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) Update Excel Table and Test to see if Power BI Report Updates when we Refresh
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Classroom Contents
Power BI Desktop - Build Data Model, Get Data, DAX Formulas, Visualizations, Publish to Web
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- 1 ) Files to download
- 2 ) Introduction
- 3 ) Import Related Tables from Access
- 4 ) Edit automatic Relationships Bi-directional Filtering to Single-directional Filtering
- 5 ) Import Text Files From Folder
- 6 ) Filter out file extensions that are NOT Text .txt
- 7 ) Use “Combine Binary” Icon to combine Text Files into one table
- 8 ) Look at “Combine Binary”: Query Creation Steps, including M Code and Power Query Function that is automatically created
- 9 ) Change Data Types in fSales (Fact Sales) Table
- 10 ) edit Relationship between fSales Product Table
- 11 ) Create Calendar Table in Excel
- 12 ) Create Frequency Distribution Category Table in Excel using Text Formula
- 13 ) Import tables from Excel File
- 14 ) Manually Create Relationships Between Tables
- 15 ) Create DAX Calculated Column for Net Revenue using the RELATED function (works like VLOOKUP Exact Match in Excel) & ROUND function. Net Revenue values are stored in the “In RAM Memory” Data Model
- 16 ) Discuss Convention for using Columns in formulas: ALWAYS USE TABLE NAME AND COLUMN/FIELD NAME IN SQUARE BRACKETS
- 17 ) Look at How REALTED works across relationships
- 18 ) Discussion of Row Context
- 19 ) Create Measure for Total Revenue. This Measure is a Measure that is based on values in a Calculated Column
- 20 ) Add Number Format to Measure so that every time the Measure is used the Number Format will appear
- 21 ) Learn about Measures that are not dependent on Calculated Columns. See how to create Measure that does not use a Calculated Column as a source for values. UseSUMX function
- 22 ) Compare creating: 1) Measures based on Calculated Columns and or Measures not based on Calculated
- 23 ) Discussion of Filter Context and how it helps DAX formulas calculate Quickly on Big Data. Filter Context: When a Conditions or Criteria are selected from the Lookup Tables (Dimension Tables) they f…
- 24 ) Discussion of how values created in Calculated Colum are stored in the Data Model Columnar Database and this uses RAM Memory
- 25 ) When you must use a Calculated Column: When you need to extend the data set and add a column that has Conditions or Criteria that you want to use to Filter the Data Set
- 26 ) Create Calculated Column For COGS using ROUND and RELATED Functions
- 27 ) Create Calculated Column for Gross Profit
- 28 ) Create Calculated Column on fSales Table that will create the Sales Categories “Retail” or “Wholesale” using IF & OR functions. Because it creates Criteria that will use as Filters for our Measures…
- 29 ) Measure for Total COGS
- 30 ) Measure for Total Gross Profit
- 31 ) Measure for Gross Profit Percentage. This is a Ratio of two numbers. This is an example of a Measure that can ONLY be created as a Measure. It cannot be created as a Measure based on a Calculated C…
- 32 ) Discuss Convention for using Measures in other Measures: USE SQUARE BRACKETS ONLY around the Measure name
- 33 ) Measure for Average (Mean) Gross Profit
- 34 ) Measure for Standard Deviation of the Gross Profit
- 35 ) Measure for Coefficient of Variation of the Gross Profit
- 36 ) Hide Unnecessary Columns from Report View
- 37 ) Sort Month Name Column by Month Number
- 38 ) Sort Category Column By Lower Limit
- 39 ) Add Data Category Image URL for Image File Paths
- 40 ) Create DAX Column to simulate Approximate Match Lookup using the FLOOR function
- 41 ) Manually Create Relationship For Category Table
- 42 ) Update Excel Table and Test to see if Power BI Report Updates when we Refresh
- 43 ) Create Product Analysis Visualization with the first visualization: Create Table with Product Pictures and Metrics. This is Page one of our Power BI Report.
- 44 ) Create Bar Chart For Mean and Standard Deviation of Gross Profit
- 45 ) Create Slicers to Filter Visualizations
- 46 ) Create Frequency Distribution Table & Measure to Count Transactions
- 47 ) Format Table, Chart and Slicers
- 48 ) Create second Page in Power BI Report with Product Revenue and COGS by Year & Month
- 49 ) Publish Power BI Report online
- 50 ) Generate Embed code for e-mailing Report and for embedding in web sites
- 51 ) Summary
