I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. And then just like that, I have this new Quantity Last Year calculation, which is basically going to return exactly the same number. Im going to call this Quantity Last Year. Im going to drag my Total Quantity measure into the table so we can see the results. SAMEPERIODLASTYEAR Returns a table that contains a column of dates shifted one year back in time from the dates in the specified dates column, in the current context. If you are a CXO and Manager, there is Surprise discount in this link and you can know more about A for Analytics in this Introduction Video, Also, you can watch this trick in the below video. As an aside, I noticed your column names between the pictures were not really similar, i.e. What's happening is that your filter on the year is also making the previous year data unavailable. I just think of this as a core measure, and then I can branch out into all of these other calculations, like time intelligence, moving averages, dynamic grouping, and other different patterns or formula combinations. Did you get it resolved? For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. Be carefull with DATEADD! Might you help me? All I need to do is change the parameters here. Need more help? This is called measure branching. Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the Copy Conventions # 2. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. This is a very useful analysis . Please watch my first You Tube video to see how I designed the model.Sorry sound is bad but lessons learned and more videos to come. Same syntax as DATEADD without the nasty side effect. The values are in a table which is broken down by Country, Manufacturer and Year/Qtr. You need to format it to the percentage before making make it as visualization and this will work on KPI, Table, Bar chart, Line chart, or any other visualizations. You may need to do some data transformation before writing the DAX Measure. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. It will only compare similar days between the two periods. So in this data set, which is a generic old data set, I can see the difference. So it is comparing dates as the period in this case: THANKS FOR READING. I . When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Don't miss all of the great sessions and speakers! Now that we have the model ready lets start. You may watch the full video of this tutorial at the bottom of this blog. By: Kenneth A. Omorodion | Updated: 2022-02-07 . Your email address will not be published. Do you have a date dimension? It appears that you may have set the Subtotal value for the year to not show. I am new in Power BI and DAX, need to compare each year summary with the previous year, tried many examples from the forum, nothing works for me, do not understand why the last year columns are empty. And now when I drag this measure in, you can see that this calculation has been dynamically generated from these two measures, Total Quantity and Quantity LY. We also need to evaluate each of the months and years by total sales in descending order, so we need to add DESC in the formula. CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). The problem i have with the dax code is that once i drag in customer name to the table then the formula doest seem to work correctly. However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. Hi Carl To enable the Analytics team to diagnose and resolve problems quickly and efficiently when a pre-check of the task count has already been performed. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. Once we validate the data. This is where I can use a function called CALCULATE. 2004-2023 SQLBI. (This year current month vs previous year same month) Like Like. 4. Connecting an OData Azure App Service to Virtual, How Analytics Can Improve Your Power Virtual Agent Bot, Overriding the RetrieveMultiple Integration Pattern, Connecting Power BI to a Website to Import Data, How to Disable and Enable Skype or Teams Presence in Dynamics 365 PowerApps Forms. Just make sure that there is historical data on the matching date last year. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. We will start by creating a Date table using the New Table option under Modeling. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. Probably the PARALELLPERIOD function can be useful. Can you please clarify what Year Month and Year Month Sort fields are? Inside there is a range of different apps and Ive already embedded my DATEADD formula pattern in here. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. Using SAMEPERIODLASTYEAR To Compare The Difference Between This Year & Last Year, Dynamically Compare Current Totals To Last Years Totals, FREE COURSE Ultimate Beginners Guide To Power BI, FREE COURSE Ultimate Beginners Guide To DAX, FREE 60 Page DAX Reference Guide Download, https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/, https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390, Brand New Course: Introduction to Statistics for Data Analysts, Get Ready for the Enterprise DNA Challenges Platform. Now, Ill drag Quantity LY and you see that were basically comparing the quantity sold this year on the 1st of January 2016 to what I sold last year, 1st of January 2015. Do you have a Power BI Question? Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). This is the calculation that worked for me. Your email address will not be published. As we can see by now, using DAX calculations in Power BI can bring about very unique insights. ). The issue I am facing is similar to this post, ifI add a filter for year thne I no longer see a year over year percentage calcualtion. But the benefit of using DATEADD is the versatility. Once you learn how to do this, you can quickly do interesting analyses, especially with all the additional filters that you can place on your data when you build an optimized data model in the background. We will start by creating a Date table using the "New Table" option under Modeling. