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Master Dynamic MoM & YoY % Variance DAX Measures in Power BI
📊Dynamic MoM & YoY % Variance in Power BI - A Step-by-Step DAX Tutorial
🚀 In this tutorial, I’ll walk you through creating dynamic Month-over-Month (MoM) and Year-over-Year (YoY) DAX measures step by step. Learn how to show variances between two periods in a clear, actionable way-a key UX/UI component for impactful Power BI reports.
🎓What You’ll Learn in This Power BI UX/UI Tutorial:
📊 Dynamic MoM % Measure: Build and tweak a flexible MoM variance measure step by step.
📈 Dynamic YoY % Measure: Transform your MoM measure into a rolling 12-month YoY measure-or any other custom period-with ease.
📅 Master the EOMONTH Function: Learn how to create flexible, rolling date ranges with this essential DAX function, explained in detail with examples.
📝 Dynamic Text Labels: Visually show the time periods your MoM and YoY measures reference so stakeholders always understand the insights.
🌟Why Watch This Tutorial?
This video teaches you how to craft flexible, dynamic variance measures in DAX, elevating your Power BI reports with clear and actionable insights. Perfect for delivering stunning UX/UI-designed dashboards with context that stakeholders will love!
🤝If you found this video helpful, don’t forget to:
🔔 Like, Subscribe, and Turn on Notifications to stay updated!
💬 Comment with your feedback or ideas for future tutorials.
💌 Share this video with others who would love to level up their Power BI skills.
💡 Bonus!
Want to practice with the exact dataset featured in this tutorial? Enroll in my course, "14 Days to Mastering Power BI UX/UI Design." This program gives you the tools to create stunning, next-level Power BI reports. ✨ Enroll Now: 👉 courses.nextlevelreports.com/14-days-mastering-ux-ui-design-website-path 🚀
🔗Link to "Take your Power BI Cards to the Next Level - Full PBI UX/UI Tutorial "👉 th-cam.com/video/uuT6rpbugsY/w-d-xo.html
🔗Link to DAX MoM and YoY measures used in this tutorial👉drive.google.com/file/d/1WxZH4-qm5onm2lBF9qgMuAO5qa5BSfs9/view?usp=sharing
#PowerBI #DAXTutorial #DataVisualization #UXUIDesign #PowerBIDesign #PowerBIReports #NextLevelReports #VarianceMeasures
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ความคิดเห็น

  • @jesusdariomosquera7762
    @jesusdariomosquera7762 2 วันที่ผ่านมา

    WAOOO AMOIGO EXCELENTE GRACIAS

  • @VonMellArevalo
    @VonMellArevalo 2 วันที่ผ่านมา

    You should show us those DAX MEASURE TO GIVE US IDEA OF TWHY IS IT INCLUDED IN THE REPORTS

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 2 วันที่ผ่านมา

      Here you go th-cam.com/video/B0KRfybXvh0/w-d-xo.htmlsi=L2gAGGTbGMD1KB-8

  • @IloabuchiifechukwuDavid
    @IloabuchiifechukwuDavid 3 วันที่ผ่านมา

    Thanks sir Please make a complete tutorial on this project

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 3 วันที่ผ่านมา

      Hello! If interested in building the exact report in the video, feel free to check out my full Power BI UX/UI course --> courses.nextlevelreports.com/order-form-14-days-to-mastering-power-bi-ux-ui-design-website-path

  • @ragulmarley4900
    @ragulmarley4900 4 วันที่ผ่านมา

    Sir kindly upload 😊 basic to advanced video in bi 😊 really helpful

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 3 วันที่ผ่านมา

      I'm glad these videos have been helpful! Feel free to check my course if you're looking for a complete program on Power BI UX/UI Design! --> courses.nextlevelreports.com/order-form-14-days-to-mastering-power-bi-ux-ui-design-website-path

  • @tinaflemons263
    @tinaflemons263 4 วันที่ผ่านมา

    The indepth instructions you provided are phenomenal. I'm bookmarking this in my favorites.

  • @alono2323
    @alono2323 5 วันที่ผ่านมา

    Great Video! I’d glad you to mention cases with partial month comparison. For ex: Today we are at 12/9/24 so the comparison should be 12/1-12/8 vs. 11/1-11/8 (and not in compare to whole November).

