In Power BI or Power Pivot, DAX (Data Analysis Expressions) can be used to create calculated columns or measures to summarize data based on various time periods. DATESMTD, DATESQTD, and DATESYTD are DAX functions commonly used for time intelligence calculations. Here's a brief summary of each:
DATESMTD (Dates Month to Date):
This function returns a table that contains a column of dates starting from the beginning of the month up to the current date in the current context.
It's useful for calculating values such as month-to-date sales, expenses, or any other metric that you want to evaluate within the context of the current month.
Example:
DATESMTD
Total Sales MTD = CALCULATE(SUM(Sales[Amount]), DATESMTD(Calendar[Date]))
DATESQTD (Dates Quarter to Date):
Similar to DATESMTD, this function returns a table of dates from the beginning of the quarter to the current date in the current context.
It's commonly used to calculate quarter-to-date values for metrics like sales, expenses, etc.
Example:
DATESQTD
Total Sales QTD = CALCULATE(SUM(Sales[Amount]), DATESQTD(Calendar[Date]))
DATESYTD (Dates Year to Date):
This function returns a table of dates from the beginning of the year up to the current date in the current context. It's useful for calculating year-to-date values for metrics such as sales, expenses, etc.
In summary
DATESMTD - Returns a table that contains a column of the dates for the month to date, in the current context.
DATESQTD - Returns a table that contains a column of the dates for the quarter to date, in the current context.
DATESYTD - Returns a table that contains a column of the dates for the year to date, in the current context.
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