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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Getting MTD and YTD in M query

Hi Experts,

Please guide me on getting the MTD and YTD in M query.

 

I tried by the below given step:

but its not working.

 

Please help.

 

Thanks

11 Replies

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Vijay_A_Verma ,

      Below is the query in which i want to insert MTD , YTD and PYYTD:

      let
      #"Submission (2)" = let
      Source = AnalysisServices.Databases("uat-grs-datatechbi-ssas-tab-uwbi.aws.lmig.com", [TypedMeasureColumns=true, Implementation="2.0"]),
      #"Underwriting BI" = Source{[Name="Underwriting BI"]}[Data],
      Model1 = #"Underwriting BI"{[Id="Model"]}[Data],
      Model2 = Model1{[Id="Model"]}[Data],
      #"Added Items" = Cube.Transform(Model2,
      {
      {Cube.AddAndExpandDimensionColumn, "[Policy Inception Calendar]", {"[Policy Inception Calendar].[UW Month].[UW Month]", "[Policy Inception Calendar].[UW Year].[UW Year]"}, {"Policy Inception Calendar.UW Month", "Policy Inception Calendar.UW Year"}},
      {Cube.AddMeasureColumn, "Quoted Premium", "[Measures].[Quoted Premium]"}
      }),
      #"Filtered Rows" = Table.SelectRows(#"Added Items", each (Cube.AttributeMemberId([Policy Inception Calendar.UW Year]) = "[Policy Inception Calendar].[UW Year].&[2020]" meta [DisplayName = "2020"] or Cube.AttributeMemberId([Policy Inception Calendar.UW Year]) = "[Policy Inception Calendar].[UW Year].&[2021]" meta [DisplayName = "2021"] or Cube.AttributeMemberId([Policy Inception Calendar.UW Year]) = "[Policy Inception Calendar].[UW Year].&[2022]" meta [DisplayName = "2022"])),
      #"Added Items1" = Cube.Transform(#"Filtered Rows",
      {
      {Cube.AddAndExpandDimensionColumn, "[Policy]", {"[Policy].[Policy NAS Profit Center].[Policy NAS Profit Center]"}, {"Policy.Policy NAS Profit Center"}}
      }),
      #"Filtered Rows1" = Table.SelectRows(#"Added Items1", each (Cube.AttributeMemberId([Policy.Policy NAS Profit Center]) = "[Policy].[Policy NAS Profit Center].&[IronEnviro]" meta [DisplayName = "IronEnviro"])),
      #"Added Items2" = Cube.Transform(#"Filtered Rows1",
      {
      {Cube.AddAndExpandDimensionColumn, "[Policy]", {"[Policy].[New Business Renewal].[New Business Renewal]", "[Policy].[Policy NAS Product].[Policy NAS Product]", "[Policy].[Policy Status].[Policy Status]"}, {"Policy.New Business Renewal", "Policy.Policy NAS Product", "Policy.Policy Status"}}
      }),
      #"Filtered Rows2" = Table.SelectRows(#"Added Items2", each (Cube.AttributeMemberId([Policy.Policy Status]) = "[Policy].[Policy Status].&[Non-Renew]" meta [DisplayName = "Non-Renew"] or Cube.AttributeMemberId([Policy.Policy Status]) = "[Policy].[Policy Status].&[Quote]" meta [DisplayName = "Quote"] or Cube.AttributeMemberId([Policy.Policy Status]) = "[Policy].[Policy Status].&[REA-Prerenewal]" meta [DisplayName = "REA-Prerenewal"] or Cube.AttributeMemberId([Policy.Policy Status]) = "[Policy].[Policy Status].&[Renewed]" meta [DisplayName = "Renewed"] or Cube.AttributeMemberId([Policy.Policy Status]) = "[Policy].[Policy Status].&[Submitted]" meta [DisplayName = "Submitted"])),
      #"Added Items3" = Cube.Transform(#"Filtered Rows2",
      {
      {Cube.AddAndExpandDimensionColumn, "[Underwriter]", {"[Underwriter].[Underwriter].[Underwriter]", "[Underwriter].[UW Region].[UW Region]"}, {"Underwriter.Underwriter", "Underwriter.UW Region"}}
      }),
      #"Added Items4" = Cube.Transform(#"Added Items3",
