Ultimate time-based calculations (time intelligence) cheat sheet (including week-based calculations)

jeroenterheerdt · ‎07-14-2020

Power BI provides great time intelligence features to calculate Year-to-date (YTD), Month-to-date (MTD) and Quarter-to-date (QTD) totals. There is no such thing as Week-to-date (WTD) or Period-to-date (PTD) where period could be any arbitrary period definition (I used two-month periods in my example below). If you want those, you will have to create the calculations yourself. I was inspired by this excellent blog post and created an ultimate time-intelligence calculations Power BI file. I used Matt Massons excellent date dimension generation script to generate the date table for my example.

Download the full Power BI file here or get just the DAX formulas. Enjoy!

Basic Measures

Total Amount:
```
TotalAmount = SUM(Sales[Amount])
```
Total Quantity:
```
TotalQuantity = SUM(Sales[Quantity])
```

Day Measures

Total Amount for Last Day (Yesterday)

Amount_LastDay = CALCULATE([TotalAmount],PREVIOUSDAY('Date'[Date]))

Total Amount for same Day last Year

Amount_SameDayLastYear = CALCULATE([TotalAmount],SAMEPERIODLASTYEAR('Date'[Date]))

Variance of total Amount compared to Total Amount for Last Day
```
Amount_DOD_Variance = [TotalAmount]-[Amount_LastDay]
```

Variance % of total Amount compared to Total Amount for Last Day

Amount_DOD_Variance% = DIVIDE([Amount_DOD_Variance],[Amount_LastDay])

Variance of total Amount compared to Total Amount for same Day last Year
```
Amount_YOY_Variance = [TotalAmount]-[Amount_SameDayLastYear]
```
Variance % of total Amount compared to Total Amount same Day last Year
```
Amount_YOY_Variance% = DIVIDE([Amount_YOY_Variance],[Amount_LastDay])
```

Total Quantity for Last Day (Yesterday)

Quantity_LastDay = CALCULATE([TotalQuantity],PREVIOUSDAY('Date'[Date]))

Total Quantity for same Day last Year

Quantity_SameDayLastYear = CALCULATE([TotalQuantity],SAMEPERIODLASTYEAR('Date'[Date]))

Variance of total Quantity compared to Total Quantity for Last Day
```
Quantity_DOD_Variance = [TotalQuantity]-[Quantity_LastDay]
```

Variance % of total Quantity compared to Total Quantity for Last Day

Quantity_DOD_Variance% = DIVIDE([Quantity_DOD_Variance],[Quantity_LastDay])

Variance of total Quantity compared to total Quantity for same Day last Year
```
Quantity_YOY_Variance = [TotalQuantity]-[Quantity_SameDayLastYear]
```
Variance % of total Quantity compared to total Quantity for same Day last Year
```
Quantity_YOY_Variance% = DIVIDE([Quantity_YOY_Variance],[Quantity_LastDay])
```

Week Measures

Total Amount Week To Date

Amount_WTD = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[WeekNumber] ), CALCULATE(
        [TotalAmount],
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = VALUES ( 'Date'[Year] )
                && 'Date'[WeekNumber] = VALUES ( 'Date'[WeekNumber] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ))

Total Amount for Last Week

Amount_LastWeek = SUMX(
    FILTER(ALL('Date'),
        IF(SELECTEDVALUE('Date'[WeekNumber])=1,
            'Date'[WeekNumber]=CALCULATE(MAX('Date'[WeekNumber]), ALL('Date')) && 'Date'[Year]=FORMAT(VALUE(SELECTEDVALUE('Date'[Year]))-1,""),
            'Date'[WeekNumber]=SELECTEDVALUE('Date'[WeekNumber])-1 && 'Date'[Year]=FORMAT(VALUE(SELECTEDVALUE('Date'[Year])),""))
    ),
    [TotalAmount])

Total Amount for same Week Last Year

Amount_SameWeekLastYear = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[WeekNumber] ), CALCULATE(
        SUM ( Sales[Amount] ),
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = FORMAT(VALUES ( 'Date'[Year] )-1,"")
                && 'Date'[WeekNumber] = VALUES ( 'Date'[WeekNumber] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ))

