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MontsePuig's avatar
MontsePuig
Frequent Visitor
8 years ago
Solved

YTD calculation

Hi everyone,   I need to calculate: 1.-  YTD both columns 2016 and 2017 2.-  % variation 2017 vs 2016  should be -17% 2016=209.300, but it's wrong.   This is the actual formula, the 2017 is cor...
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  • Anonymous's avatar
    Anonymous
    8 years ago

    MontsePuig,

    Please review this modified PBIX file.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

MontsePuig,

Could you please share the raw sample data of your table? We need to verify if the Month field comes from your fact table or date table.

Besides, I am not very clear about the logic you use to calculate  % variation 2017 vs 2016 , how do you get -17% and 209300 based on the data in the above Matrix visual?

Regards,
Lydia

  • MontsePuig's avatar
    MontsePuig
    Frequent Visitor
    8 years ago

    Hi Lydia, Thank you very much for your help.

     

    Here you are the raw data link, I have used Matrix Visualization.

    % variation 2017 vs 2016 MTD should be -17% , calculation (174.350 /209.300)-1

    % variation 2017 vs 2016 YTD should be 28%, calculation (16.556320/12.929.820)-1

     

    Montse

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      MontsePuig,

      Create the following columns in your table.

      max = MAX(Hoja1[Date])

      Column = DATE(YEAR(Hoja1[max])-1,MONTH(Hoja1[max]),DAY(Hoja1[max]))

      Then create the following measures in your table.

      YTD For 2016 = CALCULATE(SUM(Hoja1[Transactions]),FILTER(Hoja1,Hoja1[Date]<=MAX(Hoja1[Column])))

      YTD For 2017 = CALCULATE(SUM(Hoja1[Transactions]),FILTER(Hoja1,YEAR(Hoja1[Date])= YEAR(TODAY())))

      % Variation 2017 vs 2016 YTD = ([YTD For 2017]/[YTD For 2016])-1


      2016Nov = CALCULATE(SUM(Hoja1[Transactions]),FILTER(Hoja1,Hoja1[Date]<=MAX(Hoja1[Column]) && MONTH(Hoja1[Date])=MONTH(TODAY())))

      2017Nov = CALCULATE(SUM(Hoja1[Transactions]),FILTER(Hoja1,YEAR(Hoja1[Date])= YEAR(TODAY())&&MONTH(Hoja1[Date])=MONTH(TODAY())))

      % Variation 2017 vs 2016 for Nov = ([2017Nov]/[2016Nov])-1



      Regards,
      Lydia

      • MontsePuig's avatar
        MontsePuig
        Frequent Visitor
        8 years ago

        Hi Lydia, thank you very much for your help.

         

        I understand your idea, I have reproduced your instructions but I think something is wrong. The result of YTD For 2016 and YTD For 2017 are very high numbers.

         

        In my example, the numbers are correct but I don't know how to calculate variation % YTD in a current Month (November)

        Here you are a .pbix file

         

         

        Thank you very much, :smileyhappy: