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Zwakele
Frequent Visitor

Compare Current and Previous Year

I'm clueless where to start. I'm happy to provide more info. needed.

I have a report I want to show current year by month (total) and I want to compare values with the previous years by month.

 

Supplier Table.JPG

On Excel, I used the Value Field Settings to show values as Difference from Based field [Year] and Base items [next]

 

Excel - Value Field.png

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

Hi @Zwakele,

 

You can take a look at below sample.

 

Table: Date,Amount.

Capture.PNG

Add a measure to calculate previous data.Pervious Year Total =
var currDate=MAX([Date])
return
SUMX(FILTER(ALL(Shipments),Shipments[Date]>=DATE(YEAR(currDate)-1,1,1)&&Shipments[Date]<=DATE(YEAR(currDate)-1,12,31)&&MONTH([Date])=MONTH(currDate)),[Total Revenue])

 

Improve % = FORMAT( DIVIDE(SUM(Shipments[Total Revenue])-[Pervious Year Total],[Pervious Year Total],0 ),"Percent")

 

Create a matrix to show the result.

Capture2.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

1 REPLY 1
v-shex-msft
Community Support
Community Support

Hi @Zwakele,

 

You can take a look at below sample.

 

Table: Date,Amount.

Capture.PNG

Add a measure to calculate previous data.Pervious Year Total =
var currDate=MAX([Date])
return
SUMX(FILTER(ALL(Shipments),Shipments[Date]>=DATE(YEAR(currDate)-1,1,1)&&Shipments[Date]<=DATE(YEAR(currDate)-1,12,31)&&MONTH([Date])=MONTH(currDate)),[Total Revenue])

 

Improve % = FORMAT( DIVIDE(SUM(Shipments[Total Revenue])-[Pervious Year Total],[Pervious Year Total],0 ),"Percent")

 

Create a matrix to show the result.

Capture2.PNG

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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