Time Intelligence

What You'll Learn

• Calculate Year-to-Date (YTD)
• Compare with last year
• Calculate growth percentages

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What is Time Intelligence?

Time Intelligence = calculations based on dates.

Examples:

• "Sales this year so far" (YTD)
• "Sales same month last year"
• "Growth vs last year"

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Important: You Need a Date Table!

Before using time intelligence, you need a Date Table.

Calendar = CALENDAR(DATE(2020,1,1), DATE(2025,12,31))

Then: Right-click table → Mark as Date Table

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YTD, MTD, QTD Functions

Example:

YTD Sales = TOTALYTD(SUM(Sales[Amount]), Calendar[Date])

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Compare with Last Year

Use SAMEPERIODLASTYEAR to get last year's value:

Last Year Sales =
CALCULATE(
    [Total Sales],
    SAMEPERIODLASTYEAR(Calendar[Date])
)

Result: March 2024 → Shows March 2023 value

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Calculate Growth %

YoY Growth =
DIVIDE(
    [Total Sales] - [Last Year Sales],
    [Last Year Sales]
)

Format as percentage in the visual!

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Quick Reference

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Try This

1. Create a Date Table
2. Create measure: YTD Sales = TOTALYTD([Total Sales], Calendar[Date])
3. Create measure: LY Sales = CALCULATE([Total Sales], SAMEPERIODLASTYEAR(Calendar[Date]))
4. Create measure: Growth = DIVIDE([Total Sales] - [LY Sales], [LY Sales])
5. Add to cards and test!

Tip: Time intelligence is super powerful for business reporting. Master these 3 patterns first!