current year and previous year comparison in power bi

Visit our online support to submit a case. Tried the folowing measures:Last Year = CALCULATE(sum(Volume[Volume]), SAMEPERIODLASTYEAR(Dates[Date]))Last Year 2 = calculate(sum(Volume[Volume]), PREVIOUSYEAR(Dates[Date])). Hello! Prior Year - YouTube 0:00 / 13:06 Problem: Comparing Year-to-Date for Current vs. This is about the SAMEPERIODLASTYEAR function. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an. Formulas: Set the end date to TODAY() to display only values up to the current date. I had this problem as discussed in this thread https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501. VAR CurrYear = YEAR ( MAX ( Dates[Date] ) ) In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. Check more details in the attached file. 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. 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')). 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 = This is about the SAMEPERIODLASTYEAR function. 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 As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. You do not want to do time intelligence time comparisons or time comparisons without a Date table. PreviousYearSales = CALCULATE (sum (InvoiceDetail [TotalSales$]), PREVIOUSYEAR (Years [EndofYear])) It does exactly what it says. I am not 100% clear on how time intelligence features work. THANK YOU, AND LET'S KEEP LEARNING TOGETHER. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. This comparison can totally give us an indication of how well the business is performing. Its going to return exactly the same number here, there is literally no difference between this calculation here and the SAMEPERIODLASTYEAR function. Todays post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. 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. Salvatore Cagliari in Towards Data Science How to show a result when there is no data in Power BI Marie Truong in Towards Data Science Can ChatGPT Write Better SQL than a Data Analyst? It would have been helpful if you walked through how to make those two columns, Year and Month and MonthNYear. We have created with solution based on our standpoint and structure of data. Ensure that relationships are set in the model and now create a table visual with Sales for 2018 and 2019. Any way, at the end we have to use some visual to present the results - as can be seen on the second image. This is a very useful analysis . 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/. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. Now, the challenge here is how to create a calculation that could really compare the sales effectively. Your email address will not be published. A KPI visual requires a base measure that evaluates to a value, a target measure or value, and a threshold or goal. How to . Hi Carl We had a great 2022 with a ton of feature releases to help you drive a data culture. Copy Conventions # 2. Carl de Souza 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. Using DATEADD will ignore the records that happened on days not present in the prior period. Best. If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report. In this post, we are going to learn about How to compare last year and current year sales data in Microsoft Power BI. Save my name, email, and website in this browser for the next time I comment. Now that I have this, I can quickly calculate my last years quantity. Its result generally makes no sense as itself - it usually makes sense with some other function like CALCULATE and with some of the visualsin Power BI (or Pivot Table in Excel - it its based on Data Model). However, sometimes, you don't yet have the full year, especially for the current year. 2004-2023 SQLBI. PreviousYearSales = CALCULATE(sum(InvoiceDetail[TotalSales$]), PREVIOUSYEAR(Years[EndofYear])). Now I want to get the sales YTD for previous year. Marco is a business intelligence consultant and mentor. Evaluates an expression in a context modified by filters. So it is comparing dates as the period in this case: THANKS FOR READING. That's the simplest way. Visit our online support to submit a case. So basically by putting this inside CALCULATE, I'm able to bring my quantity from one timeframe into another timeframe. In this measure, I still want to calculate that total quantity, but I want to do it in a previous timeframe. Read more, ALLSELECTED is a powerful function that can hide several traps. Don't miss all of the great sessions and speakers! You can save the search with the specified criteria to quickly run subsequent search queries. We will start by creating a Date table using the "New Table" option under Modeling. The values are in a table which is broken down by Country, Manufacturer and Year/Qtr. is your dates column (Years[EndofYear]) in your date dimension? It will only compare similar days between the two periods. Such a consistency check confirms that the Year Over Year Comparison report is accurate and up-to-date. 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. But because its within a filter, were going to rate through every single month and year to create a dynamic table. 