Exercise: Show year-to-date and quarter-to-date figures

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The answer to the exercise will be included and explained if you attend the Wise Owl course listed below!

Category ==> Power BI - Excel 2013  (25 exercises)
Topic ==> Date functions  (3 exercises)
Level ==> Relatively easy
Course ==> PowerPivot / Excel Power BI
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If you haven't already done so, run the SQL script in the above folder (copying and commercial use prohibited) to generate a database called MAM.  Also if you haven't already done so, run the spCreateCalendarTable stored procedure to create a calendar table.

Use the TOTALQTD and TOTALYTD functions to create quarter-to-date and year-to-date figures for the total quantity of items sold:

Quarter and year to date figures

You'll need to import the tblPos, tblTransaction and tblCalendar tables (also, don't forget to create a relationship between the calendar table and the point-of-sale one).

 

Save this workbooks as Drawn and quartered, then close it down.

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