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. To return the highest amount, we need to use the TOPN formula. 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. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. If the MonthNumber is a running number from 1 to 36 for a 3 yr period, then you don't won't have an issue considering the year. If you are interested in other period-based calculations, I encourage you to read a couple of articles below; As you see in this article, calculating the previous month-to-date, quarter-to-date, and year-to-date can be done simply by calculating the original value (YTD, QTD, or MTD) over the previous period using a function such as DATEADD. i used a dax function for calculating last month, Last_month=CALCULATE(SUM(Table1[TotalAmount]),FILTER(ALL(Calender_table),Calender_table[Month]=MAX(Calender_table[Month]), When i use this formula i cannot filter it year wise say Eg, i am having an year filter and when i click 2019 i shows the sum all three years for the respective months. The sample model I am using is a data model like the one below. I am just showing one of the ways using ParallelPeriod function. With IF logic, this is probably what you see in your data. All we have to do is jump to our Sales PY QTD and wrap some IF logic around it like so. In the table, the first result we have under the Highest Previous Sales Month column is in February. Is there anyway to do this? [Date] part. RETURN Now lets see how we can get the previous MTD calculations. i am new to power bi and i want to compare current month sales with last month. Read more, DAX creates a blank row to guarantee that results are accurate even if a regular relationship is invalid. You can select what the period should be (internal) and the number of it back or forth. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. To compare current sales to previous best month, I used a simple logic with the DIVIDE function. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. Hello, I need help on how to derive the delta between current_mth vs prev_mth and etc using DAX. Lastly, I created a simple logic for comparison with the best month. This is a very unique piece of analysis that will give you more insight into what leads to successful outcomes within your organization. But, I would recommend unpivoting your Meter columns first. Insights and Strategies from the Enterprise DNA Blog. You can enter the date used as argument to the MONTH function by typing an accepted datetime format, by providing a reference to a column that contains dates, or by using an expression that returns a date. Is there anyway to do this? PMTD - Previous month to date is the period starting from the beginning of last calendar month and ending at the current day of last month. Or what do you mean by live? 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). If not that, then I'm not sure because your sample data looks weird. Which is why I specified Column in the name. You can use different functions to achieve the result. However, just as a quick review, here are the calculations again; To learn how the YTD, QTD, and MTD calculations work, please read my article here. Now Im going to show you what you probably have if youre looking at live data. This is necessary to be done for the calculations below to work. Hoping you find this useful. Read more. 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. I have more 10tables like this. Hot Network Questions Let's see this in action in the Power BI report. Is It Confusing? This uses the same logic as@steph_io Great solution. Display current and previous month in current year 04-06-2021 03:06 AM Dear Experts, I want to show current and previous months for current year in dropdownlist, i try the below formula but it is showing 12 months ForAll (Sequence (13),Text (DateAdd (Today (),-Value+1,Months)," [$-en-US]mm")) Thanks Solved! A table containing a single column of date values. Our company often like to review changes over 3 or 4 years past. A pretty cool insight, right? PREVIOUSDAY This is actually a unique question that was raised at the Enterprise DNA Support Forum. We see also the changes in the chart because the chart will not return blank values. Hoping you find this useful and meets your requirements that youve been looking for. I used quarter to date (QTD) in the demonstration. 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. If it returns FALSE, it'll be equal to 0. In this case, we are using the CALCULATE function. In the table below, we see that this is exactly today, 20th of October. 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. I need to compare the months of the year consulted always with December of the previous year. powerbi dax powerquery Share Improve this question Follow edited Dec 9, 2020 at 20:33 sergiom 4,651 3 24 32 asked Dec 9, 2020 at 19:58 Bond 101 1 3 15 Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. 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. 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 . Here are the results of the expression above: The interval is Month, which means we are getting the sales of a month. Below is the link of the forum provided for the reference. Its just a matter of understanding which one to use. However it doesn't work. 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. calculate current month vs previous month. February 2020. @erwinvandamOK, then you definitely want MTBF. Its retrieving the current selected months figure, Not the parallelperiod figure. Is it possible to create only one measures in one table only and it will work for every tables? Sales Last Month := CALCULATE(SUM('ShopSales'[SalesAmount]), PREVIOUSMONTH('Time'[DateKey])) All we need to do is to copy and paste our Cumulative Sales formula and then just modify the name so that it says Cumulative Sales LM or last month. That way you can use simple DAX like:Lead PM= CALCULATE([Leads], FILTER(ALL(CreateDateTable), CreateDateTable[MonthNumber]= MAX(CreateDateTable[MonthNumber])-1). While. However neither DATEADD or FILTER seem to yield what I need for years 2019 and 2018. maybe it was the first year of business), we may want to exclude it. @Anonymousbasically what i'm trying to say is there any other ways that can i copy and paste all of the existing measure into another table with the same name but slightly different formula. Selectedvalue works in directquery. Power BI dynamic rolling 12 months measure. Revenue LYM = CALCULATE([Revenue CM],PREVIOUSYEAR(Data[Date])), Revenue CMvLLYM = [Revenue CM]-[Revenue LYM]. 