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Moving from Excel Formulas to Wyn Hopkins Moving from Excel Formulas to DAX

Moving from Excel Formulas to Wyn Hopkins Director: Moving from Excel Formulas to DAX ata analysis E pressions Wyn Hopkins

Microsoft Data Insights Summit 11/1/2019 1:38 PM POWER BI GROWTH Power Pivot & DAX 2010 July 2015 June 2019 © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is the difference? Measures Formulas Useful Information - that’s all that business intelligence is, it’s all about getting your hands on useful information BI is UI What makes Information Useful?

Excel Formula DAX Reference Ranges (1 cell is a range) and can apply TRUE / FALSE criteria Reference Columns and calculate after Filters are applied SUM SUMIFS INDEX MATCH / VLOOKUP SUM SUMIFS XLOOKUP SUM SUM after FILTERS Relationships not formula Lots of Requirements Gathering, involving a business analyst would document and then translate this to the developer There would then be a long and expensive process = 12 months + Biggest issue with traditional solutions: We normally don’t know what we want until we see something and then we can decide what works and what is missing. Often with traditional BI Solutions this is then deemed “out of scope” and it’s too late You must “imagine” what how filters are going to be applied Ranges are selected while building Formula

PBI has a couple of extra functions and features DAX in Excel DAX in POWER BI Lots of Requirements Gathering, involving a business analyst would document and then translate this to the developer There would then be a long and expensive process = 12 months + Biggest issue with traditional solutions: We normally don’t know what we want until we see something and then we can decide what works and what is missing. Often with traditional BI Solutions this is then deemed “out of scope” and it’s too late PBI has a couple of extra functions and features

Excel Formula DAX Demo… 11/1/2019 1:38 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

You can use VARIABLES in Excel 2016+ 11/1/2019 1:38 PM Card visual in Excel You can use VARIABLES in Excel 2016+ DAX missing from Excel https://dax.guide/ © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Excel Formula DAX FACT Tables have to be widened (Additional Helper columns added) Formulas Written with use and context being abstract Manual re-writing of formulas for different views or for “new data” Need to understand the Data Model to understand the formula Big Data volumes = Slow / Crash Lots of Requirements Gathering, involving a business analyst would document and then translate this to the developer There would then be a long and expensive process = 12 months + Biggest issue with traditional solutions: We normally don’t know what we want until we see something and then we can decide what works and what is missing. Often with traditional BI Solutions this is then deemed “out of scope” and it’s too late Amazingly Portable Amazingly Fast More Reliable? Pivots expand automatically Easier to Workaround / Hack.

11/1/2019 1:38 PM Next Steps… © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Modern Excel and Power BI Meetup Perth 11/1/2019 1:38 PM https://powerpivotpro.com/ https://curbal.com/blogglossary https://www.dax.guide https://www.daxpatterns.com/ https://www.sqlbi.com/ Google: Excel Tech Community Power BI Community Modern Excel and Power BI Meetup Perth © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Connect Google: Wyn Hopkins 11/1/2019 1:38 PM Connect Google: Wyn Hopkins @wynhopkins Wyn Hopkins accessanalytic.com.au/blog © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Moving from Excel Formulas to DAX 11/1/2019 1:38 PM Wyn Hopkins Director: Access Analytic Moving from Excel Formulas to DAX © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.