Tips for adapting Date table to Power View forecasting #powerview #powerbi

During the keynote of the PASS Business Analytics Conference, Amir Netz presented the new forecasting capabilities in Power View for Office 365. I immediately tried the new feature (which was immediately available, a welcome surprise in a Microsoft announcement for a new release) and I had several issues trying to use existing data models.

The forecasting has a few requirements that are not compatible with the “best practices” commonly used for a calendar table until this announcement. For example, if you have a Year-Month-Day hierarchy and you want to display a line chart aggregating data at the month level, you use a column containing month and year as a string (e.g. May 2014) sorted by a numeric column (such as 201405). Such a column cannot be used in the x-axis of a line chart for forecasting, because you need a date or numeric column. There are also other requirements and I wrote the article Prepare Data for Power View Forecasting in Power BI on SQLBI, describing how to create columns that can be used with the new forecasting capabilities in Power View for Office 365.