Time intelligence migration from Tableau to Power-BI

[SVM9698]

Hi All.

I have a little tricky scenario while migrating report from Tableau to Power-BI, where i have a input fact table with dates of present month and previous year same month with some values and a calendaer table with dates of present month and previous year same month and I need to build a output table with columns of 2024, 2023 with all dates along with some calculations like running sum and such. I ahve kept some dummy data with output schema as required.

Output:

Output

Input:

Calendar:

Hope anybody could help here.

Thanks in Advance and regards.

[audreygerred]

Hello! I suggest utilizing the date reference table from SQLBI I have referenced in my blog post: http://powerbiwithme.com/2023/08/01/the-custom-date-table-edition/. For the time intelligence you can get started by utilizing the following:

Sales TY = SUM('FactTableName'[Current Year Sales])

Sales PY = CALCULATE (SUM('TableName'[Current Year Sales], SAMEPERIODLASTYEAR('DateTableName'[Date])))

For units do same as above two, but use the unit fields instead.