Highline College BI 348

taught by Mike excelisfun Girvin (Excel MVP)

MSPTDA 15: Microsoft Power Tools for Data Analysis

Power Pivot Intro #3

Comprehensive Introduction
Excel Power Pivot Dashboard

** MSPTDA 15
el MVP)

or Data Analysis

3 Power Pivot Intro #1: Relationships Replace VLOOKUP

uction Power Pivot Intro #2: Power Pivot to Hold Millions of Rows of Data

board Power Pivot Intro #3: Comprehensive Introduction to Power Pivot

 Goals of Video:

1) Power Query to ETL: Extract, Tansform & Load

Text CSV data:

Pivot Intro #1: Relationships Replace VLOOKUP

Pivot Intro #2: Power Pivot to Hold Millions of Rows of Data

Pivot Intro #3: Comprehensive Introduction to Power Pivot

2) Create Power Pivot Columnar Databse Data Mo

Query to ETL: Extract, Tansform & Load Data: 3) Build Refreshable Dashboard:

Relational Database: Excel Data:

Power Pivot Columnar Databse Data Model (Tables, Relationships & DAX):
Data
Model
Data Model
Power Pivot Elements: DAX Functions seen in this vid
### PivotTable or Data Model PivotTable?
Standard MONTH
###Power Pivot & Power BI Desktop?
Excel YEAR
### Query to Extract, Transform and Load Data to Data Model
Power FORMAT
Use###
Power Query to Refine Data Model MIN
###
Build Relationships SUM
###
Introduction to Building DAX Formulas: Calculated Columns & Measures SUMX
### Formatting For DAX Measures
Number ROUND
Data###
Model PivotTable TOTALYTD
###
Introduction to how DAX Formula are Calculated: Row Context & Filter Context IF
DAX###
Studio to help us understand How DAX Formulas are Calculated ISFILTERED
### Connections to visualize the Table that DAX Formulas “see”
Existing BLANK
Row ###
Area Filters from Fact Table or Dimension Table? CALCULATE
###
Explicit DAX Formulas rather than Implicit DAX Formulas ALL
### Columns and Tables from Client Tool
Hiding ALLSELECTED
###Date Table
Build CALCULATETABLE
###
Introduction to Time Intelligence DAX Functions FILTER
###
Introduction to CALCULATE Function MAX
### of DAX Calculation that is easier to make than in a Standard PivotTable
Example
### New Data and Refreshing
Adding
DAX Functions seen in this video:
MONTH
YEAR
FORMAT
MIN
SUM
SUMX
ROUND
TOTALYTD

ISFILTERED
BLANK
CALCULATE

ALLSELECTED
CALCULATETABLE
FILTER
MAX
SalesRepID SalesRep Region
1 Sioux Radcoolinator NW
2 Tyrone Smithe NE
3 Chantel Zoya SW
4 Chin Pham SE
5 Diego Vasque MW
6 Vannessa Deloach W
7 Shon Stein NW
8 Tomi Benton NE
9 Ghislaine Stidham SW
10 Yoshiko Murillo SE
11 Hoyt Potts MW
12 Alysha Dewitt W
13 Claudine Dupuis NW
14 Shanta Spring NE
15 Ramonita Babcock SW
16 Janyce Betancourt SE
17 Rhiannon Cathey MW
18 Dominica Ordonez W
19 Rana Burchfield NW
20 Neida Ashe NE
21 Marylouise Halverson MW
22 Naoma Bloom NW
23 JoJo Jones W
24 Dean Washington W
25 Kiki Lim W
 Das
Region SalesRep Total Sales Products
MW Diego Vasque $97,676,721.77 Aspen
Hoyt Potts $98,080,866.12 Beaut
Marylouise Halverson $71,264,227.30 Bellen
Rhiannon Cathey $95,462,815.59 Carlota
MW Total $362,484,630.78 Eagle
NE Neida Ashe $78,517,054.99 Elevate
Shanta Spring $97,283,529.80 Flattop
Tomi Benton $98,434,632.34 Kangaroo
Tyrone Smithe $371,234,391.46 LongRang
NE Total $645,469,608.59 NaturalElbow
NW Claudine Dupuis $98,103,415.96 Quad
Naoma Bloom $64,852,463.65 Sunset
Rana Burchfield $85,748,598.92 Sunshine
Shon Stein $97,393,829.71 TriFly
Sioux Radcoolinator $372,570,305.87 Vrang
NW Total $718,668,614.11 Yanaki
SE Chin Pham $369,927,587.51 Grand Total
Janyce Betancourt $97,694,581.16
Yoshiko Murillo $98,387,593.67 Month
SE Total $566,009,762.34 January
SW Chantel Zoya $370,482,626.49 February
Ghislaine Stidham $97,570,053.52 March
Ramonita Babcock $97,952,987.88 April
SW Total $566,005,667.89 May
W Alysha Dewitt $99,031,223.15 June
Dean Washington $37,695,249.31 July
Dominica Ordonez $92,923,854.83 August
JoJo Jones $58,790,960.77 September
Kiki Lim $34,012,286.02 October
Vannessa Deloach $98,858,929.56 November
W Total $421,312,503.64 December
Grand Total $3,279,950,787.35 Grand Total
Dashboard
Total Revenue
Total Sales
$3,500,000,000.00
$140,411,138.67
$192,760,111.69
$3,000,000,000.00
$151,774,713.00
$135,125,097.63
$363,321,357.01 $2,500,000,000.00

