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

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

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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Two Lookup Values for Excel Lookup? Two Examples: FILTER or INDEX? – Excel Magic Trick 1590

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Learn how to lookup up an item based on two lookup values. See two methods: FILTER Function or INDEX Function. Learn about the join operator to join the two lookup values and to join the two lookup columns.

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excelisfun Flashback Friday 03: VLOOKUP & Data Validation

Download Excel File: https://ift.tt/2Mzsu3z
In this video learn How to use Defined Names, Data Validation Drop Down List and VLOOKUP to lookup a price based on a product name.
This is an excelisfun YouTube Channel Flashback Friday back to a video that I made in 2008.

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DAX Fridays! #137: Correlation, causation, 🍦 and sharks

In todays DAX fridays video, I will talk about correlation and causation and how you can try to prove causation once you find correlation between two variables.

Spurious correlations website: https://ift.tt/2iWovBV
Image source:https://ift.tt/2KCnqKm

Get Northwind Dataset: https://www.youtube.com/watch?v=k3NMIlLffrU

Link to EXCEL SURVEY: https://1drv.ms/xs/s!Ar8CDNp8cGTcgjaHonN82T8I1jQT

Here you can download all the pbix files: https://ift.tt/2yGx9Ih

SUBSCRIBE to learn more about Power and Excel BI!
https://www.youtube.com/channel/UCJ7UhloHSA4wAqPzyi6TOkw?sub_confirmation=1

☼☼☼☼☼☼☼☼☼☼

POWER BI COURSES:

Want to learn Power BI? How about you take one of our courses? Here you can find the available courses:
https://ift.tt/2NEZM2b

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ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: https://ift.tt/2qhiZvU

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If you feel that any of the videos, downloads, blog posts that I have created have been useful to you and you want to help me keep on going, here you can do a small donation to support my work and keep the channel running:

https://ift.tt/2NrgChB

Many thanks in advance!Here you can download all the pbix files: https://ift.tt/2yGx9Ih

▲▲▲▲▲▲▲▲▲▲

Our PLAYLISTS:
– Join our DAX Fridays! Series: https://goo.gl/FtUWUX
– Power BI dashboards for beginners: https://goo.gl/9YzyDP
– Power BI Tips & Tricks: https://goo.gl/H6kUbP
– Power Bi and Google Analytics: https://goo.gl/ZNsY8l

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

What gear do I use to make my videos and run my business? Below you will find a list of most of my gear. The links on the store are affiliate links, meaning if you buy something from them, amazon will give a small commission and you will be supporting my channel indirectly. Thanks in advance!

https://ift.tt/2I8nl09

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

QUESTIONS? COMMENTS? SUGGESTIONS? You’ll find me here:
Linkedin ► https://goo.gl/3VW6Ky
Twitter ► @curbalen, @ruthpozuelo
Facebook ► https://goo.gl/bME2sB

#daxfridays #curbal #dax #powerbi #mvp

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DAX Fridays! #136: Correlation, causation, 🍦 and sharks

In todays DAX fridays video, I will talk about correlation and causation and how you can try to prove causation once you find correlation between two variables.

Spurious correlations website: https://ift.tt/2iWovBV
Image source:https://ift.tt/2KCnqKm

Get Northwind Dataset: https://www.youtube.com/watch?v=k3NMIlLffrU

Link to EXCEL SURVEY: https://1drv.ms/xs/s!Ar8CDNp8cGTcgjaHonN82T8I1jQT

Here you can download all the pbix files: https://ift.tt/2yGx9Ih

SUBSCRIBE to learn more about Power and Excel BI!
https://www.youtube.com/channel/UCJ7UhloHSA4wAqPzyi6TOkw?sub_confirmation=1

☼☼☼☼☼☼☼☼☼☼

POWER BI COURSES:

Want to learn Power BI? How about you take one of our courses? Here you can find the available courses:
https://ift.tt/2NEZM2b

