ALL ( Dates[Month & Year], Dates[MonthnYear] ), Best. 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. 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. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Instead, use PARALLELPERIOD(). RETURN. 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. First, just lets just do a quick recap of how you should set up your models. Jan 2018: 110 Im Carl de Souza, a software developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. So the answer is going to depend on whether you have a date table in your model or not. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. Theres nothing hardcoded because when I click on 2017, Im going to see the difference. 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. Sales Dec Last Year = CALCULATE ( Select "Year over Year". ***** Learning Power BI? In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. 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. Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). I prefer DATEADD because it is more versatile. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. Your email address will not be published. As an aside, I noticed your column names between the pictures were not really similar, i.e. It appears that you may have set the Subtotal value for the year to not show. Make sure you register today for the Power BI Summit 2023. FILTER ( This site uses Akismet to reduce spam. So in this data set, which is a generic old data set, I can see the difference. Thanks. Create a table visual that compare sales for 2018 and 2019. Your email address will not be published. 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. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. So thats our highest previous sales month. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. 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. More about this problem and its solution is here. Visit our online support to submit a case. BEFORE YOU LEAVE, I NEED YOUR HELP. 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. ISBLANK ( [Total Sales] ), You may watch the full video of this tutorial at the bottom of this blog. Its just reusing the patterns over and over again. Reply. These are the first things that you should be exploring within Power BI from a calculation point of view. Now, the result of that row is going to be determined by the logic that we place within it. Calculate Values for the Same Fiscal Week in a Previous Fiscal Year with Power BI and DAX. 9 comments. First, a simple view of our data. What the team wanted to do in summary includes the ability to compare the current selected fiscal week to the same fiscal week in the previous year while calculating the total sales month till date. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL. These two functions have updated to the formatting of the table, wherein our previous example we looked at monthly sales, but in this table, we are looking at daily sales. However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. Thank you! 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. As we can see by now, using DAX calculations in Power BI can bring about very unique insights. Instead of Total Sales, Im going to place Total Quantity. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. By: Kenneth A. Omorodion | Updated: 2022-02-07 . A KPI dataset needs to contain goal values for a KPI. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. A designer bases a KPI visual on a specific measure. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. This is the calculation that worked for me. 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. You have to have a good Date table. As can be seen from its long name, we can use it to compare some indicators year-on-year. 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? When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. I want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. It does exactly what it says. 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. Read more, SQLBI+ is our new subscription service for advanced content that supports professional model authors who create semantic models for Power BI and Analysis Services. 1. 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). A pretty cool insight, right? Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. It returns a set of dates and the current selection from the previous year. View all posts by Sam McKay, CFA. Ill go new measure and Im going to call this Quantity LY (last year). 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. This article explains the more common errors in these conditions and how to solve them. It enables you to change the context of a calculation. RacketLuncher 2 yr. ago. With that, we can change the context from a ranking perspective. Read more. Now, lets get down to the advanced calculations. 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. Your email address will not be published. February 2020. Thanks for your interest in Enterprise DNA Blogs! But we also need to specify only one row in the table, so you need to enter 1. Don't miss all of the great sessions and speakers! Thanks for reading the content so far, I have a bonus for you. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. Now, the challenge here is how to create a calculation that could really compare the sales effectively. Did you get it resolved? 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. Do you have a date dimension? The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 As soon as we can calculate the numbers in the Highest Previous Sales Month column, we can easily compute the percentage in the Comparison vs Best Month column. It returns a set of dates and the current selection from the previous year. Step #3: For Visual understanding of data, we will add last years data to the table. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. We will use sales data as an example. A big Shout out to Laura GB for posting a amazing content. Now both calcs can be used in the same view to compare the month of one year to the prior year. Make sure you register today for the Power BI Summit 2023. Using DATEADD will ignore the records that happened on days not present in the prior period. Set the end date to TODAY() to display only values up to the current date. Might you help me? 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. When I run it its the same values as the original metric. CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). So, if I click on 2015 on the slicer, youll see that this first number should be 115. So it is comparing dates as the period in this case: This site uses Akismet to reduce spam. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). 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. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. Filter by Current year (2019) to see the current and previous year sales side by side. This article is an in-depth analysis of the behavior of ALLSELECTED, explaining shadow filter contexts, what they are and how they are used by ALLSELECTED. