Variation from previous period (discontinuous periods)

[Syndicate_Admin]

Good afternoon, the company where I work I need to make a report with the percentage variation in raw materials over the last three years. The downside is that raw materials don't go up every month so there are months when I don't have data.

Raw material value table

Columns: Year/month

Rows: Prices of different raw materials

The table shows that for example during October and November 2020 there was no price update.

For cases where there are ups in consecutive months, I had no problem getting the %

In other words, in this case I would be short to obtain the percentage change between September 2020 and December 2020 (among several other periods).

From now on I appreciate any contribution!!!

Best regards

[v-shex-msft · Accepted solution]

HI @flitvak,

I think you may need to use Dax function to find out the last date that existed valid value in your table, then you can use this with the current category value to lookup corresponding value to compare with current and previous values.

measure =
VAR currDate =
    MAX ( Table[Date] )
VAR prevDate =
    CALCULATE (
        MAX ( Table[Date] ),
        FILTER ( ALLSELECTED ( Table ), [Date] < currDate && [Amount] <> BLANK () ),
        VALUES ( Table[Category] )
    )
VAR prevAmount =
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER ( ALLSELECTED ( Table ), [Date] = prevDate ),
        VALUES ( Table[Category] )
    )
RETURN
    DIVIDE ( SUM ( Table[Amount] ) - prevAmount, prevAmount )

Regards,

Xiaoxin Sheng

[Syndicate_Admin]

Thank you very much Xiaoxin for the help!!! It was just what I needed!!!

As a whole I adapted the date in the currDate variable and it worked perfectly. The code looked like this to me:

% Increase ?

VAR currDate =

MAX ( OCA[Date of Issue] )

VAR prevDate =

CALCULATE (

MAX ( 'Calendar Table'[Date] );

FILTER ( ALLSELECTED ('Calendar Table'); 'Calendar table'[Date] < currDate && [MAX price] <> BLANK() );

VALUES ( OCA[Article] )

)

VAR prevAmount =

CALCULATE (

max(OCA[Unit price without discounts UM purchases]);

FILTER ( ALLSELECTED ( 'Calendar Table' ); 'Calendar table'[Date] ? prevDate );

VALUES ( OCA[Article] )

)

RETURN

DIVIDE ( max(OCA[Unit price without discounts UM purchases]) - prevAmount; prevAmount )

[v-shex-msft]

Hi @flitvak,

I'm glad to hear my formula helps. 😊

If you have any other requirements, you can feel free to post here with detailed information.
Regards,

Xiaoxin Sheng

[lbendlin]

Have a separate table with all the months (preferably a proper calendar table)  and then create a measure that calculates for each month what the latest price update is (either for the current month or for the max month that is smaller than the current month).