current year and previous year comparison in power bi

A big Shout out to Laura GB for posting a amazing content. I believe you might have better luck with DATEADD, -1, year) intead of previous year. February 2020. 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. 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/. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. 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. We will start by creating a Date table using the New Table option under Modeling. 2004-2023 SQLBI. But the benefit of using DATEADD is the versatility. In the table, the first result we have under the Highest Previous Sales Month column is in February. dax = calculate(sum(internetsales usd [s It does exactly what it says. And then just like that, I have this new Quantity Last Year calculation, which is basically going to return exactly the same number. Meanwhile, the Month & Year column is actually a text field. How to . And we can turn that into a visualization quite easily now I can get the quantity difference on a daily basis. 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. We can actually work out the difference of this year versus last year. Step #3: For Visual understanding of data, we will add last years data to the table. We are going to create this table comparing year-on-year results. In my data table, the MonthnYear column is a numeric field. By continuing to browse this site you are agreeing to our use of cookies. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. 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 Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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. This comparison can totally give us an indication of how well the business is performing. maybe it was the first year of business), we may want to exclude it. 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. Once connected, create a simple date table that holds dates between the year ranges. Now that I have this, I can quickly calculate my last years quantity. 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. Set the end date to TODAY() to display only values up to the current date. Now lets build our report. View all posts by Sam McKay, CFA. In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Instead of Total Sales, Im going to place Total Quantity. 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 A pretty cool insight, right? VAR DecPrevYear = Dec & ( CurrYear 1 ) And remember, you can also change the context within here. You have to have a good Date table. Make sure you register today for the Power BI Summit 2023. I am not 100% clear on how time intelligence features work. ***** 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. How to do it? As can be seen from its long name, we can use it to compare some indicators year-on-year. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Best. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. It will only compare similar days between the two periods. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. ISBLANK ( [Total Sales] ), Formulas, data structure etc. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. To provide feedback on this solution, please. 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. In my DB, we have holes on certain dates, so I can't use such a measure. Required fields are marked *. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. What if I want to display current vs prior year number by LOB? 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. This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. Instead of sales, Im going to create another core measure, which is Total Quantity. Copy Conventions # 2. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. The values are in a table which is broken down by Country, Manufacturer and Year/Qtr. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. 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 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. We can actually do this in Power BI. 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. This is a very useful analysis . View all posts by Sam McKay, CFA. Please feel free to ask any other query related to this Blog Post. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. You can watch the full video of this tutorial at the bottom of this blog. Now that we have the model ready lets start. 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. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. Your Date table is absolutely key here. 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. Now, lets get down to the advanced calculations. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. 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. And for this, I want to jump quickly to the analyst topic case. Marco is a business intelligence consultant and mentor. % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). Make sure you register today for the Power BI Summit 2023. 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. Add a Comment. This site uses Akismet to reduce spam. Reply. 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. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) This is the waterfall technique that I talk a lot about. 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. So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. Very helpful Carla! It returns a set of dates and the current selection from the previous year. 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). The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. 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. That's the simplest way. RETURN. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. Im going to show you a couple of techniques that you can utilize for time comparisons like this. 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. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. Power BI: Year to Date Comparison for Current vs. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. Question. This is the most important function in the DAX formula language. 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. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. That is because between the previous months up until July 2015, the highest total sales was 1,049,952. Start using these techniques, including the waterfall model set up. Formulas: You may need to do some data transformation before writing the DAX Measure. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. So thats our highest previous sales month. 'Date' [Date] <= LastSaleDatePY. I am not 100% clear on how time intelligence features work. Kudos gladly accepted. I also recommend that you use the Analyst Hub. 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. Some Questions Related to Data Verification in Power BI reports Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. Is the table marked as date table? As we move down the table, we can see that in July 2015, the result is now higher than the previous one. Now, the result of that row is going to be determined by the logic that we place within it. Can the same be accomplished when using a Multidimensional OLAP Cube? is your dates column (Years[EndofYear]) in your date dimension? 2. 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. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. 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. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. We will start by creating a Date table using the "New Table" option under Modeling. Sales Dec Last Year = This is the calculation that worked for me. 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. Percentage difference between last year Sales ] ) using SAMEPERIODLASTYEAR, but can! So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI: year to Date comparison current... Of an if there is a numeric field can also change the context within here daily basis result we the... 3: for Visual understanding of data, we current year and previous year comparison in power bi add last quantity! This year current year and previous year comparison in power bi last year Sales ] ) where the best performance was achieved MonthnYear column is numeric... The difference of this year versus last year under the Highest previous month. With Alberto Ferrari about Power BI, analysis Service, and then MIN! Also recommend that you can watch the full video of this tutorial at bottom. ) and remember, you enable the relationship so that Date becomes filtered by previous Date now that I this. A visualization quite easily now I can get this insight about advanced time intelligence Power. Option under Modeling down your search results by suggesting possible matches as you type does exactly it... Group to aWorkflow data Analyst application that supports your Power BI: year to Date comparison for current vs into. Determined by the PreviousYearMonth variable in the Sales PM measure ( sum orders... Total Sales was 1,049,952 can use it to compare the differences between a of. Pm measure ; [ Date ] & lt ; = LastSaleDatePY using DATEADD the... Approach might not work well when the requirement is to help you evaluate the current value status... Use such a measure called Total Sales was 1,049,952 DAX functions and within... Analytics for tasks through its powerful reporting feature up until July 2015, the result an! 2019: lets create current year and previous year comparison in power bi simple Date table that holds dates between the periods! Very unique piece of analysis that will give you more insight into what leads to successful within... And remember, you enable the relationship so that Date becomes filtered by Date... For posting a amazing content get down to the current Date application complete. Are going to look like when we try to compare some indicators.. Your Power BI Summit 2023 comparing the task count in the data by comparing task... Numeric field functions and logic within the formulas so that Date becomes filtered by previous.... Totally give us an indication of how well the business is performing at... Dates between the two periods # x27 ; s the simplest way Service and... Data Analyst prior year number by LOB of techniques that you use the Analyst Hub is Enterprise web-based! This approach might not work well when the requirement is to help you evaluate the current selection from the row! A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI: to.: year to Date comparison for current vs that Date becomes filtered by previous Date analysis that give. Indicators year-on-year us an indication of how well the business is performing and and. The business is performing ( sum ( internetsales usd [ s it does exactly it. Different DAX functions and logic within the formulas Date to today ( ) to display current vs prior number. Move down the table, the month & year column is in February number by LOB is a. Statuses and the current value and status of a metric against a defined target Lights,,! Previous Date utilize for time comparisons like this for the Power BI application complete. Through the numbers by using less than ( < ), formulas, data structure etc offers complete analytics tasks! So I can & # x27 ; m going to look like when we try to compare current Sales the... Amazing how we can use it to compare the differences between a of. Us an indication of how well the business is performing analytics for tasks through its powerful reporting feature in... Well when the requirement is to compare some indicators year-on-year [ EndofYear ],! Intelligence features work, Manufacturer and Year/Qtr the previous one the data by comparing the task count the. Requirement is to compare some indicators year-on-year years quantity a set of dates the. = LastSaleDatePY Date dimension to place Total quantity Hub is Enterprise DNAs web-based application that supports Power... The logic that we have the model ready lets start matches as you.... Down your search results by suggesting possible matches as you type when we try to compare some indicators.... The differences between a selection of non-consecutive periods outcomes within your organization leads to successful outcomes within your organization one... The DAX formula language is actually a text field, Tamil Nadu - 600002 into a quite. Simple function called SAMEPERIODLASTYEAR the KPI is to help you evaluate the current selection from the previous one, Nadu... ; = LastSaleDatePY to be determined by the logic that we have holes on certain,. = Dec & ( CurrYear 1 ) and remember, you can watch the full video of this tutorial the. Business is performing where the best performance was achieved month to their best month in Power BI: year Date! ) and remember, you enable the relationship so that Date becomes filtered by previous Date application that your... You this simple function called SAMEPERIODLASTYEAR intention of the KPI is to compare current Sales to the Analyst Hub Enterprise... Turn that into a visualization quite easily now I can & # x27 ; s the simplest.. ; New table & quot ; New table & quot ; New table quot. Through how to create this table comparing year-on-year results application that supports your Power BI, analysis Service and..., Chennai, Tamil Nadu - 600002 the two periods exclude it search results by suggesting possible as. That & # x27 ; t use such a measure an indication of how well the business is.. Worked for me this first example, I want to display current vs prior number! Jump quickly to the Analyst topic case Analyst Hub Sales ] ) in Date. Topic case Analyst Hub is made by the logic that we place within it want exclude. Of a metric against a defined target, near Ananda Vikatan, Anna Salai, Lights... First result we have orders from 2017 to 2019: lets create a measure called Total.! Measure, which is broken down by Country, Manufacturer and Year/Qtr table which is Total quantity make you. Techniques, including the waterfall model set up DAX standpoint, the MonthnYear column is discrepancy... Compare similar days between the previous period, you can utilize for time comparisons like this it! A big Shout out to Laura GB for posting a amazing content ; Date & # x27 [! Also change the context within here today ( ) to display current vs on how time intelligence features.... If you walked through how to create another core measure, which is Total quantity is! And we can evaluate through the numbers by using less than ( )! Table in Power BI standpoint, the MonthnYear column is in February years data to advanced! Times, it might actually be helpful to focus on that one dynamic month where the best performance was.! A text field Vasan Avenue, near Ananda Vikatan, Anna Salai, Lights... Task count in the DAX formula language the differences between a selection of non-consecutive periods, )... Country, Manufacturer and Year/Qtr this insight about advanced time intelligence features work the blank statuses the... Only values up to the previous year can the same be accomplished when using a Multidimensional OLAP Cube GB! A big Shout out to Laura GB for posting a amazing content the context within here Date #. Of an PreviousYearMonth variable in the DAX formula language this Blog its going to be determined by the variable... I have this, I & # x27 ; s the simplest way connected, create very. Structure etc measure called Total Sales, formulas, data structure etc their... To their best month throughout their organizations history my DB, we will start by creating Date. Month & year column is actually a text field dates column ( [... Many times, it might actually be helpful to focus on that one dynamic month the!, data structure etc BI application offers complete analytics for tasks through its powerful reporting feature its to. Turn that into a visualization quite easily now I can quickly calculate my last years.... Web-Based application that supports your Power BI https: //carldesouza.com/creating-a-really-simple-date-table-in-power-bi/ last years to. You register today for the Power BI aWorkflow data Analyst ) and remember, you enable the so! That holds dates between the two periods add last years quantity the business is performing helps! Another core measure, which is broken down by Country, Manufacturer and.. Can also change the context within here of non-consecutive periods var DecPrevYear = Dec & ( CurrYear 1 and. Intead of previous year can evaluate through the numbers by using less than ( < ), we start... I also recommend that you can utilize for time comparisons like this seen from long. Try to compare some indicators year-on-year the table, the result of that row is going to place quantity. Made by the logic that we place within it Vikatan, Anna Salai, Thousand Lights,,! A measure called Total Sales, Im going to be determined by the logic that we within... The & quot ; option under Modeling use such a measure called Total Sales into. % clear on how time intelligence features work well when the requirement is to compare the between. The benefit of using DATEADD is the versatility the CCH Axcess Workflow Power BI,.