How to #TalkPowerBI

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 Say “Hi, I’m from ________” in the Chat Box

 Special Topic (if planned for that day)
 Power BI Q&A
o Phone (Learn Power BI Students) – Just Speak Up 😊
o YouTube Chat (hold your Power BI Questions till I request for a question)
o (Later) Open the Phone Lines for YouTube
 If you’re new…
o Say “Hi…I’m from…”
o Make sure to check my 60-Minute Tutorial
o Okay to Listen In
o Don’t hesitate to ask question (No Stupid Questions – Only Stupid Answers)

We take 1 question from the Phone, then 1 from YouTube and go round-robin

⭐Awarded to Questions (Criteria)

 Real Business Scenario (no hypothetical)
 Seems Simple
 But isn’t
Dashboard Showcase & Makeover Format
 #WIN
 Dashboard Review

Q&A Format
 LearnPowerBI Student (Pre-Submit)
 YouTube (Pre-Submit)
 LIVE Question
 Repeat

Notes for Avi

 Reset Footer
 Question /Topic Bar
 Windows + Print Screen to Auto Save Screenshots

Feb 26 Q&A
As more and more people are learning and excelling at Power BI,
would Power BI become new excel? Meet, India

 Old Excel
o Death by a thousand cuts
o House of cards
o Gets complicated over time
o Very Flexible = Strength/Weakness
o Files flying everywhere
o Formulas Everywhere
 New Excel / Power BI = Excel + Power BI
 Power BI just a tool
o Trying to kill off Excel

Jan 22 Future of Power BI: Personal Lens

  When others are greedy, be afraid. When others are afraid be greedy.
When they zig you zag. When others are stepping back, you step up.
 What can you do now (in the Current Crisis) that 3 Years from Now you would say “That’s the best thing that
happened to me/us”

 10:51 Who do you help? Your Year: 2020. Plans for 2021?
 30:48 How do you help a Client who Doesn’t Want Your Help?
o Want vs. Need
o Bleeding  ER
 Inner Journey: Do I really have something of value? Can I really help others?
o Is it a Binary Switch?
o Or do you go back and forth?
 Biggest Challenge
 Biggest Opportunity

 IAN: Deep, Microsoft Teams

 Learning as you go…
 We teach what we needed to learn… (Who do we serve). Purpose of pain/fear.
Mateus/Frank.
 Emergent Property

 xxxPower BI Bubble:Everyone knows Power BI

 xxxClients have their fear too
 Saying I don’t know.
 We dismiss our qualities, because it comes so easy for us.

 Drowning in Data / Movement vs. Progress

 Accounting / IoT / healthcare / Celery Test

Jan 8th 2021 Techie vs. Business User

From a personal level (not organization / business leadership level)

 Techie vs. Business User: The Old World

 Techie vs. Business User: The New World!
 Techie vs. Business User: Who Wins?
 What Can You Do to Improve Your Chances?
 Q&A

Dec 11th Dashboard Showcase

  Dashboard Checklist
o Squint Test
o Power Pattern
o Stephen Few
o (Story?)
 LearnPowerBI
o ✓ Nikolas Nemeth
o ✓ Matthias Friedmann
 Potential
 Expected
 Win
 Lose
 Exit
o ✓ Samuel Shaibu
o PL
 YouTube
o ✓ R. Lieuw-Sjong
o Bjarne Lyngso
o Folake Akintade-Ojeikere
o Shashank
o Adrian Dick
o Babajide Fagoroye
o


Nov 27th Q&A

 LearnPowerBI Students
o ✓ Steve
o ? Joel
o ✓ Dan
o ✓ Kirk
o Nynke
 YouTube Pre-Submitted
o ✓ Ewan
o ✓ Matthias
o Branislav
o Maria
 YouTube Live
o ✓ John: Match Records

09:07 Power BI vs Access for Simple Reporting Steve Ross

 Access: Daily Reporting

 Suited for Power BI
 Database Application
  Access: Data sits in Access Data Structure
 Power BI: Takes some time to load the data
 Core
o Load the data
o Store it in a structure
o Define Calculations
o Build Report/Visualization


