CM vs PM

[Anonymous]

I need to know how to go from a Power BI data table like shown below to be able to create a Power BI visual as shown below under Results (CM vs PM).  There would be a filter by date so in this instance the dashboard would be filtered by Jan-2020.

[parry2k · Accepted solution]

@Anonymous are you getting any error or not getting any result. What is the issue? Can you share relationship diagram and the measure you used for PM

[v-juanli-msft]

Hi @Anonymous 

As tested, amitchandak's formula works.

pm = CALCULATE(SUM('Table'[Packages]),DATESMTD('calendar'[Date]))

cm = CALCULATE(SUM('Table'[Packages]),DATESMTD(DATEADD('calendar'[Date],-1,MONTH)))

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak · Accepted solution]

You can also use datesmtd or totalmtd with date calendar

Example

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 MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,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/

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Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
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[parry2k]

@Anonymous add calendar dimension in your model, there are many blog posts on how to add one and then use previousmonth or other time intelligence DAX function to get PM. 

[Anonymous]

I have a calendar table (from Avi Singh) in the dashboard that is tied to the data table.  I have tried previousmonth various different ways and nothing has worked.

[parry2k · Accepted solution]

@Anonymous are you getting any error or not getting any result. What is the issue? Can you share relationship diagram and the measure you used for PM