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ahipon's avatar
ahipon
Frequent Visitor
4 years ago
Solved

Measure to show difference from previous base field

I have a pivot table in Excel that shows the difference of values from the previous base item.  How can I do the same in Power BI through a DAX measure?  Below is image of the settings I would use in Excel.  Thanks.

 

 

  • ahipon , You can check quick measures

     

    with help from date table, you can use time intelligence

     

    example measures

     

    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]))

     

    next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))

     

    this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))

     

     

    use measures from above 

     

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

     

     

    Power BI — Month on Month with or Without Time Intelligence
    https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
    https://www.youtube.com/watch?v=6LUBbvcxtKA

5 Replies

  • ahipon , You can check quick measures

     

    with help from date table, you can use time intelligence

     

    example measures

     

    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]))

     

    next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))

     

    this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))

     

     

    use measures from above 

     

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

     

     

    Power BI — Month on Month with or Without Time Intelligence
    https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
    https://www.youtube.com/watch?v=6LUBbvcxtKA

    • ahipon's avatar
      ahipon
      Frequent Visitor

      I tried checking quick measures but couldn't find a "difference from" option to select a previous base item.  Is there a way to calculate previous value without using a date table?

    • ahipon's avatar
      ahipon
      Frequent Visitor

      Thanks for your help.

      I think I was able to use your measures as a guide.  This is what I came up with for my measures without using a separate date table.

       

      Previous USD Value = CALCULATE(SUM(Table1[USD Value]),PREVIOUSMONTH('Table1'[Calendar Month Year]))

       

      USD Diff = CALCULATE(SUM(Table1[USD Value]) - [Previous USD Value])
  • ahipon , You can check quick measures

     

    with help from date table, you can use time intelligence

     

    example measures

     

    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]))

     

    next month Sales = CALCULATE(SUM(Sales[Sales Amount]),nextmonth('Date'[Date]))

     

    this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))

     

     

    use measures from above 

     

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

     

     

    Power BI — Month on Month with or Without Time Intelligence
    https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
    https://www.youtube.com/watch?v=6LUBbvcxtKA

  • Excel has a functionality named "% Difference from" to be used on pivot table to calculate the variance between a value against previous valu row. 

    I would like to do the same function in Power BI to calculate the % Diff Ordered Units and % Diff Avrg Retail with the option to select by Year, by Week or by Date by item level.