 Excel Hell:
 Power BI Hell? IT vs. Business

09:30 How do I plot items that are "in-state" over time? Ewan Pritchard, Apex, NC, USA

 Time Intelligence Functions  Date Intelligence

 Date: Jan 1 2020  Ultimate Calendar
 Time: 10:30:23 am  Time “Lookup”

10:00 Viewing results of a DAX table function Dan Connolly, Atlanta, GA

Question Detail: I have a complex DAX measure that ends by doing a count of a Calculate table function. I would like to
be able to view the details of the results in the table not just the count

 The Easy Way: Create a Table with the same measure

 Calculations  New Table (CALCULATETABLE)
o Static
o Kitchen of Power BI  Power Query
 Measure = COUNTROWS(XYZ)
 Calculation => New Table = XYZ

10:23 How to Match Records in Power Query (Jon)

 Merge
 Complex Condition

Calendar: Jan 1, Jan 2, Jan 3…

Employee:

Start Date, End Date

Jan 10 Feb 13
⭐10:29 Analyzing data cubes (By Matthias, Hangover, Germany)

Question Detail : I need best practices for reading & analyzing „data cubes“ (e.g. google analytics) consisting of
dimensions and measures. Would you transform it into a tabular model in PBIX? Can you outline a way to do so?

 Power BI = Overnight Success? 20 years in the making

o Cube
o Default = 2D Data Sources (Tables)

 Data Cube: 20+ Billion/Trillion Rows  Summarize in a Snap!

o SSAS Multidimensional
o SSAS Tabular
o Oracle , SAP …

 Decision?
o Power BI (Reporting/Visualization)  Live Connection to a Cube
 Create Your Own Measures
 Add Your Own Tables?
o Cube ==IMPORT==> Power BI
 Not Fun
 Often Slow (Building a Pivot  Use a Query DAX/MDX)
 Advantage: Full Control
 Disadvantage: Reinventing the Wheel

⭐ 10:44 Table within a Model that has Multiple Possible Relationships with other tables (By
Kirk Danzl, Minneapolis, MN) #Scenario:Using_Both_DAX_Copy_Table

Order Table

 What Open Orders we have?

 Due Date = When they are Due?
 Added Date = When they were added?

11:12 Calculate a Year to Day Count Based on a Slicer (By Nynke Weekamp, Slagharen, The
Netherlands)

Is it possible to calculate a year to day count based on a slicer, even if a subject has no records (By Nynke Weekamp,
Slagharen, The Netherlands)
Question Detail: I want to make an estimation of the year end results based on the amount year to day.

I wan't to do this by category. But not every category has a result in the given month.

For example:

Category 1 has results in Januari till September (this is 274 days)

Category 2 has only results in Januari, March and May.

For both category's i still want the year estimate based on the 274 days, which have passed this year.

Extra complication, i have a slicer with the month in it, and if one selectes f.e. Januari till April, i want the calculation
based on the days for those month, so the calculation depends on the slicer.

Scenario 1: Year to Date based on Today’s Date

EndDate = TODAY() // Advanced: based on Last Date in Your Data Set

Sales_YTD = CALCULATE([Sales], DATESYTD(‘Calendar’[Date]))

 Decision Points/Assumption:
o Sales_YTD = VAR vSelectedYear = SELECTEDVALUE(‘Calendar’[Year])
CALCULATE([Sales], FILTER(ALL(‘Calendar’), ‘Calendar’[Year] = vSelectedYear, ‘Calendar’[Date] <=
[EndDate])

Scenario 2: users Picks a Date Range from Slicer (e.g. Jan – April)

EndDate =

If Nothing is Selected in Slicer then TODAY()

Else MAX Date Selected by Slicer

 Decision Points

Nov 20th Are You Good Enough?

Make them comfortable

FEAR on both sides...

Convey...??

Failure is the best teacher

CHOOSE YOUR ADVENTURE

THOR HAMMER

LEARNING PARADOX
TOPICS

? I don't Have a Background in Tech/IT/Database/Data Science...

? Are my Power BI Skills Good Enough?

? What about other areas: Power Flow, Automate, Azure, Python...

? What if I Disappoint my Client?

