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SRA's avatar
SRA
Regular Visitor
4 years ago
Solved

QTD for Financial Dashboards

Hi,

 

I'm somewhat new to Power BI and I'm working on a financial dashboard.  I would like to show the metrics in MTD, QTD and YTD.  The data has budget, actual, forecast and plan.  I did create a calendar table and have a relationship from the calendar table to the data table.  I've spent the past few days looking at tutorials and reading books and I still can't find out how to write the code to show the correct metrics for MTD, QTD and YTD.  Does anyone know how to creat the code?

 

Thanks in advance.

Need Help
  • VijayP's avatar
    VijayP
    4 years ago

    SRA 
    First create aggregation for your Value Column like
    Total Value = Sum([Total Value])
    if the value from multiple columns it must be sumx

     

    MTD = Calculate ([Total Value], DATESMTD(DateDim(Date))

    QTD will use DATESQTD

    YTD will use DATESYTD

1 Reply

  • VijayP's avatar
    VijayP
    Icon for Community Champion rankCommunity Champion
    4 years ago

    SRA 
    First create aggregation for your Value Column like
    Total Value = Sum([Total Value])
    if the value from multiple columns it must be sumx

     

    MTD = Calculate ([Total Value], DATESMTD(DateDim(Date))

    QTD will use DATESQTD

    YTD will use DATESYTD