Show MTD, QTD & YTD Calculations To Current Date in Power BI w/DAX

Sometimes you want to show up to the current date the performance of your 'to date' number versus a prior period, but when completing the comparison, your prior period shows every result.

I explain how you can fix this in your analysis during this video.

*****Video Details*****
0:16 - Introduction
1:23 - Time Comparison Using DAX
4:00 - Showcasing True Time Comparisons
7:05 - Conclusion

***** Learning Power BI? *****

***** Related Links *****
Prevent YTD, QTD, MTD Results Extending Forward In Power BI
Time Comparison For Non Standard Date Tables In Power BI
Calculate Financial Year To Date (FYTD) Sales In Power BI Using DAX

***** Related Course Modules *****
Time Intelligence Calculations
DAX Formula Deep Dives
Mastering DAX Calculations

***** Related Support Forums *****
MTD & MTD LY Calculation
Prevent YTD, QTD, MTD Results Projecting Forward - DAX Techniques
Building Relationship Between Data Model
For more MTD, QTD & YTD queries to review see here…..

[EnterpriseDNA]

Related Links
Prevent YTD, QTD, MTD Results Extending Forward In Power BI
Time Comparison For Non Standard Date Tables In Power BI
Calculate Financial Year To Date (FYTD) Sales In Power BI Using DAX

Related Course Modules
Time Intelligence Calculations
DAX Formula Deep Dives
Mastering DAX Calculations

Related Support Forums
MTD & MTD LY Calculation
Prevent YTD, QTD, MTD Results Projecting Forward - DAX Techniques
Building Relationship Between Data Model
For more MTD, QTD & YTD queries to review see here…..

[petehamilton]

I have been trying to figure out how to do the YTD to current date all day. I should have started looking here! Awesome stuff Sam, thanks.

[Phil-hzrc]

You are without a doubt the best resource I have come across for learning Power BI, thank you so much.

[gerensp]

Thank you so much... helped me over a huge obstacle on a pattern I rely on everyday.

[easyonexcel]

Hi Sam, thanks for the video, though i have a simple problem. How do I get total sum of sales till date in the same column.
I have compared sales for month of May this year till date to total sales for month may last year till date which is working fine but i also need to sum those total sales. In my case power bi auto sums the last year may total sales but i need the sum to only till date.

[junminwu]

Sam, what if I need the table to show total value(both This year and Last year )? Thank you.

[ashwinfrancis]

Hi Sam,

Thank you for this video, I found it quite helpful

If I wanted to extend this logic on an MTD basis to all the previous months in the year, would you have any suggestions on doing this?

[ksimonchung]

Hi Sam did you build out the Dates table using Dax ? Or did you import it from a relational database?

[FalconFlyer]

this is pretty close to what i'm looking for but what do I do if it's not TODAY() I'm Looking for, example lets say i'm working with a range of dates

Dec 1 - Dec 12th (that's what's in my slicer), now I want the MTD compared to just the 12th of December

and I want to be able to do that even if i'm running the report on the 14th of December

[matinqaiser]

Great video, which has helped me understand how YTD in PowerBI works. I have a specific YTD problem I simply cannot solve: I have YTD measure calculated as in your example. However, I want this YTD measure to always include the data from start of current year until the last date in the filter selection. For instance: if some month slicer is set to July, the YTD measure should then consider all data from January till end of July. Which DAX operators are necessary for this kind of requirement?

[stephenbrincat]

Hi Sam, thanks for your great videos, thanks to your help I manged to figure out this formula TOTALQTD(SUM(Coffee[Turnover]), DATEADD(FILTER(DATESYTD(dDate[Date]), dDate[Date]<TODAY()), -1, YEAR)) any idea how I replace the today last month (i.e want to show sales till end month not to today).

[venkateshthammisetty]

Hi Sir, is it possible to give year end date dynamically in TotalYTD DAX instead of fixed like(4/30), so can u pls help me with this if there is a way

[ShivamYadav-ibhg]

Is this any video for this with current financial year ytd and lytd

[abdulrahmanmajeed]

I tried apply previous QTD on a card visual but it is giving me blank. Can you pls suggest how to fix previous QTD in a card visual?

[tonyz]

Hi Sam, at 4:23 where you adding IF(LASTDATE(Dates[date]) > TODAY(), BLANK(), ……..) I wondering if I using the same measure to other visualization like Column chart and just throw the 2 measures : Total Sales YTD & Total Sales PY YTD, without any Dates dimension, will it show any value ?
Thanks, love your videos

[erickknackstedt]

Just what I was looking for, if it alters the total for LY as well. Love your content BTW, thank you!

[gerensp]

Sam, What if you wanted a specific date rather than using TODAY()? This is adding more dates than my current Year YTD value... Thanks

[saikumarchebrolu]

is that possible without having a date table in our model?

[frankkoopmans]

Nice post. Just wondering why not use sameperiodlastyear and also use datesqtd datesmtd and datesytd to calculate sales last year. I use that and works great.

[RajaParivlog]

Please let me know if I select the QTR 3 and then data should reflect from QTR to QTR3. Could you please help on this