current period vs previous period comparison in power bi

Which design tells that story the best? 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. I normally prefer to create an explicit measure for this type of calculations, thats why I have create a measure named This Period Sales with DAX code below; (the measure for This Period Sales is not necessary, because Power BI does the same calculation automatically for you). Lets start with the SamePeriodLastYear function; this function will give you exactly what it explains; same PERIOD but last year! Consider how layout options can help or hurt peoples ability to comprehend changes over time or in comparison to KPIs. 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. You can navigate to periods in the past or future. DateAdd works on the interval of DAY, as well as month, quarter and year, but ParallelPeriod only works on month, quarter, and year. SamePeriodLastYear returns the equivalent period to the filter context from last year. This entire blog post was inspired by the #WorkoutWednesday 23 where Coach Andy asked us to compare Sales for the user selected period. This sometimes took a lot of work digging into transactions, identifying unexpected cash flows, meeting project managers, etc. Many thanks for sharing this cool powerbi work around.Great that you shared all the working as well. 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. Parallel Period is a function that help you fetching previous period of a Month, Quarter, or Year. 2022 Rajeev Pandey. Drag and release the CP/PP Line color from dimension pane to the Color field present in the Marks Shelf. Not sure if it is a great UX but if it solves your needs, well done. 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. The above multi-year design adds important context, but the design is not without its problems. 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. Telefon: +49 (0)211 5408 5301, Amtsgericht Dsseldorf HRB 79752 I have a table with school report data in it. 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 . As you see in the picture, the comparison between equivalent periods would result in a 57.76% increase, whereas the comparison using all the days in the month has a lower growth (17.09%). [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, Using Measure to Compare Current Period to Previous Period. 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. Again, you can use different functions to achieve this, like SAMEPERIODLASTYEAR() function, but I want to keep consistency and therefore I will again use DATEADD(): Same as for MoM calculations, two additional measures are needed to calculate differences for YoY figures: I will then create two bookmarks, so that users can navigate to MoM or YoY, by clicking on respective buttons: By default, they should see MoM comparison, but as soon as they click on YoY button, the report will look slightly different: You can notice that numbers in the card visuals changed to reflect YoY difference calculation, while Line chart also shows different trends! 4. Reza is an active blogger and co-founder of RADACAD. 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. All Rights Reserved. (Of course, measures are not created automatically, everything happens behind the scene). Look more into the detailed context. In the example we are considering, the selection made on the slicer shows just a few months. In September, an analyst can report to management that although they have seen negative numbers nine months in a row, the situation has steadily improved and looks to end the year on a positive note. The key to using the breakdown feature is to understand how it works. 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 . As usual, I will use the Contoso database for demo purposes. So, lets create a measure for this. Its not giving me all the dates. The light blue line is showing the current period and the dark blue line is showing the previous period in the visuals. Start of Period is simple. Read more, Learn how to use the new DAX window functions (INDEX, OFFSET, and WINDOW) to manipulate tables by sorting and partitioning data. Please find attached a PBIX file which includes the required info. DateAdd can be used like this: DateAdd(, , ). 2. Reza. An alternative layout known as a cycle plot solves this problem. How to Compare Two Time Periods or Dates Dynamically in Power BI (P1: Years) BI Land 471 subscribers Subscribe 103 8K views 1 year ago In this video, we are going to see how to compare. DateAdd can be used in a Day level too. [Date] on the measures. Basically, all kinds of comparisons between different periods can be created most common ones even without needing to write a single line of DAX! In the screenshot above; I have used the SamePeriodLastYear inside a LastDate, and also a FirstDateto get the range of dates for each filter context selection. Subscribe here to get more insightful data articles! below is an example of these two measures: For August 2006 for example; the SamePeriodLastYear gives us the sales of August 2005. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. In the tooltip, you can see that the information provided is not only for the 2005 Bachelors, but also for 2006, and the variance of the two periods, and the percentage of that variance! 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. Sorted by: 0. I want to create a measure that calculates the difference between the average of the most recent report period attainment track grade and the previous report cycle. What Is the XMLA Endpoint for Power BI and Why Should I Care? Find out more about the February 2023 update. Read more, DAX creates a blank row to guarantee that results are accurate even if a regular relationship is invalid. Ady advice? We can actually work out the difference of this year versus last year. Because your periods are not unique, we need to generate a unique identifier in order to find the previous period. You can obtain this by modifying the LASTNONBLANK filter, including all the stores, as in the following measures. in the screenshot above you can see that start of previous period is 321 days before start of this period (1 more days because the end of previous period is not exactly start of this period, it is one day before. . You can download the sample file below, which contains the versions in Excel 2013, Excel 2016, and Power BI. Reza is an active blogger and co-founder of RADACAD. Marco is a business intelligence consultant and mentor. These are not three separate DAX expressions or measure, this is only one measure which I explained step by step. the difference for a student across all their subjects, in each individual subject, for a subject as a whole and so. For the given date of 14th of December 2005, the QTD gives you the sum of sales from 1st of October to 14th of December 2005. and the previous QTD gives you exactly the same period in the previous quarter (from 1st of July to 14th of September 2005). Cheers 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. A Medium publication sharing concepts, ideas and codes. How to organize workspaces in a Power BI environment? Ratinger Strae 9 For those differences, Ive created two additional measures: Lower Card is conditionally formatted based on the values, so it goes red when we are performing worse than in the previous period, while it shows green when the outcome is the opposite: Now, thats fine and you saw how we could easily answer the original question. STEP 10: In the Insert Chart dialog box, select Column and click OK. 