DAX for Power BI Part 6.3 - Calculating Running Total or To Date Values

By Andrew Gould If you'd like to help fund Wise Owl's conversion of tea and biscuits into quality training videos you can join this channel to get access to perks:    / @wiseowltutorials   Or you can click this link https://www.wiseowl.co.uk/donate?t=1 to make a donation. Thanks for watching! Download files here https://www.wiseowl.co.uk/power-bi/vi... This video explains how to use a range of DAX Time Intelligence functions to calculate running totals and to-date values in your measures. You'll learn how to use the FirstDate and LastDate functions to calculate the start and end of intervals and combine these with the DatesBetween function. You'll see how to use the StartOfYear and EndOfYear functions, as well as the DatesYTD, DatesQTD and TotalYTD functions. Finally, you'll learn how to set the year end date to a different date than December 31st for a range of time intelligence functions. Chapters 00:00 Topic list 00:55 Creating a Basic Report 03:09 Calculating First and Last Dates 06:02 Calculating a Running Total 07:27 Calculating a Year to Date Value 09:43 Calculating the Percentage of Year Total 12:06 Calculating Quarter To Date Values 15:41 The DatesYTD Function 17:32 Explaining the Difference in the Total Row 21:35 The TotalYTD Function 22:55 Setting the Year End Date 25:19 Setting the End Date for DatesYTD 26:12 Setting the End Date for TotalYTD Visit https://www.wiseowl.co.uk for more online training resources in Microsoft Excel, Microsoft Power BI, DAX, VBA, Python, Visual C#, Microsoft SQL Server, SQL Server Reporting Services SSRS, SQL Server Integration Services SSIS, Microsoft Access and more!