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olimilo's avatar
olimilo
Icon for Post Prodigy rankPost Prodigy
1 year ago
Solved

YOY Measure returning incorrect value in matrix with Client as context

I'm trying to get the YOY of two metrics based on the date and the client. When I plot them in a table with only the Year as the context, I get the correct value:   However, when I plot this ...
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hello olimilo,
    Thank you for reaching out to the Microsoft fabric community forum. 

    I tested your scenario in Power BI Desktop with sample data, and I was able to reproduce the issue you described where the YOY measure returned incorrect values when Client was added to the matrix.

    The root cause is that the original measure was not correctly maintaining the Client context when retrieving the prior-year values. After adjusting the DAX, the YOY values now calculate as expected both at the Year level and the Year + Client level.

    Here are the corrected measures:

    Total AU = SUM(AWF[AU])
    
    Total MD = SUM(AWF[MD])
    
    
    
    YOY AU =
    
    VAR _year = MAX(AWF[Year])
    
    VAR _currval = [Total AU]
    
    VAR _prevval =
    
       CALCULATE (
    
           [Total AU],
    
           FILTER (
    
               ALL (AWF),
    
               AWF[Year] = _year - 1
    
                   && AWF[Client] = MAX(AWF[Client])
    
           )
    
       )
    
    RETURN
    
    DIVIDE (_currval - _prevval, _prevval)
    
    
    
    YOY MD =
    
    VAR _year = MAX(AWF[Year])
    
    VAR _currval = [Total MD]
    
    VAR _prevval =
    
       CALCULATE (
    
           [Total MD],
    
           FILTER (
    
               ALL (AWF),
    
               AWF[Year] = _year - 1
    
                   && AWF[Client] = MAX(AWF[Client])
    
           )
    
       )
    
    RETURN
    
    DIVIDE (_currval - _prevval, _prevval)

    With these measures, the matrix now returns the correct YOY values per Client and per Year.

    For example, with the sample dataset:

    For your reference, I am attaching the .pbix file that demonstrates the corrected implementation.

    Best regards,
    Harshitha jannapu.