Dax Function: ENDOFMONTH
Category: Time Intelligence Functions
The ENDOFMONTH function is a DAX (Data Analysis Expressions) time intelligence function in Power BI. It returns the last date of the month in the current context. This function is often used to calculate month-end balances, aggregate values, or other metrics based on the last date of a given month.
Purpose of the Function
The primary purpose of the ENDOFMONTH function is to simplify the process of finding the month’s end date for a date column. It is particularly useful in scenarios where month-end reporting or calculations are required.
Type of Calculations
- Month-End Aggregations: Retrieve data or perform calculations based on the last day of a month.
- Cutoff Analysis: Determine metrics such as closing balances or month-end performance.
- Rolling Metrics: Combine with other time intelligence functions for month-end trends or comparisons.
Practical Use Cases
- Financial Reporting: Calculate month-end account balances or outstanding amounts.
- Sales Analysis: Measure sales achieved up to the last day of each month.
- Date Filtering: Filter or group data by the last day of the month for specific visualizations.
- Monthly Snapshots: Extract metrics for the last date of each month to observe trends over time.
ENDOFMONTH(<dates>)
| Parameter | Type | Description |
|---|---|---|
dates | Column | A column containing date values, typically from a date table. |
How Does ENDOFMONTH Dax Function Works?
- Evaluate Filter Context: The function identifies the date range in the current filter context.
- Find Month-End Date: It calculates the last date within the month of the specified date range.
- Return Result: The function outputs a scalar date value corresponding to the month’s end.
For example:
- If the input date column contains January 15, 2025, the function will return January 31, 2025.
What Does It Return?
The function returns a single date value, which is the last date of the month in the provided column, based on the current filter context.
When Should We Use It?
- To calculate month-end metrics such as closing balances, inventory levels, or month-end revenue.
- When creating visualizations or reports requiring only the last date of each month.
- In combination with other DAX functions for cumulative or comparative calculations.
Examples
Basic Usage
Last Date of Month = ENDOFMONTH(Dates[Date])
This returns the last date of the current month in the filter context.
Column Usage:
Total Sales at Month End = CALCULATE(
SUM(Sales[Amount]),
ENDOFMONTH(Dates[Date])
)
This calculates the total sales for the last day of each month.
Advanced Usage
Previous Month End Sales = CALCULATE(
SUM(Sales[Amount]),
ENDOFMONTH(DATEADD(Dates[Date], -1, MONTH))
)
This calculates total sales for the last date of the previous month.
Tips and Tricks
- Complete Date Table: Ensure that the
datescolumn is part of a complete date table with continuous values. - Dynamic Context: Combine with functions like
CALCULATEorFILTERfor flexible filtering scenarios. - Timezone Awareness: If time zones matter, ensure the time component of the date values is correctly aligned.
Pitfalls:
- Using an incomplete or non-continuous date table may lead to incorrect results.
- The function is limited to the filter context provided, so ensure the correct context is applied.
Performance Impact of ENDOFMONTH DAX Function:
- Use optimized and indexed date tables to enhance performance.
- Apply appropriate filtering to minimize the function’s computational load on large datasets.
Related Functions You Might Need
STARTOFMONTH: Returns the first date of the current month in the filter context.ENDOFQUARTER: Returns the last date of the current quarter.DATESBETWEEN: Allows defining custom date ranges.LASTDATE: Returns the most recent date in the current filter context.
Want to Learn More?
For more information, check out the official Microsoft documentation for ENDOFMONTH. You can also experiment with this function in your Power BI reports to explore its capabilities.
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It returns the last date of the current month in the filter context.
The function works with the provided date table; for fiscal calendars, ensure the date table aligns with your fiscal periods.
ENDOFMONTH always returns the last date of the month, while LASTDATE returns the most recent date in the filter context.
The function may produce incorrect results or return BLANK if the date column is not continuous or contains gaps.
Yes, it is commonly combined with functions like CALCULATE, SUM, and FILTER for advanced calculations.
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