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18. OPENINGBALANCEYEAR – Calculates the opening balance for the year.
Opening Balance Year = OPENINGBALANCEYEAR( SUM(Sales[SalesAmount]), DateTable[Date] )
19. OPENINGBALANCEQUARTER – Calculates the opening balance for the quarter.
Opening Balance Quarter = OPENINGBALANCEQUARTER( SUM(Sales[SalesAmount]), DateTable[Date] )
20. OPENINGBALANCEMONTH – Calculates the opening balance for the month.
Opening Balance Month = OPENINGBALANCEMONTH( SUM(Sales[SalesAmount]), DateTable[Date] )
21. CLOSINGBALANCEYEAR – Calculates the closing balance for the year.
Closing Balance Year = CLOSINGBALANCEYEAR( SUM(Sales[SalesAmount]), DateTable[Date] )
22. CLOSINGBALANCEQUARTER – Calculates the closing balance for the quarter.
Closing Balance Quarter = CLOSINGBALANCEQUARTER( SUM(Sales[SalesAmount]), DateTable[Date] )
23. CLOSINGBALANCEMONTH – Calculates the closing balance for the month.
Closing Balance Month = CLOSINGBALANCEMONTH( SUM(Sales[SalesAmount]), DateTable[Date] )
πŸŽ₯ Custom Period Functions 24. DATESBETWEEN – Returns dates between a specified start and end date.
Sales Between Dates = CALCULATE( SUM(Sales[SalesAmount]), DATESBETWEEN( DateTable[Date], DATE(2021, 1, 1), DATE(2021, 6, 30) ) )
25. FIRSTDATE – Returns the first date in the context.
First Date = FIRSTDATE(DateTable[Date])
26. LASTDATE – Returns the last date in the context.
Last Date = LASTDATE(DateTable[Date])
27. FIRSTNONBLANK – Returns the first date where a column is not blank.
First Non-Blank Date = FIRSTNONBLANK( DateTable[Date], SUM(Sales[SalesAmount]) )
28. LASTNONBLANK – Returns the last date where a column is not blank.
Last Non-Blank Date = LASTNONBLANK( DateTable[Date], SUM(Sales[SalesAmount]) )
πŸŽ₯ Advanced Calculations 29. ROLLING FUNCTIONS (Custom) – Creating rolling averages or totals. Example: 3-Month Rolling Average
3-Month Rolling Average = CALCULATE( AVERAGE(Sales[SalesAmount]), DATESINPERIOD( DateTable[Date], LASTDATE(DateTable[Date]), -3, MONTH ) )
30. DATESINPERIOD – Returns dates in a specified interval.
Dates in Last 60 Days = DATESINPERIOD( DateTable[Date], LASTDATE(DateTable[Date]), -60, DAY )
31. YEARFRAC (Custom) – Calculates the fractional number of years between two dates. Note: YEARFRAC is not a built-in DAX function but can be approximated.
Year Fraction = VAR StartDate = MIN(DateTable[Date]) VAR EndDate = MAX(DateTable[Date]) VAR DaysInYear = 365 RETURN DIVIDE(DATEDIFF(StartDate, EndDate, DAY), DaysInYear)
πŸŽ₯ Helper Functions 32. YEAR, MONTH, DAY – Extracts components of a date.
Year = YEAR(DateTable[Date])
Month = MONTH(DateTable[Date])
Day = DAY(DateTable[Date])
33. WEEKDAY – Returns the day of the week for a date.
Weekday Number = WEEKDAY(DateTable[Date], 1) // 1 = Week starts on Sunday
34. WEEKNUM – Returns the week number for a date.
Week Number = WEEKNUM(DateTable[Date], 1)
35. QUARTER – Returns the quarter for a date.
"Quarter Number = QUARTER(DateTable[Date])"
--- πŸš€ Getting Started: - Create the Date Table: Use the DateTable formula provided to create a comprehensive date table. Link Tables: Ensure that your Sales table is linked to the DateTable through the Date column. Apply Formulas: Copy and paste the DAX formulas into your Power BI model, adjusting table and column names as necessary. Visualize Data: "Use these measures in your visuals to analyze trends over time."

