DAX Measures – Profit and Loss Detail Data Model

Modified on Wed, 29 Jul at 3:04 AM

Measure Summary

This reference lists the DAX measures included in the prepared QQube Profit and Loss Detail examples for Power BI and Excel Power Pivot. The measures support actual, budget, forecast, foreign-currency, period comparison, percent-of-sales, and trailing-twelve-month analysis.

Data Model

Profit and Loss Detail

Reference Type

DAX measure reference

Visible Measures

91

Display Folders

8

Measure Names

Names are shown exactly as they appear in the model. Hidden measures are not included.

4 measures are not assigned to a display folder.

These measures support company-specific slicer filtering in Power BI. Excel Power Pivot handles company filtering automatically.

DAX formulas and methodology

For the calculation methods and supporting patterns used in QQube, see DAX Methods Used in PowerPivot and Power BI.

Measure Sections

The measures are grouped below according to their placement in Power BI and Excel Power Pivot.

Measures Without a Display Folder

These Power BI support measures filter Account, Class, Job, and Source Name slicers by the selected company. Excel Power Pivot handles company filtering automatically.

Measure Name
Account Slicer: Company Filter
Class Slicer: Company Filter
Job Slicer: Company Filter
Source Name Slicer: Company Filter

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Antecedent Measures

Actual and budget measures for recently completed months, quarters, and weeks, including period-to-date comparisons.

Measure Name
Last Month Actual
Last Month Budget
Last Month-to-Date Actual
Last Month-to-Date Budget
Last Quarter Actual
Last Quarter Budget
Last Quarter-to-Date Actual
Last Quarter-to-Date Budget
Last Week Actual
Last Week Budget
Last Week-to-Date Actual
Last Week-to-Date Budget

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Calendar Pattern Measures

Profit and Loss actual, budget, forecast, foreign-currency, exchange-rate, and trailing-twelve-month measures by week, month, quarter, and year.

Measure Name
Profit and Loss by Month Actual
Profit and Loss by Month Budget
Profit and Loss by Month Forecast
Profit and Loss By Month Foreign
Profit and Loss by Quarter Actual
Profit and Loss by Quarter Budget
Profit and Loss by Quarter Forecast
Profit and Loss by Quarter Foreign
Profit and Loss by Week Actual
Profit and Loss by Week Budget
Profit and Loss by Week Forecast
Profit and Loss by Week Foreign
Profit and Loss by Year Actual
Profit and Loss by Year Budget
Profit and Loss by Year Forecast
Profit and Loss by Year Foreign
Profit and Loss Exchange Rate by Month
Profit and Loss Exchange Rate by Quarter
Profit and Loss Exchange Rate by Week
Profit and Loss Exchange Rate by Year
Profit and Loss Trailing Twelve Months

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Comparison Measures

Current actual-versus-budget and actual-versus-previous comparisons for month-to-date and year-to-date reporting.

Measure Name
Compare MTD Current Actual vs Budget
Compare MTD Current Actual vs Budget %
Compare YTD Current Actual vs Budget
Compare YTD Current Actual vs Budget %
Compare YTD Current Actual vs Previous
Compare YTD Current Actual vs Previous %

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Current Measures

Current week, month, quarter, and year actual and budget measures, including selected percent-of-sales calculations.

Measure Name
Current Month Actual
Current Month Actual % Sales
Current Month Budget
Current Month Budget % Sales
Current Month-to-Date Actual
Current Month-to-Date Actual % Sales
Current Month-to-Date Budget
Current Month-to-Date Budget % Sales
Current Quarter Actual
Current Quarter Budget
Current Quarter-to-Date Actual
Current Quarter-to-Date Budget
Current Week Actual
Current Week Budget
Current Week-to-Date Actual
Current Week-to-Date Budget
Current Year Actual
Current Year Budget
Current Year-to-Date Actual
Current Year-to-Date Actual % Sales
Current Year-to-Date Budget
Current Year-to-Date Budget % Sales
Current Year-to-Last Month Actual
Current Year-to-Last Month Budget

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Previous Year Measures

Previous-year actual and budget measures for comparable months, quarters, and year-to-date periods.

Measure Name
Previous Year Actual
Previous Year Budget
Previous Year Last Month Actual
Previous Year Last Month Budget
Previous Year Last Quarter Actual
Previous Year Last Quarter Budget
Previous Year Month Actual
Previous Year Month Budget
Previous Year Month-to-Date Actual
Previous Year Month-to-Date Budget
Previous Year Quarter Actual
Previous Year Quarter Budget
Previous Year Quarter-to-Date Actual
Previous Year Quarter-to-Date Budget
Previous Year-to-Date Actual
Previous Year-to-Date Budget
Previous Year-to-Last Month Actual
Previous Year-to-Last Month Budget

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Today Measures

Actual and budget values for today.

Measure Name
Today Actual
Today Budget

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Tomorrow Measures

Actual and budget values for tomorrow.

Measure Name
Tomorrow Actual
Tomorrow Budget

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Yesterday Measures

Actual and budget values for yesterday.

Measure Name
Yesterday Actual
Yesterday Budget

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