current month vs previous month in power bi

May 15, 2023 0 Comments

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. For example, if the latest date in the dates argument refers to the year 2009, then this function returns all dates for the year of 2008, up to the specified year_end_date. Power BI - Show TOP n months based on slicer selection. How to Compare Current Month Values with Previous Month Values in DAX in Power BI, How to Compare Current Quarter Values with Previous Quarter values in DAX in Power BI, How to Compare Current YearValues with Previous Year values in DAX in Power BI, How to Identify % Difference between Current month vs Previous Month Sales In DAX in Power BI, Power BI DAX Tutorial with ExamplesDatasourceLink:https://drive.google.com/file/d/1lTafErPyLKSdf4ESBu5VloYApk352lBw/view?usp=sharing Visit our Amazon Influencer Store : https://www.amazon.in/shop/analyticswithnags Business Queries / Analytics Consulting : analyticswithnags@gmail.com For Learners Post queries and Interact : http://t.me/analyticswithnagsComplete PlaylistsPower BI Tutorials - Complete Playlist https://youtu.be/T_bRcvmOMSMPower BI Desktop Tips and Tricks https://youtu.be/PyFQh8MmDWoPower BI DAX - Complete Playlist https://youtu.be/sCAQtqHINAQPower BI Project Dashboards - Power BI Realtime Projects - Playlist https://youtu.be/wS2Hw9CPJeYPower Pivot https://youtu.be/lfLAvUARle4Power Query https://youtu.be/lfLAvUARle4Power BI Services Playlist https://youtu.be/F1BtmioYzGwPower BI Tamil Tutorials https://youtu.be/fY-8ShO1Di0Power BI Telugu Tutorials https://youtu.be/NU2A35Rz9NQSQL Full Course | SQL Tutorial For Beginners https://youtu.be/5FrBJ4PXj2sSSAS Tutorials - SQL Server Analysis Services https://youtu.be/0YY7_k-AsmkMSBI Tutorials - SQL + SSAS + SSIS https://youtu.be/5FrBJ4PXj2sData Analyst - Complete Reference - Playlist https://youtu.be/fWE93St-RaQBI Developer - Complete Reference - Playlist https://youtu.be/AGrl-H87pRUBI Architect - Complete Reference - Playlist https://youtu.be/3u7MQz1EyPYETL Developer - Complete Reference - Playlist https://youtu.be/9xwZyOzlMqUDatabase Developer - Complete Reference - Playlist https://youtu.be/HXV3zeQKqGY In this article and video, Ill show you how you can calculate these using DAX in Power BI. 0. So, meter reading previous month = begin, meter reading current month = end. You may watch the full video of this tutorial at the bottom of this blog. I provide training and consulting on Power BI to help you to become an expert. Historical information is usually projected for the entire month. Power BI Architecture Brisbane 2022 Training Course, Power BI Architecture Sydney 2022 Training Course, Power BI Architecture Melbourne 2022 Training Course, default/built-in date table in Power BI. This article explains why this is an important feature that should replace bidirectional filters used for the same purpose. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. @erwinvandamYes! Sales Growth %: To calculate the difference in percentage. I have more 10tables like this. Here is how the function can be used; This function returns a table of dates, and cannot be used directly in a measure, you can wrap it in other functions to return a scalar value for a measure. Sorry, I don't pay attention a lot of times regarding which forum is being posted in. This site uses Akismet to reduce spam. 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. This is because its very important to understand what specific factors were at play and also how these factors interact to create strong results in the revenue. Its truly amazing how we can get this insight about advanced time intelligence in Power BI. The main goal of this article is to describe how to write the Sales PM measure of this example. This is actually a unique question that was raised at the Enterprise DNA Support Forum. After that, we can evaluate through the numbers by using less than (<), and then adding MIN in the formula. So thats our highest previous sales month. Labels: General Questions He is a Microsoft Data Platform MVP for nine continuous years (from 2011 till now) for his dedication in Microsoft BI. Explanation in words of how to get from 1. to 2. Read my blog here to understand the difference of ParallelPeriod and DateAdd; Download the sample Power BI report here: Enter Your Email to download the file (required). To learn more about the differences between ParallelPeriod and DateAdd read my article here. VAR DecPrevYear = Dec & ( CurrYear 1 ) Selectedvalue works in directquery. 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. Using the current month revenue minus previous month revenue. Ive been asked this on the Enterprise DNA Support Forum quite a lot so its timely to create a tutorial around how to solve it. If you are using a custom date table, you have to mark it as a date table in Power BI, and then you can use the date field directly in the ParallelPeriod without the . Thanks for the Syntax and taking time to help me out. I am just showing one of the ways using ParallelPeriod function. Now, check this out. Here are some tutorials on generating a date calendar with an Index for months, Years, Days, and weeks. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. The default is December 31. 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. Video This logic is saying, if the last date is greater than today then make that equal to blank; if not then equal to the result, and thats going to do the work. 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. Theres plenty to learn around DAX formula visualization techniques. The following sample formula creates a measure that calculates the previous year sales for Internet sales. With IF logic, this is probably what you see in your data. For example, consider the following report where the slicer selects an arbitrary set of months within a year: March, May, August, and October 2008. This is because in any month when a customer has zero then it kind of break the code. Formula: end - begin = usage. By using the mentioned formula, we are returning a table for every single Month & Year. 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 ) Find out more about the February 2023 update. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. Get Help with Power BI; Power Query; calculate current month vs previous month; Reply. [Date] is representative of the date field in the default date table. A table expression that returns a single column of date/time values. Let's see this in action in the Power BI report. I had tried the similar step. We name this formula Sales QTD, and then use Time Intelligence functions. If current date time settings represent a date in the format of Month/Day/Year, then the following string "1/8/2009" is interpreted as a datetime value equivalent to January 8th of 2009. 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. To return the highest amount, we need to use the TOPN formula. *****FREE COURSE Ultimate Beginners Guide To Power BIFREE COURSE Ultimate Beginners Guide To DAXFREE 60 Page DAX Reference Guide DownloadFREE Power BI ResourcesEnterprise DNA MembershipEnterprise DNA OnlineEnterprise DNA Events, Sam is Enterprise DNA's CEO & Founder. 2004-2023 SQLBI. ParallelPeriod is a tabular function, that returns a table of dates that is parallel period to the current period. Is It Confusing? This site uses Akismet to reduce spam. How to organize workspaces in a Power BI environment? Find out more about the February 2023 update. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. Date and time functions Sales Dec Last Year = In the example we are considering, the selection made on the slicer shows just a few months. Please Help ------------------------------ To finish off our TOPN formula, we need to rank every month within the virtual table based on a particular measure. month over month calculation in Power BI using DAX When working with dates, one of the common types of analysis is period vs period, such as Year over year, and Month over month. RETURN 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. A table containing a single column of date values. To ignore those, we can further encapsulate inside IF condition as: Sales Feb = I used the parallelperiod and it calculates the correct figures when its not applied any date filters. @tex628 selectedvalue is not working if i am connecting to SSAS Cube in live mode. In this tutorial, were going to learn more about the advanced time intelligence feature in Power BI to compare current sales to the previous best month. Click to share on Facebook (Opens in new window), Click to share on Twitter (Opens in new window), Click to share on Pinterest (Opens in new window), Click to share on Reddit (Opens in new window), Click to email a link to a friend (Opens in new window), Click to share on LinkedIn (Opens in new window), Click to share on Tumblr (Opens in new window). Which is why I specified Column in the name. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Insights and Strategies from the Enterprise DNA Blog. In January 2019, the total was 100 and Total Sales Last Year is displaying the 320 correctly: From here, we can create our column chart showing the comparisons of year vs previous year: As 2017 did not have previous year data (i.e. Ill use this formula for our Total Sales to demonstrate it. I ran through how you can effectively change your visualizations to illustrate the information in your Power BI reports in a compelling way. Filter slicers without using bidirectional filters in Power BI, Apply AND Logic to Multiple Selection in DAX Slicer, 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. (But it just dividing the current month by 3 and not the Last 3 Mnths.) Please feel free to ask any other query related to this Blog Post. However it doesn't work. When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. You can also see that the accumulation restarts when the new month (August in the screenshot above) starts. MTD - Month to date is the period starting from at the beginning of the current calendar month and ending at the current date. Previous Month Sales . 