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. 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. If you are using Excel 2010/2013 or Analysis Services Tabular 2012/2014, you have to write the PY Last Day Selection without the variables. I will give credit to the freelancer who came up with this at the end of the post.End Result:You will have one slicer for the current period and one slicer for the 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. Changing it from last year to an average over the last four years tells us how this year compares with normal conditions. This completes our tutorial on month over month comparison Excel! Hope you like it. In this example of adjustment logic, if the comparison period has more days than the current time period, we reduce the Comparison Sales Amount result according to the ratio between the number of days in the two periods: Clear filters from the specified tables or columns. As you see in the picture, the comparison between equivalent periods would result in a 57.76% increase, whereas the comparison . Lets focus only on a part of the chart, and see how is the sales of Bachelors in 2005. , your one-stop-shop for Power BI-related projects/training/consultancy. 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. 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. By breaking it down into quarters, we can still answer basic questions related to seasonality. the screenshot below shows it; For example; for September 2006, SamePeriodLastYear returns September 2005. Please make sure to create two separate sheets ,one for Current Period and other for previous period as per the below image. We need to define a line color in our calculation that should differentiate Current Period with the Previous Period. Any help would be greatly appreciated. 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. If you are slicing and dicing in a month or quarter level; this would give you the same month or quarter last year. 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. Appreciate your Kudos Feel free to email me with any of your BI needs. Power BI Publish to Web Questions Answered. Lets first find the difference between the two periods- Current Period and Previous Period, DATETRUNC(day, [Order Date])>=[Start Date] AND DATETRUNC(day, [Order Date])<=[End Date], DATETRUNC(day, [Order Date])>= DATEADD(day,-[Days In-between SD and ED],[Start Date]-1) AND DATETRUNC(day, [Order Date])<=[Start Date]-1, We need to create a dummy Axis where we need to add same number of days in the previous period so that they will lie in same Current Period axis, IF ([CP _ TimeLine]) THEN [Order Date] ELSE DATEADD(day, [Days In-between SD and ED]+1,[Order Date]) END. to exclude the start of period to calculate twice, I'll move one more day back. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. We respect your privacy and take protecting it seriously. Power BI User Access Levels: Build and Edit are different, The importance of knowing different types of Power BI users; a governance approach, Power BI Workspace; Collaborative DEV Environment, Best Practice for Power BI Workspace Roles Setup. 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. Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. You can add a field to the Breakdown simply by drag and drop it to the breakdown section. I use this a lot. In this case, I am comparing total sessions in the current period to total sessions in the previous period so I am using the "total sessions" value. The report in Figure 1 shows the sales in the current period and in a comparison period. Lets see how this works. Tableau makes it easy to drill down from quarters to months or any other period appropriate for analysis. same period; means if you are looking at data on the day level, it would be same day last year. Now to get the YTD of previous year we do a: =TOTALYTD (sum (Table1 [sales]), DATEADD (datum [Date],-12,MONTH)) He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. Power BI Publish to Web Questions Answered. 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). eg 2020 to 2019, 2021 to 2019, 2022 to 2019? by Andy Cotgreave). This article shows the effect of not having a blank row in your Read more, In December 2022, DAX was enriched with window functions: INDEX, OFFSET, and WINDOW. STR( MIN(if DATETRUNC(day, [Order Date])>= [Start Date] THEN [Order Date] END)) + +STR(MAX(IF DATETRUNC(day, [Order Date])<=([End Date]) THEN [Order Date] END )), STR( MIN(if DATETRUNC(day, [Order Date])>=DATEADD(day,-[Days Inbetween SD and ED],[Start Date]-1) THEN [Order Date] END)) + + STR( MAX(IF DATETRUNC(day, [Order Date])<=([Start Date]-1) THEN [Order Date] END)). For example, in my dataset, 2008 is the last year of the sales, and I dont see any values for that year. Read more, ALLSELECTED is a powerful function that can hide several traps. It will always be today()-1. for that you can use the SAMEPERIODLASTYEAR function Next easy step is understanding number of days between start and end of period, which is simply by using DateDiff() DAX function as below; I add them all in the report as Card Visuals (one for each measure), and here is the result so far; After finding number of days in this period, start, and end of current period, it is a simple calculation to find the previous period. when i use sameperiodlastyear, it takes the complete year average and not just last year, Can you share a photo of your visual and copy your DAX code here for me to check? Is it always compulsory to have . If you get the same result in a year level context, it doesnt mean that all these functions are the same! Reza. 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. The light blue line is showing the current period and the dark blue line is showing the previous period in the visuals. The current new title is Monster Hunter Rise, released on March 26, 2021 worldwide. Im thinking of using calculate where the filter is the Max of report cycle name minus Max-1. 