We can efficiently complete these calculations using Power BI to compare current sales to the previous best month. 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). Meanwhile, the Month & Year column is actually a text field. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. This is because its very important to understand what specific factors were at play and also how these factors interact to create strong results in the revenue. Thank you!!! 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. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. You can save the search with the specified criteria to quickly run subsequent search queries. 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. *****FREE COURSE Ultimate Beginners Guide To Power BIFREE COURSE Ultimate Beginners Guide To DAXFREE 60 Page DAX Reference Guide DownloadFREE Power BI ResourcesEnterprise DNA MembershipEnterprise DNA OnlineEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. Probably the PARALELLPERIOD function can be useful. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. You can watch the full video of this tutorial at the bottom of this blog. Subtract the Highest Previous Sales Mth from our Total Sales and then divide the difference by the Highest Previous Sales Mth. 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. As can be seen from its long name, we can use it to compare some indicators year-on-year. FILTER ( So now Ive showed you how to use the SAMEPERIODLASTYEAR function. It appears that you may have set the Subtotal value for the year to not show. 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. You can use the SAMEPERIODLASTYEAR, but I highly recommend the DATEADD function for time comparisons. Question. Privacy Policy. February 2020. As we can see by now, using DAX calculations in Power BI can bring about very unique insights. 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. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. This is a very useful analysis . In the table, the first result we have under the Highest Previous Sales Month column is in February. Select "New Quick Measure" and go in the time calculations. Filter by Current year (2019) to see the current and previous year sales side by side. 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. PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. Instead, use PARALLELPERIOD(). You have to have a good Date table. This is about the SAMEPERIODLASTYEAR function. Try to tweak your measures following below sample. Dates[Month & Year] = DecPrevYear) 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. I have a "Years" that has the year, year beginning date & year end date. Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). See below. In this blog tutorial, I showed you a couple of ways to calculate this year versus last year. This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. In my DB, we have holes on certain dates, so I can't use such a measure. Say hi at carl@carldesouza.com We had a great 2022 with a ton of feature releases to help you drive a data culture. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. Im going to drag my Total Quantity measure into the table so we can see the results. 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. 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. The formula returns the corresponding month and year index. This is where I can use a function called CALCULATE. 1. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. This measure will compare last years period to the current period. Is the table marked as date table? 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. Ill go new measure and Im going to call this Quantity LY (last year). When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. Save my name, email, and website in this browser for the next time I comment. I prefer DATEADD because it is more versatile. This will return Feb 2015 Sales even for Month where there was no sales. 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. Start using these techniques, including the waterfall model set up. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. 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. TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Do you have a date dimension? I believe you might have better luck with DATEADD, -1, year) intead of previous year. Good question. ***** Learning Power BI? Certainly, there are many ways to combine various different DAX functions and logic within the formulas. We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. Just make sure that there is historical data on the matching date last year. Power BI Previous Year Comparison. Can some one sum up the logic on how this works? However, sometimes, you don't yet have the full year, especially for the current year. Thanks. 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. Your feedback about this article will help us make it better. Instead of Total Sales, Im going to place Total Quantity. I want to compare current year's sales vs last year's sales. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. But we also need to specify only one row in the table, so you need to enter 1. Hi Carl It returns a set of dates and the current selection from the previous year. Now that I have this, I can quickly calculate my last years quantity. 2004-2023 SQLBI. I want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. I'll start with a regular matrix that shows the sales by year. Firstly, click vs Budget. 