I used the parallelperiod and it calculates the correct figures when its not applied any date filters. View all posts by Sam McKay, CFA. Using these functions are not too difficult. I am just showing one of the ways using ParallelPeriod function. How would you go about comparing week numbers? Certainly, there are many ways to combine various different DAX functions and logic within the formulas. We name this formula Sales QTD, and then use Time Intelligence functions. A Boolean expression that defines a single-column table of date/time values. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Meanwhile, the Month & Year column is actually a text field. Ive already got a few measures here so now were going to create quickly the quarter to date number. Marco is a business intelligence consultant and mentor. Insights and Strategies from the Enterprise DNA Blog. Ill use this formula for our Total Sales to demonstrate it. Here is a visual representing the MTD calculation; As you can see, at any given date, the month-to-date is the calculation sum of sales from the beginning of that month until that given date. To achieve that, we should use the FILTER function, with SUMMARIZE function inside of it. The Dates argument can be any of the following: Constraints on Boolean expressions are described in the topic, CALCULATE. Syntax DAX PREVIOUSMONTH Parameters A table containing a single column of date values. You may watch the full video of this tutorial at the bottom of this blog. However it doesn't work. Now Im going to show you what you probably have if youre looking at live data. 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. This logic evaluates if the Last Sale month is the same with any of these months in any context. Happy Learning!!! When I run it its the same values as the original metric. One simple way to calculate the previous MTD is to just calculate the current MTD but for the previous period. ParallelPeriod is a tabular function, that returns a table of dates that is parallel period to the current period. To get Total Sales for any particular Month Year such as Feb 2015, use the formula below. Sample data as text, use the table tool in the editing bar2. I provide training and consulting on Power BI to help you to become an expert. In my data table, the MonthnYear column is a numeric field. Hello there, thank you for posting your query onto our blogpost. 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. Let's see this in action in the Power BI report. PREVIOUSYEAR, More info about Internet Explorer and Microsoft Edge. 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. 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. 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. 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. The following sample formula creates a measure that calculates the 'previous month sales' for Internet sales. This article introduces the syntax and the basic functionalities of these new features. 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 ran through how you can effectively change your visualizations to illustrate the information in your Power BI reports in a compelling way. Insights and Strategies from the Enterprise DNA Blog. 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. PREVIOUSMONTH Here in this table, you can see what should be our end product. VAR DecPrevYear = Dec & ( CurrYear 1 ) And finally, the previous YTD calculation will be as below; As you can see in the screenshot above, the YTD sales of 1st of Jan until 16th of Oct of 2007 are presented beside the previous YTD sales of 1st of Jan until 16th of Oct 2006. Reza is also co-founder and co-organizer of Difinity conference in New Zealand. An example is below; This calculation can be done using many different ways in Power BI, most of them using DAX. A Boolean expression that defines a single-column table of date/time values. Ex: as of 3/9/21 Hoping you find this useful and meets your requirements that youve been looking for. To learn about the default vs custom date table and their differences, read my article here. http://community.powerbi.com/t5/Community-Blog/Mean-Time-Between-Failure-MTBF-and-Power-BI/ba-p/3395 https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882, https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490. These calculations can be more helpful than comparing with the entire period last month because if this month is still not full, then comparing with a full period wont give you a close comparison point. For DAX/Power BI Learning Enroll to Free and Member only courses at https://portal.enterprisedna.co/. rolling sum of 12 months including current month ( current month +last 11 months ) . In the example we are considering, the selection made on the slicer shows just a few months. The same approach can be used to calculate the previous QTD as below; 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). 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. In this example, were comparing to the first 20 days of the quarter last year. Many times, it might actually be helpful to focus on that one dynamic month where the best performance was achieved. After which we drag it into our table and we can see the comparison of sales quarter to date (QTD) in the current context versus the prior year. The same goes with quarter- t- date and year-to-date. Lastly, I created a simple logic for comparison with the best month. You can also see that the accumulation restarts when the new month (August in the screenshot above) starts. So, meter reading previous month = begin, meter reading current month = end. Get Demo Files herehttps://ko-fi.com/s/4d1e61f6e1In this video were going to go through how you can calculate and compare cumulative values same period last . From a DAX standpoint, the previous row of the matrix is not a concept that can be directly expressed in a formula. He first started working on Analysis Services in 1998, back when Analysis Services was known as OLAP Services. 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. Selectedvalue works in directquery. A table expression that returns a single column of date/time values. 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. This is actually a unique question that was raised at the Enterprise DNA Support Forum. Now, the result of that row is going to be determined by the logic that we place within it. In addition to your Total Sales measure, all you need is a previous month's sales measure using DATEADD to step the calculation back by one month: Sales PM = CALCULATE ( [Total Sales], DATEADD ( Dates [Date], -1, MONTH ) ) portal.enterprisedna.co The best time comparison function - DATEADD Then, it returns the highest number which is 1,024,700. BLANK (), Comparison- current month vs previous month, https://powerbi.tips/2016/07/measures-month-to-month-percent-change/, http://blog.sqlgeek.pl/Download/DAX - Month over Month.pbix, http://www.daxpatterns.com/time-patterns/, How to Get Your Question Answered Quickly. Sales Last Month := CALCULATE(SUM('ShopSales'[SalesAmount]), PREVIOUSMONTH('Time'[DateKey])) When I replace the date with the product type the chart goes blank. What Is the XMLA Endpoint for Power BI and Why Should I Care? Reza Rad is a Microsoft Regional Director, an Author, Trainer, Speaker and Consultant. In the model above, I am not using the default/built-in date table in Power BI. Additionally, we can learn to effectively use CALCULATE and FILTER functions together. We can also put this into a chart, and we see that this is showing a quarter to date number. Same can apply to Week number. 0. It is not showing the month values for 2019. please help me with it and provide a solution. (But it just dividing the current month by 3 and not the Last 3 Mnths.) Any help? Time intelligence functions I have used the DimDate as a custom date table and marked it as a Date table. (optional) A literal string with a date that defines the year-end date. The date field is the most important parameter here. Go to Solution. Sales Growth %: To calculate the difference in percentage. You can use different functions to achieve the result. See here https://blog.enterprisedna.co/2017/10/04/how-to-create-a-detailed-date-table-in-power-bi-fast/. Attend online or watch the recordings of this Power BI specific conference, which includes 130+ sessions, 130+ speakers, product managers, MVPs, and experts. Power BI - Show TOP n months based on slicer selection. Return value. To show the true Power BI month-to-date, quarter-to-date, or year-to-date time comparisons, we need to get rid of or blank out the numbers that are past today or where they sit in the current context. Below is the link of the forum provided for the reference. Here are the results of the expression above: The interval is Month, which means we are getting the sales of a month. In the screenshot above, the value presented is for the sum of sales from 1st to the 9th of August 2005. DateAdd can give us that calculation on a daily basis. PREVIOUSQUARTER Hey Sam, this was a great blog post, I have a question tho. 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). 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. So every month PBI has to calculate the new month usage automatically. 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