DAX Fridays! #18: YTD,QTD, MTD

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  • čas přidán 24. 11. 2016
  • Let's go through Year to date, Quater to date and Month to date functions available in DAX!
    Keynotes:
    00:26 TOTALYTD function in DAX
    07:18 TOTALMTD function in DAX
    11:22 TOTALQTD function in DAX
    Link to Power BI file: curbal.com/blog/glossary/tota...
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Komentáře • 134

  • @Victor-ol1lo
    @Victor-ol1lo Před 7 lety +1

    Thanks for the great video Ruth !! Looking forward to see more DAX tricks next Friday !!!

  • @NorbertoVeraReatigaNVR
    @NorbertoVeraReatigaNVR Před 7 lety +1

    Excelente vídeo, iniciare mi practica de estas funciones de tiempo, muy útiles! Gracias Ruth...

  • @just4fun410
    @just4fun410 Před 7 lety +1

    Hello, I have gone through many videos, but all the videos are very critical , but the way you are explaining is really good and the examples are really very useful. Enjoyed a lot & Thanks a lot Curbal.

  • @bradj229
    @bradj229 Před 2 lety

    Thanks Ruth! Great video!

  • @phanidivi3613
    @phanidivi3613 Před 5 lety

    mam,what an explanation.Its really very nice.After kud venkat ,your are my best trainer.

  • @CloudhoundCoUk
    @CloudhoundCoUk Před 7 lety +1

    Excellent presentation. Key learning point, for me. Check, your data results are what you expect. It's all too easy to just assume a function generates the correct results.

  • @abrahamlatapie
    @abrahamlatapie Před 3 lety

    Thank you so much, your videos are extremely useful. I have a question, i have a case that the 1st day of operations are the 26 of the month and the last day its 25, it is similar to the fiscal years but for months, what can I do? please heeelp me!!

  • @SlippingDownMan
    @SlippingDownMan Před 6 lety +18

    Hi, I'm wondering why in your TOTALYTD examples you've used DATESYTD(DimDate[Date]) instead of just DimDate[Date]. OK it works, but it seems redundant/unnecessary to me to use DATESYTD when TOTALYTD should be doing the calculations using dates ytd anyway. Similarly why use DATESMTD in the TOTALMTD formula when just the date should do?? This raises the idea of using the WRONG DATES function such as TOTALYTD([Total Sales],DATESMTD(DimDate[Date])) which is or course a silly thing to do but if we are using a DATESYTD or DATESMTD inside TOTALYTD or TOTALMTD then this becomes a possible error, whereas if we are using just the date, it's not only simpler and still correct, it's less error-prone?... thanks

  • @atudelvis2353
    @atudelvis2353 Před 4 lety

    you are a life saver ....... kudosssss

  • @juanignacioXI
    @juanignacioXI Před 4 lety

    Now watching this to apply in my report, thanks again Ruth!! Dont think im stalking you haha..

  • @atudelvis2353
    @atudelvis2353 Před 4 lety

    Hi Curbal, i tried using your formula to get the YTD value for same period last year (

  • @hargobindsingh8448
    @hargobindsingh8448 Před 6 lety

    Hi there, Does that matter if your Total Sales column is a measure or not? I am doing something similar for MTD but It is showing me total cost instead of MTD.

  • @manomitabaral7291
    @manomitabaral7291 Před 4 lety

    Thanks for the wonderful explanation in this video. I have got one query , Is this possible? Ex. If I am selecting Year -2020 and Month Jan -2020 , Is it Possible to show Current Month Sales(i.e Jan -2020) and Previous month Sales(i.e Dec 2019) simultaneously ?

  • @larryjones4573
    @larryjones4573 Před 7 lety

    Hello Ruth. I have watched this video several times, thinking I missed something on a previous viewing, but I cannot figure out how to make the DATESMTD work in conjunction with SAMEPERIODLASTYEAR. I have built a calendar table using the CALENDAR function and my DATESMTD, DATESQTD, & DATESYTD functions all work fine for the current year. I also have PREVIOUSMONTH and PREVIOUSQUARTER measures working correctly so I don't suspect any problems with the calendar table. The trouble is in trying to calculate the same period last year. If I do a SAMEPERIODLASTYEAR(DATESMTD('Calendar'[DATE])), it gives me the full amount for the entire month last year not just the first three days of the month, assuming we are on the 3rd day of the month. Can you clarify the correct DAX syntax for just aligning the DATESMTD for last year to just calculate through the current day in the month and not report the full month's total? Many thanks for your videos. They are great! All best, Larry

  • @jegadeesr7213
    @jegadeesr7213 Před 3 lety

    Hi Curbal,

  • @powershah
    @powershah Před 5 lety

    Hi Ruth,

  • @gayathreenatarajan2991
    @gayathreenatarajan2991 Před 5 lety +1

    Hi, Thank you for all the videos you are posting, really helpful. I have doubt in setting up default month. My powerBI report should count the number of records for each month and its average, I managed to do that but I want to give a default value where it filters current month when the report is opened by users later the user must be able to change according to his choice. Can you suggest?

  • @KavyaTalks-Malayalam
    @KavyaTalks-Malayalam Před 4 lety

    Hello Ruth

  • @shubhamsharma194
    @shubhamsharma194 Před 6 lety +1

    Where can I find the video for creating the DimDate Table ?