Power BI: Year to Date Comparison for Current vs. Prior Year 📅

In this Power BI Q&A Episode, we cover a question by Mike M: How do you Compare Sales YTD vs. Sales Prior Year YTD?

Do you have a Power BI Question ❓
➔ Stuck trying to make a DAX Measure work
➔ Can't get the Query Editor steps right
➔ Visuals are just not behaving! Argh!

==▶️ Video Chapters==
00:00 Problem: Comparing Year-to-Date for Current vs. Prior Year
02:13 Solution #1: Using FutureDate Filter
05:50 Solution #2: Using DAX CALCULATETABLE

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#PowerBI #PowerBIQuestion #PowerBIPro

===Most Popular Playlists===

⚡Power On!⚡
-Avi Singh

[ArgenisChaffardet]

Excellent, I had this problem years ago in Excel, now with Power BI is another thing, Great tip. Thanks for sharing

[aleksanderstrommer]

I was asked to do this today and you delivered!

[dirksmeyers]

Hi Avi, Thanks a lot for your video! It is very useful!! However, I had still a problem like today: November 1st. At this day I don't have the data of sales yet, but Sales Prior Year YTD calculates the data already of november. So my result was still biased for today. So instead of taking 'Calendar'FutureDate = "Past", I take now Calendar[MonthNum] <= Max([SalesMonth]), where [SalesMonth] is a column of the month of Orderdate. Once new data will be added, it will still be accurate 🙂. I refresh my data once a month. Refreshing every day could give other challenges ;-), Thank you!

[donjr]

Hi Avi, what if you have multiple past years, i.e 2017, 2018, 2019 and 2020?

[andrewvillamor]

Excellent video as usual from one of the masters! Thank you.

Could I know how did you do your calendar table though?

[dcpowered]

The download link for the PBIX file related to this video is missing from your website! Also, where to find the advanced video about building the forecasted chart? That should be part 2 to this video! Thanks for the help!

[rezag.]

Why a Power Query Calendar table and not a DAX calendar table? Looking at Singh's Ultimate Calendar table the start date is hard coded (StartDate = #date(2014, 1, 1) ). Is that not a limitation compared to DAX Calendar() ?!

[noelsalamante]

How do I this if I'm comparing current YTD to Prev Yr Ytd and 2 Yrs ago YTD? Sameperiodlastyear adds the 2 previous years together. Thanks!

[ofeliajesus]

Thank you the video is handy... I am trying FutureDate and curYearOffset and I am facing a problem the curYearOffset is filtering the current year how can I see the data from the previous ? ... but you don't have this problem in your sample ...

[chrisfotoglidis]

Iam a follower and i find your content intersting.
What about this....
Calculate ([Sales], Dateadd(datesytd(), -1, year))

This could work?

[yared]

I need the context of this. I don't know what data you are using.

[stevewasil]

how do you show the variance betweeen ytd and prior ytd?

[abhishekkabade]

I have "intel core 2Duo 2.33GHz" Windows 8.1pro, , , i install power Bi but facing some problems to open, , , sir please help

[agapheputrasusilo]

he is explaining clearly but i still dont understand lol