Forum Discussion
Year over Year Comparison
Hello,
I am currently have a matrix that displays Volume and Plant Margin by Volume. How would I be able to show a year over year comparison for these 2 categories? I have all of the data for 2016, I am just unsure of the correct measure to use
17 Replies
I like writing my YOY metrics all in one measure with variables.
YoY Volume = VAR Volume = SUM(Table1[Volume]) VAR VolumeLastYear = CALCULATE(Volume, DATEADD(Date[Date], -1, YEAR)) RETURN Volume - VolumeLastYear Same for the % ratio
YoY Volume% = VAR Volume = SUM(Table1[Volume]) VAR VolumeLastYear = CALCULATE(Volume, DATEADD(Date[Date], -1, YEAR)) YOY_Volume = Volume - VolumeLastYear RETURN DIVIDE(YOY_Volume, VolumeLastYear)- N
thank you for the help!
VAR VolumeLastYear = CALCULATE(Volume, DATEADD(Date[Date], -1, YEAR))
for the portion DATEADD(Date[Date], what if I am not adding a Date column into the [Date] portion? My data is on 2 different sheets, one for 2017 and one for 2016. I was able to set up the Var Volume for 2017, but I need to show a comparison and I do not have a "Date" column on either one of my excel sheets
Based on your question I am assuming you are not using a Date table/dimension in your model. You need this table.
The fastest way is to create an automatic date table.
Step 1: Go to Modeling - New Table - enter the following:
= CALENDARAUTO()
Step 2: Go to relationships tab (three squares icon) and create a relationship from your newly created date table with the table where you have dates - Table1 (see below 2016+2017 table)
You do not need two separate tables just to distinguish between two years, so you need to combine your 2016 and 2017 data into one table. Again. the fastest way is to create a new table.
Step 3: Go to Modeling - New Table - enter the following:
Table1=UNION(2016, 2017)
*** I am assuming you have a date field in 2016 & 2017 tables
**** Table1 is the name I used in my measures. If you change it, make the same chages in the measures too.
N -
Try out the Year-over-Year Quick Measure.
Thank you for the response. Do you know where I can find that? Or how that measure is supposed to be set up?
You could try the SAMEPERIODLASTYEAR function: https://msdn.microsoft.com/en-us/library/ee634972.aspx
