DAX for Power BI Part 6.3 - Calculating Running Total or To Date Values

By Andrew Gould

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This video explains how to use a range of DAX Time Intelligence functions to calculate running totals and to-date values in your measures. You'll learn how to use the FirstDate and LastDate functions to calculate the start and end of intervals and combine these with the DatesBetween function. You'll see how to use the StartOfYear and EndOfYear functions, as well as the DatesYTD, DatesQTD and TotalYTD functions. Finally, you'll learn how to set the year end date to a different date than December 31st for a range of time intelligence functions.

Chapters
00:00 Topic list
00:55 Creating a Basic Report
03:09 Calculating First and Last Dates
06:02 Calculating a Running Total
07:27 Calculating a Year to Date Value
09:43 Calculating the Percentage of Year Total
12:06 Calculating Quarter To Date Values
15:41 The DatesYTD Function
17:32 Explaining the Difference in the Total Row
21:35 The TotalYTD Function
22:55 Setting the Year End Date
25:19 Setting the End Date for DatesYTD
26:12 Setting the End Date for TotalYTD

[piotrkuc]

Watched with pleasure as always 😊
Thank you so much!

[basavaputta]

Please make a video on how to set the download path and disable the save password popup in Google Chrome.

If this video has already been created, kindly share the link as it would be incredibly helpful.

[ArchStanton]

Hi Andrew, can you help me with the following please?

Case Complexity 1 =
CALCULATE(
COUNT('Cases'[Case Number]),
DATESYTD('Cases'[Resolution Date], "3-31"),
'Cases'[statecode] = "Resolved",
'OS Case Complexity'[Value] = 1)

I'm getting this error message and no matter what I try I can't fix thing:

Couldn't load data for this visual

MdxScript(Model) (320, 5) Calculation error in measure 'New KPI Measures'[Case Complexity 1]:
DAX comparison operators do not support comparing values of type Text with values of integer.
Consider using the Value or Format function to convert one of the values

[kiendra]

I wonder when will wise owl gets the gold skin