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Anonymous
Not applicable

Automate a Year over Year Calculation

I want to calculate YoY growth

Here is my dax using a manual input of 40 for the fiscal week:

Sales Growth % (YoY)  = Calculate ([Total Sales], 'Sales'[Fiscal_Year]= 2020)/ Calculate ( [Total Sales], 'Sales'[Fiscal_Year]= 2019, filter('Sales', 'Sales'[Fiscal_Week]<= 40))-1

This dax works just fine and gives me -10%.  I just need to add automation.  So I use a max function and determine max fiscal week = 40:

Max Fiscal Week = Calculate(max('Sales'[Fiscal_Week]),'Sales'[Fiscal_Year]=2020)

That works just fine as well and returns a value of 40 (not text).  Now, I want to replace the 40 with Max Fiscal Week:

Sales Growth % (YoY) Test = Calculate ([Total Sales],'Sales'[Fiscal_Year]= 2020)/ Calculate ( [Total Sales], 'Sales'[Fiscal_Year]= 2019, filter('Sales', 'Sales'[Fiscal_Week]<= [Max Fiscal Week]))-1

This dax yields “Infinity”.  

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@Anonymous You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

 

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
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DAX is easy, CALCULATE makes DAX hard...

View solution in original post

3 REPLIES 3
v-easonf-msft
Community Support
Community Support

Hi,  @Anonymous 

Could you please tell me whether your problem has been solved?
If yes, you could accept the helpful answer as solution. You also could share your own solution here. For now, there is no content of description in the thread. If you still need help, please share more details to us.

 

Best Regards,
Community Support Team _ Eason

amitchandak
Super User
Super User

@Anonymous , In case you have date you can use time intelligence with date table

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"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

 

This will work with year table too

//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))

 

In case you do not have date to create a week and year table(separate) and use that

 

For week refer

https://medium.com/@amitchandak.1978/power-bi-wtd-questions-time-intelligence-4-5-98c30fab69d3
https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-Last-Week/ba-p/1051123

 

YTD : https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

Greg_Deckler
Super User
Super User

@Anonymous You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TITHW/m-p/434008

 

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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