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diegoleonm's avatar
diegoleonm
Frequent Visitor
2 years ago
Solved

YTD Performance Comparison Only if Current Quarter Has Data

Hi everyone,   I have a dataset that contains the following columns: account(string), year(string), quarter(string), revenue(number).   I created a matrix with year and quarter as columns, accou...
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  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi diegoleonm ,

     

    You can try formula like below to create measure:

    CurrentYearYTDRevenue = 
CALCULATE(
    SUM('YourDataset'[revenue]),
    DATESYTD('DateTable'[Date], "31/12"),
    'YourDataset'[Year] = YEAR(TODAY())
)

    PreviousYearYTDRevenue = 
CALCULATE(
    SUM('YourDataset'[revenue]),
    DATESYTD('DateTable'[Date], "31/12"),
    'YourDataset'[Year] = YEAR(TODAY()) - 1
)

    YTDPerformance = 
IF (
    [CurrentYearYTDRevenue] = 0,
    BLANK(),
    DIVIDE (
        [CurrentYearYTDRevenue] - [PreviousYearYTDRevenue],
        [PreviousYearYTDRevenue],
        0
    )
)

    Best Regards,
    Adamk Kong

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi diegoleonm ,

 

You can try formula like below to create measure:

CurrentYearYTDRevenue = 
CALCULATE(
    SUM('YourDataset'[revenue]),
    DATESYTD('DateTable'[Date], "31/12"),
    'YourDataset'[Year] = YEAR(TODAY())
)

PreviousYearYTDRevenue = 
CALCULATE(
    SUM('YourDataset'[revenue]),
    DATESYTD('DateTable'[Date], "31/12"),
    'YourDataset'[Year] = YEAR(TODAY()) - 1
)

YTDPerformance = 
IF (
    [CurrentYearYTDRevenue] = 0,
    BLANK(),
    DIVIDE (
        [CurrentYearYTDRevenue] - [PreviousYearYTDRevenue],
        [PreviousYearYTDRevenue],
        0
    )
)

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • diegoleonm's avatar
    diegoleonm
    Frequent Visitor
    2 years ago

    Thank you that works!