What You Need to Know Before
You Start
Starts 7 June 2025 22:35
Ends 7 June 2025
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5 hours 49 minutes
Optional upgrade avallable
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Progress at your own speed
Paid Course
Optional upgrade avallable
Overview
This course builds upon the skills learned in the first course in this series DAX Power Pivot – 10 Easy Steps for Beginners.
Syllabus
- Review of DAX Basics
- Introduction to Time Intelligence in DAX
- Creating a Calendar Table
- Year-to-Date (YTD) Calculations
- Quarter-to-Date (QTD) and Month-to-Date (MTD) Calculations
- Prior Period Comparisons
- Cumulative Totals and Moving Averages
- Rolling Time Period Calculations
- Time Intelligence for Custom Time Periods
- Advanced Scenarios and Problem Solving
- Final Project: Real-World Time Intelligence Application
- Course Recap and Further Learning
Recap of key concepts from DAX Power Pivot – 10 Easy Steps for Beginners
Quick refresher on calculated columns, measures, and implicit vs. explicit measures
Understanding the importance of time intelligence functions
Overview of common time periods: Year, Quarter, Month, Day
Steps to create a calendar table
Using the CALENDARAUTO function
Using the TOTALYTD function
Customizing YTD calculations for fiscal years
Implementing TOTALQTD and TOTALMTD functions
Analyzing sales or metrics up to the current date
Calculating previous year, quarter, and month values
Using SAMEPERIODLASTYEAR and PARALLELPERIOD functions
Computing cumulative totals over time
Creating moving averages with DATESINPERIOD
Introduction to rolling periods for KPIs
Implementing rolling average and rolling sum calculations
Custom date ranges and non-standard fiscal calendars
Handling irregular periods using DAX functions
Applying multiple time intelligence functions together
Addressing common errors and troubleshooting tips
Designing a comprehensive report with time intelligence insights
Presenting detailed comparisons and growth metrics over time
Reviewing key concepts and techniques
Resources for advanced learning and practice in DAX and Power Pivot
Taught by
Gilly Dow
Subjects
Business