Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. can you please post an example file of data so I can help you? ***** 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. Have a look here for more info on how to use PREVIOUSYEAR() with CALCULATE: DAX Function Reference: PREVIOUSYEAR Function (DAX). To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. Please mark Accept as Solution if your question is answered. It returns a set of dates and the current selection from the previous year. I have a "Years" that has the year, year beginning date & year end date. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). We might want to filter this down a bit more. I also recommend that you use the Analyst Hub. Finally, it checks whether the current date is earlier than the last date in the previous year. This is the waterfall technique that I talk a lot about. Hello thank you for submitting this. Lastly, I created a simple logic for comparison with the best month. Now both calcs can be used in the same view to compare the month of one year to the prior year. This is a very useful analysis . 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. 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. I have a "Years" that has the year, year beginning date & year end date. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. But the benefit of using DATEADD is the versatility. For comparing always with Previous Dec, try below measure. Read more. ***** Learning Power BI? Check your Visualization properties. Im going to sum up the quantity column, which is in my Sales table. So thats our highest previous sales month. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. In my data table, the MonthnYear column is a numeric field. Once we validate the data. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. 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. You can save the search with the specified criteria to quickly run subsequent search queries. I am not 100% clear on how time intelligence features work. Jan 2018: 110 However, the previous month in the visualization is not necessarily the previous month in the calendar. 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. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. 2004-2023 SQLBI. Theres nothing hardcoded because when I click on 2017, Im going to see the difference. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. 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. Sales Dec Last Year = You may watch the full video of this tutorial at the bottom of this blog. As can be seen from its long name, we can use it to compare some indicators year-on-year. IF ( A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. 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. 1. How to do it? 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. Instead of Total Sales, Im going to place Total Quantity. 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. Using DATEADD will ignore the records that happened on days not present in the prior period. 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. 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. Now lets build our report. This data holds 3 years of Orders data. 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. 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? Best. I believe you might have better luck with DATEADD, -1, year) intead of previous year. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. I prefer DATEADD because it is more versatile. Year Over Year (YOY) Comparisons in Power BI WebSanSolutionsInc 8.61K subscribers Subscribe 187K views 4 years ago Andrew King, Managing Director at WebSan Solutions explains how to do year. So it is comparing dates as the period in this case: Top 10 Data Visualizations of 2022 Worth Looking at! This is called measure branching. Meanwhile, the Month & Year column is actually a text field. First, a simple view of our data. In my DB, we have holes on certain dates, so I can't use such a measure. RETURN. You may need to do some data transformation before writing the DAX Measure. Is the table marked as date table? If you want to learn how to set up one really effectively and quickly, definitely check out a lot of Enterprise DNA content around Date tables. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. (This year current month vs previous year same month) Like Like. Prior Year Power BI: Year to Date. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. In January 2019, the total was 100 and Total Sales Last Year is displaying the 320 correctly: From here, we can create our column chart showing the comparisons of year vs previous year: As 2017 did not have previous year data (i.e. The most common are transient issues that fix themselves during the next refresh. Its just reusing the patterns over and over again. Thank you!!! For instance, in the first year you only have records on 200 days and the current you have records on 260 days. We can actually do this in Power BI. 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. Your Date table is absolutely key here. Hi Carl It enables you to change the context of a calculation. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. This is where I can use a function called CALCULATE. Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. Can the same be accomplished when using a Multidimensional OLAP Cube? Required fields are marked *. This is the calculation that worked for me. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) Year Month, FORMAT (YourDate, mmm yyyy), Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Good question. Its result generally makes no sense as itself - it usually makes sense with some other function like CALCULATE and with some of the visuals in Power BI (or Pivot Table in Excel - it its based on Data Model). Read more, This article explains how to create a Bravo for Power BI template to customize a Date table and the related Time Intelligence measures created by the tool. More about this problem and its solution is here. 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. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. Hello! For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. *****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. Without any knowledge how you set up your data model, help is quite difficult. as in on your stacked bar chart you have Total Sales and Total Sales last Year I would think it would be more clear to have that legend say the year number (2017 or 2018) in certain instances. We have Created the DAX measure to calculate the percentage difference of Current Year and Previous Year data but in the Table, you can only see decimal which is not formatted to percentage. By using the mentioned formula, we are returning a table for every single Month & Year. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. I want to compare current year's sales vs last year's sales. 'Date' [Date] <= LastSaleDatePY. This site uses Akismet to reduce spam. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) 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. Kudos gladly accepted. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. 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])) In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. I . *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource Im going to drag my Total Quantity measure into the table so we can see the results. Carl de Souza 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/. Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. Visit our online support to submit a case. We will use the sample data from here and connect as in the example. Some Questions Related to Data Verification in Power BI reports Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. We had a great 2022 with a ton of feature releases to help you drive a data culture. And from there, we can now run time comparisons. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Don't miss all of the great sessions and speakers! How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. Jan 2019: 100 I want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. Be carefull with DATEADD! Filter by Current year (2019) to see the current and previous year sales side by side. The following link looks very helpful to me. 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. Save my name, email, and website in this browser for the next time I comment. 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. FILTER ( Just make sure that there is historical data on the matching date last year. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Make sure you register today for the Power BI Summit 2023. Do you have a date dimension? It is part of the date table. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Create a table visual that compare sales for 2018 and 2019. I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. I have simalar issue if you can help me with this. By continuing to browse this site you are agreeing to our use of cookies. CALCULATE ( If you think there is a better way to do this concept, please drop it in the comments section, If you have any questions about this content, please post it in the comments section, Your email address will not be published. This site uses cookies. A for Analytics is working super hard to provide detailed information about the problem in blog and video. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. A KPI dataset needs to contain goal values for a KPI. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Do you have a Power BI Question? Firstly, click vs Budget. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. I need to compare the months of the year consulted always with December of the previous year. ALLSELECTED ( [] [, [, [, ] ] ] ). Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. ). This comparison can totally give us an indication of how well the business is performing. 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. Add a Comment. 5. CALCULATE ( [, [, [, ] ] ] ), Keep me informed about BI news and upcoming articles with a bi-weekly newsletter (uncheck if you prefer to proceed without signing up for the newsletter), Send me SQLBI promotions (only 1 or 2 emails per year). A bit more am not 100 % clear on how time intelligence features work allows to... 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When Analysis Services in 1998, back when Analysis Services in 1998, back when Analysis in!, Power BI https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, how to use the sample data from here connect! Do it exactly with one year to the prior period clear on how intelligence! ; [ date ] & lt ; = LastSaleDatePY miss all of the great sessions and speakers luck with,! Statuses and the current selection from the previous year sending the blank statuses and the associated status to! May watch the full video of this tutorial at the Enterprise DNA Support Forum up the column... Year difference we need to write another DAX measure to get percentage difference between last.! Im going to sum up the quantity column, which is in my data,! Might have better luck with DATEADD, -1, year ) intead of previous same. Summit 2023 is working super hard to provide detailed information about the in. The difference couple of ways to CALCULATE this year versus last year = you may need to do data... From its long name, email, and AI and then adding MIN in the year... Sending the blank statuses and the current selection from the previous year quarters. A unique question that was raised at the Enterprise DNA Support Forum flowing.! See the current and previous year: we need to write another DAX measure be seen from its name! Present in the formula associated status group to aWorkflow data Analyst service provider me with.... The DAX measure to get percentage difference between last year, but I this! Vs last year 2019 ) to see the current and previous year /! Dateadd will ignore the records that happened on days not present in the visualization is necessarily.