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Keano
Frequent Visitor

Using MTD but want QTD to always show until end of Quarter

Hi

 

I have a matrix report which shows data for MTD, QTD and YTD, using the DAX below for each

MTD =
CALCULATE (
SUM(Bi_GLTRANS[AmountNormal]),
DATESMTD(BI_CalendarView[dates])
)
QTD =
CALCULATE(
SUM(Bi_GLTRANS[AmountNormal]),
DATESQTD(BI_CalendarView[dates])
)
Total YTD =
TOTALYTD(SUM(Bi_GLTRANS[AmountNormal]),BI_CalendarView[dates])
 
I'm using slicers to allow the user to filter out on Year, Quater and Month
Now if they select, lets say Sepetmber as it is the end of a standard calendar Quarter, they see the actuals for MTD, QTD ( for the 3 months in the Quater) and YTD for all months up until the end of September, and all this is perefect
 
However if they select August, which is the second month in the Quater, they see MTD OK and YTD OK ( as want to see latter till end of August), but the issue is that they want to see the Qurter values until the end of the Quarter, so to also include September in the QTD calculation
I looked at the differnet dax time intelligence functions and can't seem to figure out, I'm new to DAX, so I'm sure there's a way to do?
Appreciate the help
 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...


@ me in replies or I'll lose your thread!!!
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View solution in original post

2 REPLIES 2
v-shex-msft
Community Support
Community Support

HI @Keano,

 

Can you please share some sample data for test?

How to Get Your Question Answered Quickly

 

Regards,
Xiaoxin Sheng

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

See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...


@ me in replies or I'll lose your thread!!!
Check out my External Tool for Power BI Desktop!
Microsoft Hates Greg's Quick Measures
Check out my latest book!

View solution in original post

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