Computing MTD, QTD, YTD in Power BI for the current period

  Рет қаралды 23,657

SQLBI

SQLBI

Күн бұрын

Пікірлер: 20
@elrevesyelderecho
@elrevesyelderecho Жыл бұрын
0:00 - 9:22 Intro 9:23 - 22:27 First Technique 22:28 - 35:50 Second Technique ( Calculation Group )
@Lixia123
@Lixia123 Жыл бұрын
This is exactly what I am looking for ! Thanks
@mathew9665
@mathew9665 Жыл бұрын
Nicely done - did I see a show dates with sales measure?!?
@mtavassoti
@mtavassoti Жыл бұрын
I don't think there are many medium to large size companies that care about calendar month or year. A lot of companies have structured financial calendar that's more every spread and logical. Therefore, I'd like to kindly ask for articles about how to deal with custom/financial calendars rather than built-in calendar calls, please. Thank you so much.
@SQLBI
@SQLBI Жыл бұрын
We have dedicated patterns for that: www.daxpatterns.com/week-related-calculations/ www.daxpatterns.com/custom-time-related-calculations/
@karbonita6464
@karbonita6464 2 ай бұрын
Hi Marco, I want to show in a table the last 13 months of percentage growth in horizontal table. Could MTD option can help me on this or is there another solution?
@SQLBI
@SQLBI 2 ай бұрын
Look at DATESINPERIOD ('Date'[Date], -13, MONTH)
@houstonvanhoy7767
@houstonvanhoy7767 5 ай бұрын
2:38 Sales Amount should be outlined in red, not Delivered Amount.
@josol45
@josol45 11 ай бұрын
Excellent, subscribed
@rashmishenai1495
@rashmishenai1495 10 ай бұрын
How would be performance if same calculation is done at database level and just picked in Power BI. Will calculation would be better ?
@SQLBI
@SQLBI 10 ай бұрын
The precalculated values would not by dynamic and based on the filters applied to the report...
@carltonseymour869
@carltonseymour869 Жыл бұрын
I liked the first method.
@mogarrett3045
@mogarrett3045 Жыл бұрын
excellent thank you for sharing
@joelluis4938
@joelluis4938 Жыл бұрын
Hi! I've been always thinking about this possibility. I really enjoyed the concept of YoYTD and QoQTD. So this also means that I should only use MoM , QoQ and YoY with periods completed ? For example Oct Vs Sept . But Never Nov as we are in 7 Nov today and Nov is still in progress...
@SQLBI
@SQLBI Жыл бұрын
Look at the measures in DAX Patterns, they restrict the comparison to the number of days for which you have data: www.daxpatterns.com/time-patterns/
@shahzadkheros
@shahzadkheros Жыл бұрын
Amazing
@Milhouse77BS
@Milhouse77BS Жыл бұрын
Yay!
@alvarovv9216
@alvarovv9216 Жыл бұрын
Marco Russo > chat gpt 4.0
@hichamezznati2646
@hichamezznati2646 Жыл бұрын
thank you so much for this amazing video . i would like to share 02 ways i found to solve the pb : with and without times intelligence functions. 1) first way : using times intelligence functions for X ∈ {MTD,QTD,YTD} : X Sales Amount= VAR DatesBis= CALENDAR( Date(year(LastTransactionDate),1,1), LastDatewithsales ) return CALCULATE( [Sales Amount], DATESX(TREATAS(DatesBis,'Date'[Date])) ) 2) 2nd way : withoud times intelligence functions + MTD Sales Amount = VAR firstOfCurrentMonth=EOMONTH(LastTransactionDate,-1) + 1 VAR _DatesMTD=CALENDAR(firstOfCurrentMonth,LastTransactionDate) return CALCULATE( [Sales Amount], TREATAS(_DatesMTD,'Date'[Date]) ) + QTD Sales Amount = VAR MonthMod3=MOD(MONTH(LastTransactionDate),3) VAR PathToFirstOfCurrentQuarter=if(MonthMod3=0,-3,-MonthMod3) VAR FirstOfCurrentQuarter=EOMONTH(LastTransactionDate,PathToFirstOfCurrentQuarter) + 1 VAR _DatesQTD=CALENDAR(FirstOfCurrentQuarter,LastTransactionDate) return CALCULATE( [Sales Amount], TREATAS(_DatesQTD,'Date'[Date]) ) + YTD sales Amount= VAR _DatesYTD= CALENDAR( Date(year(LastTransactionDate),1,1), LastTransactionDate ) return calculate( [Sales Amount], TREATAS(_DatesYTD,'Date'[Date]) )
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