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
Category: Tutorial
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
Scheduling Power BI Data Refresh using APIs
We have an enterprise job scheduler which is used to execute ETL jobs. The last step of the job scheduler is to refresh the Power BI data set. Here are the steps to do it. Create a Service account in your Azure Active Directory. Assign Pro license to the Service Account. Add the Service Account … Continue reading Scheduling Power BI Data Refresh using APIs
SAP BW Connector for Power BI – Support for additional member properties
October update of Power BI Desktop was released a couple of days ago. One of the key feature update in this release is that the SAP BW Connector now supports additional member properties (attributes). Earlier version of SAP Connector exposed only text value of the BW object. To get additional member properties, we had to have … Continue reading SAP BW Connector for Power BI – Support for additional member properties
Power BI Tutorial: Row Level Security on Parent Child Hierarchy
EDIT: I recorded a detailed video on how to work with Parent Child hierarchies in Power BI: https://businessintelligist.com/?p=2603 In the last post, I talked about flattening parent child hierarchy. Building upon that - the next question is how to make sure that an employee has access to only his/her data and that of the employee(s) … Continue reading Power BI Tutorial: Row Level Security on Parent Child Hierarchy
Power BI Tutorial: Flatten Parent Child Hierarchy
EDIT: I recorded a detailed video on how to work with Parent Child hierarchies in Power BI: https://businessintelligist.com/?p=2603 I have been working with SAP data source lately. And in SAP dimensions, parent-child hierarchy is very common and there is a need to flatten it in Power BI. A common parent child hierarchy is an employee … Continue reading Power BI Tutorial: Flatten Parent Child Hierarchy
PowerApps – Sharing apps
Once you create a PowerApp, you need the capability to share the app with users. How do we do that ? Let's take a look. To share a PowerApp, the app has to be saved in the cloud. Local apps cannot be shared. If you are using PowerApps studio, click on File -> Share. This will … Continue reading PowerApps – Sharing apps
PowerApps – Passing values between screens
When a user navigates from screen 1 to the screen 2, we want to render content on screen 2 based on the user's selection on the screen 1. To do this we have to pass the selected value(s) to screen 2. Let's check out how to achieve this in PowerApps. Download the sample App from here. In the … Continue reading PowerApps – Passing values between screens
PowerApps – Navigate between screens
An app typically has more than one screen and we need the capability to navigate it. PowerApps has two functions, Navigate and Back that helps with navigation. Let's check out how these functions work. Download the App from here. Select Next button on the WOD screen. From the properties section pick OnSelect. Notice the formula: Navigate(WODDetails,ScreenTransition.Fade) Here is what … Continue reading PowerApps – Navigate between screens
Price Volume Mix Analysis Using Power BI
EDIT 2020-12-14: the final installment of the three part series on PVM with DAX formulas and the latest video can be found here: https://businessintelligist.com/2020/12/11/dax-for-perfect-price-volume-mix-pvm-calculation-power-bi-tutorial/ EDIT 2020-11-20: the most recent post about this topic, including a video, can be found here:https://businessintelligist.com/2020/11/20/the-definitive-guide-to-price-volume-mix-calculation-pvm-in-power-bi-theory/ EDIT: 202-04-24: I have made some additions to the original post, please see the theory … Continue reading Price Volume Mix Analysis Using Power BI
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