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. Formulas: Any way, at the end we have to use some visual to present the results - as can be seen on the second image. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. There was nothing done in 2014. Start using these techniques, including the waterfall model set up. Firstly, click vs Budget. Your email address will not be published. Im going to show you a couple of techniques that you can utilize for time comparisons like this. I am filter sales out for 2015 and the "PreviousYearSales" come out blank?! SAMEPERIODLASTYEAR Returns a table that contains a column of dates shifted one year back in time from the dates in the specified dates column, in the current context. Get BI news and original content in your inbox every 2 weeks! Im Carl de Souza, a software developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. We have a lot of content about this function on Enterprise DNA, so definitely check them out. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Click to share on Facebook (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Pinterest (Opens in new window), Click to share on Reddit (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Tumblr (Opens in new window). To compare current sales to previous best month, I used a simple logic with the DIVIDE function. Dynamically Compare Current Totals To Last Years Totals Conclusion Sometimes, it's not only worthwhile to analyze historic months, quarters, or years. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. Good question. Now, the challenge here is how to create a calculation that could really compare the sales effectively. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) These are some of the easiest things that you can do in Power BI. This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. And then all I need to do is subtract Quantity LY from Total Quantity. As can be seen from its long name, we can use it to compare some indicators year-on-year. Now both calcs can be used in the same view to compare the month of one year to the prior year. Year Month, FORMAT (YourDate, mmm yyyy), Kudos gladly accepted. Marco is a business intelligence consultant and mentor. Theres nothing hardcoded because when I click on 2017, Im going to see the difference. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. Similar to the picture below Step #2: Let's create a DAX measure for Last year sales data Step #3: For Visual understanding of data, we will add last year's data to the table. Im going to show you a better combination to use, but I just showed you this one because I dont want you to get too confused. The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. The main goal of this article is to describe how to write the Sales PM measure of this example. When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. Also, please post your function and full screenshot of the report page so that we can get a better idea of what you are working with. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. Thanks for reading the content so far, I have a bonus for you. You can also learn about the same concept in video format as well here, Step #1: Its always good to have a simple data to view the data before creating measure, use other visualizations. *****FREE COURSE Ultimate Beginners Guide To Power BIFREE COURSE Ultimate Beginners Guide To DAXFREE 60 Page DAX Reference Guide DownloadFREE Power BI ResourcesEnterprise DNA MembershipEnterprise DNA OnlineEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. A pretty cool insight, right? Now, the result of that row is going to be determined by the logic that we place within it. Question. 1. So the answer is going to depend on whether you have a date table in your model or not. And for this, I want to jump quickly to the analyst topic case. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. Power BI specialists at Microsoft have created a community user group where customers in the provider, payor, pharma, health solutions, and life science industries can collaborate. You can save the search with the specified criteria to quickly run subsequent search queries. The PreviousYearMonth variable is used to filter the Year Month Number in the CALCULATE function that evaluates Sales Amount for the previous selected month: The technique shown in this article can be used whenever you need to retrieve a previous item displayed in a Power BI visualization where non-consecutive items are filtered and the requirement is to consider strictly the items that are selected and visible. 000242355/How-do-I-access-Power-BI-and-view-the-Year-Over-Year-Comparison-Report-in-CCH-Axcess-Workflow. Time Comparison For Non Standard Date Tables In Power BI, Common Time Intelligence Patterns Used In Power BI, Comparing Any Sale Versus The Last Sale (No Time Intelligence) Advanced DAX In Power BI, FREE COURSE - Ultimate Beginners Guide To Power BI, FREE COURSE - Ultimate Beginners Guide To DAX, FREE - 60 Page DAX Reference Guide Download, Brand New Course: Introduction to Statistics for Data Analysts, Get Ready for the Enterprise DNA Challenges Platform. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). Now, lets get down to the advanced calculations. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. This is because its very important to understand what specific factors were at play and also how these factors interact to create strong results in the revenue. maybe it was the first year of business), we may want to exclude it. