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There are some wonderful date functions in DAX, with evocative names like TotalYtd, SamePeriodLastYear and ParallelPeriod. This blog shows how to use DAX date functions to summarise data, assuming that you have already created a calendar table.
- Creating date-based functions in DAX in SSAS Tabular
- Cumulative totals (TotalYTD, DatesYTD, etc)
- The same period in a previous month, quarter or year
- Using PARALLELPERIOD to get the whole of the last period
- Moving averages using DAX date functions
- Semi-additive measures in DAX (this blog)
Posted by Andy Brown on 08 February 2016
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Semi-additive measures in DAX
This page shows how you can use DAX measures to extract opening and closing balances from tables of data. You can try out the examples on this page by importing this file into your model, and linking the table created to the Species table and Calendar table:
The species balance table contains balances at particular dates.
Note that for the purposes of this blog, it doesn't matter what the balances are!
The problem with opening and closing balances
Nearly all DAX measures aggregate data:
What you get if you sum the balances from the species balance table.
Here's how the figure 66 for amphibians for January 2013 was reached, for example:
26 + 40 = 66, but sadly your closing monthly bank balance isn't calculated in the same way.
A partial solution - the FIRSTDATE/LASTDATE functions
The FIRSTDATE and LASTDATE functions return the first and last days in any table of dates. You could therefore use the LASTDATE function to give (for example) the closing balance for any given period:
Halfway closing balance:=CALCULATE(
Except that it doesn't often work!
The answers are a bit sparse! The problem is that for most of the balances there isn't a figure for the last day of the calendar month.
For example, for amphibians the only month for which we get a figure is July 2013, because there just happens to be a balance for this month for the final date in the month:
There is a balance for 31st July 2013 for amphibians.
A fuller answer using FIRSTNONBLANK and LASTNONBLANK
These two functions give - more usefully - the last non-blank value of a function for a range of dates:
The syntax of the LASTNONBLANK function, for example.
Here's how you could use this expression to get the closing balance for each month for each species:
That is, get the balance from the last date in the calendar table for which there are corresponding rows in the SpeciesBalance table.
If you're working a lot with opening and closing balances, investigate the ClosingBalanceYear function, and its equivalents for months and quarters (and for opening balances).