Time period matrix

[Usates]

I am trying to replicate the following. I have the measures built for each row but I need the columns to be different time intervals and each measure total reflect properly based on the various time periods. How do I set this up?

[Greg]

Hi @Usates.

Can you please attach your work-in-progress PBIX for the forum members to review?

This looks like perhaps a standard table with measure branching and SWITCH TRUE logic may suffice, but I’m looping-in @Mudassir as it may be a case easily solved by calculation groups.

Greg

[Usates]

Sample.pbix (601.0 KB)

This is my sample file

[Greg]

Hi @Usates.

Thanks for the PBIX. My first thoughts would be to use the period-to-date cumulative total pattern for MTD, QTD, and YTD

Period To Date Cumulative Total (Time Intelligence)

Use the Period To Date Cumulative Total pattern to change the context from the particular selected date to all dates up to and including the current date in the current period. For example, to calculate the cumulative sales for the month to date, quarter to date, and year to date, the following could be used: Sales MTD = // DAX PATTERN NAME: Period to Date (Month) Cumulative Total // NOTES: Use CALCULATE to change the context from the particular selected date to all dates up to and including …

and this forum post for WTD

Week to date calculation

Hi @Matteo-Italy. As with most things in Power BI, there are many ways to solve a problem. Here’s one: Sales WTD = VAR _CurrentDate = SELECTEDVALUE( Dates[Date] ) VAR _CurrentWeekYear = SELECTEDVALUE( Dates[Week & Year] ) RETURN CALCULATE( [Total Sales], FILTER( ALL( Dates ), Dates[Week & Year] = _CurrentWeekYear && Dates[Date] <= _CurrentDate ) ) [eDNA Forum - Week To Date Calculation-1] Hope this helps. Greg

Good luck.
Greg

[Harsh]

Hello @Usates,

Thank You for posting your query onto the Forum.

Is this the type of result you’re looking for? Below is the screenshot of the result provided for the reference -

I’m also attaching the working of the PBIX file for the reference.

Hoping you find this useful and meets your requirements that you’ve been looking for.

Thanks and Warm Regards,
Harsh

Time Period Matrix - Harsh.pbix (606.5 KB)