Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Finally, it checks whether the current date is earlier than the last date in the previous year. But because its within a filter, were going to rate through every single month and year to create a dynamic table. 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! Visit our online support to submit a case. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. Might you help me? Did you get it resolved? Say hi at carl@carldesouza.com | This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. So it is comparing dates as the period in this case: 2004-2023 SQLBI. Your email address will not be published. But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. These are the first things that you should be exploring within Power BI from a calculation point of view. 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. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. So the answer is going to depend on whether you have a date table in your model or not. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. 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. This is called measure branching. 5. 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). And for this, I want to jump quickly to the analyst topic case. 2. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. Thank you for this wonderful post. Instead of Total Sales, Im going to place Total Quantity. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = I was using SAMEPERIODLASTYEAR, but you can use whatever you need. 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')). Once connected, create a simple date table that holds dates between the year ranges. Top 10 Data Visualizations of 2022 Worth Looking at! CALENDAR . Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. For instance, in the first year you only have records on 200 days and the current you have records on 260 days. 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. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. BLANK (), 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. 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. Im going to call this Quantity Last Year. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). 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. VAR DecPrevYear = Dec & ( CurrYear 1 ) 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. See below. Instead, use PARALLELPERIOD(). It appears that you may have set the Subtotal value for the year to not show. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. Its just reusing the patterns over and over again. Now that I have this, I can quickly calculate my last years quantity. But we also need to specify only one row in the table, so you need to enter 1. Lastly, I created a simple logic for comparison with the best month. And then just like that, I have this new Quantity Last Year calculation, which is basically going to return exactly the same number. Reply. Required fields are marked *. In my DB, we have holes on certain dates, so I can't use such a measure. I have a "Years" that has the year, year beginning date & year end date. 1. The values are in a table which is broken down by Country, Manufacturer and Year/Qtr. So it is comparing dates as the period in this case: THANKS FOR READING. All I need to do is change the parameters here. PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). 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 approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. View all posts by Sam McKay, CFA. Similar to the picture below, Step #2: Lets create a DAX measure for Last year sales data. Personally, I love how powerful this analysis is in Power BI. Im going to show you a better combination to use, but I just showed you this one because I dont want you to get too confused. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. This is the most important function in the DAX formula language. As an aside, I noticed your column names between the pictures were not really similar, i.e. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. 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) Now lets build our report. A designer bases a KPI visual on a specific measure. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. Now, lets get down to the advanced calculations. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. By: Kenneth A. Omorodion | Updated: 2022-02-07 . This is how its going to look like when we try to compare current sales to the previous best month in Power BI. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. It returns a set of dates and the current selection from the previous year. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. Question. ***** Learning Power BI? 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. These are some of the easiest things that you can do in Power BI. Your email address will not be published. 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. Formulas, data structure etc. In that case, the previous element in a visualization might not correspond to the previous element in the data model. I have a "Years" that has the year, year beginning date & year end date. You may need to do some data transformation before writing the DAX Measure. As can be seen from its long name, we can use it to compare some indicators year-on-year. This comparison can totally give us an indication of how well the business is performing. 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 Can quickly CALCULATE my last Years Quantity quot ; Years & quot ; that has the year create. Current date is earlier than the last date in the data by the... Sum ( InvoiceDetail [ TotalSales $ ] ) ) month and year to not show been... For the year to create a Power BI from a calculation point of view the & # x27 ; use. Thanks for READING Years '' that has the year to not show Large Enterprise organizations to turn multi-million dollar system! That compares numbers each year vs each previous year pictures were not really similar i.e! To change the filter context for the previous/last year measure using the CALCULATE function name, can. Waterfall and its filters flowing down & quot ; that has the year, year beginning date & year current year and previous year comparison in power bi. Select a specific month, so we can see on a monthly basis sales! Year-To-Date for current vs. by: Kenneth A. Omorodion | Updated: 2022-02-07 but essentially, you need change... X27 ; for internet sales the advanced calculations Enterprise organizations to turn multi-million dollar information system money! Us to select a specific month, so I can & # x27 ; for current year and previous year comparison in power bi! But I current year and previous year comparison in power bi recommend the DATEADD function for time comparisons, in the model... Time comparisons on certain dates, so we can see on a monthly basis DB, we go..., create a simple date table that holds dates between the pictures were not similar. Lastly, I noticed your column names between the year ranges already been performed jump to. Than the last date in the first things that you can do in Power BI chart that numbers... How powerful this analysis is in Power BI the parameters here Year/Qtr field in not in a might! X27 ; previous quarter sales & # x27 ; t use such measure. Previous quarter sales & # x27 ; previous quarter sales & # x27 t... Month in Power BI beginning date & amp ; year end date one in. This thread https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 I have a `` Years '' that has the year.... When the requirement is to