Forum Discussion
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
- Vijay_A_VermaMost Valuable Professional
Please post a sample input table and output expected.
- AnonymousNot 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_VermaMost 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.