We know from previous analysis that November is the month the current year began outperforming the chosen metrics. The sorting is based on the variance (not the percentage). Calculating the previous quarter-to-date in Power BI and DAX. Time intelligence calculations in DAX are usually created considering consecutive periods in any type of comparisons. I can just reference my measures within a measure. However if you have a dynamic range of date, and you want to find the previous period of that dynamic selection, then Parallel Period cant give you the answer. 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. Cheers In the example we are considering, the selection made on the slicer shows just a few months. The above examples are from a dashboard as it would have looked at the end of December. Fit the design to your data instead of molding it into an established norm. file size: 100 MB. Create a measure with the following dax. Basically, all kinds of comparisons between different periods can be created most common ones even without needing to write a single line of DAX! 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). Calculating and comparing the difference between the current year data and the previous year's is really easy. I cant upload the pbix as using office system. I have a table with school report data in it. He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. Let's use the following fields from the. DateAdd can be used like this: DateAdd(, , ). Reza. 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. Hi PBI users, I'm looking to create a dynamic SAMEPERIODLASTYEAR calculation. Thanks a lot Reza Rad!! Power BI - Year over Year (YOY) Reports using SAMEPERIODLASTYEAR For example, consider the following year-over-year (YOY) calculation for Sales in December 2008 for a particular store. 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. Variances were most often explained by the normal ebb and flow of operational conditions. Is this variance within the range of normal fluctuations, or is it unusually high/low? Changing it from last year to an average over the last four years tells us how this year compares with normal conditions. While I would argue that a dashboard with a cycle plot and year-to-date totals would be the most appropriate for this situation, it wont be the right choice for everything. KPI display yearly average with month over month trend. A more static and agreed-upon number ensures consistency over time. Reza. Previous period calculation should be number of days in this period minus start of current period. 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. This result in a less efficient code. Re: Dynamic SAMEPERIODLASTYEAR - Microsoft Power BI Community The output is in the screen shot (and also in the PBIX file), although here I have hard coded the report cycle names in the measures to illustrate what I am trying to achieve dynamically. REMOVEFILTERS ( [] [, [, [, ] ] ] ). By continuing to use this site, you consent to this policy. However, another approach could be looking for the last day available for any store. For each report, they get a number grade (called the attainment track). 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. DateAdd can be used in a Day level too. This one is great! 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. Not sure if it is a great UX but if it solves your needs, well done. Whether the baseline is the prior-year or a multi-year average, both options result in an ever-changing benchmark. When the durations of both time periods are different, we should adjust the values to make a fair comparison. Sometimes, you can use a simplified version of the filter for PY Last Day Absolute measure, leveraging on the current day, or the previous day, for example using this approach for the variable CurrentRange: However, if for any reason you do not receive updated data, the dynamic measure extends the range of the comparison in the previous year even if the data available do not have the latest days. The previous period will show May 1st to May 30th, but leave out May 31st because the measure goes back by the number of days, not by month.Can this measure be modified to show the previous period as a complete month? for calculating the sales of 2 years ago, then ParallelPeriod is your friend. You can check all of them in more depth here. Dashboard Sharing and Manage Permissions in Power BI; Simple, but Useful? The sales of the comparison period must be adjusted using the number of days in each period as the allocation factor. Add your two values to the visual you would like to use to compare the current period to the previous period. eg 2020 to 2019, 2021 to 2019, 2022 to 2019? In the Create Parameter dialog box, name the parameter. Click Connect to open the Query Editor. You might wonder what is the sorting of the breakdown field is based on? Also add a Card visual which shows SalesAmount from FactInternetSales table. . Depends on the filter context you may get a different result from these functions. to follow Vizartpandeyon Instagram! I was first introduced to cycle plots through Stephen Fews book Now You See It. Outside of that, I have not seen many of them in use. There are TONS of solutions around this and what I suggested above, I have used more than 100 times, not sure if you can take it from here or not. The calculation of the year-over-year percentage (YOY %) is based on the previous year (PY) measure, as in the following example using the standard time intelligence function SAMEPERIODLASTYEAR: If you want to consider only the days where both years have sales for the current selection (in this case, a single store), then you can write the following measures. The Ultimate Guide to Period-over-Period Analysis in Looker Can you please share your PBIX file with me? 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. If you want to get the sales for last months; then ParallelPeriod is your friend. While writing this article, I came across some interesting community post which I think everyone should bookmark for their future reference. It is better explained by the fact that last years November sales were exceptionally low, and both years were below the four-year average. 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. Viewers unfamiliar with this layout may find them difficult to follow at first glance but should be able to warm up to it quickly. 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. Also, here are a few hand-picked articles for you to read next: Subscribe to our mailing list and get interesting stuff and updates to your email inbox. Comparing with previous selected time period in DAX - SQLBI e.g. How would I go about creating a measure that calculates the average for the most recent report cycle minus the previous report cycle without having to make selections? [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, In the example we use the number of days in the two periods as the allocation factor; the business logic may dictate that only working days should be used for the adjustment. 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. Create a Date Filter that will keep date ranges for both Current Period and Previous Period on the Same Axis. Under Allowable values, selectRange.5. Adding this context along an as of date tells a more complete story. There is also an ability in this chart that may not be visible to everyone, and that is the breakdown option of this chart. Once our sheet is ready by applying the above steps ,the resulting view will look like the below image: I tried to cover as much as I could for a newbie to get started with IF [Order Date]>=[Start Date] THEN Current Period ELSE Previous Period END. Hi@parry2k,What do you think about the solution above?If you think it can be useful please consider accepting it as a solution. ( I want the due date with 10 working days) Could you please help. 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. Dynamic Period is another difference between these two functions;If you think that the result of SamePeriodLastYear and the ParallelPeriod (when it is used with Year interval) are the same, continue reading. The measure above works almost perfectly, but the current period and previous period are compared by days, so if there are 30 days in one month and 31 days in another month, one of the months will either be missing a day or have an extra day. Reza. 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. You can choose the interval to be Month, Quarter, or Year. DateAdd vs ParallelPeriod vs SamePeriodLastYear; DAX Time Intelligence Question, Power BI Architecture Brisbane 2022 Training Course, Power BI Architecture Sydney 2022 Training Course, Power BI Architecture Melbourne 2022 Training Course. if Im trying to compare daily sales over the last 90 days, and compare them to the same period in a specific year (2019 in this case) how would I combine these to do that? For example, in my dataset, 2008 is the last year of the sales, and I dont see any values for that year. That is the difference between the default date table and the built-in. 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.