Forum Discussion
Date Comparisons
Hi all, I am have searched everywhere, and am struggling with this issue. I am also sorry if it has been asked before, but I am not finding the right answer.
I have a table with a lot of lead data that comes in on a daily basis from various sources. I want to be able to have a graph that shows the number of leads received that month (currently filtered by a slicer), but then a further 2 graphs for comparison, one of the previous period, and one for the same time the previous year.
Any thoughts?
mikesqu , You can use time intelligence with date calendar
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 (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH)))) Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month)) last QTR same Month (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,Qtr)))) MTD (Year End) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date]))) MTD (Last Year End) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31"))) last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,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
Appreciate your Kudos.
3 Replies
mikesqu , You can use time intelligence with date calendar
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 (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH)))) Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month)) last QTR same Month (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,Qtr)))) MTD (Year End) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date]))) MTD (Last Year End) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31"))) last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,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
Appreciate your Kudos.- you can use sameperiodlastyear functions and dateadd to get to the exactly functions you need.
this highlights it quite well https://databear.com/power-bi-dax-sameperiodlastyear-paralellperiod-and-dateadd/ - also if you share some data (in text form) with what you trying to do then that would be helpful to create a model example for you
