Skip to main content

20 Time Intelligence Dax Measures

20 Time Intelligence DAX measures in Power BI with examples:

  1. Year-to-Date Sales:

    css
    YTD Sales = TOTALYTD([Total Sales], Calendar[Date])

  2. Month-to-Date Sales:

    css
    MTD Sales = TOTALMTD([Total Sales], Calendar[Date])

  3. Quarter-to-Date Sales:

    css
    QTD Sales = TOTALQTD([Total Sales], Calendar[Date])

  4. Previous Year Sales:

    mathematica
    Previous Year Sales = CALCULATE([Total Sales], SAMEPERIODLASTYEAR(Calendar[Date]))

  5. Year-over-Year Growth:

    css
    YoY Growth = DIVIDE([Total Sales] - [Previous Year Sales], [Previous Year Sales])

  6. Rolling 3-Month Average Sales:

    sql
    3M Rolling Avg Sales = AVERAGEX(DATESINPERIOD(Calendar[Date], MAX(Calendar[Date]), -3, MONTH), [Total Sales])

  7. Cumulative Sales:

    scss
    Cumulative Sales = SUMX(FILTER(ALL(Calendar), Calendar[Date] <= MAX(Calendar[Date])), [Total Sales])

  8. Running Total Sales:

    scss
    Running Total Sales = SUMX(FILTER(ALL(Calendar), Calendar[Date] <= MAX(Calendar[Date])), [Total Sales])

  9. Year-to-Date Profit:

    css
    YTD Profit = TOTALYTD([Total Profit], Calendar[Date])

  10. Month-to-Date Profit:

    css
    MTD Profit = TOTALMTD([Total Profit], Calendar[Date])

  11. Quarter-to-Date Profit:

    css
    QTD Profit = TOTALQTD([Total Profit], Calendar[Date])

  12. Rolling 12-Month Total Sales:

    scss
    12M Rolling Sales = SUMX(DATESYTD(Calendar[Date]), [Total Sales])

  13. Average Sales per Day:

    sql
    Avg Sales per Day = DIVIDE([Total Sales], COUNTROWS(DATESYTD(Calendar[Date])))

  14. First Date of Sales:

    mathematica
    First Sales Date = MINX(FILTER(Calendar, [Total Sales] > 0), Calendar[Date])

  15. Last Date of Sales:

    mathematica
    Last Sales Date = MAXX(FILTER(Calendar, [Total Sales] > 0), Calendar[Date])

  16. Number of Days with Sales:

    css
    Days with Sales = COUNTROWS(FILTER(Calendar, [Total Sales] > 0))

  17. Average Sales Growth Rate:

    scss
    Avg Sales Growth Rate = AVERAGEX(VALUES(Calendar[Year]), [YoY Growth])

  18. Total Sales for Selected Period:

    sql
    Sales for Selected Period = CALCULATE([Total Sales], DATESBETWEEN(Calendar[Date], [Start Date], [End Date]))

  19. Max Sales Date:

    scss
    Max Sales Date = CALCULATE(MAX(Calendar[Date]), FILTER(ALL(Calendar), [Total Sales] = [Max Sales]))

  20. Min Sales Date:

    scss
    Min Sales Date = CALCULATE(MIN(Calendar[Date]), FILTER(ALL(Calendar), [Total Sales] = [Min Sales]))

These time intelligence measures help you analyze data over different time periods, calculate growth rates, and track trends within your Power BI reports. Remember to adjust them based on your specific date and data structure.

Labels:

Comments

Post a Comment

Popular posts from this blog

CAGR Dax Measure

CAGR stands for  C ompound  A nnual  G rowth  R ate.  It describes the rate at which an investment would have grown over several years if it had grown at the same rate every year on a compounding, rather than simple, basis.   The CAGR metric is calculated using the following formula: If we were to fit this entire formula into a single measure it may get messy and confusing for other users, so let’s step it out. We will need to create several measures to calculate the individual pieces the CAGR formula.  Of course, this is not the only way to calculate CAGR in Power Pivot, but this is the way we’ve decided to go about it.  So, let’s break it down, we will need the following measures to calculate CAGR: A measure to retrieve the First Year in the data set A measure to retrieve the Last Year in the data set A measure to calculate the Number of Years between the First and Last Years in the data set A measure to aggregate the total sales in the data set...
Post a Comment
Read more

Useful Keyboard Shortcuts

Ctrl+1  to Format a Selection Ctrl+1  (the number one) works to format whatever is selected. Whether it is a cell, SmartArt, a picture, a shape, or the March data point in a column chart, press  Ctrl+1 . Ctrl[+Shift]+Arrow  to Navigate or Select Your cell pointer is sitting at the top of 50K rows of data, and you need to get to the bottom. If you have a column with no blanks, press  Ctrl+Down Arrow  to jump to the end of the data set. In the following figure,  Ctrl+Down Arrow  will jump to K545.  Ctrl+Left Arrow  will jump to A1.  Ctrl+Right Arrow  will jump the gap of empty cells and land on N1. Add the  Shift  key in order to select from the active cell to the landing cell. Starting from A1 in the above figure, press  Ctrl+Shift+Down Arrow  to select A1:A545. While still holding down  Ctrl+Shift , press the  Right Arrow  Key to select A1:K545. If it seems awkward at first, try it for a few d...
Post a Comment
Read more

Vlookup to the Left with Index and Match function

What if your lookup value is to the right of the information that you want VLOOKUP to return? Conventional wisdom says VLOOKUP cannot handle a negative column number in order to go left of the key. One solution is  =VLOOKUP(I7,CHOOSE({1,2},G1:G5,F1:F5),2,0) . However, I prefer to use MATCH to find where the name is located and then use INDEX to return the correct value.
Post a Comment
Read more