Filter MTD Query with custom date range

[Aahil10]

Hello!

I have used the TOTALMTD and DATESMTD function in my measures but now need to figure out how to filter it to a custom date range for each month. The month's we use dont exactly follow the Calendar month - e.g May starts on Mya 1 but ends June 6. Every month is slightly different too.

The formula is currently as follows:

MTD = TOTALMTD('Core Measures'[Variance],SouthDATA[Production Date])

Is there any way to filter one more level using Production Month, using the same functions, or do I have to create new ones?

Thanks!

[v-shex-msft]

Hi @Aahil10,

Time intelligence functions not suitable for custom date ranges or field calculations, they are based on the auto-generated hidden calendar.

Auto date/time in Power BI Desktop - Power BI | Microsoft Docs

In my opinion, I'd like to suggest you use the date function manually to filter the custom date range and add the custom field as filter conditions.

If you are confused about the coding formula, please share some dummy data to test.

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Regards,

Xiaoxin Sheng

[amitchandak]

@Aahil10 , I such case base on start date of period and end date of period create following columns in your date table

Period Rank = RANKX(all('Period'),'Period'[year period],,ASC,Dense) 

//OR

Period Rank = RANKX(all('Period'),'Period'[period start date],,ASC,Dense) 

Period Day = DATEDIFF('Date'[Period Start Date],'Date'[Date],Day)+1

This Period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Period'),'Period'[Period Rank]=max('Period'[Period Rank])))
Last Period = CALCULATE(sum('order'[Qty]), FILTER(ALL('Period'),'Period'[Period Rank]=max('Period'[Period Rank])-1))

PTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank]) && [Period Day] <=max([Period Day])))
LPTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Period Rank]=max('Date'[Period Rank])-1 && [Period Day] <=max([Period Day])))