DAX Measures – Profit and Loss by Class Flexible Period Data Model

Modified on Wed, 29 Jul at 5:02 AM

Measure Summary

This reference lists the visible DAX measures included in the prepared QQube Profit and Loss by Class Flexible Period examples for Power BI and Excel Power Pivot. The measures support actual, budget, forecast, foreign-currency, percent-of-sales, comparison, and class-based analysis across dynamic reporting periods.

Data Model

Profit and Loss by Class Flexible Period

Reference Type

DAX measure reference

Visible Measures

229

Display Folders

8

Measure Names

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

2 measures are not assigned to a display folder.

The Account and Class company-filter measures support company-specific slicer selections 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 Folders

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

Measures Without a Display Folder

Power BI support measures used to filter the Account and Class slicers by the selected company. Excel Power Pivot handles company filtering automatically.

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

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Antecedent Measures

Actual, budget, forecast, foreign-currency, and percent-of-sales calculations for recently completed reporting periods.

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

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Calendar Pattern Measures

Flexible-period Profit and Loss measures for calendar-based analysis, including trailing periods and year-to-date calculations.

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 Trailing Twelve Months
Sales by Month Actual
Sales by Month Budget
Sales by Month Forecast
Sales by Month Foreign

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Comparison Measures

Actual-versus-budget, actual-versus-forecast, and current-versus-previous-period comparisons, including percent and percent-of-sales calculations.

Measure Name
Compare Actual - Current Month vs Previous Year Month
Compare Actual - Current Month vs Previous Year Month %
Compare Actual - Current MTD vs Previous Year MTD
Compare Actual - Current MTD vs. Previous Year MTD %
Compare Actual - Current QTD vs Last QTD
Compare Actual - Current QTD vs Last QTD %
Compare Actual - Current QTD vs Previous Year QTD
Compare Actual - Current QTD vs Previous Year QTD %
Compare Actual - Current Quarter vs Previous Year Quarter
Compare Actual - Current Quarter vs Previous Year Quarter %
Compare Actual - Current WTD vs Last WTD
Compare Actual - Current WTD vs Last WTD %
Compare Actual - Current Year-to-Last Month vs Previous Year-to-Last Month
Compare Actual - Current Year-to-Last Month vs Previous Year-to-Last Month %
Compare Actual - Current YTD vs Previous YTD
Compare Actual - Current YTD vs Previous YTD %
Compare Actual - Last Month vs Previous Year Last Month
Compare Actual - Last Month vs Previous Year Last Month %
Compare Actual - Last Quarter vs Previous Year Last Quarter
Compare Actual - Last Quarter vs Previous Year Last Quarter %
Compare MTD Current Actual vs Budget
Compare MTD Current Actual vs Budget %
Compare MTD Current Actual vs Forecast
Compare MTD Current Actual vs Forecast %
Compare MTD Current Actual vs Previous
Compare MTD Current Actual vs Previous %
Compare QTD Current Actual vs Budget
Compare QTD Current Actual vs Budget %
Compare QTD Current Actual vs Forecast
Compare QTD Current Actual vs Forecast %
Compare QTD Current Actual vs Previous
Compare QTD Current Actual vs Previous %
Compare Year-to-Last Month Current Actual vs Budget
Compare Year-to-Last Month Current Actual vs Budget %
Compare Year-to-Last Month Current Actual vs Forecast
Compare Year-to-Last Month Current Actual vs Forecast %
Compare Year-to-Last Month Current Actual vs Previous
Compare Year-to-Last Month Current Actual vs Previous %
Compare YTD Current Actual vs Budget
Compare YTD Current Actual vs Budget %
Compare YTD Current Actual vs Forecast
Compare YTD Current Actual vs Forecast %
Compare YTD Current Actual vs Previous
Compare YTD Current Actual vs Previous %

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Current Measures

Current day, week, month, quarter, and year calculations for actual, budget, forecast, foreign-currency, and percent-of-sales reporting.

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

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Previous Year Measures

Previous-year day, week, month, quarter, and year calculations for actual, budget, forecast, foreign-currency, and percent-of-sales reporting.

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

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Today Measures

Actual, budget, forecast, foreign-currency, and comparison calculations for today.

Measure Name
Today Actual
Today Actual % Sales
Today Budget
Today Budget % Sales
Today Forecast
Today Forecast % Sales

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Tomorrow Measures

Actual, budget, forecast, foreign-currency, and comparison calculations for tomorrow.

Measure Name
Tomorrow Actual
Tomorrow Actual % Sales
Tomorrow Budget
Tomorrow Budget % Sales
Tomorrow Forecast
Tomorrow Forecast % Sales

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Yesterday Measures

Actual, budget, forecast, foreign-currency, and comparison calculations for yesterday.

Measure Name
Yesterday Actual
Yesterday Actual % Sales
Yesterday Budget
Yesterday Budget % Sales
Yesterday Forecast
Yesterday Forecast % Sales

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