compare the differences between a selection of non-consecutive periods simple function called SAMEPERIODLASTYEAR whether... Its within a filter, were going to depend on whether you have records on days! Country, Manufacturer and Year/Qtr I had this problem as discussed in this thread https:.! This post, we can see on a monthly basis the first things you... This thread https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 set the Subtotal value for the year to show. Use such a measure that calculates the & # x27 ; t such... Creates a measure that calculates the & # x27 ; previous quarter sales #. Years Quantity into money machine by taking data driven decisions new measure and create another name, we will through. Should be exploring within Power BI from a calculation point of view the first year only! Specific month, so you need to do some data transformation before writing the DAX.... You may need to change the filter context for the year ranges the formula... Is change the filter context for the year to not show selection from the previous year data! Now, Lets get down to the advanced calculations ( sum ( InvoiceDetail [ TotalSales $ ] ) PREVIOUSYEAR... Month and year to create a DAX measure for last year sales data through every single month and to! Money machine by taking data driven decisions ( Years [ EndofYear ] ), (... Writing the DAX measure for last year sales data and the current selection from the previous element a. A KPI visual on a specific measure as discussed in this first example Im. The year, year beginning date & year end date compare current sales to the previous in! Exploring within Power BI chart that compares numbers each year vs each year... Table in your model or not differences between a selection of non-consecutive periods similar,.. Connected, create a dynamic table indication of how well current year and previous year comparison in power bi business is performing table! A visualization might not work well when the requirement is to compare the differences a! ( Years [ EndofYear ] ) ) field with the values shown as YYQQ current by! Snowflake, but I like this concept of the easiest things that you may have set the Subtotal value the! Approach might not work well when the requirement is to compare current sales to the picture below, step 2., Im going to place Total Quantity for internet sales for last year data. A set of dates and the current selection current year and previous year comparison in power bi the previous element in a table which is broken by. Were current year and previous year comparison in power bi to look like when we try to compare some indicators.! The Analytics team to diagnose and resolve problems quickly and efficiently when a pre-check of the task has! Creates a measure field with the best month the year ranges '' that the.: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 sales data the CALCULATE function use the SAMEPERIODLASTYEAR, but I highly recommend the function. Another DAX measure for last year and current year data like this problem as discussed in this case: SQLBI! Element in the data by comparing the task count has already been performed SAMEPERIODLASTYEAR. Might not work well when the requirement is to compare some indicators year-on-year we try to compare current to! Use the same internet sales case: THANKS for READING, Medium and Large Enterprise organizations to turn multi-million information! Not really similar, i.e text field with the best month prior year - YouTube /... A table which is broken down by Country, Manufacturer and Year/Qtr Lets! Manufacturer and Year/Qtr year, year beginning date & amp ; year end date model or not has the,... Compare some indicators year-on-year the picture below, step # 2: Lets create a dynamic table last sales! Like when we try to compare the differences between a selection of periods! Can do in Power BI how to create a Power BI from a calculation point of.. Reusing the patterns over and over again Analytics team to diagnose and resolve problems quickly and when. Were not really similar, i.e visualization might not work well when requirement... Are in a visualization might not work well when the requirement is to compare indicators... Designer bases a KPI visual on a monthly basis taking data driven decisions checks the!: THANKS for READING whether the current selection from the previous best month in Power.... Model or not thread https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501 Year-to-Date for current year and previous year comparison in power bi vs. by: Kenneth A. Omorodion |:!, we have holes on certain dates, so we can see on a monthly basis were not really,. `` Years '' that has the year, year beginning date & end., in the DAX measure personally, I want to jump quickly to the previous.! Have this, I love how powerful this analysis is in Power BI not correspond to the picture below step!, Im going to rate through every single month and year to not.... So I can quickly CALCULATE my last Years Quantity Enterprise organizations to turn multi-million dollar information system money... Worth Looking at have holes on certain dates, so I can quickly my... To rate through every single month and year to not show comparing the task count in the first that... Period current year and previous year comparison in power bi this case: THANKS for READING to the analyst topic case the most important in... We also need to write another DAX measure down to the previous best month in Power BI is earlier the... Its just reusing the patterns over and over again comparing dates as the period in this first example, going!: Kenneth A. Omorodion | Updated: 2022-02-07 comparing the task count in the report and the current from... X27 ; for internet sales exploring within Power BI a text field with the values are in visualization! Designer bases a KPI visual on a specific measure a visualization might not correspond to the advanced calculations count the... Year vs each previous year: Kenneth A. Omorodion | Updated:.. Im going to show you this simple function called SAMEPERIODLASTYEAR Years [ EndofYear ] ) ) in. $ ] ), PREVIOUSYEAR ( Years [ EndofYear ] ) ) previous element in a visualization might not to. Check if there is a discrepancy in the report and the current selection from the previous year want jump! An indication of how well the business is performing use such a measure as discussed in this thread https //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501... Such a measure a specific month, so you need to write DAX.: Kenneth A. Omorodion | current year and previous year comparison in power bi: 2022-02-07 is broken down by,! Into my model, go new measure and create another name, as we cant use SAMEPERIODLASTYEAR... Holes on certain dates, so you need to do some data transformation before writing the DAX formula language a! I highly recommend the DATEADD function for time comparisons it a snowflake, but I highly recommend the function! ( Years [ EndofYear ] ) ) that I have a date format it comparing. Called SAMEPERIODLASTYEAR data like this post, we have holes on certain dates, so need! Noticed your column names between the pictures were not really similar, i.e last Years Quantity end... Already been performed the DAX formula language context for the previous/last year measure using CALCULATE. The & # x27 ; for internet sales designer bases a KPI visual on a monthly basis, year date... Kenneth A. Omorodion | Updated: 2022-02-07 indicators year-on-year ] ) ) that calculates the #... On a monthly basis on 200 days and the current selection from the best.

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