Data Talks #1: 8 tips on how to keep up with Power Bi updates

In this video, I share my top 8 best tips to keep up with all the updates the Power BI team releases every week…or dont. 😉

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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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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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Insert a Check Mark (Tick ✓) Symbol in Excel (using Shortcut, Formula, VBA and more)

In this video, I will show you seven ways to insert and use a checkmark symbol (Tick mark) in Excel.

The following methods of inserting a checkmark symbol in Excel are covered in this video:
1) Copy and Paste the Check Mark (✓)
2) Use the Keyboard Shortcuts
3) Using the Symbols Dialog Box
4) Using the CHAR Formula
5) Using Autocorrect
6) Using Conditional Formatting to Insert Check Mark
7) Using a Double-Click (uses VBA)

A checkmark symbol is different than a checkbox. While a checkbox is an object that floats over the worksheet, a checkmark is a part of the cell and is entered just like you enter the text. This means that you can format the checkmark by changing its size, color, or font type.

The easiest way to insert a checkmark in Excel is to simply copy it and paste it. Although this is a manual process, it can be great when you only want a few of these checkmarks/tick marks.

Below is a checkmark (tick mark) symbol and you can copy and paste in Excel:

You also have keyboard shortcuts in Excel that you can use to insert a checkmark directly into the cell. Note that these keyboard shortcuts will work only when you change the cell formatting to Wingdings or Wingdings 2.

You can also use the CHAR formula to get the checkmark symbol in Excel. This function uses the ANSI code of the checkmark symbol and gives you the corresponding character, For this to work, you need to change the cell formatting to Wingdings.

The good thing about using a formula is that it allows you to get the result based on the cell value. For example, you can get the checkmark if the cell value crosses the 200-mark (example covered in the video).

Autocorrect is another way to insert a checkmark symbol by adding an autocorrect text. For example, you can create a system where as soon as you enter ‘cmark’ and hit the space key, it would automatically convert the ‘cmark’ to a checkmark. The exact process is covered in the video.

Conditional Formatting is another method covered in the video. You can quickly get the checkmark (tick mark) or the cross mark based on the cell value. To do this, you need to apply conditional formatting icons to the cells that have the values.

And the last method covered in this video is using VBA to automatically insert a checkmark as soon as you double-click on a cell. This works by adding a short VBA code in the Excel workbook. Once the code is copied, when you double click on any cell in the specified column, it would automatically insert the checkmark and when you double-click again, it would remove it.

Below the VBA code that does this (exact steps to copy the code in the VB Editor is shown in the video):

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
If Target.Column = 2 Then
Cancel = True
Target.Font.Name = “Wingdings”
If Target.Value = “” Then
Target.Value = “ü”
Else
Target.Value = “”
End If
End If
End Sub

Remember to save the workbook as an Excel macro-enabled workbook.

You can read more about this tutorial here: https://ift.tt/2JsICCa

⚡ Subscribe to this YouTube channel to get updates on Excel Tips and Excel Tutorials videos – https://www.youtube.com/c/trumpexcel

📌 This YouTube channel is managed by Sumit Bansal (who also runs the TrumpExcel website).

This channel is meant for people who want to learn Excel. It covers a lot of Excel basics and advanced Excel topics such as Excel Formulas, Functions, Pivot Table, Shortcuts, Excel VBA, Macros, Excel Dashboards, Excel Charts, Conditional Formatting, Power Query, etc.

⚡ Please subscribe to this channel to be the first to know when new Excel tutorials come out – https://www.youtube.com/c/trumpexcel

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How To Create Unique Subtotals In Power BI Tables Using DAX

I wanted to show you in this tutorial how to create unique subtotals with Power BI.

This actually isn’t possible if you use just the out of the box table visual in Power BI. You need to use a combination of technique developed and refined by Enterprise DNA.

This is a seriously cool technique that opens up plenty of new visual possibilities in Power BI.

Enjoy learning about this one.

