This code stores the last date of sales into LastSaleDate, then it moves it back one year (twelve months) using the EDATE function. Using SAMEPERIODLASTYEAR To Compare The Difference Between This Year & Last Year, Dynamically Compare Current Totals To Last Years Totals, FREE COURSE Ultimate Beginners Guide To Power BI, FREE COURSE Ultimate Beginners Guide To DAX, FREE 60 Page DAX Reference Guide Download, https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/, https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390, Brand New Course: Introduction to Statistics for Data Analysts, Get Ready for the Enterprise DNA Challenges Platform. 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. VAR DecPrevYear = Dec & ( CurrYear 1 ) Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. We will use the sample data from here and connect as in the example. We can actually work out the difference of this year versus last year. 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. What's happening is that your filter on the year is also making the previous year data unavailable. I also recommend that you use the Analyst Hub. 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. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. Dates[Month & Year] = DecPrevYear) As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. Visit our online support to submit a case. Jan 2017: 300, Thank you for your explanation, this is help full for me, this was great how would you dynamically rename the measures? The formula returns the corresponding month and year index. IF ( This is where I can use a function called CALCULATE. Finally, it checks whether the current date is earlier than the last date in the previous year. 'Date' [Date] <= LastSaleDatePY. This site uses Akismet to reduce spam. There was nothing done in 2014. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. As an aside, I noticed your column names between the pictures were not really similar, i.e. Im going to drag my Total Quantity measure into the table so we can see the results. 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. It enables you to change the context of a calculation. 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. Here in this table, you can see what should be our end product. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. 1. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. Might you help me? 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 The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. Visit our online support to submit a case. ALLSELECTED ( [] [, [, [, ] ] ] ). The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. We will start with new measure creation: You can simply subtract Revenue and "Previous period" measure and see the improvement. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. 000242355/How-do-I-access-Power-BI-and-view-the-Year-Over-Year-Comparison-Report-in-CCH-Axcess-Workflow. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. dax = calculate(sum(internetsales usd [s Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. 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. % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). 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? This is about the SAMEPERIODLASTYEAR function. To return the highest amount, we need to use the TOPN formula. In that case, the previous element in a visualization might not correspond to the previous element in the data model. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). Im going to show you a couple of techniques that you can utilize for time comparisons like this. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL. Your email address will not be published. Thanks for reading the content so far, I have a bonus for you. This is the calculation that worked for me. I'll start with a regular matrix that shows the sales by year. Required fields are marked *. Thanks for your interest in Enterprise DNA Blogs! Your email address will not be published. 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. Just make sure that there is historical data on the matching date last year. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 We have Created the DAX measure to calculate the percentage difference of Current Year and Previous Year data but in the Table, you can only see decimal which is not formatted to percentage. 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. I have a "Years" that has the year, year beginning date & year end date. Your email address will not be published. Hello! A for Analytics is working super hard to provide detailed information about the problem in blog and video. Can you please clarify what Year Month and Year Month Sort fields are? Instead of sales, Im going to create another core measure, which is Total Quantity. I . It will only compare similar days between the two periods. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. So it is comparing dates as the period in this case: THANKS FOR READING. You may need to do some data transformation before writing the DAX Measure. Required fields are marked *. In this blog tutorial, I showed you a couple of ways to 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. By continuing to browse this site you are agreeing to our use of cookies. As can be seen from its long name, we can use it to compare some indicators year-on-year. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. So thats our highest previous sales month. 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. Without any knowledge how you set up your data model, help is quite difficult. The % Diff column is a dynamic number. Best. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. 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. First, just lets just do a quick recap of how you should set up your models. Get BI news and original content in your inbox every 2 weeks! | The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Sometimes, its not only worthwhile to analyze historic months, quarters, or years. We can actually do this in Power BI. 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. 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. Have you struggled with comparing Last Year and Current Year sales data in Power BI? Subtract the Highest Previous Sales Mth from our Total Sales and then divide the difference by the Highest Previous Sales Mth. You can save all your patterns there and bring them into your model. 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/. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. Theres nothing hardcoded because when I click on 2017, Im going to see the difference. Meanwhile, the Month & Year column is actually a text field. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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). Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the How to Get Your Question Answered Quickly. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. 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. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. The second most common are unmapped statuses. We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. Hi Carl CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). 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). All I need to do is change the parameters here. Its just reusing the patterns over and over again. This measure will compare last years period to the current period. For comparing always with Previous Dec, try below measure. You may watch the full video of this tutorial at the bottom of this blog. Dynamically Compare Current Totals To Last Years Totals Conclusion Sometimes, it's not only worthwhile to analyze historic months, quarters, or years. PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. What if I want to display current vs prior year number by LOB? 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. So in this data set, which is a generic old data set, I can see the difference. It does exactly what it says. Instead, use PARALLELPERIOD(). 3. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. More about this problem and its solution is here. CALCULATE ( Copy Conventions # 2. And we can turn that into a visualization quite easily now I can get the quantity difference on a daily basis. Once we validate the data. Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. We might want to filter this down a bit more. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. CALCULATE -calculate combines results of included functions (SUM, SAMEPERIODLASTYEAR, ALL), ('MyTable') - all rows from MyTable are used, DAX query language for Power BI and Power Pivot. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) When we look back on the table, we can see that June 2015 has the new highest number after 1, 024, 700. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. RETURN When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. If you look at this particular column here for the first quarter, you'll see the % Diff column. Now lets build our report. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = Im going to show you a better combination to use, but I just showed you this one because I dont want you to get too confused. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. 2. And as soon as I heard it, I thought wow! After that, the report will automatically compare the data between actuals and current budget. 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? See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. 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) 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. Step #5: Once created the DAX Measure, we need to add it to the table or any other type of visualization. Lindsay Betzendahl says: May 29, 2020 at 10:18 am . All rights are reserved. I have simalar issue if you can help me with this. Check more details in the attached file. (This year current month vs previous year same month) Like Like. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). 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. So it is comparing dates as the period in this case: It is part of the date table. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). 4. I haven't used OLAP cubes in Power BI yet, so I can't answer in detail. Consultancy for complex spreadsheets creation, SUMMARIZE groupping in data models (DAX Power Pivot, Power BI), LOOKUPVALUE assigning of values from other table without relation (DAX Power Pivot, Power BI), SUMX vs SUM key differences very briefly (DAX Power Pivot, Power BI), SELECTCOLUMNS select some columns from table (DAX Power Pivot, Power BI), Mass mailing in Power Automate sending with attachments, Value from Power Apps into a Excel cell using Power Automate and Office Script, SAMEPERIODLASTYEAR comparison with previous, Previous period = CALCULATE(SUM('MyTable'[Revenue]);SAMEPERIODLASTYEAR('MyTable'[Date]);ALL('MyTable')). The problem i have with the dax code is that once i drag in customer name to the table then the formula doest seem to work correctly. 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. This is called measure branching. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. This will return Feb 2015 Sales even for Month where there was no sales. First, a simple view of our data. ***** 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. It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. 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. Im going to call this Quantity Last Year. I am not 100% clear on how time intelligence features work. By: Kenneth A. Omorodion | Updated: 2022-02-07 . I am filter sales out for 2015 and the "PreviousYearSales" come out blank?! Select "New Quick Measure" and go in the time calculations. Sales Dec Last Year = But essentially, you need to change the filter context for the previous/last year measure using the CALCULATE function. 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. Jan 2018: 110 From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. Carl de Souza It is a great technique to really get ahead of your business. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. 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. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. The Year/Qtr field in not in a date format it is a text field with the values shown as YYQQ. Firstly, click vs Budget. You may watch the full video of this tutorial at the bottom of this blog. These are some of the easiest things that you can do in Power BI. February 2020. Read more, ALLSELECTED is a powerful function that can hide several traps. 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. Formulas, data structure etc. And for this, I want to jump quickly to the analyst topic case. ALL ( Dates[Month & Year], Dates[MonthnYear] ), In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. Make sure you register today for the Power BI Summit 2023. This is a very useful analysis . I want to compare current year's sales vs last year's sales. RacketLuncher 2 yr. ago. Create a table visual that compare sales for 2018 and 2019. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. This is because in any month when a customer has zero then it kind of break the code. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. This is the waterfall technique that I talk a lot about. Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. If I wanted to not select anything there, I can actually see the monthly difference very easily without having to change any of my calculations. In this first example, I'm going to show you this simple function called SAMEPERIODLASTYEAR. 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. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. 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. 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. Mount Chambers, Vasan Avenue, near Ananda Vikatan, Anna Salai, Thousand Lights, Chennai, Tamil Nadu - 600002. Tried the folowing measures: Last Year = CALCULATE (sum (Volume [Volume]), SAMEPERIODLASTYEAR (Dates [Date])) 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. I am not 100% clear on how time intelligence features work.

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