Month over Month in Power BI (MoM)

Welcome back to Interactive Training! In this session, we'll dive into how to calculate month-over-month (MoM) changes in Power BI. Month-over-month analysis is crucial for understanding trends, tracking performance, and making informed business decisions. Although it can be a bit tricky, I'll walk you through the process step-by-step to ensure you can implement it seamlessly in your own reports.

🔹 How to Calculate Month Over Month in Power BI | Interactive Training

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In this tutorial, you'll learn how to calculate month-over-month sales in Power BI using DAX measures. We'll start by building a simple line chart to visualize sales over time and then create measures to compare current month sales with the previous month. You'll also see how to handle potential errors in your calculations to ensure your visuals display accurately. By the end of this session, you'll be able to create dynamic and insightful MoM analyses that enhance your data storytelling and decision-making processes.

What You'll Learn:

Building the Base Line Chart
We'll begin by setting up a line chart that displays sales by month and year. You'll see how to adjust the date fields to ensure the chart reflects the correct time hierarchy.

Creating the Last Month Sales Measure
Next, we'll create a new DAX measure to calculate the sales from the previous month. This involves using the CALCULATE function in combination with PARALLELPERIOD to shift the sales data back by one month.

Implementing the Month Over Month Calculation
With the previous month's sales calculated, we'll create another measure to determine the month-over-month growth. This measure will subtract last month's sales from the current month's sales and then divide by last month's sales to get the percentage change.

Handling Calculation Errors
Sometimes, calculations can result in errors, such as dividing by zero when there is no data for the previous month. We'll address this by wrapping our MoM calculation in an IFERROR function to ensure the visual remains clean and error-free.

Enhancing the Visual
Finally, we'll add the MoM measure to our line chart, adjust the chart size, and customize it to clearly display the month-over-month changes. You'll also learn how to copy and paste visuals for consistency across your report.

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Subscribe: http://bit.ly/3i3WN4p Previous Month Calculation

Last Month Sales_ = calculate(sum('Sample - Superstore_Orders'[Sales]), PARALLELPERIOD('Sample - Superstore_Orders'[MonthYear], -1, MONTH))

Month Over Month Calculation

Month Over Month_ = iferror((sum('Sample - Superstore_Orders'[Sales]) - [Last Month Sales_]) / [Last Month Sales_],blank())