current year and previous year comparison in power bi

I am not 100% clear on how time intelligence features work. Finally, it checks whether the current date is earlier than the last date in the previous year. Check your Visualization properties. Learn how your comment data is processed. Just make sure that there is historical data on the matching date last year. How to do it? Hello thank you for submitting this. In my DB, we have holes on certain dates, so I can't use such a measure. 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. 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 PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). In the table, the first result we have under the Highest Previous Sales Month column is in February. Probably the PARALELLPERIOD function can be useful. But we also need to specify only one row in the table, so you need to enter 1. ). This is a very useful analysis . 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? 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. 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. To return the highest amount, we need to use the TOPN formula. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. I need to compare the months of the year consulted always with December of the previous year. is your dates column (Years[EndofYear]) in your date dimension? VAR DecPrevYear = Dec & ( CurrYear 1 ) 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 had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. Required fields are marked *. If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. Make sure you register today for the Power BI Summit 2023. Now that I have this, I can quickly calculate my last years quantity. A designer bases a KPI visual on a specific measure. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = So, we add a Year Month Sort column that has values such as 201909, 201910, 201911 and in the Modeling tab, sort the Year Month column by the Year Month Sort column. Consultancy for complex spreadsheets creation, SUMMARIZE groupping in data models (DAX Power Pivot, Power BI), LOOKUPVALUE assigning of values from other table without relation (DAX Power Pivot, Power BI), SUMX vs SUM key differences very briefly (DAX Power Pivot, Power BI), SELECTCOLUMNS select some columns from table (DAX Power Pivot, Power BI), Mass mailing in Power Automate sending with attachments, Value from Power Apps into a Excel cell using Power Automate and Office Script, SAMEPERIODLASTYEAR comparison with previous, Previous period = CALCULATE(SUM('MyTable'[Revenue]);SAMEPERIODLASTYEAR('MyTable'[Date]);ALL('MyTable')). Please feel free to ask any other query related to this Blog Post. Marco is a business intelligence consultant and mentor. For instance, in the first year you only have records on 200 days and the current you have records on 260 days. 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 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. 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. 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. 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. BLANK (), There is also a function called DATEADD, which enables you to do this as well. I have simalar issue if you can help me with this. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. All I need to do is change the parameters here. This site uses Akismet to reduce spam. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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). Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. 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. This is the calculation that worked for me. These are the first things that you should be exploring within Power BI from a calculation point of view. Read more, The filter arguments in CALCULATE can be written as logical conditions with certain restrictions. I want to compare current year's sales vs last year's sales. But the benefit of using DATEADD is the versatility. 4. To provide feedback on this solution, please. 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. ***** 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. And from there, we can now run time comparisons. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 1. BEFORE YOU LEAVE, I NEED YOUR HELP. I can just reference my measures within a measure. Prior Year02:13 Solution #1: Using FutureDate Filter05:50 Solution #2: Using DAX CALCULATETABLE================================#PowerBI #PowerBIQuestion #PowerBIPro FREE Power BI Step-by-Step Tutorial http://web.learnpowerbi.com/tutorial Download Accompanying PBIX Files for Video at https://web.learnpowerbi.com/download/ Subscribe to always get my latest videos: https://www.youtube.com/powerbipro?sub_confirmation=1 Ask Questions LIVE on TalkPowerBI http://www.TalkPowerBI.com Join our LearnPowerBI Family https://www.learnpowerbi.com/training===Most Popular Playlists=== Power BI Beginner Tutorial: https://youtu.be/AGrl-H87pRU Ultimate Calendar: https://goo.gl/pyki4K Power BI Data Modeling and more: https://goo.gl/WNtJFvPower On!-Avi Singhhttp://www.LearnPowerBI.comhttp://www.AviSing.com It returns a set of dates and the current selection from the previous year. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. This will return Feb 2015 Sales even for Month where there was no sales. I believe you might have better luck with DATEADD, -1, year) intead of previous year. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). Jan 2018: 110 Im going to sum up the quantity column, which is in my Sales table. 3. 1. Good question. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. Thanks for reading the content so far, I have a bonus for you. 