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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

previous year and current year visual

Im creating an actuals report for finance and I want to include a visual which shows a summary of last years sales total vs this years on going sales. Would this be best as a card visual or is there...
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  • v-xiaotang's avatar
    v-xiaotang
    4 years ago

    Hi Anonymous 

    For visual selection, card visual is ok, you can also choose visuals bellow, Clustered column Chart, Pie Chart, and so on.

    Best Regards,

    Community Support Team _Tang

    If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

Anonymous , If you have date in data, use date table and time intelligence 

 

measure like these cn help

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

 

If you have data at year level, a separate year(date) table

 

//Only year vs Year, not a level below

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

 

Diff and %

 

diff = [This Year]-[Last Year ]
diff % = divide([This Year]-[Last Year ],[Last Year ])

 

 

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA