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Anonymous
Not applicable

YYYY-MM as a date datatype

I am trying to use dates in a YYYY-MM format. The conversion to this formar works fine, using the formula 

YearMonth = FORMAT(Cuestionario[Submited], "YYYY-MM"), where Cuestionario[Submited] is a datetime object. This formula converts the datetime into a string object.
 
However, in order to work with DAX formulas, I need this field to be in date format, so I can use slicers and make calculations based on previous months.
 
Is there A way I can format a date into a YYYY-MM format and keep the date datatype?
 
Thank you.
2 REPLIES 2
MFelix
Super User
Super User

Hi @Anonymous .

 

You can make a custom format for the columns on the model view:

  • Select the column you want
  • On the Formatting select the Custom Format

custom.png

 


Regards

Miguel Félix


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amitchandak
Super User
Super User

If you have dates in your tables then you should create a date table. Join it with Fact and create all such formats in the date table.

You can use the time intelligence function to deal with prior.

 

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/

 

Example of such formulas

 

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 MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))

MTD (Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date])))
MTD (Last Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31")))
Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,MONTH)) 
Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date Filer],MAX(Sales[Sales Date]),-12,MONTH))  
3 month back MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-3,MONTH)))
 


QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))

Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))



YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(('Date'[Date]),"3/31"))

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

Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))

Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
2 Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(sales,sales[date] <=maxx(date,date[date])))

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

 

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