πŸŽ₯Power bi Useful formulas : - βœ… πŸ€– Time Intelligence Functions with DAX Formulas and Examples βœ… ➑️ Sample Data Tables 1. Date Table (DateTable) : - A properly formatted date table is essential for Time Intelligence functions. Here's how you can create one:
DateTable = ADDCOLUMNS( CALENDAR(DATE(2021, 1, 1), DATE(2022, 12, 31)), "Year", YEAR([Date]), "Month", MONTH([Date]), "Day", DAY([Date]), "Quarter", QUARTER([Date]), "MonthName", FORMAT([Date], "MMMM"), "QuarterName", "Q" & QUARTER([Date]) )
2. Sales Data Table (Sales) Sample sales data linked to dates:
Sales = DATATABLE( "Date", DATETIME, "SalesAmount", DOUBLE, { {DATE(2021, 1, 15), 1000}, {DATE(2021, 2, 15), 1500}, {DATE(2021, 3, 15), 2000}, {DATE(2021, 4, 15), 2500}, {DATE(2021, 5, 15), 3000}, {DATE(2021, 6, 15), 3500}, {DATE(2021, 7, 15), 4000}, {DATE(2021, 8, 15), 4500}, {DATE(2021, 9, 15), 5000}, {DATE(2021, 10, 15), 5500}, {DATE(2021, 11, 15), 6000}, {DATE(2021, 12, 15), 6500} } )
Note: Ensure there's a relationship between Sales[Date] and DateTable[Date]. --- ➑️ Aggregation Functions 1. TOTALYTD – Calculates the year-to-date total.
Total Sales YTD = TOTALYTD( SUM(Sales[SalesAmount]), DateTable[Date] )
2. TOTALQTD – Calculates the quarter-to-date total.
Total Sales QTD = TOTALQTD( SUM(Sales[SalesAmount]), DateTable[Date] )
3. TOTALMTD – Calculates the month-to-date total.
Total Sales MTD = TOTALMTD( SUM(Sales[SalesAmount]), DateTable[Date] )
πŸŽ₯ Date Range Functions 4. DATESYTD – Returns dates in the year up to the specified date.
Dates YTD = DATESYTD(DateTable[Date])
5. DATESQTD – Returns dates in the quarter up to the specified date.
Dates QTD = DATESQTD(DateTable[Date])
6. DATESMTD – Returns dates in the month up to the specified date.
Dates MTD = DATESMTD(DateTable[Date])
πŸ”· Date Comparison Functions 7. SAMEPERIODLASTYEAR – Returns the same period from the previous year.
Sales Same Period Last Year = CALCULATE( SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(DateTable[Date]) )
8. PREVIOUSYEAR – Returns dates from the previous year.
Sales Previous Year = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSYEAR(DateTable[Date]) )
9. PREVIOUSQUARTER – Returns dates from the previous quarter.
Sales Previous Quarter = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSQUARTER(DateTable[Date]) )
10. PREVIOUSMONTH – Returns dates from the previous month.
Sales Previous Month = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSMONTH(DateTable[Date]) )
11. PREVIOUSDAY – Returns dates from the previous day.
Sales Previous Day = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSDAY(DateTable[Date]) )
πŸŽ₯ Next Period Functions 12. NEXTYEAR – Returns dates for the next year.
Sales Next Year = CALCULATE( SUM(Sales[SalesAmount]), NEXTYEAR(DateTable[Date]) )
13. NEXTQUARTER – Returns dates for the next quarter.
Sales Next Quarter = CALCULATE( SUM(Sales[SalesAmount]), NEXTQUARTER(DateTable[Date]) )
14. NEXTMONTH – Returns dates for the next month.
Sales Next Month = CALCULATE( SUM(Sales[SalesAmount]), NEXTMONTH(DateTable[Date]) )
15. NEXTDAY – Returns dates for the next day.
Sales Next Day = CALCULATE( SUM(Sales[SalesAmount]), NEXTDAY(DateTable[Date]) )
πŸŽ₯ Period-to-Period Functions 16. DATEADD – Shifts dates by a specified interval.
Sales Shifted by 1 Month = CALCULATE( SUM(Sales[SalesAmount]), DATEADD(DateTable[Date], -1, MONTH) )
17. PARALLELPERIOD – Returns a parallel period at a specified interval.
Sales Parallel Period Last Year = CALCULATE( SUM(Sales[SalesAmount]), PARALLELPERIOD(DateTable[Date], -1, YEAR) )
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50 essential Excel formulas πŸ€– πŸ˜πŸ”ΉπŸ˜
SUM: =SUM(A1:A5)
AVERAGE: =AVERAGE(A1:A10)
VLOOKUP: =VLOOKUP(B1, A2:D10, 3, FALSE)
IF: =IF(A1 > 10, "Yes", "No")
CONCATENATE (or CONCAT): =CONCATENATE(A1, " ", B1)
COUNT: =COUNT(A1:A10)
MAX: =MAX(A1:A10)
MIN: =MIN(A1:A10)
ROUND: =ROUND(A1, 2)
TRIM: =TRIM(A1)
LOWER: =LOWER(A1)
UPPER: =UPPER(A1)
LEFT: =LEFT(A1, 5)
RIGHT: =RIGHT(A1, 5)
MID: =MID(A1, 2, 3)
LEN: =LEN(A1)
FIND: =FIND("search_text", A1)
REPLACE: =REPLACE(A1, 3, 2, "new_text")
SUBSTITUTE: =SUBSTITUTE(A1, "old_text", "new_text")
INDEX: =INDEX(A1:A10, 3)
MATCH: =MATCH(B1, A1:A10, 0)
OFFSET: =OFFSET(A1, 1, 2)
SUMIF: =SUMIF(A1:A10, ">5")
COUNTIF: =COUNTIF(A1:A10, "apple")
AVERAGEIF: =AVERAGEIF(A1:A10, "<>0")
SUMIFS: =SUMIFS(A1:A10, B1:B10, "apple", C1:C10, ">5")
COUNTIFS: =COUNTIFS(A1:A10, ">5", B1:B10, "apple")
AVERAGEIFS: =AVERAGEIFS(A1:A10, B1:B10, "apple", C1:C10, ">5")
IFERROR: =IFERROR(A1/B1, "Error")
AND: =AND(A1>5, A1<10)
OR: =OR(A1="apple", A1="banana")
NOT: =NOT(A1="apple")
DATE: =DATE(2022, 12, 31)
TODAY: =TODAY()
NOW: =NOW()
DATEDIF: =DATEDIF(A1, A2, "D")
YEAR: =YEAR(A1)
MONTH: =MONTH(A1)
DAY: =DAY(A1)
EOMONTH: =EOMONTH(A1, 3)
NETWORKDAYS: =NETWORKDAYS(A1, A2)
WEEKDAY: =WEEKDAY(A1)
HLOOKUP: =HLOOKUP(B1, A1:D10, 3, FALSE)
MATCH: =MATCH(B1, A1:A10, 0)
INDEX-MATCH: =INDEX(A1:A10, MATCH(B1, C1:C10, 0))
TRANSPOSE: =TRANSPOSE(A1:D10)
PIVOT TABLE: =PIVOT_TABLE(A1:D10, "Sales", "Region", "Sum")
RANK: =RANK(A1, A1:A10, 1)
RAND: =RAND()
CHOOSE: =CHOOSE(B1, "Option 1", "Option 2", "Option 3")
Share our channel link with your true friends: https://telegram.me/be_the_expert Hope this helps you 😊

