Dax Function: ENDOFYEAR
Category: Time Intelligence Functions
The ENDOFYEAR function is a DAX (Data Analysis Expressions) time intelligence function in Power BI. It returns the last date of the year in the current filter context. This function is essential for year-end analysis, financial reporting, and summarizing annual performance metrics.
Purpose of the Function
The ENDOFYEAR function is designed to simplify the calculation of metrics or aggregations based on the last day of a year. It helps ensure consistency in annual reporting by consistently referencing the same year-end date.
Type of Calculations
- Year-End Metrics: Aggregate data or calculate key metrics based on the final date of the year.
- Trend Analysis: Compare metrics across multiple years using consistent year-end dates.
- Year-End Filtering: Extract or filter data specific to the last day of each year.
Practical Use Cases
- Financial Reporting: Calculate metrics like closing balances, total revenue, or profit at the end of each year.
- Performance Snapshots: Generate annual snapshots of data for dashboards or visualizations.
- Time-Based Comparisons: Facilitate comparisons between year-end metrics across different periods.
ENDOFYEAR(<dates>[, <year_end_date>])
| Parameter | Type | Description |
|---|---|---|
dates | Column | A column containing date values, typically from a date table. |
year_end_date | Scalar | (Optional) A string in the format "MM/DD" defining the fiscal year-end date. Defaults to 12/31. |
How Does ENDOFYEAR Dax Function Works?
- Evaluate Filter Context: The function considers the filter context of the
datescolumn. - Identify Year-End Date: Based on the calendar or fiscal year, it determines the final date of the year.
- Return Result: Outputs the determined year-end date.
For example:
- If the input column contains dates in 2025 and the
year_end_dateis left blank, the function will return December 31, 2025.
What Does It Return?
The function returns a single date value that represents the last date of the year based on the specified year_end_date (defaulting to December 31 if not provided).
When Should We Use It?
- When calculating key performance indicators (KPIs) at the end of a year.
- For fiscal year analysis, especially when the fiscal year does not end on December 31.
- In creating custom year-end time intelligence measures for dashboards and reports.
Examples
Basic Usage
Last Date of Year = ENDOFYEAR(Dates[Date])
This returns December 31 of the current year based on the filter context.
Year-End Total Sales:
Total Revenue at Year End = CALCULATE(
SUM(Sales[Revenue]),
ENDOFYEAR(Dates[Date])
)
Calculates total revenue for the last day of each year.
Advanced Usage
Fiscal Year End Total = CALCULATE(
SUM(Sales[Revenue]),
ENDOFYEAR(Dates[Date], "06/30")
)
Calculates total revenue for a fiscal year ending on June 30.
Tips and Tricks
- Define Fiscal Year-End Dates: Use the
year_end_dateparameter to customize the year-end for non-standard fiscal calendars. - Combine with CALCULATE: To filter and aggregate data for year-end metrics, wrap
ENDOFYEARwithinCALCULATE. - Ensure a Continuous Date Table: The function requires a complete and contiguous date table to work correctly.
Pitfalls:
- Incomplete or sparse date tables may lead to incorrect or missing results.
- The default behavior may not align with fiscal year requirements unless explicitly defined.
Performance Impact of ENDOFYEAR DAX Function:
- For large datasets, optimize the date table to ensure smooth performance.
- Minimize filter context complexity when using
ENDOFYEARin conjunction with aggregation functions likeSUMorCOUNT.
Related Functions You Might Need
STARTOFYEAR: Returns the first date of the year.ENDOFMONTH: Returns the last date of the current month.DATESYTD: Returns a range of dates from the beginning of the year to the current filter context.DATEADD: Shifts dates by a specified interval for advanced time intelligence.
Want to Learn More?
For more information, check out the official Microsoft documentation for ENDOFYEAR. You can also experiment with this function in your Power BI reports to explore its capabilities.
Unlock the full capabilities of Power BI and elevate your data insights with our specialized consulting services. Whether you need guidance on advanced DAX functions like those highlighted here, support in designing interactive dashboards, or expertise in optimizing data models for enhanced performance, our experienced Power BI consultants are equipped to deliver customized solutions for your business. Explore our Power BI Consulting Services page to discover how we can help your organization make smarter, data-driven decisions.
It returns the last date of the year based on the filter context in a date column.
Yes, by specifying a custom fiscal year-end date using the year_end_date parameter.
The function may return incorrect results or BLANK if the date table lacks continuity.
ENDOFYEAR returns a single date, while DATESYTD returns a range of dates from the start of the year to the current date.
Yes, it is commonly used with functions like CALCULATE, SUM, and DATEADD for advanced calculations.
Established in 2020, Lets Viz Technologies provides a full range of high-quality data analysis and data visualization services. We are also an authorized Zoho Partner.
Sitelinks
