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chandakaushik's avatar
chandakaushik
Icon for Helper I rankHelper I
5 years ago
Solved

Difference from previous period (in YYYYMM format)

Hello,

I have a column named PERIOD (in YYYYMM) format in both the fact and calendar tables.

Is there a way to calculate the difference between current period and previous period in the pivot?

Please see the screenshot below:

Difference between 201902 and 201901 should be 156,276 - 258,244 = (101968) and so on. I want to show the actual values and difference in columns (pivoted format).

 

Thanks in advance!

 

DAX
Previous month
Time Intelligence
  • amitchandak's avatar
    amitchandak
    5 years ago

    chandakaushik , better is that you create a date , as suggested by lbendlin, and use a date calendar.

     

    And create measures like this

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value =  CALCULATE(sum(''Table''[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

     

     

    The second way is to have month year table (Your month are sortable) and create a rank. You need to have a separate table.

     

    Month Rank = RANKX(all('Date'),'Date'[Month],,ASC,Dense)
This Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])))
Last Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])-1))

     

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

    Appreciate your Kudos.

3 Replies

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    5 years ago

    Convert the period to a fake date 

     

    DATE(YYYY,MM,1)

     

    and then tie that date into the calendar table. From there you can then use the regular time intelligence functions.

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    5 years ago

    chandakaushik , better is that you create a date , as suggested by lbendlin, and use a date calendar.

     

    And create measures like this

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value =  CALCULATE(sum(''Table''[total hours value]),previousmonth('Date'[Date]))

diff = [MTD Sales]-[last MTD Sales]
diff % = divide([MTD Sales]-[last MTD Sales],[last MTD Sales])

     

     

    The second way is to have month year table (Your month are sortable) and create a rank. You need to have a separate table.

     

    Month Rank = RANKX(all('Date'),'Date'[Month],,ASC,Dense)
This Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])))
Last Month = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Month Rank]=max('Date'[Month Rank])-1))

     

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
    https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions

    Appreciate your Kudos.