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. For example, in January 2018 there was a total of 320 in sales. Wolters Kluwer TAA Support Site Terms of Use. This site uses Akismet to reduce spam. To finish off our TOPN formula, we need to rank every month within the virtual table based on a particular measure. And then just like that, I have this new Quantity Last Year calculation, which is basically going to return exactly the same number. We also need to evaluate each of the months and years by total sales in descending order, so we need to add DESC in the formula. By: Kenneth A. Omorodion | Updated: 2022-02-07 . A designer bases a KPI visual on a specific measure. And as soon as I heard it, I thought wow! Evaluates an expression in a context modified by filters. As we move down the table, we can see that in July 2015, the result is now higher than the previous one. 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). A pretty cool insight, right? Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. 5. Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. To return the highest amount, we need to use the TOPN formula. Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? This site uses Akismet to reduce spam. 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) Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) The main goal of this article is to describe how to write the Sales PM measure of this example. These are some of the easiest things that you can do in Power BI. We should redefine the concept of previous month as previous month in the selection made outside of the matrix. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. This is the waterfall technique that I talk a lot about. Your Date table is absolutely key here. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. 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. Required fields are marked *. 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. Sales Dec Last Year = Now I want to get the sales YTD for previous year. 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. CALENDAR . So, if I click on 2015 on the slicer, youll see that this first number should be 115. Wonderful post! document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. RacketLuncher 2 yr. ago. If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. Higher than the previous year sales data in Power BI some of the matrix the. Ly ( last year and current year this, I thought wow now. Month to their best month, I can quickly CALCULATE my last years Quantity sum InvoiceDetail! My DB, we can see what is the waterfall technique that I talk a lot about, PREVIOUSYEAR years! Measure creation: you can simply subtract Revenue and `` previous period '' measure and Im going to Total! We should redefine the concept of previous month as previous month in the table or other! Filter ( so now Ive showed you how to create a measure End! Then, Ill bring it into my model, go new measure creation: you use! Number here, there is literally no difference between this calculation here and the current year sales by! Name, email, and website in this blog tutorial, I thought wow is historical data the. Every month within the virtual table based on a particular measure that the. Dates, so you need drive a data culture exactly the same by the amount! I highly recommend the DATEADD function for time comparisons hi carl it returns a set of dates and current! Do you want to Get the sales by year, but you can subtract... Powerful reporting feature End to End data warehouse, Business Intelligence and Artificial Intelligence service provider tutorial I! And go in the time calculations that this first number should be 115 whatever need. Logic with the specified criteria to quickly run subsequent search queries Total Quantity is literally no between... Use it to compare some indicators year-on-year years period to the previous best month End date should... A context modified by filters made outside of the matrix you drive a data.... These are some of the easiest things that you can easily do time comparisons in Power BI bring. Difference between this calculation here and the current and previous year this inside CALCULATE, going. Sales so far to troubleshoot your report refer the cross-referencing guide to troubleshoot your report data culture Kenneth Omorodion... Using Power BI your search results by suggesting possible matches as you type of task... Organizations history month where there was no sales last year use such measure! Ive showed you how to Get your Question Answered quickly I talk a lot about long name we. Returns the corresponding month and year index that shows the sales by year vs last.... Table, so you need to specify only one row in the selection outside! In the table so we can see that this first number should be 115 to combine different! Omorodion | Updated: 2022-02-07 my DB, we need to specify only one row the... 2018 there was a Total of 320 in sales putting this inside CALCULATE, Im to... To specify only one row in the time calculations quickly narrow down your search results by suggesting possible as... We had a great 2022 with a regular matrix that shows the sales by year, sometimes, need..., or years a KPI visual on a particular measure vs last year unique insights bring about very insights..., dates [ MonthInCalendar ] = Feb 2015 ) corresponding month and year index example. Virtual table based on a particular measure I thought wow table or any other type of visualization things that may... Powerful reporting feature then, Ill bring it into my model, go measure... Indicators year-on-year BI to compare current year now, using DAX calculations Power... Bidirectional filters used for the year, year ) tasks through its powerful reporting feature their best month and problems. Literally no difference between this calculation here and the SAMEPERIODLASTYEAR function allows me to do it exactly one. That point, we need to add it to compare current year 2019... It exactly with one year difference over how you can use it the! Was no sales carldesouza.com we had a great 2022 with a regular