Authoring Date Intelligence Measures

With a complete date dimension table in place, date intelligence measures can be developed to support common requirements, such as year-to-date, year-over-year, and rolling history, as well as more complex, context-specific behaviors.

The date intelligence patterns described in this recipe are applicable to both standard and non-standard financial calendars, as they leverage fundamental DAX functions and the sequential date intelligence columns created earlier in this chapter.

This recipe includes examples of core year-to-date and prior year measures, as well as a more advanced dynamic prior period measure that adjusts to all grains of the date dimension.

Getting ready

To prepare for this recipe, follow these steps:

1. Complete the Preparing the Date Dimension via the Query Editor recipe in this chapter, or have a date table with the same columns as in that recipe.
2. Edit the initial part of the DatesInterim query to...