Nov 17th 100 Thousand Feet Meeting

Monse #PowerQuery_vs_DAX

Robert Mbai #Thought-Process

 Were any of the steps hard? (Same question I asked Greg)

Oct 23rd Q&A

 LearnPowerBI
o ✔ Dawn
o ✔ Byron
o ✔ Pat
o ✔ PL
o ✔ Shaibu Samuel
 YouTube
o ✔ Gabriel (Dynamic Charts + Gapminder)
o ✔ Steve Williams
o ✔ Wal Ibru
o ?Emily Pelayo-Yuson
o ?Dian Sasanti
o ?Sandeep: Related / RelatedTable

TODO: Lower Third Automate PROCESS (TeamAvi’s Help)

TODO: Move unanswered cards?

09:11 Refreshing data through Dataflows (By Dawn, Kansas City, MO) #FollowUp

Question Detail : I have three different primary datasources:

1 SQL Server database with 10-15 tables that change every 12 minutes

4 Excel files that do not change

1 csv file that changes daily

1. Do I create one large data model, even if the individual PBIX files may only need a subset of the tables?

2. How do I set up the refresh for only the appropriate number of refreshes per primary datasource type?

3. When do I get data from the dataflow vs the curated dataset?

4. When you create a data model separate from the reports, do you have a recommended way to separate them?

Data Flow > Data Model > “Thin” Reports

 Single Version of Truth

 Single Source of Truth

09:22 Where to Create New Measures

 “Thin” Reports: May not be an option to Create Measure

 Check-In / Check-Out / Release Control
 Release: Features/ Bugs
 Dev/Test/Production:

09:33 I Want to know how make good dynamic chart as Gapminder (By Gabriel Medina, Rio
Cuarto, Cordoba, Argentina)

 Reports
o Operational Reports: BEAUTY. Functional => Beautiful
o Storytelling
o ??

09:45 Fiscal Calendar Definition (By Byron Buege, Lake Forest, CA, USA) #CustomCalendar
#ThoughtProcess

 Gregorian Calendar (Jan-Dec) : Time Intelligence Functions

 Fiscal Calendar (Start of the Year = Jul 1 st, Oct, Feb…) = Time Intelligence Functions
 Custom Calendar (Month is not a Month) = Time Intelligence Functions
o Define/Source It (Continuous Dates, with No Gaps)
o Define Your Own Time Intelligence Functions
 Duality
o Matter  Energy
o Coach: Answers Lie Within
o Goals!!! Set Goals/BHAG/Dreams  You Let Them Go!
o Calendar:
 Special: Time Intelligence Function
 Not-Special:
#IDEA (Manish Katiyar) How to do Loops in Query Editor

10:52 Getting error when calculate loan maturity date (By Pat Broz, New Port Richey,
Florida, US)

 Options
o 1. Query Editor:
o 2. DateAdd??
o 3. DAY, MONTH, YEAR and then add YEAR

11:29 Misc Q&A (Interview / Certification / Making Videos)

 [Shraddha] Interview [Power BI Developer]/Certification:

What’s the best place I can invest time/energy/money  Goal (get a job)
Avi & Ravi:
Ravi = Certification
Avi = Real World Power BI Experience
Real good at Power BI ? Real Practice = __ & __
o Company: Hiring Manager: [Business + Power BI] = 20% Core Concepts (Pull that Information)
 [PL] Making a Power BI Video:
o Zoom (Meeting with Yourself) > Record
o Screen Capture: To Show Yourself Start a Zoom Meeting and Put Zoom Video in a Corner
Loom
 o Camtasia (Screen + Webcam)
o OBS

11:45 Is Upwork a Good Platform for Power BI Professionals By Samuel Shaibu, Lekki,
Lagos, Nigeria

Goal?

