I have more 10tables like this. You can use different functions to achieve the result. Comparison- current month vs previous month 06-21-2017 11:27 PM excel file power bi data matrix I want to create a comparison matrix. Using these functions are not too difficult. I want to create a comparison matrix. An integer number from 1 to 12. and when comparing If the Average of Last 3 months greater than current month I should highlight it as "YES" since the Amount is dropped when comparing to last 3 months. i am new to power bi and i want to compare current month sales with last month. This is a very useful analysis . These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. Sorry, having trouble following, can you post sample data as text and expected output?Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490The most important parts are:1. Ive already got a few measures here so now were going to create quickly the quarter to date number. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Desired Output If 4th month is selected Current Moth revenue = 100 + 200 = 300 Previous Month = 100+200 = 300 In this case, both are the same but in actual data, revenue is different for each month. I am just showing one of the ways using ParallelPeriod function. Here are the results of the expression above: The interval is Month, which means we are getting the sales of a month. Once you include the slicer onto the page and than if you select any particular date range the charts or tables will not show any blanks as it was showing earlier. Hi, I wanted to compare the total sales amount of the current month to the total sales amount of the previous month. Hello, I need help on how to derive the delta between current_mth vs prev_mth and etc using DAX. If not that, then I'm not sure because your sample data looks weird. Expected output from sample data3. Below is the link of the forum provided for the reference. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. We can also put this into a chart, and we see that this is showing a quarter to date number. Below is the link of the forum provided for the reference. Many times when you showcase time comparison information, you want to show some results versus the previous month or the same month the previous year. Video When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. In this formula, we use the DATEADD, which is another Time Intelligence function. In the screenshot above, the value presented is for the sum of sales from 1st to the 9th of August 2005. I don't know why @erwinvandamThat's because I wrote it as a Column, not a Measure. He helps individuals and organizations develop data driven cultures and create enterprise value by delivering business intelligence training and education on Microsofts Power BI platform. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. Updated: Nov 29, 2022. When I replace the date with the product type the chart goes blank. Sales Feb =CALCULATE ( [Total Sales], Dates[MonthInCalendar] = Feb 2015 ). RETURN To learn about the default vs custom date table and their differences, read my article here. Now, check this out. 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. A table expression that returns a single column of date/time values. @Anonymoushi, i have a another question. Solved! Ah oke. He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. We need to blank out this number if its greater than this date. Power BI dynamic rolling 12 months measure. And as soon as I heard it, I thought wow! So Im going to show you how you can show the true like for like comparison. Power BI Date Dimension; Default or Custom? The problem comes in when you might be in the middle of the month and you only want to show up to the current date. 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. A table containing a single column of date values. From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. 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). 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. thx for the suggestionbut it doesn't work on my dataas u can see i have repeated region in every monthit is the difference between my data n your data. That is because between the previous months up until July 2015, the highest total sales was 1,049,952. And the Previous MTD calculation calculates the sum of sales from 1st to 9th of the previous month (July 2005). So, meter reading previous month = begin, meter reading current month = end. But when I try the syntax to do a measure, I also get an error: @erwinvandamSee my article on Mean Time Between Failure (MTBF) which uses EARLIER: http://community.powerbi.com/t5/Community-Blog/Mean-Time-Between-Failure-MTBF-and-Power-BI/ba-p/3395.The basic pattern is:Column = VAR __Current = [Value] VAR __PreviousDate = MAXX(FILTER('Table','Table'[Date] < EARLIER('Table'[Date])),[Date]) VAR __Previous = MAXX(FILTER('Table',[Date]=__PreviousDate),[Value])RETURN __Current - __Previous. Prevent YTD, QTD, MTD Results Extending Forward In Power BI, Time Comparison For Non Standard Date Tables In Power BI, Calculate Financial Year To Date (FYTD) Sales In Power BI Using DAX, Show Results Up To Current Date Or A Specific Date In Power BI Enterprise DNA, Sorting Date Table Columns In Power BI | Enterprise DNA, Power BI Tips & Tricks: Retrieve Previous Value Excluding Weekends & Holidays, Date Table In Power BI - New And Fastest Way To Create It, Preventing Year To Date Results From Projecting Forward | Enterprise DNA, New Course: Power Query/M Nested Structures, Brand New Course: Introduction to Statistics for Data Analysts. Happy Learning!!! We then grab it and put it inside the table, and well see the results. The sample model I am using is a data model like the one below. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. PREVIOUSQUARTER In the model above, I am not using the default/built-in date table in Power BI. Well the reason behind why its showing blanks is because you might not have included any date slicer onto that page and therefore its not able to recognize for which period to show the data into the column chart or in any charts or tables. FILTER ( With IF logic, this is probably what you see in your data. Hey Sam, this was a great blog post, I have a question tho. Please feel free to ask any other query related to this Blog Post. Since we only want to return the top sales up to that point, we need to put that measure and enter Total Sales. There are, of course, other methods of calculating this as well. I am looking for same type of comparison, but just with current weeknum vs. previous weeknum.I have tried Google, and there does not seem to be a PREVIOUSWEEK function like there is aPREVIOUSMONTH function you refer to. In contrast to Microsoft Excel, which stores dates as serial numbers, DAX uses a datetime format when working with dates. What Is the XMLA Endpoint for Power BI and Why Should I Care? Get BI news and original content in your inbox every 2 weeks! Read more, DAX creates a blank row to guarantee that results are accurate even if a regular relationship is invalid. Return value. However, the previous month in the visualization is not necessarily the previous month in the calendar. The year_end_date parameter is a string literal of a date, in the same locale as the locale of the client where the workbook was created. The dates argument can be any of the following: Constraints on Boolean expressions are described in the topic, CALCULATE. Sample data as text, use the table tool in the editing bar2. You may watch the full video of this tutorial at the bottom of this blog. I used the sameDAX function mentionedin the article(PREVIOUSMONTH). Read more, ALLSELECTED is a powerful function that can hide several traps. Hot Network Questions In this article, I take you through the exact steps to follow and some of the DAX formulas that you need to implement to show true Power BI month-to date, quarter-to-date, or year-to-date time comparisons. ***** 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. This site uses Akismet to reduce spam. The easiest way to do this is to create a numeric index for your combination of year and month: Then reference the previous index in the calculation. Selectedvalue works in directquery. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. I need some help on this, I'm pretty new to PBI. A table containing a single column of date values. You have sales quarter-to-date or it could be month-to-date or year-to-date, and then youre looking at the entire number for the previous year. How would I create the same format but instead of using the best month, refer to a fixed point in time, e.g. The blank row is not created for limited relationships. Sales Dec Last Year = 109 Share 9.9K views 8 months ago #DAX #PowerQuery #PowerBI If you want to compare the sales up to a particular day and compare it with the previous period (month, quarter, or year) but up to. Labels: Need Help Message 1 of 13 100,390 Views 1 Reply 3 ACCEPTED SOLUTIONS Anonymous Not applicable 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. Find out more about the February 2023 update. In this article and video, Ill show you how you can calculate these using DAX in Power BI. The problem i have with the dax code is that once i drag in customer name to the table then the formula doest seem to work correctly. You may watch the full video of this tutorial at the bottom of this blog. Here is the calculation for the previous MTD; And you can see how it works in our sample report; As you can see, at any given date, the MTD calculates the sum of sales from the 1st of that month to that date. Assuming that the current date is 2019-04, the following will return the index "4": Previous month = Calulate ( SELECTEDVALUE ( Calendar [Index] ); Calendar [Date] = TODAY () ) Then you can simply use that to calculate the previous index: Last_month = CALCULATE ( SUM (Table1 [TotalAmount]); Calendar [Index] = [Previous month] -1 ) CALCULATE(SUM(Table1[TotalAmount]),FILTER(ALL(Calender_table), How to Get Your Question Answered Quickly. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. This calculation uses the same DATEADD function to get the previous period, the only difference is the period is changed to QUARTER in the expression. In DAX there are multiple functions that you can use to get to the previous date period, I explained some of the most common functions in this article. Sales Last Month := CALCULATE(SUM('ShopSales'[SalesAmount]), PREVIOUSMONTH('Time'[DateKey])) We name this formula Sales QTD, and then use Time Intelligence functions. But first you need to make sure the Date column is of Date data type - you need this in order to use Time Intelligence functions in DAX and to allow Power BI to deal withtime hierarchy. February 2020. I used the parallelperiod and it calculates the correct figures when its not applied any date filters. As we already know, successful businesses often compare their revenues for this month to their best month throughout their organizations history. We need to blank out this number if it's greater than this date. But we also need to specify only one row in the table, so you need to enter 1. (Full length period) But the moment I apply any date filter its not behaving correctly. 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. Learn how your comment data is processed. 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. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. This function returns all dates from the previous year given the latest date in the input parameter. Lastly, I created a simple logic for comparison with the best month. And presence of the regions in your data doesn't change much. The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. MTD - Month to date is the period starting from at the beginning of the current calendar month and ending at the current date. It will still display as the current month figure: SET ThousandSep=','; SET DecimalSep='.'; SET MoneyThousandSep=','; SET MoneyDecimalSep='.'; Additionally, we can learn to effectively use CALCULATE and FILTER functions together. What I gave you is a DAX solution for a calculated column in the Desktop. Now, the challenge here is how to create a calculation that could really compare the sales effectively. 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