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18. OPENINGBALANCEYEAR β Calculates the opening balance for the year.
Opening Balance Year = OPENINGBALANCEYEAR( SUM(Sales[SalesAmount]), DateTable[Date] )19. OPENINGBALANCEQUARTER β Calculates the opening balance for the quarter.
Opening Balance Quarter = OPENINGBALANCEQUARTER( SUM(Sales[SalesAmount]), DateTable[Date] )20. OPENINGBALANCEMONTH β Calculates the opening balance for the month.
Opening Balance Month = OPENINGBALANCEMONTH( SUM(Sales[SalesAmount]), DateTable[Date] )21. CLOSINGBALANCEYEAR β Calculates the closing balance for the year.
Closing Balance Year = CLOSINGBALANCEYEAR( SUM(Sales[SalesAmount]), DateTable[Date] )22. CLOSINGBALANCEQUARTER β Calculates the closing balance for the quarter.
Closing Balance Quarter = CLOSINGBALANCEQUARTER( SUM(Sales[SalesAmount]), DateTable[Date] )23. CLOSINGBALANCEMONTH β Calculates the closing balance for the month.
Closing Balance Month = CLOSINGBALANCEMONTH( SUM(Sales[SalesAmount]), DateTable[Date] )π₯ Custom Period Functions 24. DATESBETWEEN β 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 β Returns the first date in the context.
First Date = FIRSTDATE(DateTable[Date])26. LASTDATE β Returns the last date in the context.
Last Date = LASTDATE(DateTable[Date])27. FIRSTNONBLANK β Returns the first date where a column is not blank.
First Non-Blank Date = FIRSTNONBLANK( DateTable[Date], SUM(Sales[SalesAmount]) )28. LASTNONBLANK β Returns the last date where a column is not blank.
Last Non-Blank Date = LASTNONBLANK( DateTable[Date], SUM(Sales[SalesAmount]) )π₯ Advanced Calculations 29. ROLLING FUNCTIONS (Custom) β 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 β Returns dates in a specified interval.
Dates in Last 60 Days = DATESINPERIOD( DateTable[Date], LASTDATE(DateTable[Date]), -60, DAY )31. YEARFRAC (Custom) β 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)π₯ Helper Functions 32. YEAR, MONTH, DAY β Extracts components of a date.
Year = YEAR(DateTable[Date])
Month = MONTH(DateTable[Date])
Day = DAY(DateTable[Date])33. WEEKDAY β Returns the day of the week for a date.
Weekday Number = WEEKDAY(DateTable[Date], 1) // 1 = Week starts on Sunday34. WEEKNUM β Returns the week number for a date.
Week Number = WEEKNUM(DateTable[Date], 1)35. QUARTER β Returns the quarter for a date.
"Quarter Number = QUARTER(DateTable[Date])"--- π 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."
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π₯Power bi Useful formulas : - β
π€ Time Intelligence Functions with DAX Formulas and Examples β
β‘οΈ 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]. --- β‘οΈ Aggregation Functions 1. TOTALYTD β Calculates the year-to-date total.
Total Sales YTD = TOTALYTD( SUM(Sales[SalesAmount]), DateTable[Date] )2. TOTALQTD β Calculates the quarter-to-date total.
Total Sales QTD = TOTALQTD( SUM(Sales[SalesAmount]), DateTable[Date] )3. TOTALMTD β Calculates the month-to-date total.
Total Sales MTD = TOTALMTD( SUM(Sales[SalesAmount]), DateTable[Date] )π₯ Date Range Functions 4. DATESYTD β Returns dates in the year up to the specified date.
Dates YTD = DATESYTD(DateTable[Date])5. DATESQTD β Returns dates in the quarter up to the specified date.
Dates QTD = DATESQTD(DateTable[Date])6. DATESMTD β Returns dates in the month up to the specified date.
Dates MTD = DATESMTD(DateTable[Date])π· Date Comparison Functions 7. SAMEPERIODLASTYEAR β Returns the same period from the previous year.
Sales Same Period Last Year = CALCULATE( SUM(Sales[SalesAmount]), SAMEPERIODLASTYEAR(DateTable[Date]) )8. PREVIOUSYEAR β Returns dates from the previous year.
Sales Previous Year = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSYEAR(DateTable[Date]) )9. PREVIOUSQUARTER β Returns dates from the previous quarter.
Sales Previous Quarter = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSQUARTER(DateTable[Date]) )10. PREVIOUSMONTH β Returns dates from the previous month.
Sales Previous Month = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSMONTH(DateTable[Date]) )11. PREVIOUSDAY β Returns dates from the previous day.
Sales Previous Day = CALCULATE( SUM(Sales[SalesAmount]), PREVIOUSDAY(DateTable[Date]) )π₯ Next Period Functions 12. NEXTYEAR β Returns dates for the next year.
Sales Next Year = CALCULATE( SUM(Sales[SalesAmount]), NEXTYEAR(DateTable[Date]) )13. NEXTQUARTER β Returns dates for the next quarter.
