This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams.
In this episode you will learn:
- Essential prerequisites for proper date tables including contiguous dates and marking as a date table.
- Differences between TOTALYTD and CALCULATE with DATESYTD, including custom fiscal year parameters.
- When to use DATEADD versus SAMEPERIODLASTYEAR for multi-period and prior-period comparisons.
- How to construct dynamic rolling window calculations using DATESINPERIOD.
- The CALM mnemonic and how to avoid filter context traps with date dimension tables.
For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep
