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henryhuynhpham
New Member

Month to Month Difference

I am doing a dashboard showing percentage score of each month for different elements. I am stuck at adding a comparision/different from this month to the previous month. For example, August's overall is 45% and July's overall is 40% and I want to show the 5% different in the Card or Bar Chart Visualization. Also, is it possible to make an up or down arrow to indicate that instead of the minus sign?

henryhuynhpham_0-1698170849013.png

 

1 ACCEPTED SOLUTION

This is because Month column data type is not a date.
You can try to change the Month column data type to Date in transform data option.
Right click on the table particular table in Data section > go to edit query
Select the month column
Go to Transform tab in the top menu.
change Data Type to “Date"

PBI_change_date_type.jpg

 

Once change it, Click on File > Close and Apply


After that try to create the measure.

View solution in original post

5 REPLIES 5
Nilupul
Frequent Visitor

You can use below query to indicate negative values with down arrow key, positive value with up arrow key

Overall Score Diffrence = 
VAR _CurrentMonthScore =
    SUM ( 'Table'[Score] )
VAR _PrevMonthScore =
    CALCULATE ( SUM ( 'Table'[Score] ), PREVIOUSMONTH ( 'Table'[Month] ) )

VAR Diff = _CurrentMonthScore - _PrevMonthScore

RETURN
    IF (
        Diff < 0,
        CONCATENATE ( UNICHAR ( 9660 ), FORMAT ( ABS ( Diff ), "Percent" ) ),
        CONCATENATE ( UNICHAR ( 9650 ), FORMAT ( Diff, "Percent" ) )
    )

 

Additionally, You can use conditional formatting for values like below to show negative values with another color ( ▼ )

conditional formatting for  callout valueconditional formatting for callout value

 

Nilupul
Frequent Visitor

You can try below measure to calculate the diffrence between months.

 

Overall Score Diffrence = 
VAR _CurrentMonthScore = SUM('Table'[Score])
VAR _PrevMonthScore =
CALCULATE(SUM('Table'[Score]),PREVIOUSMONTH('Table'[Month]))

RETURN
_CurrentMonthScore - _PrevMonthScore

 

 

It gave me this error.

henryhuynhpham_0-1698179643707.png

 

This is because Month column data type is not a date.
You can try to change the Month column data type to Date in transform data option.
Right click on the table particular table in Data section > go to edit query
Select the month column
Go to Transform tab in the top menu.
change Data Type to “Date"

PBI_change_date_type.jpg

 

Once change it, Click on File > Close and Apply


After that try to create the measure.

Thank you for the formula!

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