DAX Date Intelligence functions simplified
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In this Power BI tutorial, I show you how to handle common business reporting requirements using the awesome chocolates data model. We walk through five essential date intelligence concepts for tracking performance, from basic month-on-month changes to complex same-period-last-year comparisons.

By using these Time intelligence functions, you will gain a clearer picture of your shipment data and product trends. I also demonstrate how to implement moving averages using DAX formulas to smooth out volatility in your reports.

Concepts covered in this video:
1) Calendar table and how to set it up
2) Basic trend analysis with your data
3) YTD, QTD, MTD - Year to date, Quarter to date, Month to date calculations with DAX
4) YTD with custom year end (ex: financial year ends in June )
5) Month to Month Changes, Variance and % Calculations
6) Comparing with 'n' months ago values
7) Same period last year calculations
8) Moving Averages in DAX
9) DAX Measures vs. Visual Calculations for Date Intelligence

Sample files:

Data (to be loaded to SQL Server): https://github.com/chandoo-org/Power-...
Sample workbook (do not refresh this until you have SQL data): https://github.com/chandoo-org/Power-...

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0:00 Setting Up Your Date Table
2:32 Visualizing Shipment Trends
9:08 Mastering Year-to-Date Calculations
14:04 Handling Custom Financial Years
19:09 Comparing Month-over-Month Performance
31:07 Going Back in Time with Custom Intervals
37:49 Year-over-Year Comparison Techniques
41:17 Smoothing Data with Moving Averages

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