- Lab
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Analyze Sales Trends Over Time in Power BI
In this lab, you’ll practice analyzing sales trends over time in Microsoft Power BI. When you’re finished, you’ll have an executive trend report that compares current and prior-period sales by using DAX time intelligence functions.
Lab Info
Table of Contents
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Challenge
Prepare a Date Table for Time-Based Analysis
In this first challenge of a series, you’ll inspect the preloaded sales model and create the date table that the rest of the lab depends on. Time intelligence in DAX requires a dedicated date table, and this model does not have one yet.
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Challenge
Write Measures that Compare Performance Across Time Periods
With the date table in place, you’ll write the core time-intelligence measures an executive trend report needs: year-to-date, quarter-to-date, same period last year, and a custom-interval shift.
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Challenge
Calculate Rolling and Variance Metrics
YTD and prior-year values are useful, but executives also want a smoothed trend and a clear view of whether performance is up or down. In this challenge you’ll build a rolling 12-month average and variance measures, including safe handling of blanks and divide-by-zero.
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Challenge
Present Trends in a Report Visual
You’ll turn the measures into an executive-friendly trend view: a combo visual of current vs. prior period, plus a slicer that changes the reporting period so the measures respond.
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Challenge
The Last Challenge
Welcome to the final challenge! This is your last chance to experiment in the environment. Clicking Finish Lab will end this little world that flittered into existence just for you.
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