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Do You Have a Problem on Dates
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Maybe you don t always get the results you would like on dates I often don t! Most PowerPivot models will include a date somewhere Users often want to see the data by year or quarter or month Frequently, they will want to drill down or drill up on dates Dates are notoriously difficult to handle This section includes a number of suggestions
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12: A Few Ideas: PowerPivot and DAX Solutions
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Parsing Dates
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The Northwind sample has an OrderDate column in the Orders table This has a data type of date and is simply a date Users like to slice, filter, and view years and quarters, but these are not present as separate columns Splitting a date into constituent parts is called parsing a date There are a number of ways of doing this One, you can do it in PowerPivot using DAX Two, you can parse the date by writing a query for data import into your model Three, you can create the columns in the source data Neither of these is that difficult, but establishing fiscal years and quarters is more of a challenge If you do have fiscal periods, it might also be a good idea to concatenate FY, and also CY to calendar periods, so dates in a pivot table are unambiguous Let s consider calendar years and calendar quarters first month names are the same for calendar and fiscal, but month numbers may or may not be, depending upon your accounting conventions If you want to parse dates within the PowerPivot model, use DAX formulas Here are a few formulas to get you started The first one is a calculated column to return the calendar year it s called Year in some of the examples in this chapter The second one returns the month as a number this column is called Month and is used by the next three formulas, as well as later in the chapter The month name (called MonthName later in the chapter) is the result of the third example it s also easy to return the full name, rather than an abbreviation Formulas four and five are two alternative methods of returning the calendar quarter (called Quarter)
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=YEAR(Orders[OrderDate]) =MONTH(Orders[OrderDate]) =IF(Orders[Month]=1,"Jan", IF(Orders[Month]=2,"Feb", IF(Orders[Month]=3,"Mar", IF(Orders[Month]=4,"Apr", IF(Orders[Month]=5,"May", IF(Orders[Month]=6,"Jun", IF(Orders[Month]=7,"Jul", IF(Orders[Month]=8,"Aug", IF(Orders[Month]=9,"Sep", IF(Orders[Month]=10,"Oct", IF(Orders[Month]=11,"Nov", "Dec"))))))))))) =IF(Orders[Month]<4,"Q1", IF(Orders[Month]<7,"Q2", IF(Orders[Month]<10,"Q3","Q4"))) =CONCATENATE("Q",ROUNDUP(Orders[Month]/3,0))
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Prac tical PowerPivot & DAX Formulas for Excel 2010
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Another way of extracting date parts is to write a query to import the table containing the date Here is the SQL to do so, against the SQL Server Northwind database It returns the date column itself, followed by the calendar year, the calendar quarter, the month number, and the month name Of course, you would want further columns, such as OrderID and Freight If you return both the month number and the month name, it s going to help you sort by, and show, month name in a slicer more on this shortly
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select OrderDate, 'CY ' + cast(DATEPART (yy,OrderDate) as char(4)) as [Calendar Year], 'Q' + cast(datepart(qq,OrderDate) as char(1)) as [Calendar Quarter], datepart(mm,OrderDate) as [Month Number], datename(mm,OrderDate) as [Month Name] from Orders
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It s reasonably trivial to concatenate the year to the quarter this is helpful if the user only has quarters in Column Labels or Row Labels; it shows the year for each quarter You could also do the same for month number However, if you add the year to the month name, you may experience problems sorting by name in the pivot table You might want to experiment with the DAX and/or the SQL approach on the Orders table There is a third way of parsing dates It s even easier However, it requires that you have SSAS and BIDS In an Analysis Services project, the dimension wizard can generate all of this data (and more) for you In addition, it can create fiscal as well as calendar periods There is more on this wizard in the next section on having a separate table for dates
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