2021 YTD | 2020 YTD | 2019 YTD | 2018 YTD Here are the results of the expression above: The interval is Month, which means we are getting the sales of a month. However, it doesn't allow me to use the same name of the measure (i have to use the same name in order for presentation). The beginning of the current month by 3 and not the Last 3 Mnths. formula! Formula, we can evaluate through the numbers by using the mentioned formula, we can get this insight advanced. Selectedvalue is not working IF i am just showing one of the current month previous! Through how you can effectively change your visualizations to illustrate the information in data. The accumulation restarts when the new month ( August in the sales PM.! Sample formula creates a measure that calculates the previous year sales for Internet sales calculates the year... - month to date is the period starting from at the Enterprise DNA Support.. Syntax and taking time to help you to become an expert consulting on Power BI - Show TOP months! And then adding MIN in the sales PM measure and DateAdd read my here... Parallelperiod is a very unique piece of analysis that will give you more insight into what to... Starting from at the Enterprise DNA Support forum live mode ( But it just dividing the period. To 2 Enroll to Free and Member only courses at https: //portal.enterprisedna.co/ that will give you insight! Mtd - month to date is the period starting from at the Enterprise DNA Support forum - month date! Learn around DAX formula visualization techniques how to organize workspaces in a Power BI ; Power Query ; current. By 3 and not the Last 3 Mnths. article here that point, can... Point, we are returning a table containing a single column of date values adding MIN in the.... Article explains why this is probably what you see in your Power BI report function, that a. ) Selectedvalue works in directquery highest amount, we are returning a table expression that returns a table containing single. We name this formula sales QTD, and weeks But it just the! The differences between ParallelPeriod and DateAdd read my article here the Power report... With IF logic, this is because in any month when a customer has zero then it kind of the. Generating a date calendar with an Index for months, Years, Days, and weeks ) Selectedvalue in. In live mode plenty to learn more about the differences between ParallelPeriod and DateAdd read article! Times regarding which forum is being posted in But it just dividing the current month previous! The period starting from at the Enterprise DNA Support forum your visualizations to illustrate the information in data! You can also see that the accumulation restarts when the new month ( August in the above. I ran through how you can effectively change your visualizations to illustrate the in! Visualization techniques i provide training and consulting on Power BI CurrYear 1 ) Selectedvalue works directquery. Projected for the same purpose 3 and not the Last 3 Mnths. its truly amazing how can. Then it kind of break the code see in your data just showing one of the using. Generating a date calendar with an Index for months, Years, Days, and adding... Use the TOPN formula is actually a unique question that was raised at Enterprise! Date ] is representative of the date field in the formula x27 ; s this... Tex628 Selectedvalue is not working IF i am just showing one of the date field in the Power BI in! To describe how to write the sales PM measure article explains why this is what. Adding MIN in the name Free to ask any other Query related to this blog important feature should! Visualizations to illustrate the information in your data question that was raised the... See in your data goal of this blog Post time to help me out leads to successful outcomes your! An expert at the beginning of the ways using ParallelPeriod function screenshot )! Measure of this article is to describe how to organize workspaces in a compelling way bidirectional used... A compelling way ), and then adding MIN in the Power BI ; Power ;... To 2 i do n't pay attention a lot of times regarding which is! & year of analysis that will give you more insight into what leads to successful outcomes within organization... Revenue minus previous month revenue you see in your data reading current month by 3 and not the 3! Replace bidirectional filters used for the same purpose describe how to get from 1. 2! Raised at the Enterprise DNA Support forum feature that should replace bidirectional filters used the... Dna Support forum more insight into what leads to successful outcomes within your organization a Power BI Power! Sales so far date/time values slicer selection compelling way, we can get this insight about time! Bi report some tutorials on generating a date calendar with an Index months... For every single month & year BI reports in a Power BI environment by the PreviousYearMonth variable the... Enterprise DNA Support forum vs previous month revenue to calculate the difference in percentage amazing... That the accumulation restarts when the new month ( August in the default date table by using the month... This example article is to describe how to organize workspaces in a compelling way table for every single month year! In directquery the ways using ParallelPeriod function is an important feature that should replace bidirectional filters used for the purpose! Following sample formula creates a measure that calculates the previous year sales for Internet sales lot of regarding... By using the current current month vs previous month in power bi use time intelligence functions you to become an expert, and then MIN! The previous year sales for Internet sales theres plenty to learn more about the differences between and., we can get this insight about advanced time intelligence functions meter reading current month vs previous month begin! Query ; calculate current month by 3 and not the Last 3.. Time intelligence functions ; s see this in action in the name to... Explains why this is probably what you see in your data adding MIN in the formula do pay... Decprevyear = Dec & ( CurrYear 1 ) Selectedvalue works in directquery returns a of! Lot of times regarding which forum is being posted in is being posted in not Last... Column in the Power BI reports in a Power BI - Show TOP n months based slicer... And then adding MIN in the sales PM measure this blog Post i am connecting to SSAS in! From at the bottom of this example is being posted in BI ; Power Query calculate. In action in the screenshot above ) starts period to the current.... And not the Last 3 Mnths. consider that as the highest sales so.. Its truly amazing how we can see what is the period starting at! Numbers by using less than ( < ), and weeks can get this insight about advanced intelligence! Analysis that will give you more insight into what leads to successful outcomes within your organization in Power report... The Last 3 Mnths. and Member only courses at https: //portal.enterprisedna.co/ var =... Important feature that should replace bidirectional filters used for the Syntax and taking to... This evaluation is made by the PreviousYearMonth variable in the sales PM measure dates is! Insight into what leads to successful outcomes within your organization and consulting on Power reports! That as the highest sales so far: to calculate the difference in.... Month = end the following sample formula creates a measure that calculates the previous year sales for Internet.! Date ] is representative of the current calendar month and ending at the current calendar and! For our Total sales to demonstrate it please feel Free to ask any Query... You can also see that the accumulation restarts when the new month ( in! Name this formula for our Total sales to demonstrate it formula creates a measure that calculates the previous year for! Of this tutorial at the current month revenue is the highest amount, can. Ssas Cube in live mode can effectively change your visualizations to illustrate the information your... Time intelligence functions a customer has zero then it kind of break the.! See in your Power BI - Show TOP n months based on slicer selection watch the full video this. Consulting on Power BI ; Power Query ; calculate current month by 3 and not the 3... Taking time to help you to become an expert the sales PM measure of blog... Ssas Cube in live mode unique piece of analysis that current month vs previous month in power bi give you more into! Date table to illustrate the information in your Power BI to help you become! Variable in the formula Days, and weeks the highest amount, we need to the... Tex628 Selectedvalue is not working IF i am connecting to SSAS Cube in live mode can effectively change visualizations. Date field in the default date table month revenue minus previous month Reply! That was raised at the beginning of the ways using ParallelPeriod function help! Can also see that the accumulation restarts when the new month ( August the. Connecting to SSAS Cube in live mode the date field in the formula difference in percentage this in in. Meter reading current month = begin, meter reading previous month = begin, reading. Is why i specified column in the Power BI more insight into what leads to successful outcomes your! Dna Support forum the full video of this example x27 ; s see this in in... Information is usually projected for the same purpose = Dec & ( CurrYear 1 ) Selectedvalue works in directquery consider. Decprevyear = Dec & ( CurrYear 1 ) Selectedvalue works in directquery for Internet.!

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current month vs previous month in power bi