Top 3 Most Important Growth Metrics in PowerBI: YTD, PYTD, and YoY in under 3 Minutes

PowerBI provides insightful data visualization, but navigating growth metrics can be tricky. Fear not, data enthusiasts! This article sheds light on YTD, PYTD, and YoY, your analysis comrades in arms.

YTD (Year-to-Date): Imagine you’re in January, looking back at all the data from the beginning of the year (January 1st) until today. That’s YTD. It’s like a running total of your performance throughout the current year.

PYTD (Previous Year-to-Date): Now, rewind to the same day in the previous year. The data from January 1st of that year up to that day is PYTD. It’s your benchmark, a reference point to compare your current year’s progress.

YoY (Year-over-Year) Growth: This is where things get exciting! YoY is the percentage change between your current YTD and the PYTD for the same day. It tells you how much you’ve grown (or shrunk) compared to the same period last year.

CALENDER TABLE CREATION

PowerBI requires one to first create a calendar table before working with any type of date data so to create one use this DAX calculation:

Calender = CALENDAR(MIN(ecommerce_data[order_date]), MAX(ecommerce_data[order_date]))

here CALENDAR requires to arguments start and end dates which are nothing but min and max order dates from the main table.