Exercise: Showing cumulative percentage of previous year's sales

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 Desktop  (26 exercises)
Topic ==> Date functions  (2 exercises)
Level ==> Average difficulty
Course ==> Power BI Desktop
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, create the Make-a-Mammal database by running the SQL script in the above folder.

Create a new Power BI file, and load the following tables:

Tables to load

The tables you'll need to load to do this exercise.

 

Create a relationship between the tblCalendar and tblPurchase tables:

Relationship needed

The relationship you should create.

The ultimate aim of this exercise is to create the following table:

Table to create

Lots of help follows!

To do this, you'll need to create measures for the last 3 columns, using the guidance notes below:

Measure Notes
YearToDate Count the cumulative year-to-date number of purchases, using either the TOTALYTD function or the CALCULATE and DATESYTD functions combined.
PreviousMonth Use the CALCULATE function to count the number of purchases, with the PARALLELPERIOD function to change the filter context to the dates for the previous month.
CumulativeRatio Divide the first measure by the second!

You'll also need to filter your table to show only figures for January 2016.

Save this file as Last month, then close down the Power BI instance that you're using.

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