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weeksd's avatar
weeksd
Frequent Visitor
5 years ago
Solved

Visualizations with different filters

I have a requirement to create a report in which a user will select a year from a slicer.   There needs to be 2 bar charts on the report with one showing the year selected in the slicer.  The other chart needs to show the  previous year's data.

 

For example a user selects 2020 in the slicer.  Chart 1 would show 2020 data and Chart 2 would show 2019 data. 

 

Any one know how to accomplish this?

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  • MFelix's avatar
    MFelix
    5 years ago

    Hi weeksd ,

     

    The example I have used is just on some mockup data I have and based on months has I reported, so each month have is own bar chart.

     

    In Power BI you can achieve this by using a measure has I refered previously or using the samll multiples making a filter based on the information.

     

    In Power BI calculations are based on context meaning that filters, columns, others visualizations and so on influence the result of your visualizations. This also means that the way you have your data setup also impacts the calculations.

     

    If you unpivot your data you will only need a single measure for the previous year calculation, however if you keep your model with the A, B and C column you will need to have more than one measure.

     

    For using the small multiples you just need to adjust to show the last 2 years.

     

    I have pickup your data again and made a small file with both options, I also added 2019 data to have the filtering. Also only have to slicers but you can had has many has you need.

     

    Using the previous year measure you need to have the use of 3 measures:

    Previous Year A = CALCULATE(SUM(DATA[A]),FILTER(ALL(DATA[Year]), DATA[Year]= MAX(DATA[Year]) -1))

Previous Year B = CALCULATE(SUM(DATA[B]),FILTER(ALL(DATA[Year]), DATA[Year]= MAX(DATA[Year]) -1))

Previous Year C = CALCULATE(SUM(DATA[C]),FILTER(ALL(DATA[Year]), DATA[Year]= MAX(DATA[Year]) -1))

    Result is below:

    Using the small multiples you need to create a table or the years and a measure for the filter:

     

    TABLE Years = DISTINCT(DATA[Year])

YearFilter = if(VALUES(DATA[Year]) <= MAX(Years[Year]) && VALUES(DATA[Year]) >= MAX(Years[Year]) -1 , 1)

    Now use the year from the new table has you slicer and the Yearfilter on your visualization setting up the value for non blank values:

     

    Check PBIX file attach.

     

    Believe that probably I'm not understanding your request but be aware that the interactions between your visualizations and your measures and calculations is very important in Power BI and this concept makes all the difference between the results.

     

    If  I can assist in any other way please tell me.

17 Replies

  • MFelix's avatar
    MFelix
    Super User
    5 years ago

    Hi weeksd .

     

    I'm assuming you are using a calendar table in this case you can add a measure for the previous year that depending on the type of selection can be one of the ones I present below:

     

    Previous year = CALCULATE(SUM(Table[Value]), SAMEPERIODLASTYEAR(CalendarTable[Date]))

Previous year = CALCULATE(SUM(Table[Value]), DATEADD(CalendarTable[Date], -1 , YEAR))

     

     

    There are several options.

     

    Also not sure if this helps but you can place both values on the same chart no need to create two different charts.

    • weeksd's avatar
      weeksd
      Frequent Visitor
      5 years ago

      I have tried to reply to both users who have replied to my post. I get and error for "invalid parameters" when doing so.  I will try to reply to both here.

       

      Reponse #1:

      Using a calendar table. I am very new to PBI and have no idea what that is.  The graphs cannot be combined into one as there could be 52 weeks of data displayed on the X axis.

       

      Response #2

      The data is stored in one table which is outlined like below.  The requirements is one slicer showing the year value.  For example 2021 and 2020. The top graph would display the chosen year (2021) and display all data points.  The bottom graph would show the previous year (2020) data points. The values are already aggregated so there is no SUM function required just need to display them.

       

      Table looks like this:

      Year    WEEK#         A   B  C

      2021           1               7   5   8

      2021          2               2   5    8

      2020         1                8   8   8

      2020         2                7   5   8

      • MFelix's avatar
        MFelix
        Super User
        5 years ago

        Hi weeksd ,

         

        Having the data like this you will have some addtional issues, because if you want to show the values for the all the columns A, B, C you need to create a measure for each one the measures should look like:

        Preivous Year = CALCULATE(SUM(DATA[A]),FILTER(ALL(DATA[Year]), DATA[Year]= MAX(DATA[Year]) -1))

         

        However if you allow me there are some things I believe you need to think about in order to improve your model:

        • If the columns A, B, C are regarding the same values but for different proiducts or similar you should unpivot your table that way you could have a single measure instead of 3 measure for the previous year
        • Instead of using the Year and Week you could had a date column (with end of the week date) and use a calendar table to make the calculations this would simplify all your time calculations and you would be abble to compare with previou period, do rolling average and so on much easier.

        If you need any assistance on this please tell me.