YoY Calculation

Jos1986 · ‎11-02-2023

Hello everyone. For comparing YTD sales amounts to prior YTD sales amounts within the same period, our measure sets the "end date" for prior year as the month and day of our most recent sales order date (minus a year).

This works fine, assuming sales come in daily. If a day goes by without any orders, then the calculation can't include the intended end date. Example: We had our final sales day of September on the 29th. There were no sales on the 30th, as it is a Saturday this year and our company was not taking orders over the weekend. As users were evaluating September, the YoY calculation was stuck comparing through the 29th and not the 30th, thus failing to account for the orders we took on Septemer 30th 2022.

I know it's a fringe issue, but it can cause confusion. Does anyone approach YoY a different way?

parry2k · ‎11-02-2023

@Jos1986 check this video and see if this helps you to overcome the issue:

Learn how to compare MTD sales as of date with same number of days last year - Part 7 - YouTube

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.