Tag: Power BI

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”

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

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EMT 1494: DAX & Power Pivot: Allocate Invoice Header Amounts To Invoice Transaction Line Table

Posted on by Annie D

Download Excel Files: Start: https://ift.tt/2KYIJUs Finished: https://ift.tt/2rHGjB6
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
Topics:
1. (00:06) Introduction
2. (03:30) Import Tables and Build Relationships
3. (06:43) DAX Calculated Column for Invoice Sales in Header Invoice Level Table. SUMX & RELATEDTABLE DAX Functions
4. (09:28) DAX Calculated Column for Invoice % Discount in Header Invoice Level Table. DIVIDE DAX Function.
5. (10:56) DAX Calculated Column for Line Level Discount in Line Invoice Level Table. RELATED DAX Function.
6. (11:44) Look at an Implicit Measure. Not Good.
7. (13:58) DAX Measure for Total Discount. SUM DAX Function.
8. (11:55) PivotTable with Total Discount by Product
9. (15:21) DAX Calculated Column for Invoice Weight in Header Invoice Level Table. SUMX, RELATEDTABLE & RELATED DAX Functions.
10. (19:25) DAX Calculated Column for Line Level Shipping in Line Invoice Level Table. Three RELATED DAX Functions in one formula.
11. (21:40) DAX Measure for Total Shipping. SUM DAX Function.
12. (22:00) PivotTable with Total Shipping by Product.
13. (22:18) 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 1494

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EMT 1493 Part 2: Excel Array Formulas Allocate Invoice Header Amounts To Transaction Line Table

Posted on by Annie D

Download Excel Files: Start: https://ift.tt/2rwVLQ8 Finished: https://ift.tt/2KRKAuz
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 Excel Array Formulas to solve this problem. We use the Excel Spreadsheet Functions SUMPRODUCT, SUMIFS and VLOOKUP. We see how to simulate relationships with Excel Spreadsheet Formulas using the SUMPRODUCT function and the SUMIFS Function with a Function Argument Array Operation.
Topics:
1. (00:06) Introduction
2. (02:18) Part 1: Allocate Invoice Discount Amounts. SUMPRODUCT function, Array Calculations and VLOOKUP function.
3. (06:24) Part 2: Allocate Shipping Amounts. SUMIFS, Function Argument Array Operation, SUMPRODUCT, Array Operation, 2 VLOOKUP Functions.
4. (13:54) Create Report with SUMIFS Function
5. (14:47) 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 1493

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EMT 1493: Excel Formulas PivotTable: Allocate Invoice Header Amounts To Transaction Line Table

Posted on by Annie D

Download Excel Files: Start: https://ift.tt/2rwVLQ8 Finished: https://ift.tt/2KRKAuz
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 Excel Formulas and PivotTables to solve this problem. We use the Excel Spreadsheet Functions SUMPRODUCT, SUMIFS and VLOOKUP.
Topics:
1. (00:06) Introduction
2. (03:50) Part 1: Allocate Invoice Discount Amounts
3. (11:01) Part 2: Allocate Shipping Amounts
4. (15:52) Create Report with PivotTable
5. (17:00) Create Report with SUMIFS Function
6. 19:59) 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 1493

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