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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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Power BI & DAX Master Class – Fundamentals of DAX

TO VIEW REPLAY & DOWNLOAD RESOURCE REGISTER HERE – https://ift.tt/2oFQZlZ

When is it?
October 14th, 4pm New York (EDT), 1pm Los Angeles (PDT), 9pm London (BST)
October 15th, 7am Sydney (AEDT), 9am Auckland (NZDT)

Where is it? Join in from your laptop, desktop or connected device

Who’s doing it?
Presented by Sam McKay, Founder of Enterprise DNA – Driving an analytical movement through using Power BI!

During This Free Training, You Will Learn:

– Review the concept of context
– Iterating vs Aggregating functions
– Understand how DAX works w/ the data model
– How to structure and organize your measures

If you have questions regarding this training, please send it at https://ift.tt/2xDKj94

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MSPTDA 32: Slowly Changing Dimensions Team-Employee Report with Worksheet Formulas

Download files for videos: https://ift.tt/31gqHEm
Pdf files with notes: https://ift.tt/2IOoqtJ

In this video learn about how to deal with a “Slowly Changing Dimensions”, which is the Dimension = Employee and the changing Attribute = Team. Learn about the basics of “Slowly Changing Dimensions”. See a solution for reporting Teams and Employee Sales Over Time using the Worksheet Functions: SUMIFS and FILTER. Solution is shown for Office 365 Excel and older versions of Excel.
Topics:
1. (00:07) Introduction
2. (00:41) Basics of “Slowly Changing Dimensions” and what desired report looks like.
3. (02:12) Look at Worksheet, Power Query M Code and DAX Formulas for 3-way lookup.
4. (02:48) Excel Worksheet Solution
5. (03:40) FILTER Function for 3-way lookup (Office 365)
6. (05:54) INDEX and MATCH 3-way lookup formula (versions other than Office 365)
7. (06:10) SUMIFS Function
8. (08:00) Summary

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

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How to deal with errors in Power Query (2 ways)

In today’s video, I am going to show you how to manage errors in power query two ways: the “official one” and a faster way (that could be a lot faster 😉
#curbal #powerquery #powerbi

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

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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!

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

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

#CURBAL #SUBSCRIBE

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Repeat ROW and COLUMN Headers on Each page in Excel

In this video, I will show you how to repeat row and column headers for each page in Excel.

This is especially useful when you’re printing a report that has a lot of data. You can use the method shown in this video to make sure the rows and column headers appear on each page of the printed report.

This can be done by changing a setting in the Page Setup dialog box.

This video is a part of my ‘Excel is two-minute’ series, where I share simple and quick tips to help you speed up your work and be more efficient

Subscribe to this YouTube channel to get updates on Excel Tips and Excel Tutorials videos – https://www.youtube.com/c/trumpexcel

This YouTube channel is managed by Sumit Bansal (who also runs the TrumpExcel website). This channel is meant for people who want to learn Excel.

It covers a lot of Excel basics and advanced Excel topics such as Excel Formulas, Functions, Pivot Table, Shortcuts, Excel VBA, Macros, Excel Dashboards, Excel Charts, Conditional Formatting, Power Query, etc. Please subscribe to this channel to be the first to know when new Excel tutorials come out.

You can find a lot of useful Excel resources on the following site: https://trumpexcel.com/

#Excel #ExcelTips #Excelin2Minutes

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Power BI & DAX Master Class – Data Model Design Deep Dive

TO VIEW REPLAY & DOWNLOAD RESOURCE REGISTER HERE – https://ift.tt/2oFQZlZ

When is it?
October 13th, 4pm New York (EDT), 1pm Los Angeles (PDT), 9pm London (BST)
October 14th, 7am Sydney (AEDT), 9am Auckland (NZDT)

Where is it? Join in from your laptop, desktop or connected device

Who’s doing it?
Presented by Sam McKay, Founder of Enterprise DNA – Driving an analytical movement through using Power BI!

