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

Overview

Learn how to use Power BI Desktop to import, clean, and transform sales data from multiple Excel files in this comprehensive 31-minute tutorial. Consolidate data into a single dataset, create relationships between tables, and build DAX calculated columns and measures for gross profit analysis. Develop a dynamic dashboard featuring map, column chart, line chart, card, and slicer visualizations. Compare and contrast the process with Excel's Power Query and Power Pivot DAX throughout the tutorial. Follow along step-by-step to import data, perform transformations, create relationships, develop DAX measures, and design various visualizations for an impactful sales performance report.

Syllabus

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