Authoring date intelligence metrics across granularities
With a complete date dimension table in place, 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
- Plan for a standard measure naming convention to identify the date intelligence logic, such as
Sales (PYTD):- Symbol characters, such as currency ($) or percentage (%), can also help users browse the measures
- Document the types of date intelligence measures to be implemented and...
