I'll start with a regular matrix that shows the sales by year. See below. Let's just dig a little bit deeper into the behaviour of these functions. Question. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Your Date table is absolutely key here. We will start by creating a Date table using the New Table option under Modeling. We have a lot of content about this function on Enterprise DNA, so definitely check them out. 4. Need more help? And remember, you can also change the context within here. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. You can save all your patterns there and bring them into your model. If youload the cube data into your Power BI data model and model the relationship to the Calendar table, I expect it would be treated the same. Using DATEADD will ignore the records that happened on days not present in the prior period. 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 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 want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. 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. Learn how your comment data is processed. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. In my DB, we have holes on certain dates, so I can't use such a measure. 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. Try to tweak your measures following below sample. This is where I can use a function called CALCULATE. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 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. This site uses Akismet to reduce spam. A KPI dataset needs to contain goal values for a KPI. Did you get it resolved? Such a consistency check confirms that the Year Over Year Comparison report is accurate and up-to-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. Required fields are marked *. 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. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. 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. Now I want to get the sales YTD for previous year. We will start by creating a Date table using the "New Table" option under Modeling. Personally, I love how powerful this analysis is in Power BI. 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. Thus, it can either show the percentage difference for vs Budget or vs Last Year. Now lets build our report. More about this problem and its solution is here. In the table, the first result we have under the Highest Previous Sales Month column is in February. Check your Visualization properties. 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. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource A designer bases a KPI visual on a specific measure. To provide feedback on this solution, please. I have simalar issue if you can help me with this. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. BLANK (), In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. 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. First, a simple view of our data. 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. We might want to filter this down a bit more. This site uses Akismet to reduce spam. A pretty cool insight, right? Thank you!!! Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. Jan 2017: 300, Thank you for your explanation, this is help full for me, this was great how would you dynamically rename the measures? ). CALENDAR . But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. 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. 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. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. 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. Good question. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) 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. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. Best. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. As can be seen from its long name, we can use it to compare some indicators year-on-year. Sales Dec Last Year = Im going to show you a couple of techniques that you can utilize for time comparisons like this. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. Save my name, email, and website in this browser for the next time I comment. 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. Year Month, FORMAT (YourDate, mmm yyyy), This is a very useful analysis . Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. Kudos gladly accepted. What if I want to display current vs prior year number by LOB? 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. Is the table marked as date table? All rights are reserved. 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. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Reply. View all posts by Sam McKay, CFA. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. 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. Carl de Souza For example, in January 2018 there was a total of 320 in sales. This measure will compare last years period to the current period. Might you help me? Your email address will not be published. Is the relationship to your fact table set up correctly? 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. Make sure you register today for the Power BI Summit 2023. 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. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. I want to compare current year's sales vs last year's sales. 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. Similar to the picture below, Step #2: Lets create a DAX measure for Last year sales data. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Hi Carl When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. 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