excel to power bi

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Excel to Power BI

The Power BI journey

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Basic understanding

02Intermediate level 03

Advanced level, Functions, Macros

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Power Query

05Power Pivot & DAX

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Power view, power map

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Power BI designer, Power BI web app

The Power BI journeyLearning journey

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Excel learning curve

A typical learning curve for Power pivot

Courtesy: PowerPivot Pro

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Power pivot learning curve

Learning curve


A typical learning curve for excel

Courtesy: PowerPivot Pro

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Analyze

Visualize

DiscoverPower Query is for

Search, Connect, arrange, normalize, access & transform data & data sources

from internal data, external, internet

Power Pivot is for

Easy data modeling and preparing data for what you want to see in your visualization.

Sources are Excel table, power query or data connections to databases & other services.

Power View and Power Map & Power BI apps are for

It’s time to visualize the data model

3 stages of Power BI Analytics


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Data Connections from Files

Data connections to Excel files, CSV and text files Connections to SAP BOBI,

Facebook etc.

Merging & Appending data queries

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Data Connection from other sources

Combining data

Power Query data sources

Power Query look Power Query data tabs


Stage 1Discover


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01Power Query editor

After connecting with data source, power query editors window appears as shown above

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Each editing step is monitored & can be reversed


Power Query look

Power Query data tabs

Stage 1Discover


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Power Query home tab

Query can be refreshed, format of a particular column can be selected, two queries can be merged or appended

Power Query transform tabPower Query add column tab

Wonderful feature of unpivot column. Column can be split, header row can be established & format of the columns can be done here.

A new column can be added etc.


Power Query look Power Query data tabs

Stage 1Discover


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Adding data Any excel table can be added directly through selecting “add to data model above”

Adding data-through P. Query

Power pivot interface

Relationships DAX Function typesThe Power BI

journeyStage 2Analyze

If data is first obtained through power query then after doing formatting, it can be loaded to power pivot through “close & load to “ option in power query editor.

Understanding DAX

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Power pivot ?

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Power pivot look

The Power BI journeyStage 2Analyze

• After adding the data to data model this is what you will get.

• At this stage relationships can be established among various data tables

• Each table appears as separate worksheet in power pivot

• Calculated columns can be added.

• Calculated fields (explained later) can be added.

“The PowerPivot database is a set of tables that are loaded in memory and saved into an Excel workbook. When loaded in memory, these tables are viewed in the PowerPivot

window, not on Excel’s worksheets.”


Relationships DAX Function typesUnderstanding DAX

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Data relationship

• Establishing Links among various tables is very easy.• Each block represents one table having many columns and related columns can be simply dragged and joined.• One to one relationships can be made by joining related columns from two tables• So far the relationships support one to one relationship.• For many to many relationships, a table with common records can be created and both columns can be joined to

the single or unique value table.

Stage 2Analyze




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Calculated fields-DAX

• Calculated fields can be added to a particular table

• Flexibility of adding name and description of the Calculated fields.

• Formula can range from simple multiplication, subtraction to complex DAX queries

• Each formula can be assigned to a category like percentage, Currency, date and general with decimal points.

Stage 2Analyze


• DAX formulas can be used either in PowerPivot tables, or in PivotTables in Excel:

• Formulas can be used in calculated columns, by adding a column and then typing an expression in the formula bar in the PowerPivot window.

• Formulas can also be used in measures. You create these formulas in Excel, by clicking “Calculated fields” in an existing PowerPivot PivotTable or PivotChart.



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Calculated fields/columnsDAX Definition


DAX can be a simple formula as above where REVENUE is the table name and [sell Net total] is the columns name

DAX can be a complex formula like above which calculates month to date revenue for the selected context. The BLUE highlighted items are called functions.

What is DAX (Data Analysis eXpressions)?“DAX is a collection of functions, operators, and constants that can be used in a

formula, or expression, to calculate and return one or more values. In other words, DAX helps you create new information from data already in your model.”

Total revenue := (Revenue[Sell Net Total])+(Revenue[Fuel surcharge])

MTD Revenue Net :=TOTALMTD(SUM([Sell Net]),(Table1[Account Date]))

Yield := [Sum of Carrier revenue ]/[Sum of Weight Chargeable KG]

Previous Quarter Sales:= CALCULATE(Revenue[Sell Net Total], PREVIOUSQUARTER(Revenue[Account date]))

DAX becomes more complex by adding calculate function which calculates the figures for the selected context or slicer, or by ignoring the context, depending on how it is used.

Stage 2Analyze

• The same formula can behave differently depending on whether the formula is used in a calculated column or a measure.

• In a calculated column, the formula is always applied to every row in the column, throughout the table. Depending on the row context, the value might change.

• In a measure (calculated fields) however, the calculation of results is strongly dependent on context. That is, the design of the PivotTable and the choice of row and column headings affects the values that are used in calculations.