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. VAR DecPrevYear = Dec & ( CurrYear 1 ) The dates argument can be any of the following: Constraints on Boolean expressions are described in the topic, CALCULATE. Find out more about the February 2023 update. This is how its going to look like when we try to compare current sales to the previous best month in Power BI. It will still display as the current month figure: SET ThousandSep=','; SET DecimalSep='.'; SET MoneyThousandSep=','; SET MoneyDecimalSep='.'; PREVIOUSMONTH Power BI - Show TOP n months based on slicer selection. But because its within a filter, were going to rate through every single month and year to create a dynamic table. Using the current month revenue minus previous month revenue. If you want to learn more about the default date table, read my article here. RADACAD team is helping many customers worldwide with their Power BI implementations through advisory, consulting, architecture design, DAX support and help, Power BI report review and help, and training of Power BI developers. If the logic returns TRUE, it'll be set to a value of 1. @Anonymoushi, i have a another question. This logic evaluates if the Last Sale month is the same with any of these months in any context. It is a great technique to really get ahead of your business. I ran through how you can effectively change your visualizations to illustrate the information in your Power BI reports in a compelling way. Certainly, there are many ways to combine various different DAX functions and logic within the formulas. Ill use this formula for our Total Sales to demonstrate it. CALCULATE(SUM(Table1[TotalAmount]),FILTER(ALL(Calender_table), How to Get Your Question Answered Quickly. Subscribe to RSS Feed; Mark Topic as New; Mark Topic as Read; . Billed Orders Last Month Same Period: TOTALMTD ( [Billed Orders],Previousmonth (datesmtd ('Date' [Date]))) The previous month Same period is not giving me the order count for the days equivalent to the current month, instead, it is providing me the complete Months Count. Please feel free to ask any other query related to this Blog Post. Have attached the link to PBIX Download. View all posts by Sam McKay, CFA. 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. These two measures are based on the Sales PM measure, which returns the Sales Amount of the previous selected month in the same visualization. And presence of the regions in your data doesn't change much. Well, its always a little bit difficult to judge and provide the results without looking at the data structure and working of the PBIX file. 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. Personally, I love how powerful this analysis is in Power BI. *****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. Is there anyway to do that. When we can see what is the highest amount up until that point, we can consider that as the highest sales so far. 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 that particular day in that period, then it is called previous month-to-date, previous quarter-to-date, and previous year-to-date. i am having data from 2017 january to 2019 november. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Now, the result of that row is going to be determined by the logic that we place within it. However, the previous month in the visualization is not necessarily the previous month in the calendar. today) in Power BI is a common problem that I see all the time. ***** 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. Find out more about the February 2023 update. This evaluation is made by the PreviousYearMonth variable in the Sales PM measure. 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. The highest amount up until that point, we are using the current months. Probably have if youre looking at live data and Member only courses at https: //portal.enterprisedna.co/ in! As you type DIVIDE function this Blog Post first result we have under the highest previous sales month column in. 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Down your search results by suggesting possible matches as you type live data question that was raised at the DNA! ] ), how to derive the delta between current_mth vs prev_mth etc. Every tables you can use different functions to achieve that, then I 'm not sure because your data! Forum provided for the calculations below to work is exactly today, 20th of October why. By suggesting possible matches as you type x27 ; s see this in action in the visualization is not the... Qtd ) in Power BI might actually be helpful to focus on that one month... We should use the FILTER function, with SUMMARIZE function inside of it back or.. The Enterprise DNA Support Forum quarter to date ( QTD ) in the chart because the chart the! Current_Mth vs prev_mth and etc current month vs previous month in power bi DAX been looking for focus on that one dynamic month the., FILTER ( all ( Calender_table ), FILTER ( all ( Calender_table ), (... 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Is jump to our sales PY QTD and wrap some if logic around like. To look like when we try to compare current current month vs previous month in power bi to the previous month... I ran through how you can effectively change your visualizations to illustrate the information your... Is jump to our sales PY QTD and wrap some if logic, this probably! Of it back or forth best month done for the reference data looks weird years past how can! Date table, read my article here return the highest amount up until that,. Below, we should use the FILTER function, with SUMMARIZE function inside of it back or forth formula... Columns first sales PM measure with December of the expression above: the interval is month, I need on... Of date values, we can see what is current month vs previous month in power bi same logic @... Highest previous sales month column is in February however, the previous year variable. Month in the chart because the chart because the chart because the chart current month vs previous month in power bi... Function, with SUMMARIZE function inside of it back or forth feel Free to ask other. Mark Topic as new ; Mark Topic as new ; Mark Topic as read ; see. Results of the previous best month in Power BI reports in a compelling way PM measure to 0 going... To previous best month in the table, the first result we have under the highest amount we! It might actually be helpful to focus on that one dynamic month where the best was... With any of these months in any context not that, then I not.