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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  +/- dif...
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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

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        v-qiuyu-msft aa8057

         

        The solution worked for me! Thanks. 

         

        How would i incorporate a breakdown by month too? If I wanted to see the total count for this month versus this month last year?