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DAX example-SimpleDAX example- complex



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Understanding Functions

DAX

Time intelligence

• CLOSINGBALANCEMONTH • CLOSINGBALANCEQUARTER • CLOSINGBALANCEYEAR • ENDOFMONTH • ENDOFQUARTER • ENDOFYEAR • FIRSTDATE • LASTDATE • NEXTDAY • NEXTMONTH • NEXTQUARTER

• NEXTYEAR• OPENINGBALANCEMOTH • PARALLELPERIOD • PREVIOUSDAY • PREVIOUSMONTH • PREVIOUSQUARTER • PREVIOUSYEAR • SAMEPERIODLASTYEAR • TOTALMTD • TOTALQTD • TOTALYTD

Types of various functions

• Statistical Functions

• AVERAGE • AVERAGEA • AVERAGEX • COUNT • COUNTA • COUNTAX • COUNTBLANK • COUNTROWS

• COUNTX • MAX • •MIN • •MINA • •MINX

• Date and Time functions

• DATE • DATEVALUE • DAY • EDATE • EOMONTH • HOUR • MINUTE • MONTH

• TIME • TIMEVALUE • TODAY • WEEKDAY • WEEKNUM • YEAR

• Time intelligence

• AND • FALSE • IF • IFERROR • NOT • OR • TRUE




“Deep understanding of these DAX functions is very essential and can make a big difference in the data model buildup and later its use in the dashboards”

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Power view look

Stage 3 Visualization

• Power view is the instant visualization available within Excel.

• Through inserting power view, PowerPivot data model can be viewed a power view

Power view with card as slicers

Power BI on web

Power BI windows app

Power BI iOS/Android app

The Power BI journey Power MapPower View

Power BI designer

• Various fields can be selected as slicers/cards and data can be viewed with reference to particular context.

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Power map view


• The power map function allows to have a geographical view of the data.

• Various data layers can be added on one map where the height or width can represent various data characteristics

• Various data layers can be shown with reference to timeline of the changes in data over time.

Power map-heat map


Power BI on web


Power BI iOS/Android appPower MapPower View

Power BI designer

• In addition to bar charts, map contains the functionality of showing heat maps

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Power BI Designer ?


“The Power BI Designer is a companion application for Power BI. It is a standalone Windows Desktop application that can bae downloaded from the Power BI site”

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Power BI designer View


Power BI on web



Power BI designer

“This application combines Power Query, Power Pivot Data Model and Power View into a seamless experience that will allow users to build their Power BI elements in an offline fashion and then upload to the Power BI Service”

• There are two buttons on the lower left hand corner. The Report button opens the report as shown in the left hand side. Whereas Query button opens the query in power view.

• The data can be arranged in power query and report can be designed. This file can thus be used as a source file to power BI application.

• Designer is a great report building tool which gives lot of charting options.

03 Report & Query

buttons

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• Available through office 365 subscription.

• Left hand side lists down all the created dashboards

• Dashboard connects to wide variety of resources from local MS Excel, Power bi designer files to resources like google Analytics, appfigure, marketo etc.0

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Dash Board Inside View


Power BI on web



Power BI designer

• Every dash board allows user to do Q&A where questions can be asked from the data

• The charts can be selected from already designed charts in Power BI designer or created through Q&A.

• The formatting of the charts can also be done.• Questions can be further improved by selecting

existing fields on the go.

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• App can be downloaded from windows store.

• Currently office 365 subscription is required to use the functionality

• Left hand side view shows the format of the dashboardDash Board’s Inside

View


• By clicking a specific dashboard further details of the dashboard can be seen.

Power BI on web



Power BI designer

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Power BI iOS app view


• App is available on iOS and Play store.

Inside View of Dashboard


Power BI on web


Power BI iOS/Android

appPower MapPower View

Power BI designer

• By clicking a specific dashboard further details can be seen as displayed. Above is a screenshot from an iPhone.

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Books

Learning resources

>>>>>>From medium to advanced knowledge >>>>>

Sites/Blogs

http://www.powerpivotpro.com/http://blogs.msdn.com/b/powerbi/https://powerbi.microsoft.com/


http://www.powerpivotpro.com/

http://blogs.msdn.com/b/powerbi/

https://powerbi.microsoft.com/

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Upcoming Features

Upcoming Developments

• Interested users should use power pivot and power query for all the data analysis no matter what is the size of the data and complexity involved.

• DAX is the core knowledge area and improving DAX skill will make a great difference in making you a great data analyst

• In addition to practicing and spending time in excel, users should read academic material on the BI and DAX as it will significantly help in understanding the concept and its application. I have given some references earlier.

• Complete each analysis from adding data to the model to final Dash board as it will help understanding the complete cycle of the power BI.


• On July 24, 2015 power BI is going to be generally available.• Power BI designer will be renamed as Power Bi Desktop.• Some new chart types like waterfall and area charts and matrix will be added.• Q&A visual formatting will be announced.• Space management on power BI will also be introduced.

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My personal advice

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Introduction

About me

• I am a Finance & Accounting professional and Fellow member of The Institute of Chartered Accountants of Pakistan.

• I have got 14+ years of experience in managing the financial affairs of large scale Corporate entities as head of Finance and Accounting departments.

• I have a passion for Business intelligence products/solutions & Financial Data modelling.• Currently I am working as Finance Director with Saudi Airlines Cargo Company in Jeddah, Saudi Arabia.• Email: [email protected]. Feel free to ask any question and I would be glad to answer.• LinkedIn: https://sa.linkedin.com/in/zedakhan


mailto:[email protected]

https://sa.linkedin.com/in/zedakhan

excel to power bi

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