Forum Discussion
YOY Detailed Analysis
Hi All, @YOY analysis I need your suggestion for how to approach to create this report..... Scenario: I want to build something like a quick YOY comparison to identify the Sales gap of a clie...
Excellent question Madi
Yes, it can be done, but you will need to create the setup in much the same way as you are doing it manually. Think about what you do manually to get each answer, and build that into the data model for the report. So you might want to build a YTD measure and compare that to previous year, to see if it's an Early Renewal. Build a measure for "New Products" to see how much of the sales are accounted for by something that wasn't purchased in the previous year. Build a measure for "Cancellations" (which will only show on previous year) to show which products haven't been purchased in over 12 months, etc.
Fun project, but without knowing your data we won't be able to give you specific answers, just very broad ideas on how to tackle it.
Yes, it can be done, but you will need to create the setup in much the same way as you are doing it manually. Think about what you do manually to get each answer, and build that into the data model for the report. So you might want to build a YTD measure and compare that to previous year, to see if it's an Early Renewal. Build a measure for "New Products" to see how much of the sales are accounted for by something that wasn't purchased in the previous year. Build a measure for "Cancellations" (which will only show on previous year) to show which products haven't been purchased in over 12 months, etc.
Fun project, but without knowing your data we won't be able to give you specific answers, just very broad ideas on how to tackle it.
Hi @AllisonKennedy
Thanks a lot for writing to me. I quickly made a small sample dataset for your reference. Please take a look into this and let me know if you need more info. The below file has two tabs
1) Data
2) Analysis needs to be done... Feel free to modify it to make a better presentation.
Madi , check very simple analysis done for customers
https://community.powerbi.com/t5/Desktop/Churn-Rate-lost-Customer/m-p/1173754#M529196
Also refer
Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — MTD Questions — Time Intelligence 3–5
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e- Are you using the Data Model at all for this report? Are you doing the reporting in Power BI or Excel?
I have made a start at building data mode with some sample calculations which you can find here: https://1drv.ms/x/s!AoYxR5uKH_bLa979TaxCq49YS_g?e=tnIs07
You will need to do a lot of setup though to get to this point where you can analyze the data. I got stuck on renewals as I don't know your renewal pattern - is it 6months or annual? Does it differ for different products?
I think you would have time well spent doing a bit of study on Excel Data Model using sample datasets to get an understanding of how it should look in an ideal world and what you can do with it, then start to apply to your scenario.
Let me know what questions you have about the file I've uploaded and I'll try to answer as best I can via here, but sometimes it's just easier to communicate in person/video or do a class.
Hope it helps!
