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) Create “Ave Last 12 Months” Dashboard
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Classroom Contents
Power BI Desktop Comprehensive Introduction - Power Query, DAX, Dashboards, Publishing
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- 1 ) Introduction of what we will do in this video.
- 2 ) Overview of Excel Power Pivot & Power BI Desktop
- 3 ) Approximate History of Power BI Desktop :
- 4 ) Different Versions of Power BI (Different Power BI Products) Available from Microsoft
- 5 )Download Power BI Desktop (link to Avi’s video: https://www.youtube.com/watch?v=5Fv-I9xQkcc)
- 6 ) List of Charts and Visualizations for your Dashboard (Review from prerequisite classes Busn 216 & 218)
- 7 ) Overriding Steps for our Project
- 8 ) Open a blank Power BI File
- 9 ) Introduction to Power BI Window and User Interface
- 10 ) Power Query to Import Multiple CSV Files and Clean and Transform Data
- 11 ) Why we do NOT use Number or Date Fields from a Fact Table
- 12 ) Import Dimension Tables from a Single Excel File
- 13 ) Merge Snow Flake Dimension Tables into dProduct Table
- 14 ) Do NOT import to Data Model (Uncheck Enable Load)
- 15 ) Old Relationship View & New Relationships View with Properties & Better Selection Capability
- 16 ) Steps to create Date Table using CALENDAR DAX Table Function & Calculated Columns. See many DAX Functions such as CALENDAR, FORMAT and others.
- 17 ) Sort By Column to get Months to Sort correctly.
- 18 ) Create Fiscal Periods for Data Table, including Helper Column for Sorting Fiscal Period correctly.
- 19 ) Hide Columns from Report View
- 20 ) Create DAX Measures and see why we do not use Implicit Measures.
- 21 ) SUMX DAX Function
- 22 ) Row Context (how formula calculates for each row in a table or Iterator Function)
- 23 ) Filter Context (How Measures Calculate and how Tables are Filtered when Measures Calculate)
- 24 ) Measure for Average Daily Revenue. Learn about Context Transition. See AVERAGEX Function to iterate at the Daily level.
- 25 ) Conventions for DAX Formulas with a great tip from Marco Russo and Albetro Ferrari
- 26 ) More About Filter Context and Context Transition
- 27 ) Gross Profit Measures
- 28 ) Refine Data Model in Power Query by Removing Columns in dProduct Table
- 29 ) Learn about how to Create & Format Visualizations
- 30 ) Create “Ave Daily GP” Dashboard.
- 31 ) Create Matrix and add Conditional Formatting
- 32 ) Create Column Chart and add Conditional Formatting
- 33 ) Hierarchies
- 34 ) Drill Down Icons in Power BI
- 35 ) Create Line Chart
- 36 ) Create Card
- 37 ) Edit Interactions between visualizations
- 38 ) Create “Fiscal Report” Dashboard
- 39 ) Bookmark to save views of a Dashboard
- 40 ) Create “Ave Last 12 Months” Dashboard
- 41 ) DAX Measure for Average Transactional Revenue. See AVERAGEX Function to iterate at the transaction line item level.
- 42 ) Visual of how we change the Filter Context to get dates for a full year backwards.
- 43 ) CALCULATE & DATESINPERIOD & LASTDATE DAX Functions to calculate Measure for Rolling 12 Month Average for Transaction Level Data.
- 44 ) Create “Question” Dashboard. Learn about Ask A Question feature.
- 45 ) Publish Report to powerbi.com
- 46 ) Edit at powerbi.com
- 47 ) Publish to Web with Free Power BI Desktop version and allow public to review Report
- 48 )Publish and Share with Power BI Pro Account
- 49 ) Source Data Changes and Refresh
- 50 ) Summary
