DAX Power Pivot Time Intelligence - 10 Easy Steps

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
Recap of key concepts from DAX Power Pivot – 10 Easy Steps for Beginners
Quick refresher on calculated columns, measures, and implicit vs. explicit measures
• Introduction to Time Intelligence in DAX
Understanding the importance of time intelligence functions
Overview of common time periods: Year, Quarter, Month, Day
• Creating a Calendar Table
Steps to create a calendar table
Using the CALENDARAUTO function
• Year-to-Date (YTD) Calculations
Using the TOTALYTD function
Customizing YTD calculations for fiscal years
• Quarter-to-Date (QTD) and Month-to-Date (MTD) Calculations
Implementing TOTALQTD and TOTALMTD functions
Analyzing sales or metrics up to the current date
• Prior Period Comparisons
Calculating previous year, quarter, and month values
Using SAMEPERIODLASTYEAR and PARALLELPERIOD functions
• Cumulative Totals and Moving Averages
Computing cumulative totals over time
Creating moving averages with DATESINPERIOD
• Rolling Time Period Calculations
Introduction to rolling periods for KPIs
Implementing rolling average and rolling sum calculations
• Time Intelligence for Custom Time Periods
Custom date ranges and non-standard fiscal calendars
Handling irregular periods using DAX functions
• Advanced Scenarios and Problem Solving
Applying multiple time intelligence functions together
Addressing common errors and troubleshooting tips
• Final Project: Real-World Time Intelligence Application
Designing a comprehensive report with time intelligence insights
Presenting detailed comparisons and growth metrics over time
• Course Recap and Further Learning
Reviewing key concepts and techniques
Resources for advanced learning and practice in DAX and Power Pivot

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Taught by

Gilly Dow

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Subjects

Business