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jnorth Frequent Visitor
Frequent Visitor

YTD Percentage compared to previous Year

Hello Experts,

 

I've been having trouble calculating the growth percentage of my YTD totals compared to the same period last year. Both the "YTD Amount Converted" and "Total Sum of Converted LY" numbers and totals are showing correctly but as you can see the % is off. 

Marketing_Pipeline_-_Power_BI.jpg

 

 

For the "YTD Converted YOY%" I am using the following DAX formula. I am hoping you can help me with a different formula that would give the accurate % change between the Current YTD total vs. the same time period of the previous year.  

YTD (Converted) for all Opps YoY% =

 

              VAR __PREV_YEAR =

                             CALCULATE(

                                           [Amount (Converted) for all Opps],

                                           DATEADD('Opportunity'[CreatedDate].[Date], -1, YEAR)

                             )

              RETURN

                             DIVIDE([Amount (Converted) for all Opps] - __PREV_YEAR, __PREV_YEAR)

 

 

Thank you so much!

1 ACCEPTED SOLUTION

Accepted Solutions
jnorth Frequent Visitor
Frequent Visitor

Re: YTD Percentage compared to previous Year

Thank you @v-yuezhe-msft 

 

Here is the formula I used to calculate [Amount (Converted) for all Opps]:

 

Amount (Converted) for all Opps =

CALCULATE(

              SUM(Opportunity[Amount (Converted)]),

              'Opportunity'[StageName (groups)] <>  "Closed Won"

)

 

For 2018, the value for [Amount (Converted) for all Opps] is showing as expected which is:

January: 1,773,951.25 
February: 859,270.97

March: 1,029,055.84

TotalYTD = 3,662,278.06

View solution in original post

2 REPLIES 2
Highlighted
Moderator v-yuezhe-msft
Moderator

Re: YTD Percentage compared to previous Year

@jnorth,

What formula do you use to calculate [Amount (Converted) for all Opps]? What is your expected result about the total value of [Amount (Converted) for all Opps]?

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
jnorth Frequent Visitor
Frequent Visitor

Re: YTD Percentage compared to previous Year

Thank you @v-yuezhe-msft 

 

Here is the formula I used to calculate [Amount (Converted) for all Opps]:

 

Amount (Converted) for all Opps =

CALCULATE(

              SUM(Opportunity[Amount (Converted)]),

              'Opportunity'[StageName (groups)] <>  "Closed Won"

)

 

For 2018, the value for [Amount (Converted) for all Opps] is showing as expected which is:

January: 1,773,951.25 
February: 859,270.97

March: 1,029,055.84

TotalYTD = 3,662,278.06

View solution in original post

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