Successful on UpWork.
“Successful” Power BI Pro?

o 100% UpWork  Steady State

o Focus/Niche  Pillarstone Story
o 9-5  9-5 Mindset (Employee Mindset)
o Working In Your Business vs. Working On Your Business
Money/Success  Time
Less I Work => The More I Make

Success

 UpWork Pros
o Huge Platform  Lot of People looking for help
o Somewhat Structured (Kinda Know what You Need to Do)
o …
 UpWork Cons
o Lot of People are offering their help  Marketplace Dynamics
 Starting Out:
 Staying In:
o Your Lemonade Stand is on someone else’s backyard
 Kick You Out
 Change the Rules

12:11 How many Queries Is too many? (By Gentry, Dayton, OH, United States)

 Question Detail: Basic question with big impact on performance. I’m more familiar with Access and creating 10-
20 merged queries so that I can make visuals or reports in Excel/Access. Maybe bad practice but moving forward
exclusively in BI desktop should I have fewer query tables and do the query, filtering or measures on reports
section? I mainly focus on Text aggregations not numbers. Thanks. I’m on live today

 Path 1
o “Trying to answer the question that’s been asked”
o Reports, Visual, Graphs, Tables
o Will work / More Productive than Earlier
o “It was so much easier in _____” (Excel, Access, SQL…)
o Good. Great?
 Path 2
o Unlearning
o Learn (20% = Query Editor, DAX=== Modeling). Data Table. Lookup Table (Fact/Dimension)
 o Agile
o Data Table? Lookup Tables?
o Can answer the question
 that’s been asked
 the next question
 the question they’ll ask an year from now
 Query
o Loaded into Model (Strict): Data Table, Lookup Tables (50+)
o # of Queries in Query Editor = As many as you need (100-150 Queries)
 “Trash Can”

12:34 How important is Data Profiling? Recommendations/Best Practices (By Steve Williams,
United Kingdom)

 Data profiling is not a goal. Means to an End

 Data Profile (When faced with a brand new dataset?)
o Data Table
 Numbers? (Check for Errors/ Alpha-Numeric)
 (Already Know It) Keys -> Lookup Table (Confirm Data Type Matches on Both Sides)
o Lookup Table
 Key: Look at Distinct & Unique Count is the same
 Columns with low number of Distinct Values
 1 Distinct Values = Delete?
 2 Distinct Values = Boolean (Male / Female)
 Category (5), Color(10), DaysToManufacture(4), ProductLine(5)
o Distribution in the Current Table
o ★ Distribution in the Data Table
Interesting? Insightful (Data  Insight  Action)
o Why was the # of Distincy Values?
 120 Distinct Values?
 Hierarchy: Category, Subcategory
(Key test = 1 Subcategory only appears under 1 Category)

01:07 OK NOK column (By Wal Ibru, Copenhageb, Denmark) (By Wal Ibru, Copenhageb,
Denmark)

 Want to fail in Power BI?

o Never let go of the “Newbie” (Rookie) Label / Getting Started / Still Learning
(Me => Others)
o Always say “It’s hard…”

Oct 16th Your Biggest Fears about Becoming a Power

BI Consultant
  04:20 Not having a Consistent Income
 12:09 Disappointing My Customer: Am I Good Enough?
(~14:00 Discussion about Pyramid Theory of Power BI)
 18:01 Fear of Selling / Putting Yourself Out There?
 29:05 I would work so hard and not get any results? (Disappoint my family)
Fear that I would have to go back to my old boss, with my tail tucked between my legs
 41:05 Financial Security for Family (Tuition for Kids/ College) / Medical Insurance!!!
(Fear that my kids would go hungry)
 52:03 Q&A: At what % of Annual Income would you leave? (Kurt)
 58:09 Q&A: What is a great way to network with clients? (Logan)
 01:00:08 Q&A: How do I "network" with potential clients, while I still have a job?
 01:04:47 Q&A: What if I don't get recognized for my work?
 01:06:07 Q&A: How do I know how much am I worth? Am I being paid right amount?
 01:10:36 Take Action!
 Fear of Niching Down
 Fear of Rejection

Oct 9th Dashboard Showcase

 Gianmario_Polenghi: italia-covid19-01-05-2020.JPG / Gianmario_Polenghi_paesieuropei-covid19.JPG
 Hamir_Ozchakir_Dashboard Showcase & Makeover .msg
 Harpreet_Ghuman_Dashboard Showcase & Makeover today! (still time to submit your entry).msg
 Jawad_Ali_Portfolio Dashboard Earned Value Management.pdf / Project Controls Dashboard.pdf / Resource
Managament Plan.pdf
 Matthias_Friedmann_Dashboard Makeover.msg
 Noreen Fujita-Sacco_Gear Aid Sales Reports.pptx
 Prakash Ananthaiya_Hotel Booking.pbix
 Sravan CS

Sep 25th TalkPowerBI Q&A

09:15 How can I associate multiple content reports with the same dataset? (By Kirk Danzl,
Mpls. MN)

⭐ 09:22 Kirk: Reports & Datasets in Different PowerBI.com Workspaces?

