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DeepDive
Helper IV
Helper IV

Moving Annual Total, Moving Annual Total LY in Power BI Paginated Reports

Hi All, am new to paginated reports. I have to create one paginated report in which I have a category, subcategory against which I want to show the MAT, MAT LY, YTD, YTD LY values and their Percentages, and subcategories share at Categories level and categories share at total level..kindly help how to write an expression for same or any link.

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

HI @DeepDive,

Account to your description, I think your requirement should more be related to paginated report design. I'd like to suggest post this to 'report server' subforum to get further support.

In addition, you can also take a look at following document about using power bi report builder with aggerate functions:

Report Builder Functions - Aggregate Function 

Report Builder Functions - Aggregate Functions Reference 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

4 REPLIES 4
v-shex-msft
Community Support
Community Support

HI @DeepDive,

Account to your description, I think your requirement should more be related to paginated report design. I'd like to suggest post this to 'report server' subforum to get further support.

In addition, you can also take a look at following document about using power bi report builder with aggerate functions:

Report Builder Functions - Aggregate Function 

Report Builder Functions - Aggregate Functions Reference 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
DeepDive
Helper IV
Helper IV

Experts any suggestions?

@DeepDive , Moving Average you need to give some sample data and output in table format.

With time Intelligence it should be possible

examples

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
last year MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-12,MONTH)))
last year MTD (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-12,MONTH))))
Month behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Month))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

last QTR same Month (complete) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,Qtr))))
MTD (Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR('Date'[Date])))
MTD (Last Year End) Sales =  CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFYEAR(dateadd('Date'[Date],-12,MONTH),"8/31")))
	

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Last complete QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD( ENDOFQUARTER(dateadd('Date'[Date],-1,QUARTER))))
Last to last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-2,QUARTER)))
Next QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],1,QUARTER)))
Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,Year)))
Last year same QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(ENDOFQUARTER(dateadd('Date'[Date],-1,Year))))
trailing QTR = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,QUARTER))
trailing  4 QTR = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-4,QUARTER))
CALCULATE([Total Value], PREVIOUSQUARTER('Calendar'[Date]))


YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

 

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Hi Amit, Thank you for a detailed answer for PBI dax, but am looking for expressions used in SSRS or in Power BI paginated reports.

Again thank you for your time in sharing complete power bi daxes. 

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