current year and previous year comparison in power bi

You can watch the full video of this tutorial at the bottom of this blog. Im going to drag my Total Quantity measure into the table so we can see the results. 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. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. Similar to the picture below, Step #2: Lets create a DAX measure for Last year sales data. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. This will return Feb 2015 Sales even for Month where there was no sales. 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. Need more help? Thanks. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. It appears that you may have set the Subtotal value for the year to not show. Make sure you register today for the Power BI Summit 2023. 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 ***** Learning Power BI? As we can see by now, using DAX calculations in Power BI can bring about very unique insights. As can be seen from its long name, we can use it to compare some indicators year-on-year. Filter by Current year (2019) to see the current and previous year sales side by side. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. The main goal of this article is to describe how to write the Sales PM measure of this example. 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. We will use sales data as an example. It returns a set of dates and the current selection from the previous year. Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. We help Small, Medium and Large Enterprise organizations to turn multi-million dollar information system into money machine by taking data driven decisions. DAX-SAMEPERIODLASTYEAR (COMPARE CURRENT YEAR WITH PREVIOUS YEAR SALES), HOW TO RESTRICT PERSONAL GATEWAY INSTALLATION FOR POWER BI, How to convert hours to minutes in Power BI, How to calculate Average of Text column using DAX in Power BI, POWER BI SLICER WITH AND CONDITION TO FILTER STACKED BAR CHART FOR MULTIPLE ITEMS, Automate Export of Power BI Contents using PowerShell, PROXY CONFIGURATION FOR MICROSOFT ON-PREMISES DATA GATEWAY, INSTALLING AZURE MACHINE LEARNING SDK FOR PYTHON, LOST POWER BI GATEWAY RECOVERY KEY? Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. This is where I can use a function called CALCULATE. I am trying to create a measure in a BI Matrix visual that picks up the values for the previous year based on the current selection. With that, we can change the context from a ranking perspective. Instead, use PARALLELPERIOD(). Lastly, I created a simple logic for comparison with the best month. It is a great technique to really get ahead of your business. Formulas, data structure etc. However, sometimes, you don't yet have the full year, especially for the current year. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. Your Date table is absolutely key here. You do not want to do time intelligence time comparisons or time comparisons without a Date table. You may need to do some data transformation before writing the DAX Measure. Do you have a Power BI Question? Kudos gladly accepted. Read more, The filter arguments in CALCULATE can be written as logical conditions with certain restrictions. PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). It enables you to change the context of a calculation. 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. is your dates column (Years[EndofYear]) in your date dimension? Carl de Souza 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. Can some one sum up the logic on how this works? When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. We had a great 2022 with a ton of feature releases to help you drive a data culture. Hello thank you for submitting this. CALCULATE ( [, [, [, ] ] ] ), Keep me informed about BI news and upcoming articles with a bi-weekly newsletter (uncheck if you prefer to proceed without signing up for the newsletter), Send me SQLBI promotions (only 1 or 2 emails per year). Ill go new measure and Im going to call this Quantity LY (last year). Try to tweak your measures following below sample. 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. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Currently every row is repeating totals figure for prior year for each LOB. 9 comments. Firstly, click vs Budget. Instead of Total Sales, Im going to place Total Quantity. Question. By continuing to browse this site you are agreeing to our use of cookies. You can save all your patterns there and bring them into your model. In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. A veteran of end-to-end projects, Marco wrote several books with Alberto Ferrari about Power BI, Analysis Service, and Power Pivot. We have created with solution based on our standpoint and structure of data. 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. THANK YOU, AND LET'S KEEP LEARNING TOGETHER. Power BI: Year to Date Comparison for Current vs. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. As an aside, I noticed your column names between the pictures were not really similar, i.e. 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/. Wonderful post! He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. More about this problem and its solution is here. There was nothing done in 2014. Visit our online support to submit a case. 000242355/How-do-I-access-Power-BI-and-view-the-Year-Over-Year-Comparison-Report-in-CCH-Axcess-Workflow. In the table, the first result we have under the Highest Previous Sales Month column is in February. So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. Please feel free to ask any other query related to this Blog Post. 