Duration: 90 Minutes
Audience: Power BI users, analysts, and data professionals
Skill Level: Intermediate to Advanced
This session provides a deep dive into Time Intelligence Functions in Power BI, equipping participants with the skills to analyze and compare data over different time periods. You’ll learn how to use DAX functions like TOTALYTD, DATEADD, SAMEPERIODLASTYEAR, and DATESINPERIOD to create dynamic reports with time-based insights. Through hands-on demonstrations, advanced scenarios, and best practices, you’ll gain the ability to handle year-over-year comparisons, rolling averages, fiscal calendars, and more.
1. Introduction to Time Intelligence
- What is Time Intelligence in Power BI?
- Why is it important?
- Common use cases: YTD, MTD, QTD, comparisons, rolling averages.
- Key prerequisites: Importance of a Date Table.
2. Core Time Intelligence Functions
- TOTALYTD, TOTALMTD, TOTALQTD – Year-to-Date, Month-to-Date, Quarter-to-Date calculations.
- SAMEPERIODLASTYEAR – Comparing current period with the previous year.
- DATEADD – Shifting time periods (previous month, last year, etc.).
- PARALLELPERIOD vs. DATEADD – Key differences and when to use each.
- DATESBETWEEN, DATESINPERIOD – Custom time range calculations.
- ROLLING AVERAGES – Creating moving averages with DAX.
3. Hands-on Demo in Power BI
- Setting up a Date Table (Auto vs. Custom).
- Writing DAX formulas for time-based calculations.
- Creating interactive visuals using time intelligence measures.
- Common mistakes and debugging time intelligence calculations.
4. Advanced Time Intelligence Scenarios
- Handling fiscal years and custom calendars.
- Comparing dynamic time periods (e.g., last 12 months, previous quarter).
- Multiple date columns (Order Date vs. Ship Date) and role-playing dimensions.
- Using disconnected tables for comparative analysis.
5. Real-World Applications & Best Practices
- Best practices for performance optimization.
- Real-world business scenarios (e.g., sales trend analysis, forecasting).
- How to integrate time intelligence with Power BI reports and dashboards.
6. Q&A and Wrap-Up
- Open discussion on challenges and custom use cases.
- Additional resources and next steps for learning.
