I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. How to do it? More about this problem and its solution is here. Im going to show you a couple of techniques that you can utilize for time comparisons like this. For example, in January 2018 there was a total of 320 in sales. You may need to do some data transformation before writing the DAX Measure. ALL ( Dates[Month & Year], Dates[MonthnYear] ), 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. 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. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. Dates[Month & Year] = DecPrevYear) These are some of the easiest things that you can do in Power BI. Marco is a business intelligence consultant and mentor. Add a Comment. See below. Select "New Quick Measure" and go in the time calculations. So the answer is going to depend on whether you have a date table in your model or not. View all posts by Sam McKay, CFA. You can save the search with the specified criteria to quickly run subsequent search queries. For instance, in the first year you only have records on 200 days and the current you have records on 260 days. VAR DecPrevYear = Dec & ( CurrYear 1 ) 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. Read more, This article explains how to create a Bravo for Power BI template to customize a Date table and the related Time Intelligence measures created by the tool. 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. Set the end date to TODAY() to display only values up to the current date. But we also need to specify only one row in the table, so you need to enter 1. 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 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. And remember, you can also change the context within here. 1. 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. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. We can actually do this in Power BI. The formula returns the corresponding month and year index. This data holds 3 years of Orders data. Meanwhile, the Month & Year column is actually a text field. How to Get Your Question Answered Quickly. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. As we can see by now, using DAX calculations in Power BI can bring about very unique insights. 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. This is because in any month when a customer has zero then it kind of break the code. 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 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. Im going to call this Quantity Last Year. 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. 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. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. Probably the PARALELLPERIOD function can be useful. 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. Without any knowledge how you set up your data model, help is quite difficult. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. To provide feedback on this solution, please. Inside there is a range of different apps and Ive already embedded my DATEADD formula pattern in here. When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. We have a lot of content about this function on Enterprise DNA, so definitely check them out. Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. 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. Thanks for your interest in Enterprise DNA Blogs! It is part of the date table. We had a great 2022 with a ton of feature releases to help you drive a data culture. 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. Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI. So it is comparing dates as the period in this case: THANKS FOR READING. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. First, just lets just do a quick recap of how you should set up your models. First, lets connect to our data from Power BI Desktop. Enterprise DNA On-DemandEnterprise DNA Platform AccessEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. The % Diff column is a dynamic number. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. A designer bases a KPI visual on a specific measure. Check your Visualization properties. And as soon as I heard it, I thought wow! The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. As can be seen from its long name, we can use it to compare some indicators year-on-year. This site uses Akismet to reduce spam. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. can you please post an example file of data so I can help you? In my data table, the MonthnYear column is a numeric field. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I ve worked with power bi for about a year now, all basic, charts graphs some DAX. 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. Then, it returns the highest number which is 1,024,700. If you look at this particular column here for the first quarter, you'll see the % Diff column. And so from that, I can say Quantity Diff YoY (difference year on year). The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. Top 10 Data Visualizations of 2022 Worth Looking at! 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. You have to have a good Date table. Visit our online support to submit a case. Please feel free to ask any other query related to this Blog Post. You do not want to do time intelligence time comparisons or time comparisons without a Date table. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) RacketLuncher 2 yr. ago. Same syntax as DATEADD without the nasty side effect. Your email address will not be published. Say hi at carl@carldesouza.com 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. CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). ). Learn how your comment data is processed. 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. 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. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). This article is an in-depth analysis of the behavior of ALLSELECTED, explaining shadow filter contexts, what they are and how they are used by ALLSELECTED. Sales Dec Last Year = So it is comparing dates as the period in this case: ***** Learning Power BI? 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. Finally, it checks whether the current date is earlier than the last date in the previous year. ***** Learning Power BI? As we move down the table, we can see that in July 2015, the result is now higher than the previous one. 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