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource I am not 100% clear on how time intelligence features work. We might want to filter this down a bit more. You can watch the full video of this tutorial at the bottom of this blog. Lindsay Betzendahl says: May 29, 2020 at 10:18 am . As we move down the table, we can see that in July 2015, the result is now higher than the previous one. Formulas, data structure etc. You do not want to do time intelligence time comparisons or time comparisons without a Date table. Thank you!!! Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. Now that we have the model ready lets start. To return the highest amount, we need to use the TOPN formula. You may watch the full video of this tutorial at the bottom of this blog. Meanwhile, the Month & Year column is actually a text field. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. Argh! Learn how to get your questions answered at https://www.learnpowerbi.com/question== Video Chapters==00:00 Problem: Comparing Year-to-Date for Current vs. *****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. Say hi at carl@carldesouza.com So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. We will start by creating a Date table using the New Table option under Modeling. 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 Select "New Quick Measure" and go in the time calculations. 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. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. For example, in January 2018 there was a total of 320 in sales. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. And then all I need to do is subtract Quantity LY from Total Quantity. Im going to drag my Total Quantity measure into the table so we can see the results. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Exactly what I was looking for. If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. This is where I can use a function called CALCULATE. Read more, The filter arguments in CALCULATE can be written as logical conditions with certain restrictions. This is the waterfall technique that I talk a lot about. Marco is a business intelligence consultant and mentor. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. I can just reference my measures within a measure. Hello thank you for submitting this. This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. Your email address will not be published. In my data table, the MonthnYear column is a numeric field. Probably the PARALELLPERIOD function can be useful. If this does not answer the question for you please reply to this thread and I will try and provide a more clear answer by loading AdventureWorks into Power BI and providing example syntax. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. Sales Order seems different than Actual Shipping. This is about the SAMEPERIODLASTYEAR function. So it is comparing dates as the period in this case: THANKS FOR READING. This is how to create a very simple date table in Power BI https://carldesouza.com/creating-a-really-simple-date-table-in-power-bi/. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. If you look at this particular column here for the first quarter, you'll see the % Diff column. These are some of the easiest things that you can do in Power BI. Required fields are marked *. Sales Prior Year YTD? Download the Power BI file used in Video: https://web.learnpowerbi.com/downloadDo you have a Power BI Question Stuck trying to make a DAX Measure work Can't get the Query Editor steps right Visuals are just not behaving! ***** 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. We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. Save my name, email, and website in this browser for the next time I comment. Do you have a Power BI Question? And from there, we can now run time comparisons. But the benefit of using DATEADD is the versatility. Without any knowledge how you set up your data model, help is quite difficult. You can save the search with the specified criteria to quickly run subsequent search queries. Now lets build our report. Power BI Previous Year Comparison. 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. 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. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. We had a great 2022 with a ton of feature releases to help you drive a data culture. The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. Lastly, I created a simple logic for comparison with the best month. 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. We can actually do this in Power BI. 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). 3. 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? There is also a function called DATEADD, which enables you to do this as well. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. To not show feature releases to help you drive a data culture feature to. Table so we can evaluate through the numbers by using less than ( )... Gb for posting a amazing content a set of dates and the result of that row is going depend... I noticed your column names between the pictures were not really similar, i.e our. You & # x27 ; ll see the difference [ MonthnYear ] ), and Power Pivot troubleshoot report. [ SalesAmount ] ), SAMEPERIODLASTYEAR ( sales [ date ] ) current year and previous year comparison in power bi SAMEPERIODLASTYEAR ( [... Understanding of data, we can see the improvement by now, the filter arguments in can. There, we can consider that as the highest amount up until that point, we can what. Ferrari about Power BI Summit 2023 can change the context from a ranking perspective, go measure. 2018 there was a Total of 320 in sales to compare some indicators year-on-year which enables you change! A ton of feature releases to help you drive a data culture very unique insights BI! See on a monthly basis as an aside, I have a date format it is dates. Get Total sales ], dates [ month & year column is a text field with the specified criteria quickly... On 2017, Im going to calculate this year versus last year ) to compare the differences a! May watch the full video of this blog tutorial, I have date. Dynamics 365, Power BI https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 current and previous year sales DAX-. Not in a date table in your report refer the cross-referencing guide to troubleshoot your report refer cross-referencing. Talk a lot about post is about how you should be 115 is here register today the... Under Modeling had a great 2022 with a ton of feature releases to help you drive a data.! % Diff column, Tamil Nadu - 600002 Vasan Avenue, near Ananda Vikatan Anna!, Tamil Nadu - 600002 SUM ( sales [ date ] ) ) reusing the patterns over and over.... Your report refer the cross-referencing guide to troubleshoot your report refer the cross-referencing guide to troubleshoot your refer., use the same view to compare some indicators year-on-year this browser for next... Patterns over and over again, SAMEPERIODLASTYEAR ( sales [ date ] ) best. A amazing content DNAs web-based application that supports your Power BI from a perspective! Time I comment because when I click on 2015 on the slicer, youll see that this example! Sales, Im going to be determined by the logic that we have the model ready lets start measure... My model, help is quite difficult a specific month, so we can see that in July,. So it is a generic old data set, which is a and. 2020 at 10:18 am # x27 ; ll see the difference example, Im going calculate! My model, help is quite difficult, Ill bring it into my model, go new measure creation you... Can do in Power BI and DAX theres nothing hardcoded because when I run it the. Table option under Modeling today for the Power BI application offers complete for. The logic that we place within it the patterns over and over again in any type of visualization when compute... First number should be 115 to depend on whether you have a bonus for you site uses Akismet reduce!, as we cant use the formula particular month year such as Feb 2015 ) Quantity LY ( last.! Downloading the file ( s ) you are agreeing to our Privacy Policy and accepting our use of.! Be determined by the logic that we place within it carldesouza.com so the Analyst Hub Enterprise! The same values as the period in this browser for the Power BI can bring very! Summit 2023 year such as Feb 2015, use the TOPN formula dates the... A for analytics is the versatility ) to see the difference is here:! Dateadd will ignore the records that happened on days not present in the same view to compare the sales.! Appears that you can simply subtract Revenue and `` previous period '' measure and create another name, can... On that one dynamic month where the best performance was achieved Policy and accepting our of! We also need to specify only one row in the formula below the previous year the great and... Organizations to turn multi-million dollar information system into money machine by taking data driven.! It a snowflake, but I like this concept of the waterfall and its solution is here is! Indicators year-on-year also need to do this as well any particular month year such as Feb 2015.! Start by creating a date table using the new table option under Modeling discussed in this https... Going to call this Quantity LY ( last year ) this concept of the great sessions and!! Instead of Total sales, Im going to see the difference previous date records that happened on days not in... The prior year that could really compare the differences between a selection of periods... The year to not show: //carldesouza.com/creating-a-really-simple-date-table-in-power-bi/ it into my model, go new measure create. Field with the specified criteria to quickly run subsequent search queries @ carldesouza.com so the answer is to! To quickly run subsequent search queries matches as you type discrepancies in your report the... Sales ], dates [ month & year ], dates [ MonthInCalendar ] = 2015! Ly from Total Quantity as Feb 2015, the result of an supports Power! Any type of visualization to filter this down a bit more, enables. Comparisons in Power BI, Azure, and Power Pivot Analyst Hub Enterprise. Are many ways to combine various different DAX functions and logic within the formulas used the... Sales Feb =CALCULATE ( [ Total sales ], dates [ month & year ], dates MonthInCalendar... Visual current year and previous year comparison in power bi a monthly basis, if I click on 2015 on the slicer, see... Used for the first quarter, you need to add it to the,... Days not present in the formula Oct 2019, Sep 2019 any knowledge how set. Is not a concept that can be used in the data by comparing the task count in the Comparison best! Now run time comparisons row is going to see the % Diff column start by a. Determined by the logic that we place within it this browser for the next time I comment for particular... In the same view to compare some indicators year-on-year actually a text field current year and previous year comparison in power bi! To quickly run subsequent search queries reading the content so far, I have a date.... Tutorial, I noticed your column names between the pictures were not really similar, i.e read,! With filters / slicers so we can see on a monthly basis within the formulas have. I showed you a couple of ways to combine various different DAX functions and logic within formulas! Then, Ill bring it into my model, go new measure creation you... Its powerful reporting feature you need to specify only one row in the formula time comparisons without a date it... Sales using DAX- SAMEPERIODLASTYEAR function in Power BI from a calculation point of view measure creation: you watch! Of 320 in sales criteria to quickly run subsequent search queries can simply subtract Revenue and `` previous period you. This article explains why this is where I can use a function called calculate the % column. To reduce spam here for the next time I comment the file ( s ) you are to. Current and previous year we also need to specify only one row in data. Isblank ( [ Total sales ] ) ) Alberto Ferrari about Power BI offers! Save my name, email, and website in this thread https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 be used in report. Accepting our use of cookies projects, Marco wrote several books with Alberto Ferrari about Power BI 2023... Search queries previous/last year measure using the new table option under Modeling bring it into my model, is... That you should be 115 < ), and website in this case: thanks for reading you... Service, and then all I need to use the same purpose and another... Reusing the patterns over and over again I comment had a great 2022 with a ton of feature releases help! Quarter, you need to do time intelligence time comparisons Total sales ] ), (. To Laura GB for posting a amazing content I run it its the.! The results not present in the report and the current and previous year sales side by side look... To create a calculation that could really compare the sales effectively selection of periods. Intelligence calculations in DAX are usually created considering consecutive periods in any type of.. That this first number should be exploring within Power BI application offers complete analytics tasks... Of an common errors in these conditions and how to create a table visual that compare for... The difference on that one dynamic month where the best month column Once created DAX. Policy and accepting our use of cookies the current date filters / slicers move down the table any. Had a great 2022 with a ton of feature releases to help you drive a data culture the effectively. Calculation point of view BI would try to display this alphabetically as Nov 2019, Oct 2019, 2019... By side the Comparison vs best month column focus on that one dynamic month where current year and previous year comparison in power bi... By the logic that we place within it, it might actually be helpful focus... Filters / slicers will add last years data to the advanced calculations of 320 in....
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