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10 Time-Intelligence Functions

The document provides a comprehensive overview of various DAX functions related to date calculations in data analysis, including CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, and CLOSINGBALANCEYEAR, among others. Each function is accompanied by its syntax, parameters, return values, and examples to illustrate their usage. The document serves as a reference for users looking to perform time-based calculations in their data models.

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0% found this document useful (0 votes)
4 views34 pages

10 Time-Intelligence Functions

The document provides a comprehensive overview of various DAX functions related to date calculations in data analysis, including CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, and CLOSINGBALANCEYEAR, among others. Each function is accompanied by its syntax, parameters, return values, and examples to illustrate their usage. The document serves as a reference for users looking to perform time-based calculations in their data models.

Uploaded by

turningpoint.mk0
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CLOSINGBALANCEMONTH

Evaluates the expression at the last date of the month in the current
context.

Syntax

DAX Copy
CLOSINGBALANCEMONTH(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er
expressio
An expression that returns a scalar value.
n
dates A column that contains dates.
(optional) An expression that specifies a filter to apply to the
filter
current context.

Return value

A scalar value that represents the expression evaluated at the last date of
the month in the current context.

Example:

=CLOSINGBALANCEMONTH(SUMX(ProductInventory,ProductInventory[UnitCos
t]*ProductInventory[UnitsBalance]),DateTime [DateKey])
CLOSINGBALANCEQUARTER

Evaluates the expression at the last date of the quarter in the current
context.

Syntax

DAX Copy

CLOSINGBALANCEQUARTER(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er

expressi
An expression that returns a scalar value.
on

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the


filter
current context.

Return value

A scalar value that represents the expression evaluated at the last date of
the quarter in the current context.

Example:

=CLOSINGBALANCEQUARTER(SUMX(ProductInventory,ProductInventory[
UnitCost]*ProductInventory[UnitsBalance]), DateTime[DateKey])
CLOSINGBALANCEYEAR

Evaluates the expression at the last date of the year in the current context.

Syntax

DAX Copy

CLOSINGBALANCEYEAR(<expression>,<dates>[,<filter>]
[,<year_end_date>])

Parameters

Parameter Definition

expression An expression that returns a scalar value.

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the current


filter
context.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A scalar value that represents the expression evaluated at the last date of
the year in the current context.

Example:

=CLOSINGBALANCEYEAR(SUMX(ProductInventory,ProductInventory[Uni
tCost]*ProductInventory[UnitsBalance]), DateTime[DateKey])
DATEADD

Returns a table that contains a column of dates, shifted either forward or


backward in time by the specified number of intervals from the dates in the
current context.

Syntax

DAX Copy

DATEADD(<dates>,<number_of_intervals>,<interval>)

Parameters

Term Definition

dates A column that contains dates.

number_of_interv An integer that specifies the number of intervals to add to or


als subtract from the dates.

The interval by which to shift the dates. The value for interval can
interval
be one of the following: year, quarter, month, day

Return value

A table containing a single column of date values.

Example:

=DATEADD(DateTime[DateKey],-1,year)
DATESBETWEEN

Returns a table that contains a column of dates that begins with the
start_date and continues until the end_date.

Syntax

DAX Copy

DATESBETWEEN(<dates>,<start_date>,<end_date>)

Parameters

Term Definition

A reference to a date/time
dates
column.

start_da
A date expression.
te

end_dat
A date expression.
e

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
DATESBETWEEN(DateTime[DateKey],
DATE(2007,6,1),
DATE(2007,8,31)

))
DATESINPERIOD

Returns a table that contains a column of dates that begins with the
start_date and continues for the specified number_of_intervals.

Syntax

DAX Copy

DATESINPERIOD(<dates>,<start_date>,<number_of_intervals>,<interv
al>)

Parameters

Term Definition

dates A column that contains dates.

start_date A date expression.

number_of_interv An integer that specifies the number of intervals to add to or


als subtract from the dates.

The interval by which to shift the dates. The value for interval can
interval
be one of the following: year, quarter, month, day

Return value

A table containing a single column of date values.

Example:
=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),DATESINPERIO
D(DateTime[DateKey],DATE(2007,08,24),-21,day))
DATESMTD

Returns a table that contains a column of the dates for the month to date, in
the current context.

Syntax

DAX Copy

DATESMTD(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Property Value/Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
DATESMTD(DateTime[DateKey]))
DATESQTD

Returns a table that contains a column of the dates for the quarter to date, in
the current context.

Syntax

DAX Copy

DATESQTD(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Property Value/Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
DATESQTD(DateTime[DateKey]))
DATESYTD

Returns a table that contains a column of the dates for the year to date, in
the current context.