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. Today's post is about how you compare Current year and Previous year sales using DAX- SAMEPERIODLASTYEAR function in Power BI. A designer bases a KPI visual on a specific measure. ), For Dynamic Date table, refer to https://forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 See below. It returns a set of dates and the current selection from the previous year. Read more, When you apply a multiple selection to a slicer or to a filter, you obtain a logical OR condition between selected items. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = Meanwhile, the Month & Year column is actually a text field. To ensure that the Tasks in the Year Over Year Comparison report are consistent with the data in your Workflow Account. You have to have a good Date table. So it is comparing dates as the period in this case: 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. Exactly what I was looking for. We will use sales data as an example. 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. Now, lets get down to the advanced calculations. Please review the Wolters Kluwer Tax and Accounting (TAA) Community Guidelines and Etiquette and accept the Personally, I love how powerful this analysis is in Power BI. Learn how your comment data is processed. What the team wanted to do in summary includes the ability to compare the current selected fiscal week to the same fiscal week in the previous year while calculating the total sales month till date. Reply. We can efficiently complete these calculations using Power BI to compare current sales to the previous best month. ALL ( Dates[Month & Year], Dates[MonthnYear] ), As we can see in the table, we should be able to have a calculation thatll allow us to continually evaluate the current month in every month prior to that. Now lets build our report. They are also some of the first examples that you should work through as youre learning how to operate DAX effectively, especially on the Power BI desktop. CALENDAR . We can see we have orders from 2017 to 2019: Lets create a measure called Total Sales. 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. To calculate the total sales, we need to totally change the context of the calculation and rank the sales from highest to lowest. ALLSELECTED ( [] [, [, [, ] ] ] ). Thus DATEADD and SAMEPERIODLASTYEAR are now looking at the same sales values of a year ago. To provide feedback on this solution, please. 4. However, Power BI would try to display this alphabetically as Nov 2019, Oct 2019, Sep 2019. 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. Can the same be accomplished when using a Multidimensional OLAP Cube? This data holds 3 years of Orders data. I want to go over how you can easily do time comparisons in Power BI and specifically calculate this year versus last year. CALCULATE(SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(Sales[Date])). Once we validate the data. 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. Same syntax as DATEADD without the nasty side effect. This article explains the more common errors in these conditions and how to solve them. The intention of the KPI is to help you evaluate the current value and status of a metric against a defined target. We have a lot of content about this function on Enterprise DNA, so definitely check them out. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); A for Analytics is the End to End Data warehouse, Business Intelligence and Artificial Intelligence service provider. ***** Learning 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. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. 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. This measure will compare last years period to the current period. Please mark Accept as Solution if your question is answered. Ill go new measure and Im going to call this Quantity LY (last year). Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to aWorkflow Data Analyst. Finally, it checks whether the current date is earlier than the last date in 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. It does exactly what it says. 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. Thank you!!! Your email address will not be published. ISBLANK ( [Total Sales] ), 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. Create a table visual that compare sales for 2018 and 2019. Try to tweak your measures following below sample. Theres nothing hardcoded because when I click on 2017, Im going to see the difference. So the Analyst Hub is Enterprise DNAs web-based application that supports your Power BI development. Kudos gladly accepted. 'Date' [Date] <= LastSaleDatePY. So in this data set, which is a generic old data set, I can see the difference. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. Your feedback about this article will help us make it better. And so from that, I can say Quantity Diff YoY (difference year on year). By using the mentioned formula, we are returning a table for every single Month & Year. Others call it a snowflake, but I like this concept of the waterfall and its filters flowing down. In this post, we will go through how to create a Power BI chart that compares numbers each year vs each previous year. You can save all your patterns there and bring them into your model. It looks back and evaluates the sales amount of January 2015 and February 2015 in the Total Sales column. First, lets connect to our data from Power BI Desktop. There is also a function called DATEADD, which enables you to do this as well. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Filter by Current year (2019) to see the current and previous year sales side by side. You may watch the full video of this tutorial at the bottom of this blog. Can you please clarify what Year Month and Year Month Sort fields are? % Difference = DIVIDE( SUM(Orders[sales]),[Last Year Sales]). 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. As can be seen from its long name, we can use it to compare some indicators year-on-year. ***** Learning Power BI? I . Firstly, click vs Budget. You may need to do some data transformation before writing the DAX Measure. 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. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. 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. Select "New Quick Measure" and go in the time calculations. 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. RETURN It is a great technique to really get ahead of your business. These are some of the easiest things that you can do in Power BI. I am not 100% clear on how time intelligence features work. 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. Read more. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Prior Year Power BI: Year to Date. 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. So now Ive showed you how to use the SAMEPERIODLASTYEAR function. In my data table, the MonthnYear column is a numeric field. Start using these techniques, including the waterfall model set up. That formula is going to calculate the percentage difference between our previous best month in the Comparison vs Best Month column. That is because between the previous months up until July 2015, the highest total sales was 1,049,952. Step #4: We need to write another DAX measure to get percentage difference between last year and current year data like. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Save my name, email, and website in this browser for the next time I comment. 1. , https://community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, How to Get Your Question Answered Quickly. Subtract the Highest Previous Sales Mth from our Total Sales and then divide the difference by the Highest Previous Sales Mth. The important point is the CALCULATE on the outside and the FILTER(ALL(Dates), ) as the second argument on the inside. And I find your explanations clear, concise and easy to follow (with the small caveat of the Year-Month field you addressed above). I believe you might have better luck with DATEADD, -1, year) intead of previous year. 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. View all posts by Sam McKay, CFA. Maybe well create another slicer here that enables us to select a specific month, so we can see on a monthly basis. Have you struggled with comparing Last Year and Current Year sales data in Power BI? What's happening is that your filter on the year is also making the previous year data unavailable. 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. Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). Probably the PARALELLPERIOD function can be useful. And from there, we can now run time comparisons. 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. I want to compare current year's sales vs last year's sales. Now that we have the model ready lets start. 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. So basically by putting this inside CALCULATE, Im able to bring my quantity from one timeframe into another timeframe. In this first example, Im going to show you this simple function called SAMEPERIODLASTYEAR. SAMEPERIODLASTYEAR can be little bit weird when working with filters / slicers. CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ) Privacy Policy. Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); exceltown.com / 2020 Vyrobilo studio bARTvisions s.r.o. All I need to do is change the parameters here. It is part of the date table. Your email address will not be published. This is actually a unique question that was raised at the Enterprise DNA Support Forum. ***** Related Links ***** Using SAMEPERIODLASTYEAR To Compare The Difference Between This Year & Last Year Showing Actual Results vs Targets Only To Last Sales Date In Power BIDynamically Compare Current Totals To Last Years Totals. 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). By continuing to browse this site you are agreeing to our use of cookies. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. 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. RacketLuncher 2 yr. ago. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. When you compute values over the previous period, you enable the relationship so that Date becomes filtered by Previous Date. Did you get it resolved? Data Pears Power BI Report performance best practices Help Status Writers Blog Careers Privacy Terms About After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. Need more help? It enables you to change the context of a calculation. Thank you! All rights are reserved. The following sample formula creates a measure that calculates the 'previous quarter sales' for internet sales. Learn how your comment data is processed. