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

[Paulyeo11]

Hi All

I just manage import a sales table to PBI.

Customer/Vendor	Customer Name	AR Invoice Number	AR Invoice Date	Month	Row Total (SGD)	Row Total w/ VAT
CIT00023-EUR	SU ZHOU SERVO DYNAMICS CO., LTD	30000203	3/7/2003	Mar	2,036.96	2,036.96
CIT00023-USD	SU ZHOU SERVO DYNAMICS CO., LTD	30000204	3/10/2003	Mar	347.4	347.4
CIT00023-USD	SU ZHOU SERVO DYNAMICS CO., LTD	30000005	2/3/2010	Feb	369.81	369.81
CET00050	DPL TECHNOLOGIES & SERVICES PTE LTD	30000007	6/8/2011	Jun	600	600
CIT00023-USD	SU ZHOU SERVO DYNAMICS CO., LTD	30000004	01/15/2010	Jan	623.55	623.55
					3,977.72	3,977.72

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

[amitchandak]

@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...


Appreciate your Kudos.

[Paulyeo11]

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