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

2. 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

3. 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

4. The CALCULATE Function
Sum If in Power BI
The CALCULATE Function

5. The CALCULATE Function
Sum If in Power BI
The CALCULATE Function

6. 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]) )

7. Easy Forecasting Visualizations
Sum If with Modifications

8. Easy Forecasting Visualizations
Sum If with Modifications

9. 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

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

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

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

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

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

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

16. 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

17. Join a Power BI Community
Key Resources
Join a Power BI Community
PBIUG:
Power BI Community Forums:
CALCULATE(:
DAX language resource:
M language resource:

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