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Paulyeo11
Impactful Individual
Impactful Individual

Case 001 How to add master calendar to my sales table ?

Hi All

 

I just manage import a sales table to PBI.

 

Customer/VendorCustomer NameAR Invoice NumberAR Invoice DateMonthRow Total (SGD)Row Total w/ VAT
CIT00023-EURSU ZHOU SERVO DYNAMICS CO., LTD300002033/7/2003Mar2,036.962,036.96
CIT00023-USDSU ZHOU SERVO DYNAMICS CO., LTD300002043/10/2003Mar347.4347.4
CIT00023-USDSU ZHOU SERVO DYNAMICS CO., LTD300000052/3/2010Feb369.81369.81
CET00050DPL TECHNOLOGIES & SERVICES PTE LTD300000076/8/2011Jun600600
CIT00023-USDSU ZHOU SERVO DYNAMICS CO., LTD3000000401/15/2010Jan623.55623.55
     3,977.723,977.72

Can some one advise me how to add master claendar m so that i can get Qtr , YearMonth , Year.

 

My PBI File :-

https://www.dropbox.com/s/io1u3309ikh2f67/PBI%20SI_PM%20V003.pbix?dl=0

Paul Yeo

2 REPLIES 2
amitchandak
Super User
Super User

@Paulyeo11 , Create a calendar table join it with Invoice Date.

Watch my video: https://www.youtube.com/watch?v=Qt0TM-4H09U

https://www.youtube.com/watch?v=w4U6Bi_fPek

 

or refer links

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


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Paulyeo11
Impactful Individual
Impactful Individual

Hi Sir

 

thank you for sharing.

 

I have watch your video from you tube and webinar.

 

may I know if I need to compute YTD sales not Qty . In your webinar is explain YTD QTY.

So to convert your expression to YTD sales I need to replace Qty to sales right ? 

i notice that you have list of expression , can you share the list to us ?

 

Paul 

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