Value Difference From Previous Period

[Anonymous]

Hi guys,

Hope all is well.

I am trying to calculate the % of difference between a value at a certain period and the value in the previous period (Quarter, Year). 

Here is the Matrix that I currently have

Using the example I am showing, I want to be able to show the difference between 2015 Quarter 4 (21.19M) and 2015 Quarter 3 (13.18M) or the difference between 2016 and 2015 if I move up to the Year Hierarchy.  I am not currently using a Calendar table I am just using the Date column I have in the data and created a hierarchy from it.

Kindly find a dummy example of the columns used in Matrix:

ID	Reference date	Category	Value
504	03/08/2015	Capital Services	2,658.00
505	15/09/2015	Capital Services	3,046.00
506	06/11/2015	Capital Services	1,614.00
507	03/08/2016	Capital Services	4,138.00
508	25/08/2016	Capital Services	1,088.00
509	13/10/2016	Capital Services	1,529.00
510	03/01/2017	Capital Services	10,007.00
517	22/08/2015	Process Maintenance	1,366.00
518	11/09/2015	Process Maintenance	1,599.00
519	24/12/2015	Process Maintenance	1,655.00
520	15/04/2016	Process Maintenance	16,594.00
521	12/04/2017	Process Maintenance	17,094.00

Would really appreciate the help!

Many thanks,

[V-pazhen-msft · Accepted solution]

@Anonymous 
You must have a calendar to achieve this. You can compare current quarter with previous period using measures, but you cannot make it automatically change based on your date hierarchy.

For example:

vs previous quarter =

var current = calculate(sum([value]), filter(allselected(table),[Category]=max[Category]))
var prequarter=calculate(current, Previousquarter(table,[calendar date]))
Return  current - prequarter

For other periods, you can replace the previous period with following function.

PREVIOUSQUARTER function (DAX) - DAX | Microsoft Docs

PREVIOUSYEAR function (DAX) - DAX | Microsoft Docs

PREVIOUSMONTH function (DAX) - DAX | Microsoft Docs

Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.

[lbendlin]

" I am not currently using a Calendar table " - you may want to correct that.  You need a contiguous, covering calendar table to do date math.