SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. Your email address will not be published. maybe it was the first year of business), we may want to exclude it. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. 3. What's happening is that your filter on the year is also making the previous year data unavailable. Dynamically Compare Current Totals To Last Years Totals Conclusion Sometimes, it's not only worthwhile to analyze historic months, quarters, or years. Your Date table is absolutely key here. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. How to . If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. Thus, it can either show the percentage difference for vs Budget or vs Last Year. 'Date' [Date] <= LastSaleDatePY. 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. Now, the result of that row is going to be determined by the logic that we place within it. We might want to filter this down a bit more. 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. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. 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. But the benefit of using DATEADD is the versatility. This is the waterfall technique that I talk a lot about. As an aside, I noticed your column names between the pictures were not really similar, i.e. To provide feedback on this solution, please. Some Questions Related to Data Verification in Power BI reports The main goal of this article is to describe how to write the Sales PM measure of this example. 2. 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. I am not 100% clear on how time intelligence features work. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. 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? However, the previous month in the visualization is not necessarily the previous month in the calendar. Select "New Quick Measure" and go in the time calculations. 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). CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). 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? 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 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. Save my name, email, and website in this browser for the next time I comment. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. It appears that you may have set the Subtotal value for the year to not show. Thanks for your interest in Enterprise DNA Blogs! The second most common are unmapped statuses. In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = These are the first things that you should be exploring within Power BI from a calculation point of view. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. 2004-2023 SQLBI. Need more help? 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. Now, lets get down to the advanced calculations. RacketLuncher 2 yr. ago. 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 Data Pears Power BI Report performance best practices Help Status Writers Blog Careers Privacy Terms About The following link looks very helpful to me. 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. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). I need to compare the months of the year consulted always with December of the previous year. And remember, you can also change the context within here. FILTER ( Jan 2019: 100 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. We can actually do this in Power BI. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) More about this problem and its solution is here. Power BI: Year to Date Comparison for Current vs. Have a look here for more info on how to use PREVIOUSYEAR() with CALCULATE: DAX Function Reference: PREVIOUSYEAR Function (DAX). Marco is a business intelligence consultant and mentor. This is called measure branching. We should redefine the concept of previous month as previous month in the selection made outside of the matrix. (This year current month vs previous year same month) Like Like. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource Check your Visualization properties. 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. Filter slicers without using bidirectional filters in Power BI, Apply AND Logic to Multiple Selection in DAX Slicer, Customizing date and time intelligence templates in Bravo for Power BI, Solving errors in CALCULATE filter arguments. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. Say hi at [email protected] Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. 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. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. Now that I have this, I can quickly calculate my last years quantity. I am filter sales out for 2015 and the "PreviousYearSales" come out blank?! 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. Good question. 1. Visit our online support to submit a case. And then just like that, I have this new Quantity Last Year calculation, which is basically going to return exactly the same number. Reply. Can the same be accomplished when using a Multidimensional OLAP Cube? Hi Carl More about this problem and its solution is here. As can be seen from its long name, we can use it to compare some indicators year-on-year. Jan 2017: 300, Thank you for your explanation, this is help full for me, this was great how would you dynamically rename the measures? Required fields are marked *. Same syntax as DATEADD without the nasty side effect. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. This would be very helpful because it feels that this part of the guide was omitted. dax = calculate(sum(internetsales usd [s Can some one sum up the logic on how this works? The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. So the answer is going to depend on whether you have a date table in your model or not. After that, the report will automatically compare the data between actuals and current budget. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. Evaluates an expression in a context modified by filters. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. The most common are transient issues that fix themselves during the next refresh. 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. 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. If you look at this particular column here for the first quarter, you'll see the % Diff column. *****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. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. Question. This displays the total of all sales based on the context: Now lets use SAMEPERIODLASTYEAR to create a measure for the total sales this year: If we swapped the day for YEAR-MONTH, we can see we are now comparing the YEAR-MONTH periods. So thats our highest previous sales month. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. For comparing always with Previous Dec, try below measure. 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. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. 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. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. Your email address will not be published. Formulas, data structure etc. But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. Set the end date to TODAY() to display only values up to the current date. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. 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. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. Now lets build our report. 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. By: Kenneth A. Omorodion | Updated: 2022-02-07 . Thank you for this wonderful post. 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. This site uses Akismet to reduce spam. Make sure you register today for the Power BI Summit 2023. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. I prefer DATEADD because it is more versatile. ***** 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. I want to compare current year's sales vs last year's sales. 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. But because its within a filter, were going to rate through every single month and year to create a dynamic table. Do you have a Power BI Question? 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. We had a great 2022 with a ton of feature releases to help you drive a data culture. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. 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). ). Ill go new measure and Im going to call this Quantity LY (last year). With that, we can change the context from a ranking perspective. It returns a set of dates and the current selection from the previous year. In my data table, the MonthnYear column is a numeric field. Dates[Month & Year] = DecPrevYear) This article explains the more common errors in these conditions and how to solve them. