Webinar recording
Advanced time intelligence functions: Top Power BI DAX tricks

Visualizing and comparing data that shows trends over time is one of the essential things you must get right when solving certain business questions. Especially when you deal with forecasts or seasonal analysis.

But when it comes to working with time periods in Power BI, you can’t do it without knowing your way around DAX functions and Power Query.

To eliminate any seasonality or fluctuations, it’s imperative to show your performance compared to a rolling or a moving average. What about visualizing your sales performance for the current month that refreshes automatically?

Join this webinar to learn how to implement it immediately.

 

What's included

Full video recording
PBIX example used in the webinar
Enjoy & thank you for watching! Don't hesitate to reach out if you have any questions — write to us at [email protected]!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

Watch the Video

Get PBIX Example
You can download the PBIX example that we used at the webinar to check how it's done!
Access the materials
00:00:00 - Intro
00:05:34 - Agenda
00:09:41 - Model & calendar dimension setup
00:12:32 - Period calculations (MTD, YTD, Full year)
00:23:09 - Handling YTD periods in measures
00:41:55 - Rolling periods as dynamic axis in charts
00:44:16 - Fiscal calendar setup
00:51:50 - Adjusting YTD measures for fiscal periods
00:56:27 - Recap
00:58:35 - Q&A
01:24:10 - Outro
Share this

Your Questions

Here are some of the questions that came up during our live session. Thank you for being such a proactive audience. Have more questions? Drop us a note at [email protected]!
Why should we link the timetable with date ID if it is already a unique key?

Functionally, it's completely the same. It's easier just to have the date and create a relationship with your dates. In reality, if you have a small model and you load the data, it does not make a huge difference. Where it does matter, is if you're working with a huge data model with millions of rows. In this case, you will make one step toward the performance optimization because the date ID is shorter.

The date-time relationships between the fact and dimension tables don't have the best compression, so that's the reason we need integers.

Does these advanced DAX formulas work with non Zebra BI visuals as well?

Yes, absolutely. Most of the things that we showed here will work with any custom and native Power BI visuals.

If a fact table only has a period and year dimension without the exact date, is it possible to connect it to a date table and use the time intelligence functions?

Yes, it is possible. You need to make sure that the relationship that you will build between your fact table and the dimension, uses the same field. It's probably the easiest to build the Date ID field and build a relationship to your calendar table. The purpose of the calendar table is in fact to leverage all the time intelligence functions.

Ready to start uncovering actionable insights from your data?

Explore Zebra BI for Office and Power BI, or start a trial instantly and test our tools on your data. You can also contact us to help you build your first test report and create a custom package for your business.

More Trending Webinars

New
September 12, 2024
Master Cost Management: Elevate Reporting, Tracking, and Efficiency
Master cost management with Zebra BI. Discover advanced techniques to optimize financial reporting, enhance budgeting accuracy, and make smarter, data-driven business decisions for long-term success.
Watch now
May 23, 2024
Mastering Brand and Product Portfolio Analysis in Power BI
Unlock the power of product portfolio analysis with Zebra BI in Power BI. Learn to visualize and analyze product performance, identify growth opportunities, and drive strategic business decisions with data-driven insights.
Watch now
April 18, 2024
Commentary Revolution: Transforming Power BI Dashboards with Dynamic Comments
Join our webinar to explore the easiest way so far to do dynamic commentary in Power BI for clearer insights, quicker decisions, and smoother meetings.
Watch now
New
PowerPoint
October 26, 2023
How to create board meeting PowerPoint slide decks like a consultant in 2023
After gathering all the data you need it's time to present it effectively to your managers. And this doesn't mean using many different shapes and colors that tell nothing. Learn practical tips for a professional-looking and actionable PowerPoint slide deck.
Watch now
September 14, 2023
From Data to Decisions: Real-Life Fortune 500 Financial Analysis with Power BI
This webinar is all about financial analysis in Power BI. Take a look at the performance of some of the biggest Fortune 500 companies and use these practical examples to apply them to your data. Don't just create reports, generate insights.
Watch now
Browse All Resources