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In this video learn how to use the INDIRECT Function to pull Data from a Spefified Sheet Based on Row Number. Also see a great INDEX formula to lookup a row number on a single sheet – formulas from Bill Szysz and pmsocho at YouTube.
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In this video learn how to use the INDIRECT Function to pull Data from a Different Sheet Based on Row Number.
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In this video learn how to lookup a supplier name in a lookup table and return all the products in a single cell. This is a Text Formula that is also an Array Formula. This formula uses the IF Function and the TEXTJOIN Function.
List all Products in Single Cell. TEXTJOIN Function, Array Formula. Text Formula.
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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In this video learn how to create a description for a transactional data set that requires that we lookup items to join with the Transaction Number. See how to use the Ampersand, the join operator, and how to use the lookup functions VLOOKUP function and INDEX & MATCH functions.
1. (00:06) Introduction
2. (01:20) Two VLOOKUP functions in single formula solution
3. (04:33) Join Column in Lookup Table Solution (and one VLOOKUP) solution
4. (05:52) Array Formula with INDEX and MATCH functions with joined lookup columns in an Array Operation and an Array Formula.
5. (09:32) Summary
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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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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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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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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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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