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ak77
Post Patron
Post Patron

Filtering Issue. Please help

Hi Team,

 

I need help for for the below DAX Calculation

 

i have the below table with the date slicer. Code,benchmark Name and Currency are the columns and MTD,YTD..Etc are the time intelligence measures. i want to calculate the Measures only by  Code and currency Column  with Date filter. 

 

Currently the filtering is Code,Benchmark_Name and currency Columns with Date filter.. Can Please someone help

 

ak77_0-1696867925971.png

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@ak77 

As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel

 

Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist

 

Once you have  calendar table, use it for the slicer, and then add the respective measure using this calendar table, for example MTD/YTD/QTD will look like this:

 

Base Measure = SUM ( Table[Sales] )

MTD Sales = CALCULATE ( [Base Measure], DATESMTD ( 'Calendar'[Date] ) )
QTD Sales = CALCULATE ( [Base Measure], DATESQTD ( 'Calendar'[Date] ) )
YTD Sales = CALCULATE ( [Base Measure], DATESYTD ( 'Calendar'[Date] ) )


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

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2 REPLIES 2
ak77
Post Patron
Post Patron

@parry2k , perfect soln. Thanks

parry2k
Super User
Super User

@ak77 

As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel

 

Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist

 

Once you have  calendar table, use it for the slicer, and then add the respective measure using this calendar table, for example MTD/YTD/QTD will look like this:

 

Base Measure = SUM ( Table[Sales] )

MTD Sales = CALCULATE ( [Base Measure], DATESMTD ( 'Calendar'[Date] ) )
QTD Sales = CALCULATE ( [Base Measure], DATESQTD ( 'Calendar'[Date] ) )
YTD Sales = CALCULATE ( [Base Measure], DATESYTD ( 'Calendar'[Date] ) )


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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