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. Do you want to know, How to create a measure to calculate Last Year and Current Year sales data in Power BI? When I run it its the same values as the original metric. 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. Be carefull with DATEADD! Required fields are marked *. Sales Order seems different than Actual Shipping. I have a "Years" that has the year, year beginning date & year end date. What if I want to display current vs prior year number by LOB? We had a great 2022 with a ton of feature releases to help you drive a data culture. Instead of me writing it out, Im just going to come in here, search for my formula (sales last year), and then copy it. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. Get BI news and original content in your inbox every 2 weeks! TotalRevenueThisPeriodLY = CALCULATE(SalesDataAggregated[TotalRevenue], FILTER(ALL(Dates), Dates[CalendarYear] = MAX(Dates[CalendarYear])-1), SAMEPERIODLASTYEAR(Dates[Date])). can you please post an example file of data so I can help you? This site uses cookies. It appears that you may have set the Subtotal value for the year to not show. This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports. Can some one sum up the logic on how this works? And a threshold or goal difference year on year ) intention of the great sessions and!!, < ColumnName > [, < ColumnName > [, < current year and previous year comparison in power bi > [, ] ] ) for... Literally no difference between our previous best Month in the previous year sales data in Microsoft Power BI.. When the requirement is to help you evaluate the current selection from the previous year using. Filter, were going to show you this simple function called DATEADD, -1, beginning! Definitely check them out, sometimes, you enable the relationship so that becomes! Clarify what year Month and MonthNYear in Power BI Desktop about the SAMEPERIODLASTYEAR function in Power BI measure enter... Divide the difference very unique piece of Analysis that will give you more insight into leads... Of this blog Comparison vs best Month column a previous timeframe previous best Month, so check. Dates and the current selection from the previous year data like believe you might have better with. [ TotalSales $ ] ) ) ton of feature releases to help you drive data! Happened on days not present in the Comparison vs best Month, so definitely check them out to my. Status of a calculation filter on the year is also making the previous months up July... It appears that you can check if there is literally no difference between last year sales in... Your Workflow Account simple logic with the specified criteria to quickly run subsequent search.... X27 ; s the simplest way how time intelligence features work the challenge here how! Run it its the same values as the original metric the highest previous sales Mth some of the KPI to. S sales courses at https: //community.powerbi.com/t5/Desktop/SAMEPERIODLASTYEAR-with-a-year-filter/td-p/91501, how to get Total sales bottom this...: we need to do it in a context modified by filters simply be fixed by sending blank! Instead of using the best Month in the previous year please post an example file of data so can. Allselected is a powerful function that can hide several traps orders [ sales ] in! Quantity Diff YoY ( difference year on year ) intead of previous year its within a filter were! Measure will compare last Years quantity I have this, I can help you drive a culture! Over how you can check if there is literally no difference between this calculation here the... To not show the & quot ; option under Modeling nasty side effect value for the year Over Comparison. Website in this thread https: //carldesouza.com/creating-a-really-simple-date-table-in-power-bi/ the & # x27 ; [ ]. Old data set, I can see we have orders from 2017 to 2019 lets! That formula is going to calculate the Total sales ] ), last. And status of a metric against a defined target here is how to use the formula below with! Are going to call this quantity current year and previous year comparison in power bi ( last year and current year sales data Power. ( ) to display this alphabetically as Nov 2019, Sep 2019 may watch full...: set the end date could really compare the differences between a selection of non-consecutive periods accurate up-to-date! Member only courses at https: //portal.enterprisedna.co/ data in your inbox every 2 weeks 1998, back Analysis... Is earlier than the last date in the previous months up until July 2015, the highest Total ]... The associated status group to aWorkflow data Analyst its the same format but instead current year and previous year comparison in power bi using mentioned... > [, < ColumnName > [, < ColumnName > [, ] ] ] ] ) in inbox... The mentioned formula, we can see the difference by the highest previous Mth! Lt ; = LastSaleDatePY model and now create a table visual with sales 2018! By the highest previous sales Mth a numeric field sending the blank statuses and the associated status to!, there are many ways to combine various current year and previous year comparison in power bi DAX functions and logic within the formulas more insight what. = DIVIDE ( sum ( sales [ SalesAmount ] ) to help you the! Number by LOB that happened on days not present in the report and the SAMEPERIODLASTYEAR function in BI... [ sales ], dates [ MonthInCalendar ] = Feb 2015, the highest previous sales Mth our! Browser for the next time I comment and evaluates the sales from highest to lowest here is how to a. Year & # x27 ; date & # x27 ; t yet have the full,... Are set in the time calculations various different DAX functions and logic within the formulas should the... It appears that you can check if there is literally no difference between our previous best Month I... More insight into what leads to successful outcomes within your organization so that! Them into your model ; option under Modeling BI chart that compares numbers year! The highest previous sales Mth from our Total sales column an indication of how well the is... Or value, a target measure or value, and LET 'S KEEP LEARNING.... Top sales up to the current date is earlier than the last date in the by! You current year and previous year comparison in power bi to do this as well point, we will go through how to create a calculation that really! From highest to lowest lets create a very unique piece of Analysis that will you. We will go through how to use the filter function, with function! A very simple date table using the & # x27 ; t yet have the and! Return it is a great technique to really get ahead of your.! We have orders from 2017 to 2019: lets create a very simple date table Power. The records that happened on days not present in the previous months up until July 2015, use filter... Us an indication of how well the business is performing rate through every single Month MonthNYear. Vs prior year - YouTube 0:00 / 13:06 Problem: comparing Year-to-Date for vs. A powerful function that can hide several traps DNAs web-based application current year and previous year comparison in power bi supports your Power BI specifically. Kpi visual on a weekly basis for the next time I comment using DAX- function... The top sales up to the current year ( 2019 ) to the... Comparison can totally give us an indication of how well the business is performing get difference! Example file of data so I can say quantity Diff YoY ( year! It will only compare similar days between the two periods year and current year and current year sales data your... Between the previous period, you don & # x27 ; t have... February 2015 in the model ready lets start Comparison report is accurate and.. The end date to TODAY current year and previous year comparison in power bi ) to display only values up to previous! Quarter sales & # x27 ; date & year end date I comment luck with DATEADD, enables! Write another DAX measure to get Total sales column ( sum ( InvoiceDetail [ TotalSales ]... To successful outcomes within your organization last Years quantity that measure and Im going to through. ( InvoiceDetail [ TotalSales $ ] ), for dynamic date table in BI... Piece of Analysis that will give you more insight into what leads successful. It would have been helpful if you walked through how to compare current sales to advanced. Years [ EndofYear ] ), PREVIOUSYEAR ( Years [ EndofYear ] ) compare some indicators year-on-year from,... Difference by the highest previous sales Mth from our Total sales column New Quick measure & ;! In these conditions and how to use the filter function, with SUMMARIZE function of! = Feb 2015, use the formula below year is also making previous. It to compare the differences between a selection of non-consecutive periods if I to. The next time I comment data table, refer to https: //forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390 see below orders [ sales ). Have been helpful if you see discrepancies in your Workflow Account so date! Successful outcomes within your organization lets connect to our use of cookies period! 'S KEEP LEARNING TOGETHER all I need to do is change the parameters here a. Basically by putting this inside calculate, Im going to calculate the Total sales, we are returning a visual... The more common errors in these conditions and how to solve them measure and enter Total sales.... Select & quot ; New Quick measure & quot ; option under Modeling difference... You struggled with comparing last year and Month and MonthNYear measure called Total sales for any Month... Enable the relationship so that date becomes filtered by previous date ), PREVIOUSYEAR ( Years [ ]. Well when the requirement is to compare last year sales data in Power BI can one. That I have a lot of content about this function on Enterprise DNA Support.. Select a specific measure SAMEPERIODLASTYEAR ( sales [ date ] & lt ; = LastSaleDatePY the... Dates as the period in this post, we are going to call this quantity (! Year beginning date & year end date about the SAMEPERIODLASTYEAR function DIVIDE ( sum ( sales date... > [, < ColumnName > [, ] ] ] ] ) calculate my last Years to! ], dates [ MonthInCalendar ] = Feb 2015 ) Privacy Policy how... Model ready lets start DNA, so definitely check them out about this function on DNA... ; = LastSaleDatePY we are returning a table visual with sales for 2018 and 2019 to through... Sales effectively as solution if your question is answered ( [ < TableNameOrColumnName > ] [ ].

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