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The stack is SQL relational tables into SQL 2014 Tabular consumed by Excel 2010.

The Tabular model grain is one row per purchase order (PO) line item. Each row has a dollar value (item cost$) which is used for a sum measure (total cost$).

A Time Intelligence Date table is related so the sum of total costs$ for a year can be determined for example.

How best to implement a month to date aggregate? Should a DAX query against the model calculate the MTD on the fly as I pull the data in Excel? Or is there a way to implement directly into the model at the PO line item grain?

DingoCC
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I personally would stick a calculated measure in the model itself using TOTALMTD() - you could always just use SQL and do it in the back end though. Calculated measures are generally pretty efficient - your model would have to be huge before you start seeing performance issues with them so I wouldn't worry too much

Shaun Parker
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