Exercise: Compare useful statistics using various date functions

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  (23 exercises)
Topic ==> Date functions  (3 exercises)
Level ==> Harder than average
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).

You need a minimum screen resolution of about 700 pixels width to see our exercises. This is because they contain diagrams and tables which would not be viewable easily on a mobile phone or small laptop. Please use a larger tablet, notebook or desktop computer, or change your screen resolution settings.

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.

Create a new workbook, and within this create a data model incorporating the tblCalendar, tblPos and tblTransaction tables.

See how many of the following calculated fields you can create (here we're showing figures for 2014, using a year filter):

Lots of calculated fields

See overleaf for hints!

Here are some notes on how to create each of the 5 columns in the pivot table shown on the previous page:

Calculated field Notes
This period This is just the sum of the quantity sold (you can just use an implicit calculated field).
Last year total Use the PARALLELPERIOD function to show total quantity sold for the whole of the previous year.
PercentLastYear Divide the first column by the second.  You should wrap this in an IFERROR function to return BLANK if there's a problem, otherwise this will give an error for 2013.
YearToDate A simple (!) TOTALYTD function.
LastYearYTD Use a combination of the SAMEPERIODLASTYEAR and DATESYTD functions (you may need to refer to the example in the course manual for help).

Save this workbook as Impressive stuff, then close it down.

This page has 0 threads Add post