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. I am a multidisciplinary Udacity certified designer working in data visualization, interaction design, and innovation and have a passion for designing robust and scalable solutions for high-impact business problems. And then all I need to do is subtract Quantity LY from Total Quantity. The user selects two different time periods (current, comparison) through slicers. @joshcorti11there is no point beating the bushes, seems like you are again overcomplicating the calculations. If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. youd like to be added to my once-weekly email list, and dont forget UPDATE 2020-11-10: You can find more complete detailed and optimized examples for this calculation in the DAX Patterns: Standard time-related calculations article+video on daxpatterns.com. I need to be able to use the measure in various contexts - e.g. The report periods use a naming convention of 201718.1, 201718.2 etc. What Is the XMLA Endpoint for Power BI and Why Should I Care? 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. To begin with, it is important to make the current year stand out with a different color and bolder line (inspired by an. To help you to understand the chart, even more, I have added a couple of column charts for each year as below; The value in every period is compared to the value of the next period, and if there is no next year, then that year wont have any values. And if the answer is DAX, then they also need to decide if it should be a measure or calculated column . Create an inactive one too many relationship between your "Previous Date Selector" and regular date table. Hi PBI users, I'm looking to create a dynamic SAMEPERIODLASTYEAR calculation. A more static and agreed-upon number ensures consistency over time. Hello, I have a standard date table. so for a specific date.. Let's use the following fields from the. To understand the current period, an easy way can be calculating start, end of period and number of days between these two. file size: 100 MB. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); InterWorks uses cookies to allow us to better understand how the site is used. Depends on the filter context you may get a different result from these functions. Thanks for this useful post. All rights are reserved. Before we start this post, make sure to bookmark the below mentioned blogposts which talks about the similar technique. Bosses spawn for an infinite period of time, but once a Some builders believe that greenboard (a water-resistant drywall used in bathrooms) is sufficient for pool rooms . Make sure to download our FREE PDF on the 333 Excel keyboard Shortcuts here: 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. You will see that the previous period is showing 5/1/2021 - 5/30/2021, but it should show 5/1/2021-5/31/2021. You might wonder what is the sorting of the breakdown field is based on? Your home for data science. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. Review Policy OK, Interworks GmbH If you like to learn more about DAX and Power BI, read Power BI online book from Rookie to Rock Star. The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com). Even with that, as more years come into in view, it is almost impossible to spot year-over-year trends. 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. They also have high scalability, which means we can apply the level of detail expressions in this kind of charts .Lets learn how to create a comparison line chart view that displays the sum of sales for all the mentioned period by following these steps: 2. The sorting is based on the variance (not the percentage). As you can see in the screenshot above; it shows that the SamePeriodLastYear returns the same date last year when your filter context is in day level. Get Your Answer at https://www.learnpowerbi.com/questionIn this Power BI Q&A Episode, we cover a question by Mike M: How . This article shows how to implement a logical AND condition in a measure instead of the standard OR Read more, This article compares two common techniques to filter time periods in DAX: calculation groups and many-to-many relationships. Each student has a report in each subject several times a year. For you, instead of last year, it may need to be more dynamic and use the year from the slicer. By downloading the file(s) you are agreeing to our Privacy Policy and accepting our use of cookies. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. By downloading these files you are agreeing to our Privacy Policy and accepting our use of cookies. The approach shown in this article is data-driven and ignores the current calendar date, which might result more reliable if you might have delays in populating data for your model. Hello Reza, However, the previous month in the visualization is not necessarily the previous month in the calendar. Reza. If dealing with monthly data, the previous period is the previous . DateAdd used in a example below to return the period for a month ago. This approach might not work well when the requirement is to compare the differences between a selection of non-consecutive periods. And you suggested the formula: The total for December shows the sum of all the days. 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. If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. Remarks. Powered by Discourse, best viewed with JavaScript enabled, Current period vs. previous period WITHOUT date column. First we select the YTD of the current year by selecting the current year in the slicer and using the normal sum. However, another approach could be looking for the last day available for any store. He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. This gives us "8/8/2019" for the last sales date and then move it back one year to "8/8/2018". 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.". this is how you can get this function working: The code above returns a table with one single column: date. In fact, 2011 would have been in the red until November of that year. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. In order to author a measure that can do so, we have to start with an assumption: each row displays a month, and the months are sorted according to their natural sort order (January, February, March, and so on). Reza. The last chart sets the prior year on the zero axis, showing that while sales underperformed at first, they continued improving and eventually ended the year above target. Each new foe you discover will pose a unique challenge, demanding careful planning and a hunter's instinct to bring it down. you need three parameters for this function: ParllelPeriod(, , ). 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 have to use this function as a filter function. Microsoft is probably going to implement GPT-powered chatbot in Power BI but not before . For example, we can compare the sales of the last month against a user-defined period. First of all, I would like to emphasize a great feature called Quick Measures, where you get out-of-the-box solutions for multiple commonly used calculations, such as: Year-to-date total, Quarter-to-date total, Month-to-date total, Year-over-year change, Rolling Average, etc.

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