Category: DAX

How To Use Variables In DAX Formula With Power BI [2023 Update]

Posted on by Annie D

Learning how to use variables in DAX formulas is beneficial for data analysts because it allows them to simplify their code and make it easier to read and understand. Variables can be used to store intermediate results, making complex calculations more manageable and reducing the risk of errors. Additionally, using variables can help to optimize query performance, as calculations that are reused multiple times can be cached in memory.

Using variables can make it easier to debug code, as it allows analysts to isolate and test individual parts of the calculation. In this tutorial, Sam will demonstrate how you can Continue reading “How To Use Variables In DAX Formula With Power BI [2023 Update]” →

Organize your DAX measures

How To Organize Your DAX Measures in Power BI Folders and Make Finding Them A Breeze

Posted on by Bb

As you progress in Power BI, you will gradually be working with more DAX measures and calculations. As a result, things can easily get cluttered. Today you will learn a few valuable tips and tricks on how to organize your DAX measures for a more efficient workflow. Hopefully this will help you and become a standard practice!

Watch the video for step by step instructions and a full explanation.

To summarize, Reid shows us how to add a new table and move our measures to it so they are together in one place.

He then shows us how to convert this into a folder, and then subsequently create subfolders to further organize your DAX measures in the model. Reid continues on to show us how we can have a measure in multiple locations if it makes sense.

What a great way to manage the measures as they grow in number!

***** Video Details *****
00:00 Introduction
00:33 Root folders
01:32 Subfolders
03:30 Actual Amount VTB

***** Learning Power BI? *****
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Average Last 3 Customer Sales: Power Query, DAX Measure or Worksheet Formula

Posted on by Annie D

Download Excel Finished Files: http://bit.ly/2K9SNfn
Entire page with all Excel Files for All Videos: http://bit.ly/1kSFWvs

In this video learn how to Average a customers last three sales (last three dates) using Excel Worksheet Formulas, Power Query M Code and a Power Pivot & Power BI DAX Measure.
Topics:
1. (00:07) Introduction
2. (00:50) Sort Method
3. (02:09) Excel Worksheet Formulas, including AGGREGATE and AVERAGEIFS functions.
4. (05:27) LARGE Function and New Excel Office 365 Calculation Engine
5. (08:15) Power Query M Code, including Table.Sort, List.Average and List.FirstN M Code functions
6. (12:46) Power Query Parameter Query with condition coming from Excel Worksheet
7. (14:05) Power Pivot & Power BI DAX Measure, including TOPN, CALCULATE and AVERAGE DAX Functions
8. (17:08) DAX Parameter from Excel Worksheet using VALUES DAX Function.
9. (18:43) Add new records to table and test formulas
10. (19:00) Fix Power Query Table.Sort bug using Dummy Insert Column
11. (20:08) Fix Power Query Table.Sort bug using Table.Sort function inside Table.Group Function
12. (22:12) Conclusion

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Cross Selling Matrix Deep Dive – Power BI & DAX Tutorial (Market Basket)

Posted on by Annie D

Cross Selling Matrix Deep Dive – Power BI & DAX Tutorial

In this tutorial we cover how to create a cross selling matrix.

This requires a full understanding of the concept of ‘context’ and much more.

Some advanced DAX formulas are covered in detail, especially table functions.

Plenty of great techniques to learn about during this one.

Enjoy!

Sam

***** Learning Power BI? *****

FREE COURSE – Ultimate Beginners Guide To Power BI – http://bit.ly/2SGof6C

FREE COURSE – Ultimate Beginners Guide To DAX – http://bit.ly/2AyEb3P

FREE – Power BI Resources – http://bit.ly/2C2aBn3

FREE – 60 Page DAX Reference Guide Download – http://bit.ly/2AyEc7T

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Enterprise DNA Membership – http://bit.ly/2AAqa5u

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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Power BI M Code for Moving Annual Total (MAT): Custom Function Power Query Custom Column – MSPTDA 10

Posted on by Annie D

Download Power BI Desktop START File: https://ift.tt/2BXmQEV
Download Power BI Desktop FINISHED File: https://ift.tt/2MZj7e5
Download pdf Notes about Power Query: https://ift.tt/2BXmSg1
Download Excel File with parallel Excel Example: https://ift.tt/2ojpNpi
Assigned Homework:
Download pdf file with homework description: https://ift.tt/2PfRSts
Example of Finished Homework in Power BI Desktop: https://ift.tt/2ojpP0o

