Tag: How to

Deep dive on shared and certified datasets – Power BI Desktop update June 2019

Posted on by Annie D

In today’s video I am going to cover in detail the new shared and certifified datasets capabilities introduced in the Power BI desktop update of June 2019.
#curbal #powerbi #powerweek

Here is the keynotes:
1. Promote a dataset
2. Enable certify certifications
3. Certify datasets
4. New workspace experiences
5. Share datasets between new workspaces
6. Copy datasets between new workspaces

Here you can download all the pbix files: http://bit.ly/2PUURaz

SUBSCRIBE to learn more about Power and Excel BI!
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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

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POWER BI COURSES:

Want to learn Power BI? How about you take one of our courses? Here you can find the available courses:
http://bit.ly/2V15a0p

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ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: http://bit.ly/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:

http://bit.ly/2V3o0Ux

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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://amzn.to/2YRfIBm

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

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

#POWERWEEK #CURBAL #POWERBI #POWERBIUPDATE #MVP

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MSPTDA 29: Order & Ship Date in Fact Table? Side-By-Side & Cross Tab Reports with Worksheet Formulas

Posted on by Annie D

Download file for video: http://bit.ly/31jt5LE
Class web site with individual file downloads: http://bit.ly/2GF25Ni
pdf notes for Video: http://bit.ly/31pQafN

In this video learn about how to create a Side-By-Side and Cross Tabulated Report for Total Sales for Order Date and Ship Date using SUMIFS Worksheet function, Mixed Cell References and the EOMONTH Function. This is the classic Two Dates in a Fact Table Problem. MSPTDA #29 we solve it with Worksheet formulas and in MSPTDA #30 we use the Data Model and DAX formulas in both Excel Power Pivot and Power BI Desktop.
Topics:
1. (00:15) Introduction & look at Data Modeling Problem when we have two dates in a Fact Table.
2. (01:22) Side-By-Side Report for Total Sales for Order Date and Ship Date using SUMIFS and EOMONTH with Mixed Cell References using two conditions or criteria.
3. (04:22) Custom Number Formatting for both reports so we have useful labels in our report
4. (06:41) Cross Tabulated Report for Total Sales for Order Date and Ship Date using SUMIFS and EOMONTH with Mixed Cell References, and four conditions and criteria.
5. (09:37) Conclusion
Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.

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Conditional formatting, filters on slicers and more, -Power BI desktop update June 2019

Posted on by Annie D

In this Power BI desktop Update on June 2019, the Power BI team has released some cool new features, one of them my favourite for this month. Which one is yours? #powerbi #curbal #powerweek

Keynotes:
1. New look and feel, what do you think?
2. Filter slicer data- Be careful with this one!
3. Conditional formatting, -what is not to love there?
4. Visual headers tooltips- still in doubt about this one, how about you?
5. Table & matrix custom total label.

Link to sources mentioned in the video:
Performance analyzer part 1: https://youtu.be/UCioY5ZgBkg
Performance analyzer part 2: https://www.youtube.com/watch?v=yMKTt4Y5o60

Conditional formatting w dax: https://www.youtube.com/watch?v=uial9zxDmfU

See you tomorrow with more updates!

Here you can download all the pbix files: http://bit.ly/2PUURaz

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:
http://bit.ly/2V15a0p

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: http://bit.ly/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:

http://bit.ly/2V3o0Ux

▲▲▲▲▲▲▲▲▲▲

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

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://amzn.to/2YRfIBm

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

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

#POWERWEEK #CURBAL #POWERBI #POWERBIUPDATE #MVP

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Convert UTC datetime to local time zones in Power Query

Posted on by Annie D

In today’s video I will show you how to have power query change from utc time to local time so you can follow #FIFAWWC #FIFAWomensWorldCup in your own timezone.
#curbal #powerbi #powerquery

Here are the resources mentioned in the video:
http://bit.ly/2I4AlDz

and the download center to get the FIFA file:
http://bit.ly/2PUURaz

Here you can download all the pbix files: http://bit.ly/2PUURaz

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:
http://bit.ly/2V15a0p

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: http://bit.ly/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:

http://bit.ly/2V3o0Ux

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://amzn.to/2YRfIBm

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

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

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Tricky: Find Excel Duplicates Based on Two Columns – 2283

Posted on by Annie D

If you work in Accounts Payable, check out the great resources at https://www.ap-now.com/. Today’s question from a recent webinar that I did for the AP-Now members: Given an Excel worksheet of payments made by accounts payable, how can you look for duplicate payments.
My solution involves the new TEXTJOIN function, the Mark Duplicates feature in Conditional Formatting, and then Filter by Color.

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[Free Excel Course] Lesson 26 – Introduction to Macros in Excel

Posted on by Annie D

In this video, I will give you a quick introduction to Excel macros and the VB Editor.

By recording a macro in Excel, you can easily automate a lot of tasks. And the best part is that you don’t need to know any coding or VBA to do this.

When you record a macro, Excel simply follows whatever you do in the workbook and create a code for it. Now you can run this code and Excel will automatically follow all the steps you specified.

This video lesson covers the following VBA topics:

— How to record a macro in Excel
— Absolute and Relative Cell References
— Introduction to the Visual Basic Editor.

This video is a part of my Free Online Excel Training where I show you how to use Excel from the basics and also cover a lot of advanced topics.

