⏳ Mastering
Time
Intelligence
in Power BI
Learn how to analyze data over time using
powerful DAX time intelligence functions.
Swipe 👉
to explore!
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Time Intelligence
Functions
TOTALYTD – Year-to-Date
Calculation
TOTALQTD – Quarter-to-
Date Calculation
TOTALMTD – Month-to-Date
Calculation
SAMEPERIODLASTYEAR –
Compare to Last Year
Continue..
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Continue..
DATEADD – Shift Dates
Forward or Backward
PARALLELPERIOD – Compare
Parallel Periods
DATESYTD – Cumulative
Total Calculation
OPENINGBALANCE – Start of
Period Value
CLOSINGBALANCE – End of
Period Value
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📅
TOTALYTD
Scenario:
Calculate total sales from the
start of the year to the current
date.
Formula:
Sales YTD =
TOTALYTD(SUM(Sales[Amount]),
Sales[TransactionDate])
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📅
TOTALQTD
Scenario:
Track sales performance from
the start of the quarter to now.
Formula:
Sales QTD =
TOTALQTD(SUM(Sales[Amount]),
Sales[TransactionDate])
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📅
TOTALMTD
Scenario:
Monitor sales progress from the
start of the month to today.
Formula:
Sales MTD =
TOTALMTD(SUM(Sales[Amount])
, Sales[TransactionDate])
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🔄
SAMEPERIODLASTYEAR
Scenario:
Compare this year’s sales with
the same period last year.
Formula:
Sales LY = CALCULATE(
SUM(Sales[Amount]),
SAMEPERIODLASTYEAR(
Sales[TransactionDate]))
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⏩
DATEADD
Scenario:
Track sales growth month-
over-month.
Formula:
Sales Last Month =
CALCULATE(SUM(Sales[Amount]
), DATEADD(
Sales[TransactionDate], -1,
MONTH))
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⏮️
PARALLELPERIOD
Scenario:
Analyze sales in the same
period of the previous year.
Formula:
Sales Previous Year =
CALCULATE(SUM(Sales[Amount]
), PARALLELPERIOD(
Sales[TransactionDate], -1,
YEAR))
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📊
DATESYTD
Scenario:
Calculate cumulative revenue
up to today's date.
Formula:
Revenue YTD =
CALCULATE(SUM(Sales[Revenue
]), DATESYTD(Calendar[Date]))
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📈
OPENINGBALANCE
Scenario:
Track the starting value of a
metric at the beginning of the
year.
Formula:
Opening Balance =
OPENINGBALANCEYEAR(
SUM(Sales[Amount]),
Dates[Date])
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🔄
CLOSINGBALANCE
Scenario:
Show the ending value of a
metric at the end of the year.
Formula:
Closing Balance =
CLOSINGBALANCEYEAR(
SUM(Sales[Amount]),
Dates[Date])
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💡
Your Turn!
Which time intelligence
function do you use the most?
💬 Comment below
🔁 Share with your team
📌 Save this post for reference
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