DAX time-intelligence measures from a date table

Time-intelligence measures compare a base measure across periods: year-to-date, prior year, and year-on-year. They need a marked date table and a single base measure. BI Workbench builds those measures so they can be pasted into the model.

What has to exist first

The date table must be marked. The base measure must already return the value you want to shift in time, usually a simple SUM or a measure the report already uses.

If prior year is missing, a year-on-year percentage has nothing to divide by. Workbench will include a prior-year measure when you have not selected one.

What I ship

I ship a small set: the base, year-to-date, prior year, and year-on-year. Extra variants only go in when a stakeholder has a named decision that needs them.

Names stay consistent with the base measure so the report author can find them. The DAX stays in the model, not in a visual-level measure.

What BI Workbench does

You point it at a date table and a base measure. It builds ready-to-paste DAX for the usual time-intelligence set.

The tool is the same one I use when a model has a calendar and a sales measure, and the report still has no YTD.