Sam

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

FREE COURSE – Ultimate Beginners Guide To Power BI – https://ift.tt/2Lmxubn

FREE COURSE – Ultimate Beginners Guide To DAX – https://ift.tt/2IJLvOv

FREE – Power BI Resources – https://ift.tt/2LiAVQj

FREE – 60 Page DAX Reference Guide Download – https://ift.tt/2IJLx95

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Enterprise DNA Membership – https://ift.tt/2IJLxWD

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DAX Formulas for 1/2 Year Running Totals in Power BI or Power Pivot (Excel Magic Trick 1561)

Download Excel File: https://ift.tt/2XFfRpL
Download Start Power BI Desktop: https://ift.tt/2JpVBV1
Download Finished Power BI Desktop File: https://ift.tt/2XBDUG3
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs

Learn how to create a DAX Calculated Colum and DAX Measure for Half Year Running Totals in Power BI Desktop or Excel Power Pivot.
Topics:
1. (00:01) Introduction
2. (00:20) Files to download
3. (00:51) Overview of Data Model
4. (01:05) DAX Calculated Column for Half Year Date Table Attribute
5. (02:13) DAX & Excel Worksheet Formulas can mix Data Types – this is different than Power Query
6. (03:00) What is Filter Context?
7. (04:30) DAX Measure for Running Total using FILTER, ALL, MAX, VALUES and CALCULATE DAX Functions
8. (09:28) Format DAX Measures
9. (10:30) Conclusion

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The Main Difference Between ALL And ALLSELECTED – Power BI & DAX

During this video tutorial I run through the main difference between ALL and ALLSELECTED.

When first starting out with Power BI this can be relatively confusing so the idea here is to make this clearer in your mind when to use either in your Power BI reports and model.

Plenty to learn during this tutorial.

All the best.

Sam

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

FREE COURSE – Ultimate Beginners Guide To Power BI – https://ift.tt/2Lmxubn

FREE COURSE – Ultimate Beginners Guide To DAX – https://ift.tt/2IJLvOv

FREE – Power BI Resources – https://ift.tt/2LiAVQj

FREE – 60 Page DAX Reference Guide Download – https://ift.tt/2IJLx95

Learn more about Enterprise DNA – https://ift.tt/2LiAWDR

Enterprise DNA Membership – https://ift.tt/2IJLxWD

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Excel Magic Trick 1560: Half Year Running Totals in PivotTable

Download Excel File: https://ift.tt/2xnWrLb
Entire page with all Excel Files for All Videos: https://ift.tt/1kSFWvs
Learn how to create a PivotTable that shows Half Year Totals Sales Calculation and Half Year Running Total (Cumulative) Calculations using a Logical Formula in a Calculated Column in an Excel Table.

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Publish Power BI reports form other workspaces into your app

In todays video I will show you how to publish power bi reports from different workspaces into an app, and I also ask for your help to test the permissions for me.#curbal #powerbhi

Check my previous video here: https://www.youtube.com/watch?v=3Bo0HHUcuas

Want to publish multiple apps from the same power bi workspace? Vote here: https://ift.tt/2XTagQC

Here you can download all the pbix files: https://ift.tt/2yGx9Ih

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:
https://ift.tt/2NEZM2b

☼☼☼☼☼☼☼☼☼☼

ABOUT CURBAL:
Website: http://www.curbal.com
Contact us: https://ift.tt/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:

https://ift.tt/2NrgChB

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://ift.tt/2I8nl09

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

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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How To Create A Dynamic Headings In Power BI Using DAX

In this tutorial I showcase how you can create dynamic headings or text inside of a Power BI report.

This technique is not to difficult it just requires a reasonable understanding of DAX and how to utilise it in Power BI.

Sam

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

FREE COURSE – Ultimate Beginners Guide To Power BI – https://ift.tt/2Lmxubn

FREE COURSE – Ultimate Beginners Guide To DAX – https://ift.tt/2IJLvOv

FREE – Power BI Resources – https://ift.tt/2LiAVQj

FREE – 60 Page DAX Reference Guide Download – https://ift.tt/2IJLx95

Learn more about Enterprise DNA – https://ift.tt/2LiAWDR

Enterprise DNA Membership – https://ift.tt/2IJLxWD

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Using Data Entry Form in Excel (NO VBA or CODING Needed) | Easy Step by Step Guide

Excel has an inbuilt Data Entry form that makes it super easy to enter data in Excel.

You don’t need any VBA/Macros or coding or formulas to do this as this is an in-built functionality in Excel. All you need to do is open it and start with data entry.

There are two things you need to do before starting to use the Data entry form in Excel:
1) Add the Data Entry form icon in the Quick Access Toolbar
2) Convert your Excel data into an Excel table.

