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2 years ago

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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

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.

YTD Performance Comparison Only if Current Quarter Has Data.pbix48 KB

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.

YTD Performance Comparison Only if Current Quarter Has Data.pbix48 KB