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Power BI Date Table Guide

This document provides an introduction to working with dates in DAX and Power BI. It discusses date and time functions, creating a dedicated date table for accurate time-based reporting and analysis, and using calendar functions like CALENDAR() and CALENDARAUTO() to generate a date table. Creating a date table allows filtering by multiple date attributes, custom calendar views, and effective use of time intelligence features. Common types of time-series analysis like revenue by day of week and fiscal performance are also mentioned.
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0% found this document useful (0 votes)
93 views16 pages

Power BI Date Table Guide

This document provides an introduction to working with dates in DAX and Power BI. It discusses date and time functions, creating a dedicated date table for accurate time-based reporting and analysis, and using calendar functions like CALENDAR() and CALENDARAUTO() to generate a date table. Creating a date table allows filtering by multiple date attributes, custom calendar views, and effective use of time intelligence features. Common types of time-series analysis like revenue by day of week and fiscal performance are also mentioned.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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The Date Table

I N T R O D U C T I O N TO DA X I N P OW E R B I

Jess Ahmet
Content Developer, Datacamp
Working with dates
Example Date: 2020/09/20 12:52 Format Function

Date and Time Functions Weekday: FORMAT(<date>, <"dddd">) >


Friday
YEAR(<date>) > 2020
Time: FORMAT(<date>, <"h:nn:ss">) >
QUARTER(<datetime>) > 3
"12:52:00"
MONTH(<datetime>) > 9
Time Intelligence Functions

LASTDATE()

DATESBETWEEN()

DATEADD()

1 h ps://docs.microso .com/en-us/dax/format-function-dax

INTRODUCTION TO DAX IN POWER BI


Working with dates
Evaluate data in time-series to spot trends and pa erns i.e seasonal performance

Out of the box features:


20+ Date and Time Functions

30+ Time Intelligence Functions

Automatically enabled date hierarchies


Drill-able to year, quarter, month and day

INTRODUCTION TO DAX IN POWER BI


The importance of a date table
Issues of relying on only dates from transactional tables:

Gaps in dates i.e no sales made on 20th September

Returns wrong results when using time-intelligence functions


No error, wrong result

Di cult to troubleshoot

INTRODUCTION TO DAX IN POWER BI


Creating a Date Table
A dedicated date table is highly recommended for accurate reporting using time-
intelligence functions.

Bene ts:

Filter by multiple date a ributes such as Year and Month

Custom calendar view/de nitions such as scal dates

Use of time-intelligence features to select a time horizon (e.g Today, Yesterday, Last 30
days)

Types of Analysis:

Revenue by Day of Week, Fiscal Performance, Public Holidays

INTRODUCTION TO DAX IN POWER BI


Creating a Date table
CALENDAR()

Syntax: CALENDAR(<start_date>, <end_date>)

Returns a table with a single column 'date' that contains a continuous set of dates inclusive
of the speci ed dates

Example: CALENDAR('2020-01-01', '2020-12-31')

INTRODUCTION TO DAX IN POWER BI


Creating a Date table
CALENDAR()

Syntax: CALENDAR(<start_date>, <end_date>)

Returns a table with a single column 'date' that contains a continuous set of dates inclusive
of the speci ed dates

Example: CALENDAR('2020-01-01', '2020-12-31')

Date
2020-01-01
2020-01-02
...
2020-12-31

INTRODUCTION TO DAX IN POWER BI


Creating a Date table
CALENDARAUTO()

Syntax: CALENDARAUTO(<fiscal_year_end_month>)

Returns a table with a single column 'date' that automatically takes the earliest and latest
date in the model and internally calls CALENDAR() .

Example: CALENDARAUTO(12)

INTRODUCTION TO DAX IN POWER BI


Creating a Date table
CALENDARAUTO()

Syntax: CALENDARAUTO(<fiscal_year_end_month>)

Returns a table with a single column 'date' that automatically takes the earliest and latest
date in the model and internally calls CALENDAR() .

Example: CALENDARAUTO(12)

Date
2020-01-01
2020-07-31
...
2020-12-31

INTRODUCTION TO DAX IN POWER BI


Let's practice!
I N T R O D U C T I O N TO DA X I N P OW E R B I
Dates and Quick
Measures
I N T R O D U C T I O N TO DA X I N P OW E R B I

Jess Ahmet
Content Developer at DataCamp
Let's practice!
I N T R O D U C T I O N TO DA X I N P OW E R B I
Congratulations!
I N T R O D U C T I O N TO DA X I N P OW E R B I

Jess Ahmet
Content Developer at DataCamp
Course Recap
Chapter 1 Chapter 2

DAX functions Row vs. lter context

Creating calculated columns Use of variables with VAR

Creating measures Working with iterator functions

Using CALCULATE() to lter measures


Chapter 3

Creating calculated tables

Date and Time, Format and Time


Intelligence Functions

Quick Measures

INTRODUCTION TO DAX IN POWER BI


Practice makes perfect!

INTRODUCTION TO DAX IN POWER BI


Become a DAX
master!
I N T R O D U C T I O N TO DA X I N P OW E R B I

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