Compare categories with same period different years

[kerbaumalas]

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. 

ShopType	Order Date	Sales
A	1/1/2019	300
A	1/12/2020	200
A	2/12/2020	100
A	2/12/2019	120
A	3/12/2020	230
A	3/12/2019	110
B	1/28/2019	200
B	1/6/2020	150
B	2/2/2019	200
B	2/6/2020	500
B	3/3/2019	120
B	3/6/2020	230
C	5/28/2019	100
C	5/13/2020	400
C	6/28/2019	110
C	6/13/2020	330
C	7/28/2019	400
C	7/13/2020	200

Thank you very much in advance.

[amitchandak · Accepted solution]

@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.

[kerbaumalas]

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.