DAX Measures – Profit and Loss Standard Period Data Model

Modified on Wed, 29 Jul at 8:12 PM

Measure Summary

This reference lists the visible DAX measures included in the prepared QQube Profit and Loss Standard Period examples for Power BI and Excel Power Pivot. The measures support actual, budget, percent-of-sales, monthly, quarterly, yearly, year-to-date, and comparison analysis across three financial years.

Data Model

Profit and Loss Monthly Period

Reference Type

DAX measure reference

Visible Measures

452

Display Folders

4

Measure Names

Names are shown exactly as they appear in the model. Hidden measures are not included. Repeating period, quarter, and year measures are summarized by range.

Three-year financial statement measures

The prepared model contains 36 monthly periods, 12 quarters, and three financial years.

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.

Comparison Measures

Actual and budget comparisons across current, prior, and previous-year months, quarters, and year-to-date periods, including percentage differences.

Measure Name
± Compare Actual - Current Month vs Previous Year Month
± Compare Actual - Current Month vs Previous Year Month %
± Compare Actual - Current Quarter vs Previous Year Quarter
± Compare Actual - Current Quarter vs Previous Year Quarter %
± 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 Budget - Current Month vs Previous Year Month
± Compare Budget - Current Month vs Previous Year Month %
± Compare Budget - Current Quarter vs Previous Year Quarter
± Compare Budget - Current Quarter vs Previous Year Quarter %
± Compare Budget - Current Year-to-Last Month vs Previous Year-to-Last Month
± Compare Budget - Current Year-to-Last Month vs Previous Year-to-Last Month %
± Compare Budget - Current YTD vs Previous YTD
± Compare Budget - Current YTD vs Previous YTD %
± Compare Budget - Last Month vs Previous Year Last Month
± Compare Budget - Last Month vs Previous Year Last Month %
± Compare Budget - Last Quarter vs Previous Year Last Quarter
± Compare Budget - Last Quarter vs Previous Year Last Quarter %
± Compare Current Month Actual vs Budget
± Compare Current Month Actual vs Budget %
± Compare Current Quarter Actual vs Budget
± Compare Current Quarter Actual vs Budget %
± Compare Current Year-to-Last Month Actual vs Budget
± Compare Current Year-to-Last Month Actual vs Budget %
± Compare Current YTD Actual vs Budget
± Compare Current YTD Actual vs Budget %
± Compare Last Month Actual vs Budget
± Compare Last Month Actual vs Budget %
± Compare Last Quarter Actual vs Budget
± Compare Last Quarter Actual vs Budget %
± Compare Previous Year Last Month Actual vs Budget
± Compare Previous Year Last Month Actual vs Budget %
± Compare Previous Year Last Quarter Actual vs Budget
± Compare Previous Year Last Quarter Actual vs Budget %
± Compare Previous Year Month Actual vs Budget
± Compare Previous Year Month Actual vs Budget %
± Compare Previous Year Quarter Actual vs Budget
± Compare Previous Year Quarter Actual vs Budget %
± Compare Previous Year-to-Last Month Actual vs Budget
± Compare Previous Year-to-Last Month Actual vs Budget %
± Compare Previous YTD Actual vs Budget
± Compare Previous YTD Actual vs Budget %

Back to Measure Folders

Period/Month Measures

Current-month and last-month measures are listed by exact name. The repeating Period 01-36 actual, budget, percent-of-sales, and year-to-date measures are summarized by classification.

Measure Name or Classification
± Current Month Actuals
± Current Month Actuals % Sales
± Current Month Budget
± Current Month Budget % Sales
± Last Month Actuals
± Last Month Actuals % Sales
± Last Month Budget
± Last Month Budget % Sales
Periods 01-36 Actuals
Periods 01-36 Actuals % Sales
Periods 01-36 Budget
Periods 01-36 Budget % Sales
Periods 01-36 YTD Actuals
Periods 01-36 YTD Actuals % Sales
Periods 01-36 YTD Budget
Periods 01-36 YTD Budget % Sales

Back to Measure Folders

Quarter Measures

Current-quarter, last-quarter, and previous-year-quarter measures are listed by exact name. The repeating Quarter 01-12 measures are summarized by classification.

Measure Name or Classification
± Current Quarter Actuals
± Current Quarter Actuals % Sales
± Current Quarter Budget
± Current Quarter Budget % Sales
± Last Quarter Actuals
± Last Quarter Actuals % Sales
± Last Quarter Budget
± Last Quarter Budget % Sales
± Previous Year Quarter Actuals
± Previous Year Quarter Actuals % Sales
± Previous Year Quarter Budget
± Previous Year Quarter Budget % Sales
Quarters 01-12 Actuals
Quarters 01-12 Actuals % Sales
Quarters 01-12 Budget
Quarters 01-12 Budget % Sales

Back to Measure Folders

Year Measures

Current-year and previous-year shortcut measures are listed by exact name. The repeating Year 01-03 measures are summarized by classification.

Measure Name or Classification
± Current Year Actuals
± Current Year Actuals % Sales
± Current Year Budget
± Current Year Budget % Sales
± Current Year-to-Last Month Actuals
± Current Year-to-Last Month Actuals % Sales
± Current Year-to-Last Month Budget
± Current Year-to-Last Month Budget % Sales
± Current YTD Actuals
± Current YTD Actuals % Sales
± Current YTD Budget
± Current YTD Budget % Sales
± Previous Year Actuals
± Previous Year Actuals % Sales
± Previous Year Budget
± Previous Year Budget % Sales
± Previous Year Last Month Actuals
± Previous Year Last Month Actuals % Sales
± Previous Year Last Month Budget
± Previous Year Last Month Budget % Sales
± Previous Year Last Quarter Actuals
± Previous Year Last Quarter Actuals % Sales
± Previous Year Last Quarter Budget
± Previous Year Last Quarter Budget % Sales
± Previous Year Month Actuals
± Previous Year Month Actuals % Sales
± Previous Year Month Budget
± Previous Year Month Budget % Sales
± Previous Year-to-Last Month Actuals
± Previous Year-to-Last Month Actuals % Sales
± Previous Year-to-Last Month Budget
± Previous Year-to-Last Month Budget % Sales
± Previous YTD Actuals
± Previous YTD Actuals % Sales
± Previous YTD Budget
± Previous YTD Budget % Sales
Years 01-03 Actuals
Years 01-03 Actuals % Sales
Years 01-03 Budget
Years 01-03 Budget % Sales

Back to Measure Folders

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article