Using Time Intelligence - MTD , QTD , YTD Function in DAX in Microsoft Power BI to Find Valuable Knowledge & Actionable Insights From your Data 

Remember to Susbscribe the YouTube Video Above , If you don't want to miss any new free learning.

Use the Power of DAX in your Microsoft Power BI Dashboard . Here in this blog we use Time Intelligence Function to calculate YTD, MTD , QTD  in a Denormalized Data set like sample super store ?  But in the Real Big Data World ? Power BI has the edge to create Relationships between Different Fact/ Data  and DIM / Lookup table and use the same Data Model to create Multiple Dashboard .  Here in this blog you can learn How to use DAX Functions in Microsoft Power BI to Calculate MTD , QTD , YTD ? 

Contact us if you are looking for a Corporate Training on Power BI and take the advantage of the excellent features the tool offers for FREE for your Big Data Analytics and Digital Marketing Analytics requirement.

We can create exciting and more meaningful reports using DAX in Power BI.

Time Intelligence functions (using DAX) are very important in Power BI to analyse Revenue /Profit etc for different organizations.

Today we are going to create a report to analyse Profit Month to Date (MTD), Quarter To Date (QTD) & Year To Date (YTD). We will notice how Category and Geometrical regions affects our calculations (w.r.t. MTD, QTD, YTD).

First, lets upload our Sample Superstore data set (in excel format).

Our Order file is uploaded in Power BI Desktop.

Now create a running Calendar using DAX (I have explained it in my training how to create Running Calendar):


Create Relationship between both tables:    

Lets start exploring Time Intelligence functions


Analyzise Profit month wise with respect to Start of mont for every year:


Same add Year To Date  and do little formatting using format option:

Using conditional formatting we can add bars and using bars for formatting we can easily identify ups and downs in profit for all functions i.e. MTD, QTD and YTD.

Create a custom visual (Bullet chart) to analyse profit and target profit with respect to category:

Now lets create a Map using Geographical hierarchy for country State and city:


Create a Line chart for Profit with respect to Sub categories:

Now we have created different visualizations, lets create a report on combining all visualizations on single page:

Here we are analysing Month To Date (MTD), Quarter To Date (QTD) and Year To Date (YTD) Profit according to category, sub category, and geographical region.

Explore Interactions of different visuals for Category ( Technology)


Select wallpaper to set in background for report:

We have created a meaningful report using DAX, I will explain more DAX functions in my training sessions such as how to calculate cumulative Totals, Running total, Date Difference, and how to use Logical Functions , Statistical functions, Filter functions etc.

Remember to Susbscribe the YouTube Video Above , If you don't want to miss any new free learning.


There are no entries yet.
Please enter the code
* Required fields

Subscribe to Our YouTube Channel To recieve updates on Free Learning



Visit Our Website to View the Upcoming Training Schedule

Looking for Corporate Training ? Reach out to us at

Reach out to us if you are looking for Corporate Training to Build The Next Generation Analytical Workforce with an in-depth understanding of  Exploratory Data Analysis , Data Visualisation, Data Analytics , AI First , Machine Learning & Deep Learning Training & Consulting helping them to take Data Informed Decision at each stage of the business. 

We understand that At the present times , the Entire Industry is in a Tranformation stage with the Softwares  being rebuilt with Artificial Intelligence Capabilities .

We need SMART WORKFORCE for the SMART SOFTWARES to reap the maximum return . 


Whatsapp at +91-9953805788 or email at - if you would like to know more . 


  • Corporate Tableau Training in Gurgaon
  • Corporate Data Analytics Training in Gurgaon
  • Corporate Microsoft Power BI Training in Gurgaon
  • Corporate Microstrategy Training in Gurgaon
  • Corporate Google Data Studio Training in Gurgaon
  • Corporate Python Training in Gurgaon
  • Corporate Advance Analytics in R Programming Training in Gurgaon
  • Corporate Machine Learning Training in Gurgaon
  • Corporate Deep Learning Training in Gurgaon
  • Corporate Data Visualization Training in Gurgaon



Instrovate Technologies

Noida, Gurgaon 

Hit Your Refresh Button To Rise Higher

Subscribe to Our YouTube Channel To Receive Updates on the Latest Free Learning Video Added

Print Print | Sitemap
All rights reserved @ Instrovate Technologies

Terms Of Services    Privacy Policy    Disclaimer     Refund Policy