09:32 Connecting to Google Analytics (By Parul Goyal, Surat, Gujarat, India)

 PowerBI.com? Or on Power BI Desktop?

09:39 PENDING: Compare List of Events to Sales Data (By Beth Chavez, Chestertown,
Maryland, USA)
⭐ 10:03 DAX or Power Query to create the Result Table? (By Cristian Angyal, Timisoara,
Romania)

 2 Inputs
o POs & Quantity
o Separate List of Products: Production Schedule
o TASK: Design a Delivery Schedule (Keeping the order of Pos in the same order they arrive)
 DAX vs Power Query:
o Dynamic?
 Yes: (Power Query, DAX Table, DAX Calculated Column)
 No?
 Power Query
 DAX Table
 DAX Calculated Column

10:28 Harry Ferrera One Button for “Clear” All Filters at One Time?

 Avi: Bookmarks

10:34 Eraj : Percentage of Total

https://trello.com/c/Mrl7esi1/300-too-many-syntax-errors-in-dax-by-eraj-abu-dhabi

⭐ 10:47 Need to remove rows (By Lim Ming Hai, Singapore)

11:06 Fiscal Calendar Definition (By Byron Buege, Lake Forest, CA, USA)

Step 1: Build this Table

Step 2: Write Your Own Time Intelligence Measures

TIME INTELLIGENCE(): Calendar, Month, Year

⭐ 11:16 CONTINUED: Compare List of Events to Sales Data (By Beth Chavez, Chestertown,
Maryland, USA)

11:53 Sonali Jhai: Trying to create a report with around 65 columns. Memory error :-(

 Data/Lookup: Giraffes, Hippo

 Hiraffe? Gippo?

 100 numbers (Average, Min, Mac, Percentile, Chart)

 Report: 65 Column x 50,000 Rows? (Stepping Stone)  Export to Excel
o “Last Mile”?? “ACTION”
o Build it into Power BI
 Options
o Analyze in Excel
o DAX Query
o SSRS
o …

12:04 Santanu: Operation Throttled by Power BI Premium

 PowerBI.com = Shared Capacity

  Power BI Premium = Dedicated Capacity (V1)
o V1:
o Increase Capacity to V2
o Distribute it Better: Stagger Refresh (6am). Try different refresh time.
o Optimize
 Coming Soon: Power BI Premium Autoscale
o

Sep 24th 2020 LearnPowerBI Advanced Call + Pro+

Private Calls
Dan C. PDF Reports for Users?

 How to create PDF Report for Customers

o SSRS
o Excel 😊

Antony: Discussion about the Power BI Industry

 #Power BI is the next Excel?! (Avi: that can be good or bad)

 People are using Power BI more…but they don’t know what they are doing.
e.g. Not connecting directly to their database (connecting manually). Database is a MESS!!
e.g. Too much to do replace N/A with 0. She has to create number of steps in Query. How can we do in one
step…(I got annoyed with so many steps in Power Query).

 High paid professional wasting their time on this (High Paid because of other skills…but no Power BI Skills)

 Ian Bowman: Wild West Phase. No Town planners…people just showing up with picks and axes.
Differences in new world? Novel.

o Spectrum of Capabilities of the Tool (Excel to Enterprise…wider shift)

Pulls up Business User. IT can meet in the middle
o Repeatability on Business User Side: Earlier Excel things became too much effort and died out (Things
built by Business Users are usable…even by IT)

o Avi: Both way…

 Business Users can take something IT built and build upon that
 IT can take something Business User built and upgrade it to IT
 Dan C.: Consulting + Works at Software Company
o Self-Serve BI
o Using Microsoft Dynamics: As Business Layer
o Segregate: Design, Engineering & Report Development
 Design: Standard set of Template
10-12. E.g. one for Marketing
  Engineering: M & DAX Code.
Standardized Report (Models?) update on a regular basis

 UNIQUE ABILITY: Business Users can combine data from Warehouse with Other Data
(IT can look at it and say, should that be part of the IT offering) power bi

Ian Bowman: 80-20 Push-Pull is a powerful Message

Eamonn (Pro+ Call) #ADVANCED: Selecting a Measure

OneNote

Dan C: Cost Model for Sharing Power BI Report? (Avi: Row Level Security)

Dan: Wants to share report with other users, but wants them to see different data.


