Using Time Intelligence and DAX for Data Modeling with Power BI
Lab
Beginner
0 h 50 m
2019-11-28
Lab Overview
In this lab, you will learn the basics of time intelligence measures to show year-to-date, quarter-to-date, and month-to-date totals. Then you will use DAX to enhance the data model and build a table that lets users choose which measures they want to see.

Related Learning Path(s):
Business Intelligence with Power BI
Objectives
  • Using DAX to create calculated tables and calculated columns
  • Using the DAX CALCULATE function to change context in aggregations
  • Using DAX time intelligence functions
Pre-Requisites
  • Basic understanding of relational databases
  • Basic understanding of Power BI
Exercises
In this exercise, you will use DAX time intelligence functions to add year-to-date (YTD), quarter-to-date (QTD), and month-to-date (MTD) measures. Then you will add measures for previous YTD, previous QTD, and previous MTD. 

Power BI has special time intelligence functions that work with date tables to allow you to easily view various time slices of data. 

We will be creating a table and slicers in this exercise to validate totals. Before making the results available to users, we would update our report to choose appropriate visuals and format the visuals and report pages. But the table and slicers with default formatting will suffice for data validation. 
In this exercise, you will use DAX to create a disconnected table that users of your report can use to select a time intelligence measure to be displayed in their report. Then you will create a slicer and table visual that make use of the disconnected table values and use conditional formatting to change the title of the table visual. 
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