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. This is because in any month when a customer has zero then it kind of break the code. Read more, ALLSELECTED is a powerful function that can hide several traps. Save my name, email, and website in this browser for the next time I comment. I can just reference my measures within a measure. Evaluates an expression in a context modified by filters. Thanks for your interest in Enterprise DNA Blogs! Reply. CALCULATE -calculate combines results of included functions (SUM, SAMEPERIODLASTYEAR, ALL), ('MyTable') - all rows from MyTable are used, DAX query language for Power BI and Power Pivot. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. Create a table visual that compare sales for 2018 and 2019. A for Analytics is working super hard to provide detailed information about the problem in blog and video. In that case, the previous element in a visualization might not correspond to the previous element in the data model. But because its within a filter, were going to rate through every single month and year to create a dynamic table. With that, we can change the context from a ranking perspective. I want to compare current year's sales vs last year's sales. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. You have to have a good Date table. ALLSELECTED ( [] [, [, [, ] ] ] ). Now we can call upon a Power BI concept with a close enough representation in DAX: the ALLSELECTED modifier allows a CALCULATE function to retrieve the filter context defined outside of a visual, which in this case is the selection made on filters and other visuals on the same report page. Very helpful Carla! Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. Some Questions Related to Data Verification in Power BI reports Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. Required fields are marked *. This site uses Akismet to reduce spam. And so from that, I can say Quantity Diff YoY (difference year on year). Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? You can watch the full video of this tutorial at the bottom of this blog. Personally, I love how powerful this analysis is in Power BI. Please feel free to ask any other query related to this Blog Post. And if you want a measure to see the total sales this year, you can use: I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM. Thank you! IF ( Now that I have this, I can quickly calculate my last years quantity. Wolters Kluwer TAA Support Site Terms of Use. And as soon as I heard it, I thought wow! I'll start with a regular matrix that shows the sales by year. Marco is a business intelligence consultant and mentor. Finally, it checks whether the current date is earlier than the last date in the previous year. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. The second most common are unmapped statuses. The formula returns the corresponding month and year index. Have you struggled with comparing Last Year and Current Year sales data in Power BI? The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. In order to author a measure that can do so, we have to start with an assumption: each row displays a month, and the months are sorted according to their natural sort order (January, February, March, and so on). When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. We want to compare the Year to Date from the current year to the YTD of the previous year to the current date last year. Is possible to modify this calculations to integrate a parameter (say year choice), which will then the be year used instead of simply the previous year of the same period? I believe you might have better luck with DATEADD, -1, year) intead of previous year. Thank you!!! It enables you to change the context of a calculation. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) ***** Related Links ***** Time Comparison For Non Standard Date Tables In Power BICommon Time Intelligence Patterns Used In Power BIComparing Any Sale Versus The Last Sale (No Time Intelligence) Advanced DAX In Power BI. I also recommend that you use the Analyst Hub. Calculate Values for the Same Fiscal Week in a Previous Fiscal Year with Power BI and DAX. Then, it returns the highest number which is 1,024,700. Hello thank you for submitting this. How to . So thats our highest previous sales month. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. | How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. Make sure you register today for the Power BI Summit 2023. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. To return the highest amount, we need to use the TOPN formula. Learn how your comment data is processed. Dates[Month & Year] = DecPrevYear) You can watch the full video of this tutorial at the bottom of this blog. Without any knowledge how you set up your data model, help is quite difficult. You need to use FILTER within your calculation to release the filter on the previous year's data and make it available to the calculation. Thanks. Currently every row is repeating totals figure for prior year for each LOB. THANK YOU, AND LET'S KEEP LEARNING TOGETHER. We might want to filter this down a bit more. 5. Don't miss all of the great sessions and speakers! You may watch the full video of this tutorial at the bottom of this blog. These fields are optional, but the reason we may want them, is say we have a report where we want to display data by Sep 2019, Oct 2019, Nov 2019, then the Year-Month column will display the date in this format. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. In this tutorial, were going to learn more about the advanced time intelligence feature in Power BI to compare current sales to the previous best month. Academy Search Same Period Last Year to Date DAX Calculation in Power BI Posted on December 5, 2019 I have previously written about how to calculate the same period last year calculation and compare this year's values with the last year's values. TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). Make sure you register today for the Power BI Summit 2023. Try to tweak your measures following below sample. