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DAX for filtering data up to given Year in Power BI Report: Create MaxDateKey measure in FactFinancial table using below DAX MaxDateKey = CALCULATE(MAX('Date'[DateKey]), ALLEXCEPT('Date', 'Date'[FYYear])) Revenue = CALCULATE(sum(FactFinancial[Amount] ),DimAccount[AccountType] = "Income", FILTER(DimDate, DimDate[DateKey] <= [MaxDateKey] )) All other measure like QoQ and Total Amount you apply below logic Revenue = CALCULATE(sum(FactFinancial[Amount] ),DimAccount[AccountType] = "Income", FILTER(DimDate, DimDate[FYYear] = max('Date'[FYYear]) )

From SQL to DAX: Joining Tables - SQLBI

DAX Functions for YTD and MTD: =TOTALYTD(SUM(Finance[Amount]),Time[FullDateAlternateKey]) = Current_Year_YTD =TOTALYTD(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullDateAlternateKey],-1,year)) = Last_Year_YTD =TOTALMTD(SUM(Finance[Amount]),Time[FullDateAlternateKey]) = Current_Year_MTD =TOTALMTD(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullDateAlternateKey],-1,year)) = Last_Year_MTD =CLOSINGBALANCEYEAR(SUM(Finance[Amount]),Time[FullDateAlternateKey]) = Full_Year =CLOSINGBALANCEYEAR(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullDateAlternateKey],-1,year)) = Previous_Year_Full =CLOSINGBALANCEMONTH(SUM(Finance[Amount]),Time[FullDateAlternateKey]) = Current_Month_Full =CLOSINGBALANCEMONTH(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullDateAlternateKey],-1,month)) = Previous_Month_Full =CLOSINGBALANCEMONTH(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullDateAlternateKey],-1,year)) = Last_Year_Current_Month_Full =CLOSINGBALANCEMONTH(SUM(Finance[Amount]),PARALLELPERIOD(Time[FullD...