Power BI · Chapter 47
DAX: Time Intelligence Patterns (YTD, YoY, Rolling, Fiscal)
MTD, YTD, YoY, rolling 30/90, semi-additive stock, and India fiscal Apr-Mar — on a real Date table.
Fictional sample data for learning. Brands belong to their owners. Numbers are made up for class.
In this chapter
- Mark a proper Date table and state calendar rules.
- Build YTD / MTD with DATESYTD / TOTALYTD patterns.
- Compare SAMEPERIODLASTYEAR vs DATEADD.
- Create rolling 30/90 windows.
- Explain semi-additive stock/balance measures.
- Handle India fiscal year April-March.