50 essential Excel formulas πŸ€– πŸ˜πŸ”ΉπŸ˜ SUM: =SUM(A1:A5) AVERAGE: =AVERAGE(A1:A10) VLOOKUP: =VLOOKUP(B1, A2:D10, 3, FALSE) IF: =IF(A1 > 10, "Yes", "No") CONCATENATE (or CONCAT): =CONCATENATE(A1, " ", B1) COUNT: =COUNT(A1:A10) MAX: =MAX(A1:A10) MIN: =MIN(A1:A10) ROUND: =ROUND(A1, 2) TRIM: =TRIM(A1) LOWER: =LOWER(A1) UPPER: =UPPER(A1) LEFT: =LEFT(A1, 5) RIGHT: =RIGHT(A1, 5) MID: =MID(A1, 2, 3) LEN: =LEN(A1) FIND: =FIND("search_text", A1) REPLACE: =REPLACE(A1, 3, 2, "new_text") SUBSTITUTE: =SUBSTITUTE(A1, "old_text", "new_text") INDEX: =INDEX(A1:A10, 3) MATCH: =MATCH(B1, A1:A10, 0) OFFSET: =OFFSET(A1, 1, 2) SUMIF: =SUMIF(A1:A10, ">5") COUNTIF: =COUNTIF(A1:A10, "apple") AVERAGEIF: =AVERAGEIF(A1:A10, "<>0") SUMIFS: =SUMIFS(A1:A10, B1:B10, "apple", C1:C10, ">5") COUNTIFS: =COUNTIFS(A1:A10, ">5", B1:B10, "apple") AVERAGEIFS: =AVERAGEIFS(A1:A10, B1:B10, "apple", C1:C10, ">5") IFERROR: =IFERROR(A1/B1, "Error") AND: =AND(A1>5, A1<10) OR: =OR(A1="apple", A1="banana") NOT: =NOT(A1="apple") DATE: =DATE(2022, 12, 31) TODAY: =TODAY() NOW: =NOW() DATEDIF: =DATEDIF(A1, A2, "D") YEAR: =YEAR(A1) MONTH: =MONTH(A1) DAY: =DAY(A1) EOMONTH: =EOMONTH(A1, 3) NETWORKDAYS: =NETWORKDAYS(A1, A2) WEEKDAY: =WEEKDAY(A1) HLOOKUP: =HLOOKUP(B1, A1:D10, 3, FALSE) MATCH: =MATCH(B1, A1:A10, 0) INDEX-MATCH: =INDEX(A1:A10, MATCH(B1, C1:C10, 0)) TRANSPOSE: =TRANSPOSE(A1:D10) PIVOT TABLE: =PIVOT_TABLE(A1:D10, "Sales", "Region", "Sum") RANK: =RANK(A1, A1:A10, 1) RAND: =RAND() CHOOSE: =CHOOSE(B1, "Option 1", "Option 2", "Option 3") Share our channel link with your true friends: https://telegram.me/be_the_expert Hope this helps you 😊

