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Time is an asset for businesses just like resources, materials, and money. Businesses use cumulative time-based calculations (Year-to-Date, Month-to-Date, or Quarter-to-Date) that are referred to as YTD, MTD, QTD in common parlance. They are helpful metrics to analyze trends or compare sales and financial performance. Nevertheless, it can be a nigh...

Before diving into the details of how Time intelligence functions in Power BI can be easily and efficiently implemented, we give an overview of the sample data. We use data comprising of Direct Profit numbers for a business for the years 2017 and 2018. A screenshot of the data has been provided below. The data can also be downloaded for practice fr...

To compare trends, businesses rely on evaluating the performance of campaigns over a time window. Generally, business stakeholders want to know about their key performance indicators (KPIs) and compare it to their yearly targets. For instance, they may want to evaluate the Year-to-Date (YTD) profits and strategize to fill the gap with respect to th...

Let us import the data into Power BI using the “Import Data from Microsoft Excel Workbook” functionality button. The imported data in the Data view of Power BI would be: Notice that there are no columns that represent the calendar dates with respect to each “Campaign Number” column. Therefore, we will create a calculated column using the “New Colum...

To create a new table in the Data Model, we go to the “Home” tab and click on the “New Table” button. We use a DAX called CALENDAR function that creates a table called “Date” containing a “Date” column given a specific start date and end date that are 01-Jan-2017 and 31-Dec-2018, respectively. Once the “Date” table has been created, we have to mark...

To view the time-series as per user convenience, we create new columns in the “Date” table with the following DAX. These columns represent the year, month number, day, month name, quarter. Having created these calculated columns, the next important aspect is to create our first measure in the “Date” table. The measure for actual direct profit numbe...

The measure created in the last section can be viewed in the “Report” view of the data model using a table and a chart. This gives us a view of the month over month comparison of Direct Profit. One of the most widely used business KPI is Year-to-Date (YTD) values. Year-to-Date shows the cumulative performance metrics (Direct Profit in this case) st...

In this article, we learned about how time intelligence plays an important role in evaluating business performance. Additionally, we also looked at a hands-on example of calculating the YTD numbers for a given KPI in Power BI. To summarize, Power BI offers numerous time intelligence functions that help in reporting the performance of a business. Fu...