale	FY23	FY23-Q1	258

Date Table:

Date	FiscalMonth	FiscalYear	FiscalQuarter	FiscalYearQtr
7/1/2021 0:00	1	2022	Q1	FY22-Q1
7/2/2021 0:00	1	2022	Q1	FY22-Q1
7/3/2021 0:00	1	2022	Q1	FY22-Q1
7/4/2021 0:00	1	2022	Q1	FY22-Q1
7/5/2021 0:00	1	2022	Q1	FY22-Q1
7/6/2021 0:00	1	2022	Q1	FY22-Q1
7/7/2021 0:00	1	2022	Q1	FY22-Q1
7/8/2021 0:00	1	2022	Q1	FY22-Q1
7/9/2021 0:00	1	2022	Q1	FY22-Q1
7/10/2021 0:00	1	2022	Q1	FY22-Q1
7/11/2021 0:00	1	2022	Q1	FY22-Q1
7/12/2021 0:00	1	2022	Q1	FY22-Q1
7/13/2021 0:00	1	2022	Q1	FY22-Q1
7/14/2021 0:00	1	2022	Q1	FY22-Q1
7/15/2021 0:00	1	2022	Q1	FY22-Q1
7/16/2021 0:00	1	2022	Q1	FY22-Q1
7/17/2021 0:00	1	2022	Q1	FY22-Q1
7/18/2021 0:00	1	2022	Q1	FY22-Q1
7/19/2021 0:00	1	2022	Q1	FY22-Q1
7/20/2021 0:00	1	2022	Q1	FY22-Q1
7/21/2021 0:00	1	2022	Q1	FY22-Q1
7/22/2021 0:00	1	2022	Q1	FY22-Q1
7/23/2021 0:00	1	2022	Q1	FY22-Q1
7/24/2021 0:00	1	2022	Q1	FY22-Q1
7/25/2021 0:00	1	2022	Q1	FY22-Q1
7/26/2021 0:00	1	2022	Q1	FY22-Q1
7/27/2021 0:00	1	2022	Q1	FY22-Q1
7/28/2021 0:00	1	2022	Q1	FY22-Q1
7/29/2021 0:00	1	2022	Q1	FY22-Q1
7/30/2021 0:00	1	2022	Q1	FY22-Q1
7/31/2021 0:00	1	2022	Q1	FY22-Q1

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Anonymous]

@Ashish_Mathur - you just saved me a ton of time!  exactly what I'm looking for.  I'll apply those steps in my actual pbi file now.  Thanks a lot!

[Ashish_Mathur]

You are welcome.

[Ashish_Mathur]

Why are the tables not related.  There should definitely be a relationship (Many to One and Single) between the Date column in your Data Table to the Date column in the Calendar Table.  In the Calendar Table, create caclualted columns for Year, Month name, Month number and Quarter.  To your visuals, drag the Date dimenstions from the calendar Table.

[Anonymous]

@Ashish_Mathur - thanks for the reply.  I only have the Fiscal Quarter(FY22-Q1), and Fiscal Year(FY22) columns in the data table right now.  So, I can use the Fiscal Quarter column to relate the tables?

[Ashish_Mathur]

Hi,

Using whatever columns you have, we will first have to create a proper Date column and then build a Calendar Table from here.  Share the months which each quarter covers and also your PBI file.