• Marek Vavrovic

Time intelligence functions, part 04

TOTALMTD , TOTALYTD

STARTOFMONTH , STARTOFYEAR

PREVIOUSMONTH , PREVIOUSYEAR


PREVIOUSDAY

Returns a previous day.


PREVIOUSDAY(<dates>)


Example

PREVIOUSDAY returns the day before the first day in the selection


PREVIOUSMONTH

Returns a previous month.


PREVIOUSMONTH(<dates>)


Example


Previous Month Rev =

CALCULATE([Revenue],PREVIOUSMONTH(DimCalendar[Date]))


Some months like Feb, Apr, Aug have no sales.

PREVIOUSYEAR

Returns a previous year.


PREVIOUSYEAR(<dates>[,<year_end_date>])


Example


Example

In 2021 the company reached only 98.4% from the previous year sales volume. The revenue for 2021 was 1.6% lower than in the previous year.

STARTOFMONTH

Returns the start of month.


STARTOFMONTH(<dates>)


Example

STARTOFMONTH() vs ENDOFMONTH()


_START OF MONTH =

CALCULATE([Revenue MTD],STARTOFMONTH(DimCalendar[Date]))

_END OF MONTH =

CALCULATE([Revenue MTD],ENDOFMONTH(DimCalendar[Date]))


These functions return the beginning of the month or the end of the month, depends on the filter context. In this scenario $15 is the first date of January 2020 and $90 is the last date of December 2021.

STARTOFYEAR

Returns the start of year.


STARTOFYEAR(<dates>)

Example

STARTOFYEAR() vs ENDOFYEAR()


_START OF YEAR =

CALCULATE([Revenue MTD],STARTOFYEAR(DimCalendar[Date]))

_END OF YEAR =

CALCULATE([Revenue MTD],ENDOFYEAR(DimCalendar[Date]))


The value for _START OF YEAR measure is from 01.Jan.2020 and the value for _END OF YEAR measure is the last day of December 2020.

TOTALMTD

Evaluates the value of the expression for the month to date, in the current context.

Returns cumulative total in the month.


TOTALMTD(<expression>,<dates>[,<filter>])

This function is similar to DATESMTD()


Example

MTD REVENUE = TOTALMTD([Revenue],DimCalendar[Date])

Revenue MTD =

CALCULATE([Revenue],DATESMTD(DimCalendar[Date]))


Both functions return a running or cumulative total in the month. TOTALMTD() contains one extra optional argument [<filter>]

TOTALYTD

Evaluates the year-to-date value of the expression in the current context.


TOTALYTD(<expression>,<dates>[,<filter>][,<year_end_date>])


Function is similar to CALCULATE(<expression>, DATESYTD(<date>)), contains one extra optional argument [<filter>]


Example


REVENUE YTD =

CALCULATE([Revenue],DATESYTD(tblCustomers[Date]))

YTD REVENUE =

TOTALYTD([Revenue],tblCustomers[Date])


These functions calculate the running total in the year.

Example

You can use the option [,<year_end_date>] argument to calculate the cumulative total for specified fiscal year.


FISCAL YEAR REVENUE =

TOTALYTD([Revenue],tblCustomers[Date],"2020-02-28")



11 views0 comments

Recent Posts

See All

Index

Information functions Filter functions Table manipulation functions Grouping and summarizing Time intelligence functions OPENINGBALANCEYEAR OPENINGBALANCEYEAR(<Expression>,<Dates> [,<Filter>][,<YearEn