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Exercises

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Software ==>	PowerPivot (72 exercises)
Topic ==>	Date functions (10 exercises)
Level ==>	Harder than average
Subject ==>	Power BI training

Use the DATESYTD, TOTALYTD, SAMEPERIODLASTYEAR and various other date functions to compare totals

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

Before you can do this exercise, you'll need to download and unzip this file .

If you haven't already done so, run the SQL script in the above folder (copying and commercial use prohibited) to generate a database called MAM. Also if you haven't already done so, run the spCreateCalendarTable stored procedure to create a calendar table.

Create a new workbook, and within this create a data model incorporating the tblCalendar, tblPos and tblTransaction tables.

See how many of the following calculated fields you can create (here we're showing figures for 2014, using a year filter):

See below for hints!

Here are some notes on how to create each of the 5 columns in the pivot table shown on the previous page:

Calculated field	Notes
This period	This is just the sum of the quantity sold (you can just use an implicit calculated field).
Last year total	Use the PARALLELPERIOD function to show total quantity sold for the whole of the previous year.
PercentLastYear	Divide the first column by the second. You should wrap this in an IFERROR function to return BLANK if there's a problem, otherwise this will give an error for 2013.
YearToDate	A simple (!) TOTALYTD function.
LastYearYTD	Use a combination of the SAMEPERIODLASTYEAR and DATESYTD functions (you may need to refer to the example in the course manual for help).