Time Intelligence functions in DAX change the filter context on the Date table of your model.
Step 0: Prepare
Before using Time Intelligence functions, you should:
- Check out the documentation at https://dax.guide/functions/time-intelligence/
- Make sure your model has a Date table that’s marked as such: https://excelwithallison.blogspot.com/2020/04/dimdate-what-why-and-how.html
- Have a basic understanding of the CALCULATE function – it’s crucial to this solution
Read on for a four-step process covering how to apply a time intelligence function like
DATESYTD() in DAX.