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nagaraj007
Post Patron
Post Patron

Need to show percentage YOY based on Financial Year

Hello All,

 

I have excel data wherein i dont have the dates, but i have Year Column (its calculated from Jan - Dec) and one more column Financial Year (Apr - Mar).  

Excel Data 

 

I would like to calculate and show YOY percentage as per the attached image. Please help me to get the required output.

output.png

1 ACCEPTED SOLUTION
amitchandak
Super User IV
Super User IV

@nagaraj007 , Write an if or Switch in power query and give each qtr a number , Then create a column either with year or FY year

Qtr Year = [Year] & [Qtr No]

Also create a separate table with all these qtr year column

create rank on Qtr year and year

new columns

Qtr Rank = RANKX(all('Date'),'Date'[Qtr year],,ASC,Dense)

 

measure example

This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

 

new column

Year Rank = RANKX(all('Date'),'Date'[FY],,ASC,Dense)

 

measure example

This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))

 

refer

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0



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View solution in original post

1 REPLY 1
amitchandak
Super User IV
Super User IV

@nagaraj007 , Write an if or Switch in power query and give each qtr a number , Then create a column either with year or FY year

Qtr Year = [Year] & [Qtr No]

Also create a separate table with all these qtr year column

create rank on Qtr year and year

new columns

Qtr Rank = RANKX(all('Date'),'Date'[Qtr year],,ASC,Dense)

 

measure example

This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

 

new column

Year Rank = RANKX(all('Date'),'Date'[FY],,ASC,Dense)

 

measure example

This Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])))
Last Year = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Year Rank]=max('Date'[Year Rank])-1))

 

refer

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA
Power BI — Qtr on Qtr with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
https://www.youtube.com/watch?v=8-TlVx7P0A0



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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