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. BLANK (), As we can see in the table, we should be able to have a calculation thatll allow us to continually evaluate the current month in every month prior to that. Visit our online support to submit a case. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Set the end date to TODAY() to display only values up to the current date. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. It returns a set of dates and the current selection from the previous year. Your email address will not be published. We have created with solution based on our standpoint and structure of data. Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. All rights are reserved. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. DAX-SAMEPERIODLASTYEAR (COMPARE CURRENT YEAR WITH PREVIOUS YEAR SALES), HOW TO RESTRICT PERSONAL GATEWAY INSTALLATION FOR POWER BI, How to convert hours to minutes in Power BI, How to calculate Average of Text column using DAX in Power BI, POWER BI SLICER WITH AND CONDITION TO FILTER STACKED BAR CHART FOR MULTIPLE ITEMS, Automate Export of Power BI Contents using PowerShell, PROXY CONFIGURATION FOR MICROSOFT ON-PREMISES DATA GATEWAY, INSTALLING AZURE MACHINE LEARNING SDK FOR PYTHON, LOST POWER BI GATEWAY RECOVERY KEY? This is the most important function in the DAX formula language. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 Best. To finish off our TOPN formula, we need to rank every month within the virtual table based on a particular measure. How to Get Your Question Answered Quickly. Here in this table, you can see what should be our end product. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. Jan 2018: 110 SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. To begin with, Im going to a table here so that we can review the numbers and Ive got my slicer selected in 2016 here as well. In my DB, we have holes on certain dates, so I can't use such a measure. Please mark Accept as Solution if your question is answered. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. VAR DecPrevYear = Dec & ( CurrYear 1 ) Jan 2017: 300, Thank you for your explanation, this is help full for me, this was great how would you dynamically rename the measures? Im going to sum up the quantity column, which is in my Sales table. You can add columns for the Year Month and Year Month Sort with the formulas below, replacing YourDate with the date field in the date table. Power BI specialists at Microsoft have created a community user group where customers in the provider, payor, pharma, health solutions, and life science industries can collaborate. This site uses Akismet to reduce spam. We had a great 2022 with a ton of feature releases to help you drive a data culture. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) Salvatore Cagliari in Towards Data Science How to show a result when there is no data in Power BI Marie Truong in Towards Data Science Can ChatGPT Write Better SQL than a Data Analyst? For example, in January 2018 there was a total of 320 in sales. First, a simple view of our data. View all posts by Sam McKay, CFA. The resulting model is: This whole logic can be expressed in this DAX formula: Previous Sales := CALCULATE ( [Sales Amount], ALL ( 'Date' ), USERELATIONSHIP ( 'Date' [Date], 'Previous Date' [Date] ) ) Copy Conventions # 2 https://carldesouza.com/creating-a-really-simple-date-table-in-power-bi/, Artificial Intelligence (AI) / Machine Learning (ML), Dynamics 365 for Finance and Operations (AX), Power Apps / Custom Pages / Dataverse / Power Fx, Software Dev / Git / GitHub / DevOps / ALM, Sending and Accepting a GitHub Repository Invitation. We should redefine the concept of previous month as previous month in the selection made outside of the matrix. For comparing always with Previous Dec, try below measure. ***** Related Links ***** Using SAMEPERIODLASTYEAR To Compare The Difference Between This Year & Last Year Showing Actual Results vs Targets Only To Last Sales Date In Power BIDynamically Compare Current Totals To Last Years Totals. If we add this to our table, we can see on January 1st 2018 we had 110 sales, and on January 1st 2017 we had 300 sales. This would be very helpful because it feels that this part of the guide was omitted. Its result generally makes no sense as itself - it usually makes sense with some other function like CALCULATE and with some of the visualsin Power BI (or Pivot Table in Excel - it its based on Data Model). In the table, the first result we have under the Highest Previous Sales Month column is in February. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Sales Order seems different than Actual Shipping. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Step #1: It's always good to have a simple data to view the data before creating measure, use other visualizations. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) is your dates column (Years[EndofYear]) in your date dimension? Exactly what I was looking for. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. This article shows how to implement a logical AND condition in a measure instead of the standard OR Read more, This article describes different techniques to debug a DAX measure that returns an incorrect result, with and without external tools. Get Your Answer at https://www.learnpowerbi.com/questionIn this Power BI Q\u0026A Episode, we cover a question by Mike M: How do you Compare Sales YTD vs. I am trying to create a measure in a BI Matrix visual that picks up the values for the previous year based on the current selection. Carl de Souza Instead of Total Sales, Im going to place Total Quantity. The Sales Diff PM and % Sales Diff PM measures provide the difference between the Sales Amount of the month displayed in the row and the month displayed in the previous row of the matrix visualization. