DAX Measures – Balance Sheet Standard Period Data Model

Modified on Wed, 29 Jul at 8:15 PM

Measure Summary

This reference lists the visible DAX measures included in the prepared QQube Balance Sheet Standard Period examples for Power BI and Excel Power Pivot. The measures support actual, budget, liquidity, working-capital, monthly, quarterly, yearly, and comparison analysis across three financial years.

Data Model

Balance Sheet Monthly Period

Reference Type

DAX measure reference

Visible Measures

158

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 and quarters, 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 - 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 - 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 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 %

Back to Measure Folders

Period/Month Measures

Current, last, and previous-year month measures are listed by exact name. The repeating Period 01-36 actual and budget measures are summarized by classification.

Measure Name or Classification
≡ Current Month Actuals
≡ Current Month Budget
≡ Current Month Current Assets
≡ Current Month Current Liabilities
≡ Current Month Current Ratio
≡ Current Month Working Capital
≡ Last Month Actuals
≡ Last Month Budget
Periods 01-36 Actuals
Periods 01-36 Budget
≡ Previous Year Last Month Actuals
≡ Previous Year Last Month Budget
≡ Previous Year Month Actuals
≡ Previous Year Month Budget

Back to Measure Folders

Quarter Measures

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

Measure Name or Classification
≡ Current Quarter Actuals
≡ Current Quarter Budget
≡ Last Quarter Actuals
≡ Last Quarter Budget
≡ Previous Year Last Quarter Actuals
≡ Previous Year Last Quarter Budget
≡ Previous Year Quarter Actuals
≡ Previous Year Quarter Budget
Quarters 01-12 Actuals
Quarters 01-12 Budget

Back to Measure Folders

Year Measures

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

Measure Name or Classification
≡ Current Year Actuals
≡ Current Year Budget
≡ Previous Year Actuals
≡ Previous Year Budget
Years 01-03 Actuals
Years 01-03 Budget

Back to Measure Folders

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