Date-based calculations and YTD/MTD patterns.
4 tutorials in this category
Time intelligence is one of the most common — and most error-prone — areas of DAX. This guide covers TOTALYTD, TOTALQTD, TOTALMTD, DATEADD, and SAMEPERIODLASTYEAR, the calendar table requirements that make them work, and the five mistakes that produce wrong year-to-date numbers.
Year-over-year comparison is the most common business question in reporting. SAMEPERIODLASTYEAR is the simplest function for it, but it's just the start. This guide covers YoY, MoM, QoQ, and the custom comparison patterns for fiscal calendars and non-standard periods.
Daily data is noisy — a slow Tuesday followed by a spike Wednesday. Rolling averages and moving sums reveal the trend underneath. This guide covers the 7-day rolling average, the 30-day moving sum, and the pattern for any custom rolling window using DAX window functions.
Time intelligence is 80% of business reporting. Learn the calendar table setup, YTD/QTD/MTD functions, year-over-year comparison, and the rolling-average pattern every analyst needs.