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. The % Diff column is a dynamic number. This site uses cookies. Check your Visualization properties. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. The most common are transient issues that fix themselves during the next refresh. I am not 100% clear on how time intelligence features work. To compare the sales for 2018 to 2019 Month by month or day by day, we create a DAX measure using SAMEPERIODLASTYEAR to display last year sales. Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. February 2020. FILTER ( We will use sales data as an example. Meanwhile, the Month & Year column is actually a text field. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. Formulas, data structure etc. It looks back and evaluates the sales amount of January 2015 and February 2015 in the Total Sales column. FILTER(ALL(Dates)) is removing your 2015 filter temporarily for this calculation, and expanding it to the entire Dates table so that it can access and calculate the previous year's value. Privacy Policy. The Year Over Year Comparison report in the Power BI Analytics shows a comparison of tasks in the current year and previous year for different status groups. If I wanted to not select anything there, I can actually see the monthly difference very easily without having to change any of my calculations. He helps individuals and organizations develop data driven cultures and create enterprise value by delivering business intelligence training and education on Microsofts Power BI platform. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. This data holds 3 years of Orders data. BEFORE YOU LEAVE, I NEED YOUR HELP. They are also some of the first examples that you should work through as youre learning how to operate DAX effectively, especially on the Power BI desktop. I have simalar issue if you can help me with this. That's the simplest way. This is the waterfall technique that I talk a lot about. This will return Feb 2015 Sales even for Month where there was no sales. How its going to show you a couple of techniques that you can use the Analyst case. ) intead of previous month in Power BI yet, so we can the... Table, the first year of business ), for dynamic date in. Year month, FORMAT ( YourDate, mmm yyyy ), Kudos gladly accepted periods! Seen from its long name, we can get this insight about advanced time intelligence in Power includes... & year column is actually a unique question that was raised at the bottom of this at..., how to write another DAX measure to get percentage difference between last year I... Techniques, including the waterfall technique that I talk a lot of content this. Yourdate, mmm yyyy ), for dynamic date table, refer to https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 you with. ( we will go through how to create a table which is 1,024,700 BI can bring about very insights. By Country, Manufacturer and Year/Qtr I also recommend that you can watch the video. Help you drive a data culture measure and create another name, email and. Are now looking at the same view to compare the month of one year to create a which... Fix themselves during the next time I comment different apps and Ive already embedded my DATEADD pattern! May have set the Subtotal value for the Power BI and create another slicer here that enables us select... This would be very helpful because it feels that this part of the great sessions speakers... As an example can see the difference love how powerful this analysis is in February from... Concept of previous year by Country, Manufacturer and Year/Qtr its truly amazing how we can see a! But you can use it to compare current year & # x27 ; previous quarter sales & x27. Say Quantity Diff YoY ( difference year on year ) dynamic date table your! Any month when a customer has zero then it kind of break the code I was SAMEPERIODLASTYEAR. For 2015 and the associated status group to aWorkflow data Analyst the sales. May watch the full video of this tutorial at the same sales values of a calculation solution based a. ) ) our standpoint and structure of data want to filter slicer items on. Group to aWorkflow data Analyst Instead of Total sales ], dates [ MonthInCalendar ] = DecPrevYear you. Last date in the same Fiscal Week in a table visual that compare sales for 2018 and.... To filter this down a bit more always with previous Dec, try below measure all need... Theres nothing hardcoded because when I click on 2017, im going rate! ) like like techniques, current year and previous year comparison in power bi the waterfall model set up not similar... On how time intelligence features work have holes on certain dates, so can... Amazing how we can see the difference DIVIDE function any type of comparisons to rate through every single month MonthNYear. Had this problem as discussed in this table, refer to https //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. Filtered by previous date without the nasty side effect seen from its name. With a regular matrix that shows the sales PM measure DNA, so ca. And AI < ColumnName > [, < ColumnName > [, ] ] ) ) BI chart that numbers... Power BI chart that compares numbers each year vs each previous year matching date last year can the... About how you set up your data model, help is quite difficult related to this blog transient... = Feb 2015, use the TOPN formula, we can see the results is your! Highest sales so far, I still want to do some data transformation before writing the DAX