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DAX Power Pivot Time Intelligence - 10 Easy Steps

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  • 2,536 Students
  • Updated 4/2021
4.6
(380 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
5 Hour(s) 48 Minute(s)
Language
English
Taught by
Gilly Dow
Rating
4.6
(380 Ratings)

Course Overview

DAX Power Pivot Time Intelligence - 10 Easy Steps

Support the Needs of Business Intelligence Using Custom Calendars and Time Period Functions in DAX.

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




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.




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.


Here's what others had to say about the course:


"So far it's been easy to follow. The instructor is doing a great job of explaining what she is doing. Looking forward to more advanced topics. UPDATE: I've completed the course. It's a great course and I'm glad I took this one, as well as DAX Power Pivot 10 Easy Steps for Beginners. I'll be referencing the material often, there's a lot on information that's new to me. I really want to dive more into custom calendars and DAX patterns. I've already been showing my managers at work how powerful DAX functions can be. Gilly Dow did a fantastic job with both of her courses I took on Udemy. She's very knowledgeable on Excel and Power Pivot topics and her enthusiasm and encouragement always shows in her lectures. She is very responsive to queries from her students; my questions were answered very quickly. I've taken other online courses where you never heard back if you were having problems; that's definitely not an issue here."


- John Pertell


"Outstanding. It’s explained clear concise wonderful examples that are broken down and clearly explained fantastic course great teacher and teaching style. Highly recommend"


- Stephen Davanzo


"Highly recommended course! For every single function mentioned in the course there are an example and practice exercise. Great!"


- Elbina Rizakhanova


What You'll Learn:




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 with my guidance and your growing understanding it will be really, really satisfying - trust me!


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. If you have any questions about the course, feel free to message me here or check out the FREE preview lectures to learn more.


Take the first steps to a new and rewarding future by clicking on the TAKE THIS COURSE button, located on the top right corner of the page.


I look forward to seeing you on the inside!

Course Content

  • 13 section(s)
  • 51 lecture(s)
  • Section 1 Introduction
  • Section 2 Step 1 - Running Totals
  • Section 3 Step 2 - Date Intervals
  • Section 4 Step 3 - First & Last Date Functions
  • Section 5 Step 4 - Dates Between
  • Section 6 Step 5 - FILTER()
  • Section 7 Custom Calendars
  • Section 8 Step 6 - Filter Context & Behind-the-Scenes
  • Section 9 Step 7 - DAX Patterns
  • Section 10 Step 8 - Navigation Maths in the DAX Pattern
  • Section 11 Step 9 - Suppressing & Fixing Totals
  • Section 12 Step 10 - % Growth Measures
  • Section 13 Bonus & Conclusion

What You’ll Learn

  • Support the needs of Business Intelligence using Time Period Functions in DAX, Create running-totals with DATESYTD(), DATESQTD() & DATESMTD(), Learn how to use PREVIOUSYEAR() and related DAX functions including PREVIOUSQUARTER(), PREVIOUSMONTH() & PREVIOUSDAY(), Customise DAX ready Time Intelligence functions with DATEADD(), Learn how to create base measures including FIRSTDATE(), LASTDATE(), ENDOFMONTH() & STARTOFYEAR(), Learn how to use CLOSINGBALANCE() family of DAX functions, Understand the benefits of FILTER() to super-charge measures in place of CALCULATE()'s "simple" filters, Create a 4-4-5 Custom Calendar in Excel and relate to the existing Data Model, Learn how to recreate DAX in-built Time Intelligence functions for custom calendars, Use DAX Patterns to master navigating the custom calendar, Learn how to over-ride the incoming filter context with the ALL() function, Suppress totals and subtotals with HASONEVALUE(), Create % growth calculations and generate reports to impress


Reviews

  • S
    Sumesh Paruthikad
    2.5

    The Audio of the video presentation is barely audible. pls correct it

  • M
    Michael Hallal
    5.0

    Gill is an excellent teacher. I have taken all but one of her courses on Udemy and I plan to take that one next. She helps you understand what is going on behind the scenes in DAX so that you can troubleshoot issues on your own.

  • J
    Jeff Caberte
    5.0

    Awesome Course, but the voice recording volume through out the course is very low only until in the coupon video is good (only when using headphone)

  • 大西英輔 Ohnishi
    4.0

    step by stepで説明してくれるのでわかりやすい。 英語を母国後としない私でも基本的なタイムインテリジェンス関数の使用方法については理解することができた。 ただし、Section 1のビデオの通り操作するだけでは 初期セットアップは完了していないので注意が必要。 (Section 2に入る前にUser Guideの8ページと9ページを 実施する必要がある。) Section 7から先は「4-4-5カレンダー」という、日本の内資系企業では、まずお目にかからないのではないかという特殊なカレンダーの計算を扱っている。(「4-4-5カレンダー」とは、4週間・4週間・5週間を3か月間(四半期)とするカレンダーのこと) したがって、日本の内資系企業に勤める方で、基本的なタイムインテリジェンス関数を学びたいのであればSection 6より前だけで十分と思われる。 Section 18で割引クーポンについて触れられているが、 残念ながら2020/11/3時点ではどのコースにも適用できなかった。

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