You can find more details about this Free Excel Training + the download files here: http://bit.ly/2snelIX

You can also access the Full Excel Training on YouTube here: https://www.youtube.com/watch?v=UPABcYhugZk&list=PLm8I8moAHiH2kkq0S9XGvIbPODrHzXRp6

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Find Amazing Excel Tips & Tutorials:

FREE Online Excel Training – Video Course for Beginners


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Let’s Connect:
Google+ ► http://bit.ly/2jWiOzU
Facebook ► http://bit.ly/2j9gyrO
Twitter ► https://twitter.com/TrumpExcel
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Youtube Channel ► https://www.youtube.com/c/trumpexcel

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Running Total in Column, Power Query, DAX or Worksheet Formula? Excel Magic Trick 1553

Posted on by Annie D

Download Excel Start File: http://bit.ly/2XGiJDe
Download Excel Finished File: http://bit.ly/2wKf0c0
Entire page with all Excel Files for All Videos: http://bit.ly/1kSFWvs

In this video learn how to create a Running Total (Cumulative Totals) in a Column using Excel Worksheet Formulas, Power Query M Code or a DAX Calculated Column in Power BI or Excel Power Pivot Data Model. Learn how to create Overall Running Total and Running Totals by Month. Learn the important skill of creating Expandable Ranges in a Worksheet Formula, DAX Formulas and Power Query Formulas.
Topics:
1. (00:07) Introduction
2. (01:20) Excel Worksheet Formula solution using SUMIFS and EOMONTH functions with an Expandable Range. Two formulas: Overall Running Total and Running Totals by Month.
3. (04:32) Look at expandable range in a Worksheet Formula
4. (05:18) Import Table for both Power Query Solution and DAX Solution using Power Query and the Reference feature.
5. (06:50) Power Query Custom Column with Table.AddColumn Function, Table.SelectRows Function and Two M Code Custom Functions to create expandable ranges that can calculate a Overall Running Total and Running Totals by Month in a Column.
6. (08:15) Lesson about how Custom Columns and M Code Custom Functions work, including the how the keyword “each” is a substitute for an explicitly defined Custom Function.
7. (13:33) Look at expandable range in a Power Query Formula.
8. (14:25) Field Access Operator for Looking up: 1) A Full Column or 2) A Single Item from Each Row.
9. (20:01) DAX Calculated Column with the functions CALCULATE, SUM, FILTER, EARLIER, EOMONTH and a Var Variable to create expandable ranges that can calculate a Overall Running Total and Running Totals by Month in a Column.
10. (26:46) How to use a Variable in DAX. See Var = Mon Return syntax for a Variable in DAX.
11. (30:26) Summary

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DAX Fridays! #130: DAX 101, the basics of the DAX Language

Posted on by Annie D

In today’s video I want to go through the basics of DAX and explain basic pitfalls that you will fall into if you come from excel or are a business user.
#daxfridays #dax #curbal

Have a great Friday!

Calculated column vs measure video: https://www.youtube.com/watch?v=SmXLgEHXSGc

Vertipag (DAX engine inner workings) video:

Curbal DAX glossary: http://bit.ly/2I3fPn2

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: http://bit.ly/2PUURaz

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:
http://bit.ly/2V15a0p

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: http://bit.ly/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:

http://bit.ly/2V3o0Ux

Many thanks in advance!Here you can download all the pbix files: http://bit.ly/2PUURaz

▲▲▲▲▲▲▲▲▲▲

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://amzn.to/2YRfIBm

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

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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Surprising: Split Outlook Distribution List In Excel – 2282

Posted on by Annie D

Kim has a distribution list in Outlook with 130+ names. She wants those names in Excel. When she copies and pastes, everything ends up in a single cell.

In this episode, a simple set of steps to split the distribution list into rows and then columns for Name and E-Mail address.

These steps won’t (yet) work on a Mac. You are using the Get & Transform tools (also known as Power Query) on the Windows version of Excel.

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Scenario Analysis Patterns in Power BI using DAX

Posted on by Annie D

Gain access to resource download by registering here – http://bit.ly/2EV1hne

What’s it all about? We’ll be reviewing a number of techniques specifically around scenarios analysis in Power BI. Don’t just think Power BI is just a visualization tool, it is a powerful analytical engine that can produce amazing insights including running custom scenarios on your raw data.

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

All Enterprise DNA TV Resources – http://bit.ly/2ZhmVtV…

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

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

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

Learn more about Enterprise DNA – http://bit.ly/2RacRD3

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Document all Power Query M code without copy pasting it

Posted on by Annie D

In todays video I am going to show you a trick that Chris Webb shared on his blog recently: how to document all M code using Excel.
#powerbi #curbal #powerquery

To be able to properly follow along, make sure you check out Monday’s video:

Chris Webb blog post:
http://bit.ly/2PTO3vo

Other videos on documenting power bi files

Here you can download all the pbix files: http://bit.ly/2PUURaz

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:
http://bit.ly/2V15a0p

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: http://bit.ly/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:

http://bit.ly/2V3o0Ux

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://amzn.to/2YRfIBm

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

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

View on YouTube

Quickly Add Bullets in Excel – 2281

Posted on by Annie D

I was trading Excel tips with Robert from Florida and he gave me a list of four hard ways to get bullets into Excel. There is now a fifth way and it is super-easy! At least, it is easy if you are using Excel on a Windows machine and you have a numeric keypad on your keyboard.

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