Time Intelligent Functions Using DAX in Power BI

Name: Time Intelligent Functions Using DAX in Power BI
Rating: 4.5 (142 reviews)

From Beginner to Advanced: A Comprehensive Guide to Mastering Time Intelligence Functions in Power BI

Created byNaoman Daulatabad

Last updated 1/2025

English

What you'll learn

Comprehensive Understanding of Time Intelligence
Practical Application: Through 2 hours of lectures, students will learn practical techniques for implementing Time Intelligent functions in Power BI projects.
Problem-Solving Skills: The course includes 3 test cases that challenge students to apply their knowledge to real-world scenarios.
Assessment and Feedback: With 4 quizzes interspersed throughout the course, students can gauge their understanding of the material and receive instant feedback.
Bonus Lecture on Advanced Topics: In addition to Time Intelligent functions, students will have the opportunity to explore advanced topics related to AI .

Course content

9 sections • 34 lectures • 1h 48m total length

Introduction to T.I. Functions1:50
Explore time intelligence functions in DAX for Power BI, learn date tables, and master YTD and MTD calculations through three test case scenarios, quizzes, and AI applications.
It's a Milestone2:37
Why do we need T.I. Functions?1:29
Time intelligence functions power Power BI reports and dashboards by enabling time-based calculations, supporting KPIs like return on investment, churn, and absenteeism, and enriching visuals across BI tools.
What are T.I. Functions2:56
Explore how time intelligence functions in Power BI define and compare time periods, calculate year-to-date sales, and compare this year's YTD with last year's, illustrated by monthly sales and variation.
How to learn T.I. Functions0:51
Explore time intelligence functions and their applications in retail and churn data, break down their syntax with examples, and write practical DAX code in Power BI Desktop.
T.I. Functions Categories1:27
Classify time intelligence functions in Power BI DAX into time comparison and aggregate time intelligence, covering date add, parallel period, same period last year, next period, and YTD, QTD, MTD.
Course Material0:03

Introduction to Date Tables0:56
Discover how auto date tables work in Power BI, learn to create your date table with calendar and calendar auto, and explore formatting options and a weekend customization case study.
Automatic Date Table3:03
Power BI automatically creates a hidden auto date table for date columns from Excel, exposing year, quarter, month, and day for time intelligence; disable globally or per file.
Date Tables Basics2:28
Create a date dimension table in Power BI to synchronize dates with the fact table and ensure the date column is a unique, nonblank date type for time intelligence.
Date Table using CALAENDAR3:40
Create a dynamic date table in Power BI using the calendar function, defining the range with the first date and last date from the fact table.
Date Table using CALAENDARAUTO3:45
Compare calendar auto and calendar for creating a date table in Power BI; calendar auto creates full-year ranges by default, with end month December unless you specify otherwise.
Enhancement of Date Table3:45
Learn how to enrich a date dimension table by adding year, quarter, month, week, weekday, day of month, and related columns.
Date Table Formatting4:22
Format date columns in a Power BI date table with the DAX format function to display year, month, and day in multiple styles.
Case Study (Date Tables)5:45
Discover how to handle weekends in Power BI by adding weekend indicator to date table with DAX, using the weekday function to flag Friday and Saturday, and enabling a slicer.
Unit Quiz (Date Tables)

Introduction to Time Comparison Function1:02
Learn comparison functions in DAX for Power BI, covering period shift techniques like previous and next day, month, quarter, same period last year, and date add or parallel period comparisons.
Scenario Data1:41
Explore time intelligence with DAX in Power BI to compare retail sales by week, month, and year, compute last period sales, and measure variation using the calculate function.
DATEADD4:41
Learn how the dateadd function shifts time periods in Power BI with a three-argument syntax (date, number of intervals, and interval) to yield previous month, year, or quarter values.
PARALLELPERIOD3:00
Discover parallel period, a DAX time intelligence function in Power BI that returns dates for a parallel period and enables summing sales with a parallel period filter.
DATEADD Vs PARALLELPERIOD3:01
Compare date add and parallel period in Power BI, examine syntax differences, and observe how date add shifts by intervals while parallel period repeats prior year totals by month.
SAMEPERIODLASTYEAR3:01
Apply the same period last year time intelligence function in dax to compare sales across dates, create a measure with calculate, and analyze Power BI results.
PREVIOUS & NEXT (D/M/Q/Y)4:34
Explore previous and next time intelligence in Power BI. Create measures using a date column, applying previous month and next month, and compare to same period last year.
Case Study (Time Period Comparison Functions)5:52
Apply time intelligence functions in Power BI to compare monthly sales with last year, using same period last year and parallel period measures, and present month-on-month variation in line chart.
Unit Quiz (Time Period Comparison Functions)
Source Files

Introduction to Performance to Date Functions1:11
Explore performance to date functions in DAX, including YTD, MTD, QTD, and total versions, and learn opening and closing balances for year, month, and quarter.
DATESYTD (MTD/QTD)4:18
Learn how DAX dates YTD, MTD, and QTD compute year-to-date, month-to-date, and quarter-to-date values in Power BI by summing sales with a date column and an optional end-of-year parameter.
TOTALYTD (MTD/QTD)3:31
Demonstrate total YTD in Power BI, compare it with dates YTD, explain syntax and optional filters and end date, and show creating a YTD measure without CALCULATE.
DATESYTD Vs TOTALYTD3:26
Compare dates ytd and total ytd in Power BI. They deliver the same results here; total ytd uses expression and filters, while dates ytd often relies on calculate.
OPENINGBALANCE & CLOSINGBALANCE4:56
Case Study (Performance to Date Functions)7:46
Unit Quiz (Performance to Date Functions)

Requirements

Microsoft Power BI Desktop
Prior experience with Power BI is strongly encouraged

Description

Over the next 2 hours, you'll explore various Time Intelligent functions such as TOTALYTD, TOTALQTD, TOTALMTD, DATESYTD, and many more. Through engaging lectures, practical examples, and hands-on exercises, you'll learn how to harness the full potential of these functions to analyze trends, track performance, and make data-driven decisions like never before.

But that's not all! To ensure that you truly grasp the concepts and techniques taught in this course, we've included 2 test cases and 4 quizzes throughout the curriculum. These interactive assessments will challenge your understanding and reinforce your knowledge, helping you become a proficient user of Time Intelligent functions in no time.

And as a special bonus, we'll explore the exciting intersection of AI and DAX in a dedicated lecture. Discover how artificial intelligence, coupled with tools like ChatGPT, can revolutionize your data analysis workflow and unlock new possibilities for insight generation.

Whether you're a beginner looking to build a solid foundation in Power BI or an experienced user seeking to expand your skill set, this course is designed to meet your needs. So, get ready to unlock the full potential of your data and become a master of time-based analysis!

Once again, welcome aboard, and let's embark on this enriching learning journey together!

Who this course is for:

Beginner in Power BI Desktop

Time Intelligent Functions Using DAX in Power BI

What you'll learn

Explore related topics

Course content

Getting Started7 lectures • 11min

Date Tables8 lectures • 28min

Time Comparison Functions9 lectures • 27min

Performance to Date Functions6 lectures • 25min

Some other T.I. Functions1 lecture • 6min

Bonus Lecture: Use of AI & ChatGPT in DAX1 lecture • 9min

Course Notes1 lecture0

Course Quiz0

Wrapping Up1 lecture • 2min

Requirements

Description

Who this course is for: