WISE OWL EXERCISES
POWER BI EXERCISES
- PowerPivot data models (7)
- Pivot tables using PowerPivot (2)
- Using Excel tables (3)
- Using other data sources (1)
- Transforming data (Power Query) (7)
- Calculated columns (7)
- Measures (2)
- The CALCULATE function (15)
- More advanced DAX functions (5)
- Calendars (1)
- Date functions (10)
- Hierarchies (2)
- KPIs (5)
- Power View (4)
- Power BI Desktop overview (3)
- Power BI Desktop maps (1)
PowerPivot | KPIs exercise | Create a KPI targeting sales against the previous quarter's
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You can learn how to do this exercise if you attend the course listed below!
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The aim of this exercise is to create the following pivot table:
We'll aim for each quarter's total quantity sold to be at least 99% - and ideally 100% - of the previous quarter's total quantity sold. Lots of help follows!
If you haven't already done so, first 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.
Create a new workbook, and within this create a data model incorporating the tblCalendar, tblPos and tblTransaction tables.
Create the following two calculated fields:
|This quarter||The total of the Quantity column for any query context.|
|Previous quarter||The total of the Quantity for the previous quarter (use CALCULATE and DATEADD to sum the figure for 1 quarter back in time).|
We need to create the first field as an explicit calculated field because you can't use an implicit calculated field as the basis for a KPI.
Now create your KPI to produce the pivot table shown at the start of this exercise, using 99% and 100% as the thresholds.
Save this workbook (slightly surreally) as Kittens Prefer Iceland, then close it down.