Time Intelligence allows you to analyze performance over time.

A proper Calendar/Date table is important for reliable time-based analysis.

YTD — Year to Date

YTD calculates the cumulative value from the beginning of the year through the current date.

Example

Sales YTD :=

TOTALYTD(

    [Total Sales],

    Calendar[Date]

)

MTD — Month to Date

Calculates the cumulative value from the beginning of the current month.

Sales MTD :=

TOTALMTD(

    [Total Sales],

    Calendar[Date]

)

Previous Year Analysis

Calculate sales for the corresponding period in the previous year:

Sales Previous Year :=

CALCULATE(

    [Total Sales],

    SAMEPERIODLASTYEAR(Calendar[Date])

)

Year-over-Year Comparison

YoY Growth :=

[Total Sales] – [Sales Previous Year]

Percentage growth:

YoY Growth % :=

DIVIDE(

    [Total Sales] – [Sales Previous Year],

    [Sales Previous Year]

)

Practice

Create a PivotTable showing:

  • Total Sales
  • Sales YTD
  • Sales MTD
  • Previous Year Sales
  • YoY Growth %
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