πŸš€ 10 Must-Know Excel Shortcuts to Save Hours! 1. CTRL + A – Select all data 2. CTRL + C & CTRL + V – Copy & paste 3. CTRL + Z & CTRL + Y – Undo & redo 4. CTRL + Arrow Keys – Jump to data edges 5. ALT + E + S + V – Paste Special 6. CTRL + SHIFT + L – Toggle filters 7. CTRL + T – Create table 8. F2 – Edit cell 9. CTRL + ; – Insert today’s date 10. ALT + = – Auto-sum selected cells #exceltips

Must-Have Excel Shortcuts You Need to Learn NOW πŸ–₯οΈπŸš€ 1️⃣ Ctrl + C / Ctrl + V Copy & Paste: The basics! Move data around in seconds. 2️⃣ Ctrl + Z / Ctrl + Y Undo & Redo: Quick fix mistakes or redo your last action with ease. 3️⃣ Ctrl + Shift + L Add/Remove Filters: Instantly filter your data for better insights. 4️⃣ Alt + H + O + I Auto Fit Column Width: Make your columns adjust to the longest content. 5️⃣ Ctrl + Arrow Keys Jump to the edges: Navigate large datasets without scrolling forever. Hope it helps 🍸 #Exceltips

🧡 10 Basic Excel Formulas Everyone Needs to Know πŸ‘‡ πŸ”΅ SUM =SUM(A1:A10) β€” Adds values. πŸ”΅ AVERAGE =AVERAGE(A1:A10) β€” Finds average. πŸ”΅ COUNT =COUNT(A1:A10) β€” Counts numbers. πŸ”΅ COUNTA =COUNTA(A1:A10) β€” Counts non-empty cells. πŸ”΅ IF =IF(A1>10, "Yes", "No") β€” Conditional result. πŸ”΅ MIN =MIN(A1:A10) β€” Smallest value. πŸ”΅ MAX =MAX(A1:A10) β€” Largest value. πŸ”΅ VLOOKUP =VLOOKUP(B1, A1:D10, 2, FALSE) β€” Looks up value. πŸ”΅ & =A1 & " " & B1 β€” Joins text. πŸ”΅ LEN =LEN(A1) β€” Counts characters. #ExcelTips

Microsoft Excel Shortcuts A to Z, everyone should know: CTRL + A ➑️ Select All CTRL + B ➑️ Toggle BOLD (font) CTRL + C ➑️ Copy CTRL + D ➑️ Fill Down CTRL + E ➑️ Flash Fill CTRL + F ➑️ Find CTRL + G ➑️ Go To CTRL + H ➑️ Find and Replace CTRL + I ➑️ Toggle Italic (font) CTRL + J ➑️ Input line break (in Find and Replace) CTRL + K ➑️ Insert Hyperlink CTRL + L ➑️ Insert Excel Table CTRL + M ➑️ Not Assigned CTRL + N ➑️ New Workbook CTRL + O ➑️ Open CTRL + P ➑️ Print CTRL + Q ➑️ Quick Analysis CTRL + R ➑️ Fill Right CTRL + S ➑️ Save CTRL + T ➑️ Insert Excel Table CTRL + U ➑️ Toggle underline (font) CTRL + V ➑️ Paste (when something is cut/copied) CTRL + W ➑️ Close the current workbook CTRL + X ➑️ Cut CTRL + Y ➑️ Redo (Repeat last action) CTRL + Z ➑️ Undo Hope it helps :)

If you want to be an Advanced Excel User, do this... 🏷🏷 1. Autofit All Columns Alt + H + O + I 😎 2. Flash Fill - CTRL+E 3. Pivot Table - Alt + N + V 4. Conditional Formatting - Alt + H + L 5. Auto Spell - F7 #Excel 🏷🏷 πŸ€–

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