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 support@zebrabi.com!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

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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
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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 support@zebrabi.com!
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.

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