Year over Year comparison per quarters

[rubenpezu]

Hi all,

Let's hope someone could help me. I'll try to explain in detail my problem.

I'm creating a report about started projects in the company using several fields. Where I'm having problems is in the Year over Year. For example when I create report for 3rd quarter, my YOY compare 2019 Q3 with 2020 Q3. And what I would like to get is 2019 Q1+Q2+Q3 Vs 2020 Q1+Q2+Q3.

This how I created YOY:

When representing values in the table, I get:

YOY started growth % = (13-8)/13 but what I would like to get is ((21+24+13) - (35+20+8)) / (35+20+8). And I'm not able to create this formula for YOY. This formula should be able to work in all quarters. I mean in Q2 should compare 2019 Q1+2019 Q2 Vs 2020 Q1+Q2.

I have been able to make it right with YTD but not with YOY. For information this how I have been able to create YTD.

Thanks for your help.

Thank you for your help.

[parry2k]

@rubenpezu you should use DATESYTD to make it work

This Year = CALCULATE ( [Total Measure], DATESYTD ( DateTable[Date] ) )

Prev Year = CALCULATE ( [This Year], PREVIOUSYEAR ( DateTable[Date] ) )

and you can use these measure to calculate variance and % etc.

Check my latest blog post Year-2020, Pandemic, Power BI and Beyond to get a summary of my favourite Power BI feature releases in 2020

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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[rubenpezu]

Thanks a lot @parry2k.

Something is still not working. I think the formula is not stoping in the current year to calculate the YOY. This is the formula YOY  according your comments.

An this is the table I get.

And this what I want to get:

Your forumula it is working for Q4 but not for Q3, Q2 and Q1. I hope my explanation is clear.

[rubenpezu · Accepted solution]

Hi @parry2k 

I think I have solved. I have created the following measures.

And I get the table I want:

Thanks!