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

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  • Опубликовано: 24 дек 2024

Комментарии • 20

  • @elrevesyelderecho
    @elrevesyelderecho Год назад +2

    0:00 - 9:22 Intro
    9:23 - 22:27 First Technique
    22:28 - 35:50 Second Technique ( Calculation Group )

  • @mathew9665
    @mathew9665 Год назад +1

    Nicely done - did I see a show dates with sales measure?!?

  • @karbonita6464
    @karbonita6464 2 месяца назад

    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 месяца назад

      Look at DATESINPERIOD ('Date'[Date], -13, MONTH)

  • @Lixia123
    @Lixia123 Год назад +2

    This is exactly what I am looking for ! Thanks

  • @mtavassoti
    @mtavassoti Год назад +2

    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  Год назад +1

      We have dedicated patterns for that:
      www.daxpatterns.com/week-related-calculations/
      www.daxpatterns.com/custom-time-related-calculations/

  • @houstonvanhoy7767
    @houstonvanhoy7767 5 месяцев назад +1

    2:38 Sales Amount should be outlined in red, not Delivered Amount.

  • @rashmishenai1495
    @rashmishenai1495 10 месяцев назад

    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 месяцев назад

      The precalculated values would not by dynamic and based on the filters applied to the report...

  • @alvarovv9216
    @alvarovv9216 Год назад +8

    Marco Russo > chat gpt 4.0

  • @joelluis4938
    @joelluis4938 Год назад

    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  Год назад +1

      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/

  • @josol45
    @josol45 11 месяцев назад +1

    Excellent, subscribed

  • @carltonseymour869
    @carltonseymour869 Год назад +2

    I liked the first method.

  • @mogarrett3045
    @mogarrett3045 Год назад +2

    excellent thank you for sharing

  • @shahzadkheros
    @shahzadkheros Год назад +2

    Amazing

  • @Milhouse77BS
    @Milhouse77BS Год назад +1

    Yay!

  • @hichamezznati2646
    @hichamezznati2646 Год назад +1

    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])
    )