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Lesson54/59
Exam taskExam-style task: time intelligence

PL-300 practice 3: year to date

New functionsTOTALYTD
StatusNot started

The 2025 sales report shows units by month. Add a column with the units sold year to date, so the December row shows the year’s total.

The model has a marked date table, Date, related to Sales on the order date.

Your task

Create Units YTD: the units sold (Sales[Quantity]) from 1 January to the end of each month.

*1*1*1*1SALEST1 · 420 ROWSSalesKeyNUMOrder DateDATEShip DateDATEProductKeyNUMCustomerKeyNUMQuantityNUMUnit PriceNUMPRODUCTT2 · 8 ROWSProductKeyNUMProductTEXTCategoryTEXTColorTEXTList PriceNUMStandard CostNUMCUSTOMERT3 · 10 ROWSCustomerKeyNUMCustomerTEXTCountryTEXTSegmentTEXTDATET4 · 731 ROWSDateDATEYearNUMQuarterTEXTMonthTEXTMonth NumberNUMNOTES1Filters flow from 1 to *, alongthe arrow: Product filters Sales.2Select a column or a measureto insert it at the cursor.3Measures in this model:[Sales Amount]Key columnFact tableSALES MODEL · STAR SCHEMASHEET 1 OF 1

About this exercise

You practise exam-style task: time intelligence with TOTALYTD. The exercise runs on a small bike-shop model with a Sales fact table and Product, Customer and Date dimensions, the same star schema in every lesson.

Your measure, Units YTD, fills a Power BI-style matrix grouped by Date[Month]. As in a real report, each cell evaluates the measure in its own filter context, and the subtotals and the grand total are evaluated again in theirs rather than added up. When you check your answer, every cell is compared with the expected value, wrong cells are marked, and the hint is about the mistake you made.

Measures that already exist in the model: Sales Amount. Reference them in square brackets, for example [Sales Amount].

Where you start

Units YTD =

The result to build

Slicer: Year is 2025

Expected result for Units YTD
MonthUnits YTD
Jan38
Feb84
Mar162
Apr192
May262
Jun317
Jul367
Aug450
Sep522
Oct585
Nov662
Dec718
Total718

Last updated 10 November 2026

Opening the exercise…