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. Then, it returns the highest number which is 1,024,700. Im going to show you a couple of techniques that you can utilize for time comparisons like this. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. How to do it? Once connected, create a simple date table that holds dates between the year ranges. Reply. As can be seen from its long name, we can use it to compare some indicators year-on-year. 000242355/How-do-I-access-Power-BI-and-view-the-Year-Over-Year-Comparison-Report-in-CCH-Axcess-Workflow. What if I want to display current vs prior year number by LOB? ). A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. Read more, ALLSELECTED is a powerful function that can hide several traps. So thats our highest previous sales month. 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. Prior Year Comparison Month: IF [Comparison Month] AND YEAR([Order Date])=[Max Year]-1 THEN [Sales] END. You have to have a good Date table. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. This site uses Akismet to reduce spam. So it is comparing dates as the period in this case: THANKS FOR READING. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. 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. 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. 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. And the SAMEPERIODLASTYEAR function allows me to do it exactly with one year difference. Im going to call this Quantity Last Year. ***** Learning Power BI? 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. The main goal of this article is to describe how to write the Sales PM measure of this example. And remember, you can also change the context within here. 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. 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. As can be seen from its long name, we can use it to compare some indicators year-on-year. Have you struggled with comparing Last Year and Current Year sales data in Power BI? This data holds 3 years of Orders data. 3. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. You may need to do some data transformation before writing the DAX Measure. It returns a set of dates and the current selection from the previous year. The Sales Diff PM and % Sales Diff PM measures provide the difference between the Sales Amount of the month displayed in the row and the month displayed in the previous row of the matrix visualization. How to . Start using these techniques, including the waterfall model set up. By: Kenneth A. Omorodion | Updated: 2022-02-07 . This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. This comparison can totally give us an indication of how well the business is performing. And so from that, I can say Quantity Diff YoY (difference year on year). You can watch the full video of this tutorial at the bottom of this blog. There was nothing done in 2014. Year Month, FORMAT (YourDate, mmm yyyy), This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). 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. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. 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. First, just lets just do a quick recap of how you should set up your models. First, a simple view of our data. Hi Carl Hello! Be carefull with DATEADD! Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. I have simalar issue if you can help me with this. Make sure you register today for the Power BI Summit 2023. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 5. 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 Required fields are marked *. To ensure that the Tasks in the Year Over Year Comparison report are consistent with the data in your Workflow Account. Power BI: Year to Date Comparison for Current vs. Now, lets get down to the advanced calculations. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. Thanks for reading the content so far, I have a bonus for you. 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. 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) 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. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. BEFORE YOU LEAVE, I NEED YOUR HELP. Lindsay Betzendahl says: May 29, 2020 at 10:18 am . CALCULATE (
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