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.

 

Share this

Webinar Details
Take control over time periods in Power BI

When it comes to working with time periods in Power BI, you can’t do it without knowing your way around DAX functions. Chronologically sorting months and creating a calendar table is only the beginning!

To eliminate any seasonality or fluctuations when looking at trends over time, it’s crucial to show your performance compared to a rolling or a moving average, for example for the last 12 or 13 months. What about visualizing a strategic overview, let's say, looking back 5 years and making a rolling forecast for the next 3?

Or maybe you’d only need to check your sales performance for the current month and you’d want the data to refresh automatically. How to handle incomplete periods?

We can hear you saying: but how do I handle all that?!

In this webinar, we’ll dive into advanced time intelligence and automation in Power BI, but we’ll break it down step by step so you’ll know exactly how to do it. Plus, you’ll be able to implement it immediately.

We’ll take a look at the best practices and show you real-life examples in Power BI!

By mastering the advanced time intelligence functions, you won’t suddenly be able to control time, but you’ll have complete control over how you look at it in your reports and dashboards.

You'll Learn: 

Advanced time intelligence & automation: learn about fundamental period calculations (MTD, YTD, Full Year) and how to handle AC - YTD intervals
How to master rolling periods & charts with a rolling axis
How to display current periods & create automatic refresh
How to work with time periods in practice with examples in Power BI

Watch on-demand

We need the information below to provide you with all the necessary information. Your privacy will be respected at all times.
Watch the video

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI
Andrej brings 25 years of experience in business intelligence and software development and 20 years as a consultant. Helping numerous international and regional companies achieve consistent and efficient internal reporting throughout the organization inspired him to build Zebra BI.

Join the conversation

Kimberley Canoute
Business Intelligence Analyst
You guys are amazing! Thanks so much for the great content! Keep up the fantastic work 👍
Read more
Raúl Vinuesa Arjona
Senior Data Consultant
An amazing visual for finance. It has a lot of possibilities such as analytic periods, variances, or custom hierarchies for your income statement. 100% advisable.
Read more
Esteban Fabiani
MS PowerBI Consultant
Awesome reports. Lots of tricks inside, thanks to the Power BI and the Zebra BI visuals.
Read more
Brahim Chabane
Zebra BI User
Zebra BI is the best feature that has been created for Power BI. It makes designing reports easy. Thank you.
Read more
Ryan Cheung
Zebra BI User
I spent a couple of hours searching for a solution, your brief tutorial was the only one that worked for me. Thanks so much!
Read more
Cheng Wang
Zebra BI User
It looks so good to a point that makes me be like, what's the point of me learning given I'll never be that good.....😄
Read more
Wilco Nagtzaam
Senior FP&A Controller
Amazing, Mindblowing, Supereasy
Read more
Brian Julius
Chief Content Officer at Enterprise DNA Ltd.
I've recently been experimenting with Zebra BI's custom Table visual, which is like the native Power BI matrix on steroids. If your work allows for the use of custom visuals, I think it's definitely worth checking out. Planning on doing a video on it soon...
Read more
Jonathan Kapoor
Commercial Reporting and Insights Manager
Hot damn @ZebraBI...speechless. Can’t share it but it looks good!
Read more
Lars Schreiber
Power BI Consultant & Trainer
Hey @ZebraBI: Your CEO is a cool dude and your visuals for #powerbi and #Excel are insane. Thanks @lapajne for presenting today. It was a ton of fun 👊
Read more
Pascal Kiefer
CEO & BI Consultant
I can't believe you always manage to pack so many new and great features into every update :-)
Read more
Harry Ferrera
Senior Business Intelligence (BI) Analyst
I dare to say that Zebra BI is the most realy hight level custom visual that exist right now. Amazin job, great updates. I definitely will keep recomending this custom visual to our clients.
Read more
Jeff "Power BI Lobbyist" Weir
Modelling/Visualisation consultant and analytical storyteller
I had a phone interview for a #PowerBI contract, where the interviewer said of the sample dashboards in my CV: "Great...I see you use @ZebraBI!" How cool is that? And they mentioned my top-secret passphrase on the call: "Actionable Insight". I'm in.
Read more
Manuel Barahona Gandía
Business Intelligence Reporting Manager
The reusable trick of switch I think is brilliant! And obviously, Zebra BI table replaces any other table now in Power bi. RIP to normal tables!
Read more
Daniel DeHaven
Director of Financial Systems
This visual from Zebra BI enables you to build stunning P&L, CF, and BS statements with complex structures with ease. Very intuitive for developers and users. In my opinion the best solution for Financial Reporting structures. 11 Stars!
Read more
Tania Tombak
Principal Consultant, Executive Dashboards and Data Analysis
Already tried stacked bar. It's fantastic! Thank you for such a great feature!
Read more
Esteban Fabiani
MS PowerBI Consultant
As you say, Andrej Lapajne, we spent A LOT, searching and explaining how to do Comments, with Power Apps, and also with the help of Excel. They were workarounds!!! No doubt...this is awesome and the simple way to go forward.
Read more