It returns a set of dates and the current selection from the previous year. Jan 2019: 100 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. 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. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). Reply. Jan 2018: 110 Now, the result of that row is going to be determined by the logic that we place within it. What's happening is that your filter on the year is also making the previous year data unavailable. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. This is the most important function in the DAX formula language. Thanks for your interest in Enterprise DNA Blogs! This will return Feb 2015 Sales even for Month where there was no sales. 1. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Save my name, email, and website in this browser for the next time I comment. Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. 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. Once connected, create a simple date table that holds dates between the year ranges. This is where I can use a function called CALCULATE. We can actually work out the difference of this year versus last year. 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. 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. Instead of sales, Im going to create another core measure, which is Total Quantity. 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! To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. I have a "Years" that has the year, year beginning date & year end date. Your email address will not be published. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. The issue I am facing is similar to this post, ifI add a filter for year thne I no longer see a year over year percentage calcualtion. maybe it was the first year of business), we may want to exclude it. 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 you look at this particular column here for the first quarter, you'll see the % Diff column. The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. It enables you to change the context of a calculation. I prefer DATEADD because it is more versatile. Read more. 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. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. Data Pears Power BI Report performance best practices Help Status Writers Blog Careers Privacy Terms About 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. Im going to drag my Total Quantity measure into the table so we can see the results. Dates[Month & Year] = DecPrevYear) Personally, I love how powerful this analysis is in Power BI. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. Create a table visual that compare sales for 2018 and 2019. Lindsay Betzendahl says: May 29, 2020 at 10:18 am . In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. If this does not answer the question for you please reply to this thread and I will try and provide a more clear answer by loading AdventureWorks into Power BI and providing example syntax. Make sure you register today for the Power BI Summit 2023. These are the first things that you should be exploring within Power BI from a calculation point of view. Can some one sum up the logic on how this works? 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. We are going to create this table comparing year-on-year results. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. This data holds 3 years of Orders data. A designer bases a KPI visual on a specific measure. View all posts by Sam McKay, CFA. Learn how your comment data is processed. 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. Sales Order seems different than Actual Shipping. Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? 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. 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. Read more, ALLSELECTED is a powerful function that can hide several traps. In my data table, the MonthnYear column is a numeric field. In the table, the first result we have under the Highest Previous Sales Month column is in February. Privacy Policy. More about this problem and its solution is here. FILTER ( Now that I have this, I can quickly calculate my last years quantity. 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. Salvatore Cagliari in Towards Data Science How to show a result when there is no data in Power BI Marie Truong in Towards Data Science Can ChatGPT Write Better SQL than a Data Analyst? We might want to filter this down a bit more. Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the 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. It appears that you may have set the Subtotal value for the year to not show. Best. 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. To finish off our TOPN formula, we need to rank every month within the virtual table based on a particular measure. After that, the report will automatically compare the data between actuals and current budget. Do you have a date dimension? Step #1: It's always good to have a simple data to view the data before creating measure, use other visualizations. So it is comparing dates as the period in this case: THANKS FOR READING. 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 site uses Akismet to reduce spam. 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. 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. Can the same be accomplished when using a Multidimensional OLAP Cube? TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). Using DATEADD will ignore the records that happened on days not present in the prior period. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. However, sometimes, you don't yet have the full year, especially for the current year. ***** Learning Power BI? That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. If we add this to our table, we can see on January 1st 2018 we had 110 sales, and on January 1st 2017 we had 300 sales. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. ). We have created with solution based on our standpoint and structure of data. We can actually do this in Power BI. Marco is a business intelligence consultant and mentor. Im Carl de Souza, a software developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. You can watch the full video of this tutorial at the bottom of this blog. We have a lot of content about this function on Enterprise DNA, so definitely check them out. 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. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. How to . However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. As we can see by now, using DAX calculations in Power BI can bring about very unique insights. Time Comparison For Non Standard Date Tables In Power BI, Common Time Intelligence Patterns Used In Power BI, Comparing Any Sale Versus The Last Sale (No Time Intelligence) Advanced DAX In Power BI, FREE COURSE - Ultimate Beginners Guide To Power BI, FREE COURSE - Ultimate Beginners Guide To DAX, FREE - 60 Page DAX Reference Guide Download, Brand New Course: Introduction to Statistics for Data Analysts, Get Ready for the Enterprise DNA Challenges Platform. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. 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. Say hi at carl@carldesouza.com He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. We can efficiently complete these calculations using Power BI to compare current sales to the previous best month. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Exactly what I was looking for. Now, the challenge here is how to create a calculation that could really compare the sales effectively. 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. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. ***** Learning Power BI? Get BI news and original content in your inbox every 2 weeks! This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. 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. When I run it its the same values as the original metric. But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. How to Get Your Question Answered Quickly. Kudos gladly accepted. Now lets build our report. 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 table, the MonthnYear column is in February our previous best month in Power BI includes the ability filter... So we can see the results and rank the sales effectively function inside of it formula we. 365, Power BI includes the ability to filter slicer items based on a monthly basis comment... 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