      {
      {Cube.AddAndExpandDimensionColumn, "[Broker]", {"[Broker].[NAS Broker Branch].[NAS Broker Branch]", "[Broker].[NAS Broker Region].[NAS Broker Region]"}, {"Broker.NAS Broker Branch", "Broker.NAS Broker Region"}}
      }),
      #"Added Items5" = Cube.Transform(#"Added Items4",
      {
      {Cube.AddAndExpandDimensionColumn, "[Policy]", {"[Policy].[Source System Name].[Source System Name]"}, {"Policy.Source System Name"}}
      }),
      #"Added Items6" = Cube.Transform(#"Added Items5",
      {
      {Cube.AddMeasureColumn, "Total Bound Count", "[Measures].[Total Bound Count]"},
      {Cube.AddMeasureColumn, "Total Declined Count", "[Measures].[Total Declined Count]"},
      {Cube.AddMeasureColumn, "Total Quote Count", "[Measures].[Total Quote Count]"},
      {Cube.AddMeasureColumn, "Total Submission Count", "[Measures].[Total Submission Count]"}
      }),
      #"Renamed Columns" = Table.RenameColumns(#"Added Items6",{{"Policy Inception Calendar.UW Year", "Year"}, {"Policy Inception Calendar.UW Month", "Month"}}),
      #"Replaced Value" = Table.ReplaceValue(#"Renamed Columns","Jan","01",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value1" = Table.ReplaceValue(#"Replaced Value","Feb","02",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value2" = Table.ReplaceValue(#"Replaced Value1","Mar","03",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value3" = Table.ReplaceValue(#"Replaced Value2","Apr","04",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value4" = Table.ReplaceValue(#"Replaced Value3","May","05",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value5" = Table.ReplaceValue(#"Replaced Value4","Jun","06",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value6" = Table.ReplaceValue(#"Replaced Value5","Jul","07",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value7" = Table.ReplaceValue(#"Replaced Value6","Aug","08",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value8" = Table.ReplaceValue(#"Replaced Value7","Sep","09",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value9" = Table.ReplaceValue(#"Replaced Value8","Oct","10",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value10" = Table.ReplaceValue(#"Replaced Value9","Nov","11",Replacer.ReplaceText,{"Month"}),
      #"Replaced Value11" = Table.ReplaceValue(#"Replaced Value10","Dec","12",Replacer.ReplaceText,{"Month"}),
      #"Renamed Columns1" = Table.RenameColumns(#"Replaced Value11",{{"Month", "UW Month"}}),
      #"Added Custom" = Table.AddColumn(#"Renamed Columns1", "Month", each Text.Middle([UW Month],7,2)),
      #"Renamed Columns2" = Table.RenameColumns(#"Added Custom",{{"Policy.Policy NAS Product", "Product"}, {"Underwriter.Underwriter", "Underwriter"}, {"Broker.NAS Broker Region", "Producer Region"}, {"Broker.NAS Broker Branch", "Producer Branch"}}),
      #"Filtered Rows3" = Table.SelectRows(#"Renamed Columns2", each true),
      YTD = Date.IsInYearToDate([UW Year]) ,
      MTD =
      if [UW Month] <= Date.From(DateTime.FixedLocalNow()) and [UW Month]>= Date.StartOfMonth(Date.From(DateTime.FixedLocalNow())) then 1 else 0
      in
      #"Filtered Rows3",
      #"Changed Type" = Table.TransformColumnTypes(#"Submission (2)",{{"Year", Int64.Type}})
      in
      #"Changed Type"

       

      Thanks

      • Vijay_A_Verma's avatar
        Vijay_A_Verma
        Most Valuable Professional

        if you can post sample input then we can suggest the steps for MTD and YTD which you can plugin into your code.