As always, I welcome feedback Sales = SUM(FactResellerSales[SalesAmount]) instead of Sales = SUM(FactInternetSales[SalesAmount]), I might have used the wrong measure name but the tale name looks alright to me . document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); InterWorks uses cookies to allow us to better understand how the site is used. If you filter context is at month level; then you get the same month last year. Here we use the LASTDATE on the Date column in the Sales table to determine last date of the current selected year in the matrix. Many analyses start with a simple question: How are we doing compared to this time last year? The quick, easy way to answer that is to add up the numbers and compare prior year-to-date (PYTD) to the results of the current year-to-date (CYTD). By continuing to use this site, you consent to this policy. Variances were most often explained by the normal ebb and flow of operational conditions. How to organize workspaces in a Power BI environment? This result in a less efficient code. You have to use this function as a filter function. Before we conclude, here is the final behavior of our report: As we saw, Power BI is quite a powerful tool when it comes to time intelligence calculations. Hi @parry2k,I have considered creating measures for a monthly, quarterly, and yearly comparison, but the problem I foresee with this method is when management says they want to see a quarterly comparison instead of a monthly comparison, all the measures will have to be switched out on the visual to show the new time comparison. In order to enable the choice of two different time periods, the model must contain two date tables: one to select the current period, one to select the comparison period. Ratinger Strae 9 total sales 11/29/2018 vs total sales 11/29/2017 You can use below DAX code to get 2nd latest item and then use this in your code. Could you please help to share the pbix file along with your desired output. He has a BSc in Computer engineering; he has more than 20 years experience in data analysis, BI, databases, programming, and development mostly on Microsoft technologies. You can add a field to the Breakdown simply by drag and drop it to the breakdown section. Become a member and read every story on Medium! As an example; if user selected a date range from 1st of May 2008 to 25th of November 2008, the previous period should be calculated based on number of days between these two dates which is 208 days, and based on that previous period will be from 5th of October 2007 to 30th of April 2008. Do you have a Power BI Question? This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. The report periods use a naming convention of 201718.1, 201718.2 etc. The month to month comparison excel chart will appear in the worksheet. I am running into trouble when I have more data and additional relationships set up with the date key in the date table. We respect your privacy and take protecting it seriously. Same as start of period, for end of period I will use a simple calculation, but this time with LastDate() to find the latest date in the current selection. The report in Figure 1 shows the sales in the current period and in a comparison period. DateAdd works on the interval of DAY, as well as month, quarter and year, but ParallelPeriod only works on month, quarter, and year. , your one-stop-shop for Power BI-related projects/training/consultancy. Dax-sameperiodlastyear (Compare Current Year With Previous Year Sales The first step is to create a base measure to calculate Sales Amount: I will straight away create another measure, which will calculate same figures, but shifting one month back: There are multiple different ways to calculate this measure, but I prefer using DATEADD() function since it gives me more flexibility with shifting periods (thats an official excuse:)In reality, Im coming from the SQL world, where DATEADD() is one of the most important functions when working with dates). There is also an ability in this chart that may not be visible to everyone, and that is the breakdown option of this chart. You can navigate to periods in the past or future. So it is comparing dates as the period in this case: Create a slicer from your standard date table and name it "current period" and create a slicer from your "previous date selector" and name it "previous period.". Hello, I have a standard date table. This is an example of using ParallelPeriod: For every month, the ParallelPeriod expression will return a month before that, because in the parameters, we mentioned the month before: ParallelPeriod can be used to fetch the Sales of last month like this: As you can see in the above screenshot; ParallelPeriod will return sales of the entire last month, even if you are looking at the day level. the calculation here uses DatesBetween() DAX function to fetch all the dates between start of previous period and end of previous period; This was a very quick and simple post to show you a useful DAX calculation to find Dynamic Previous Period based on the selection of date range in Power BI report page. but i need to do calculations like Get BI news and original content in your inbox every 2 weeks! Our next task is to show CP Value and PP value based on start date and End Date, on top of the line chart to improve the readability of the view. to exclude the start of period to calculate twice, I'll move one more day back. Before proceeding , lets create two Parameter. If dealing with monthly data, the previous period is the previous . Under Allowable values, selectRange.5. by Andy Cotgreave). I have a table with school report data in it. So, lets create a measure for this. to exclude the start of period to calculate twice, Ill move one more day back. Get BI news and original content in your inbox every 2 weeks! This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. Sorted by: 0. I just create a measure under DimDate, as below: FirstDate() DAX function returns the first available date in the current evaluation context, which will be whatever filtered in the date range. I have a sample model from AdventureWorksDW source which includes two tables: DimCustomer, and FactInternetSales, and the two tables are connected using the CustomerKey; Lets say using the waterfall chart, I do have the analysis of SalesAmount (from the FactInternetSales) table by the OrderDate (from