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 5 วันที่ผ่านมา

      @alono2323 yep!..we'd just have to tweak a little bit. One approach I would say could be to capture the % of days that have elapsed within the latest available month in the dataset, and then multiply % by the previous month sales. There's many ways to write DAX code for time periods, but the below I believe would work: Gross Sales MoM% (% Elapsed) = VAR _LatestVisiblePeriod = MAX( DIM_Date[Reporting Period] ) VAR _CurrentMonthStart = CALCULATE( MIN( DIM_Date[Date] ), DIM_Date[Reporting Period] = _LatestVisiblePeriod ) VAR _CurrentMonthLatestDate = CALCULATE( MAX( DIM_Date[Date] ), DIM_Date[Reporting Period] = _LatestVisiblePeriod ) VAR DaysElapsedCurrentMonth = DATEDIFF( _CurrentMonthStart,_CurrentMonthLatestDate,DAY ) VAR EndofMonthDateForCurrentMonth = EOMONTH(_CurrentMonthStart,0) VAR DaysinCurrentMonth = DATEDIFF( _CurrentMonthStart,EndofMonthDateForCurrentMonth,DAY ) VAR ElapsedPercentageCurrentMonth = DIVIDE(DaysElapsedCurrentMonth,DaysinCurrentMonth,0) VAR _PreviousMonthSales= CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DATESBETWEEN( DIM_Date[Date], EOMONTH( _CurrentMonthStart, -2 ) + 1, EOMONTH( _CurrentMonthStart, -1 ) ) ) * ElapsedPercentageCurrentMonth VAR _CurrentMonthSales = CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DATESBETWEEN( DIM_Date[Date], EOMONTH( _CurrentMonthStart, -1 ) + 1, EOMONTH( _CurrentMonthStart, 0 ) ) ) VAR _Result = IF( _PreviousMonthSales > 0, (_CurrentMonthSales - _PreviousMonthSales ) / _PreviousMonthSales, BLANK() ) RETURN _Result

  • @jelenadj7289
    @jelenadj7289 5 วันที่ผ่านมา

    Will u maybe in the future record tutorial for doing this report end to end?

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 5 วันที่ผ่านมา

      @@jelenadj7289 Hello! You can follow along and build this exact report from scratch in my course, (in the description of this video). However, I will be creating more general / free content on TH-cam as well as long as this channel continues to grow and be supported.

  • @getsetgoo3334
    @getsetgoo3334 5 วันที่ผ่านมา

    Great method for both demonstrating and utilizing visual steps, thank you.💥💥

  • @andersborglund2287
    @andersborglund2287 5 วันที่ผ่านมา

    Sick! Thanks 🎉

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 5 วันที่ผ่านมา

      Glad you like it!

    • @andersborglund2287
      @andersborglund2287 4 วันที่ผ่านมา

      @@nextlevelpowerbireports And would really like to see your video of explaining the calculate function :)

  • @Ratnakumarwrites
    @Ratnakumarwrites 5 วันที่ผ่านมา

    Superb explanation...

  • @Ratnakumarwrites
    @Ratnakumarwrites 5 วันที่ผ่านมา

    Superb explanation...

  • @fla1910
    @fla1910 5 วันที่ผ่านมา

    Hi! Thanks for the great videos you are creating! Is it possible to have one video explaining how to create a customized filter pane that can be displayed and hidden by the user to avoid to loose screen space?

  • @workstuff5253
    @workstuff5253 5 วันที่ผ่านมา

    Your animations combined with your description of what the DAX is doing (broken down into steps) is top notch. Multiple "thumbs up"!! Q: If I have a full featured date table with fields like year offset, month offset, month start, month end etc, do you think this would make the DAX simpler and faster?

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 5 วันที่ผ่านมา

      Yes absolutely. If you already have offset fields in your data table, you can simply reference those fields (examples below) EXAMPLE 1 Gross Sales MoM% = VAR _CurrentMonthSales = CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DIM_Date[Month Offset] = 0 ) ) VAR _PreviousMonthSales = CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DIM_Date[Month Offset] = -1 ) ) etc.... EXAMPLE 2 = Gross Sales YoY% = VAR _Current12MonthSales = CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DIM_Date[Month Offset] <= 0 && DIM_Date[Month Offset] > -12 ) ) VAR _Previous12MonthSales= CALCULATE( [Gross Sales], REMOVEFILTERS( DIM_Date ), DIM_Date[Month Offset] <= -12 && DIM_Date[Month Offset] > -24 ) ) etc...

  • @patrickharilantoraherinjat2994
    @patrickharilantoraherinjat2994 5 วันที่ผ่านมา

    That's awsome! thanks

  • @joelabacherli1310
    @joelabacherli1310 5 วันที่ผ่านมา

    This is brilliant. Excellent explanation. Very enjoyable video. I’d love to see your version of the calculate function

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 5 วันที่ผ่านมา

      Appreciate it! I'm glad you found it helpful,... I'll definitely consider adding a video on Calculate in the near future 👍

  • @qasimjan5258
    @qasimjan5258 5 วันที่ผ่านมา

  • @vovk_oleg
    @vovk_oleg 5 วันที่ผ่านมา

    Good. Thank you

  • @lukev730
    @lukev730 9 วันที่ผ่านมา

    Awesome work

  • @modatheralawad2983
    @modatheralawad2983 9 วันที่ผ่านมา

    Could you please make separate short video about how to maintain too many bookmarks From scratch ?

  • @modatheralawad2983
    @modatheralawad2983 9 วันที่ผ่านมา

    And we eager to break down the measure as well

  • @modatheralawad2983
    @modatheralawad2983 9 วันที่ผ่านมา

    So cool , wide knowledge plus cool Patience equal great works

  • @javosky11
    @javosky11 10 วันที่ผ่านมา

    Fantastic !!! thanks a lot .

  • @Thelittleethanpaul
    @Thelittleethanpaul 10 วันที่ผ่านมา

    Nicest Tutorial I ever seen, Thankyou sir

  • @NTyran932
    @NTyran932 11 วันที่ผ่านมา

    Incredible !

  • @NTyran932
    @NTyran932 11 วันที่ผ่านมา

    Love jt

  • @faheemlatif1570
    @faheemlatif1570 12 วันที่ผ่านมา

    love that !

  • @SeelanRobert
    @SeelanRobert 12 วันที่ผ่านมา

    Awesome channel very informative

  • @harshkaushik4634
    @harshkaushik4634 13 วันที่ผ่านมา

    Awesome vedio, waiting for your next vedio. liked and subscribed

  • @thebesttechnical3608
    @thebesttechnical3608 13 วันที่ผ่านมา

    Useful information and best part is to provide a tutorial task for learning

  • @lmc1969
    @lmc1969 13 วันที่ผ่านมา

    Thank you so much, your videos are great. I hope you will publish more videos like this very soon

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 13 วันที่ผ่านมา

      I appreciate the kind words. As long as this channel continues to grow and be supported, i will continue to make videos 👍

  • @kalasag4299
    @kalasag4299 15 วันที่ผ่านมา

    Top of the top

  • @ragulmarley4900
    @ragulmarley4900 15 วันที่ผ่านมา

    Data set link sir

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 15 วันที่ผ่านมา

      @ragulmarley4900 Hello! The dataset and completed report is from my new course --> courses.nextlevelreports.com/order-form-14-days-to-mastering-power-bi-ux-ui-design-website-path However, you can practice these same techniques with any dataset you'd like. You would just have different measures. That's why I went through the background creation portion as well.

  • @benny-BO
    @benny-BO 16 วันที่ผ่านมา

    This is very nice

  • @gaumeuvlog2603
    @gaumeuvlog2603 16 วันที่ผ่านมา

    Clear. Thank u so much 😊

  • @tracywilliams61
    @tracywilliams61 16 วันที่ผ่านมา

    What a great tutorial, love your teaching style TY!

  • @SabtechOnline
    @SabtechOnline 17 วันที่ผ่านมา

    Am joining the course immediately

  • @prateekkumar-xc6uo
    @prateekkumar-xc6uo 17 วันที่ผ่านมา

    Great Informative video, thank you for the wonderful work. Yes, Pls make a video on Measure describing the whole measure in detail

  • @navneeth2571
    @navneeth2571 17 วันที่ผ่านมา

    Can you provide full dataset sir. So that we can practise tooo

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 17 วันที่ผ่านมา

      The dataset is from my new course ( courses.nextlevelreports.com/order-form-14-days-to-mastering-power-bi-ux-ui-design-website-path ) if you'd like to use the same report. However these techniques can be applied to any dataset you'd like.