Variance of total Amount Week To Date compared to Total Amount for Last Week
```
Amount_WTD_WOW_Variance = [Amount_WTD]-[Amount_LastWeek]
```

Variance % of total Amount Week To Date compared to Total Amount for Last Week

Amount_WTD_WOW_Variance% = DIVIDE([Amount_WTD_WOW_Variance],[Amount_LastWeek])

Variance of total Amount Week to Date compared to Total Amount for same Week last Year
```
Amount_WTD_YOY_Variance = [Amount_WTD]-[Amount_SameWeekLastYear]
```
Variance % of total Amount Week to Date compared to Total Amount for same Week last Year
```
Amount_WTD_YOY_Variance% = DIVIDE([Amount_WTD_YOY_Variance],[Amount_SameWeekLastYear])
```

Total Quantity Week To Date

Quantity_WTD = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[WeekNumber] ),
    CALCULATE (
        [TotalQuantity],
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = VALUES ( 'Date'[Year] )
                && 'Date'[WeekNumber] = VALUES ( 'Date'[WeekNumber] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ),
    BLANK ()
)

Total Quantity for same Week Last Year

Quantity_SameWeekLastYear = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[WeekNumber] ), CALCULATE(
        SUM ( Sales[Quantity] ),
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = FORMAT(VALUES ( 'Date'[Year] )-1,"")
                && 'Date'[WeekNumber] = VALUES ( 'Date'[WeekNumber] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ))

Total Quantity for Last Week

Quantity_LastWeek = SUMX(
    FILTER(ALL('Date'),
        IF(SELECTEDVALUE('Date'[WeekNumber])=1,
            'Date'[WeekNumber]=CALCULATE(MAX('Date'[WeekNumber]), ALL('Date')) && 'Date'[Year]=FORMAT(VALUE(SELECTEDVALUE('Date'[Year]))-1,""),
            'Date'[WeekNumber]=SELECTEDVALUE('Date'[WeekNumber])-1 && 'Date'[Year]=FORMAT(VALUE(SELECTEDVALUE('Date'[Year])),""))
    ),
    [TotalQuantity])

Variance of total Quantity Week To Date compared to Total Quantity for Last Week
```
Quantity_WTD_WOW_Variance = [Quantity_WTD]-[Quantity_LastWeek]
```

Variance % of total Quantity Week To Date compared to Total Quantity for Last Week

Quantity_WTD_WOW_Variance% = DIVIDE([Quantity_WTD_WOW_Variance],[Quantity_LastWeek])

Variance of total Quantity Week to Date compared to Total Quantity for same Week last Year
```
Quantity_WTD_YOY_Variance = [Quantity_WTD]-[Quantity_SameWeekLastYear]
```

Variance % of total Quantity Week to Date compared to Total Quantity for same Week last Year

Quantity_WTD_YOY_Variance% = DIVIDE([Quantity_WTD_YOY_Variance],[Quantity_SameWeekLastYear])

Month Measures

Total Amount Month To Date

Amount_MTD = TOTALMTD([TotalAmount],'Date'[Date])

Total Amount for same Month Last Year

Amount_SameMonthLastYear = CALCULATE([Amount_MTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Amount for Last Month

Amount_LastMonth = CALCULATE([TotalAmount],PREVIOUSMONTH('Date'[Date]))

Variance of total Amount Month To Date compared to Total Amount for Last Month
```
Amount_MTD_MOM_Variance = [Amount_MTD]-[Amount_LastMonth]
```
Variance % of total Amount Month To Date compared to Total Amount for Last Month
```
Amount_MTD_MOM_Variance% = DIVIDE([Amount_MTD_MOM_Variance],[Amount_LastMonth])
```
Variance of total Amount Month to Date compared to Total Amount for same Month last Year
```
Amount_MTD_YOY_Variance = [Amount_MTD]-[Amount_SameMonthLastYear]
```
Variance % of total Amount Month to Date compared to Total Amount for same Month last Year
```
Amount_MTD_YOY_Variance% = DIVIDE([Amount_MTD_YOY_Variance],[Amount_SameMonthLastYear])
```

Total Quantity Month To Date

Quantity_MTD = TOTALMTD([TotalQuantity],'Date'[Date])