In this Video learn Power Query M Code and Custom Functions to calculate Moving Annual Toatls.
Topics:
1. (00:15) Introduction
2. (01:10) Comment from YouTube that inspired the video. Verbal Description of the Data Model Transformation we want to make, including the Moving Annual Total Calculation.
3. (02:07) Thanks to Bill Szysz for Custom Function.
4. (02:18) Excel Example of Moving Annual Total
5. (03:30) Why Power Query and not Excel or DAX?
6. (03:43) Look at final solution and Custom Function to see what we are trying to accomplish, including a method to filter a table with in a Custom Column in Another Table and have the formula see criteria from the the Inner Table and the Outer Table.
7. (05:37) Step 1: Look at how we imported files
8. (06:07) Step 2: Extract a Sorted Unique List from the source Facet Table. Use Production Operator to get a List, then use the Table.Distinct and Table.Sort functions.
9. (07:31) Step 3: M Code to create a Crossjoin of all combinations of Months and Product Names with the steps: Extract Column, Convert to Start of Month, Extract Min and Max Dates, use List.Dates function to create range of dates, then merge using Custom Column to get all combinations of Months and dates.
10. (14:39) Step 4: Group BY Date and Product to get Monthly Totals.
11. (16:25) Step 5: Create Final Table with the steps: Merge Step 3 and Step 4, Remove Nulls, Add Custom Column to get One Year Back.
12. (20:15) Step 5: Sort and how it is different than Excel Sport.
13. (21:25) Step 5: Table.Buffer Function allows us to Buffer the Internal Table to prevent a call to the source table for every row in the table.
14. (22:22) Step 5: create Custom Column with Function to Calculate Moving Annual Totals (MAT).
15. (28:41) Add new data to test if everything updates
16. (29:06) 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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Microsoft Power Tools for Data Analysis: Dashboards & Reports. Class Introduction Video. MSPTDA #01.

Posted on by Annie D

Download Excel & pdf Files: https://ift.tt/2tiUtJK
This video introduces the topics that will be covered in this Highline College BI 348 Class:
Name of Class:
BI 348 – Microsoft Power Tools for Data Analysis:
• Power Query
• Power Pivot
• DAX
• Power BI Desktop
• Excel
For Creating:
• Data Models, Reports, Dashboards and Analytics
Taught by Mike excelisfun Girvin, Excel MVP 2013-2018
• A class about connecting to multiple source of data, transforming the data into a refreshable & dynamic data model, and building reports and dashboards to provide insightful and actionable information.

Prerequisites for this class:
• Busn 216: Excel Basics, https://www.youtube.com/playlist?list=PLrRPvpgDmw0n34OMHeS94epMaX_Y8Tu1k
• Busn 218: Advanced Excel, https://www.youtube.com/playlist?list=PLrRPvpgDmw0lcTfXZV1AYEkeslJJcWNKw
• Busn 210: Business Statistics, https://www.youtube.com/playlist?list=PLrRPvpgDmw0ngx_uPhvasTbOWLOztsaBj

What Version of Excel:
• Office 365 (updated each month)

What Version of Power BI Desktop:
• Free Tool we will download (update each month)

Over View of Topics for the class:
1. Data Analysis / Business Intelligence terms and concepts that we will learn in this class:
• Proper Data Set
• Fact Table
• Dimension Tables
• Relationships
• Star Schema
• ETL
• Measures
• Dashboards
• SQL
• Data Warehousing
 
