Tag: Power BI

Enterprise DNA Learning Summit – May 2019, New Power BI Online Experience

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 6 – New Power BI Online Experience

During the final session, we’ll be running through some of the many great changes to the Power BI online service.

There has been so many, and they have all be huge updates. I look forward to showing and telling you what I think about them!

• Reviewing new features in online service
• New home page experience
• Managing apps, workspaces & reports
• Distributing your insights effectively
• Updated best practices for management

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Enterprise DNA Learning Summit – May 2019, Session 5

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 5 – Ranking Techniques

In the 5th session, we’ll be covering a variety of ranking techniques that can be used in many different environments and data scenarios.

Formulas such as RANKX and TOPN are some of the harder to learn and understand in Power BI, so I plan to complete a deep dive into them and really show you how they work.

• Covering nuances of RANKX function
• Diving into key topic of ‘context’
• Extending ranking insights further
• Reviewing TOPN and how it works
• Isolate top or bottom sales

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Enterprise DNA Learning Summit – May 2019, Logistics Management

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 4 – Logistics Management

In this session, I will be covering a topic I’ve haven’t reviewed too often before around analyzing events through time.

We’ll be running through a common problem developers have when working with Power BI. That is, dealing with multiple dates and creating compelling analysis around them.

• Events in progress pattern
• Managing multiple dates in fact tables
• Unique data model techniques
• Branching out into complex logic
• Advanced DAX function insights

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Enterprise DNA Learning Summit – May 2019, Session 3

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 3 – Cluster & Groups Analysis

In this session we’ll be covering a grouping technique that allows you to review clusters of your data points.

This is a very powerful analysis technique in Power BI that is incredibly flexible. You can use it in nearly any analytical scenario that you come across.

I can’t wait to show you grouping technique which will have a lot of real-world application for anyone who’s looking to complete this type of analysis with Power BI.

• Creating dynamic group insights
• Editing visual interactions smartly
• Extending supporting tables in models
• Grouping formula patterns
• Highlight important clusters of information

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Enterprise DNA Learning Summit – May 2019, Session 2

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 2 – Parameter Tables

In the second live session, we’ll be covering parameter tables and how you can use them in Power BI

I will be running through a real-world discounting scenario where using parameter tables is essential. The largest takeaway from this session is how to think about the variables that you can include in your data and how far you can take your analysis.

Sometimes it’s difficult to know where to start with this type of work but I plan to go through my thought process here and hopefully many of these tips can move into your own development processes over time.

• Creating and using parameter tables
• How to plan for implementation
• Real-world discounting scenarios
• Extending calculations w/measure branching
• Showcasing the key insights

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Enterprise DNA Learning Summit – May 2019, Session 1

Posted on by Annie D

EVENT DETAILS – http://bit.ly/2VlegnG

Session 1 – DAX Basics & CALCULATE

During the very first session of the event, I’ll be completing a quick intro and then run through the data and resources we’ll be using. The main part of the session will be about covering key beginner to intermediate concepts around DAX functions.

DAX is crucial to really mastering Power BI and creating compelling analysis, so will look to review what I believe to be essentials for those just starting out with Power BI.

• Intro to key DAX functions
• Deep dive into CALCULATE
• Time Intelligence Formulas
• Cumulative Totals
• Unique Ranking Technique

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5 Lifesaving ⛑ tips in Power Bi you might not know

Posted on by Annie D

You know how this works by now right? If I learn something useful, I share it here with you and in today’s video I am going to share my top 5 power bi tips to fix current issues and cool functionality.

Did I manage to surprise you with a tip you didnt know? #curbal #powerbi #5tips

Keynotes:
1. Word wrap, mini map and more power query
2. Copy formatting in a visual
3. Fix non-responsive/ freeze power bi ribbon
4. Bookmark filter pane status
5. Copy buttons with actions.

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:
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– 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:

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Many thanks in advance!

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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!

