DAX Patterns: Month-related calculations

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

This pattern describes how to compute month-related calculations such as year-to-date, same period last year, and percentage growth using a month granularity. This pattern does not rely on DAX built-in time intelligence functions.

You can use the Month-related calculations pattern if the analysis over sales is executed at the month level (or above) only. In other words, the formulas stop working if you drill down to the date level. Because the pattern does not use real dates to link to sales, you can also implement fiscal calendars with 13 months and any non-standard time-related calculation – provided that the maximum level of detail of the reports is the month and not weeks or days.

In case your requirements cannot be fulfilled by month-related calculations at the month granularity, then you should use another pattern. Check the Time-related calculations introduction to figure out what is the right pattern for your scenario.

Students have access to a private discussion area where they can interact with the instructors asking questions related to the lectures and the exercises.


  • Month-related calculations

    • About the Month-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
    • Managing years with more than 12 months


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DAX Patterns collection

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Student Rating
6 ratings
Student Reviews (3)
  • Carlos Barboza (Feb 20, 2021)

    Excellent course for those who need implement custom calendars. For example, for our accounting fellas who sometime recur to 13 months period evaluations.

  • Richard White (Dec 21, 2020)

    Great video

  • Refa Abay (Oct 24, 2020)

    Everything explained so comprehensively that I would like to thank you once again. Extremely practical.