Read more, The filter arguments in CALCULATE can be written as logical conditions with certain restrictions. See below. Reply. This article shows how to implement a logical AND condition in a measure instead of the standard OR Read more, This article describes different techniques to debug a DAX measure that returns an incorrect result, with and without external tools. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. 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. Have a look here for more info on how to use PREVIOUSYEAR() with CALCULATE: DAX Function Reference: PREVIOUSYEAR Function (DAX). 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. More about this problem and its solution is here. However, sometimes, you don't yet have the full year, especially for the current year. This is about the SAMEPERIODLASTYEAR function. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. Personally, I love how powerful this analysis is in Power BI. The % Diff column is a dynamic number. When I run it its the same values as the original metric. I want to compare current year's sales vs last year's sales. 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! We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. Now, the challenge here is how to create a calculation that could really compare the sales effectively. When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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. Power BI Previous Year Comparison. This site uses Akismet to reduce spam. I was using SAMEPERIODLASTYEAR, but you can use whatever you need. For instance, in the first year you only have records on 200 days and the current you have records on 260 days. 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. First, just lets just do a quick recap of how you should set up your models. Your email address will not be published. I have a "Years" that has the year, year beginning date & year end date. I am not 100% clear on how time intelligence features work. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. I . Formulas: So, if I click on 2015 on the slicer, youll see that this first number should be 115. 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. 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. This site uses cookies. I am not 100% clear on how time intelligence features work. 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. Marco is a business intelligence consultant and mentor. Check your Visualization properties. 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. Meanwhile, the Month & Year column is actually a text field. You have to have a good Date table. Wonderful post! 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. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. Don't miss all of the great sessions and speakers! Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. The most common are transient issues that fix themselves during the next refresh. But we also need to specify only one row in the table, so you need to enter 1. Exactly what I was looking for. 2. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. View all posts by Sam McKay, CFA. Carl de Souza Prior Year Power BI: Year to Date. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. How to Get Your Question Answered Quickly. It does exactly what it says. Make sure you register today for the Power BI Summit 2023. RacketLuncher 2 yr. ago. Inside there is a range of different apps and Ive already embedded my DATEADD formula pattern in here. This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. These are some of the easiest things that you can do in Power BI. 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. It returns a set of dates and the current selection from the previous year. 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. 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. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. We should redefine the concept of previous month as previous month in the selection made outside of the matrix. View all posts by Sam McKay, CFA. *****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. 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. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. 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. Have you struggled with comparing Last Year and Current Year sales data in Power BI? Don't miss all of the great sessions and speakers! Select "New Quick Measure" and go in the time calculations. It is a great technique to really get ahead of your business. This is because in any month when a customer has zero then it kind of break the code. Required fields are marked *. Your email address will not be published. Add a Comment. I'll start with a regular matrix that shows the sales by year. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) This is the most important function in the DAX formula language. Im Carl de Souza, a software developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. 3. Is possible to modify this calculations to integrate a parameter (say year choice), which will then the be year used instead of simply the previous year of the same period? Please mark Accept as Solution if your question is answered. So it is comparing dates as the period in this case: THANKS FOR READING. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. 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. In my DB, we have holes on certain dates, so I can't use such a measure. 4. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. It looks back and evaluates the sales amount of January 2015 and February 2015 in the Total Sales column. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. maybe it was the first year of business), we may want to exclude it. Thank you for this wonderful post. This is about the SAMEPERIODLASTYEAR function. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. Filter arguments in CALCULATE can be directly expressed in a formula this approach might not work when... Problem and its solution is here how powerful this Analysis is in BI. Do in Power BI holes on certain dates, so I can & # x27 ; ll with. Instead of using the best month, refer to a value, and Power Pivot point in time,.... Easiest things that you can do in Power BI sales amount of January 2015 and February in... He first started working on Analysis Services was known as OLAP Services number... 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