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: https://ift.tt/2qhiZvU

▼▼▼▼▼▼▼▼▼▼

If you feel that any of the videos, downloads, blog posts that I have created have been useful to you and you want to help me keep on going, here you can do a small donation to support my work and keep the channel running:

https://ift.tt/2NrgChB

Many thanks in advance!Here you can download all the pbix files: https://ift.tt/2yGx9Ih

▲▲▲▲▲▲▲▲▲▲

Our PLAYLISTS:
– Join our DAX Fridays! Series: https://goo.gl/FtUWUX
– Power BI dashboards for beginners: https://goo.gl/9YzyDP
– Power BI Tips & Tricks: https://goo.gl/H6kUbP
– Power Bi and Google Analytics: https://goo.gl/ZNsY8l

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

What gear do I use to make my videos and run my business? Below you will find a list of most of my gear. The links on the store are affiliate links, meaning if you buy something from them, amazon will give a small commission and you will be supporting my channel indirectly. Thanks in advance!

https://ift.tt/2I8nl09

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

QUESTIONS? COMMENTS? SUGGESTIONS? You’ll find me here:
Linkedin ► https://goo.gl/3VW6Ky
Twitter ► @curbalen, @ruthpozuelo
Facebook ► https://goo.gl/bME2sB

#daxfridays #curbal #dax #powerbi #mvp

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Grouping visuals in Power BI – Power BI Desktop update August 2019

In today’s video I will show you how grouping visuals work in power bi and when it doesn’t as well as 2 improvement possibilities for this feature.
#curbal #powerweek #powerbi

Power bi desktop update august 2019
Here you can download all the pbix files: https://ift.tt/2yGx9Ih

SUBSCRIBE to learn more about Power and Excel BI!
https://www.youtube.com/channel/UCJ7UhloHSA4wAqPzyi6TOkw?sub_confirmation=1

Our PLAYLISTS:
– Join our DAX Fridays! Series: https://goo.gl/FtUWUX
– Power BI dashboards for beginners: https://goo.gl/9YzyDP
– Power BI Tips & Tricks: https://goo.gl/H6kUbP
– Power Bi and Google Analytics: https://goo.gl/ZNsY8l

☼☼☼☼☼☼☼☼☼☼

POWER BI COURSES:

Want to learn Power BI? How about you take one of our courses? Here you can find the available courses:
https://ift.tt/2NEZM2b

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: https://ift.tt/2qhiZvU

▼▼▼▼▼▼▼▼▼▼

If you feel that any of the videos, downloads, blog posts that I have created have been useful to you and you want to help me keep on going, here you can do a small donation to support my work and keep the channel running:

https://ift.tt/2NrgChB

Many thanks in advance!

▲▲▲▲▲▲▲▲▲▲

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

What gear do I use to make my videos and run my business? Below you will find a list of most of my gear. The links on the store are affiliate links, meaning if you buy something from them, amazon will give a small commission and you will be supporting my channel indirectly. Thanks in advance!

https://ift.tt/2I8nl09

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

QUESTIONS? COMMENTS? SUGGESTIONS? You’ll find me here:
Linkedin ► https://goo.gl/3VW6Ky
Twitter ► @curbalen, @ruthpozuelo
Facebook ► https://goo.gl/bME2sB

View on YouTube

Enterprise DNA Learning Summit – August 2019, Optimizing DAX Formulas

EVENT DETAILS – https://ift.tt/2OPUJOe

Session 6: Optimizing DAX Formulas

During this session we’ll be looking at a number of ideas around improving and optimizing DAX formula that you create. Enterprise DNA has a number of best practices around setting up your measures within your model.

We’ll be covering what steps you should take if you’re finding that your formulas are working very slow. Also, it’s important to gain an understanding of what certain functions are doing when used in combination with each other, so we’ll be reviewing many ideas here as well.

