Using MTD and QTD

Hi mp390988

Short answer: DATESMTD and DATESQTD functions are evaluated relative to maximum visible date in the filter context, which appears to be the unfiltered (global) maximum date in your example.

More detailed explanation:

First off, the rows disappear because the measure placed in the matrix returns BLANK for all values of DealerGroupFixed. When a Matrix visual contains one or more measures, any row or column of the Matrix in which all measure values are BLANK is excluded from the visual (by default, but can be overridden using Show items with no data).

(Note: When no measures are added to a visual, the visual generates a DAX query with a "default" row-count measure.)

Why are both measures returning blank in your example?

Taking DATESMTD as an example:

• DATESMTD ( 'CalendarTbl'[Date] )returns a table containing a column of dates corresponding to the month-to-date period in the current context (docs).
• Specifically, it returns the dates in the month-to-date period as at the latest visible date in the column 'CalendarTbl'[Date] within the current filter context.
• If no filters have been applied affecting 'CalendarTbl', the latest visible date will be the global maximum value of 'CalendarTbl'[Date], and the month-to-date period ending on that date might very well be a date range for which [Revenue] returns BLANK. This could be the case if no data exists for the dates in the MTD period as at the global maximum date.

DATESQTD behaves similarly, returning a table containing the dates in the quarter-to-date period as at the maximum visible date. All time intelligence functions are referenced to the current context in a similar way. Whether the max/min or entire date range is relevant depends on the function.

I'm guessing you might want the MTD or QTD period to be determined relative to the current date as returned by the TODAY ( ) function. If so, you could adjust your measures to apply a filter on 'CalendarTbl'[Date]  equal to the value returned by TODAY ( ). Assuming 'CalendarTbl' is marked as a date table 'CalendarTbl'[Date] being the date field, here are some possible variations on how this could can be written:

mMTDRev as at TODAY =
CALCULATE(
    [Revenue],
    DATESMTD ( 'CalendarTbl'[Date] = TODAY ( ) ) -- Boolean expression defining single-column date table
)

mMTDRev as at TODAY =
CALCULATE(
    [Revenue],
    CALCULATETABLE (
        DATESMTD ( 'CalendarTbl'[Date] ),
        'CalendarTbl'[Date] = TODAY ( )
    )
)

mMTDRev as at TODAY =
VAR ReferenceDate = TODAY ( )
RETURN
    CALCULATE(
        [Revenue],
        CALCULATETABLE (
            DATESMTD ( 'CalendarTbl'[Date] ),
            'CalendarTbl'[Date] = ReferenceDate
        )
    )

It's possible I've made an incorrect assumption about your model/report setup. If you could provide a link to a sample PBIX that would help diagnose further.