Once you have done this, you can simply click on the data entry form icon and it will open it. Now you can start using it.

Data Entry form is amazing as it allows you to make the data entry process faster and makes it less error-prone.

In this video about using Data entry form in Excel, I cover the following topics:
— Adding Data Entry form icon to the QAT
— Converting the Excel data into an Excel table
— Using Data Entry form to add a new record to your dataset
— Navigating the existing records using the form
— Finding all records that match specific criteria (such as before or after a specific date or matching a specific text value)
— Find partial matches using wild card characters
— Creating conditional data entry rules to ensure the right data is entered.

Data Entry form makes it easy when you have a dataset that spans multiple columns. It also allows you to quickly navigate the records and correct/edit record if you want (right within the Data Entry Form).

Some additional things to know about the data entry form in Excel:
— If you have a named range with the name ‘Database’, then the Excel Form will also refer to this named range, even if you have an Excel table.
— The field width in the Excel Data Entry form is dependent on the column width of the data. If your column width is too narrow, the same would be reflected in the form.
— You can also insert bullet points in the data entry form. To do this, use the keyboard shortcut ALT + 7 or ALT + 9 from your numeric keypad. Here is a video about bullet points.

Note that an Excel Data Entry form is different than a VBA Userform. While you can easily customize a VBA Userform, It’s not possible to customize the Data entry form. But in most cases, the in-built data entry form in Excel is good enough to do most of the data entry work that you may need in your day-to-day data entry job.

You can read more about the Data entry form here:

Subscribe to this YouTube channel to get updates on Excel Tips and Excel Tutorials videos – https://www.youtube.com/c/trumpexcel

This YouTube channel is managed by Sumit Bansal (who also runs the TrumpExcel website). This channel is meant for people who want to learn Excel. It covers a lot of Excel basics and advanced Excel topics such as Excel Formulas, Functions, Pivot Table, Shortcuts, Excel VBA, Macros, Excel Dashboards, Excel Charts, Conditional Formatting, Power Query, etc. Please subscribe to this channel to be the first to know when new Excel tutorials come out.

You can find a lot of useful Excel resources on the following site: https://trumpexcel.com/

#Excel #ExcelTips #ExcelTutorial

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Highlight The Last Or Current Period In Your Power BI Visuals Using DAX

You can now add quite unique conditional formatting to visuals inside Power BI.

In this tutorial, I show you how you can combine DAX formulas with this new conditional formatting feature to highlight the last or most recent value in your visuals.

It’s a great technique that is very re-usable.

Enjoy!

Sam

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

FREE COURSE – Ultimate Beginners Guide To Power BI – https://ift.tt/2Lmxubn

FREE COURSE – Ultimate Beginners Guide To DAX – https://ift.tt/2IJLvOv

FREE – Power BI Resources – https://ift.tt/2LiAVQj

FREE – 60 Page DAX Reference Guide Download – https://ift.tt/2IJLx95

Learn more about Enterprise DNA – https://ift.tt/2LiAWDR

Enterprise DNA Membership – https://ift.tt/2IJLxWD

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Excel Magic Trick 1559: PivotTable: Year Totals, YOY Change, % YOY Change from Daily Sales

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

In this video learn how to use a PivotTable to create reports for Yearly Total Sales (from daily date transactions), YOY Change in Sales & % YOY Change in Sales. Learn that PivotTables are easier to create than Worksheet Formulas, but require a refresh when source data changes to get report to reflect the changed data.

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Calculating The Previous High Dynamically In Power BI Using DAX

In this unique example, we take a look at how you can calculate the previous highest result dynamically in Power BI using the right combination of formula techniques.

This is a great piece of analysis for many scenarios which is certainly worth reviewing and implementing in your Power BI models if it makes sense to.

Good luck understanding all the DAX logic behind this one.

Sam

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

FREE COURSE – Ultimate Beginners Guide To Power BI – https://ift.tt/2Lmxubn

FREE COURSE – Ultimate Beginners Guide To DAX – https://ift.tt/2IJLvOv

FREE – Power BI Resources – https://ift.tt/2LiAVQj

FREE – 60 Page DAX Reference Guide Download – https://ift.tt/2IJLx95

Learn more about Enterprise DNA – https://ift.tt/2LiAWDR

Enterprise DNA Membership – https://ift.tt/2IJLxWD

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