Power BI Desktop - Build Data Model, Get Data, DAX Formulas, Visualizations, Publish to Web
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Overview
Syllabus
) Files to download.
) Introduction.
) Import Related Tables from Access.
) Edit automatic Relationships Bi-directional Filtering to Single-directional Filtering.
) Import Text Files From Folder.
) Filter out file extensions that are NOT Text .txt.
) Use “Combine Binary” Icon to combine Text Files into one table.
) Look at “Combine Binary”: Query Creation Steps, including M Code and Power Query Function that is automatically created.
) Change Data Types in fSales (Fact Sales) Table.
) edit Relationship between fSales Product Table.
) Create Calendar Table in Excel.
) Create Frequency Distribution Category Table in Excel using Text Formula.
) Import tables from Excel File.
) Manually Create Relationships Between Tables.
) 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.
) Discuss Convention for using Columns in formulas: ALWAYS USE TABLE NAME AND COLUMN/FIELD NAME IN SQUARE BRACKETS.
) Look at How REALTED works across relationships.
) Discussion of Row Context.
) Create Measure for Total Revenue. This Measure is a Measure that is based on values in a Calculated Column.
) Add Number Format to Measure so that every time the Measure is used the Number Format will appear.
) 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.
) Compare creating: 1) Measures based on Calculated Columns and or Measures not based on Calculated.
) 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 flow across the Relationships from the One-Side to the Many-Side to Filter the Fact Table down to a smaller size so that the formulas have to work over a smaller data set.
) Discussion of how values created in Calculated Colum are stored in the Data Model Columnar Database and this uses RAM Memory.
) 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.
) Create Calculated Column For COGS using ROUND and RELATED Functions.
) Create Calculated Column for Gross Profit.
) 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, This DAX formula can only be created using a Calculated Column, not a Measure.
) Measure for Total COGS.
) Measure for Total Gross Profit.
) 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 Column.
) Discuss Convention for using Measures in other Measures: USE SQUARE BRACKETS ONLY around the Measure name.
) Measure for Average (Mean) Gross Profit.
) Measure for Standard Deviation of the Gross Profit.
) Measure for Coefficient of Variation of the Gross Profit.
) Hide Unnecessary Columns from Report View.
) Sort Month Name Column by Month Number.
) Sort Category Column By Lower Limit.
) Add Data Category Image URL for Image File Paths.
) Create DAX Column to simulate Approximate Match Lookup using the FLOOR function.
) Manually Create Relationship For Category Table.
) Update Excel Table and Test to see if Power BI Report Updates when we Refresh.
) Create Product Analysis Visualization with the first visualization: Create Table with Product Pictures and Metrics. This is Page one of our Power BI Report..
) Create Bar Chart For Mean and Standard Deviation of Gross Profit.
) Create Slicers to Filter Visualizations.
) Create Frequency Distribution Table & Measure to Count Transactions.
) Format Table, Chart and Slicers.
) Create second Page in Power BI Report with Product Revenue and COGS by Year & Month.
) Publish Power BI Report online.
) Generate Embed code for e-mailing Report and for embedding in web sites.
) Summary.
Taught by
ExcelIsFun