Exercise: Show total sales with the figures for the previous 2 quarters

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

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 ==> Average difficulty
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help).

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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.

In a new workbook, create a suitable data model, and from this create a pivot table showing total quantities sold by year/quarter and quadrant:

Pivot table by quarter and region

You'll need to import the tables tblCalendar, tblCentre, tblPos, tblQuadrant, tblRegion, tblStore, tblTown and tblTransaction!

 

Create two new calculated fields as follows:

Name What it calculates
Same period last year Total quantity sold for the same period in the previous year, using the SAMEPERIODLASTYEAR function.
Two quarters ago Total quantity sold for the corresponding dates two quarters ago, using DATEADD.

Show these in your pivot table:

All calculated fields in pivot table

Check back to the original pivot table in the exercise - you should satisfy yourself that the figures shown are correct.

Save this workbook as Annus horribilis, then close it down.

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