John Tran Business Program Manager, The Suddath Companies Power User Group Admin, Power BI

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“Baking a Cake” ETL “Blender” Data Warehouse “Baking Pan” Load to Data Sources “Raw Ingredients” ETL “Blender” Data Warehouse “Baking Pan” Load to Data Model Connect to Data What’s on Sale: ERP Oracle SQL Server Excel -Filter incoming data - Combine data sources to create a single set -Create custom columns -Create relationships between data -Create reports

Extract/Load your data

Database 101: Data/Relationships 9/24/2017 7:39:31 AM Database 101: Data/Relationships Fact Table A transactional table is the most basic and fundamental Dimension Table A collection of reference information about a measurable event Joins/Relations Instruction to combine data from two sets of data Dimensional Modelling Star Schema Snowflake Schema © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Database 101: Data/Relationships 9/24/2017 7:39:31 AM Database 101: Data/Relationships © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Clean your data

Query Editor – Normalize the Data 9/24/2017 7:39:31 AM Query Editor – Normalize the Data Duplicate Table Reference Table Transform Data Type, Rename, Replace Transpose Data Group By Add Column Conditional Column Format © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/24/2017 7:39:31 AM Query Editor © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Analyze/Transform your data

Create your own measures in Power BI Desktop 9/24/2017 7:39:31 AM Measure and Columns – Transform the Data Data Analysis Expressions (DAX) is a library of functions and operators that can be combined to build formulas and expressions in Microsoft SQL Server Analysis Services, Power Pivot in Excel, and Power BI Desktop. Date and Time Functions Time Intelligence Functions Filter Functions Information Functions Logical Functions Text Functions Math and Trig Functions Etc. Create your own measures in Power BI Desktop © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Measure and Columns 9/24/2017 7:39:31 AM © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Create your own measures in Power BI Desktop 9/24/2017 7:39:31 AM Measure and Columns - “Implicit” Versus “Explicit” “Implicit” Versus “Explicit” Measures Explicit Measure – a measure you create by writing a formula in the Editor Implicit Measure – what you get when you just check a numeric column’s checkbox My opinion Never, ever create implicit measure Impacted calculations - Need to only change a single formula to fix everything Never perform spreadsheet/data surgery again Create your own measures in Power BI Desktop © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample of Explicit Measure/Column

Create your own measures in Power BI Desktop 9/24/2017 7:39:31 AM Measure and Columns – “Think like DAX” It is important for you to get comfortable thinking about measure the way DAX engine thinks about them Example: You filter the table X to just the rows where Priority=High and Year=2017, then sum up the SalesAmt column over those remaining row Create your own measures in Power BI Desktop © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Let’s learn DAX

Data Analysis Expressions (DAX) 9/24/2017 7:39:31 AM Data Analysis Expressions (DAX) Data Analysis Expressions (DAX) is a library of functions and operators that can be combined to build formulas and expressions in Microsoft SQL Server Analysis Services, Power Pivot in Excel, and Power BI Desktop. Date and Time Functions Time Intelligence Functions Filter Functions Information Functions Logical Functions Text Functions Math and Trig Functions Etc. © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Date and Time Functions 9/24/2017 7:39:31 AM Date and Time Functions These functions in DAX are similar to date and time functions in Microsoft Excel. However, DAX functions are based on the datetime data types used by Microsoft SQL Server. MONTH ( ) YEAR( ) WEEKNUM ( ) NOW ( ) vs TODAY ( ) DATEDIFF ( ) CALENDAR ( ) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time Intelligence Functions 9/24/2017 7:39:31 AM Time Intelligence Functions These functions help you create calculations that use built-in knowledge about calendars and dates. By using time and date ranges in combination with aggregations or calculations, you can build meaningful comparisons across comparable time periods for sales, inventory, and so on. TOTALYTD ( ) PREVIOUSYEAR ( ) MORE… © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/24/2017 7:39:31 AM Filter Functions These functions help you return specific data types, look up values in related tables, and filter by related values. Lookup functions work by using tables and relationships between them. Filtering functions let you manipulate data context to create dynamic calculations. CALCULATE ( ) – Expression with filters DISTINCT ( ) FILTER ( ) - Subset of another table RELATED ( ) - Join FILTERS ( ) ALL ( ) – Good for ratios, denominators © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Information Functions 9/24/2017 7:39:31 AM Information Functions These functions look at a table or column provided as an argument to another function and tells you whether the value matches the expected type. For example, the ISERROR function returns TRUE if the value you reference contains an error. CONTAINS ( ) vs Query Editor (M) ISBLANK ( ) AND BLANK ( ) LOOKUPVALUE ( ) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/24/2017 7:39:31 AM Logical Functions These functions return information about values in an expression. For example, the TRUE function lets you know whether an expression that you are evaluating returns a TRUE value. IF ( ) IFERROR ( ) TRUE/FALSE ( ) AND/OR ( ) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9/24/2017 7:39:31 AM Text Functions With these functions, you can return part of a string, search for text within a string, or concatenate string values. Additional functions are for controlling the formats for dates, times, and numbers. BLANK ( ) - Null CONCATENATE ( ) CONCATENATEX ( ) FORMAT ( ) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Math and Trig Functions 9/24/2017 7:39:31 AM Math and Trig Functions Mathematical functions in DAX are similar to Excel's mathematical and trigonometric functions. However, there are some differences in the numeric data types used by DAX functions. SUM ( ) SUMX ( ) ROUND ( ) – Rounds up TRUNC ( ) – Removes decimals © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demos

Questions/Feedback Need help with data modeling New User Group Site – www.pbiusergroup.com Looking for speakers and volunteers Looking for sponsors PowerPoint files/Documents Microsoft Data Insight Summit June 12-13th Next Meetup Group Date: April ? Location: NR Computer Learning Center Topic: TBD More Information at Meetup.com/OC-Power-BI-User-Group Need help with data modeling Email: johntran@datastretch.com Phone: 714-222-7760 Pbiusergroup.com forums © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.