During This Free Training, You Will Learn:

– Learn how to optimize data
– Setup data model structure
– Relationship best practices
– Unique data model designs
– Working w/ multiple tables

If you have questions regarding this training, please send it at https://ift.tt/2xDKj94

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Highlight Dates that are Past the Due Date in Excel (or about to be due)

In this video, learn how to highlight cells with dates that are past the due date.

This can easily be done using the TODAY function in conditional formatting.

In this video, I cover the following two examples:
⏵ How to highlight dates that are past the due date
⏵ How to highlight dates where the due date is in the next 5 days

This video is a part of my ‘Excel is two-minute’ series, where I share simple and quick tips to help you speed up your work and be more efficient

Subscribe to this YouTube channel to get updates on Excel Tips and Excel Tutorials videos – https://www.youtube.com/c/trumpexcel

This YouTube channel is managed by Sumit Bansal (who also runs the TrumpExcel website). This channel is meant for people who want to learn Excel.

It covers a lot of Excel basics and advanced Excel topics such as Excel Formulas, Functions, Pivot Table, Shortcuts, Excel VBA, Macros, Excel Dashboards, Excel Charts, Conditional Formatting, Power Query, etc. Please subscribe to this channel to be the first to know when new Excel tutorials come out.

You can find a lot of useful Excel resources on the following site: https://trumpexcel.com/

#Excel #ExcelTips #Excelin2Minutes

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How to Split Each Excel Sheet Into a Separate File

In this video, I will show you how to split each worksheet in Excel into a separate Excel file/workbook.

Below is the VBA code used in the video:

‘Code Created by Sumit Bansal from TrumpExcel.com
Sub SplitEachWorksheet()
Dim FPath As String
FPath = Application.ActiveWorkbook.Path
Application.ScreenUpdating = False
Application.DisplayAlerts = False
For Each ws In ThisWorkbook.Sheets
ws.Copy
Application.ActiveWorkbook.SaveAs Filename:=FPath & “\” & ws.Name & “.xlsx”
Application.ActiveWorkbook.Close False
Next
Application.DisplayAlerts = True
Application.ScreenUpdating = True
End Sub

To use this code, you need to save the Excel workbook (from which you want to split the worksheets) in the same folder where you want the individual files.

This video is a part of my ‘Excel is two-minute’ series, where I share simple and quick tips to help you speed up your work and be more efficient

Subscribe to this YouTube channel to get updates on Excel Tips and Excel Tutorials videos – https://www.youtube.com/c/trumpexcel

This YouTube channel is managed by Sumit Bansal (who also runs the TrumpExcel website). This channel is meant for people who want to learn Excel. It covers a lot of Excel basics and advanced Excel topics such as Excel Formulas, Functions, Pivot Table, Shortcuts, Excel VBA, Macros, Excel Dashboards, Excel Charts, Conditional Formatting, Power Query, etc. Please subscribe to this channel to be the first to know when new Excel tutorials come out.

You can find a lot of useful Excel resources on the following site: https://trumpexcel.com/

#Excel #ExcelTips #Excelin2Minutes

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XLOOKUP or VLOOKUP & Dynamic Arrays to Deliver Table of Lookup Values! –- Excel Magic Trick 1611

Download Excel File: https://ift.tt/2IFd37a
Learn about how to use XLOOKUP or VLOOKUP to lookup a rectangular range of lookup values and return a rectangular range of returns values.

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DAX Fridays! #145: SUMMARIZECOLUMS

In today’s #daxfridays we will cover the DAX function SUMMARIZECOLUMNS and compare it to SUMMARIZE.

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

Link to DAX Fridays survey: http://bit.ly/2MMM4KK

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 #SUBSCRIBE

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DAX Fridays! #145: SUMMARIZECOLUMS

In today’s #daxfridays we will cover the DAX function SUMMARIZECOLUMNS and compare it to SUMMARIZE.

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

Link to DAX Fridays survey: http://bit.ly/2MMM4KK

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 #SUBSCRIBE

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