Total Quantity for same Month Last Year

Quantity_SameMonthLastYear = CALCULATE([Quantity_MTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Quantity for Last Month

Quantity_LastMonth = CALCULATE([TotalQuantity],PREVIOUSMONTH('Date'[Date]))

Variance of total Quantity Month To Date compared to Total Quantity for Last Month
```
Quantity_MTD_MOM_Variance = [Quantity_MTD]-[Quantity_LastMonth]
```

Variance % of total Quantity Month To Date compared to Total Quantity for Last Month

Quantity_MTD_MOM_Variance% = DIVIDE([Quantity_MTD_MOM_Variance],[Quantity_LastMonth])

Variance of total Quantity Month to Date compared to Total Quantity for same Month last Year
```
Quantity_MTD_YOY_Variance = [Quantity_MTD]-[Quantity_SameMonthLastYear]
```
Variance % of total Quantity Month to Date compared to Total Quantity for same Month last Year
```
Quantity_MTD_YOY_Variance% = DIVIDE([Quantity_MTD_YOY_Variance],[Quantity_SameMonthLastYear])
```

Period Measures

Total Amount Period To Date

Amount_PTD = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[TwoMonthPeriod] ),
    CALCULATE (
        [TotalAmount],
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = VALUES ( 'Date'[Year] )
                && 'Date'[TwoMonthPeriod] = VALUES ( 'Date'[TwoMonthPeriod] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ),
    BLANK ()
)

Total Amount for same Period Last Year

Amount_SamePeriodLastYear = CALCULATE([Amount_PTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Amount for Last Period

Amount_LastPeriod = CALCULATE([TotalAmount],DATEADD('Date'[Date],-2,MONTH))

Variance of total Amount Period To Date compared to Total Amount for Last Period
```
Amount_PTD_POP_Variance = [Amount_PTD]-[Amount_LastPeriod]
```
Variance % of total Amount Period To Date compared to Total Amount for Last Period
```
Amount_PTD_POP_Variance% = DIVIDE([Amount_PTD_POP_Variance],[Amount_LastPeriod])
```
Variance of total Amount Period to Date compared to Total Amount for same Period last Year
```
Amount_PTD_YOY_Variance = [Amount_PTD]-[Amount_SamePeriodLastYear]
```
Variance % of total Amount Period to Date compared to Total Amount for same Period last Year
```
Amount_PTD_YOY_Variance% = DIVIDE([Amount_PTD_YOY_Variance],[Amount_SamePeriodLastYear])
```

Total Quantity Period To Date

Quantity_PTD = IF (
    HASONEVALUE ( 'Date'[Year] )
        && HASONEVALUE ('Date'[TwoMonthPeriod] ),
    CALCULATE (
        [TotalQuantity],
        FILTER (
            ALL ( 'Date' ),
            'Date'[Year] = VALUES ( 'Date'[Year] )
                && 'Date'[TwoMonthPeriod] = VALUES ( 'Date'[TwoMonthPeriod] )
                && 'Date'[Date] <= MAX ( 'Date'[Date] )
        )
    ),
    BLANK ()
)

Total Quantity for same Period Last Year

Quantity_SamePeriodLastYear = CALCULATE([Quantity_PTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Quantity for Last Period

Quantity_LastPeriod = CALCULATE([TotalQuantity],DATEADD('Date'[Date],-2,MONTH))

Variance of total Quantity Period To Date compared to Total Quantity for Last Period
```
Quantity_PTD_POP_Variance = [Quantity_PTD]-[Quantity_LastPeriod]
```

Variance % of total Quantity Period To Date compared to Total Quantity for Last Period

Quantity_PTD_POP_Variance% = DIVIDE([Quantity_PTD_POP_Variance],[Quantity_LastPeriod])

Variance % of total Quantity Period to Date compared to Total Quantity for same Period last Year
```
Quantity_PTD_YOY_Variance = [Quantity_PTD]-[Quantity_SamePeriodLastYear]
```

Variance of total Quantity Period to Date compared to Total Quantity for same Period last Year

Quantity_PTD_YOY_Variance% = DIVIDE([Quantity_PTD_YOY_Variance],[Quantity_SamePeriodLastYear])

Quarter Measures

Total Amount Quarter To Date

Amount_QTD = TOTALQTD([TotalAmount],'Date'[Date])

Total Amount for same Quarter Last Year

Amount_SameQuarterLastYear = CALCULATE([Amount_QTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Amount for Last Quarter

Amount_LastQuarter = CALCULATE([TotalAmount],PREVIOUSQUARTER('Date'[Date]))

Variance of total Amount Quarter To Date compared to Total Amount for Last Quarter
```
Amount_QTD_QOQ_Variance = [Amount_QTD]-[Amount_LastQuarter]
```
Variance % of total Amount Quarter To Date compared to Total Amount for Last Quarter
```
Amount_QTD_QOQ_Variance% = DIVIDE([Amount_QTD_QOQ_Variance],[Amount_LastQuarter])
```
Variance of total Amount Quarter to Date compared to Total Amount for same Quarter last Year
```
Amount_QTD_YOY_Variance = [Amount_QTD]-[Amount_SameQuarterLastYear]
```
Variance % of total Amount Quarter to Date compared to Total Amount for same Quarter last Year
```
Amount_QTD_YOY_Variance% = DIVIDE([Amount_QTD_YOY_Variance],[Amount_SameQuarterLastYear])
```

Total Quantity Quarter To Date

Quantity_QTD = TOTALQTD([TotalQuantity],'Date'[Date])

Total Quantity for same Quarter Last Year

Quantity_SameQuarterLastYear = CALCULATE([Quantity_QTD],SAMEPERIODLASTYEAR('Date'[Date]))

Total Quantity for Last Quarter

Quantity_LastQuarter = CALCULATE([TotalQuantity],PREVIOUSQUARTER('Date'[Date]))

Variance of total Quantity Quarter To Date compared to Total Quantity for Last Quarter
```
Quantity_QTD_QOQ_Variance = [Quantity_QTD]-[Quantity_LastQuarter]
```
Variance % of total Quantity Quarter To Date compared to Total Quantity for Last Quarter
```
Quantity_QTD_QOQ_Variance% = DIVIDE([Quantity_QTD_QOQ_Variance],[Quantity_LastQuarter])
```
Variance of total Quantity Quarter To Date compared to Total Quantity or same Quarter last Year
```
Quantity_QTD_YOY_Variance = [Quantity_QTD]-[Quantity_SameQuarterLastYear]
```
Variance % of total Quantity Quarter To Date compared to Total Quantity for same Quarter last Year
```
Quantity_QTD_YOY_Variance% = DIVIDE([Quantity_QTD_YOY_Variance],[Quantity_SameQuarterLastYear])
```

Year Measures

Total Amount Year To Date

Amount_YTD = TOTALYTD([TotalAmount],'Date'[Date])

Total Amount for Last Year

Amount_LastYear = CALCULATE([Amount_YTD],PREVIOUSYEAR('Date'[Date]))

Variance of total Amount Year To Date compared to Total Amount for Last Year
```
Amount_YTD_YOY_Variance = [Amount_YTD]-[Amount_LastYear]
```

Variance% of total Amount Year To Date compared to Total Amount for Last Year

Amount_YTD_YOY_Variance% = DIVIDE([Amount_YTD_YOY_Variance],[Amount_LastYear])

Total Quantity Year To Date

Quantity_YTD = TOTALYTD([TotalQuantity],'Date'[Date])

Total Quantity for Last Year

Quantity_LastYear = CALCULATE([TotalQuantity],PREVIOUSYEAR('Date'[Date]))

Variance of total Quantity Year To Date compared to Total Quantity for Last Year
```
Quantity_YTD_YOY_Variance = -[Quantity_YTD]-[Quantity_LastYear]
```

Variance% of total Quantity Year To Date compared to Total Quantity for Last Year

Quantity_YTD_YOY_Variance% = DIVIDE([Quantity_YTD_YOY_Variance],[Quantity_LastYear])

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Ultimate time-based calculations (time intelligence) cheat sheet (including week-based calculations)

Ultimate time-based calculations (time intelligence) cheat sheet (including week-based calculations)