In my first foray in to investigative journalism, I am taking a look at Microsoft's recommendation to use KEEPFILTERS() function where possible to improve performance. (https://docs.microsoft.com/en-us/power-bi/guidance/dax-avoid-avoid-filter-as-filter-argument) I also talk about Microsoft Power BI Guidance – a very good resource for commonsensical Power BI related advice and best practices. (https://docs.microsoft.com/en-us/power-bi/guidance )
Category: Power BI
Power BI & DAX Tutorial: How to Implement Allocations
If you are in FP&A and trying to understand profitability of your products/business units, you have had to face a challenge of allocating certain corporate/HQ expenses. In this tutorial I go over the steps of implementing allocations in Power BI: Desktop file location: https://bit.ly/3dOUTNV The calculations below are used in the tutorial: Rent = CALCULATE ( SUM ( GL[Amount] ), KEEPFILTERS ( GL[Account] = "Rent" ) ) Amount with Allocation = … Continue reading Power BI & DAX Tutorial: How to Implement Allocations
PowerBI: Using Power BI Embedded as Dev/Test Environment for Power BI Premium
Whether "Power BI Pro is a tool for amateurs and Power BI Premium is a tool for pros" is true or not is debatable. What is not debatable, however, is the fact that we need a dev/test environment where we could harden our models without having to affect our production environment. Power BI Premium is … Continue reading PowerBI: Using Power BI Embedded as Dev/Test Environment for Power BI Premium
Power BI – How to Organize Measures in a Metrics Table
Do you have measures spread across multiple tables ? Is it getting hard to find the measures ? Check out this video which talks about organizing measures. https://www.youtube.com/watch?v=w8wPyYatzMo
Power BI & DAX: Working with Workdays
Working with Workdays does not have to be hard work. At least that's the claim I make in the video below: Please watch the video to understand the theory behind the calculations. I am pasting the calcs below just in case you find them useful. DATE Table calcs: IsHoliday =VAR Holiday = RELATED ( Holidays[Holiday] )RETURN IF ( Holiday = BLANK (), FALSE (), TRUE () ) WeekDayNo =WEEKDAY ( 'Date'[Date], 2 ) IsWorkDay =IF ( 'Date'[IsHoliday] || 'Date'[WeekDayNo] > 5, FALSE (), TRUE () ) WorkDayID =IF ( 'Date'[IsWorkDay], CALCULATE ( COUNT ( 'Date'[Date] ), FILTER ( ALL ( 'Date' ), 'Date'[IsWorkDay] = TRUE () && 'Date'[Date] <= EARLIER ( 'Date'[Date] ) ) )) Measures: NoOfWorkDays =CALCULATE ( COUNT ( 'Date'[Date] ), 'Date'[IsWorkDay] ) Revenue by Work Day =DIVIDE ( [Revenue], [NoOfWorkDays] ) … Continue reading Power BI & DAX: Working with Workdays
Power Query – Merge Function
Can I use merge function to filter data ? Yes you can and there are gotchas... Listen to the post for details: https://www.youtube.com/watch?v=ycb4qzo0nhE&t=128s
Power Query – Create Functions
How hard is it to create functions in Power Query ? Do I need to learn coding to write functions ? When should I create functions ? I answer these questions in the following post: https://youtu.be/XGlTcgELxG4
Power BI – SAP Connectors Part 3 Large Data Volumes
In this post, I cover strategies to deal with large data volumes when using SAP connectors in Power BI. https://youtu.be/snw6gpWYuTc
Power BI: How to Implement Dropdown Navigation
EDIT 2021-03-02: if you would like to learn how to create a Dynamic Dropdown Navigation - please follow this link: https://businessintelligist.com/2021/03/02/dynamic-dropdown-navigation-in-powerbi/ Dropdown navigation allows us to use the real estate of the report page more efficiently. Traditionally, we use buttons and bookmarks to implement navigation between different pages in our reports, however, as number of … Continue reading Power BI: How to Implement Dropdown Navigation
Power BI & DAX: How to Implement Dynamic Page and Chart Titles
We often need to have a dynamic title (page or chart level) that changes based on what the user has selected from the different slicers/filters on the page. In this video, I go over several strategies for accomplishing this task. I start with a very simple one, that requires no knowledge of DAX and then … Continue reading Power BI & DAX: How to Implement Dynamic Page and Chart Titles