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. Firstly, click vs Budget. To finish off our TOPN formula, we need to rank every month within the virtual table based on a particular measure. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. 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. You can save all your patterns there and bring them into your model. This is about the SAMEPERIODLASTYEAR function. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? Hello thank you for submitting this. This will return Feb 2015 Sales even for Month where there was no sales. Calculate Values for the Same Fiscal Week in a Previous Fiscal Year with Power BI and DAX. 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. 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. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. Instead, use PARALLELPERIOD(). 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. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. We have created with solution based on our standpoint and structure of data. We will use the sample data from here and connect as in the example. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) We had a great 2022 with a ton of feature releases to help you drive a data culture. Using DATEADD will ignore the records that happened on days not present in the prior period. ***** Learning Power BI? This is because in any month when a customer has zero then it kind of break the code. When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. ***** Learning Power BI? 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. Very helpful Carla! 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. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. Meanwhile, the Month & Year column is actually a text field. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. And then all I need to do is subtract Quantity LY from Total Quantity. 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. You may need to do some data transformation before writing the DAX Measure. 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. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. | Please feel free to ask any other query related to this Blog Post. I believe you might have better luck with DATEADD, -1, year) intead of previous year. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. 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. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. Now, the challenge here is how to create a calculation that could really compare the sales effectively. Hello! In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. Here in this table, you can see what should be our end product. It is a great technique to really get ahead of your business. Thank you! The formula returns the corresponding month and year index. This is the calculation that worked for me. RETURN You can watch the full video of this tutorial at the bottom of this blog. Is the relationship to your fact table set up correctly? 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. It does exactly what it says. Copy Conventions # 2. CALCULATE ( Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. Check more details in the attached file. 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 PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). 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. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. BEFORE YOU LEAVE, I NEED YOUR HELP. It does exactly what it says. Year Month Sort, YEAR(YourDate) & FORMAT(YourDate, mm), I would like to put the 3 years date below in one row, I can only get for the last year but I cannot make for 2 years before (2019 vs 2017) 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). 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/. There is also a function called DATEADD, which enables you to do this as well. IF ( Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. Your feedback about this article will help us make it better. Can you please clarify what Year Month and Year Month Sort fields are? 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. So in this data set, which is a generic old data set, I can see the difference. Instead of Total Sales, Im going to place Total Quantity. 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. 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). Similar to the picture below, Step #2: Lets create a DAX measure for Last year sales data. Step #1: It's always good to have a simple data to view the data before creating measure, use other visualizations. How to do it? 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. 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. View all posts by Sam McKay, CFA. 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. See below. In that case, the previous element in a visualization might not correspond to the previous element in the data model. 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. Learn how your comment data is processed. Im going to show you a couple of techniques that you can utilize for time comparisons like this. Thanks for reading the content so far, I have a bonus for you. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. ALL ( Dates[Month & Year], Dates[MonthnYear] ), Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. Then, it returns the highest number which is 1,024,700. Lastly, I created a simple logic for comparison with the best month. Please mark Accept as Solution if your question is answered. Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. I have a "Years" that has the year, year beginning date & year end date. 000242355/How-do-I-access-Power-BI-and-view-the-Year-Over-Year-Comparison-Report-in-CCH-Axcess-Workflow. VAR DecPrevYear = Dec & ( CurrYear 1 ) We have a lot of content about this function on Enterprise DNA, so definitely check them out. Read more. The only things that are required, as far as I know, are data with a date, a Dates or Calendar table with no missing dates, and a data model that joins these two. Inside there is a range of different apps and Ive already embedded my DATEADD formula pattern in here. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. And so from that, I can say Quantity Diff YoY (difference year on year). ISBLANK ( [Total Sales] ), Add a Comment. Read more, ALLSELECTED is a powerful function that can hide several traps. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Finally, it checks whether the current date is earlier than the last date in the previous year. Just make sure that there is historical data on the matching date last 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? We are going to create this table comparing year-on-year results. Thanks. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. [Total Sales], Power BI Previous Year Comparison. I'll start with a regular matrix that shows the sales by year. RETURN. 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. Get BI news and original content in your inbox every 2 weeks! You may watch the full video of this tutorial at the bottom of this blog. 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. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. Probably the PARALELLPERIOD function can be useful. 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. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. For instance, in the first year you only have records on 200 days and the current you have records on 260 days. Im Carl de Souza, a software developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. 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. In the table, the first result we have under the Highest Previous Sales Month column is in February. It is part of the date table. You can watch the full video of this tutorial at the bottom of this blog. Top 10 Data Visualizations of 2022 Worth Looking at! The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. But we also need to specify only one row in the table, so you need to enter 1. 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). You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. First, just lets just do a quick recap of how you should set up your models. This is the most important function in the DAX formula language. Learn how your comment data is processed. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. Be carefull with DATEADD! 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. When I run it its the same values as the original metric. View all posts by Sam McKay, CFA. Its just reusing the patterns over and over again. 5. Lets remove it by filtering the visual, and change the chart to a Line and Clustered Column Chart, which can also easily allow us to compare periods: Note using SAMEPERIODLASTYEAR is similar to using DATEADD, e.g. Do you have a date dimension? We can efficiently complete these calculations using Power BI to compare current sales to the previous best month. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. 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. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. Might you help me? The % Diff column is a dynamic number. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. You can save the search with the specified criteria to quickly run subsequent search queries. To ensure that the Tasks in the Year Over Year Comparison report are consistent with the data in your Workflow Account. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) I . We can actually work out the difference of this year versus last year. 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. Wonderful post! This is where I can use a function called CALCULATE. 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. Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). Personally, I love how powerful this analysis is in Power BI. NO PROBLEM, How to clear sort by column on power bi desktop Visual, Set the start date to go back one year before the current date. Your email address will not be published. And as soon as I heard it, I thought wow! For example, in January 2018 there was a total of 320 in sales. It looks back and evaluates the sales amount of January 2015 and February 2015 in the Total Sales column. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Once we validate the data. 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. So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. 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. Is the table marked as date table? Step #3: For Visual understanding of data, we will add last years data to the table. Make sure you register today for the Power BI Summit 2023. 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. 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. Instead of sales, Im going to create another core measure, which is Total Quantity. This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. ***** 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. Marco is a business intelligence consultant and mentor. % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). is your dates column (Years[EndofYear]) in your date dimension? 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. Read more, The filter arguments in CALCULATE can be written as logical conditions with certain restrictions. By continuing to browse this site you are agreeing to our use of cookies. 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. In the example we are considering, the selection made on the slicer shows just a few months. Once connected, create a simple date table that holds dates between the year ranges. This data holds 3 years of Orders data. 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. It returns a set of dates and the current selection from the previous year. It will only compare similar days between the two periods. However, sometimes, you don't yet have the full year, especially for the current year. As can be seen from its long name, we can use it to compare some indicators year-on-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. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. Select "Year over Year". As we can see by now, using DAX calculations in Power BI can bring about very unique insights. You may watch the full video of this tutorial at the bottom of this blog. I have simalar issue if you can help me with this. 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. First, lets connect to our data from Power BI Desktop. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). 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. In my DB, we have holes on certain dates, so I can't use such a measure. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. 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). Such a consistency check confirms that the Year Over Year Comparison report is accurate and up-to-date. 9 comments. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. 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. Your email address will not be published. You do not want to do time intelligence time comparisons or time comparisons without a Date table. And we can turn that into a visualization quite easily now I can get the quantity difference on a daily basis. 4. 1. However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. Thank you!!! This is a very useful analysis . Additionally, we can learn to effectively use CALCULATE and FILTER functions together. ALLSELECTED ( [] [, [, [, ] ] ] ). Don't miss all of the great sessions and speakers! Exactly what I was looking for. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. And from there, we can now run time comparisons. 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. 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. Let's just dig a little bit deeper into the behaviour of these functions. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. Jan 2018: 110 As we move down the table, we can see that in July 2015, the result is now higher than the previous one. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Now that we have the model ready lets start. 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! We will use sales data as an example. First, a simple view of our data. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. This is about the SAMEPERIODLASTYEAR function. That is because between the previous months up until July 2015, the highest total sales was 1,049,952. Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. BLANK (), Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. There was nothing done in 2014. The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. Create a table visual that compare sales for 2018 and 2019. This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. Save my name, email, and website in this browser for the next time I comment. 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')). Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. I have a "Years" that has the year, year beginning date & year end date. Best. These are some of the easiest things that you can do in Power BI. It enables you to change the context of a calculation. Returns all the rows in a table, or all the values in a column, ignoring any filters that might have been applied inside the query, but keeping filters that come from outside. 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. Don't miss all of the great sessions and speakers! How to Get Your Question Answered Quickly. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. To return the highest amount, we need to use the TOPN formula. Im going to call this Quantity Last Year. I am not 100% clear on how time intelligence features work. What if I want to display current vs prior year number by LOB? Theres nothing hardcoded because when I click on 2017, Im going to see the difference. This measure will compare last years period to the current period. Without any knowledge how you set up your data model, help is quite difficult. Sales Order seems different than Actual Shipping. Wolters Kluwer TAA Support Site Terms of Use. We will start by creating a Date table using the New Table option under Modeling. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. I want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. We will start by creating a Date table using the "New Table" option under Modeling. A designer bases a KPI visual on a specific measure. 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. Have you struggled with comparing Last Year and Current Year sales data in Power BI? 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. Filter by Current year (2019) to see the current and previous year sales side by side. You have to have a good Date table. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 This site uses cookies. Subtract the Highest Previous Sales Mth from our Total Sales and then divide the difference by the Highest Previous Sales Mth. I also recommend that you use the Analyst Hub. A for Analytics is working super hard to provide detailed information about the problem in blog and video. 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. I beleive I need the previous year to still be exposed while still allowing for the visualization to "slice" on the year but not filter on the year so that previous year data can be calcualted. That's the simplest way. Im going to sum up the quantity column, which is in my Sales table. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. This site uses Akismet to reduce spam. Kudos gladly accepted.
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