This dashboard demonstrates the use of Power BI’s time intelligence functions—DATESYTD, DATESQTD, and DATESMTD—which help analyze year-to-date, quarter-to-date, and month-to-date trends.

Concept Summary:

• DATESYTD (Year-to-Date): Calculates cumulative values from the start of the year up to the selected date.
• DATESQTD (Quarter-to-Date): Calculates cumulative values from the beginning of the quarter.
• DATESMTD (Month-to-Date): Calculates cumulative values from the start of the current month.

Get Sample Dataset Here: https://github.com/slidescope/data/blob/master/DateFunctionsDataYTD.xlsx

Dashboard Overview:

• The top tiles summarize key metrics: total sales, orders, units, and sales by period.
• Bar charts compare YTD, QTD, and MTD sales across categories and regions, highlighting performance differences over time and geography.
• A donut chart shows the contribution of different products to total sales.
• A line chart tracks the monthly trend of the total amount.
• A clustered column chart breaks down YTD sales by category and month, showing seasonal or monthly patterns.
• Filters on the right let users explore data by category, product, region, and year.

This is a practical example of how DAX time functions are used for dynamic, time-based analysis in Power BI.