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date table should be days or month RRS feed

  • Question

  • I'm looking at an example of contoso financial statements with powerpivot and they created a date table that had every day in a period. The financial numbers are just month to month. Shouldn't I just create a table with the months, and not the days? 
    Friday, October 28, 2016 6:22 PM

Answers

  • The rules are simple. If you want to use inbuilt time intelligence functions (like totalytd) you must have a day level date table. If you don't want to use the inbuilt time intelligence functions (eg Because you will write your own using FILTER), then you can do what you want. I wrote a blog about it here http://exceleratorbi.com.au/power-pivot-calendar-tables/

    Self Service BI Expert using Power Pivot http://exceleratorbi.com.au


    Saturday, October 29, 2016 5:58 AM
    Answerer

All replies

  • Shouldn't I just create a table with the months, and not the days? 

    That depends on your existing data and your requirements for reporting; which we don't know by your brief post.

    Olaf Helper

    [ Blog] [ Xing] [ MVP]

    Saturday, October 29, 2016 2:15 AM
  • The rules are simple. If you want to use inbuilt time intelligence functions (like totalytd) you must have a day level date table. If you don't want to use the inbuilt time intelligence functions (eg Because you will write your own using FILTER), then you can do what you want. I wrote a blog about it here http://exceleratorbi.com.au/power-pivot-calendar-tables/

    Self Service BI Expert using Power Pivot http://exceleratorbi.com.au


    Saturday, October 29, 2016 5:58 AM
    Answerer