Missing DateHierarchy N DateIntelligence. Calculate diff. btwn. same period this yr vs last yr.

[JOO13]

Hi All,

Pretty new user of Power BI here and faces some difficulties as per listed below.

We really hope that someone would gives advice/help on this.

As we are trying to make comparisons between sales performance of pervious year vs this year by Period, we definitely need “Date Intelligence” through “Quick Measures” in power Bi which could provide a great help on this calculation.

However, the date intelligence is missing which could be due no date hierarchy is available as well.

• What can be done to have the date intelligence and date hierarchy available or what are the other options? Are there any DAX expressions will be useful for this case if date intelligence and date hierarchy still couldn’t be enabled?

Example of raw data:

Date	Year	Qtr	Period	Customer	Sales
1/12/2018	2018	1	1	A	100
5/12/2019	2019	1	1	A	200
5/2/2018	2018	1	3	B	400
5/2/2018	2018	1	3	B	400
5/2/2019	2019	1	3	B	300

                ** Date column is not linked to any other tables

                ** Data type has already set to Date/Time

                ** Both date intelligence and date hierarchy are available automatically when we created a new table with a date column.

Note that we are trying to make a comparisons between pervious year vs this year from summarized data by Year, Period and Customer as per below desired output:

Year	Qtr	Period	Customer	Sum of Sales	Growth%
2018	1	1	A	100
2018	1	3	B	800
2019	1	1	A	200	100%
2019	1	3	B	300	-63%

Thank you. 

[v-juanli-msft · Accepted solution]

Hi @JOO13 

Create three measures

total value =
CALCULATE (
    SUM ( Table1[Sales ] ),
    FILTER (
        ALLSELECTED ( Table1 ),
        Table1[Year] = MAX ( Table1[Year] )
            && Table1[Period] = MAX ( Table1[Period] )
            && Table1[Customer ] = MAX ( Table1[Customer ] )
    )
)

LY =
CALCULATE (
    [total value],
    FILTER (
        ALLSELECTED ( Table1 ),
        Table1[Year]
            = MAX ( Table1[Year] ) - 1
            && Table1[Period] = MAX ( Table1[Period] )
            && Table1[Customer ] = MAX ( Table1[Customer ] )
    )
)

growth = IF([LY]<>BLANK(),([total value]-[LY])/[LY])

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-juanli-msft · Accepted solution]

Hi @JOO13 

Create three measures

total value =
CALCULATE (
    SUM ( Table1[Sales ] ),
    FILTER (
        ALLSELECTED ( Table1 ),
        Table1[Year] = MAX ( Table1[Year] )
            && Table1[Period] = MAX ( Table1[Period] )
            && Table1[Customer ] = MAX ( Table1[Customer ] )
    )
)

LY =
CALCULATE (
    [total value],
    FILTER (
        ALLSELECTED ( Table1 ),
        Table1[Year]
            = MAX ( Table1[Year] ) - 1
            && Table1[Period] = MAX ( Table1[Period] )
            && Table1[Customer ] = MAX ( Table1[Customer ] )
    )
)

growth = IF([LY]<>BLANK(),([total value]-[LY])/[LY])

Best Regards
Maggie

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[JOO13 · Accepted solution]

Thank you! This is definitely useful but we are interested to understand why both the Date Hierarchy and Date Intelligence are missing as well. I figured out that it is due to we used "Direct Query" instead of "Import" when we are retrieving the data from the database. Both Date Hierarchy and Date Intelligence are available only when the raw data are retrieved through "Import".