If you want to make visuals in Power BI that Adapt based on varying dates to compare, for example, growth rate over the years (YOY wise). Then do the following:
Prepare Your Date Table: The very first thing you need to do is ensure that there’s a complete date table in your data model. This table should have columns such as Year, Month, Quarter, and Day, among others. You can create this in Power BI using DAX, or you can import it into Power BI if you already have a data table. An adequate data table is very important for every time-related calculation using various intelligence functions.
Create the Necessary Measures: To illustrate the construct of a Yoy measure, one has to first understand how to create measures in DAX and the concept of context, enabling the measure to retrieve the current sense of the data within the given period. For example, in year-on-year growth calculation, suppose you want to present the sales figures of 2020 and 2021 as two figures on the Power BI tableaux.
Sales = SUM(Sales[Amount])
Sales LY = CALCULATE(SUM(Sales[Amount]), SAMEPERIODLASTYEAR('Date'[Date]))
YOY Growth = DIVIDE([Sales] - [Sales LY], [Sales LY], 0)
In this case:
Sales is the overall sales in the chosen timeframe.
Sales LY takes the sales from the corresponding time frame a year before using SAMEPERIODLASTYEAR.
YOY Growth determines the percentage difference when comparing this year’s growth vs last year’s growth.
Employ Time Intelligence Functions: Power BI provides many such time intelligence functions that increasingly simplify comparison calculations like YOY growth through functions like SAMEPERIODLASTYEAR, PARALLELPERIOD, and DATEADD. These assist in calculating figures for the same date the previous year or after a given time lapse.
Develop Dynamic Visuals: Incorporate appropriate visuals such as line graphs, bar graphs, or tables to present the measures that have been formulated. In addition, make sure that the pictures are linked with the time parameter so that they adapt quickly to the different time periods that the users of the data filtering or slicing have access to.
Dynamic Title = "YOY Growth for " & FORMAT(MIN('Date'[Year]), "YYYY") & " vs " & FORMAT(MIN('Date'[Year]) - 1, "YYYY")
The year chosen in the slicer determines this powerful title, which changes for the better context of the visuals.
Following these guidelines will help you build Power BI visuals that empower date comparison co-relations between different visuals, thus making time-oriented statistics análisis, such as year-on-year growth, more user-friendly.
