What is the issue you are facing here?
you can simply keep transaction type and year(transaction date) on column shelf and quantity on row shelf and you should be good with that.
if you want item also then keep that also in column shelf.
I need to be able to isolate each item by transaction type within each year, the reason I need to do a calculated field is because I need to calculate yoy metrics for each. The yoy function doesn't work as it always leaves a blank year and it can't be hidden when trying to show sum of total and yoy change.
I was doing something like this:
If [transaction type] = "collections" then [qty] end for the transaction type
if IF YEAR([Transaction Date])= 2017 THEN [Qty] ELSE 0 END for the transaction year
the problem I face with this is that not every item has a collection qty, so when I do the yoy calculation it gives me blank results