Calculate Difference This Year vs Last Year In Power BI With DAX [2022 Update]

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In this tutorial, Sam demonstrates how to use DAX measures to work out the difference between calculated amounts this year versus last year. Get an intro into the concept of measure branching in DAX.
**** Video Details ****
00:00 Introduction
00:24 Summing up revenue column
00:37 Total sales measure
01:46 Reviewing total sales information by date
02:34 Total sales last year
04:20 Difference between sales this year vs last year
05:42 Visualization of difference between sales this year vs last year
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Опубликовано:

30 июн 2024

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Комментарии : 35

@EnterpriseDNA Год назад

Check out our FREE courses: bit.ly/3N00AJw

@srikantbattula8408 3 месяца назад

IT SHOW ERROR. CAN YOU PLEASE REPOST THE LINK. THANK YOU.

@GregAustin-ep9nw 10 дней назад

Simple measure that saves loads of time! Thank you!

@user-nt1kh1qq6z 4 месяца назад

Super simple and easy to follow! Just paid for a course that tried to explain this in an hour and I was super confused. I was able to understand it in under 10 mins with this. Thank you for the great content :)

@sulin6948 3 месяца назад

THANK YOU! The Step by step explaination and the checking of data by dates helped me to identify the underlying issues in my raw data. I was stuck in this calculation for awhile and all the suggestions I found didn't work on my model. Ready to move on to my next calculation now! :)

@drtonys.6963 Год назад

Thank you Sam, learning a great deal. I am in the process of building a financial model in MS Power BI. Budget versus actuals - once that is done then predictive analysis will come.

@EnterpriseDNA Год назад

Hey DrTony, we're glad our content has been helpful to your learning journey! We hope your project is going well too. Keep it up!

@NoahNathanson Год назад

Learning Power BI and appreciate all of the content you put out there

@EnterpriseDNA Год назад

Hi Noah, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

@anloncul8268 2 месяца назад

This was helpful, thank you!

@manticomar1146 Год назад

good work guys much better than other channels

@EnterpriseDNA Год назад

Hi ManticOmar11, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

@FredLaValley Год назад

Ent DNA content has helped me so much as I am “self-taught” on Power BI. I’d like to see more stuff with DAX and non-standard calendars. That’s hard to find

@EnterpriseDNA Год назад

Hi Fred, glad that our content are of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

@horliedayfarsh4678 Год назад

Hi Fred, have you got any help on non standard calendar? I'm stuck on a project that involves fiscal year calendar and I'm unable to use the time intelligence function.

@mikeycbd 3 месяца назад

Excellent, thank you!

@neronjp9909 5 месяцев назад

thx so much, super helpful do you know if it's possible to do in PowerBi, similar things like in Pivot table to have subtotal in the table ??' thx

@marinamarques2940 11 месяцев назад

Thank you! 🎉

@EnterpriseDNA 11 месяцев назад

Hi @marinamarques2940, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming data skills and AI tutorials, and announcements. Cheers!

@jmsalass Год назад

Thanks!

@EnterpriseDNA Год назад

Hi @jmsalass, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming data skills and AI tutorials, and announcements. Cheers!

@gregbellows7152 Год назад

Sam, I am using the Date calendar code from your resource lab, and does not have the Date Hierarchy drop-down option as your example. Also, do not have the MonthinCalendar in the Date menu like you are showing. Is there another or updated Date Code we should use?

@EnterpriseDNA Год назад

Hello Greg, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Over a period of time, we've updated our Date table quite significantly. We're providing a link below of a post from our Community Forum where our expert had updated the M Code and you can copy and paste them in your Advanced Editor by replacing the old code. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well. Hoping you find this useful! You can subscribe to our RU-vid channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI. Cheers, Enterprise DNA forum.enterprisedna.co/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/ forum.enterprisedna.co/t/extended-date-table-power-query-m-function/6390/202

@kingsleykpoku3206 2 месяца назад

Hi Guys, so when i use the calculate function for some reason it doesnt auto populate any of the names in the data set. basically it doesnt work . can someone help me please

@user-fz8hj6xz2v 4 месяца назад

im getting blanks with both Sameperiodlastyear and dateadd, i am using monthly data and the dates are based on the first of each month. Why is this causing me to get blanks?

@chicagobassplayer7175 Год назад

What if you want to only have the matrix/table show Year, Sales and Last Years Sales? I tried this and the DAX only works when you have the transactional date showing. I only want to show in a matrix the Year , Sales and Last Year Sales.

@EnterpriseDNA Год назад

Hello Chicago Bass Player, We're not sure about what you mean by "DAX only works when you have the transactional date showing". We replicated the scenario what you've mentioned in the matrix visualization using the same set of measures by replacing the dates with the years and we were able to see the results as expected. Please check the context of your measures/calculations that're implementing in your business case/scenario. For further queries, you can also reach out to us on our Community Forum by providing a detailed description of your query along with relevant files for reference. Our members and team of Experts will be happy to help out! If you haven't yet, do subscribe to our RU-vid channel and LinkedIn group to keep posted on Power BI, Power Platform, and the Microsoft stack updates. Hoping you find this useful! Cheers, Enterprise DNA forum.enterprisedna.co/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@chicagobassplayer7175 Год назад

Thanks - I needed to add a dedicated date table and join that table to my fact table. It worked after I did that. Thanks

@jacobsebastian6714 Год назад

Hello, first of all i want to tell you i love you and you are my savior. I tried to solve it in the Data table and listened to chat gpd to create a new column with the CALCULATE SUM PREVIOUS YEAR expression but it only gave me an empty column so i gave up. Thanks to you i can show the change diffence. And i created a new measure with percentage change. But the problem is it can only show the percentage with the measures and it doesnt take the columns. Is there a way to solve it in the data table instea of measures? Thank you for everything

@EnterpriseDNA Год назад

Hi @jacobsebastian6714, It's a bit difficult to assess and recommend without looking at the data structure, model and working of the PBIX file for reference. For further queries, you can also reach out to us at our Community Forum by providing a detailed description of your query along with relevant files for reference. Our members and team of Experts will be happy to help out! If you haven't yet, do subscribe to our RU-vid channel and LinkedIn group to keep posted on the latest data skills and tools updates. Hoping you find this useful! Cheers, Enterprise DNA forum.enterprisedna.co/ www.youtube.com/@EnterpriseDNA www.linkedin.com/groups/12004506/

@williamarthur4801 5 месяцев назад

Yes, but it does not deal with non like for like periods, so 3 years 1 = Feb - Dec, 2 = Jan - Dec, 3 = Jan = May, so so year 3 has to ignore previous form June and year 2 has to ignore current sales for Jan.

@faisalyst7002 Год назад

Please, how can i download such a data to use it in application ?

@EnterpriseDNA Год назад

Hi Faisalyst, all pbix file/datasets/resource files are available for download in the Enterprise DNA Online, which is accessible via a Subscription. Check out the link below. Cheers! portal.enterprisedna.co/

@Nickbless1 8 месяцев назад

How do you gather the data in excel to arrive to this please ?

@filipalm7585 8 месяцев назад

You need one column for each value you want to play around with, for example date, unit, country, sales eg. Each row needs to have data in each and every column.