Cheat Sheet - Power BI Time Intelligence Formulas Using Today

amitchandak · ‎05-22-2022

Power BI Time Intelligence Formulas Using Today

Problem Statement:

The user does want to have a date slicer or filter. Also, the user does not want to control the measures based on the last date of the calendar. Formulas should use today's date and provide Today, yesterday, WTD, MTD, QTD, YTD sales

For the date table, you can refer to my blog. These formulas do not use all to remove filters on the date table; for example filters (all('Date'), <filter code>), because the assumption is no date is selected. Otherwise, you have to use all on date

Day Level Formulas using Today

Today = CALCULATE([Net], FILTER('Date','Date'[Date] = Today() ) )

Yesterday = CALCULATE([Net], FILTER('Date','Date'[Date] = Today()-1 ) )

Same day Last week Today= CALCULATE([Net], FILTER('Date','Date'[Date] = Today()-7 ) ) 

Month Start Date Today = CALCULATE([Net], FILTER('Date','Date'[Date] = Eomonth(Today(),-1)+1 ) )

Month End Date Today = CALCULATE([Net], FILTER('Date','Date'[Date] = Eomonth(Today(),0) ) )

Last Month End Date Today = CALCULATE([Net], FILTER('Date','Date'[Date] = Eomonth(Today(),-1) ) )

Last Month End Date Today = CALCULATE([Net], FILTER('Date','Date'[Date] = Eomonth(Today(),-1) ) )

Last year same WeekDay = CALCULATE([Net], FILTER('Date','Date'[Date] = Today()-364 ) )

Last year same date = CALCULATE([Net], FILTER('Date','Date'[Date] = date(Year(Today())-1, month(Today()), day(Today()) )))

Month Level Formulas using Today

MTD Today = 
var _min = eomonth(today(),-1)+1
var _max =  today() 
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LMTD Today= 
var _min = eomonth(today(),-2)+1
var _max1 = today()
var _max = date(year(_max1),month(_max1)-1, day(_max1))
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYMTD Today = 
var _min = eomonth(today(),-13)+1
var _max1 = today()
var _max = date(year(_max1)-1,month(_max1), day(_max1))
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

MTD Yesterday = 
var _max =  today() -1
var _min = eomonth(_max,-1)+1
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This Month Today = 
var _min = eomonth(today(),-1)+1
var _max =  eomonth(today(),0) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Month Today = 
var _min = eomonth(today(),-2)+1
var _max =  eomonth(today(),-1) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Same Month Last Year Today = 
var _min = eomonth(today(),-13)+1
var _max =  eomonth(today(),-12) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))


First Month This year Today = 
var _min = eomonth(today(),-1*month(Today()))+1
var _max =  eomonth(today(),-1*month(Today())+1) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Month Last year Today = 
var _min = eomonth(today(),-1*month(Today())-1)+1
var _max =  eomonth(today(),-1*month(Today())) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Quarter Level Formulas using Today

QTD Today = 
var _max = today()
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

QTD Yesterday = 
var _max = today()-1
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LQTD Today = 
var _max = Date(year(today()), Month(Today())-3, day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYQTD Today = 
var _max = Date(year(today())-1, Month(Today()), day(today()))
var _min = eomonth(_max,-1* if( mod(Month(_max),3) =0,3,mod(Month(_max),3)))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This Qtr Today = 
var _today = today()
var _max = eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Today = 
var _today = today()
var _max = eomonth(_today, -1*if( mod(Month(_today),3) =0,3,mod(Month(_today),3)))
var _min = eomonth(_max,-3)+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Same Qtr Last Year Today = 
var _today = today()
var _max = eomonth(eomonth(_today, if( mod(Month(_today),3) =0,0,3-mod(Month(_today),3))),-12)
var _min = eomonth(_max,-3)+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

First Qtr This year Today = 
var _min = eomonth(today(),-1*month(Today()))+1
var _max =  eomonth(_min,2) 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Qtr Last year Today = 
var _max = eomonth(today(),-1*month(Today()))
var _min =  eomonth(_max,-3)+1 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Year Level Formulas using Today

YTD Today = 
var _min = eomonth(today(),-1*month(today()))+1
var _max =  today() 
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

YTD Yesterday = 
var _min = eomonth(today(),-1*month(today()))+1
var _max =  today() -1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYTD Today = 
var _today = TODAY()
var _max =  date(year(_today)-1, month(_today), day(_today))
var _min = eomonth(_max,-1*month(_max))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYTD Yesterday = 
var _today = TODAY()-1
var _max =  date(year(_today)-1, month(_today), day(_today))
var _min = eomonth(_max,-1*month(_max))+1
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This year Today = 
var _min = eomonth(today(),-1*month(today()))+1
var _max =  eomonth(_min,11) 
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last year Today = 
var _max = eomonth(today(),-1*month(today()))
var _min =  eomonth(_max,-12)+1 
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

2nd Last year Today = 
var _max = eomonth(today(),(-1*month(today()))-12)
var _min =  eomonth(_max,-12)+1 
return 
CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Week Level Formulas using Today

WTD Today = 
var _min = TODAY() -WEEKDAY(TODAY(),2) +1 //Monday week start
var _max =  today() 
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LWTD Today = 
var _min = TODAY() -WEEKDAY(TODAY(),2) -6 //Monday week start
var _max =  today() -7
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYWTD Today = 
var _max =  today() -364
var _min = _max -WEEKDAY(_max,2) +1//Monday week start
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

WTD Yesterday = 
var _max =  today() -1
var _min = _max -WEEKDAY(_max,2) +1 //Monday week start
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LWTD Yesterday = 
var _max =  today() -8
var _min = _max -WEEKDAY(_max,2) +1 //Monday week start
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

LYWTD Yesterday = 
var _max =  today() -364
var _min = _max -WEEKDAY(_max,2) +1//Monday week start
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

This Week Today = 
var _min = today() -WEEKDAY(today() ,2) +1 //Monday week start
var _max =  _min +6
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last Week Today = 
var _min = today() -WEEKDAY(today() ,2) -6 //Monday week start
var _max =  _min +6
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

Last year same week Today = 
var _today =  today() -364
var _min = _today -WEEKDAY(_today,2) +1//Monday week start
var _max = _min+6
return CALCULATE([Net], FILTER('Date','Date'[Date] >=_min && 'Date'[Date] <= _max))

For more details refer to the Blog

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