Time Intelligence 10 Easy Steps

DAX Power Pivot Time Intelligence – 10 Easy Steps

You have already gotten your hands dirty with DAX & Power Pivot and seen how awesome it is. Now you are ready to take your skills to the next level by delving deeper and acquiring a more thorough understanding of how Power Pivot handles Time data.

This course builds upon the skills learned in the first course in this series DAX Power Pivot – 10 Easy Steps for Beginners.

Data Analysis Expressions (DAX) includes Time Intelligence functions to support the needs of Business Intelligence analysis by enabling you to manipulate data using time periods, including days, months, quarters, and years, and then build and compare calculations over those periods.

The first part of the course concentrates on DAX time-ready functions ideal for a standard calendar – the kind you hang on your wall. So, if that’s how you roll at work – this is perfect for you.

The second half raises the stakes and you will learn how to manipulate DAX to generate your own custom functions to work with 4-4-5 calendars used in many different industries including retail.

In order to do this, I’ll introduce you to some new DAX functions that will elevate your skills enabling you to build custom functions for those pesky non-standard calendars.

Even if this doesn’t fit your remit – DO IT ANYWAY! Your level of understanding will increase leaps and bounds and your confidence will soarrrrr!!! Plus, it’s GREAT fun and you’ll learn heaps along the way!

What you will learn in this course:

Performing Date Calculations in DAX with a Standard Calendar

  • Building a standard Calendar table
  • Running Totals with: Month-to-Date (MTD), Quarter-to-Date (QTD) and Year-to-Date (YTD)
  • Computing the moving annual total for Fiscal Year Ends
  • Aggregating and Comparing Growth %’s over time
  • Time intelligence with CALCULATE()
  • Computing periods from the Prior Year
  • Closing Balance, First Date, Last Date, End of Month and Start of Year
  • Computing values Between Dates

Performing Date Calculations in DAX with a 4-4-5 Calendar

  • Building a custom Calendar table
  • Working with multiple Calendar tables
  • Manipulating DAX Patterns
  • Custom Time intelligence with CALCULATE()
  • Custom Time intelligence with CALCULATE(), FILTER() and ALL()
  • Aggregating and Comparing Growth %’s over time

Will it be easy? Yes and no – the first half of the course – the DAXtime-ready” functions are intuitive and straightforward.

The custom Time Intelligence functions you create can be challenging but if it were easy where’s the satisfaction in that??

Thanks for taking the time to check out my course. I can’t wait to help you take the next step in developing your DAX & Power Pivot skills. I have used Excel 2016 to demonstrate this fantastic tool but you can follow along in Excel 2010 & 2013 – I’ll do my best to point out the differences. Not sure about the content – feel free to check out the preview lectures to learn more.

Online Course Snippets…

DAX Power Pivot Time Intelligence – 10 Easy Steps

Course Outline

DAX Power Pivot Time Intelligence – 10 Easy Steps

Running Totals and Fiscal Year with DATESYTD()

Don’t Put It Off Any Longer. Start Now. With Me. Today

Take the first steps to a new and rewarding future by clicking on the TAKE THIS COURSE button, located below and receive a WHOPPING 67% DISCOUNT –  on demand, life-time access –  full 30 day money-back – no quibble – guarantee!


I look forward to seeing you on the inside!

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