2. Learn how to use Excel Power Query:
• Import Data from multiple sources
• Clean and Transform Data
• Create Data Components for Star Schema Data Models
• Load Data To Excel, the Data Model and Connection Only
• Replace Complicated Excel Solutions with Power Query Solution
• Use the Power query User Interface to create Power Query Solutions
• Learn about the Case Sensitive, Function-based M Code Language that is behind the scenes in Power Query
3. Learn how to use Excel Power Pivot:
• Excel Power Pivot provides:
i. Data Model where we can have multiple tables, formulas and relationships (Star Schema)
ii. Columnar Database to hold “Big Data” and process quickly over that “Big Data”
iii. New Formula Language called DAX:
1. Many More Calculations than in Standard PivotTable
2. Build One Formula that can work in many reports
3. Add Number Formatting to Formulas
• Excel Power Pivot to:
i. Replace VLOOKUP Formulas and Single Flat PivotTable Data Source with Multiple Tables, Relationships in the Data Model to create more efficient Reports & Dashboards
ii. Use Power Pivot Columnar Database to hold millions of rows of data
iii. DAX formulas have more Power than Standard PivotTable Calculations
4. Learn about Building Star Schema Data Models:
a. Why they are important in Power Pivot and Power BI Desktop
b. How to build them using:
i. Power Query
ii. Power Pivot
iii. DAX
iv. Power BI Desktop
5. Learn how to author DAX Formulas for Excel’s Power Pivot & Power BI Desktop:
a. Calculated Column Formulas for Data Model
b. Measure Formulas for PivotTables
c. DAX Functions like SUMX, CALCULATE, RELATED, and Much More…
d. Lean why we must create Explicit rather than Implicit formulas
e. Learn how Row Context works in formulas
f. Learn how Filter Context works in formulas
g. Learn about Scalar & Table Functions
h. Use DAX Studio to visualize and analyze DAX Formulas
6. Learn how to use Power BI Desktop:
a. Power Query to import, clean, transform and create Star Schema Data Models
b. Create Relationships
c. Create DAX Formulas
d. Build Interactive Visualizations
e. Build Dashboards
 
7. Learn how to use Excel:
• Spreadsheet Formulas & Functions
• Standard PivotTables
• Power Query
• Power Pivot
• Build Data Model PivotTables and the resultant Reports, Dashboards and Analytics
8. Building Refreshable, Insightful Dashboards
a. Build Excel Dashboards
b. Build Power BI Dashboards
9. Case Studies to practice using Power Pivot & Power BI Desktop for Reporting, Building Dashboards and Building Business Analytics Solutions

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Excel Magic Trick 1503: Free Book Give Away EMT 1493 – 1496 RAND & VLOOKUP Functions

Posted on by Annie D

In this video we give away a free book after the voting about which method was preferred in Allocating Header Invoice Amounts to the Line Item Transaction Table in these videos:
Related Videos:
EMT 1493: Excel Formulas & PivotTable: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495 Part 02: Power Query w Group By Rows: Allocate Invoice Amounts To Line Item Table
EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Item Table”

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EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Table”

Posted on by Annie D

Vote Here: https://ift.tt/2xfRczM

Download Excel File: https://ift.tt/2KRKAuz
Download Excel File: https://ift.tt/2x73V7S Finished.xlsx
Download Excel File: https://ift.tt/2J2pHi5 Finished.xlsx
Download Excel File: https://ift.tt/2GFTSX2
Download Excel File: https://ift.tt/2J2daeu Finished.xlsx
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
In this video learn how to take Invoice Shipping and Discount Amounts from an Invoice Level (Header) Transaction or Fact Table and allocate those amounts to the Invoice Line Item Level Fact Table so we can use the Line Level Product Criteria (Filter) to create a Shipping and Discount Amount Report by Product. This is a typical business problem where the grain (granularity) of the two Transaction / Fact Tables is different and in order to use a filter or condition / criteria from the Line Level Transaction / Fact Table we must first allocate the Header Level amounts to the Line Level.
Related Videos:
EMT 1493: Excel Formulas & PivotTable: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495 Part 02: Power Query w Group By Rows: Allocate Invoice Amounts To Line Item Table
EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Item Table”

Excel Magic Trick 1497

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EMT 1495 Part 02: Power Query with Group By Rows: Allocate Invoice Amounts To Line Item Table

Posted on by Annie D

Download Excel Start File:https://ift.tt/2GFTSX2
Download Excel Finished File: https://ift.tt/2J2pBXM
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs

In this video learn how to take Invoice Shipping and Discount Amounts from an Invoice Level (Header) Transaction or Fact Table and allocate those amounts to the Invoice Line Item Level Fact Table so we can use the Line Level Product Criteria (Filter) to create a Shipping and Discount Amount Report by Product. This is a typical business problem where the grain (granularity) of the two Transaction / Fact Tables is different and in order to use a filter or condition / criteria from the Line Level Transaction / Fact Table we must first allocate the Header Level amounts to the Line Level.
In this video we use Power Query to take the three tables and convert them using Merges (Joins) and Custom Columns in Power Query into our final report. This video is different than Part 01 because we use Group By Rows to avoid two merges. This trick comes from Bill Szysz.

