Time Intelligence Functions

HI Anonymous ,

Can you share some sample data please?

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

Thanks,

Pragati

Anonymous , with time intelligence and date table

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))

last year MTD Sales next month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-11,MONTH)))

last year MTD Sales next to next month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-10,MONTH)))

same way you can use rolling

Rolling 3 till last 12 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-9,month)),-3,MONTH))

Rolling 3 till last month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 3 till last 2 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-2,month)),-3,MONTH))
Rolling 3 till last 1 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-1,month)),-3,MONTH))
Rolling 3 till last 3 month = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(dateadd(Sales[Sales Date],-3,month)),-3,MONTH))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184

Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
Power BI — QTD Questions — Time Intelligence 2–5
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839
Power BI — MTD Questions — Time Intelligence 3–5
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e


Appreciate your Kudos.

Hi, Anonymous 

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

Table:

Calendar(a calculated table):

Calendar = CALENDAR(DATE(2018,1,1),DATE(2020,12,31))

 There is no relationship between two tables. You may create calculated columns and meausres as below.

Calculated column:
CalendarYearMonth = YEAR('Calendar'[Date])*100+MONTH('Calendar'[Date])

YearMonth = YEAR('Table'[Transaction Date])*100+MONTH('Table'[Transaction Date])

Measure:
Current year Sales = 
var tab = 
SUMMARIZE(
    'Table',
    'Table'[Customer],
    "Current Month Sales",
    CALCULATE(
        SUM('Table'[Amount]),
        FILTER(
            ALL('Table'),
            'Table'[Customer]=EARLIER('Table'[Customer])&&
            YEAR('Table'[Transaction Date])=YEAR(TODAY())&&
            MONTH('Table'[Transaction Date])=MONTH(TODAY())
        )
    )
)
return
SUMX(
    tab,
    [Current Month Sales]
)

Prior Year Next 1 Month sales = 
var tab = 
SUMMARIZE(
    'Table',
    'Table'[Customer],
    "Prior Year Next 1 month sales",
    var _customer = [Customer]
    return
    CALCULATE(
        SUM('Table'[Amount]),
        FILTER(
            ALL('Table'),
            'Table'[Customer] = _customer&&
            'Table'[YearMonth] =
            CALCULATE(
                MIN('Calendar'[CalendarYearMonth]),
                FILTER(
                    ALL('Calendar'),
                    'Calendar'[CalendarYearMonth]>(YEAR(TODAY())-1)*100+MONTH(TODAY())
                )
            )
        )
    )
)
return
SUMX(
    tab,
    [Prior Year Next 1 month sales]
)

Prior Year Next 3 Month sales = 
var tab = 
SUMMARIZE(
    'Table',
    'Table'[Customer],
    "Prior Year Next 3 month sales",
    var _customer = [Customer]
    return
    CALCULATE(
        SUM('Table'[Amount]),
        FILTER(
            ALL('Table'),
            'Table'[Customer] = _customer&&
            'Table'[YearMonth] in
            TOPN(
                3,
                FILTER(
                    ALL('Calendar'[CalendarYearMonth]),
                    'Calendar'[CalendarYearMonth]>(YEAR(TODAY())-1)*100+MONTH(TODAY())
                ),
                [CalendarYearMonth],ASC
            )
        )
    )
)
return
SUMX(
    tab,
    [Prior Year Next 3 month sales]
)

Result:

Best Regards

Allan

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