Result
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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Analysis
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The first formula retrieves the sales for one year ago, but it does so at the day, month, quarter, and year levels This makes SAMEPERIODLASTYEAR() an extremely powerful function The second formula works out the year-on-year change for any date You can achieve the same results using DATEADD()
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STARTOFMONTH()
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STARTOFMONTH() is the converse of ENDOFMONTH() It returns the first day of the month The example is a measure on the Order Details table
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Syntax
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=CALCULATE(SUM('Order Details'[Sales Amount]), STARTOFMONTH((Orders[OrderDate])))
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Result
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C h a p te r 9 : D a te & T i m e Fu n c t i o n s 2 / 2 : T i m e I n te l l i g e n ce Fu n c t i o n s
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Analysis
The value for May 1998 is the same as that of May 1, 1998 The value for Q2 1998 is the same as that of April 1998, not May 1998
STARTOFQUARTER()
STARTOFQUARTER() returns the first day of the quarter The example is a measure on FactSales The formula uses ContosoRetailDW
Syntax
=CALCULATE(SUM(FactSales[SalesAmount]),STARTOFQUARTER(DimDate[Datekey]))
Result
Analysis
The result for 20071 is the same as the sales for January 1, 2007
STARTOFYEAR()
STARTOFYEAR() returns the first day of the year An optional second parameter lets you specify a year-end date The example is a measure on FactSales The formula uses ContosoRetailDW
Prac tical PowerPivot & DAX Formulas for Excel 2010
Syntax
=CALCULATE(SUM(FactSales[SalesAmount]),STARTOFYEAR(DimDate[Datekey]))
Result
Analysis
The figures within each year reflect the sales for January 1 It might be fruitful to compare the values for quarters (apart from first quarters) with the results from the last formula
TOTALMTD()
TOTALMTD() evaluates an expression over all the days of the month, up to and including the current context day The second parameter is the date column You can define a filter as an optional third parameter The example is a measure on the Order Details table
Syntax
=TOTALMTD(SUM('Order Details'[Sales Amount]),Orders[OrderDate])
C h a p te r 9 : D a te & T i m e Fu n c t i o n s 2 / 2 : T i m e I n te l l i g e n ce Fu n c t i o n s
Result
Analysis
The totals for the year, the last quarter, and the last month are equal to the total for the last day of the last month in the last quarter The result is the same as the result of this formula:
=CALCULATE(SUM('Order Details'[Sales Amount]), DATESMTD(Orders[OrderDate]))
TOTALQTD()
TOTALQTD() returns all the days of the quarter, up to and including the current context day when used with a calculation function The first example has a third filter parameter The examples are measures on the Order Details table
Prac tical PowerPivot & DAX Formulas for Excel 2010
Syntax
=TOTALQTD(SUM('Order Details'[Sales Amount]),Orders[OrderDate],ALL(Orders)) =TOTALQTD(SUM('Order Details'[Sales Amount]),Orders[OrderDate])
Result
Analysis
The two examples are subtly different Take a look at the contrasting sales figures for May 1998 The first formula does not reset the aggregation as it crosses monthly boundaries, but the second one does The first formula overrides the date filter context as the OrderDate column is in the Orders table
TOTALYTD()
TOTALYTD() returns all the days of the year, up to and including the current context day when used with a calculation function The example uses an optional filter argument as the third parameter A fourth parameter allows you to specify a year-end date The example is a measure on the Order Details table
C h a p te r 9 : D a te & T i m e Fu n c t i o n s 2 / 2 : T i m e I n te l l i g e n ce Fu n c t i o n s