Comprehensive Power BI Desktop Example - Visualize Excel Data & Build Dynamic Dashboard

Comprehensive Power BI Desktop Example - Visualize Excel Data & Build Dynamic Dashboard

ExcelIsFun via YouTube Direct link

) Introduction to entire process for Power BI Desktop, including looking at the finished Dashboard

1 of 30

1 of 30

) Introduction to entire process for Power BI Desktop, including looking at the finished Dashboard

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Comprehensive Power BI Desktop Example - Visualize Excel Data & Build Dynamic Dashboard

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  1. 1 ) Introduction to entire process for Power BI Desktop, including looking at the finished Dashboard
  2. 2 ) Import Multiple Excel Files From Folder
  3. 3 ) Name Query
  4. 4 ) Transform extension column to lowercase
  5. 5 ) Filter Files to only include “.xlsx” file extensions
  6. 6 ) Remove Columns
  7. 7 ) November 2016 Power Query Update Problem
  8. 8 ) Add Custom Column with Excel.Workbook Function to extract the Excel Objects from each File.
  9. 9 ) Delete Content Column
  10. 10 ) Filter to only include Excel Sheet Objects
  11. 11 ) Filter to exclude sheets that contain the word “Sheet”
  12. 12 ) Remove Columns
  13. 13 ) Expand Data and Sheet Name Columns
  14. 14 ) Change Field Names
  15. 15 ) Change Data Types
  16. 16 ) Add Custom Column to calculate Net Revenue Column then round Number.Round function. Then Add Fixed Decimal Data Type.
  17. 17 ) Remove columns for Amount and Revenue Discount
  18. 18 ) Close and Apply to add to Data Model
  19. 19 ) Import Excel Manager Table. Change Data Types to Text. Close and Apply
  20. 20 ) Create Relationship between Zip Code Columns
  21. 21 ) Create DAX Calculated Column with the IF Function to Categorize Retail Data. Change Data Type.
  22. 22 ) Create DAX Measures for: Total Revenue, Total COGS and Gross Profit. Add Currency Number Formatting with No Decimals Showing.
  23. 23 ) Create DAX Measures for: Gross Profit Percentage. Add Percentage Number Formatting with Two Decimals Showing.
  24. 24 ) Create Map Visualization for Zip Code & Gross Profit Data (Zip Code with relationship to Managers)
  25. 25 ) Create Clustered Bar for Manager Names & Gross Profit Data (Zip Code with relationship to Managers)
  26. 26 ) Create Clustered Column for Product & Gross Profit Data, with a Line Chart for Gross Profit Percentage
  27. 27 ) Create Clustered Column for Payment Method & Gross Profit Data, with a Line Chart for Gross Profit Percentage
  28. 28 ) Create Slicer for States.
  29. 29 ) Create Card Visualization for Total Revenue, Total COGS, Gross Profit and Gross Profit Percentage.
  30. 30 ) Summary

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