cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Musketeers
Regular Visitor

Need to calculate YOY using Quarter-Month field

Hi,

I have two fields in the table: Quarter and Sales.

The quarter field contains the value like Q2 2017, Q1 2017, Q4 2016, Q3 2016.

And Sales column has sales figures.

 

I have slicer which has Quarter Field as drop down. I need to calculate YoY for sales based on the selected Quarter from filter slicer.

For example, if the user has selected Q1 2017 in slicer from the quarter field, I need to calculate the sum of sales for Q1 2017 and sum of sales for Q1 2016 and then calculate YoY.

Please guide me to achieve this.

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft
Microsoft

Re: Need to calculate YOY using Quarter-Month field

Hi @Musketeers,

You can create a Calendar Table, and create Quarter-Month column in the table. Create a relationship betweem them. You can create the current and last year using DATEADD function.

LastValue = CONCATENATE(LEFT(Table6[Quarter],3),VALUE(RIGHT(Table6[Quarter],4))-1)

Last = LOOKUPVALUE(Table6[Sales],Table6[Quarter],Table6[LastValue])
Current=SUM(Table[Quarter])
LastYear=CALCULATE(SUM(Table[sale]),DATE(Calendar[Date],-1,Year))


Another solution, I create the following sample table.

1.PNG

Create the calculated column using the formulas.

LastValue = CONCATENATE(LEFT(Table6[Quarter],3),VALUE(RIGHT(Table6[Quarter],4))-1)

Last = LOOKUPVALUE(Table6[Sales],Table6[Quarter],Table6[LastValue])


2.PNG

Create a slicer including Quarter, select sum(Table[Sale]), sum(Table[Last]) as value, please see the screenshot below.

3.png
Please feel free to ask if you have any other issue.

Best Regards,
Angelia

 

View solution in original post

2 REPLIES 2
Microsoft
Microsoft

Re: Need to calculate YOY using Quarter-Month field

Hi @Musketeers,

You can create a Calendar Table, and create Quarter-Month column in the table. Create a relationship betweem them. You can create the current and last year using DATEADD function.

LastValue = CONCATENATE(LEFT(Table6[Quarter],3),VALUE(RIGHT(Table6[Quarter],4))-1)

Last = LOOKUPVALUE(Table6[Sales],Table6[Quarter],Table6[LastValue])
Current=SUM(Table[Quarter])
LastYear=CALCULATE(SUM(Table[sale]),DATE(Calendar[Date],-1,Year))


Another solution, I create the following sample table.

1.PNG

Create the calculated column using the formulas.

LastValue = CONCATENATE(LEFT(Table6[Quarter],3),VALUE(RIGHT(Table6[Quarter],4))-1)

Last = LOOKUPVALUE(Table6[Sales],Table6[Quarter],Table6[LastValue])


2.PNG

Create a slicer including Quarter, select sum(Table[Sale]), sum(Table[Last]) as value, please see the screenshot below.

3.png
Please feel free to ask if you have any other issue.

Best Regards,
Angelia

 

View solution in original post

Musketeers
Regular Visitor

Re: Need to calculate YOY using Quarter-Month field

Hi Angelia,

Since the second solution is looking good...so I will go with the second solution.

Thanks for your time and help.

 

 

Thanks 

Helpful resources

Announcements
Announcing the New Spanish Forum

Announcing the New Spanish Forum

Do you need help in Spanish? Check out our new Spanish community section.

MBAS Gallery 2020

MBAS Gallery 2020

Watch Microsoft Business Applications Summit sessions on-demand.

‘Better Together’ Integration Forum Launch

‘Better Together’ Integration Forum Launch

We've launched a how-to forum where you can learn about how Power BI integrates with other Power Platform products.

Top Solution Authors
Top Kudoed Authors