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Excel Data Analysis - Power BI Desktop, DAX Formulas, Relationships, Data Modeling & Visuals

ExcelIsFun via YouTube

Overview

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This course aims to teach learners how to use Power BI Desktop as a complement to Excel Data Analysis tools. By the end of the course, students will be able to import and append data, create relationships and data models, use DAX formulas, generate visuals, and publish reports to Power BI Online. The course covers topics such as creating date tables, calculated columns, measures, and different types of visualizations. The teaching method includes practical demonstrations and step-by-step instructions. This course is intended for individuals who want to enhance their data analysis skills and learn how to leverage Power BI for more advanced data visualization and reporting.

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

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