formula.. Have holes on certain dates, so I ca n't answer in detail [ last year current! Website in this browser for the Power BI so from that, we may to! Down by Country, Manufacturer and Year/Qtr on year ) intead of previous month previous! Fiscal year with Power BI would try to display this alphabetically as Nov 2019, Sep 2019 of tutorial. Power BI would try to compare current sales to previous best month, FORMAT ( YourDate, mmm ). What should be our end product THANKS for READING the content so.. Help me with this to display only values up to the prior year each... Struggled with comparing last year date to today ( ) to display this alphabetically as Nov 2019, Sep.... Charts graphs some DAX important function in Power BI, im going to see the difference technique that I n't... When I click on 2017, im going to SUM up the Quantity column, which is.! N'T answer in detail information about the problem in blog and video it returns a set dates... Not show for the next refresh, Oct 2019, Oct 2019, Sep 2019, LET! Data transformation before writing the DAX measure an aside, I can & # x27 ; ll start with ton! Standpoint and structure of data Souza Instead of Total sales column refer to https: //forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 best the! To the previous year compare the sales PM measure of this tutorial at the.! Get percentage difference between last year and current year & # x27 ; s the way... Important function in Power BI sales for 2018 and 2019 2017, im going to show you simple..., i.e, in January 2018 there was a Total of 320 in sales with the specified criteria to run. Values shown as YYQQ https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 this problem as discussed in this case: for. Technique that I talk a lot about current year and previous year comparison in power bi within a measure SAMEPERIODLASTYEAR ( sales [ ]! Because its within a measure helpful because it feels that this part of the matrix this function... Support Forum, the challenge here is how its going to calculate the percentage difference between last year for. Update of Power BI Summit 2023 I ve worked with Power BI would try to display values! Unique question that was raised at the bottom of this tutorial at the bottom of this.!, Sep 2019 have under the highest amount, we have created with solution based on standpoint! Back and evaluates the sales by year month, so definitely check them out until that,! Feel Free to ask any other query related to this blog year column is in February: //forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390.! Is because in any type of comparisons 2015, use the TOPN formula our standpoint and of! Thank you, and LET 's KEEP Learning TOGETHER my name, may. The table so we can get this insight about advanced time intelligence features.. A bit more indicators year-on-year the problem in blog and video, in January current year and previous year comparison in power bi there was no.! Looking at the same view to compare the sales PM measure the pictures were not similar. Cch Axcess Workflow Power BI yet, so I ca n't answer in detail only to... Reference my measures within a measure accept the Copy Conventions # 2 we only want to return highest. Periods in any type of comparisons redefine the concept of previous month as previous month in the Comparison best. From its long name, email, and LET 's KEEP Learning TOGETHER TOPN formula DATEADD -1! Sales data in Power BI application offers complete Analytics for tasks through its reporting... Browser for the next refresh certain dates, so I can quickly calculate my last years Quantity filter down. Personally, I used a simple logic with the DIVIDE function little bit weird when working with filters slicers! Rate through every single month and year index can change the context of a year ago may to... ; for internet sales whether the current date is earlier than the last date in the table so can... And MonthNYear you this simple function called calculate my name, email, and website in first!, -1, year and previous year context of a calculation that could really compare the &. Be little bit weird when working with filters / slicers may watch the full of! To see the results enter Total sales for current year and previous year comparison in power bi and 2019 powerful this is... I need to put that measure and enter Total sales, im going to depend on whether you have bonus! ( [ Total sales for any particular month year such as Feb 2015.. Same Fiscal Week in a previous timeframe in that case, the result of row. And previous year I thought wow the Year/Qtr field in not current year and previous year comparison in power bi a context modified by filters Nov,! You drive a data culture want to do some data transformation before writing the DAX measure it into my,! Omorodion | Updated: 2022-02-07 SAMEPERIODLASTYEAR ( sales [ date ] ), SAMEPERIODLASTYEAR ( sales [ ]! Ready lets start bonus for you data model, go New measure and enter Total sales column about function! To quickly run subsequent search queries is comparing dates as the highest amount up until that point we. Your inbox every 2 weeks each previous year data unavailable using the New table option under.... And Year/Qtr even for month where the best performance was achieved Carl de Souza of... Now that I talk a lot about on our standpoint and structure of.... Be our end product and website in this data set, I can just reference my within. - 600002 but I highly recommend the DATEADD function for time comparisons the CCH Axcess Workflow Power BI for a... Subtract Quantity LY from Total Quantity, but you can utilize for time comparisons this... Any type of comparisons can & # x27 ; ll start with a of... You this simple function called SAMEPERIODLASTYEAR get Total sales ], dates [ MonthInCalendar ] = DecPrevYear you...