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. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. 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. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. By using the mentioned formula, we are returning a table for every single Month & Year. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. 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. It returns a set of dates and the current selection from the previous year. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) 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). The second most common are unmapped statuses. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. View all posts by Sam McKay, CFA. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. By: Kenneth A. Omorodion | Updated: 2022-02-07 . I am not 100% clear on how time intelligence features work. 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. 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). It will only compare similar days between the two periods. 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. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Try to tweak your measures following below sample. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Power BI Previous Year Comparison. 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. Meanwhile, the Month & Year column is actually a text field. As can be seen from its long name, we can use it to compare some indicators year-on-year. 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. Knowing the current month of a cell in the visualization, the previous month is the maximum month number available in the filter context provided by ALLSELECTED excluding the current and following months. 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. Set the end date to TODAY() to display only values up to the current date. 5. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. 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. 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. First, lets connect to our data from Power BI Desktop. ***** Learning Power BI? 2004-2023 SQLBI. *****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. We can efficiently complete these calculations using Power BI to compare current sales to the previous best month. This is called measure branching. To enable the Analytics team to diagnose and resolve problems quickly and efficiently when a pre-check of the task count has already been performed. You do not want to do time intelligence time comparisons or time comparisons without a Date table. ISBLANK ( [Total Sales] ), Now, the challenge here is how to create a calculation that could really compare the sales effectively. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. BEFORE YOU LEAVE, I NEED YOUR HELP. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. We will use sales data as an example. That's the simplest way. Your email address will not be published. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. Calculate Values for the Same Fiscal Week in a Previous Fiscal Year with Power BI and DAX. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. We might want to filter this down a bit more. Don't miss all of the great sessions and speakers! As we can see by now, using DAX calculations in Power BI can bring about very unique insights. 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. Thus, it can either show the percentage difference for vs Budget or vs Last Year. View all posts by Sam McKay, CFA. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. Once we validate the data. Best. CALENDAR . Can some one sum up the logic on how this works? Top 10 Data Visualizations of 2022 Worth Looking at! Now that I have this, I can quickly calculate my last years quantity. This site uses Akismet to reduce spam. 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? As an aside, I noticed your column names between the pictures were not really similar, i.e. I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. However, sometimes, you don't yet have the full year, especially for the current year. Power BI: Year to Date Comparison for Current vs. 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. (This year current month vs previous year same month) Like Like. 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. Same syntax as DATEADD without the nasty side effect. Im going to call this Quantity Last Year. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) 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. 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. 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. I am filter sales out for 2015 and the "PreviousYearSales" come out blank?! RacketLuncher 2 yr. ago. It is part of the date table. But we also need to specify only one row in the table, so you need to enter 1. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. 9 comments. This is the most important function in the DAX formula language. In my data table, the MonthnYear column is a numeric field. 'Date' [Date] <= LastSaleDatePY. First, a simple view of our data. To return the highest amount, we need to use the TOPN formula. The % Diff column is a dynamic number. 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. 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. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. Thank you for this wonderful post. RETURN. Visit our online support to submit a case. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. 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). Using DATEADD will ignore the records that happened on days not present in the prior period. I'll start with a regular matrix that shows the sales by year. They are also some of the first examples that you should work through as youre learning how to operate DAX effectively, especially on the Power BI desktop. It enables you to change the context of a calculation. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Select "New Quick Measure" and go in the time calculations. Jan 2018: 110 What if I want to display current vs prior year number by LOB? Subtract the Highest Previous Sales Mth from our Total Sales and then divide the difference by the Highest Previous Sales Mth. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. It is a great technique to really get ahead of your business. Evaluates an expression in a context modified by filters. However, the previous month in the visualization is not necessarily the previous month in the calendar. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. You can watch the full video of this tutorial at the bottom of this blog. Get BI news and original content in your inbox every 2 weeks! It appears that you may have set the Subtotal value for the year to not show. Is the table marked as date table? 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. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. 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). That is because between the previous months up until July 2015, the highest total sales was 1,049,952. Step #1: It's always good to have a simple data to view the data before creating measure, use other visualizations. I have a "Years" that has the year, year beginning date & year end date. 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. 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. 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. 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. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. Also, please post your function and full screenshot of the report page so that we can get a better idea of what you are working with. In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. Sales Order seems different than Actual Shipping. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. 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. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). 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. Thanks for your interest in Enterprise DNA Blogs! Hello thank you for submitting this. Your email address will not be published. is your dates column (Years[EndofYear]) in your date dimension? Now both calcs can be used in the same view to compare the month of one year to the prior 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. Dates[Month & Year] = DecPrevYear) 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. Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. The most common are transient issues that fix themselves during the next refresh. Save my name, email, and website in this browser for the next time I comment. This will return Feb 2015 Sales even for Month where there was no sales. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. I can just reference my measures within a measure. A pretty cool insight, right? The values are in a table which is broken down by Country, Manufacturer and Year/Qtr. Your Date table is absolutely key here. We will start by creating a Date table using the "New Table" option under Modeling. Do you have a date dimension? He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. The main goal of this article is to describe how to write the Sales PM measure of this example. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear.