Month: November 2018

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

Posted on by Annie D

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Assigned Homework:
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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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Excel Dynamic Array: Column of Records into Proper Data Set (Excel Magic Trick 1531)

Posted on by Annie D

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In this video see how to use Excel Dynamic Array Formulas to convert a column of records into a Proper Data Set. This is a great trick from Bill Szysz.
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Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)

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Excel Dynamic Arrays: Accounting: Dynamic Schedule of Accounts (Excel Magic Trick 1530)

Posted on by Annie D

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In this video learn how to create a dynamic Schedule of Accounts based on an Expenses Category Formula Inpout. When we change the Expenses Category, a new report appears.
In this video see these Excel Features:
SORT Array Function
UNIQUE Array Function
Data Validation List Dropdown
FILTER Array Function
SEQUENCE Array Function
COUNTIFS Function
IF Function
ROWS Function
SUMIFS Function
Conditional Formatting
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)

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Excel Dynamic Arrays: FILTER Array Function AND & OR Logical Tests (Excel Magic Trick 1529)

Posted on by Annie D

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This video teaches all about AND Logical tests and OR Logical Test and the intricacies of how to construct and use them in Excel, including single cell logical Test sand Array Logical tests. It also examines how Excel Functions and Features interprets FALSE and 0 (zero) as FALSE and TRUE and Any Non-Zero Number as a TRUE. Then we take the lessons of Logical tests and Apply them in Various ways in the FILTER ARRAY Function.
We also get to see a great trick from Peter Bartholomew about how to create a shorter formula than the one as seen in Excel Magic Trick 1521.
We also entertain a question from John Borg about an OR Logical Test inside the FILTER Function.
Reference video about FILTER Function EMT 1521: https://www.youtube.com/watch?v=5zRab2Grz7Q
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516): https://www.youtube.com/watch?v=7jJMDGZpjSk

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Excel Dynamic Arrays & Charts: Spilled Arrays in Charts with Defined Names (Excel Magic Trick 1527)

Posted on by Annie D

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This video discusses how to get Spilled Arrays into Charts. Direct Spilled Arrays don’t seem to work, but we can use the Old Fashion Method and use Defined Names to point to our Spilled Arrays..
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Excel Dynamic Arrays: Fully Dynamic Cross Tabulated Reports? Unbelievable! EMT 1520 : https://www.youtube.com/watch?v=ZXn0D4Ch7zg

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Excel Dynamic Arrays: Cross Tabulated Report, Totals Top & Left MMULT Array Function (EMT 1526)

Posted on by Annie D

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This video is a follow up to EMT 1520. In this video we see how to create fully Dynamic Cross Tabulated Report driven by formula inputs, and have totals at the Left and Above using the MMULT Array Function.
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)
Related Videos:
Original video about Cross Tab Report, EMT 1520: https://www.youtube.com/watch?v=ZXn0D4Ch7zg
Cross Tab Report with totals at bottom and Right, EMT 1528: https://www.youtube.com/watch?v=wHeXjYQGvX8
MMULT Array Function Video: https://www.youtube.com/watch?v=RyorWHIKPC0

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Excel Dynamic Arrays & Conditional Formatting for Spilled Arrays (Excel Magic Trick 1525)

Posted on by Annie D

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In this video learn about Spilled Dynamic Arrays & Conditional Formatting.
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)

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Dynamic Spilled Arrays: Show All Formulas For All Columns in Cells as Auditing Trail EMT 1524

Posted on by Annie D

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In this video learn how to take multiple columns filed with formulas and list all the formulas and the cell reference that the formula sits in in a Vertical Column with a single cell formula. See the Functions: ADDRESS, ROW, COLUMN, FOMULATEXT, IFNA and TRANSPOSE.
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)

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Excel Dynamic Arrays: Data Validation List Dropdown: Unique, Sorted & No Blanks EMT 1523

Posted on by Annie D

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In this video learn how to create a Data Validation Dropdown List that contains only a Sorted, Unique List with No Blanks based on a column in a Table . See the New Office 365 Dynamic Arrays and the UNIQUE, SORT and FILTER Array Functions, as well as the Spilled Array Notation (Syntax) for the Data Validation Drop Down List Dialog Box.
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Full Lesson on these new Dynamic Arrays and new Excel Calculation Engine: Comprehensive Excel Dynamic Array Formula Lesson: The Power of Array Formulas (EMT 1516)

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