Forum Discussion
Time Intelligence Functions
Anonymous , with time intelligence and date table
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
last year MTD Sales next month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-11,MONTH)))
last year MTD Sales next to next month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-10,MONTH)))
same way you can use rolling
Rolling 3 till last 12 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-9,month)),-3,MONTH))
Rolling 3 till last month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 3 till last 2 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-2,month)),-3,MONTH))
Rolling 3 till last 1 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 3 till last 3 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-3,month)),-3,MONTH))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — QTD Questions — Time Intelligence 2–5
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — MTD Questions — Time Intelligence 3–5
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
Appreciate your Kudos.