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HB13
Helper I
Helper I

How to work out a Year on Year change from monthly data

Hi guys 

I have a visual that indicates the average permium amount per month. This visual is filtered with a realtive date of the last 48 calendar months so its displays data from 01/07/2018 to 30/06/2022.
eg. 
2018/07         1309

2018/08         1312
.....

2022/06         1353 etc

 

I have to create another visual that tracks the Year on Year change in the monthly average premiums from these values.. in other words I need to show the avg premium amount change in % from
2018/07 to 2019/06

2019/07 to 2020/06

2020/07 to 2021/06

2021/07 to 2022/06


and then use this to create a line graph to depict the changes.

 

Is this possible? Any help will be much appreciated! Thank you 🙂 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@HB13 , I assume you have date in data, If not you can create one with help from year and month 

 

You need measures like

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

 

Or

 

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@HB13 , I assume you have date in data, If not you can create one with help from year and month 

 

You need measures like

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"6/30"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"6/30"))

 

Or

 

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

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