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surya2193
New Member

Ratio of Quarter Sales

Hi All,

 

I am new to power BI. I'm trying to calculate ratio of this year quarter sales to previous year quarter sales. Ie. Sum of Annual revenue in Q3 of 2016 divided by Sum of Annual revenue in Q3 of 2015 for a particular Shop Name. 

 

I have tried using DAX functionality, tried summarizing the tables but not successful. Please see sample data below:

 

DateQuarterAnnual revenueVolumeLatitudeLongitudeCityShop NameDistributor
01-01-2016Q1-16124634.6119.11583672.881799MumbaiaAbhinav
01-02-2016Q1-16136838.0019.11583672.881799MumbaiaAbhinav
01-03-2016Q1-16187952.1919.11583672.881799MumbaiaAbhinav
01-04-2016Q2-16106529.5819.11583672.881799MumbaiaAbhinav
01-05-2016Q2-16177149.1919.11583672.881799MumbaiaAbhinav
01-06-2016Q2-16190652.9419.11583672.881799MumbaiaAbhinav
01-07-2016Q3-16143039.7219.11583672.881799MumbaiaAbhinav
01-08-2016Q3-16162445.1119.11583672.881799MumbaiaAbhinav
01-09-2016Q3-16150941.9219.11583672.881799MumbaiaAbhinav
01-10-2016Q4-16169947.1919.11583672.881799MumbaiaAbhinav
01-11-2016Q4-16182550.6919.11583672.881799MumbaiaAbhinav
01-12-2016Q4-16169647.1119.11583672.881799MumbaiaAbhinav
01-01-2016Q1-16123834.3919.10991872.906136MumbaibAbhinav
01-02-2016Q1-16152542.3619.10991872.906136MumbaibAbhinav
01-03-2016Q1-16191053.0619.10991872.906136MumbaibAbhinav
01-04-2016Q2-16126335.0819.10991872.906136MumbaibAbhinav
01-05-2016Q2-16184651.2819.10991872.906136MumbaibAbhinav
01-06-2016Q2-16185651.5619.10991872.906136MumbaibAbhinav
01-07-2016Q3-16104529.0319.10991872.906136MumbaibAbhinav
01-08-2016Q3-16151842.1719.10991872.906136MumbaibAbhinav
01-09-2016Q3-16122934.1419.10991872.906136MumbaibAbhinav
01-10-2016Q4-16160044.4419.10991872.906136MumbaibAbhinav
01-11-2016Q4-16154742.9719.10991872.906136MumbaibAbhinav
01-12-2016Q4-16116532.3619.10991872.906136MumbaibAbhinav
01-01-2016Q1-16142239.5019.08996672.896866MumbaicAbhinav
01-02-2016Q1-16130536.2519.08996672.896866MumbaicAbhinav
01-03-2016Q1-16188852.4419.08996672.896866MumbaicAbhinav
01-04-2016Q2-16192653.5019.08996672.896866MumbaicAbhinav
01-05-2016Q2-16172147.8119.08996672.896866MumbaicAbhinav
01-06-2016Q2-16144740.1919.08996672.896866MumbaicAbhinav
01-07-2016Q3-16193053.6119.08996672.896866MumbaicAbhinav
01-08-2016Q3-16166746.3119.08996672.896866MumbaicAbhinav
01-09-2016Q3-16143639.8919.08996672.896866MumbaicAbhinav
01-10-2016Q4-16103028.6119.08996672.896866MumbaicAbhinav
01-11-2016Q4-16178449.5619.08996672.896866MumbaicAbhinav
01-12-2016Q4-16133337.0319.08996672.896866MumbaicAbhinav
01-01-2016Q1-16198955.2519.0662872.850775MumbaidAbhinav
01-02-2016Q1-16198355.0819.0662872.850775MumbaidAbhinav
01-03-2016Q1-16128535.6919.0662872.850775MumbaidAbhinav
01-04-2016Q2-16174348.4219.0662872.850775MumbaidAbhinav
01-05-2016Q2-16120733.5319.0662872.850775MumbaidAbhinav
01-06-2016Q2-16137638.2219.0662872.850775MumbaidAbhinav
01-07-2016Q3-16122133.9219.0662872.850775MumbaidAbhinav
01-08-2016Q3-16196054.4419.0662872.850775MumbaidAbhinav
01-09-2016Q3-16191053.0619.0662872.850775MumbaidAbhinav
01-10-2016Q4-16156443.4419.0662872.850775MumbaidAbhinav
01-11-2016Q4-16145240.3319.0662872.850775MumbaidAbhinav
01-12-2016Q4-16148641.2819.0662872.850775MumbaidAbhinav

 

I think this is possible in PowerBI but somehow I am unable to get the results.

 

Any pointers or help will be much appricated. 

 

Regards,

Surya Ostwal

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

Hi @surya2193,

 

In your scenario, you can create a calendar table, build a relationship between fact table and this calendar table based on Date field. Then create a measure to return total revenue in last year same period use SAMEPERIODLASTYEAR Function (DAX) , then use like below:

 

LastYearSameQuarter=CALCULATE(SUM('Fact'[Annual revenue]),SAMEPERIODLASTYEAR('Date'[DATEKEY]))

 

ThisYearQuarter/LastYearSameQuarter = DIVIDE(SUM('Fact'[Annual revenue]),CALCULATE(SUM('Fact'[Annual revenue]),SAMEPERIODLASTYEAR('Date'[DATEKEY])),0)

 

q1.PNG

 

Best Regards,
Qiuyun Yu

 

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-qiuyu-msft
Community Support
Community Support

Hi @surya2193,

 

In your scenario, you can create a calendar table, build a relationship between fact table and this calendar table based on Date field. Then create a measure to return total revenue in last year same period use SAMEPERIODLASTYEAR Function (DAX) , then use like below:

 

LastYearSameQuarter=CALCULATE(SUM('Fact'[Annual revenue]),SAMEPERIODLASTYEAR('Date'[DATEKEY]))

 

ThisYearQuarter/LastYearSameQuarter = DIVIDE(SUM('Fact'[Annual revenue]),CALCULATE(SUM('Fact'[Annual revenue]),SAMEPERIODLASTYEAR('Date'[DATEKEY])),0)

 

q1.PNG

 

Best Regards,
Qiuyun Yu

 

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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