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BlueNote
Frequent Visitor

Running Total % Change with no change in fist year

I need a DAX function that calculates the % change between the bars on this running total chart. The first bar will not have a change because the prior period needs to start at zero no matter what range of years the user selects. 

 

Here is my running total function

running test cy = IF (
    [Actuals],
    CALCULATE (
        [Actuals],
        FILTER (
            ALLSELECTED ( 'Calendar'[Date] ),
            ISONORAFTER ( 'Calendar'[Date], MAX ( 'Calendar'[Date] ), DESC )
        )
    )
)

Here is the current bar chart and some mark up indicating what I am looking to do.

 

2008 % Change = (.3-0) / 0) = 0 or N/A

2009 % Change = (.7-.3) / .3) = 133% 

2010 % Change = (1-.7) / .7 = 43%

so on and so forth up to the last year

 

pic one.PNG

 

Thanks in Advance for any help!

 

 

2 REPLIES 2
amitchandak
Super User
Super User

@BlueNote , Based on what I got

YOY % will the change % even in case of cummulative 

 

 

Create measures like this year vs last year (or as var ), by any og the one method

 

examples

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"))

 

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

 

 

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

 

diff = [This Year]-[Last Year ]
diff % = divide([This Year]-[Last Year ],[Last Year ])

 

 

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Thanks for your reply.

 

I tried using simple YoY % change but that doesn't work because this is % change of a cumulative amount. Also the first year needs to start with the prior year = 0 in all date ranges selected by the user. 

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