DAX Formula:
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The Previous Year Sales calculation is a fundamental business intelligence metric that compares current period sales performance against the same period in the previous year. This year-over-year analysis helps identify growth trends, seasonal patterns, and business performance.
The DAX formula uses time intelligence functions:
Where:
Explanation: The CALCULATE function changes the filter context to the previous year while maintaining the same date range, allowing accurate year-over-year comparisons.
Details: Year-over-year sales analysis eliminates seasonal variations and provides a clearer picture of business growth. It's essential for strategic planning, performance evaluation, and identifying underlying business trends beyond monthly fluctuations.
Tips: Enter current year sales amount, year-over-year growth rate percentage, and select currency. The calculator will compute previous year sales and the absolute change between periods.
Q1: Why use PREVIOUSYEAR instead of DATEADD?
A: PREVIOUSYEAR is specifically designed for year-over-year comparisons and automatically handles leap years and calendar variations, making it more reliable than manual date calculations.
Q2: What if my data doesn't have a proper date table?
A: Time intelligence functions require a properly structured date table with continuous dates. Create a dedicated date table with all dates in your analysis period.
Q3: How do I handle partial year data?
A: Use SAMEPERIODLASTYEAR with specific date ranges or calculate year-to-date comparisons using DATESYTD and parallel period functions.
Q4: Can I calculate previous year for custom fiscal years?
A: Yes, use PARALLELPERIOD function with custom month offsets or create a fiscal calendar table with appropriate date relationships.
Q5: How do I visualize year-over-year comparisons?
A: Use line charts with multiple years, waterfall charts for changes, or KPI indicators showing percentage growth with previous year values.