Compare category-wise CY ACT vs LY same Period

[Anonymous]

I have a dataset for 2 years, which includes Categories, sub-categories and Products list. I want to see product/category-wise comparison of ACT vs LY. How can I do that? I can compare CY vs LY using sameperiod last year DAX formula.  want something like below

	Act	LY Same period
Category 1
Category 2
Category 3
Category 4

Appreciate your help! 

[amitchandak · Accepted solution]

@Anonymous , With help from a date table you use trailing year measure for LY

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
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 :radacad sqlbi My Video Series Appreciate your Kudos.

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Anonymous]

Thanks, Amit,

I have a calendar table like below:

and a dataset with column heading like below: 

I want a chart showing product-wise CY YTD ACT and LY  YTD Same period like below :

Currently, I can show Monthwise differences like below:

But I need a product-wise comparison. What should I do?

@amitchandak 

[Ashish_Mathur]

Hi,

Share the link from where i can download your PBI file.

[Anonymous]

Hi Ashish, Thanks.

Please find the link below:

https://docs.google.com/spreadsheets/d/1VMO5t3u2bNx7rATps4K8RB6F8AIpi6C8/edit?usp=drivesdk&ouid=1155...

Best Regards,

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Anonymous · Accepted solution]

Hi Ashish, thanks for the solution 👍

[Ashish_Mathur]

You are welcome.

[amitchandak · Accepted solution]

@Anonymous , With help from a date table you use trailing year measure for LY

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5bd4
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 :radacad sqlbi My Video Series Appreciate your Kudos.