Explore Data Beautifully: How Power BI Desktop Stacks Up Against Excel Introductions Dan McAllister Reporting Practice Lead AXMentor, Inc.

What can Power BI do for Analysis? Learning Objectives What can Power BI do for Analysis? Explore Data Transformations and Visualizations Sum If in Power BI (the CALCULATE function) Easy Forecasting Visualizations (Sum If with Modifications) Visualize “Users online per hour” (the && tool) Use of Power BI Query Editor (Unpivot columns in Power Query) Share reports within your organization

Why It Matters Share data on different formats Power BI vs. Excel Share data on different formats Allow users access to the same dataset without edit access Run repeatable transformations on the data without macros Intuitive visualizations for users to interact with

The CALCULATE Function Sum If in Power BI The CALCULATE Function

The CALCULATE Function Sum If in Power BI The CALCULATE Function

The CALCULATE Function Sum If in Power BI The CALCULATE Function Issue Number to Text DateTable = Calendar(Minx(table1,Table1[Date Opened]),Now()) OpenIssues = CALCULATE( COUNTROWS(Table1), FILTER( Table1, Table1[Date Opened] <= LASTDATE(DateTable[Date]) && Table1[Date Closed] >= FIRSTDATE(DateTable[Date]) )

Easy Forecasting Visualizations Sum If with Modifications

Easy Forecasting Visualizations Sum If with Modifications

Easy Forecasting Visualizations Sum If with Modifications Calculated Measure Option 1? = IF ( HASONEVALUE( Option1[Option 1] ), SUM (Forecast[Forecasted Sales] ) * SUM( Option1[Multiply By1] ), SUM(Forecast[Forecasted Sales]) ) Manage Relationships

Visualize “Online Users per Hour” CALCULATE and the && Tool

Visualize “Online Users per Hour” CALCULATE and the && Tool

Visualize “Online Users per Hour” CALCULATE and the && Tool HourEnd = Table2[HourStart] + 59.99/(60*24) OnlineUsers = CALCULATE( COUNTROWS(Table1), FILTER( Table1,Table2[HourStart] >= Table1[Start Time] && Table2[HourEnd] <= Table1[End Time] )

Use of Power BI Desktop Query Editor Unpivot Columns in Query Editor (AKA Power Query)

Use of Power BI Desktop Query Editor Unpivot Columns in Query Editor (AKA Power Query)

Use of Power BI Desktop Query Editor Unpivot Columns in Query Editor (AKA Power Query)

Share Data Within your Organization Leveraging Power BI Workspaces Publish to Power BI Online Pin to Dashboard Share with Colleagues Power BI Pro vs. Free View on Phone Shared Data Sources vs. Local Schedule Refresh

Join a Power BI Community Key Resources Join a Power BI Community PBIUG: https://www.pbiusergroup.com/home Power BI Community Forums: https://community.powerbi.com/ CALCULATE(: https://powerpivotpro.com/2009/12/powerpivot-dax-calculate-is-a-supercharged-sumif/ DAX language resource: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-quickstart-learn-dax-basics/ M language resource: https://powerbi.microsoft.com/en-us/blog/getting-started-with-power-query-part-i/ https://axmdemov8ade2fe9200b657b8aos.cloudax.dynamics.com/data

General Inquiries: info@axmentor.com Dan McAllister: dmc@axmentor.com Contact Information General Inquiries: info@axmentor.com Dan McAllister: dmc@axmentor.com Website: www.axmentor.com