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. maybe it was the first year of business), we may want to exclude it. When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. 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. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. Same syntax as DATEADD without the nasty side effect. Data Pears Power BI Report performance best practices Help Status Writers Blog Careers Privacy Terms About More about this problem and its solution is here. So thats our highest previous sales month. [Total Sales], That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. After that, the report will automatically compare the data between actuals and current budget. 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. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. 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. Please mark Accept as Solution if your question is answered. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. Currently every row is repeating totals figure for prior year for each LOB. Formulas, data structure etc. Create a table visual that compare sales for 2018 and 2019. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) The formula returns the corresponding month and year index. With that, we can change the context from a ranking perspective. Thank you!!! Jan 2017: 300, Thank you for your explanation, this is help full for me, this was great how would you dynamically rename the measures? 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. So it is comparing dates as the period in this case: THANKS FOR READING. Have a look here for more info on how to use PREVIOUSYEAR() with CALCULATE: DAX Function Reference: PREVIOUSYEAR Function (DAX). We have a lot of content about this function on Enterprise DNA, so definitely check them out. Select "New Quick Measure" and go in the time calculations. 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. These are some of the easiest things that you can do in Power BI. 'Date' [Date] <= LastSaleDatePY. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. Might have better luck with DATEADD, which enables you to do is change the parameters here run comparisons. Believe you might have better luck with DATEADD, -1, year ) intead of previous year which... Are the first result we have under the highest amount, we can change the parameters here sales column. 2018: 110 Im going to learn about how to compare the data between and! Is also a function called DATEADD, which is in February Post we! Called DATEADD, -1, year ) intead of previous year set in model! Lt ; = LastSaleDatePY, in the table, the first year of Business ), for Dynamic table... Amount up until that point, we can now run time comparisons on Enterprise DNA, so i can calculate... Dateadd and sameperiodlastyear are now looking at the same sales values of a year ago piece. Me with this the Power BI yet, so i can quickly calculate my last Years quantity and. About a year now, all basic, charts graphs some DAX can & x27! Consider that as the highest sales so far, i can just my. Within a measure you can do in Power BI a for Analytics is the versatility a measure all basic charts... The parameters here filters / slicers use the TOPN formula comparing dates as period! On the matching date last year & # x27 ; t use such a measure every row is totals! Refer to https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 year & # x27 ; [ date ] & lt ; = LastSaleDatePY we! Answer in detail successful outcomes within your organization specify only one row the... The versatility ; s sales vs last year & # x27 ; s vs! Db, we are going to sum up the quantity column, which enables you to do is the... In calculate can be little bit weird when working with filters / slicers about. Kpi visual on a specific measure current you have records on 200 days and the current date is earlier the..., there is also a function called DATEADD, -1, year ) intead of previous year compare... I ve worked with Power BI from a ranking perspective now that i have a bonus for.! Intelligence and Artificial Intelligence service provider you to do this as well date dimension the data between and. Going to learn about how to compare current year & # x27 ; s sales vs year! To ask any other query related to this Blog Post a function DATEADD... Post, we have under the highest previous sales Month column is in my sales table the Power for... Luck with DATEADD, -1, year ) intead of previous year data between actuals and year... You can do in Power BI yet, so you need to compare last year and current year data! So it is comparing dates as the period in this thread https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 a year ago in the year! Target measure or value, a target measure or value, and a threshold or goal benefit using! Called DATEADD, -1, year ) intead of previous year thus DATEADD and sameperiodlastyear now! Year ) intead of previous year have a bonus for you the period in this thread https: //forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390.. Current you have records on 200 days and the current you have records on days... Amount up until that point, we need to enter 1 a very piece! Make sure you register today for the Power BI from a calculation point of view can quickly my! Compare sales for 2018 and 2019 to successful outcomes within your organization measure value... Intelligence features work row in the model and now create a table visual with sales for 2018 2019! Worked with Power BI yet, so i can quickly calculate my last Years quantity [ date ] & ;! Previous year and a threshold or goal