Excel Data Analysis - Power BI Desktop, DAX Formulas, Relationships, Data Modeling & Visuals
ExcelIsFun via YouTube
Overview
Syllabus
) Intro & Overview.
) Look at data for project.
) Look at New Power BI file and tour of Power BI user interface.
) Power Query to import two tables from one Excel file.
) Import and append data from multiple Excel files.
) Why the From Folder Power Query option when you have Excel files is more complicated than when you have Text files.
) Power Query Excel.Workbook function to get Objects from an Excel file, using a Custom Column.
) Append all tables from Excel files.
) Using Locale Data Type feature to match imported dates with Regional Settings on Computer. Allows any country to use any other country’s dates and number settings.
) Close & Apply Fact Table to Data Model and watch Relationships that are automatically created.
) Create Date or Calendar Table using DAX Table functions. CALENDAR function. Also see DATE, YEAR, MIN and MAX functions.
) Definition of Date Table.
) Mark Date Table as a Date Table.
) Create DAX Calculated Columns in the Date Table for Month, Month Number and Year.
) Row Context in a Calculated Column.
) FORMAT function to create Month Name.
) Sort BY Column feature to get Month Names to sort correctly.
) Create Relationship for Date field.
) Create Date Table with GENERATE and ROW functions. See variables and fiscal period formulas in this DAX Table Function. Amazing formula!!!!.
) Create Total Sales Measure in Data View (Table View) using the SUMX & RELATED functions.
) Measure Icons in Power BI and Power Pivot.
) Create Measures in Report View on a Test Measure Page.
) Matrix Visualization is VERY similar to a PivotTable!.
) First look at the Format area and the Paint Roller option.
) Move Totals from Top to Bottom.
) Total Units Measure.
) Frequency Measure with COUNTROWS function.
) EOMONTH function in DAX Calculated Column in Date Table.
) Why we need EOMONTH function for accurate average monthly sales formula.
) Average Monthly Sales Measure with AVERAGEX, VALUES function.
) YOY % Change DAX Measure using Variables, CALCULATE, SAMEPERIODLASTYEAR, IF and HASONEVALUES DAX functions.
) Introduction to ALL and ALLEXCEPT DAX functions.
) % of Sales Grand Total Measure using CALCULATE, DIVIDE and ALL DAX functions..
) Why ALL on Fact Table removes all filters in the Data Model.
) % of Year Sales Measure using CALCULATE, DIVIDE and ALLEXCEPT, IF and HASONEVALUE DAX functions.
) Hide fields in tables from the Report View.
) What Relationships do.
) Visualizations in Power BI.
) Create Year Month Total Sales Matrix and Line Chart.
) Turn off concatenated.
) Measures in Tooltips.
) Edit Visualization Title, especially when you use Tooltips.
) Amazing Filter Pane in Power BI!.
) Edit Interactions between visualizations for Matrix and Line Chart.
) Drill Up, Drill Down, and move to a new Level.
) What Line Charts do.
) What is a Dashboard? Define Dashboard and what a Dashboard is in Online Power BI.
) Create Year Metric “Dashboard” on a Page in a Power BI Desktop Report file.
) What Tables or Matrix visuals do that is different than a chart or other visuals.
) What Column and Bar Charts do = Compare differences across categories..
) Difference between the Clustered Column/Bar and the Stacked Column/Bar.
) Moving Visualizations.
) Add Data Labels.
) Edit Interactions between visualizations for Matrix and Column or Bar Chart: Filtered, Highlight or No Filter.
) Publish Power BI Report to Power BI Online.
) Hide Measure Page.
) What is a Workspace?.
) Open Power BI Online.
) Tour of Power BI Online.
) Sharing reports and dashboards with Power BI Online.
) Build a new Workspace.
) Create a report from a dataset.
) One Source of Truth Data Sets for Excel PivotTable.
) Creating Dashboards in Power BI Online, including sharing a dashboard.
) Add new Excel and update.
) Summary.
) What’s in next video.
Taught by
ExcelIsFun