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Isidro
Helper IV
Helper IV

Time Intelligence for seasons

Hello,

 

Is it possible to perform calculations with the Time Intelligence functions with seasons? In my case, the season begins on September 1 and ends on August 31.

 

I would like to obtain through the functions the balances on August 31, but with the functions I leave on December 31.

 

Thank you very much and regards.

1 ACCEPTED SOLUTION

Hi @v-yulgu-msft,

 

I've solved the issue by creating a calendar table with a seasonal column. Then I used the following formula to get the accumulated balances of the different seasons:

 

Saldo acumulado = CALCULATE(SUM(ACCOUNT_INFORMATION[SUM$Amount]);
                                                    FILTER(

                                                                ALL('Calendar');

                                                                'Calendar'[NumTemporada]<=MAX('Calendar'[NumTemporada])

)

)

 

Thank you very much and best regards.

View solution in original post

6 REPLIES 6

There are some out of the box time intelligence functions that allow you to specify a FY start date, but generally you will NOT be able to take advantage of time intelligence DAX.  You will have to build your own logic based on month numbers, week numbers, etc (depends on the type of calculation logic you need).

Hello,

 

Thank you for your information.

 

Best regards.

Hi @Isidro,

 

Have you resolved your issue? If yes, please kindly mark the corresponding reply as an answer so that it can benefit more people. If you still have any question, please feel free to ask.

 

Best regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-yulgu-msft,

 

I've solved the issue by creating a calendar table with a seasonal column. Then I used the following formula to get the accumulated balances of the different seasons:

 

Saldo acumulado = CALCULATE(SUM(ACCOUNT_INFORMATION[SUM$Amount]);
                                                    FILTER(

                                                                ALL('Calendar');

                                                                'Calendar'[NumTemporada]<=MAX('Calendar'[NumTemporada])

)

)

 

Thank you very much and best regards.

Hi @Isidro,

 

Thanks for sharing your solution.

 

Regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
KHorseman
Community Champion
Community Champion

You can use time intelligence with a custom date table. Some functions won't be useful (DATESMTD for instance) if you're looking at seasons but if you have a date table that includes a column for season, there is a lot of time intelligence functionality you can use, and there are ways to write your own formulas that mimic the behavior of the out-of-the-box formulas that aren't available to you with seasons.





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