Dax to calculate revenue for current year.

[thetenz]

 I have a data with revenue from different business unit for 2 years (2022,2023) 

I need the sum of total revenue by monthly and quarterly for the year 2023 (current year) so I used the  Dax function below to get total revenur for 2023 Q1 so far 

Total revenue  CALCULATE(SUM(Forecast[Revenue ]), FILTER(Calender,Calender[Date].[QuarterNo]=1))

But this function gives me the  sum of revenue  for the year 2022. 

Similarly 

Total revenue  CALCULATE(SUM(Forecast[Revenue ]), FILTER(Calender,Calender[Date].[Monthno]=1))
 This gives me sum for january of 2022. 

How can I  modify this function to return me the current year value?
 I 

var _currentmonth = TODAY()
var _currentyear  = YEAR(today())
var _previousmonth =MONTH(TODAY())-1
return
CALCULATE(SUM(Forecast[Revenue ]),
FILTER(Calender,Calender[Date].[Monthno]= _previousmonth))

 

This also gives me the value for Feburary 2022. 

Please help!

[Ashish_Mathur]

Hi,

Create slicer for Year, Month and Queter from the Calendar Table.  Make desired selections.  Write this measure and drag to a card visual

Total = SUM(Forecast[Revenue ])

Hope this helps.

[amitchandak]

@thetenz , All formulas are based on today. Assuming no date filter

QTD Today =
var _max = today()
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

QTD Yesterday =
var _max = today()-1
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LQTD Today =
var _max = Date(year(today()), Month(Today())-3, day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYQTD Today =
var _max = Date(year(today())-1, Month(Today()), day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This Qtr Today =
var _today = today()
var _max = eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Today =
var _today = today()
var _max = eomonth(_today, -1*if( mod(Month(_today),3) =0,3,mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Same Qtr Last Year Today =
var _today = today()
var _max = eomonth(eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3))),-12)
var _min = eomonth(_max,-3)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

First Qtr This year Today =
var _min = eomonth(today(),-1*month(Today()))+1
var _max = eomonth(_min,2)
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Last year Today =
var _max = eomonth(today(),-1*month(Today()))
var _min = eomonth(_max,-3)+1
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

YTD Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = today()
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

YTD Yesterday =
var _min = eomonth(today(),-1*month(today()))+1
var _max = today() -1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYTD Today =
var _today = TODAY()
var _max = date(year(_today)-1, month(_today), day(_today))
var _min = eomonth(_max,-1*month(_max))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYTD Yesterday =
var _today = TODAY()-1
var _max = date(year(_today)-1, month(_today), day(_today))
var _min = eomonth(_max,-1*month(_max))+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This year Today =
var _min = eomonth(today(),-1*month(today()))+1
var _max = eomonth(_min,12 -1*month(today()) )
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last year Today =
var _max = eomonth(today(),-1*month(today()))
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

2nd Last year Today =
var _max = eomonth(today(),(-1*month(today()))-12)
var _min = eomonth(_max,-12)+1
return
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

https://medium.com/chandakamit/cheat-sheet-power-bi-time-intelligence-formulas-using-today-654f26e27...