Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Sid25
Helper II
Helper II

how to create the percentage change for entire hierarchy (year,month and so on)

Screenshot_1.pngScreenshot_3.png

 

 

 

 

 

 

 

 

 

I wanna create the percentage change for all the levels for the year, month and date but when I try to create the percentage change, it puts the data in the order given below.

12.png

 

 

but I wanna create it in a hierarchy pattern like percentage change for years when we click on it the percentage change for a month and so on. I am kinda new to this so if there is anything wrong with clarification then guide me through.

data looks like this 

date              total

2014-01        234

2014-02        456  

2014-03        254

2014-04        654

2014-05        124

2014-06        365

2014-07        452

2014-08        436

2014-09        234 

2014-10        123

2014-11        632

2014-12        234

2014-01        563

2014-02        452

2014-03        124

2014-04        422

2014-05        452

2014-06        321

2014-07        452

2014-08        256

2014-09        425

2014-10        245

2014-11        425

2014-12        245

2015-01        325

2015-02        452

2015-03        452

2015-04        365

2015-05        452

2015-06        123

2015-07        254

2015-08        236

2015-09        425

2015-10        125

2015-11        423 

2015-12        245

and so on...

I am looking for any idea or guidance just to get it done.

 

1 REPLY 1
amitchandak
Super User
Super User

@Sid25 , if you want a diff with last year. You can get using trailing year measure

example

sales =SUM(Sales[Sales Amount])

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

diff% = divide([sales]-[Year behind Sales],[Year behind Sales])

 

Both YOY or MOY

And in case you want YOY and MOM you need to combine few measures

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

 

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

 

using if filtered you need to combine the diffs

 

https://powerpivotpro.com/2013/03/hasonevalue-vs-isfiltered-vs-hasonefilter/

 

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-Y...


Appreciate your Kudos.

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.