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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 another visual that can be used?

  • 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.

3 Replies

  • 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

  • v-xiaotang's avatar
    v-xiaotang
    Community Support

    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.

  • Anonymous You can showcase last year vs. current year sales using Clustered column chart, Line chart, Stacked bar chart etc.