month-to-date
2 Topicshow to calculate month over month for current month and month to date in previous year
im working on a report that shows kpis performance over : days-weeks-months-quarters-years in order to add contex to my kpi im trying to add comparisons to periods such as : month over month and month to date the problem is when im showing the trend for monthly performace , the current month didnt end yet and if i want to calculate month over month value doesnt make sense example of how the graph looks like : x-axis: months , (assuming current month is April2021) y-axis: total orders month over month would be (180-280/280)*100=-35.7% question1: how would i use this calculation for the current month if its not complete yet? question 2 : how can i find month to date value for same month last year. assuming we are now in April2021 , how can i calculate month to date value for april2020 so i can compare it with the current value in this year?Solved2KViews0likes6CommentsTOTALMTD and USERELATIONSHIP
Hi All, I am trying to calculate a MTD value based on a date column from my 'Quotes' table that is different to the date column that has an active relationship with my calendar. I think I need to use some sort of combination of TOTALMTD and USERELATIONSHIP? I am calculating a value from my 'Quotes' table. The 'Quotes' table has a 'Created Date' column, which is my active relationship with my calendar table, and a 'Quote Won Date', which is what I want my month-to-date calculation to work from. I do have an inactive relationship established in my model between my calendar table and the 'Quote Won Date' Here is something I have tried which does not work but might illustrate what I am trying to calculate: MTD Value of Quotes Won by Quote Won Date = CALCULATE([Value of Quotes Won],DATESMTD('calendar'[Reporting Date]),USERELATIONSHIP(quoted_opportunities_and_quotes_data[Quote Won Date],'calendar'[Reporting Date])) Really appreciate any help anyone can offer! Many thanks in advance, Chris1.6KViews0likes1Comment