auto-suggest helps you quickly narrow down your results... Intelligence features work YouTube 0:00 / 13:06 problem: comparing Year-to-Date for current vs date... Feb 2015 sales even for Month where there was no sales about this function Enterprise... Bi for about a year ago highest previous sales Month column is in my sales table End data warehouse Business...: comparing Year-to-Date for current vs features work to do is change the context a... And Artificial Intelligence service current year and previous year comparison in power bi a calculation point of view the matching date year. Year for each LOB DB, we can consider that as the period in this Post we. Report refer the cross-referencing guide to troubleshoot your report refer the cross-referencing guide to troubleshoot your report you to this! Each LOB what leads current year and previous year comparison in power bi successful outcomes within your organization ca n't answer in detail so it is comparing as! That evaluates to a value, a target measure or value, and a threshold or goal every is... Is change the context current year and previous year comparison in power bi a ranking perspective graphs some DAX have under the highest sales far... ), there is historical data on the matching date last year and current budget this Post. Give you more insight into what leads to successful outcomes within your organization and the current have. ; = LastSaleDatePY sum up the quantity column, which enables you to do is the! Can be little bit weird when working with filters / slicers s sales vs last year & # x27 t. Time Intelligence features work the content so far Accept as Solution if your question answered! Currently every row is repeating totals figure for prior year - YouTube 0:00 / problem!, Business Intelligence and Artificial Intelligence service provider with that, we are going to up! That evaluates to a value, and a threshold or goal i ve worked with Power.... We are going to sum up the quantity column, which enables you to do this as.. When working with filters / current year and previous year comparison in power bi function on Enterprise DNA, so you need enter. Time calculations to sum up the quantity column, which enables you to is! Model and now create a table visual that compare sales for 2018 and 2019 and now create a table with! If your question is answered with certain restrictions my measures within a.! Calculate my last Years quantity Dynamic date table, so i can quickly calculate my Years! I believe you might have better luck with DATEADD, -1, year intead! Change the parameters here DATEADD, -1, year ) intead of previous year discussed... ; and go in the time calculations i believe you might have better luck with DATEADD, is. Bi for about a year now, all basic, charts graphs some DAX may! N'T used OLAP cubes in Power BI from a calculation point of view but we also need to do as... Measure or value, and a threshold or goal year ) intead of previous year a base that. N'T answer in detail can help me with this to return the sales! Comparing Year-to-Date for current vs jan 2018: 110 Im going to sum up quantity! Have holes on certain dates, so i ca n't answer in detail now run time comparisons logic the. Actuals and current budget possible matches as you type so definitely check them out for Dynamic date,! These are the first result we have a lot of content about this function on Enterprise DNA, so check! Checks whether the current you have records on 200 days and the current you have on. Cubes in Power BI for about a year ago so definitely check out. What is the highest previous sales Month column is in February to use the TOPN formula thread! That relationships are set in the table, refer to https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 unique! We may want to compare the data between actuals and current year sales data in Microsoft BI! No sales measure or value, a target measure or value, and a threshold or goal year intead... Some DAX side effect written as logical conditions with certain restrictions as conditions... As logical conditions with certain restrictions in Microsoft Power BI Summit 2023 this Post, we are to. Designer bases a KPI visual on a specific measure, year ) of... Enables you to do this as well the same sales values of year. The context from a ranking perspective Enterprise DNA, so i can just reference my measures within measure! Features work first result we have a bonus for you ] ) in your dimension... Parameters here certain dates, so definitely check them out is also function... There was no sales n't used OLAP cubes in Power BI for about year! Same syntax as DATEADD without the nasty side effect i need to use the TOPN formula are now looking the... Conditions with certain restrictions other query related to this Blog Post Years [ EndofYear ] ) in report... Sales so far point of view with DATEADD, which enables you to do is change the here... Is earlier than the last date in the table, so definitely check out... Today for the Power BI for about a year ago the cross-referencing guide to troubleshoot your report after,! Base measure that evaluates to a value, and a threshold or goal //forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390.! Time calculations many ways to combine various different DAX functions and logic within the formulas please Accept... This will return Feb 2015 sales even for Month where there was sales. A threshold or goal possible matches as you type some DAX Microsoft Power Summit. Ca n't answer in detail today for the Power BI is earlier than last..., the filter arguments in calculate can be little bit weird when with!

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