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MSPTDA 16: Power BI Desktop Comprehensive Introduction: Power Query, DAX, Dashboards, Publishing

Posted on by Annie D

Download Zipped Folder with Text Files & Excel File: https://ift.tt/2L8w0is
Download Power BI Desktop FINISHED File: https://ift.tt/2C070XR
Download pdf Notes about Power Query: https://ift.tt/2L657Mh

This video is a comprehensive lesson in Power BI Desktop: Power Query to import data, DAX Formulas and Relationships to complete Data Model, Creating Dashboards, Publishing and Sharing Reports.

Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.

Topics:
1. (00:15) Introduction of what we will do in this video.
2. (02:25) Overview of Excel Power Pivot & Power BI Desktop
3. (02:44) Approximate History of Power BI Desktop :
4. (03:15) Different Versions of Power BI (Different Power BI Products) Available from Microsoft
5. (04:56)Download Power BI Desktop (link to Avi’s video: https://www.youtube.com/watch?v=5Fv-I9xQkcc)
6. (05:43) List of Charts and Visualizations for your Dashboard (Review from prerequisite classes Busn 216 & 218)
7. (06:02) Overriding Steps for our Project
8. (06:27) Open a blank Power BI File
9. (07:04) Introduction to Power BI Window and User Interface
10. (08:32) Power Query to Import Multiple CSV Files and Clean and Transform Data
11. (13:38) Why we do NOT use Number or Date Fields from a Fact Table
12. (15:57) Import Dimension Tables from a Single Excel File
13. (18:09) Merge Snow Flake Dimension Tables into dProduct Table
14. (19:30) Do NOT import to Data Model (Uncheck Enable Load)
15. (20:22) Old Relationship View & New Relationships View with Properties & Better Selection Capability
16. (20:41) Steps to create Date Table using CALENDAR DAX Table Function & Calculated Columns. See many DAX Functions such as CALENDAR, FORMAT and others.
17. (16:10) Sort By Column to get Months to Sort correctly.
18. (27:47) Create Fiscal Periods for Data Table, including Helper Column for Sorting Fiscal Period correctly.
19. (33:12) Hide Columns from Report View
20. (34:00) Create DAX Measures and see why we do not use Implicit Measures.
21. (36:17) SUMX DAX Function
22. (38:15) Row Context (how formula calculates for each row in a table or Iterator Function)
23. (40:12) Filter Context (How Measures Calculate and how Tables are Filtered when Measures Calculate)
24. (41:50) Measure for Average Daily Revenue. Learn about Context Transition. See AVERAGEX Function to iterate at the Daily level.
25. (47:55) Conventions for DAX Formulas with a great tip from Marco Russo and Albetro Ferrari
26. (49:00) More About Filter Context and Context Transition
27. (49:26) Gross Profit Measures
28. (51:48) Refine Data Model in Power Query by Removing Columns in dProduct Table
29. (52:40) Learn about how to Create & Format Visualizations
30. (52:40) Create “Ave Daily GP” Dashboard.
31. (52:40) Create Matrix and add Conditional Formatting
32. (55:29) Create Column Chart and add Conditional Formatting
33. (56:00) Hierarchies
34. (56:52) Drill Down Icons in Power BI
35. (59:09) Create Line Chart
36. (01:00:00) Create Card
37. (01:01:00) Edit Interactions between visualizations
38. (01:02:50) Create “Fiscal Report” Dashboard
39. (01:05:32) Bookmark to save views of a Dashboard
40. (01:06:20) Create “Ave Last 12 Months” Dashboard
41. (01:06:37) DAX Measure for Average Transactional Revenue. See AVERAGEX Function to iterate at the transaction line item level.
42. (01:07:30) Visual of how we change the Filter Context to get dates for a full year backwards.
43. (01:08:25) CALCULATE & DATESINPERID & LASTDATE DAX Functions to calculate Measure for Rolling 12 Month Average for Transaction Level Data.
44. (01:12:08) Create “Question” Dashboard. Learn about Ask A Question feature.
45. (01:13:08) Publish Report to powerbi.com
46. (01:14:15) Edit at powerbi.com
47. (01:14:34) Publish to Web with Free Power BI Desktop version and allow public to review Report
48. (01:16:15)Publish and Share with Power BI Pro Account
49. (01:17:44) Source Data Changes and Refresh
50. (01:18:18) Summary

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Comprehensive Introduction to Excel Power Pivot, DAX Formulas and DAX Functions

Posted on by Annie D

Download Excel START File: https://ift.tt/2FrxeX5
Second Excel Start File: https://ift.tt/2Dtf4Sf
Download Zipped Folder with Text Files: https://ift.tt/2Frxfu7
Download Excel FINISHED File: https://ift.tt/2qSnYkx
Download pdf Notes about Power Query: https://ift.tt/2FrxwgD
Assigned Homework:
Download Excel File with Instructions for Homework: https://ift.tt/2qRom2T
Examples of Finished Homework: https://ift.tt/2Frxgyb

This video teaches everything you need to know about Power Pivot, Data Modeling and building DAX Formulas, including all the gotchas that most Introductory videos do not teach you!!!

Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.

Topics:
(00:15) Introduction & Overview of Topics in Two Hour Video
1. (04:36) Standard PivotTable or Data Model PivotTable?
2. (05:51) Excel Power Pivot & Power BI Desktop?
3. (12:31) Power Query to Extract, Transform and Load Data to Data Model – Get data from Text Files, Relational Database and Excel File.
4. (25:47) Build Relationships
5. (27:43) Introduction to DAX Formulas: Measures & Calculated Columns
6. (29:15) DAX Calculated Column using the DAX Functions, RELATED and ROUND
7. (31:20) Row Context: How DAX Calculated Columns are Calculated: Row Context
8. (33:49) We do not want to use Calculated Column results in PivotTable using Implicit Measures
9. (34:05) DAX Measure to add results from Calculated Column, using DAX SUM Function.
10. (35:29) Number Formatting for DAX Measures
11. (36:35) Data Model PivotTable
12. (39:31) Explicit DAX Formulas rather than Implicit DAX Formulas
13. (41:50) Show Implicit Measures
14. (45:00) Filter Context (First Look) How DAX Measures are Calculated
15. (50:14) Drag Columns from Fact Table or Dimension Table?
16. (53:30) Hiding Columns and Tables from Client Tool
17. (55:52) Use Power Query to Refine Data Model
18. (57:54) SUMX Function (Iterator Function). DAX Measure for Revenue using the SUMX Function to simulate Calculated Columns in DAX Measures
19. (01:01:00) Compare and Contrast Calculated Columns & Measures
20. (01:04:26) Why We Need a Date Table. Why we do NOT use the Automatic Grouping Feature for a Data Model PivotTable
21. (01:06:46) Build an Automatic Date Table in Excel Power Pivot. And then build Relationship.
22. (01:11:00) Introduction to Time Intelligence DAX Functions. See TOTALYTD DAX Function
23. (01:13:47) Introduction to CALCULATE Function: Function that can “see” Data Model and can change the Filter Context. (01:18:00) Also see the ALL and DIVIDE DAX Functions. Create formula for “% of Grand Total”. Also learn about (01:21:30) Context Transition and the Hidden CALCULATE on all Measures.
24. (01:27:18) DAX Formula Benefits.
25. (01:28:00) Example of DAX Formula that is easier to author than if we tried to do it with a Standard Pivot Table or Array Formulas
26. (01:31:50) AVERAGEX Function (Iterator Function) to calculate Average Daily Revenue.
27. (01:34:00) Filter Context (Second Look) AVERAGEX Iterator Function
28. (01:36:16) Build Dashboard. Create multiple DAX Formulas. Create Multiple Data Model PivotTables and a Data Model Chart.
29. (01:38:38) Create Measures for Gross Profit and Gross Profit %
30. (01:41:27) Continue making more Data Model PivotTables.
31. (01:41:50) Make Data Model Pivot Chart.
32. (01:45:10) Conditional Formatting for Data Model PivotTable.
33. (01:46:22) DAX Text Formula for title of Dashboard
34. (01:47:50) CUBE Function to Convert Data Model PivotTable to Excel Spreadsheet Formulas.
35. (01:50:05) Adding New Data and Refreshing.
36. (01:50:40) Update Excel Power Pivot Automatic Date (Calendar) Table. Clue is the blank in the Dimension Table Filter.
37. (01:52:20) How to Double Check that a DAX Formula is yielding the correct answer?
38. (01:53:22) DAX Table Functions. See CALCULATETABLE DAX Function.
39. (01:55:07) DAX Studio to visualize DAX Table Functions, and to efficiently create DAX Formulas
40. (02:00:12) Existing Connections to import data from Data Model into an Excel Sheet
(02:03:15) Summary

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Create Column of 8 Excel Text Formulas from Rectangle Range with Single Spilled Formula. #Short 56

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch10/ExcelShort55-56.xlsx
Learn how to create text formula labels from a rectangualr range with elements that the formula needs from the column headers and row headers. Amazing Dynamic Spilled Array Formula. See the TEXT, FOMULATEXT and TOCOL functions as well as the Ampersand, the Join Operator.

Learn #excel #excelformulas #excelfunctions #Short #textformatting #ampersand #formulatext #excelisfun

Excel’s Amazing SCAN Function: Spill Formula That Acts On Previous Spilled Value!?! #Short Excel 55

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch10/ExcelShort55-56.xlsx
Learn how to spill an array of estimated stock values based on an initial stock value and an array of various changing return % values. See the functions SCAN, REDUCE and PRODUCT.

Learn #excel #excelformulas #excelfunctions #Short #lambda #lambdaexpression #scan #reduce #scanfunction #excelscan

Net Present Value Profile Spilled Formula: Table and X-Y Scatter Chart. #Short 54. ACCTG 455 #68.4

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch08/ExcelShort51-54.xlsx
Learn how to create a dynamic spilled array formula to build a Net Present Value Profile Table based on varying Required Rate of Return values and then build a chat to visualize the relationship between RRR and NPV. See how to visualize with an X-Y Scatter Chart.

