Time Intelligence Dax Functions - Power BI


Time Intelligence Dax Functions - Power BI

TOTALYTD:

Calculates the year-to-date total for a given expression.

Example: Total Sales YTD = TOTALYTD(SUM('Sales'[Amount]), 'Date'[Date])


TOTALQTD:

Calculates the quarter-to-date total for a given expression.

Example: Total Sales QTD = TOTALQTD(SUM('Sales'[Amount]), 'Date'[Date])


TOTALMTD:

Calculates the month-to-date total for a given expression.

Example: Total Sales MTD = TOTALMTD(SUM('Sales'[Amount]), 'Date'[Date])


DATESYTD:

Returns a table that contains all dates from the beginning of the year up to the specified date.

Example: Sales YTD = CALCULATE(SUM('Sales'[Amount]), DATESYTD('Date'[Date]))


DATESQTD:

Returns a table that contains all dates from the beginning of the quarter up to the specified date.

Example: Sales QTD = CALCULATE(SUM('Sales'[Amount]), DATESQTD('Date'[Date]))


DATESMTD:

Returns a table that contains all dates from the beginning of the month up to the specified date.

Example: Sales MTD = CALCULATE(SUM('Sales'[Amount]), DATESMTD('Date'[Date]))


DATESBETWEEN:

Returns a table that contains dates that are between two specified dates.

Example: Sales Between Dates = CALCULATE(SUM('Sales'[Amount]), DATESBETWEEN('Date'[Date], DATE(2023, 1, 1), DATE(2023, 12, 31)))


SAMEPERIODLASTYEAR:

Returns a table that contains all the dates from the same period in the previous year.

Example: Sales Last Year = CALCULATE(SUM('Sales'[Amount]), SAMEPERIODLASTYEAR('Date'[Date]))


DATESINPERIOD:

Returns a table that contains dates within a given time period.

Example: Sales Last 3 Months = CALCULATE(SUM('Sales'[Amount]), DATESINPERIOD('Date'[Date], TODAY(), -3, MONTH))


FIRSTDATE:

Returns the first date in the current context.

Example: First Sale Date = FIRSTDATE('Sales'[SaleDate])


LASTDATE:

Returns the last date in the current context.

Example: Last Sale Date = LASTDATE('Sales'[SaleDate])


PREVIOUSYEAR:

Returns a table that contains all dates from the previous year.

Example: Sales Previous Year = CALCULATE(SUM('Sales'[Amount]), PREVIOUSYEAR('Date'[Date]))


PREVIOUSMONTH:

Returns a table that contains all dates from the previous month.

Example: Sales Previous Month = CALCULATE(SUM('Sales'[Amount]), PREVIOUSMONTH('Date'[Date]))


NEXTDAY:

Returns the date that is the specified number of days after the current context date.

Example: Next Sale Day = NEXTDAY('Sales'[SaleDate])


NEXTMONTH:

Returns the date that is the specified number of months after the current context date.

Example: Next Sale Month = NEXTMONTH('Sales'[SaleDate])


NEXTQUARTER:

Returns the date that is the specified number of quarters after the current context date.

Example: Next Sale Quarter = NEXTQUARTER('Sales'[SaleDate])


NEXTYEAR:

Returns the date that is the specified number of years after the current context date.

Example: Next Sale Year = NEXTYEAR('Sales'[SaleDate])


PARALLELPERIOD:

Returns a table that contains a parallel set of dates shifted a number of intervals before or after the dates in the specified dates column.

Example: Parallel Period = CALCULATE(SUM('Sales'[Amount]), PARALLELPERIOD('Date'[Date], -1, YEAR))


LASTNONBLANK:

Returns the last value from the column that is not blank.

Example: Last Non-Blank Amount = LASTNONBLANK('Sales'[Amount], 'Sales'[SaleDate])


CLOSINGBALANCEMONTH:

Returns the closing balance for the month that contains the last value in the column, using the specified dates column to group values.

Example: Closing Balance Month = CLOSINGBALANCEMONTH('Sales'[Amount], 'Sales'[SaleDate])


CLOSINGBALANCEQUARTER:

Returns the closing balance for the quarter that contains the last value in the column, using the specified dates column to group values.

Example: Closing Balance Quarter = CLOSINGBALANCEQUARTER('Sales'[Amount], 'Sales'[SaleDate])


CLOSINGBALANCEYEAR:

Returns the closing balance for the year that contains the last value in the column, using the specified dates column to group values.

Example: Closing Balance Year = CLOSINGBALANCEYEAR('Sales'[Amount], 'Sales'[SaleDate])


These time intelligence functions are used for various calculations and analysis of time-based data in Power BI reports and dashboards.


Feel free to ask any questions about Power BI. I am here to help you.

Happy Learning! 😊







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