  • @tinaflemons263
    @tinaflemons263 17 วันที่ผ่านมา

    Wow. You provided great step by step instructions. Please break down the time Intelligence measures to include YoY also.

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 17 วันที่ผ่านมา

      Thanks...I'll make another video related to the measure 👍

  • @amshumanrao3663
    @amshumanrao3663 17 วันที่ผ่านมา

    I did this earlier, But I got a problem there. When I selected another page in page navigation and coming back to the same page. The navigation sub menu was still on. Is there any solution for this or it's a glitch.

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 17 วันที่ผ่านมา

      I think the expected behavior with a back button is to go to the last state the user was in, so I personally think it's okay and they can close it. Unfortunately Power BI doesn't allow button on Hover effects just yet. We have a couple options here. You can simply delete the back button if needed. Then make sure each bookmark for each page view has the sub menu hidden / update those if needed. I personally wouldn't worry about it though as it still makes sense to see the sub menu when you click back. Another option is to create a navigation menu with html and css. I may try to create a video on this down the road. With this type you could have the sub menu open on hover instead of on click. Other than that I'm not sure of another way. Hope this helps. 👍

    • @amshumanrao3663
      @amshumanrao3663 15 วันที่ผ่านมา

      @nextlevelpowerbireports got it .Thanks

  • @BigRagu939
    @BigRagu939 17 วันที่ผ่านมา

    Yes, please breakdown the measure.

  • @brenobrendalia7838
    @brenobrendalia7838 17 วันที่ผ่านมา

    Nice cards and nice tips......awesome !!

  • @brenobrendalia7838
    @brenobrendalia7838 17 วันที่ผ่านมา

    It´s a nice technique, but I´m struggling on navigation through pages once when I move back to the previous page the navigator page drop down is visible......I don´t know how to reset to the default state or even if it´s possible....

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 17 วันที่ผ่านมา

      You mean after you press the back button?

    • @brenobrendalia7838
      @brenobrendalia7838 17 วันที่ผ่านมา

      @@nextlevelpowerbireports yeap....

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 17 วันที่ผ่านมา

      @@brenobrendalia7838 i think the expected behavior with a back button is to go to the last state the user was in, so I personally think it's okay and they can close it. Unfortunately Power BI doesn't allow button on Hover effects just yet. We have a couple options here. You can simply delete the back button if needed. Then make sure each bookmark for each page view has the sub menu hidden / update those if needed. I personally wouldn't worry about it though as it still makes sense to see the sub menu when you click back. Another option is to create a navigation menu with html and css. I may try to create a video on this down the road. With this type you could have the sub menu open on hover instead of on click. Other than that I'm not sure of another way. Hope this helps. 👍

    • @brenobrendalia7838
      @brenobrendalia7838 17 วันที่ผ่านมา

      @@nextlevelpowerbireports thanks for your response....and many options provided you rock!!

  • @patrickharilantoraherinjat2994
    @patrickharilantoraherinjat2994 18 วันที่ผ่านมา

    love it. thanks bro

  • @mdhafeez3424
    @mdhafeez3424 20 วันที่ผ่านมา

    Data source link

  • @mdhafeez3424
    @mdhafeez3424 20 วันที่ผ่านมา

    Absolutely phenomenal 👏

  • @SSeerrooyy
    @SSeerrooyy 21 วันที่ผ่านมา

    amazing man. one of the best PBI channels I know. keep going!!

  • @BIMebarki
    @BIMebarki 22 วันที่ผ่านมา

    Excellent

  • @ngocnguyen4616
    @ngocnguyen4616 24 วันที่ผ่านมา

    could you please share your pbi file for praticing?

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 24 วันที่ผ่านมา

      Hello! You can test these techniques out on any report honestly since it's more related to the settings and not the dataset. Your key insights just may be different, but the techniques are the same. However, if you wanted the exact report used in the video, it's from my course. Details here --> courses.nextlevelreports.com/14-days-mastering-ux-ui-design-website-path

  • @mintitatechatiumchan2348
    @mintitatechatiumchan2348 24 วันที่ผ่านมา

    which canvas setting do you set on your power bi vdo is it 6:9 ??

    • @nextlevelpowerbireports
      @nextlevelpowerbireports 24 วันที่ผ่านมา

      @@mintitatechatiumchan2348 16:9 (1280 x 720), which is the default. Just make sure PowerPoint is the same canvas size as well.