Excel Data Analysis - Power BI Desktop, DAX Formulas, Relationships, Data Modeling & Visuals

Excel Data Analysis - Power BI Desktop, DAX Formulas, Relationships, Data Modeling & Visuals

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) Intro & Overview

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1 of 67

) Intro & Overview

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Excel Data Analysis - Power BI Desktop, DAX Formulas, Relationships, Data Modeling & Visuals

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  1. 1 ) Intro & Overview
  2. 2 ) Look at data for project
  3. 3 ) Look at New Power BI file and tour of Power BI user interface
  4. 4 ) Power Query to import two tables from one Excel file
  5. 5 ) Import and append data from multiple Excel files
  6. 6 ) Why the From Folder Power Query option when you have Excel files is more complicated than when you have Text files
  7. 7 ) Power Query Excel.Workbook function to get Objects from an Excel file, using a Custom Column
  8. 8 ) Append all tables from Excel files
  9. 9 ) Using Locale Data Type feature to match imported dates with Regional Settings on Computer. Allows any country to use any other country’s dates and number settings
  10. 10 ) Close & Apply Fact Table to Data Model and watch Relationships that are automatically created
  11. 11 ) Create Date or Calendar Table using DAX Table functions. CALENDAR function. Also see DATE, YEAR, MIN and MAX functions
  12. 12 ) Definition of Date Table
  13. 13 ) Mark Date Table as a Date Table
  14. 14 ) Create DAX Calculated Columns in the Date Table for Month, Month Number and Year
  15. 15 ) Row Context in a Calculated Column
  16. 16 ) FORMAT function to create Month Name
  17. 17 ) Sort BY Column feature to get Month Names to sort correctly
  18. 18 ) Create Relationship for Date field
  19. 19 ) Create Date Table with GENERATE and ROW functions. See variables and fiscal period formulas in this DAX Table Function. Amazing formula!!!!
  20. 20 ) Create Total Sales Measure in Data View (Table View) using the SUMX & RELATED functions
  21. 21 ) Measure Icons in Power BI and Power Pivot
  22. 22 ) Create Measures in Report View on a Test Measure Page
  23. 23 ) Matrix Visualization is VERY similar to a PivotTable!
  24. 24 ) First look at the Format area and the Paint Roller option
  25. 25 ) Move Totals from Top to Bottom
  26. 26 ) Total Units Measure
  27. 27 ) Frequency Measure with COUNTROWS function
  28. 28 ) EOMONTH function in DAX Calculated Column in Date Table
  29. 29 ) Why we need EOMONTH function for accurate average monthly sales formula
  30. 30 ) Average Monthly Sales Measure with AVERAGEX, VALUES function
  31. 31 ) YOY % Change DAX Measure using Variables, CALCULATE, SAMEPERIODLASTYEAR, IF and HASONEVALUES DAX functions
  32. 32 ) Introduction to ALL and ALLEXCEPT DAX functions
  33. 33 ) % of Sales Grand Total Measure using CALCULATE, DIVIDE and ALL DAX functions.
  34. 34 ) Why ALL on Fact Table removes all filters in the Data Model
  35. 35 ) % of Year Sales Measure using CALCULATE, DIVIDE and ALLEXCEPT, IF and HASONEVALUE DAX functions
  36. 36 ) Hide fields in tables from the Report View
  37. 37 ) What Relationships do
  38. 38 ) Visualizations in Power BI
  39. 39 ) Create Year Month Total Sales Matrix and Line Chart
  40. 40 ) Turn off concatenated
  41. 41 ) Measures in Tooltips
  42. 42 ) Edit Visualization Title, especially when you use Tooltips
  43. 43 ) Amazing Filter Pane in Power BI!
  44. 44 ) Edit Interactions between visualizations for Matrix and Line Chart
  45. 45 ) Drill Up, Drill Down, and move to a new Level
  46. 46 ) What Line Charts do
  47. 47 ) What is a Dashboard? Define Dashboard and what a Dashboard is in Online Power BI
  48. 48 ) Create Year Metric “Dashboard” on a Page in a Power BI Desktop Report file
  49. 49 ) What Tables or Matrix visuals do that is different than a chart or other visuals
  50. 50 ) What Column and Bar Charts do = Compare differences across categories.
  51. 51 ) Difference between the Clustered Column/Bar and the Stacked Column/Bar
  52. 52 ) Moving Visualizations
  53. 53 ) Add Data Labels
  54. 54 ) Edit Interactions between visualizations for Matrix and Column or Bar Chart: Filtered, Highlight or No Filter
  55. 55 ) Publish Power BI Report to Power BI Online
  56. 56 ) Hide Measure Page
  57. 57 ) What is a Workspace?
  58. 58 ) Open Power BI Online
  59. 59 ) Tour of Power BI Online
  60. 60 ) Sharing reports and dashboards with Power BI Online
  61. 61 ) Build a new Workspace
  62. 62 ) Create a report from a dataset
  63. 63 ) One Source of Truth Data Sets for Excel PivotTable
  64. 64 ) Creating Dashboards in Power BI Online, including sharing a dashboard
  65. 65 ) Add new Excel and update
  66. 66 ) Summary
  67. 67 ) What’s in next video

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