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Assignment 2 Instructions

The document provides instructions for completing 13 tasks to build out a data model, including: 1) Connecting Power BI to source files and disabling automatic date formatting; 2) Creating a calendar table for stock data from January 2010 to May 2017; and 3) Formatting the calendar table, extracting year, quarter, and weekday from the date column, and relating tables.

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Varsha Bansal
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0% found this document useful (0 votes)
44 views2 pages

Assignment 2 Instructions

The document provides instructions for completing 13 tasks to build out a data model, including: 1) Connecting Power BI to source files and disabling automatic date formatting; 2) Creating a calendar table for stock data from January 2010 to May 2017; and 3) Formatting the calendar table, extracting year, quarter, and weekday from the date column, and relating tables.

Uploaded by

Varsha Bansal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

The following tasks should be fulfilled by you

A. Please skip this step if you’re using the project file from assignment 1, if
you use the attached file, then: Open the Query Editor and connect Power BI
to the source files. You learned how to do this in the second course module

B. Disable “Auto Date/Time” in the options to prevent automatic date


formatting. You can find the option as shown in the second course module in
the lecture “Important! Creating the Project File & Recommended Settings”
=> Just untick the box below “Time intelligence”

C. Open the data view to create a new table. In this table, create a calendar
(the name of the formula should also be “Calendar”) for the period we have
stock data for (04. January 2010 until 11. May 2017). With that, a new
column named Date should be created automatically
[Hint: Remember the Calendar function we learned and use the modeling
ribbon]

D. Format the calendar. Only the date should be visible in the columns (no
weekday)

E. With the calendar being formatted, we can turn “Auto Date/Time” back on
again (see point a) => Tick the box below “Time intelligence”

F. Create a new column named Year: This column should retrieve the
corresponding year out of the column Date in the Calendar table

G. Create a new column named Quarter: This column should retrieve the
corresponding quarter out of the column Date in the Calendar table

H. Create a new column named Year-Quarter: In this column, you should


combine the column Year and the column Quarter with a space in between
(i.e. the result should look like this: 2010 Qtr.
[Hint: Remember the Concatenate function we learned]

I. Create a new column named Weekday-Nr which should retrieve the


corresponding number of the weekday of the column Date in the Calendar
table
[Hint: We didn't talk about that specific formula. But if you take a look at
the official documentation, you should be able to create this column: Also
make sure that the weeks are numbered as follows: 1 = Monday, 2 =
Tuesday, 3 = Wednesday and so on: https://msdn.microsoft.com/en-us/
library/ee634550.aspx]

J. Go to the relationship view and create a 1:1 (one to one) relationship


between the columns Date in the tables Apple-Combined and Calendar

K. Create a *:1 (many to one) relationship between the columns Weekday-Nr in


the tables Calendar and Weekdays

L. Go back to the data view and open the Apple-Combined table. Create a
calculated column named End-vs-Start which calculates the % change (also
formatted as %) between the column Price-End of day and the column Price-
Start of day
[Hint: We learned how to divide the values of two columns and how to
format columns]

M. Create a measure named Measure-AveragePrice-End, which calculates the


average of the values in the column Price-End of day

N. Create two measures named Measure-MinimumPrice and Measure-


MaximumPrice which calculate the minimum/maximum value of the column
Price-End of day

Have fun in the data model and see you in the solution video!

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