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rubenpezu
New Member

Year over Year comparison per quarters

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:

rubenpezu_0-1610561104288.png

 

When representing values in the table, I get:

rubenpezu_1-1610561146871.png

 

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.

rubenpezu_2-1610561465759.png

rubenpezu_4-1610561511855.png

 

Thanks for your help.

 

 

Thank you for your help.

1 ACCEPTED SOLUTION

Hi @parry2k 

 

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

rubenpezu_3-1610624803886.png

rubenpezu_2-1610624764633.png

rubenpezu_4-1610624830742.png

 

And I get the table I want:

rubenpezu_5-1610624881731.png

 

Thanks!

 

 

View solution in original post

3 REPLIES 3
parry2k
Super User III
Super User III

@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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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.

rubenpezu_1-1610618876074.png

 

An this is the table I get.

rubenpezu_0-1610618825118.png

 

And this what I want to get:

rubenpezu_2-1610619466962.png

rubenpezu_3-1610619499228.png

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

 

 

Hi @parry2k 

 

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

rubenpezu_3-1610624803886.png

rubenpezu_2-1610624764633.png

rubenpezu_4-1610624830742.png

 

And I get the table I want:

rubenpezu_5-1610624881731.png

 

Thanks!

 

 

View solution in original post

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