$244,226,824.84
$113,984,473.84 $2,000,000,000.00
$129,380,115.08
$77,267,752.49 $1,500,000,000.00
$76,057,880.19
$801,532,047.74 $1,000,000,000.00
$128,687,582.44
$112,792,186.84 $500,000,000.00 $377 M
$370 M
$54,472,063.64 $178 M $169 M
$70 M $63 M $70 M $69 M $68
$50,200,366.79
$0.00
$507,957,075.46 Ja nua ry February March Apri l May June Jul y August Septem
$3,279,950,787.35

Total Sales This shape represents a slicer.

$69,657,364.28 Slicers are supported in Excel Year Running Total
$62,871,197.44 2010 or later. 2017 $783,396,331.17
$178,025,406.42 If the shape was modified in 2018 $511,508,622.13
$369,862,065.57 an earlier version of Excel, or 2019 $165,846,418.02
$376,991,106.63 if the workbook was saved in 2020 $544,136,181.91
$169,165,788.66 Excel 2003 or earlier, the 2021 $434,912,413.51
slicer cannot be used.
$69,511,778.07 2022 $599,885,176.50
$69,170,757.07 2023 $240,265,644.11
$67,856,483.72 Grand Total $240,265,644.11
$406,614,283.91
$740,762,113.50
$699,462,442.08
$3,279,950,787.35
Revenue
$3280 M

$741 M $699 M

$407 M

$70 M $69 M $68 M

Jul y August September October November December Grand Total

Running Total CALC

$783,396,331.17
$1,294,904,953.30
Total Revenue for Years
$1,460,751,371.32 2017 to 2023 =
$2,004,887,553.23 $3,279,950,787.35
$2,439,799,966.74
$3,039,685,143.24
$3,279,950,787.35
$3,279,950,787.35
Total Sales Max Year Min Year Total Revenue for Years 2017 to
$3,279,950,787.35 2023 2017
Total Revenue for Years 2017 to 2023 = $3,279,950,787.35
Explicit or Implicit?

ProductName Sum of Sales Average of Sales Count of ProductName

Carlota $20.00 $20.00 1
Quad $90.00 $30.00 3
Sunshine $90.00 $45.00 2
Sunspot $10.00 $10.00 1
Grand Total $210.00 $30.00 7

Drag Criteria / Conditions / Filters from Dimension Tables or Fact Tables?

ProductName Sum of Sales

Carlota 20
Quad 90
Sunshine 90
Sunspot 10
Grand Total 210

ProductName Sum of Sales

Quad 90
Sunshine 90
(blank) 30
Grand Total 210
Tables are in Data Model with a Relationship between ProductName

Sales ProductName ProductName Supplier

30 Quad Quad GB
40 Sunshine Sunshine CO
30 Quad
50 Sunshine
20 Carlota
10 Sunspot
30 Quad
Implicit DAX Measures
Drag and drop field into Data Model PivotTable/Power BI Values Area and the Data Model makes a Read Only Measure for you
MUCH Less Control when you use Implicit
1) Number Field will use SUM Function
2) Text Field uses COUNT
3) You can't add Number Formatting to the Measure
4) You can't Reuse Formula
5) You can't change the name of the Measure
6) If you right-click an Implicit Measure in the Values Area of the PivotTable you can change the "Summarize Values By", but the

Explicit DAX Measure

You create the formula, choose the name, add the Number Formatting and use it over and over.
You create formula in Measured Grid, or Measure dialog box
MUCH More Control when you use Explicit
1) You choose what functions go into your Measure
2) You can name the Measure
3) You can apply Number Formatting that will follow the Measure around when it is reused.
4) You can use the formula over and over.
5) You won't have a bunch of extra Measures created by right-click, "Summarize Values By".
es a Read Only Measure for you

e "Summarize Values By", but then it adds yet another Implicit Measure