Calculate Year over Year comparison dynamically based on the [year] slicer

[ianhyj]

Hello All,

I have a question regarding dynamically calculate the year over year comparison.

Suppose I have a table that look like this:

Sales:
	2019	2020	2021	2022
NY	400K	385K	800K	750K
NJ	200K	300K	250K	400K
CT	150K	400K	280K	300K

and there is a slice where I can select what is the current year.

if I would like to construct a table that dynamically displays my current year selection and automatically populates the sales for the previsouly year and the sales increase (decrease), for example:

[Year] selected 2021

	Current Year	Previous Year	Increase (Decrease)
NY	800K	385K	415K
NJ	250K	300K	(50K)
CT	280K	400K	(120K)

How can I achieve this? 

Thank you all for your help!

[Ashish_Mathur]

Hi,

You may download my PBI file from here.

Hope this helps.

[ianhyj]

hi @tom480 ,

Thank you so much for the response. I am fairly new to PBI community and did not understand everything you did to make the magic happen, but I enjoy learning pbi and am looking forward to learning pbi from you in the future.

Thank again.

[tom480]

hi @ianhyj - if you need help with anything, always here to help you! I enjoy solving puzzles. Have a great weekend!  Tom 😀

[tom480 · Accepted solution]

Hi @ianhyj ,

There's a lot of ways to do this, here's one way:

1) To use time intelligence measures in DAX you need a date table.  I created a basic one and marked as the date table using this code:

TableDT =

VAR MinYear = YEAR ( MIN ( Table1[Date] ) )

VAR MaxYear = YEAR ( MAX ( Table1[Date] ) )

RETURN

ADDCOLUMNS (

FILTER (

CALENDARAUTO( ),

AND ( YEAR ( [Date] ) >= MinYear, YEAR ( [Date] ) <= MaxYear )

),

"Month Name", FORMAT ( [Date], "mmmm" ),

"Month Number", MONTH ( [Date] )

)

2)  Next I created three measures:

2a) 

Current Year = SUM(Table1[Value])

2b) 

Last Year = CALCULATE(

[Current Year],

SAMEPERIODLASTYEAR(Table1[Date])

)

2c)

Chg Year = [Current Year] - [Last Year]

That gives me these results:

Matrix visual with year slicer

Simple Date Table for example

Here's the PBIX file if you want to review in your desktop application.  

If you found this helpful, please mark as a solution so others can find it please!  Always glad to help!  Tom 😀