Modelling and reporting with multiple date dimensions.

Our business model involves a lot of dates and the business owners frequently want reports based on each of these different dates. For example in any given order there are as follows:

- Order created date
- Client due date

- Order first payment date (an order can have multiple payments)
- Order fully paid date
- Date assigned to vendor
- Vendor return date
- Date delivered to client

On top of that we have other areas of the business, the data from which ties into the above. Here we have more dates e.g.

- Date vendor recruited
- Date vendor reviewed

At any given point the manager may want a report based on any of these dates. For example;

- Product type by order creation date (fiscal year / month)
- Product type by first payment date  (fiscal year / month)
- Product type by client due date (fiscal year / month)

and so forth. I have been asked to create a report using all of the above on at least one occasion, many of them far more frequently. 

At the moment I have created a standard date table and then duplicated that for each type of date that I need however this is becoming excruciating to work with as I have approximately 10-12 date tables in my data model. 

Is there a better way of doing this now, in Excel 2013? If not, is there an improvement in 2016 that may make life easier? 









June 17th, 2015 7:59pm

Have a look a the "Role Playing Dimensions":

https://www.youtube.com/watch?v=fZwNRd8erkw

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June 18th, 2015 4:50am

Thanks for this - I have seen this suggestion before but without the video and I didn't think it would work, having watched the video now though I can see how it might (just means I have to rewrite all my metrics :-( !).


June 19th, 2015 2:27am

Yes, that's the downside.

Quickest way would be to unpivot your different date columns in Power Query first. Then you'd just have one date column to be linked to your DimDate & create just one measure. The name of the date columns will sit in a new Dimension/Attribute column that you drag into rows or columns of your Pivot-reports.

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June 19th, 2015 3:28am

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