POWER BI EXERCISES▼
POWER BI EXERCISES▼
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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).
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Create a new Power BI file, and load the following tables:
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!
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:
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:
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 ...).