Two Fact Tables - DAX, Power Query or Worksheet Formulas to Convert to 1 Fact Table

Two Fact Tables - DAX, Power Query or Worksheet Formulas to Convert to 1 Fact Table

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) Introduction

1 of 52

1 of 52

) Introduction

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Two Fact Tables - DAX, Power Query or Worksheet Formulas to Convert to 1 Fact Table

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  1. 1 ) Introduction
  2. 2 ) Excel Worksheet Formula Solution
  3. 3 ) How do we allocate Discount from Invoice Grain to Invoice Line Grain?
  4. 4 ) Worksheet Formula for Total Invoice Sales at Invoice Grain using SUMPRODUCT function
  5. 5 ) Worksheet Formula for % Sales Discount at Invoice Grain using division
  6. 6 ) Worksheet Formula for Line Discount at Invoice Line Grain using VLOOKUP and multiplication
  7. 7 ) How do we allocate Shipping from Invoice Grain to Invoice Line Grain?
  8. 8 ) Worksheet Formula for Invoice Line Shipping Weight at Invoice Line Grain using VLOOKUP and multiplication
  9. 9 ) Worksheet Formula for Invoice Weight at Invoice Grain using SUMIFS
  10. 10 ) Worksheet Formula for Line Shipping at Invoice Line Grain using VLOOKUP and multiplication
  11. 11 ) Create Excel Reports at Product Grain.
  12. 12 ) Standard PivotTable Report
  13. 13 ) Worksheet Formula Report
  14. 14 ) DAX Formula Solution in Power Pivot
  15. 15 ) Look at Data Model and preview of DAX Formulas and functions SUMX, RELATED and RELATEDTABLE
  16. 16 ) Bring Excel Tables into Data Model
  17. 17 ) Create Relationships between tables
  18. 18 ) How to Allocate Invoice Grain Numbers to Invoice Line Grain Numbers
  19. 19 ) DAX Formula for Total Invoice Sales at Invoice Grain using SUMX and RELATEDTABLE functions
  20. 20 ) DAX Formula for % Sales Discount at Invoice Grain using DIVIDE function
  21. 21 ) DAX Formula for Line Discount at Invoice Line Grain using RELATED function and multiplication
  22. 22 ) DAX Measure for Total Discount
  23. 23 ) Data Model PivotTable Report for Product Discount
  24. 24 ) How do we allocate Shipping from Invoice Grain to Invoice Line Grain?+
  25. 25 ) DAX Formula for Invoice Weight at Invoice Grain using SUMX, RELATEDTABLE and RELATED.
  26. 26 ) Visuals to understand how DAX Formula with SUMX, REALTEDTABLE and RELATED are working to traverse multiple relationships in one formula. This helps illustrates the Power of DAX for Business Calcula…
  27. 27 ) DAX Formula for Line Shipping at Invoice Line Grain using RELATED and multiplication and division. Three RELATED function in one formula
  28. 28 ) DAX Measure for Total Shipping
  29. 29 ) Final Data Model PivotTable
  30. 30 ) Power Query Solution in Power BI Desktop
  31. 31 ) Why Two Fact Tables will not work with all Dimension Tables for Reporting.
  32. 32 ) Summary and visuals of steps we need to perform
  33. 33 ) Create blank Power BI Desktop file
  34. 34 ) Import Two Fact Table Data Model from Power Pivot
  35. 35 ) Power Query Formula to calculate Sales at Invoice Line Grain using Table.AddColumn function
  36. 36 ) Power Query Merge to lookup Product Weight at Invoice Line Grain
  37. 37 ) Power Query Formula to calculate Product Shipping Weight at Invoice Line Grain using Table.AddColumn function
  38. 38 ) Power Query Group By feature to aggregate Invoice Sales, Invoice Shipping Weight and all rows in Invoice Line Grain Table for each Invoice Number.
  39. 39 ) Power Query Merge to pull Invoice Grain Shipping & Discount numbers, as well as to pull the Invoice Level Dimensions of Date and Sales Rep ID into the current step in the query (later after expandi…
  40. 40 ) Power Query Formula for % Sales Discount at Invoice Grain using Table.AddColumn function
  41. 41 ) Expand to get back to Invoice Line Grain
  42. 42 ) Note about Unit Price and how it is stored as a Fact because it changes so often.
  43. 43 ) Power Query Formula for Line Discount at Invoice Line Grain using Table.AddColumn function and Number.Round
  44. 44 ) Power Query Formula for Line Shipping at Invoice Line Grain using Custom Column using Table.AddColumn function and Number.Round
  45. 45 ) Remove all column we do not need in final Fact Table
  46. 46 ) Load Tables to Data Model, except Invoice Level Table.
  47. 47 ) Create DAX Measures for Shipping, Discounts and Sales
  48. 48 ) Create % DAX Measures for Shipping and Discount as a percent of sales. Use the DIVIDE DAX Function.
  49. 49 ) Hide Columns from Report View
  50. 50 ) Look at Final Data Model
  51. 51 ) Create Visualization in Power BI Desktop
  52. 52 ) Summary

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