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Hi All,
@YOY analysis
I need your suggestion for how to approach to create this report..... Scenario: I want to build something like a quick YOY comparison to identify the Sales gap of a client (Slicer) between last year vs Current year by Month by product Example: Last yr a Client bought 10 products Worth $1,20,000 in July Current situation is CY($70,000) - LY($1,20,000) = $-50,000 (which is easy to calculate)
Now I want to build a dashboard which can dig deeper and can identify the reasons of the GAP. There can be 5 reasons for GAP
1) Few products didn't get sold this year (Cancel)
2) Few products got sold before July (Early Renewal)
3) Few products got Postponed (Late Renewal)
4) Products booked with less value (Discount)
5) New product Sold this year (New)
I have been doing this evaluation manually But is there a way if I can click a client of a slicer, it can show me the above 5 reasons...
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I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
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Hi @AllisonKennedy
Thanks a lot for writing to me. I quickly made a small sample dataset for your reference. Please take a look into this and let me know if you need more info. The below file has two tabs
1) Data
2) Analysis needs to be done... Feel free to modify it to make a better presentation.
Copying DAX from this post? Click here for a hack to quickly replace it with your own table names
Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C
I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com
@Madi , check very simple analysis done for customers
https://community.powerbi.com/t5/Desktop/Churn-Rate-lost-Customer/m-p/1173754#M529196
Also refer
Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — MTD Questions — Time Intelligence 3–5
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
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