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AndySmith
Helper II
Helper II

Tabular Editor Script - Time Intelligence - Financial YTD

 

Hi - I have the below very useful code taken from Havens consulting. Was wondering if anyone had used this but with a financial YTD instead of calendar YTD? Our FY ends in June. 

/*
 * Generate time intelligence measures based
 *
 * Modified by: Reid Havens, https://havensconsulting.net 
 * Original Author(s): Benoit Fedit, https://datakuity.com 
 * Original Author(s): Bernat Agulló, www.esbrina-ba.com/blog 
 *
 */

// Creates popup promots to select the calendar table, and date column, to then dynamically update the scripts below
var CalendarTable = SelectTable(label: "Select your calendar table");
if(CalendarTable == null) return;

var CalendarTableDateColumn = SelectColumn(CalendarTable.Columns, label: "Select the date key column");
if(CalendarTableDateColumn == null) return;
string CalendarTableName = CalendarTable.Name;
string CalendarTableDateColumnName = CalendarTableDateColumn.Name;

// For each selected measure create YTY, PY, PY YTD, YOY, YOY% measures
foreach(var m in Selected.Measures) {
    
    // YTD
    m.Table.AddMeasure(
    m.Name + " YTD",                                       // Name
    "\r\n" +                                               // Carriage Return
    "CALCULATE(" + 
    "\r\n" +                                               // Carriage Return
    "   " + m.DaxObjectName + "," +
    "\r\n" +                                               // Carriage Return
    "   DATESYTD( '" + CalendarTableName + "'[" + CalendarTableDateColumnName + "] )" +
    "\r\n" +                                               // Carriage Return
    ")",
    ".Time Intelligence\\" +  m.Name     // Display Folder
    );
    

Hi 

1 REPLY 1
v-yangliu-msft
Community Support
Community Support

Hi  @AndySmith ,

 

This is the related document, you can view this content:

blog.enterprisedna.co

DAX Formulas for Fiscal Year, Fiscal Quarter and M... - Microsoft Fabric Community

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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