Comments on: Screencast: Introduction to time intelligent functions in PowerPivot

By: Kasper de Jonge

Kasper de Jonge — Wed, 02 Mar 2011 16:30:28 +0000

@Simon Taylor great If you have more questions let me know

By: Simon Taylor

Simon Taylor — Wed, 02 Mar 2011 13:38:24 +0000

@Simon Taylor
In the end it worked out to be quite simple (isnt it always):-

=CALCULATE( [Sum of Out] , DATEADD(DimDate[DateKey], -1, MONTH))

And then :-

=[Sum of Out] – [Sum PM]

Your screencast got me started though!
Cheers

By: Simon Taylor

Simon Taylor — Wed, 02 Mar 2011 12:29:17 +0000

@Simon Taylor
This is my attempt to obtain the last months data for the same element in the pivot table:-

=CALCULATE(SUM(SourceData[Out]),PARALLELPERIOD(SourceData[Date],-1,MONTH),
SourceData[Recurring] = IF(COUNTROWS(VALUES(SourceData[Recurring])) = 1,
VALUES(SourceData[Recurring])
),
SourceData[Master Category] = IF(COUNTROWS(VALUES(SourceData[Master Category])) = 1,
VALUES(SourceData[Master Category])
),
SourceData[CATEGORY] = IF(COUNTROWS(VALUES(SourceData[CATEGORY])) = 1,
VALUES(SourceData[CATEGORY])
)
)

By: Simon Taylor

Simon Taylor — Wed, 02 Mar 2011 10:39:57 +0000

I am using your example calculate functions to try and create measure but am having some problems.
I can create a measure which shows me the total for the previous month.
I have a pivot table which shows me expense per month, per master category and sub category.
The measure when applied to the pivot shows me the total value per month on each of the master category and sub category rows.
I have been looking into how to apply a filter to the calculate function whereby it filters the response in the context of the pivot table master and sub category rows but i cant quite grasp it. Do you have any ideas.

Thanks

Simon

By: Kasper de Jonge PowerPivot Blog » PowerPivot Time intelligent functions golden rules

Wed, 22 Sep 2010 10:42:55 +0000

[...] PowerPivot time intelligent functions revisited: why use ALL() and how to work around it Create a separate related time table for time intelligent functions in PowerPivot Screencast: Introduction to time intelligent functions in PowerPivot [...]

By: Kasper de Jonge PowerPivot Blog » 10 things you should know when you use PowerPivot version 2.0

Fri, 17 Sep 2010 15:01:16 +0000

[...] Know the golden rules when working with Time Intelligent functions [...]

By: Kasper de Jonge PowerPivot and MS BI Blog » 10 things you should know when you use PowerPivot

Fri, 18 Jun 2010 13:20:08 +0000

[...] Know the golden rules when working with Time Intelligent functions [...]

By: Kasper de Jonge

Kasper de Jonge — Tue, 09 Feb 2010 17:18:08 +0000

@Brad
Hi Brad, i created a blog post on how to do this: http://business-intelligence.kdejonge.net/using-time-intelligent-powerpivot-functions-with-fiscal-year

Hope this solves your problem.

By: Brad

Brad — Tue, 09 Feb 2010 05:32:49 +0000

Kasper,

Great article and great blog.

Do these functions work when the financial year differs from the Calendar year. Here in Australia her have a Jul-Jun Financial year we are always doing YTD type calculations.

Thanks.

By: Kasper de Jonge

Kasper de Jonge — Thu, 21 Jan 2010 17:38:01 +0000

Hi @Frank ,

I know what you mean, this is indeed true when have your facts and dates in the same table, The ALL overwrites the slicer selection.

What you can do is copy your date values to a new excel sheet, use the remove duplicate function and load it to PowerPivot by using linked tables. Create a key and a relationship. Then use the date column from the new table in your timeintelligent functions and use ALL(DATETABLE) instead of all(facttable). This should work, i did it myself recently. I’m figuring out how we can do it without resorting to this workaround.

Kasper