YoY Comparison with Variable Logic in Power BI - Need Help with DAX Measure

Hi, Anonymous 

Based on your description, your DAX expression might look something like this:

P13M Market MTD YoY % Revised =
VAR ReferenceDate = MAX ( DateTable[Date] )
VAR ReferenceYear = YEAR ( ReferenceDate )
VAR LogicToUse = SWITCH (
    TRUE (),
    ReferenceYear = 2024, "new",
    ReferenceYear = 2023, "old",
    "old"
)
VAR ReferenceDatePY = DATE ( YEAR ( ReferenceDate ) - 1, MONTH ( ReferenceDate ), DAY ( ReferenceDate ) )
VAR PreviousDates = DATESINPERIOD ( DateTable[Date], ReferenceDate, -13, MONTH )
VAR PreviousDatesPY = DATESINPERIOD ( DateTable[Date], ReferenceDatePY, -13, MONTH )
VAR P13M_Market_MTD_PY = CALCULATE (
    SUM ( 'Market Revenue'[Revenue] ),
    FILTER (
        'Market Revenue',
        'Market Revenue'[Logic] = LogicToUse
    ),
    SAMEPERIODLASTYEAR ( DateTable[Date] ),
    REMOVEFILTERS ( DateTable ),
    KEEPFILTERS ( PreviousDatesPY )
)
VAR P13M_Market_MTD_YoY = DIVIDE ( [P13M Market MTD], P13M_Market_MTD_PY ) - 1
VAR P13M_YoY_CALC = CALCULATE (
    P13M_Market_MTD_YoY,
    REMOVEFILTERS ( DateTable ),
    KEEPFILTERS ( PreviousDates )
)
VAR Result = IF ( P13M_YoY_CALC = -1, BLANK (), P13M_YoY_CALC )
RETURN
    Result

Are you able to provide some sample data? Please don't include any sensitive data.

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If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards

Jianpeng Li

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