topic PYTD / YOY QTD formula issue in DAX Commands and Tips

PYTD / YOY QTD formula issue

Anonymous — Wed, 19 Mar 2025 17:42:57 GMT

I have data that is only giving a quarterly date so the typical PYTD calculation is not working due to the time intelligence. I am trying to use this formula below but am getting an error saying "STARTOFQUARTER" is not of type DATE" What can I do from here? Or can anyone point out an issue with this formula or provide a better functioning formula?

YoY PQTD =

// Current Quarter To Date

VAR CurrentQTD =

CALCULATE (

SUM (OWSSummaryByQuarterByEU[channel_licenses_net_added] ),

// Filter for the current quarter

FILTER (

OWSSummaryByQuarterByEu,

OWSSummaryByQuarterByEu[quarter].[Date]>= STARTOFQUARTER('EU Report'[Today])

&& OWSSummaryByQuarterByEu[quarter].[Date] <= TODAY()

)

// Previous Year's Same Quarter To Date

VAR PreviousYearQTD =

CALCULATE (

SUM (OWSSummaryByQuarterByEU[channel_licenses_net_added]),

// Filter for the same quarter of the previous year

FILTER (

OWSSummaryByQuarterByEu,

OWSSummaryByQuarterByEu[quarter].[Date] >= STARTOFQUARTER ( DATEADD ( 'EU Report'[Today], -1, YEAR ) )

&& OWSSummaryByQuarterByEu[quarter].[Date] <= DATEADD ( 'EU Report'[Today], -1, YEAR )

)

// Return the YoY difference

RETURN

( CurrentQTD - PreviousYearQTD ) / ABS ( PreviousYearQTD )

Re: PYTD / YOY QTD formula issue

lbendlin — Wed, 19 Mar 2025 23:50:29 GMT

I have data that is only giving a quarterly date so the typical PYTD calculation is not working due to the time intelligence.

Add a derived date column to your fact table (for example the first day of the quarter). Link that to your calendar dimension. Use the time intelligence functions.

Re: PYTD / YOY QTD formula issue

Anonymous — Tue, 15 Apr 2025 07:19:48 GMT

Hi Anonymous ,
I wanted to check in on your situation regarding the issue. Have you resolved it? If you have, please consider marking the reply that helped you or sharing your solution. It would be greatly appreciated by others in the community who may have the same question.
Thank you.

Re: PYTD / YOY QTD formula issue

Anonymous — Tue, 22 Apr 2025 11:47:29 GMT

Hi Anonymous ,
I just wanted to kindly follow up to see if you had a chance to review the previous response provided by community members. I hope it was helpful. If yes, please Accept the answer so that it will be helpful to others to find it quickly.
Thank you.

Re: PYTD / YOY QTD formula issue

Anonymous — Fri, 25 Apr 2025 08:52:59 GMT

Hi Anonymous ,
We haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.
If our response addressed your query, please mark it as Accept Answer and click Yes if you found it helpful.
If you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum!