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DAX Patterns: Custom time-related calculations

These are in-depth video lectures of the Custom time-related calculations pattern.

This pattern shows how to compute time-related calculations like year-to-date, same period last year, and percentage growth using a custom calendar. This pattern does not rely on DAX built-in time intelligence functions and can be used in those cases where a calendar does not satisfy the requirements for standard DAX time-intelligence functions, like when a fiscal year starts on a month other than January, April, July, or October.

To make sure your requirements need a custom time-related calculations pattern and cannot be implemented using another simpler pattern, check the Time-related calculations introduction to figure out what is the right pattern for your scenario.

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  • Custom time-related calculations

    • About the Custom time-related calculations pattern
    • Introduction
    • Building a Date table
    • Computing period-to-date totals
    • Computing period-over-period growth
    • Computing period-to-date growth
    • Comparing period-to-date with a previous full period
    • Using moving annual total calculations
    • Moving averages

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Student Reviews (5)
  • Genadiy Tsvetkov (Dec 22, 2023)

    Very very very complex subject. Very well elaborated and conceptualized.

  • carlos barboza (Mar 8, 2021)

    mindblowing formulas! loved it and learned a lot ! molto grazie Marco

  • carlos barboza (Mar 8, 2021)

    mindblowing formulas! loved it and learned a lot ! molto grazie Marco

  • carlos barboza (Mar 8, 2021)

    mindblowing formulas! loved it and learned a lot ! molto grazie Marco !!!!

  • Mark Walter (Aug 18, 2020)

    Excellent and compressive series covering different custom time scenarios. I always learn something new from Marco and Alberto that applies directly to my job.