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kerbaumalas
Frequent Visitor

Compare categories with same period different years

Dear communities, 

I am new to PBI desktop and I have problem generating a visual to compare categories with same period (months) with different years. 

From my example below, I would like to show Axis X with Shop categories (A,B,C) and Axis Y are the total sales comparing same months from different years (2019 and 2020). 

 

Attached the table of data for your reference. Any help are well appreciated. 

ShopTypeOrder Date         Sales
A1/1/2019300
A1/12/2020200
A2/12/2020100
A2/12/2019120
A3/12/2020230
A3/12/2019110
B1/28/2019200
B1/6/2020150
B2/2/2019200
B2/6/2020500
B3/3/2019120
B3/6/2020230
C5/28/2019100
C5/13/2020400
C6/28/2019110
C6/13/2020330
C7/28/2019400
C7/13/2020200

 

Thank you very much in advance.

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@kerbaumalas , You can use time intelligence

Example

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

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

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@kerbaumalas , You can use time intelligence

Example

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

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

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.



Power BI Features || Datamarts: https://youtu.be/8tskWsJTEpg || Field Parameters : https://youtu.be/lqF3Wa1FllE?t=70
Time Intelligence Decoded : https://youtu.be/aU2aKbnHuWs&t=145s
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Dashboard of My Blogs !! Connect on Linkedin !! Subscribe to my youtube Channel !!
Want To Learn Power BI | Beginners !! Advance Concepts !! Power BI For Tableau User !!

Thank you very much @amitchandak  your time intelligence resolve the Year comparison and I am able to pull a bar chart comparing shoptype by 2 different years. 

 

However, when I want to zoom into Month by Months comparison, it don work anymore. Do you have any clue? 

thank you very much.

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