MTD/QTD/ROY Dax

[CuriousGuy001]

Hi everyone,

I ran into a problem with the MTD/QTD/ROY selection, the ROY stands for Remaining of the Year, for a forecast calculation. Whenever I click on the QTD and ROY it doesn't return the result I am looking for, while the MTD does. The Dax calculation is,

, the problem is below, I want to return to the remaining of the month of year and able to use prediction for sales and leads

and the relationship model,

[v-yangliu-msft]

Hi  @CuriousGuy001 ,

CALEDAR() function of the two parameters are date type, but your RemainingOFtheYear to find out the number of days of the two dates, is a numerical type, if your RemainingOFtheYear want to seek the first day of the current year, you can use Date(Year(Today()),1,1)

If your QuaterStart wants to find the first day of the current quarter, you can use the function with &&QUARTER('Forcast_Plan_2024'[Year 2024])=MAX(QUARTER('Forcast_Plan_2024'[Year 2024])))

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[CuriousGuy001]

Hi Liu,

I was able to fix the QTD, was missing this "

QUARTER('Margin  Sheet 2024'[Install Date])=QUARTER(TodayDate))"

I would love to share my data, but then I will have to re-do everything, the time intelligence is the last part of my project. but I can share images if there is a part you want to see. Thank you for your understanding!

Also, what I am trying to accomplish here is to show the next quarter and the remaining of the year starting July to December of this year.

So my manager can focus of the remaining of the year by adding the (%) and error and forecast the next leads and revenue for 2024.