Syntax

DAX Copy

DATESYTD(<dates> [,<year_end_date>])

Parameters

Term Definition

dates A column that contains dates.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Property Value/Return value

A table containing a single column of date values.

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
DATESYTD(DateTime[DateKey]))
ENDOFMONTH

Returns the last date of the month in the current context for the specified
column of dates.

Syntax

DAX Copy

ENDOFMONTH(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Return value

A table containing a single column and single row with a date value.

Example:

=ENDOFMONTH(DateTime[DateKey])
ENDOFQUARTER

Returns the last date of the quarter in the current context for the specified
column of dates.

Syntax

DAX Copy

ENDOFQUARTER(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Return value

A table containing a single column and single row with a date value.

Example:

=ENDOFQUARTER(DateTime[DateKey])
ENDOFYEAR

Returns the last date of the year in the current context for the specified
column of dates.

Syntax

DAX Copy

ENDOFYEAR(<dates> [,<year_end_date>])

Parameters

Term Definition

dates A column that contains dates.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A table containing a single column and single row with a date value.

Example:

=ENDOFYEAR(DateTime[DateKey],"06/30/2004")
FIRSTDATE

Returns the first date in the current context for the specified column of
dates.

Syntax

DAX Copy

FIRSTDATE(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Return value

A table containing a single column and single row with a date value.

Example:

=FIRSTDATE('InternetSales_USD'[SaleDateKey])
FIRSTNONBLANK

Returns the first value in the column, column, filtered by the current
context, where the expression is not blank.

Syntax

DAX Copy

FIRSTNONBLANK(<column>,<expression>)

Parameters

Term Definition

column A column expression.

expressi An expression evaluated for blanks for each value of


on column.

Property Value/Return value

A table containing a single column and single row with the computed first
value.

Example:
LASTDATE

Returns the last date in the current context for the specified column of dates.

Syntax

DAX Copy

LASTDATE(<dates>)

Parameters

Ter
Definition
m

date A column that contains


s dates.

Return value

A table containing a single column and single row with a date value.

Example:

=LASTDATE('InternetSales_USD'[SaleDateKey])
LASTNONBLANK

Returns the last value in the column, column, filtered by the current
context, where the expression is not blank.

Syntax

DAX Copy

LASTNONBLANK(<column>,<expression>)

Parameters

Term Definition

column A column expression.

expressi An expression evaluated for blanks for each value of


on column.

Property Value/Return value

A table containing a single column and single row with the computed last
value.

Example:
NEXTDAY

Returns a table that contains a column of all dates from the next day, based
on the first date specified in the dates column in the current context.

Syntax

DAX Copy

NEXTDAY(<dates>)

Parameters

Ter
Definition
m

date A column containing


s dates.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
NEXTDAY('DateTime'[DateKey]))
NEXTMONTH

Returns a table that contains a column of all dates from the next month,
based on the first date in the dates column in the current context.

Syntax

DAX Copy

NEXTMONTH(<dates>)

Parameters

Ter
Definition
m

date A column containing


s dates.

Return value

A table containing a single column of date values.

Example :

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
NEXTMONTH('DateTime'[DateKey]))
NEXTQUARTER

Returns a table that contains a column of all dates in the next quarter, based
on the first date specified in the dates column, in the current context.

Syntax

DAX Copy

NEXTQUARTER(<dates>)

Parameters

Ter
Definition
m

date A column containing


s dates.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
NEXTQUARTER('DateTime'[DateKey]))
NEXTYEAR

Returns a table that contains a column of all dates in the next year, based on
the first date in the dates column, in the current context.

Syntax

DAX Copy

NEXTYEAR(<dates>[,<year_end_date>])

Parameters

Term Definition

dates A column containing dates.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
NEXTYEAR('DateTime'[DateKey]))
OPENINGBALANCEMONTH

Evaluates the expression at the first date of the month in the current
context.

Syntax

DAX Copy

OPENINGBALANCEMONTH(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er

expressi
An expression that returns a scalar value.
on

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the


filter
current context.

Return value

A scalar value that represents the expression evaluated at the first date of
the month in the current context.

Exmaple:

=OPENINGBALANCEMONTH(SUMX(ProductInventory,ProductInventory[U
nitCost]*ProductInventory[UnitsBalance]), DateTime[DateKey])
OPENINGBALANCEQUARTER

Evaluates the expression at the first date of the quarter, in the current
context.

Syntax

DAX Copy

OPENINGBALANCEQUARTER(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er

expressi
An expression that returns a scalar value.
on

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the


filte*
current context.

Return value

A scalar value that represents the expression evaluated at the first date of
the quarter in the current context.

Example:

=OPENINGBALANCEQUARTER(SUMX(ProductInventory,ProductInventory
[UnitCost]*ProductInventory[UnitsBalance]), DateTime[DateKey])
OPENINGBALANCEYEAR

Evaluates the expression at the first date of the year in the current context.

