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Solution for Two Fact Tables: Power Query or DAX formulas or Worksheet Formulas? 365 MECS Class 18

Create Reports & Visuals from Two Fact Tables with Different Grains. 3 Solutions. 365 MECS Class 18
Download Zipped Folder with All Files: https://excelisfun.net/files/18-M365ExcelClassVideoFiles.zip
50 pages of pdf notes: https://excelisfun.net/files/18-M365ExcelClass.pdf
This video shows how to deal with Two Fact Tables with Different Grains. Learn three solutions: 1) Power Query, DAX Formulas or Worksheet Formulas. Learn how to create reports and visuals from Two Fact Tables with Different Grains.

This full free Microsoft 365 Excel & Power BI class is taught by Excel MVP and Highline College Professor and can be found here: https://www.youtube.com/playlist?list=PLrRPvpgDmw0nre_bTeBfJWjrnixKoyNtW
This video covers.
1. (00:00) Introduction and video topics
2. (00:47) Fundamental Problem with Two Fact Tables with Different Grains
3. (04:50) Look at Three Methods to solve problem: 1) Worksheet Formulas and Standard PivotTable, 2) DAX Formulas, or 3) Power Query Transformation
4. (06:08) Allocating Invoice Grain Discount and Ship Costs Down to Smaller Line Item Grain
5. (07:40) Worksheet Formulas and Standard PivotTable Solution. Lots of XLOOKUP and SUMIFS functions in various helper columns to create a flat table that can be used in a Standard PivotTable.
6. (17:46) DAX Formula Solution (Calculated Columns and Measures) to allocate amounts and create a single Fact table at the correct grain.
7. (27:12) Power Query Solution (in Power BI Desktop) to transform the data into an efficient Star Schema Data Model.
8. (36:30) Video Summary and Conclusions
9. (36:56) Practice Problem / Homework Problem
10. (37:07) Closing and Video Links

Song in video: Rock Intro 3 by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ . Artist: http://audionautix.com/

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Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.