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All Tutorials /Power BI

How to Compare Months in Power BI

Updated on:
May 12, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to compare months using a custom column in Power BI.

Quick summary

This tutorial shows how to compare months in Power BI using Power Query by creating a custom column with a formula. Follow the step-by-step walkthrough to build month-over-month comparisons directly inside your Power BI data model.


Steps

  1. From your Home tab, select Transform data to open Power Query Editor.
  2. In Power Query, navigate to the Add Column tab to begin creating a new column.
  3. Select Custom Column from the Add Column menu.
  4. Type your custom column formula into the empty formula field to define the month comparison logic.
  5. Click OK to save the custom column and apply the changes to your data model.

📌 Why this matters

Comparing months in Power BI is a core skill for any data analyst building period-over-period reports. Using Power Query's custom column feature to create month comparison logic keeps transformations clean, reusable, and embedded directly in the data model — rather than scattered across DAX measures. This approach gives business users reliable, consistent month-over-month insights without complex report-level calculations. Mastering this technique helps teams deliver faster, more accurate trend analysis in their Power BI dashboards.
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