help with calculation

[dgeg]

Hello!

Looking for help writing a formula:

Year over year comparison by month.

The oldest data I have is Jan 2023.

I have the following so far:

YoY Var =

IF(

    ISFILTERED('Calendar'[Date]),

    ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),

    VAR __PREV_MONTH = CALCULATE([Monthly Spend], DATEADD('Calendar'[Date].[Date], -12, MONTH))

    RETURN

        CALCULATE([Monthly Spend] - __PREV_MONTH)

)

I do not want YoY Var to populate for 2023 because there is no historical data to compare to and I do not want 2024 YoY Var to populate in months that have not happened yet.

Any help woul dbe appreciated. Thank you!

[v-kongfanf-msft · Accepted solution]

Hi @dgeg ,

You can try formula like below:

YoY Var =
IF (
    ISFILTERED ( 'Calendar'[Date] ),
    ERROR ( "Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column." ),
    VAR __CURR_MONTH = [Monthly Spend]
    VAR __PREV_YEAR_MONTH =
        CALCULATE (
            [Monthly Spend],
            FILTER (
                ALL ( 'Calendar' ),
                YEAR ( 'Calendar'[Date] )
                    = YEAR ( MAX ( 'Calendar'[Date] ) ) - 1
                    && MONTH ( 'Calendar'[Date] ) = MONTH ( MAX ( 'Calendar'[Date] ) )
            )
        )
    RETURN
        IF (
            YEAR ( MAX ( 'Calendar'[Date] ) ) > 2023
                && MONTH ( MAX ( 'Calendar'[Date] ) ) > MONTH ( TODAY () ),
            BLANK (),
            IF (
                NOT ( ISBLANK ( __PREV_YEAR_MONTH ) ),
                __CURR_MONTH - __PREV_YEAR_MONTH,
                BLANK ()
            )
        )
)

Best Regards,
Adamk Kong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

@dgeg Try: Better Year Over Year Change - Microsoft Fabric Community

You may find this helpful - https://community.powerbi.com/t5/Community-Blog/To-bleep-With-Time-Intelligence/ba-p/1260000

Also, see if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...