From the course: Excel Business Intelligence: Power Pivot, DAX and Data Modeling
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Time intelligence formulas - Microsoft Excel Tutorial
From the course: Excel Business Intelligence: Power Pivot, DAX and Data Modeling
Time intelligence formulas
So one of the coolest things about DAX is that they've introduced some incredibly powerful time intelligence formulas. And the thing about these formulas is that it makes it really easy and really turnkey to calculate common time comparisons. So, for example, to calculate performance to date, you can start with a CALCULATE, evaluate your measure and then use the DATESYTD function, which simply points to your calendar date field to produce a year-to-date total for that measure. Now, it's even better, is that all you need to do is swap out YTD with QTD to update that to quarter to date, or MTD for month to date. You've also got options to calculate things like the previous period, which can be flexible to adjust for any kind of period comparisons you need to make, things that would be really, really manual and tedious without having access to these tools. So for previous period you combined CALCULATE with the DATEADD function. And then at the end there, those two components of the…
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Contents
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Introduction to DAX functions27s
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DAX formula syntax and operators4m 5s
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Common DAX function categories3m 54s
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Basic math and stats functions12m 45s
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COUNT, COUNTA, DISTINCTCOUNT, and COUNTROWS10m 35s
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Logical functions (IF, AND, and OR)16m 49s
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Switch and Switch (TRUE)10m 33s
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Text functions10m 53s
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The CALCULATE function14m 39s
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Add filter context with FILTER: Part 19m 20s
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Add filter context with FILTER: Part 214m 23s
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Remove filter context with ALL9m 6s
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Join data with RELATED3m 39s
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Iterator ("X") functions: SUMX12m 20s
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Iterator ("X") functions: RANKX5m 33s
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Basic date and time functions4m 58s
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Time intelligence formulas17m 2s
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Speed and performance considerations3m 3s
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DAX best practices2m 3s
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Final section53s
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Data visualization options4m 24s
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Wrapping up47s
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