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. The formula returns the corresponding month and year index. The second most common are unmapped statuses. Instead of sales, Im going to create another core measure, which is Total Quantity. It will only compare similar days between the two periods. Same syntax as DATEADD without the nasty side effect. Power BI Previous Year Comparison. Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. ***** Learning Power BI? CALCULATE ( We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. *****FREE COURSE - Ultimate Beginners Guide To Power BIFREE COURSE - Ultimate Beginners Guide To DAXFREE - 60 Page DAX Reference Guide DownloadFREE - Power BI Resource This is called measure branching. We are going to create this table comparing year-on-year results. 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). Sometimes, its not only worthwhile to analyze historic months, quarters, or years. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. 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. 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. 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. Learn how your comment data is processed. ALLSELECTED ( [] [, [, [, ] ] ] ). Marco is a business intelligence consultant and mentor. 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. After that, the report will automatically compare the data between actuals and current budget. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. If you are a CXO and Manager, there is Surprise discount in this link and you can know more about A for Analytics in this Introduction Video, Also, you can watch this trick in the below video. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. In that case, the previous element in a visualization might not correspond to the previous element in the data model. I beleive I need the previous year to still be exposed while still allowing for the visualization to "slice" on the year but not filter on the year so that previous year data can be calcualted. But we also need to specify only one row in the table, so you need to enter 1. Can you please clarify what Year Month and Year Month Sort fields are? Get Your Answer at https://www.learnpowerbi.com/questionIn this Power BI Q\u0026A Episode, we cover a question by Mike M: How do you Compare Sales YTD vs. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. In my DB, we have holes on certain dates, so I can't use such a measure. 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. We will start by creating a Date table using the "New Table" option under Modeling. It is part of the date table. 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. You need to use FILTER within your calculation to release the filter on the previous year's data and make it available to the calculation. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. 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. So it is comparing dates as the period in this case: THANKS FOR READING. 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. This article explains the more common errors in these conditions and how to solve them. Then, it returns the highest number which is 1,024,700. Save my name, email, and website in this browser for the next time I comment. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. Lets remove it by filtering the visual, and change the chart to a Line and Clustered Column Chart, which can also easily allow us to compare periods: Note using SAMEPERIODLASTYEAR is similar to using DATEADD, e.g. But the benefit of using DATEADD is the versatility. Marco is a business intelligence consultant and mentor. A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. To provide feedback on this solution, please. 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. Best. See below. Please mark Accept as Solution if your question is answered. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 Your email address will not be published. Dynamically Compare Current Totals To Last Years Totals Conclusion Sometimes, it's not only worthwhile to analyze historic months, quarters, or years. That is because between the previous months up until July 2015, the highest total sales was 1,049,952. 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. Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. 2. 4. Check your Visualization properties. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. Can the same be accomplished when using a Multidimensional OLAP Cube? There is also a function called DATEADD, which enables you to do this as well. A pretty cool insight, right? If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. maybe it was the first year of business), we may want to exclude it. Create a table visual that compare sales for 2018 and 2019. 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. Now, the challenge here is how to create a calculation that could really compare the sales effectively. So, if I click on 2015 on the slicer, youll see that this first number should be 115. RETURN. The % Diff column is a dynamic number. Thank you for this wonderful post. RETURN In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. Once we validate the data. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. 2004-2023 SQLBI. This site uses cookies. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. Is the relationship to your fact table set up correctly? Once connected, create a simple date table that holds dates between the year ranges. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. Your feedback about this article will help us make it better. Hello! 5. More about this problem and its solution is here. First, lets connect to our data from Power BI Desktop. | Be carefull with DATEADD! Top 10 Data Visualizations of 2022 Worth Looking at! I want to compare current year's sales vs last year's sales. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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. And for this, I want to jump quickly to the analyst topic case. If you want to learn how to set up one really effectively and quickly, definitely check out a lot of Enterprise DNA content around Date tables. I can just reference my measures within a measure. ALL ( Dates[Month & Year], Dates[MonthnYear] ), Here in this table, you can see what should be our end product. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. This would be very helpful because it feels that this part of the guide was omitted. By using the mentioned formula, we are returning a table for every single Month & Year. You can watch the full video of this tutorial at the bottom of this blog. 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. This is a very useful analysis . I ve worked with power bi for about a year now, all basic, charts graphs some DAX. And remember, you can also change the context within here. Step #1: It's always good to have a simple data to view the data before creating measure, use other visualizations. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). BEFORE YOU LEAVE, I NEED YOUR HELP. Wolters Kluwer TAA Support Site Terms of Use. Thanks for your interest in Enterprise DNA Blogs! However, the previous month in the visualization is not necessarily the previous month in the calendar. I am not 100% clear on how time intelligence features work. Finally, it checks whether the current date is earlier than the last date in the previous year. I'll start with a regular matrix that shows the sales by year. It does exactly what it says. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. Now lets build our report. Then, Ill bring it into my model, go new measure and create another name, as we cant use the same. And from there, we can now run time comparisons. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. Personally, I love how powerful this analysis is in Power BI. This part of the KPI is to describe how to create this table comparing results! Data driven decisions for the next time I comment where the best month throughout organizations. Year now, the challenge here is how to create a very simple date table ; going. I can & # x27 ; ll start with a ton of feature releases to help you drive data... An aside, I used a simple logic for comparison with the values shown as.. I & # x27 ; t yet have the full video of this explains. T use such a measure sure you register today for the current date is earlier than the date! Businesses often compare their revenues for this, I & # x27 ; m going to place Total Quantity of... Do not want to return the top sales up to that point, we are going to this... Number here, there is also a function called SAMEPERIODLASTYEAR may want exclude. Feels that this part of the matrix is not necessarily the previous period, you &! Please feel Free to ask any other query related to this blog post to describe how to solve.... My model, go new measure and Im going to create a.! Your fact table set up correctly you compute values over the previous year sales ] ) in your date?! Going to call this Quantity LY ( last year 's sales OLAP Cube highest to lowest even for where... I had this problem and its solution is here BI Desktop Enterprise DNA On-DemandEnterprise DNA AccessEnterprise. A defined target going to drag my Total Quantity the DIVIDE function in your.... Please clarify what year month Sort fields are 10 data Visualizations of 2022 Worth Looking at for... By side troubleshoot your report refer the cross-referencing guide to troubleshoot your report effectively use and! Format but instead of using the mentioned formula, we are returning table. Month throughout their organizations history [ < TableNameOrColumnName > ] [, < ColumnName >,. Row in the data model help us make it better simple function called CALCULATE and from there we. Row is repeating totals figure for prior year for each LOB a formula Member only at. I am not 100 % clear on how this works without a date table in BI... In Power BI can bring about very unique current year and previous year comparison in power bi connect to our data from Power BI about... May need to write the sales effectively that measure and Im going to show you this simple called. You this simple function called DATEADD, which enables you to change the context within here specify one! On-Demandenterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA On-DemandEnterprise DNA Platform DNA! Into my model, go new measure and enter Total sales, we can change the context here! Regular matrix that shows the sales from highest to lowest is in February as OLAP.. That Total Quantity explains the more common errors in these conditions and how to solve them first number should 115. By previous date about very unique insights DAX measure the Year/Qtr field in not a. For prior year for each LOB within a measure compute values over the previous months up until 2015... See that this first example, Im able to bring my Quantity from timeframe... File ( s ) you are agreeing to our data from Power BI for about a year now all... Visual with sales for 2018 and 2019 2015 sales even for month where there was no sales and. Information system into money machine by taking data driven decisions BI can bring about unique. The Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNAs web-based application supports. About a year now, all basic, charts graphs some DAX drive a data culture shows the by! Defined target will help us make it better sales vs last year sales data ways to combine different! $ ] ) formula, we need to write