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#POWERBITIPS #CURBAL #POWERBI #MVP

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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

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

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

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MSPTDA 16: Power BI Desktop Comprehensive Introduction: Power Query, DAX, Dashboards, Publishing

Posted on by Annie D

Download Zipped Folder with Text Files & Excel File: https://ift.tt/2L8w0is
Download Power BI Desktop FINISHED File: https://ift.tt/2C070XR
Download pdf Notes about Power Query: https://ift.tt/2L657Mh

This video is a comprehensive lesson in Power BI Desktop: Power Query to import data, DAX Formulas and Relationships to complete Data Model, Creating Dashboards, Publishing and Sharing Reports.

Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.

Topics:
1. (00:15) Introduction of what we will do in this video.
2. (02:25) Overview of Excel Power Pivot & Power BI Desktop
3. (02:44) Approximate History of Power BI Desktop :
4. (03:15) Different Versions of Power BI (Different Power BI Products) Available from Microsoft
5. (04:56)Download Power BI Desktop (link to Avi’s video: https://www.youtube.com/watch?v=5Fv-I9xQkcc)
6. (05:43) List of Charts and Visualizations for your Dashboard (Review from prerequisite classes Busn 216 & 218)
7. (06:02) Overriding Steps for our Project
8. (06:27) Open a blank Power BI File
9. (07:04) Introduction to Power BI Window and User Interface
10. (08:32) Power Query to Import Multiple CSV Files and Clean and Transform Data
11. (13:38) Why we do NOT use Number or Date Fields from a Fact Table
12. (15:57) Import Dimension Tables from a Single Excel File
13. (18:09) Merge Snow Flake Dimension Tables into dProduct Table
14. (19:30) Do NOT import to Data Model (Uncheck Enable Load)
15. (20:22) Old Relationship View & New Relationships View with Properties & Better Selection Capability
16. (20:41) Steps to create Date Table using CALENDAR DAX Table Function & Calculated Columns. See many DAX Functions such as CALENDAR, FORMAT and others.
17. (16:10) Sort By Column to get Months to Sort correctly.
18. (27:47) Create Fiscal Periods for Data Table, including Helper Column for Sorting Fiscal Period correctly.
19. (33:12) Hide Columns from Report View
20. (34:00) Create DAX Measures and see why we do not use Implicit Measures.
21. (36:17) SUMX DAX Function
22. (38:15) Row Context (how formula calculates for each row in a table or Iterator Function)
23. (40:12) Filter Context (How Measures Calculate and how Tables are Filtered when Measures Calculate)
24. (41:50) Measure for Average Daily Revenue. Learn about Context Transition. See AVERAGEX Function to iterate at the Daily level.
25. (47:55) Conventions for DAX Formulas with a great tip from Marco Russo and Albetro Ferrari
26. (49:00) More About Filter Context and Context Transition
27. (49:26) Gross Profit Measures
28. (51:48) Refine Data Model in Power Query by Removing Columns in dProduct Table
29. (52:40) Learn about how to Create & Format Visualizations
30. (52:40) Create “Ave Daily GP” Dashboard.
31. (52:40) Create Matrix and add Conditional Formatting
32. (55:29) Create Column Chart and add Conditional Formatting
33. (56:00) Hierarchies
34. (56:52) Drill Down Icons in Power BI
35. (59:09) Create Line Chart
36. (01:00:00) Create Card
37. (01:01:00) Edit Interactions between visualizations
38. (01:02:50) Create “Fiscal Report” Dashboard
39. (01:05:32) Bookmark to save views of a Dashboard
40. (01:06:20) Create “Ave Last 12 Months” Dashboard
41. (01:06:37) DAX Measure for Average Transactional Revenue. See AVERAGEX Function to iterate at the transaction line item level.
42. (01:07:30) Visual of how we change the Filter Context to get dates for a full year backwards.
43. (01:08:25) CALCULATE & DATESINPERID & LASTDATE DAX Functions to calculate Measure for Rolling 12 Month Average for Transaction Level Data.
44. (01:12:08) Create “Question” Dashboard. Learn about Ask A Question feature.
45. (01:13:08) Publish Report to powerbi.com
46. (01:14:15) Edit at powerbi.com
47. (01:14:34) Publish to Web with Free Power BI Desktop version and allow public to review Report
48. (01:16:15)Publish and Share with Power BI Pro Account
49. (01:17:44) Source Data Changes and Refresh
50. (01:18:18) Summary

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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 Pivot Intro #2: Amazing Columnar Database Importing Millions of Rows Data into Excel MSPTDA 14

Posted on by Annie D

Download Excel START File: https://ift.tt/2OjjG41
Download Zipped Folder with Text Files: https://ift.tt/2yAuGiN
Download Excel FINISHED File: https://ift.tt/2Omigpl and https://ift.tt/2yDQGsS
Download pdf Notes about Power Query: https://ift.tt/2Okxdsa
Assigned Homework:
Download Excel file and complete the homework:
https://ift.tt/2yIVa1J
Examples of Finished Homework:
https://ift.tt/2OoIUxZ
This video teaches about the Columnar Database in Excel Power Pivot Data Model, which allows us to import and hold millions of rows of data in an Excel Workbook and have a small file size. We can also make Data Model PivotTable Reports from this imported “Big Data”.
Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.
Topics:
1. (00:15) Introduction: Discussion of how to import “Big Data” Into Excel. Discussion about how Excel, Power Query, Power Pivot and the Data Model Columnar Database work together to make importing big data possible in Excel (and in Power BI Desktop).
2. (03:25) Power Query to Import Text Files (Big Data) From Folder and Append them into a single table.
3. (07:50 Columnar Database Explained. How does Columnar Database work? Where is Columnar Database in Excel?
4. (12:55) Make Data Model PivotTable with Implicit Measures.
5. (14:23) Example of dramatic file size reduction when we use the Columnar Database for a single Text File.
6. (16:21) Define Columnar Database. Lookup at pdf notes.
7. (17:37) Why Microsoft names the Big Data tool in Excel “Power Pivot”.
8. (18:21) Summary

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MSPTDA 14: Power Pivot Into #2: Amazing Columnar Database Importing Millions of Rows Data into Excel

Posted on by Annie D

Download Excel START File: https://ift.tt/2OjjG41
Download Zipped Folder with Text Files: https://ift.tt/2yAuGiN
Download Excel FINISHED File: https://ift.tt/2Omigpl and https://ift.tt/2yDQGsS
Download pdf Notes about Power Query: https://ift.tt/2Okxdsa
Assigned Homework:
Download Excel file and complete the homework:
https://ift.tt/2yIVa1J
Examples of Finished Homework:
https://ift.tt/2OoIUxZ
This video teaches about the Columnar Database in Excel Power Pivot Data Model, which allows us to import and hold millions of rows of data in an Excel Workbook and have a small file size. We can also make Data Model PivotTable Reports from this imported “Big Data”.
Comprehensive Microsoft Power Tools for Data Analysis Class, BI 348, taught by Mike Girvin, Excel MVP and Highline College Professor.
Topics:
1. (00:15) Introduction: Discussion of how to import “Big Data” Into Excel. Discussion about how Excel, Power Query, Power Pivot and the Data Model Columnar Database work together to make importing big data possible in Excel (and in Power BI Desktop).
2. (03:25) Power Query to Import Text Files (Big Data) From Folder and Append them into a single table.
3. (07:50 Columnar Database Explained. How does Columnar Database work? Where is Columnar Database in Excel?
4. (12:55) Make Data Model PivotTable with Implicit Measures.
5. (14:23) Example of dramatic file size reduction when we use the Columnar Database for a single Text File.
6. (16:21) Define Columnar Database. Lookup at pdf notes.
7. (17:37) Why Microsoft names the Big Data tool in Excel “Power Pivot”.
8. (18:21) Summary

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