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. Personally, I love how powerful this analysis is in Power BI. Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. Visit our online support to submit a case. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. You may watch the full video of this tutorial at the bottom of this blog. Ill go new measure and Im going to call this Quantity LY (last year). And then all I need to do is subtract Quantity LY from Total Quantity. How to . 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. Data Pears Power BI Report performance best practices Help Status Writers Blog Careers Privacy Terms About Now lets build our report. FILTER ( % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). And remember, you can also change the context within here. That's the simplest way. 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). Read more. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. Its just reusing the patterns over and over again. Carl de Souza 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. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. Inside there is a range of different apps and Ive already embedded my DATEADD formula pattern in here. 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. Please feel free to ask any other query related to this Blog Post. We will use sales data as an example. Now, the challenge here is how to create a calculation that could really compare the sales effectively. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. 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')). dax = calculate(sum(internetsales usd [s This is where I can use a function called CALCULATE. Top 10 Data Visualizations of 2022 Worth Looking at! Formulas, data structure etc. Currently every row is repeating totals figure for prior year for each LOB. I prefer DATEADD because it is more versatile. 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 it was the first year of business), we may want to exclude it. ALL ( Dates[Month & Year], Dates[MonthnYear] ), After that, the report will automatically compare the data between actuals and current budget. 9 comments. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. 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. 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. So it is comparing dates as the period in this case: Now that I have this, I can quickly calculate my last years quantity. We will use the sample data from here and connect as in the example. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. A big Shout out to Laura GB for posting a amazing content. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. [Total Sales], Have a look here for more info on how to use PREVIOUSYEAR() with CALCULATE: DAX Function Reference: PREVIOUSYEAR Function (DAX). The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. It does exactly what it says. We are going to create this table comparing year-on-year results. You can watch the full video of this tutorial at the bottom of this blog. This is the calculation that worked for me. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) Required fields are marked *. If you look at this particular column here for the first quarter, you'll see the % Diff column. 2. This is about the SAMEPERIODLASTYEAR function. As an aside, I noticed your column names between the pictures were not really similar, i.e. Jan 2018: 110 The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Thank you! Thus, it can either show the percentage difference for vs Budget or vs Last Year. Learn how your comment data is processed. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. This comparison can totally give us an indication of how well the business is performing. Thanks for reading the content so far, I have a bonus for you. (This year current month vs previous year same month) Like Like. Once connected, create a simple date table that holds dates between the year ranges. 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. 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. Power BI Previous Year Comparison. This is called measure branching. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. Your feedback about this article will help us make it better. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). By continuing to browse this site you are agreeing to our use of cookies. View all posts by Sam McKay, CFA. Required fields are marked *. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. February 2020. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. 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. Can some one sum up the logic on how this works? Your email address will not be published. Such a consistency check confirms that the Year Over Year Comparison report is accurate and up-to-date. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. This data holds 3 years of Orders data. Try to tweak your measures following below sample. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. We have a lot of content about this function on Enterprise DNA, so definitely check them out. 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. IF ( So thats our highest previous sales month. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. 1. Read more, ALLSELECTED is a powerful function that can hide several traps. You can save all your patterns there and bring them into your model. However, the previous month in the visualization is not necessarily the previous month in the calendar. Let's just dig a little bit deeper into the behaviour of these functions. I believe you might have better luck with DATEADD, -1, year) intead of previous year. In my DB, we have holes on certain dates, so I can't use such a measure. A KPI dataset needs to contain goal values for a KPI. Need more help? To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Power BI: Year to Date Comparison for Current vs. I want to compare current year's sales vs last year's sales. Your email address will not be published. We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. I want to compare current year's sales vs last year's sales. RETURN. 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 this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. BEFORE YOU LEAVE, I NEED YOUR HELP. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. 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. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. 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 Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? As we move down the table, we can see that in July 2015, the result is now higher than the previous one. You can watch the full video of this tutorial at the bottom of this blog. 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. 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. Step #3: For Visual understanding of data, we will add last years data to the table. 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). 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. More about this problem and its solution is here. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. 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. It returns a set of dates and the current selection from the previous year. CALCULATE ( Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. Year Month, FORMAT (YourDate, mmm yyyy), 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. Im going to show you a couple of techniques that you can utilize for time comparisons like this. You may need to do some data transformation before writing the DAX Measure. 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. I . 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. Once we validate the data. Once we validate the data. This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. 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). I have simalar issue if you can help me with this. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. In my data table, the MonthnYear column is a numeric field. Marco is a business intelligence consultant and mentor. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. Create a table visual that compare sales for 2018 and 2019. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. 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. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. The main goal of this article is to describe how to write the Sales PM measure of this example. Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. A pretty cool insight, right? And as soon as I heard it, I thought wow! Is the relationship to your fact table set up correctly? Certainly, there are many ways to combine various different DAX functions and logic within the formulas. I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. Firstly, click vs Budget. Without any knowledge how you set up your data model, help is quite difficult. We have created with solution based on our standpoint and structure of data. So, if I click on 2015 on the slicer, youll see that this first number should be 115. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. 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. All I need to do is change the parameters here. By: Kenneth A. Omorodion | Updated: 2022-02-07 . THANK YOU, AND LET'S KEEP LEARNING TOGETHER. 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. 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). Can you please clarify what Year Month and Year Month Sort fields are? CALCULATE (
current year and previous year comparison in power bi