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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

YoY Quick Measure - Date Issue

Hello,   I am trying to calculate Sales $ year over year change. I have my data by year however, the app will not allow me to add any data into the date field. I have read multiple articles and the...
Need Help
  • V-lianl-msft's avatar
    V-lianl-msft
    6 years ago

    Hi Anonymous ,

     

    Try measure like this:

    Measure =
VAR year =
    MAX ( 'Table'[year] )
VAR last_year_sale =
    CALCULATE (
        FIRSTNONBLANK ( 'Table'[sales], 1 ),
        FILTER ( ALLEXCEPT ( 'Table', 'Table'[vendor] ), 'Table'[year] = year - 1 )
    )
RETURN
    DIVIDE ( MAX ( 'Table'[sales] ), last_year_sale )

    Sample .pbix 

     

    Best Regards,
    Liang
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • aj1973's avatar
    aj1973
    6 years ago

    Sorry guys the Divide formula must be looking like this

     

    Sorry again

    Regards

amitchandak's avatar
amitchandak
Super User
6 years ago

Anonymous , with a date calendar please find various ways to have YOY

YTD QTY = TOTALYTD(Sum('order'[Qty]),'Date'[Date])
LYTD QTY = TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year))
Previous Year = CALCULATE(SUM('order'[Qty]), PREVIOUSYEAR('Date'[Date]))


YTD QTY forced= 
var _max = today()
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max = date(year(today())-1,month(today()),day(today()))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)


YTD QTY forced= 
var _max = maxx('order',[Order date])
return
calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),'Date'[Date]<=_max)
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))

LYTD QTY forced= 
var _max1 =maxx('order',[Order date])
var _max = date(year(_max1)-1,month(_max1),day(_max1))
return
CALCULATE(Sum('order'[Qty]),DATESYTD(dateadd('Date'[Date],-1,year)),'Date'[Date]<=_max)
//TOTALYTD(Sum('order'[Qty]),dateadd('Date'[Date],-1,year),'Date'[Date]<=_max)

//Only year vs Year, not a level below

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

 

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.