PowerPivot | Date functions exercise | Show year-to-date and quarter-to-date 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 ==> PowerPivot  (75 exercises)
Version ==> Excel 2013 and later
Topic ==> Date functions  (10 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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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.

Use the TOTALQTD and TOTALYTD functions to create quarter-to-date and year-to-date figures for the total quantity of items sold:

Quarter and year to date figures

You'll need to import the tblPos, tblTransaction and tblCalendar tables (also, don't forget to create a relationship between the calendar table and the point-of-sale one).

 

Save this workbooks as Drawn and quartered, then close it down.

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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