the FactInternetSales); This simply shows me the sales amount in each year and the total after the last year in the dataset. One of the challenges that new users have when using Power BI is to decide if they should use Power Pivot (DAX modelling) or Power Query (PQL shaping) to solve each problem . The reason why I choose to use this measure over an alternative measure is that I can easily change the filter on the page to show month vs month, quarter vs quarter, and year vs year, and all the visuals will update to reflect those changes. Create this calculated column: PERIOD_ID:=RANKX (ALL (Table1),Table1 [Year]&Table1 [Period],,ASC) Then we can reference that period ID to pull the previous period values, or none if it is the first period. Drag and release the CP/PP Line color from dimension pane to the Color field present in the Marks Shelf. I have used number of DAX functions such as FirstDate(), LastDate(), DateAdd(), DateDiff(), and PreviousDate() to do calculations. The above examples are from a dashboard as it would have looked at the end of December. However, the previous month in the visualization is not necessarily the previous month in the calendar. [Date] for SamePeriodLastYear and DateAdd functions. Comparing only those two points did not enable us to answer critical questions that distinguish the signal from the noise, such as: Take a look at some typical examples of comparing one period to another and think of how you might answer any of those questions given the displayed information. This completes our tutorial on month over month comparison Excel! Just recently, Ive come across a question on the LinkedIn platform, if its possible to create the following visualization in Power BI: Since one of the common business requests is to perform different comparisons between various time periods, I would say that Power BI has a lot to offer in this regard. This plot remains easy to follow as time goes on and more years make their way into the view. An alternative layout known as a cycle plot solves this problem. Your home for data science. Every month, our year-end total was either higher or lower than it was the previous month. KPI display yearly average with month over month trend. Line charts are good at showing the rise and fall in the data, and can even can show small variations. How might I go about doing this? Power BI REST API; What it is and Why it is Important, Build Your Own Power BI Audit Log; Usage Metrics Across the Entire Tenant. the difference for a student across all their subjects, in each individual subject, for a subject as a whole and so. Is it always compulsory to have . I can just reference my measures within a measure. Ramayana - Wikipedia However, I wanted to add some more ingredients here and enable our users to choose between MoM (Month-over-month) and YoY (Year-over-year) comparison. Calculation logic is just counting number of days in the current period and reducing it from the start and end of the current period to find previous period. Hi PBI users, I'm looking to create a dynamic SAMEPERIODLASTYEAR calculation. 40213 Dsseldorf If you want to get the sales for last months; then ParallelPeriod is your friend. We beat last year. The above situation grew out of reporting methods which focused on data at a single point in time subtracted from another point in time. you need three parameters for this function: ParllelPeriod(, , ). [DaysInterv] = DATEDIFF( MIN ( Calendrier[Date] ) ; MAX( Calendrier[Date] ) ;DAY ), [Previous Period Sales] = CALCULATE( [Total Sales] ; DATESINPERIOD(Calendrier[Date];MIN(Calendrier[Date])-1;- [DaysInterv]- 1;DAY) ), Hi Tristan, User-Centered Dashboard Development: Define, A New Look at Spotify Data Using Dataiku, Tableau and Python, Moving Objects Between S3 Buckets via AWS Lambda, Customizing Your Tableau Governance: A (Well) Documented Solution, Disney Data & Analytics Conference 2019 in Review, A Template for Date Calculations in Tableau. For example, consider the following year-over-year (YOY) calculation for Sales in December 2008 for a particular store. Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming unless customer is either a reseller or sales tax exempt. Here is the calculation step by step, Ill start with Start of Previous Period; DateAdd() DAX function adds a number of intervals to a date set. Power BI - Year over Year (YOY) Reports using SAMEPERIODLASTYEAR I have a table with school report data in it. To begin with, it is important to make the current year stand out with a different color and bolder line (inspired by an auto accidents viz by Andy Cotgreave). The max report cycle name measure is working, but Max - 1 isnt returning the correct result. . SelectedRCy2 = DISTINCT('Masked Report Data'[Report Cycle Name]). Also add a Card visual which shows SalesAmount from FactInternetSales table. DAX Patterns: Standard time-related calculations, Using calculation groups or many-to-many relationships for time intelligence selection, Understanding blank row and limited relationships, Using calculation groups or many to many relationships for time intelligence selection, Show the initial balance for any date selection in Power BI Unplugged #48, Counting consecutive days with sales Unplugged #47. The Ultimate Guide to Period-over-Period Analysis in Looker Also, our Line chart nicely visualizes trends for easier comparison, while Card visuals in the upper left corner show Sales Amount for the selected period and difference between two periods which we are comparing. Get the YTD of same period last year using DAX - Kasper On BI Amazon, Kindle, and all related logos are trademarks of Amazon.com, Inc. or its affiliates. 2022 Rajeev Pandey. . Returns a set of dates in the current selection from the previous year. If the context of the report is year, then you can use both parallelPeriod or DateAdd with yearly parameters. This article introduces the syntax and the basic functionalities of these new features. SamePeriodLastYear function when used in a real-world scenario it will act as a filter, and you can get the Sales of the same period last year with that using an expression like this: ParallelPeriod is another function that gives you the ability to get the parallel period to the current period. youd like to be added to my once-weekly email list, and dont forget This information is very useful. Reza is an active blogger and co-founder of RADACAD. Total Sales Last Year = CALCULATE ( [Total Sales], SAMEPERIODLASTYEAR (Dates [Date])) This measure will compare last year's period to the current period. date:11/29/2018 Wednesday. Tableau makes it easy to drill down from quarters to months or any other period appropriate for analysis. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. I use this a lot. 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). In the example we are considering, the selection made on the slicer shows just a few months. Reza. In the photo below the current period slicer is showing 6/1/2021-6/30/2021 and the previous period slicer is showing 5/1/2021-5/31/2021. and many other questions that lead to this final question: Which function should be used in which situation? Power Bi Kpi Month Over MonthIn a scenario where you are predicting He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. Hi Everyone,I am currently using the measure below to compare the current period and the previous period, but since the measure is going back by number of days I am running into a problem. However, the ParallelPeriod with year interval returns the sales for the entire year 2005. Thanks for sharing. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. we dont want to duplicate values of date in current and previous calculations). These are not three separate DAX expressions or measure, this is only one measure which I explained step by step. A Medium publication sharing concepts, ideas and codes. Reza is an active blogger and co-founder of RADACAD. ( I want the due date with 10 working days) Could you please help. The sorting is based on the variance (not the percentage). below is an example of these two measures: For August 2006 for example; the SamePeriodLastYear gives us the sales of August 2005. Now you can create all the views. Current Vs Previous Period Comparison in Tableau LASTNONBLANK ( , ), 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). Current Period Vs Previous Period Comparison in Tableau by Olga Tsubiks How to Compare the Last Two Full Days, Weeks, or Months by Ryan Sleeper Step 1: Normalize the value The only thing which we need to keep in mind is to normalize the value so that we can compare two different periods on the same axis. So I have implemented this brilliant idea of how to compare current period vs. previous period. Read more, Learn how to use the new DAX window functions (INDEX, OFFSET, and WINDOW) to manipulate tables by sorting and partitioning data. You need to follow only three simple steps using DAX to achieve this in Power BI. Read more. However, if you do not have data after December 25, 2008, you might want to compare only the same range of days (December 1 to 25) in the year-over-year comparison. Hi@parry2k,What do you think about the solution above?If you think it can be useful please consider accepting it as a solution. This is the example expression to calculate the sales for yesterday: Comparing these two functions with each other; you can see that DateAdd works on the period dynamically (like SamePeriodLastYear), but the ParallelPeriod works statically on the interval mentioned as the parameter. That leads us to the conclusion that DateAdd(,-1, Year) is similar to SamePeriodLastYear, however, one difference is still there: SamePeriodLastYear only goes one year back, DateAdd can go two years back or even more. here is the full expression: Similar to the Start of Previous Period calculation, this calculation is exactly the same the only difference is using LastDate(); You dont need to create this measure, I have only created this to do a sanity check to see do I have same number of days in this period compared with previous period or not; Now if I add all of these measure to the report with card visuals again I can see previous period calculation works correctly; With every change you apply in date range slicer you can see the previous period calculates the range again, it will be always same number of days as the current period, but same number of days BEFORE. Anticipating further questions in the dashboard design process can help avoid wasted effort explaining variances that are well within normal ranges or may even contribute to a favorable trend despite being unfavorable at a point in time. 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. Make sure that there is only one Active relationship between these two tables based on OrderDateKey in the FactInternetSales table and DateKey in the DimDate table. Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. Evaluates an expression in a context modified by filters. Let's look into the various elements: current_vs_previous_period_advanced is the heart of this tutorial, this dimension will slice your data in 2 distinct values: the current (or reference) timeframe and the comparison one. Thanks a lot Reza Rad!! Using Measure to Compare Current Period to Previous Period. Once every calculation is ready , we need to test the authenticity of the calculation by creating a crosstab.This will help us to validate all the calculation which we are planning to use in this dashboard . Hi Cody Proud to be a Super User! The Waterfall chart is a good visualization to show you changes on value over a sequence, The sequence can be time, or date or workflow steps, etc. Create a new measure called "Previous Date Selector" and use your date table as the parameter value. Plotting year-to-date sales for the current and prior year makes it clear how things progressed through the year. What To Consider When Comparing Current vs. Prior Periods This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. This function takes the current set of dates in the column specified by dates, shifts the first date and the last date the specified number of intervals, and then returns all contiguous dates between the two shifted dates.If the interval is a partial range of month, quarter, or year then any partial months in the result . And if the answer is DAX, then they also need to decide if it should be a measure or calculated column . The blank row is not created for limited relationships. Compare equivalent periods in DAX - SQLBI ALLSELECTED ( [] [, [, [, ] ] ] ). If you are slicing and dicing in a month or quarter level; this would give you the same month or quarter last year. I have a Matrix visual where you can drill down between Year, YYQQ and YYMMM.