Topics in this video:
1. (00:06) Introduction
2. (01:47) Compare Steps from first video to the steps we do this this video
3. (03:00) Start Query From Excel
4. (04:09) Duplicate Import Source Data
5. (04:40) Multiply Columns using Multiply feature to calculate “Line Sales”
6. (05:51) Merge to lookup Product Weight
7. (06:57) Multiply Columns using Multiply feature to calculate “Line Weight”
8. (07:14) Group By to aggregate Line Sales and Line Weight in order to get Invoice / Header Level Amounts, but we also Group By Rows to save the Line Item Level data so we can use it later in the query
9. (08:59) Merge to lookup Invoice Level Shipping and Discount Amounts
10. (10:31) Divide Columns using Divide feature to calculate “Invoice % Discount”
11. (11:31) Expand Group By Rows step from earlier in query to get line item detail
12. (12:30) Multiply Columns using Multiply feature to calculate “Line Discount”
13. (12:54) Create Custom Column to calculate “Line Shipping Costs”
14. (13:37) Edit the previous two columns by editing the Table.AddColumn function and add the Power Query Function Number.Round
15. (15:00) Group By to get Final Product Report
16. (16:50) Summary

Other Related Videos:
EMT 1493: Excel Formulas & PivotTable: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495 Part 02: Power Query with Group By Rows: Allocate Invoice Amounts To Line Item Table
EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Item Table”

Search terms in this video: Header Detail Granularity Reporting Problem, Invoice Level, Invoice Detail Level Mismatch, Invoice Granularity Mismatch Reporting Issue, Granularity Invoice Reporting Problem: Invoice Total / Invoice Detail, Reporting Invoice Shipping & Discount at Invoice Detail Level?, Allocating Invoice Totals to Invoice Detail Level (Granularity Reporting Problem), Header Detail Granularity Reporting Invoice Example, Header/Line Item Transactions, Header / Line Item Transactions Reporting Issues, Allocating Invoice Shipping & Discount to Product Report, Allocating Invoice Shipping & Discount to Invoice Line Level, Allocating Invoice Shipping Discount to Invoice Line Level, Two Fact Tables, Different Granularity, How To Allocate Header Amounts to Line Item Fact Table so we can Slicer by Product?, Allocate Invoice Header Amounts, To Transaction Line Item Table, Two Transaction Tables, Different Granularity, Slice Report by Product

Excel Magic Trick 1495 Part 02

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EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table

Posted on by Annie D

Download Excel Files: Start: https://ift.tt/2k9xwnR Finished: https://ift.tt/2rVV43k
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
In this video learn how to take Invoice Shipping and Discount Amounts from an Invoice Level (Header) Transaction or Fact Table and allocate those amounts to the Invoice Line Item Level Fact Table so we can use the Line Level Product Criteria (Filter) to create a Shipping and Discount Amount Report by Product. This is a typical business problem where the grain (granularity) of the two Transaction / Fact Tables is different and in order to use a filter or condition / criteria from the Line Level Transaction / Fact Table we must first allocate the Header Level amounts to the Line Level.
In this video we use Power BI Desktop to allocate Header Invoice Level Amounts down to the Line Item Level Table using both DAX Formulas and Functions and Power Query Functions (M Code), then we create our Interactive Visualizations.
Topics:
1. (00:06) Introduction
2. (01:04) Differences in Power BI Desktop & Power Pivot Excel
3. (01:21) What we need to do to Allocate the amount in Power BI Desktop & DAX
4. (03:23) See how to use Edit Queries to access Power Query (in Power BI Desktop) and Use Add Columns, multiply feature to create a Custom Column to calculate Line Sales in the Line Item Table using the Power Query Function (M Code) Table.AddColumn
5. (06:48) Sort a column in Power Query
6. (07:10) Add Invoice % Discount DAX Calculated Column in the Header Table using DIVIDE, SUMX & RELATEDTABLE DAX Functions
7. (9:20) Add Invoice Weight DAX Calculated Column in the Header Table using SUMX & RELATEDTABLE & RELATED DAX Functions
8. (11:00) DAX Calculated Column for Line Discount using multiplication and DAX RELATED Function
9. (11:30) ) DAX Calculated Column for Line Shipping using multiplication & three DAX RELATED Functions in the same formula!!!
10. (12:40) The different Power BI Icons for Measure & Calculated Columns as compared to Excel Power Pivot.
11. (12:57) Create Measures in Power BI Desktop. Measures for Total Discount & Shipping
12. (14:27) Hide Tables and Columns so they are hidden in Report View
13. (15:33) Create Interactive Visualization for Discount & Shipping by Product.
14. (17:40) Summary
Related Videos:
EMT 1493: Excel Formulas & PivotTable: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Item Table”

