Time Intelligence functions

[Thimma]

Hi,

I have very simple data and wanted to write dax for some time intelligence functions like as YTD, LYTD, Last 12 months rolling, sameperiodlastyear.

I have filters as Year and Month.

When I select Year 2022 and Month Mar my results should be

CurrentMonth= Revenueactuals measure should be 2022March

YTD: Revenueactuals measure should 2022 Jan to 2022 March

LYTD: Revenueactuals measure should be 2021 Jan to 2021 March

Last 12 months rolling measure should be 2022 March to 2021 Apr

Sameperiodlastyear measure should be 2021 March.

If I select 2021 and April it should be done same as above. attached data set for your reference.

I tried implementing DAX, but that changes values based on my current selection and all measure balue showing selected year and month only.

Sr No	Date	Revenue Actuals
1	01/01/2021	1200
2	28/01/2021	400
3	15/01/2021	943
4	01/02/2021	432
5	28/02/2021	361
6	15/02/2021	1
7	01/03/2021	251
8	28/03/2021	746
9	15/03/2021	463
10	01/04/2021	-598
11	28/04/2021	333
12	15/04/2021	456
13	01/05/2021	966
14	28/05/2021	202
15	15/05/2021	112
16	01/06/2021	973
17	28/06/2021	100
18	15/06/2021	742
19	01/07/2021	81
20	28/07/2021	978
21	15/07/2021	222
22	01/08/2021	232
23	28/08/2021	879
24	15/08/2021	918
25	01/09/2021	726
26	28/09/2021	645
27	15/09/2021	654
28	01/10/2021	916
29	28/10/2021	188
30	15/10/2021	291
31	01/11/2021	261
32	28/11/2021	943
33	15/11/2021	746
34	01/12/2021	674
35	28/12/2021	746
36	15/12/2021	734
37	01/01/2022	829
38	28/01/2022	746
39	15/01/2022	839
40	01/02/2022	753
41	28/02/2022	846
42	15/02/2022	273
43	01/03/2022	763
44	28/03/2022	957
45	15/03/2022	364
46	01/04/2022	847
47	28/04/2022	347

Appreciated your support.

Thanks,

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.

Hope this helps.

[Thimma]

Hi Ashish,

When I tried to create Sameperiod last year it is not giving the correct results.

Same selected Month and Year but Last Year:

CALCULATE(SUM(Amount),SAMEPERIODLASTYEAR(Date))

I am trying below requirement as well, but couldn't success.

YTD: My financial year starts from APRIL to MARCH when I selected 2022 and APRIL. I suppose to see 2022 APRIL to 2023 March.  not sure how to get this done.

Last Year YTD: When I select 2022 APRIL then I supposed to see 2021 APRIL to 22 MARCH.

[Ashish_Mathur]

Hi,

I am not sure of what you want.  Share some data and show the expected result.