• Learn to structure your formulas correctly
• Master the proper syntax and best practices for measures
• Understand why your formula is working slowly
• Learn auditing techniques to optimize your measures
• Understands more deeply how formulas are calculated

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Enterprise DNA Learning Summit – August 2019, Budgeting Techniques

EVENT DETAILS – https://ift.tt/2OPUJOe

Session 5: Budgeting Techniques

During this session, we’ll be covering a number of high-level budgeting concepts when working in Power BI. These techniques are some of the more advanced modeling and formula concepts that can be utilized in Power BI.

The key in this session is understanding how important it is to structure your model correctly to then simplify the formula logic that you need to write.

• Learn to deal w/ data at different granularity
• Manage a more complex data model
• Learn how to create virtual relationships using TREATAS
• Review Actuals vs Targets overtime

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Power Query Running Count with Grouping & Add Index – Excel Magic Trick 1589

Download Excel File: https://ift.tt/2KJWVBK
Learn how to Create a Running Count for Product Names using the Grouping and Add Index Feature. Learn how to edit your M Code. See the Power Query functions: Table.AddColumn, Table.Group, Table.AddIndexColumn and Table.Combine. This trick is a method that can calculate more quickly than the method seen in Excel Magic Trick 1588. This trick comes from our YouTube Teammates Vida and Bill Szysz.

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Enterprise DNA Learning Summit – August 2019, DAX Formula Combinations

EVENT DETAILS – https://ift.tt/2OPUJOe

Session 4: DAX Formula Combinations

When looking to scale your work in Power BI, you want to understand how you can reuse DAX formula combinations throughout your model. The speed in which you can create detailed analysis is significant when you utilize these techniques.

I will be covering techniques such as cumulative totals, grouping, averaging, and more.

• How to scale your development w/ DAX
• How to quickly create compelling analysis
• Analyze trends and time-based information
• Learn to re-use similar combinations of formula

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#D50 Reuse and customize your Power BI service usage reports

In today’s video I am going to show you how to reuse and modify your power bi Usage reports 🙂

This trick was shared by Kasper DeJonge here: https://ift.tt/2uXB0wH and there you will find the link to Gilbert’s post too. Enjoy!

You can download the pbix files here: https://ift.tt/2yGx9Ih and then community downloads number #50.

SUBSCRIBE to learn more about Power and Excel BI!
https://www.youtube.com/channel/UCJ7UhloHSA4wAqPzyi6TOkw?sub_confirmation=1

Our PLAYLISTS:
– Join our DAX Fridays! Series: https://goo.gl/FtUWUX
– Power BI dashboards for beginners: https://goo.gl/9YzyDP
– Power BI Tips & Tricks: https://goo.gl/H6kUbP
– Power Bi and Google Analytics: https://goo.gl/ZNsY8l

☼☼☼☼☼☼☼☼☼☼

POWER BI COURSES:

Want to learn Power BI? How about you take one of our courses? Here you can find the available courses:
https://ift.tt/2NEZM2b

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: https://ift.tt/2qhiZvU

▼▼▼▼▼▼▼▼▼▼

If you feel that any of the videos, downloads, blog posts that I have created have been useful to you and you want to help me keep on going, here you can do a small donation to support my work and keep the channel running:

https://ift.tt/2NrgChB

Many thanks in advance!

▲▲▲▲▲▲▲▲▲▲

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

What gear do I use to make my videos and run my business? Below you will find a list of most of my gear. The links on the store are affiliate links, meaning if you buy something from them, amazon will give a small commission and you will be supporting my channel indirectly. Thanks in advance!

https://ift.tt/2I8nl09

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

QUESTIONS? COMMENTS? SUGGESTIONS? You’ll find me here:
Linkedin ► https://goo.gl/3VW6Ky
Twitter ► @curbalen, @ruthpozuelo
Facebook ► https://goo.gl/bME2sB

View on YouTube