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aa8057's avatar
aa8057
Regular Visitor
10 years ago

Variance measure problem

Hi,

 

Looking for advice on how to calculate year on year variance using COUNT. Please can someone tell me how to do this?

I want to count the number of Customer ID's by year and show the  +/- difference for each year.

 

I've tried the following formula which results in the waterfall below:

CALCULATE(COUNT('Customer'[Customer ID Number]))-PREVIOUSYEAR('Year'[Entry Year V2])

 

Can someone explain to me how I get this waterfall to show the difference rather than the count for each year?

Thanks

 

Need Help

4 Replies

  • v-qiuyu-msft's avatar
    v-qiuyu-msft
    Community Support
    10 years ago

    Hi aa8057,

     

    In your scenario, you need to create a calculated column which will return difference values between years. Then place the column field in waterfall chart Y Axis property. Please refer to the sample below:

     

     

    DatePrevious = CALCULATE(MAX(Table1[Date]), (FILTER(Table1, EARLIER(Table1[Team ID])=Table1[Team ID] && EARLIER(Table1[Date])>Table1[Date])))

     

    ValuePrevious = CALCULATE(SUM(Table1[Sales]), (FILTER(Table1, EARLIER(Table1[Team ID])=Table1[Team ID] && EARLIER(Table1[DatePrevious])=Table1[Date])))

     

    Change in sales = if(Table1[ValuePrevious]=0, 0, Table1[Sales]-Table1[ValuePrevious])

     

    If you have any question, please feel free to ask.

     

    Best Regards,
    Qiuyun Yu

     

    • aa8057's avatar
      aa8057
      Regular Visitor
      10 years ago

      Hi Qiuyun Yu,

       

      Thanks for getting back to me on this. I have tried applying the logic in your reply however I am still struggling to get this to work.

      Each row in my data relates to an individual customer finace application and contains information about the customer and their application. One of the fields is the 'year of application'. This value is only a year value between 2011-2015. Each customer and therefore ID can appear multiple times each year dependent on how many finace applications they have submitted to the company. I therefore want to count how many total customer applications were made each year and then show the actual +/- change in the count of applications . I have mocked up some data below as an example of what im looking for. Ideally the chart should change when I use a slicer to select type of application or another value in the actual data.

       

      RAW Data  
      Customer IDYear of ApplicationType of Application
      1232011CC
      1232011Loan
      1962014CC
      1682015CC
      1362013CC
      8422012Loan 
      6482015CC
      1232011Loan
      8472015Loan
      9522014CC

       

      What the waterfall should show:

      Year CountDifference
      20113 
      20121-2
      201310
      201421
      201531
      Total10 

       

      Apologies if there is a really simple solution to this however I am just beginning to get to grips with Power Bi. I hope this makes sense and thank you for any further help you can offer.

       

      Matt

      • v-qiuyu-msft's avatar
        v-qiuyu-msft
        Community Support
        10 years ago

        Hi aa8057,

         

        In your scenario, you can create a new table via expression:

         

        Table = SUMMARIZE('RAW',RAW[Year of Application],"Count",COUNTA(RAW[Type of Application]))

         

        Then create two calculated columns:

         

        CountPrevious = calculate(SUM('Table'[Count]),filter('Table','Table'[Year of Application]=EARLIER('Table'[Year of Application])-1))


        Difference = if('Table'[CountPrevious]=0, BLANK(), 'Table'[Count]-'Table'[CountPrevious])

         

         

         

        For details, you can download the attached .PBIX file.

         

        Best Regards,
        Qiuyun Yu