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tanner_lawlis
Frequent Visitor

Trouble with Calculated Field for YoY

Hi all,

 

I am trying to create a calcualted field for YoY, but it is a little tricky...

 

The field I am trying to calculate YoY for is called "QTD Orders Revenue." I need to compare QTD Orders Revenue for "2022-Q3," the current quarter, to "2021-Q3," the same quarter but a year ago. Likewise, I want to calculate YoY for ANY previous quarters as well... I.e., "2022-Q2" vs "2021-Q2" or "2022-Q1" vs "2021-Q1" etc...

 

The biggest challenge is figuring out how to tell PowerBI that you need to subtract 1 from the year but keep the quarter the same.

 

Any help is appreciated 🙂 

 

Thank you!

 

Best,

Tanner

3 REPLIES 3
ryan_mayu
Super User
Super User

@tanner_lawlis 

pls see the attachment to check if this is what you want





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amitchandak
Super User
Super User

@tanner_lawlis , Sameperiod last year can help

 

example

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

 

 

or

 

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))
Last year same full QTR Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER(dateadd('Date'[Date],-1,Year))))

 

 

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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Hi, I tried SAMEPERIODLASTYEAR as well as DATEADD, but these formulas don't work since my FY-FQ column (i.e., 2022-Q1) is not formatted as a date. 

 

My dataset only has fiscal years and fiscal quarters, not exact dates.

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