DAX Time Intelligence: YTD, MTD, and Custom Periods

Why Time Intelligence Matters

Every business dashboard needs time-based comparisons. DAX provides built-in functions that make this straightforward.

Essential Measures

Sales YTD = 
  TOTALYTD(
    SUM(Sales[Amount]),
    'Date'[Date]
  )

Sales YoY Growth = 
  DIVIDE(
    [Sales YTD] - [Sales YTD PY],
    [Sales YTD PY]
  )

Best Practices

Always use a proper date dimension table with contiguous dates and mark it as a date table in Power BI.