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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 ...
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  • 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

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