Your Connections are a MESS! Let’s clean it up…

Posted on by Annie D

Have you ever looked at the Connections area in Microsoft Fabric? Even all the Power BI folks should look at this! It can get out of control. Patrick shows how he approaches the chaos of connections.

Data source management
https://learn.microsoft.com/fabric/data-factory/data-source-management

📢 Become a member: https://guyinacu.be/membership

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Want to take your Power BI skills to the next level? We have training courses available to help you with your journey.

🎓 Guy in a Cube courses: https://guyinacu.be/courses

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LET’S CONNECT!
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— http://twitter.com/guyinacube
— http://twitter.com/awsaxton
— http://twitter.com/patrickdba
— http://www.facebook.com/guyinacube
— https://www.instagram.com/guyinacube/
— Continue reading “Your Connections are a MESS! Let’s clean it up…” →

Exploring AI in Application Development

Posted on by Annie D

***** Video Details *****
Discover how AI is revolutionizing application development, enabling you to build apps 10x faster and at a fraction of the cost. This video explores AI-powered tools, automation strategies, and best practices to streamline your development process and maximize efficiency. Whether you’re a beginner or an experienced developer, you’ll gain insights into leveraging AI for smarter, more cost-effective app creation.

***** Related Links *****
https://lovable.dev/

***** Learning with Enterprise DNA *****
FREE Courses – https://bit.ly/45fu3tw
FREE Resources – https://bit.ly/455Hw6O
EDNA Learn – https://app.enterprisedna.co/app
Data Mentor – https://mentor.enterprisedna.co/
EDNA Chat – Continue reading “Exploring AI in Application Development” →

Internal Rate of Return = IRR (Rate at Which NPV = 0). #Short 53. ACCTG 455 #68.3

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch08/ExcelShort51-54.xlsx

Learn how to calculate the Internal Rate of Return for a set of cash flows, including the cash flow at time zero. Learn about the IRR Excel function.

Learn #excel #excelformulas #excelfunctions #text
#npv #irr #netpresentvalue #internalrateofreturn

Upgrade to a free Microsoft Fabric Trial? I already have capacity!

Posted on by Annie D

I wanted to start using some of the new Preview features in Microsoft Fabric when I got a message saying I needed to “Upgrade to a free Microsoft Fabric Trial”. Huh??? I already have the workspace in a Capacity! Adam explains what might be happening.

Create a SQL database in the Fabric portal
https://learn.microsoft.com/fabric/database/sql/create

Create an AI skill (preview)
https://learn.microsoft.com/fabric/data-science/how-to-create-ai-skill

📢 Become a member: https://guyinacu.be/membership

*******************

Want to take your Power BI skills to the next level? We have training courses available to help you with your journey.

🎓 Guy in a Cube courses: <a href="https://guyinacu.be/courses" target="_blank" Continue reading “Upgrade to a free Microsoft Fabric Trial? I already have capacity!” →

Net Present Value: Do We Buy Asset? PV or NPV Function? #Short 52. ACCTG 455 #68.2

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch08/ExcelShort51-54.xlsx
Learn how to calculate the Net Present Value to determine if you should buy and asset. Learn the PV and NPV Excel Financial Functions.

Learn #excel #excelformulas #excelfunctions #text #npv #pv
#capitalbudgeting #netpresentvalue

Excel Three Bots Versus Three Gurus Episode 2672

Posted on by Annie D

Microsoft Excel Tutorial: Solving a Text Comparison Problem: 3 AI Bots versus 3 Humans.

To download the workbook from today: https://www.mrexcel.com/youtube/GPLLrcq3D3A/

The battle is on! In Episode 2672, we’re pitting three AI bots (Deep Seek, Copilot, and Beta Copilot with Python) against three (and a half) human Excel gurus (Rico, XLLambda, and Geert). Who will come up with the best solution for an Excel text comparison problem?

This challenge comes from Brian, who wanted to compare two text strings and extract the differences. Seems simple, right? Well, not quite! My initial formula had some issues, so I turned to Continue reading “Excel Three Bots Versus Three Gurus Episode 2672” →

Build Text Formula for Dynamic Label For Financial Model. #Short 51. ACCTG 455 #68.1

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch08/ExcelShort51-54.xlsx
Learn how to build a dynamic text formula using:
1. “Text is Quotes”
2. Join Operator = & (Shift 7)
3. Text Functions like:
• DOLLAR = Currency Number Format to Number
• TEXT = Any Number Format to Number
• FIXED Number Format to Number
• TEXTJOIN = Joins Text with Delimiter

Learn #excel #excelformulas #excelfunctions #text
#textformatting

Visualize How Stock Values Changes as Required Rate of Return Changes. #Short 50. ACCTG 455 #63.2

Posted on by Annie D

Download Excel file: https://people.highline.edu/mgirvin/AllClasses/455/ch07/ExcelShort49-50.xlsx
Learn how to spill the constant dividend stock price model formula as the required rate of return changes and then plot the results using an X-Y Scatter Chart.
Learn #excel #excelformulas #excelfunctions #Chart #Excelchart #XYSCATTER