Syntax

DAX Copy

OPENINGBALANCEYEAR(<expression>,<dates>[,<filter>]
[,<year_end_date>])

Parameters

Parameter Definition

expression An expression that returns a scalar value.

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the current


filter
context.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A scalar value that represents the expression evaluated at the first date of
the year in the current context.

EXAMPLE:

=OPENINGBALANCEYEAR(SUMX(ProductInventory,ProductInventory[Uni
tCost]*ProductInventory[UnitsBalance]), DateTime[DateKey])
PREVIOUSDAY

Returns a table that contains a column of all dates representing the day that
is previous to the first date in the dates column, in the current context.

Syntax

DAX Copy

PREVIOUSDAY(<dates>)

Parameters

Ter
Definition
m

date A column containing


s dates.

Return value

A table containing a single column of date values.

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
PREVIOUSDAY('DateTime'[DateKey]))
PREVIOUSMONTH

Returns a table that contains a column of all dates from the previous month,
based on the first date in the dates column, in the current context.

Syntax

DAX Copy

PREVIOUSMONTH(<dates>)

Parameters

Ter
Definition
m

Date A column containing


s dates.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
PREVIOUSMONTH('DateTime'[DateKey]))
PREVIOUSQUARTER

Returns a table that contains a column of all dates from the previous quarter,
based on the first date in the dates column, in the current context.

Syntax

DAX Copy

PREVIOUSQUARTER(<dates>)

Parameters

Ter
Definition
m

date A column containing


s dates.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
PREVIOUSQUARTER('DateTime'[DateKey]))
PREVIOUSYEAR

Returns a table that contains a column of all dates from the previous year,
given the last date in the dates column, in the current context.

Syntax

DAX Copy

PREVIOUSYEAR(<dates>[,<year_end_date>])

Parameters

Term Definition

dates A column containing dates.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A table containing a single column of date values.

Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
PREVIOUSYEAR('DateTime'[DateKey]))
PARALLELPERIOD

Returns a table that contains a column of dates that represents a period


parallel to the dates in the specified dates column, in the current context,
with the dates shifted a number of intervals either forward in time or back in
time.

Syntax

DAX Copy

PARALLELPERIOD(<dates>,<number_of_intervals>,<interval>)

Parameters

Term Definition

dates A column that contains dates.

number_of_interv An integer that specifies the number of intervals to add to or


als subtract from the dates.

The interval by which to shift the dates. The value for interval can
interval
be one of the following: year, quarter, month.

Return value
A table containing a single column of date values.
Example:

=CALCULATE(SUM(InternetSales_USD[SalesAmount_USD]),
PARALLELPERIOD(DateTime[DateKey],-1,year))
SAMEPERIODLASTYEAR

Returns a table that contains a column of dates shifted one year back in time
from the dates in the specified dates column, in the current context.

Syntax

DAX Copy

SAMEPERIODLASTYEAR(<dates>)

Parameters

Ter
Definition
m

dat A column containing


es dates.

Property Value/Return value

A single-column table of date values.

Example:

=CALCULATE(SUM(ResellerSales_USD[SalesAmount_USD]),
SAMEPERIODLASTYEAR(DateTime[DateKey]))
TOTALMTD

Evaluates the value of the expression for the month to date, in the current
context.

Syntax

DAX Copy

TOTALMTD(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er

expressio
An expression that returns a scalar value.
n

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the


filter
current context.

Return value

A scalar value that represents the expression evaluated for the dates in the
current month-to-date, given the dates in dates.

Example:

=TOTALMTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[Date
Key])
TOTALQTD

Evaluates the value of the expression for the dates in the quarter to date,
in the current context.

Syntax

DAX Copy

TOTALQTD(<expression>,<dates>[,<filter>])

Parameters

Paramet
Definition
er

expressio
An expression that returns a scalar value.
n

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the


filter
current context.

Return value

A scalar value that represents the expression evaluated for all dates in the
current quarter to date, given the dates in dates.

Example:

=TOTALQTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[Date
Key])
TOTALYTD

Evaluates the year-to-date value of the expression in the current context.

Syntax

DAX Copy

TOTALYTD(<expression>,<dates>[,<filter>][,<year_end_date>])

Parameters

Parameter Definition

expression An expression that returns a scalar value.

dates A column that contains dates.

(optional) An expression that specifies a filter to apply to the current


filter
context.

year_end_d (optional) A literal string with a date that defines the year-end date.
ate The default is December 31.

Return value

A scalar value that represents the expression evaluated for the current
year-to-date dates.

Example:

=TOTALYTD(SUM(InternetSales_USD[SalesAmount_USD]),DateTime[Date
Key])

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