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CloudHerder
Resolver I
Resolver I

Calculate and plot YoY over multiple years

I have 3 years of revenue data (2019 - 2021) for a group of vendors.

The table name is 'data', and the fields are [Year], [Vendor], [Vendor Revenue].

 

I am calculating market share and YoY revenue change for each vendor, as follows:
[Revenue] = SUM('data'[Vendor Revenue])  // currency

[Market Share] = DIVIDE( [Revenue], CALCULATE( [Revenue], ALL('data'[Vendor])), 0)  // percent

[YoY Change] = DIVIDE( [Revenue], CALCULATE( [Revenue], SAMEPERIODLASTYEAR('data'[YEAR])), 0)

 

I want to be able to plot the data using a scatter chart, with each vendor appearing twice one marker for 2019-2020 and and one for 2020-2021, but I'm only getting the 2020-2021 data points.

 

I know I could do this with calculated columns in the data table, but I'm hoping I can make it dynamic since I want to add a field for product and be able to dynamically filter.

 

If my question doesn't make sense, let me know and I'll provide sample data.

 

Thanks in advance.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@CloudHerder , For time intelligence to work Join your date of the table with the date table marked as date table and use date from date table

[YoY Change] = DIVIDE( [Revenue], CALCULATE( [Revenue], SAMEPERIODLASTYEAR('Date'[Date])), 0)

 

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...


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 :radacad sqlbi My Video Series Appreciate your Kudos.

View solution in original post

2 REPLIES 2
CloudHerder
Resolver I
Resolver I

@amitchandak Thanks. I actually was using a date table, which I had identified as such but had forgotten to join to my data table. 😜

amitchandak
Super User
Super User

@CloudHerder , For time intelligence to work Join your date of the table with the date table marked as date table and use date from date table

[YoY Change] = DIVIDE( [Revenue], CALCULATE( [Revenue], SAMEPERIODLASTYEAR('Date'[Date])), 0)

 

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

 

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...


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 :radacad sqlbi My Video Series Appreciate your Kudos.

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