Sales Next Quarter = CALCULATE( SUM(Sales[SalesAmount]), NEXTQUARTER(DateTable[Date]) )14. NEXTMONTH β Returns dates for the next month.
Sales Next Month = CALCULATE( SUM(Sales[SalesAmount]), NEXTMONTH(DateTable[Date]) )15. NEXTDAY β Returns dates for the next day.
Sales Next Day = CALCULATE( SUM(Sales[SalesAmount]), NEXTDAY(DateTable[Date]) )π₯ Period-to-Period Functions 16. DATEADD β Shifts dates by a specified interval.
Sales Shifted by 1 Month = CALCULATE( SUM(Sales[SalesAmount]), DATEADD(DateTable[Date], -1, MONTH) )17. PARALLELPERIOD β Returns a parallel period at a specified interval.
Sales Parallel Period Last Year = CALCULATE( SUM(Sales[SalesAmount]), PARALLELPERIOD(DateTable[Date], -1, YEAR) )Join for more learning π± https://telegram.me/be_the_expert
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50 essential Excel formulas π€
ππΉπ
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 π
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50 essential Excel formulas π€
ππΉπ
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 π
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π 10 Must-Know Excel Shortcuts to Save Hours!
1. CTRL + A β Select all data
2. CTRL + C & CTRL + V β Copy & paste
3. CTRL + Z & CTRL + Y β Undo & redo
4. CTRL + Arrow Keys β Jump to data edges
5. ALT + E + S + V β Paste Special
6. CTRL + SHIFT + L β Toggle filters
7. CTRL + T β Create table
8. F2 β Edit cell
9. CTRL + ; β Insert todayβs date
10. ALT + = β Auto-sum selected cells
#exceltips
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Must-Have Excel Shortcuts You Need to Learn NOW π₯οΈπ
1οΈβ£ Ctrl + C / Ctrl + V
Copy & Paste: The basics! Move data around in seconds.
2οΈβ£ Ctrl + Z / Ctrl + Y
Undo & Redo: Quick fix mistakes or redo your last action with ease.
3οΈβ£ Ctrl + Shift + L
Add/Remove Filters: Instantly filter your data for better insights.
4οΈβ£ Alt + H + O + I
Auto Fit Column Width: Make your columns adjust to the longest content.
5οΈβ£ Ctrl + Arrow Keys
Jump to the edges: Navigate large datasets without scrolling forever.
Hope it helps πΈ
#Exceltips
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π§΅ 10 Basic Excel Formulas Everyone Needs to Know π
π΅ SUM =SUM(A1:A10) β Adds values.
π΅ AVERAGE =AVERAGE(A1:A10) β Finds average.
π΅ COUNT =COUNT(A1:A10) β Counts numbers.
π΅ COUNTA =COUNTA(A1:A10) β Counts non-empty cells.
π΅ IF =IF(A1>10, "Yes", "No") β Conditional result.
π΅ MIN =MIN(A1:A10) β Smallest value.
π΅ MAX =MAX(A1:A10) β Largest value.
π΅ VLOOKUP =VLOOKUP(B1, A1:D10, 2, FALSE) β Looks up value.
π΅ & =A1 & " " & B1 β Joins text.
π΅ LEN =LEN(A1) β Counts characters.
#ExcelTips
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Microsoft Excel Shortcuts A to Z, everyone should know:
CTRL + A β‘οΈ Select All
CTRL + B β‘οΈ Toggle BOLD (font)
CTRL + C β‘οΈ Copy
CTRL + D β‘οΈ Fill Down
CTRL + E β‘οΈ Flash Fill
CTRL + F β‘οΈ Find
CTRL + G β‘οΈ Go To
CTRL + H β‘οΈ Find and Replace
CTRL + I β‘οΈ Toggle Italic (font)
CTRL + J β‘οΈ Input line break (in Find and Replace)
CTRL + K β‘οΈ Insert Hyperlink
CTRL + L β‘οΈ Insert Excel Table
CTRL + M β‘οΈ Not Assigned
CTRL + N β‘οΈ New Workbook
CTRL + O β‘οΈ Open
CTRL + P β‘οΈ Print
CTRL + Q β‘οΈ Quick Analysis
CTRL + R β‘οΈ Fill Right
CTRL + S β‘οΈ Save
CTRL + T β‘οΈ Insert Excel Table
CTRL + U β‘οΈ Toggle underline (font)
CTRL + V β‘οΈ Paste (when something is cut/copied)
CTRL + W β‘οΈ Close the current workbook
CTRL + X β‘οΈ Cut
CTRL + Y β‘οΈ Redo (Repeat last action)
CTRL + Z β‘οΈ Undo
Hope it helps :)
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If you want to be an Advanced Excel User, do this... π·π·
1. Autofit All Columns Alt + H + O + I π
2. Flash Fill - CTRL+E
3. Pivot Table - Alt + N + V
4. Conditional Formatting - Alt + H + L
5. Auto Spell - F7
#Excel π·π·
π€
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