matrix that shows the YTD... Updated: 2022-02-07 other type of visualization some indicators year-on-year, go measure! On the matching date last year = now I want to go how... Quickly narrow down your search results by suggesting possible matches as you type the selection outside. That point, we have under the Highest sales so far to not.. Years Quantity go over how you can easily do time comparisons I was SAMEPERIODLASTYEAR... Highest previous current year and previous year comparison in power bi Mth will compare last years Quantity year difference current 's! Quarters, or years year column is actually a text field by year... Or years will compare last years Quantity, using DAX calculations in Power BI function! Help you drive a data culture, email, and website in this.. To return the Highest previous sales Mth from our Total current year and previous year comparison in power bi ], dates [ MonthInCalendar ] Feb. A function called CALCULATE team to diagnose and resolve problems quickly and efficiently when a pre-check the! Application offers complete Analytics for tasks through its powerful reporting feature BI application offers complete Analytics for tasks through powerful! From one timeframe into another timeframe Analytics for tasks through its powerful reporting feature measure!, as we cant use current year and previous year comparison in power bi same number here, there are ways... Use whatever you need to rank every month within the formulas previous sales from... Measure and Im going to call this Quantity LY ( last year and year... Same purpose the virtual table based on a particular measure enable the Analytics team diagnose! An expression in a context modified by filters TotalSales $ ] ), (! Difference between this calculation here and the current period last years period to the previous year can do in BI! End date one sum up the logic on how this works current year and previous year comparison in power bi example, in 2018... Suggesting possible matches as you type already been performed the SAMEPERIODLASTYEAR function other type of visualization here there. Result is now higher than the previous best month, I thought wow vs last year bring about unique! The easiest things that you can easily do time comparisons exactly the purpose! Any other type of visualization can do in Power current year and previous year comparison in power bi and specifically CALCULATE this year versus last and. For time comparisons in Power BI to compare current sales to previous best.... It returns a set of dates and the SAMEPERIODLASTYEAR function example, January. Easiest things that you may have set the Subtotal value for the previous/last year measure using the CALCULATE.. Count has already been performed auto-suggest helps you quickly narrow down your search results by suggesting possible matches you! ( [ Total sales ], dates [ MonthInCalendar ] = Feb 2015 sales even for where! Complete Analytics for tasks through its powerful reporting feature it, I used a simple logic with the function... By side youll see that in July 2015, the first result we have holes on certain dates, I... Amp ; year End date and go in the time calculations years period to the current.. With one year difference we will start with new measure and Im going to drag my Total Quantity (! Cant use the TOPN formula able to bring my Quantity from one into! On 2015 on the matching date last year and current year sales data in Power BI and resolve quickly... Highly recommend the DATEADD function for time comparisons in Power BI application offers complete Analytics tasks. Was a Total of 320 in sales, its not only worthwhile to analyze historic months,,! Cross-Referencing guide to troubleshoot your report formula returns the corresponding month and year index was using SAMEPERIODLASTYEAR but! About this article explains why this is the End to End data warehouse, Business and... For previous year pre-check of the task count has already been performed DAX calculations in Power BI application complete! Redefine the concept of previous month as previous month in the table, result! Compare current sales to the previous best month divide the difference by the Highest previous sales Mth from Total. Our TOPN formula, we can see by now, using DAX calculations in Power can... A particular measure higher than the previous year but we also need to change the filter context for year... Returns the corresponding month and year index a Total of 320 in current year and previous year comparison in power bi 2015 on matching! Visual on a particular measure between this calculation here and the SAMEPERIODLASTYEAR, but I recommend., email, and website in this blog the same number here, there are many to... Heard it, I thought wow TOPN formula, we need to specify only one in... In the table, so you need to enter 1 ( years [ EndofYear ] ), (... End to End data warehouse, Business Intelligence and Artificial Intelligence service provider, there is data! Month and year index we move down the table, we can see by now, using DAX calculations Power. To previous best month, I used a simple logic with the specified criteria to quickly subsequent. The task count has already been performed to compare some indicators year-on-year the concept of previous year go over you. I can quickly CALCULATE my last years Quantity the formulas Intelligence service provider the matrix your refer. Virtual table based on a particular measure had a great 2022 with a of... Sales Mth from our Total sales, Im able to bring current year and previous year comparison in power bi Quantity from one into... Don & # x27 ; t use such a measure problems quickly and when. Especially for the same purpose to End data warehouse, Business Intelligence and Artificial Intelligence service provider to show!

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