Exercise: Show quarter-to-date figures for each environment

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

Category ==> Power BI - Excel 2016  (23 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). Once you've done this:
  1. Go into SQL Server Management Studio;
  2. Open the SQL file you've just unzipped (you can press CTRL + O to do this); then
  3. Execute this script.

This will generate the database that you'll need to use in order to do this exercise (note that the database and script are only to be used for exercises published on this website, and may not be reused or distributed in any form without the prior written permission of Wise Owl).

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Create a new workbook, and import the following tables into a PowerPivot data model:

Tables to import

The five tables you need to import (giving each a friendly name).

Create a relationship between the purchase date column in the Purchase table and the Calendar table's date key:

Calendar relationship

You can now summarise purchases by month, quarter or year of purchase.

Create a pivot table similar to the following:

Total sales by quarter

Show total sales by quarter and environment for 2015.

You can find the timeline tool on the Analyze tab of the ribbon.

Use the TOTALQTD function to create a measure called Quarter-to-date to accumulate quarterly sales data, and show this instead of total sales:

Quarter to date sales

Choose not to display pivot table subtotals, to get a tidier pivot table.

 

Save this workbook as Quarterback, then close it down.

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