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moabaza
Frequent Visitor

Working with Weekly Datasets

Hello all,

I am working on dashaboard updated weekly and reading from a folder has seperate excel sheet for each week. i have few inquires as follows:
1- What is the optimum name for each week file?
2- In the dashboard, How can combine/aggregate the date into monthly, quarterly, Biannually and Annualy?

Thanks in advance

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@moabaza Optimum name for each week file would identify the week but not sure that matters as long as there are dates in the data. Create a Folder query to import all of the weekly files in the folder.

 

You would create a date table with the month, quarter, year, etc. You mark it as a date table and relate it to your fact table. You then can use the columns from the date table like Year and simple measures like SUM('FactTable'[Value]) in your visuals and they are automatically combined. 



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Greg_Deckler
Community Champion
Community Champion

@moabaza Optimum name for each week file would identify the week but not sure that matters as long as there are dates in the data. Create a Folder query to import all of the weekly files in the folder.

 

You would create a date table with the month, quarter, year, etc. You mark it as a date table and relate it to your fact table. You then can use the columns from the date table like Year and simple measures like SUM('FactTable'[Value]) in your visuals and they are automatically combined. 



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

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