Even with that, as more years come into in view, it is almost impossible to spot year-over-year trends. In this example interval is DAY, and date set is all dates in DimDate[FullDateAlternateKey] field (because DateAdd doesnt work with single date), and the number of intervals is Days in This Period multiplied by -1 (to move dates backwards rather than forward). The sorting is based on the variance (not the percentage). You can use the chart without the breakdown option, However, if you use this option, it gives you fantastic ability to compare values on a period over period basis. 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). 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. 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 The first difference is that ParallelPeriod gives you the option to go as many as intervals you want back or forward. 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? Another option to consider is to use a more controllable target such as a budget or key performance indicator. 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%). The user selects two different time periods (current, comparison) through slicers. I cant upload the pbix as using office system. Please find attached a PBIX file which includes the required info. If dealing with monthly data, the previous period is the previous . The Prior vs. current view displays current and prior period achievement for all metrics to which you currently have access. depends on the context. Download the sample files for Power BI / Excel 2016-2019: 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). Here is the calculation step by step, I'll start with Start of Previous Period; Start of Previous Period Using DateAdd to reduce number of days from DimDate Geschftsfhrer: Mel Stephenson, Kontaktaufnahme: markus@interworks.eu 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 . Repeat steps 1-7 to create theEnd Date parameter. (Of course, measures are not created automatically, everything happens behind the scene). Let's dive right into the first step. Dashboard Sharing and Manage Permissions in Power BI; Simple, but Useful? Even with that, as more years come into in view, it is almost impossible to spot year-over-year trends. Hello, I have a standard date table. Same Period Last year is kind of similar to DateAdd -365. 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)). Cheers These are not three separate DAX expressions or measure, this is only one measure which I explained step by step. For each report, they get a number grade (called the attainment track). You said at the beginning: normally prefer to create an explicit measure for this type of calculations, thats why I have create a measure named This Period Sales . And dont forget that you can also use a hierarchy in the Category field of the waterfall chart, and that gives you the ability to drill down or drill up as you wish. This gives us "8/8/2019" for the last sales date and then move it back one year to "8/8/2018". Look more into the detailed context. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. Before we start this post, make sure to bookmark the below mentioned blogposts which talks about the similar technique. 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. an alternative can be using DateAdd at Day level combined with IF to check is it includes a leap year or not. 40213 Dsseldorf You can add a field to the Breakdown simply by drag and drop it to the breakdown section. You can use the function simply just by providing a date field: the image below shows how the SamePeriodLastYear works for Date. I am just wondering why we need to add . Reza. I can make measures to show those time ranges, but I would rather not if I can get this measure to work properly.TIA! 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. So it is comparing dates as the period in this case: This result in a less efficient code. It is a token of appreciation! Is this variance within the range of normal fluctuations, or is it unusually high/low? Now we can see this has very little to do with impressive sales during the busy season. Cheers Reza. For you, instead of last year, it may need to be more dynamic and use the year from the slicer. and the number of intervals can be negative (to go to past), or positive (to go to the future). 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. I see values, however, in the year of 2007, which is compared to 2008. Find out more about the February 2023 update. By breaking it down into quarters, we can still answer basic questions related to seasonality. 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. I'd like to create 5 flag columns that indicate if the day, week, month, quarter or year is the current or previous period, as follows: -Today Flag:** If the date is today's date, the value should be "Today". You can use below DAX code to get 2nd latest item and then use this in your code. However, the chart shows you information more than that. Actually, I have another suggestion tell me what you think about it. The June 2019 update of Power BI includes the ability to filter slicer items based on a measure. An alternative layout known as a cycle plot solves this problem. Great - thank you so much! 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. 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 When projected costs went up, we went about analyzing and explaining why. The light blue line is showing the current period and the dark blue line is showing the previous period in the visuals. Read more, ALLSELECTED is a powerful function that can hide several traps. Lets see how this works. A more static and agreed-upon number ensures consistency over time. How to organize workspaces in a Power BI environment? 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. 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. I need to be able to use the measure in various contexts - e.g. 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). 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. And then all I need to do is subtract Quantity LY from Total Quantity. The only issue i am having is when using the year filter for previous period it filter the entire previous year where i need to add previous ytd onto this. That is the difference between the default date table and the built-in. Once our calculations are ready, We need to put these two fields onto our text shelf respectively. For Q4 of 2006 it will return Q4 of 2005. 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 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. Using Measure to Compare Current Period to Previous Period. Dashboard Sharing and Manage Permissions in Power BI; Simple, but Useful? 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. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. Im thinking of using calculate where the filter is the Max of report cycle name minus Max-1. Ive been reading your articles all day long since last week. Subscribe here to get more insightful data articles! such advanced charts. DateAdd and SamePeriodLastYear both work based on the DYNAMIC period in the filter context, ParallelPeriod is working STATICALLY based on the interval selected in the parameter. For example, we can compare the sales of the last month against a user-defined period. The above situation grew out of reporting methods which focused on data at a single point in time subtracted from another point in time. Reza. That works perfectly. Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.. 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 . [Total Sales] = SUM(FactResellerSales[SalesAmount]) You might wonder what is the sorting of the breakdown field is based on? Now, when I choose dates between November 17th and December 17th, I can see how my numbers correlate between themselves: As you may notice, our formulas work well as intended, we see that Sales Amt PM for December 17th, matches Sales Amt for November 17th. 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). Anyhow, I hope someone can help and walk you thru. The report in Figure 1 shows the sales in the current period and in a comparison period. Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North 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. below is an example of these two measures: For August 2006 for example; the SamePeriodLastYear gives us the sales of August 2005. This sometimes took a lot of work digging into transactions, identifying unexpected cash flows, meeting project managers, etc. As you see in the picture, the comparison between equivalent periods would result in a 57.76% increase, whereas the comparison . Read more, Learn how to use the new DAX window functions (INDEX, OFFSET, and WINDOW) to manipulate tables by sorting and partitioning data. Power BI Publish to Web Questions Answered. Under Allowable values, selectRange.5. Sometimes I dont see ppl adding . As tested, one should use Dateadd -366, day. . I would like to have the ability to specify a date range and then show the previous period for that specific date range. The sales of the comparison period must be adjusted using the number of days in each period as the allocation factor. 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. If you are slicing and dicing in a month or quarter level; this would give you the same month or quarter last year. Under Data Type, selectDate & time.4. by Andy Cotgreave). This pattern is a useful technique to compare the value of a measure in different time periods. 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. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. This brings us to the first difference of ParallelPeriod and DateAdd; DateAdd can work on an interval of DAY, Month, Quarter, or Year, but ParallelPeriod only works on intervales of Month, Quarter, and Year. Make sure to download our FREE PDF on the 333 Excel keyboard Shortcuts here: The Soviets took an early lead in the Space Race with the first artificial satellite, the first human spaceflight, and the first probe to land on another planet ( Venus ). Cheers While writing this article, I came across some interesting community post which I think everyone should bookmark for their future reference. 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. Bi-Directional Rounded Bar chart in Tableau, Write to Google BigQuery Using Tableau Prep, How To Create a Normal Distribution Curve Within Tableau. Understand the consequences of including or excluding data points, how that changes the story and its impact on decision-making. You can navigate to periods in the past or future. I use this a lot. This one is great! The row with the previous day's value should be "Previous Day". Apple Books is a service mark of Apple Inc. We know from previous analysis that November is the month the current year began outperforming the chosen metrics. 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 choose the interval to be Month, Quarter, or Year.