Time Intelligence Functions


Time intelligence functions support calculations to compare and aggregate data over time periods, supporting days, months, quarters, and years.

In order to use any time intelligence calculation, you need a well-formed date table. The Date table must satisfy the following requirements:
  • All dates need to be present for the years required. The Date table must always start on January 1 and end on December 31, including all the days in this range. If the report only references fiscal years, then the date table must include all the dates from the first to the last day of a fiscal year. For example, if the fiscal year 2008 starts on July 1, 2007, then the Date table must include all the days from July 1, 2007 to June 30, 2008.
  • There needs to be a column with a DateTime or Date data type containing unique values. This column is usually called Date. Even though the Date column is often used to define relationships with other tables, this is not required. Still, the Date column must contain unique values and should be referenced by the Mark as Date Table feature. In case the column also contains a time part, no time should be used – for example, the time should always be 12:00 am.
  • The Date table must be marked as a date table in the model, in case the relationship between the Date table and any other table is not based on the Date.
Function Description
CLOSINGBALANCEMONTH Evaluates the specified expression for the date corresponding to the end of the current month after applying specified filters.
CLOSINGBALANCEQUARTER Evaluates the specified expression for the date corresponding to the end of the current quarter after applying specified filters.
CLOSINGBALANCEYEAR Evaluates the specified expression for the date corresponding to the end of the current year after applying specified filters.
DATEADD Moves the given set of dates by a specified interval.
DATESBETWEEN Returns the dates between two given dates.
DATESINPERIOD Returns the dates from the given period.
DATESMTD Returns a set of dates in the month up to the last date visible in the filter context.
DATESQTD Returns a set of dates in the quarter up to the last date visible in the filter context.
DATESYTD Returns a set of dates in the year up to the last date visible in the filter context.
ENDOFMONTH Returns the end of month.
ENDOFQUARTER Returns the end of quarter.
ENDOFYEAR Returns the end of year.
FIRSTDATE Returns first non blank date.
FIRSTNONBLANK Returns the first value in the column for which the expression has a non blank value.
FIRSTNONBLANKVALUE Returns the first non blank value of the expression that evaluated for the column.
LASTDATE Returns last non blank date.
LASTNONBLANK Returns the last value in the column for which the expression has a non blank value.
LASTNONBLANKVALUE Returns the last non blank value of the expression that evaluated for the column.
NEXTDAY Returns a next day.
NEXTMONTH Returns a next month.
NEXTQUARTER Returns a next quarter.
NEXTYEAR Returns a next year.
OPENINGBALANCEMONTH Evaluates the specified expression for the date corresponding to the end of the previous month after applying specified filters.
OPENINGBALANCEQUARTER Evaluates the specified expression for the date corresponding to the end of the previous quarter after applying specified filters.
OPENINGBALANCEYEAR Evaluates the specified expression for the date corresponding to the end of the previous year after applying specified filters.
PARALLELPERIOD Returns a parallel period of dates by the given set of dates and a specified interval.
PREVIOUSDAY Returns a previous day.
PREVIOUSMONTH Returns a previous month.
PREVIOUSQUARTER Returns a previous quarter.
PREVIOUSYEAR Returns a previous year.
SAMEPERIODLASTYEAR Returns a set of dates in the current selection from the previous year.
STARTOFMONTH Returns the start of month.
STARTOFQUARTER Returns the start of quarter.
STARTOFYEAR Returns the start of year.
TOTALMTD Evaluates the specified expression over the interval which begins on the first of the month and ends with the last date in the specified date column after applying specified filters.
TOTALQTD Evaluates the specified expression over the interval which begins on the first day of the quarter and ends with the last date in the specified date column after applying specified filters.
TOTALYTD Evaluates the specified expression over the interval which begins on the first day of the year and ends with the last date in the specified date column after applying specified filters.

Last update: Oct 19, 2020   » Contribute   » Show contributors

Contributors: Alberto Ferrari, Marco Russo

Context Transition

This function performs a Context Transition if called in a Row Context. Click to read more.

Row Context

This expression is executed in a Row Context. Click to read more.

Iterator

Not recommended

The use of this function is not recommended. See Remarks and Related functions for alternatives.

Not recommended

The use of this parameter is not recommended.

Deprecated

This function is deprecated. Jump to the Alternatives section to see the function to use.

Deprecated

This parameter is deprecated and its use is not recommended.

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