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