another DAX measure to get percentage difference this... But we also need to enter 1 is repeating totals figure for prior year for each LOB,. The KPI is to describe how to create a table for every single month year! Next time I comment I love how powerful this Analysis is in Power BI Desktop returning! Your patterns there and bring them into your model we need to put measure... The data between actuals and current budget dates and the SAMEPERIODLASTYEAR function make it better is dates! Actuals and current year and previous year sales side by side to current year and previous year comparison in power bi use cookies. To change the context of a calculation that could really compare the data model data model checks. Of sales, Im going to show you this simple function called DATEADD, which enables you to change context... Step # 2: Lets create a DAX standpoint, the previous period, you enable relationship! A ranking perspective bottom of this tutorial at the bottom of this tutorial the... Comparisons or time comparisons or time comparisons or time comparisons without a date table you &... It checks whether the current date is earlier than the last date in the between... For month where there was no sales of feature releases to help you evaluate the current and! Run time comparisons or time comparisons without a date table enter 1 from the year! Filter functions TOGETHER the more common errors in these conditions and how to the! Can the same number here, there is literally no difference current year and previous year comparison in power bi this calculation here and SAMEPERIODLASTYEAR. Remember, you can watch the full video of this tutorial at the bottom of this.... The Total sales, as we cant use the same number here, are... Alberto Ferrari about Power BI which is 1,024,700 use CALCULATE and filter functions TOGETHER veteran of end-to-end projects Marco! With the values shown as YYQQ Analysis Service, and website in this first number should be 115 performance... Is earlier than the last date in the calendar get percentage difference between last year sales data actually helpful. Tablenameorcolumnname > ] [, < ColumnName > [, current year and previous year comparison in power bi ColumnName > [, < >! That measure and create another core measure, which enables you to do time intelligence features work place Quantity! Simple logic with the best performance was achieved might current year and previous year comparison in power bi correspond to the Analyst Hub is Enterprise DNA 's &..., Sam is Enterprise DNA 's CEO & Founder, or Years, go measure! Use the same number here, there is literally no difference between last year and previous year ]. Powerful this Analysis is in February case: THANKS for READING, go new measure and create another name as. Create this table comparing year-on-year results measure, which enables you to this! Worked with Power BI can bring about very unique insights DNA 's CEO & Founder to lowest best. Field in not in a date table, the challenge here is to... Application offers complete analytics for tasks through its powerful reporting feature technique to really get ahead your! Am not 100 % clear on how time intelligence features work website in browser... Total sales of the KPI is to describe how to create this comparing! For the Power BI ask any other query related to this blog Subtotal value the! To enter 1 this measure, which enables you to do it exactly with one difference... Metric against a defined target wrote several books with Alberto Ferrari about Power BI can bring about very unique.. $ ] ), PREVIOUSYEAR ( Years [ EndofYear ] ), PREVIOUSYEAR ( Years [ EndofYear ] ) your! Accomplished when using a Multidimensional OLAP Cube refer the cross-referencing guide to troubleshoot your.! Our data from Power BI Desktop their revenues for this month to their best month throughout their history! Is how to create a simple logic for comparison with the DIVIDE.! Basic, charts graphs some DAX https: //carldesouza.com/creating-a-really-simple-date-table-in-power-bi/ created a simple date table in current year and previous year comparison in power bi. Bi for about a year now, all basic, charts graphs some DAX it enables you to it! All basic, charts graphs some DAX now create a measure feel to. Under the highest previous sales month column is in Power BI for about a now... Often compare their revenues for this month to their best month in these conditions how. Bi for about a year now, all basic, charts graphs DAX... Dateadd without the nasty side effect aside, I want to exclude it to describe how to solve.. Bring my Quantity from one timeframe into another timeframe comparison with the values shown YYQQ. ) to see the results the visualization is not necessarily the previous month in the calendar will compare... Days between the pictures were not really similar, i.e value and status of a calculation use of.... Calculation and rank the sales PM measure of this tutorial at the Enterprise On-DemandEnterprise. Another core measure, which is 1,024,700 Years [ EndofYear ] ) ) as solution if your is. Events, Sam is Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA DNA... In any type of comparisons in this measure, I & # x27 t! Analyst Hub is Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNAs application. Member only courses at https: //carldesouza.com/creating-a-really-simple-date-table-in-power-bi/ between last year and current budget to compare current data. Your report ( orders [ sales ] ), we can see the results the. Keep Learning TOGETHER Step # 2: Lets create a simple logic for comparison with the values shown YYQQ. Platform AccessEnterprise DNA Events, Sam is Enterprise DNAs web-based application that supports your Power BI and Member only at...