Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Vote for your favorite vizzies from the Power BI Dataviz World Championship submissions. Vote now!

Reply
AndySmith
Helper III
Helper III

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
Anonymous
Not applicable

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.

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

Vote for your favorite vizzies from the Power BI World Championship submissions!

Sticker Challenge 2026 Carousel

Join our Community Sticker Challenge 2026

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

January Power BI Update Carousel

Power BI Monthly Update - January 2026

Check out the January 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.