Current MTD plus previous months

[Anonymous]

Hi

I need to create a DAX measure that calculates the current MTD plus the previous 6 full months. This is to use as a report-level filter. Could anyone help?

Thanks!

[negi007 · Accepted solution]

@Anonymous 

in this case you can create a last 7 months rolling total which will ensure that you have previous full month and current months MTD values.

 Sales rolling Total =

IF(

    ISFILTERED('Date'[Date]),

    ERROR("Time intelligence quick measures can only be grouped or filtered by the Power BI-provided date hierarchy or primary date column."),

    VAR __LAST_DATE = ENDOFMONTH('Date'[Date].[Date])

    VAR __DATE_PERIOD =

        DATESBETWEEN(

            'Date'[Date].[Date],

            STARTOFMONTH(DATEADD(__LAST_DATE, -7, MONTH)),

            __LAST_DATE

        )

    RETURN

        SUMX(

            CALCULATETABLE(

                SUMMARIZE(

                    VALUES('Date'),

                    'Date'[Date].[Year],

                    'Date'[Date].[QuarterNo],

                    'Date'[Date].[Quarter],

                    'Date'[Date].[MonthNo],

                    'Date'[Date].[Month]

                ),

                __DATE_PERIOD

            ),

            CALCULATE(SUM('table'[Sales]), ALL('Date'[Date].[Day]))

        )

)

to create the above dax, i used the quick measure to first create last 7 months rolling average measure and then change the averagex function to sumx function in the dax code.

 

[amitchandak]

@Anonymous , With time intelligence with a measure like

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 month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-6,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 :radacad sqlbi My Video Series Appreciate your Kudos.