Use Cases of DAX in Date Columns in Power BI

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DAX provides robust functionalities for working with date columns in Power BI, enabling users to perform a wide range of time intelligence and date-based calculations. By leveraging these DAX functions, you can create comprehensive and insightful reports that effectively analyze temporal data.

1. Year-to-Date (YTD) Calculations

Calculate the cumulative total from the beginning of the year to the current date.

DAX

YTD_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESYTD(Date[Date])

)

2. Month-to-Date (MTD) Calculations

Compute the cumulative total from the start of the month to the current date.

DAX

MTD_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESMTD(Date[Date])

)

3. Quarter-to-Date (QTD) Calculations

Calculate the cumulative total from the beginning of the quarter to the current date.

DAX

QTD_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESQTD(Date[Date])

)

4. Same Period Last Year (SPLY)

Compare the current period's data with the same period in the previous year.

DAX

SPLY_Sales = CALCULATE(

SUM(Sales[TotalSales]),

SAMEPERIODLASTYEAR(Date[Date])

)

5. Rolling 12 Months Calculation

Calculate the total sales over the last 12 months dynamically.

DAX

Rolling_12Months_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESINPERIOD(Date[Date], MAX(Date[Date]), -12, MONTH)

)

6. Previous Month Calculation

Calculate the total sales for the previous month.

DAX

PreviousMonth_Sales = CALCULATE(

SUM(Sales[TotalSales]),

PREVIOUSMONTH(Date[Date])

)

7. Year-Over-Year (YoY) Growth

Calculate the year-over-year growth percentage.

DAX

YoY_Growth =

DIVIDE(

(SUM(Sales[TotalSales]) - CALCULATE(SUM(Sales[TotalSales]), SAMEPERIODLASTYEAR(Date[Date]))),

CALCULATE(SUM(Sales[TotalSales]), SAMEPERIODLASTYEAR(Date[Date]))

)

8. Custom Date Ranges

Create measures for custom date ranges, such as the last 30 days.

DAX

Last_30Days_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESINPERIOD(Date[Date], TODAY(), -30, DAY)

)

9. Week-to-Date (WTD) Calculations

Compute the cumulative total from the start of the week to the current date.

DAX

WTD_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESINPERIOD(Date[Date], MAX(Date[Date]), -7, DAY)

)

10. Fiscal Year Calculations

Perform calculations based on a fiscal year that does not align with the calendar year.

DAX

Fiscal_YTD_Sales = CALCULATE(

SUM(Sales[TotalSales]),

DATESYTD(Date[Date], "6/30")

)

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