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POWER BI DESKTOP EXERCISES
Exercise: Create a calendar and show cumulative figures to date
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If you haven't already done so, run the SQL script in the above folder in SQL Server Management Studio to create the Make-a-Mammal database.
Create a new Power BI file, and load the following tables:
These are the tables you'll need to do this exercise.
Create a matrix to show total sales by quarter and month for 2015:
You'll need to create a relationship between the purchase date (tblPurchase) and calendar date (tblCalendar) fields, and also apply a filter to the visualisation to show only figures for purchase date year 2015.
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 ...).