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SevsBo's avatar
SevsBo
Responsive Resident
1 year ago
Solved

Time Intelligence Functions not working - what am I doing wrong?

I have raised several questions over Time Intelligence functions which made me realise I'm probably doing something fundamentally wrong with then.

 

At the moment I have a SalesTable that is a DirectQuery connection and two custom-made data tables, DateTable1 & DateTable2.

 

DateTable1 is not explicitly marked as a date table in Model view while DateTable2 is. This was to test if that will make a difference.

Both have their respective [date] columns marked as Date only, not DateTime. 

Both are conneted to the date column in the Sales table through one-way one-to-many relationships and both will correctly filter data from SalesTable if used in filters or even if I build custom time intelligence functions. (DateTable1[date] >= ....... && .....)

 

In other words, it's not a relationship problem that is stopping time intelligence working or the structure of the data in the tables. Manual filtering works fine.

 

I am trying to use the TOTALMTD or DATEMTD funtions to calculate the SUM of Sales for this month, and then another one for last month and nothing I have tried seems to be working.

 

I've tried the following:

 

MTD_Usage =
CALCULATE(

SUM(Sales[sales]),

DATESMTD(DateTable 1 or 2 [date])
)

 

MTD_Usage =
TOTALMTD(

SUM(Sales[sales]),

DateTable 1 or 2 [date]
)

 

MTD_Usage =
CALCULATE(

SUM(Sales[sales]),

DATESMTD(DateTable 1 or 2 [date]),

ALL (Sales)
)

 

I have also created a separate measure within the Sales table called TotalSales, to SUM the whole [sales] and then used that instead of the SUM(Sales[sales]) expression above. Again this TotalSales works perfectly fine outside of Time Intelligence functions but not with them.

 

It's clear that I'm doing something wrong so my question is, what do I need to change?

7 Replies

  • Joe_Barry's avatar
    Joe_Barry
    Solution Sage

    Hi SevsBo 

     

    You never mentioned what errors you get, just that you get errors. Can you provide these?

    To star, delete the date table that isn't marked as Date Table. This could be causing an issue too.

    Please provide the errors and I will try and help

     

    Joe

  • Anonymous's avatar
    Anonymous
    Not applicable

    SevsBo 

    Your issue likely stems from DirectQuery limitations, an unmarked date table, or an incorrect relationship structure. The best fix is to switch your DateTable to Import Mode and mark it as a Date Table in Model View. If DirectQuery is required, a workaround is to use CALCULATE with FILTER + ALL instead of TOTALMTD/DATESMTD. Alternatively, you can pre-aggregate MTD values at the database level to improve performance.

  • Hiiii SevsBo 

    You have to mark the datetable as "Mark as Date Table"

    this will easily resolve your issue.

     

    If this helps, I would appreciate your KUDOS!
    Did I answer your question? Mark my post as a solution!

     

     



  • v-hashadapu's avatar
    v-hashadapu
    Community Support

    Hi SevsBo , Thank you for reaching out to the Microsoft Community Forum.

    Please let us know if your issue is solved. If it is, consider marking the answers that helped 'Accept as Solution', so others with similar queries can find them easily. If not, please share the details.
    Thank you.

  • v-hashadapu's avatar
    v-hashadapu
    Community Support

    Hi SevsBo , Thanks for the update. We are happy to hear that you have resolved the issue. Thanks for sharing the details here. Please mark your insights 'Accept as solution' to help others with similar problems find it easily. 
    Thank you.