Power BI | Date functions exercise | Show QTD and previous quarter figures

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.

You can learn how to do this exercise on the relevant Wise Owl classroom training course (sadly for the moment only in the UK).

Software ==> Power BI  (92 exercises)
Version ==> Latest update
Topic ==> Date functions  (2 exercises)
Level ==> Relatively easy
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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Create a new Power BI file, and load the following tables:

Tables needed

You'll need to load both worksheets to do this exercise.

 

Create a matrix to show total sales by quarter and month for 2019, reading the notes below carefully!

Preparing the matrix

You'll need to set up your calendar table correctly, create a relationship between the purchase date in the Purchase table and the calendar date in the Calendar table, and also apply a filter to the visualisation to show only figures for the calendar year 2019.

  

Create and show a measure to show quarter-to-date figures:

Quarter-to-date figures

You can either use the TOTALQTD function, or the CALCULATE function (restricting the dates used with the DATESQTD function).

 

Now add another measure which shows for each time period what the sales were in the previous quarter:

Previous quarter data

Use the CALCULATE function to sum quantity, but using the DATEADD function to go back one quarter in time from the filter context's dates.

Save this file as Tinder, then close down the Power BI instance you're using (if you're wondering about the file name, it generates good dates if used properly ...).

You can unzip this file to see the answers to this exercise, although please remember this is for your personal use only.
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