Search terms in this video: Header Detail Granularity Reporting Problem, Invoice Level, Invoice Detail Level Mismatch, Invoice Granularity Mismatch Reporting Issue, Granularity Invoice Reporting Problem: Invoice Total / Invoice Detail, Reporting Invoice Shipping & Discount at Invoice Detail Level?, Allocating Invoice Totals to Invoice Detail Level (Granularity Reporting Problem), Header Detail Granularity Reporting Invoice Example, Header/Line Item Transactions, Header / Line Item Transactions Reporting Issues, Allocating Invoice Shipping & Discount to Product Report, Allocating Invoice Shipping & Discount to Invoice Line Level, Allocating Invoice Shipping Discount to Invoice Line Level, Two Fact Tables, Different Granularity, How To Allocate Header Amounts to Line Item Fact Table so we can Slicer by Product?, Allocate Invoice Header Amounts, To Transaction Line Item Table, Two Transaction Tables, Different Granularity, Slice Report by Product

Excel Magic Trick 1496

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EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table

Posted on by Annie D

Download Excel Files: Start: https://ift.tt/2rJIEMK Finished: https://ift.tt/2wL7vEB
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
In this video learn how to take Invoice Shipping and Discount Amounts from an Invoice Level (Header) Transaction or Fact Table and allocate those amounts to the Invoice Line Item Level Fact Table so we can use the Line Level Product Criteria (Filter) to create a Shipping and Discount Amount Report by Product. This is a typical business problem where the grain (granularity) of the two Transaction / Fact Tables is different and in order to use a filter or condition / criteria from the Line Level Transaction / Fact Table we must first allocate the Header Level amounts to the Line Level.
In this video we use Power Query to take the three tables and convert them using Merges (Joins) and Custom Columns in Power Query into our final report.
Topics:
1. (00:07) Introduction & Problem Setup
2. (02:08) Power Query Solution including multiple Mergers (Joins) and Custom Columns.
3. (04:33) Duplicate Query
4. (04:51) F2 key to re-name column
5. (05:00) Add Custom Column using Add Column, Multiply to calculate Line Sales which will automatically add Table.AddColumn Power Query Function (M Code Function)
6. (07:45) Use Merge feature (Join feature) to “lookup” Product Weight.
7. (09:49) Add Custom Column using Add Column, Multiply to calculate Line Weight.
8. (10:21) Use Group By feature to add Sales and Weight for each Invoice. This is a Power Query feature to aggregate by a condition that is similar to PivotTables or SUMIFS in Excel.
9. (12:14) Use Merge feature (Join feature) to “lookup” Invoice Discount & Invoice Shipping
10. (13:10) Add Custom Column using Add Column, Divide to calculate Invoice % Discount.
11. (14:18) Merge Header Invoice Level Table with Line Item Table.
12. (15:30) Second Consecutive Merge, now to get Weight from dProduct Table.
13. (16:04) Add Custom Column using Add Column, Multiply to calculate Line Discount
14. (16:29) Add Custom Column by manually typing out formula for Line Shipping.
15. (18:07) Group By to get Final Product Report with correct amounts for Shipping and Discount
16. (19:03) Load Report to Excel Sheet
17. (19:30) Summary

Related Videos:
EMT 1493: Excel Formulas & PivotTable: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1495: Power Query: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1496: Power BI Desktop: Allocate Invoice Header Amounts To Transaction Line Item Table
EMT 1497: Vote For Your Favorite “Allocate Invoice Header Amounts To Transaction Line Item Table”

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Excel Magic Trick 1495

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