 PowerBI.com Pro $10/month
 Power BI Premium = $5000/month (500 or more users)
 Using Power BI On Prem Server with SQL SA, but that’s an year behind in development

 Antony: App: Premium

Avi:

Sep 17th RealPowerBI Calls

#IDEA: I have bashed Calculated Columns

 5 Reasons to NOT use Calculated Columns

 5 Reasons to USE Calculated Columns

Sep 11th Dashboard Showcase

News from LearnPowerBI

 Power BI is my excuse to change people’s lives, so they can change the world
 RealPowerBI www.RealPowerBI.com : Business Users, get free help for your Power BI Project
Aug 17th Communication Day

#Idea: Dynamic CurMonthOffset based on Data Available

https://www.youtube.com/watch?v=WBddNp_25YY&lc=Ugx-30CzKR8fxFDXVYt4AaABAg

Aug 8th #Challenge

https://www.facebook.com/groups/LearnPowerBI/permalink/1264112976959455/
Jul 24 Q&A

Announcement:

 Goal: Three Month Vacation (Less is More; Less your Work, the More you Make)
 August Vacation (Work-Cation): Update LearnPowerBI Course

LearnPowerBI Students

1. Steve (LearnPowerBI)
2. James
3. Ganesh
4. Oscar

YouTube
 1. Alejandro
2. John Southard: Calendar / MonthNum
3. Juliette
4. Matias
5. Nanc(y)
6. Fabio

09:15 Steve Ross Star or Snowflake

 Product
o SubCategory
 Category

 ? Complicated:
 ? Save data / Flatten
 Table A: Sales Order / Purchase Order, 100 rows
o Table B: Purchase Order Detail, 100 rows
 “It Depends”
o Do they belong together?
o No. of Columns: Higher No. Column  To Combine
o Space:
 3NF: Redundancy
 Try both ways, see how much it reduces the file size

09:51 Identify Top 80 from a MIX (sorted) (By Alejandro Medinilla, Leon, Guanajuato,
Mexico) #CONCEPT:Human Learning #FOLLOW-UP

Human Learning  Machine Learning

“Sandy” - ML

10:?? James Standard Deviation Lines

10:30 Ricardo: Inventory Dashboard

 Stock / Out of Stock

 Movement:

10:51 Oscar Career Next Steps

 Career <> Technology (Sand Dunes)



11:05 Stephanie #IDEA:Custom Calendar

 Biz Operations Analyst

 Oct 2019 = Fiscal Year

11:21 Ramon Illarramendi: Regarding basic visualization. Is it better/easier in a a report to

inlcude a slicer or just add a table or graph and have the user click on it to filter/slice?

Slicers

 Compact, Space Saving

 Multi Select is easier Slicers (Discoverable & Intuitive)
Jul 22 Call with Eamonn #IDEA: Benchmark
Metrics (Sales Germany vs Europe)
e.g. Year over Year % Change for Germany = 5% (is that good or bad?)

Benchmark Year over Year % Change for Europe = 10% (Now we can compare Germany to Europe and judge good or
bad)

Jul 17: Life of a Power BI Pro

 Good: Flexibility
 Bad? Variable Income
 Ugly? Selling 😱
 Long Hours? Constant Travel? Competition?

Jul 6 #Power Query Advanced

https://www.facebook.com/groups/LearnPowerBI/permalink/3039817736055628/
Jul 1 Large Scale Power BI with Nicky V.
Questions

Q: When to decide to upgrade p1, p2, p3 => just based on usage data?

- Refresh requires 2x Memory

INTERESTING: Choice between

- Upgrading to P2/p3
- Vs. Optimize Data Models

Q: User Community? (along with training)

Q: PBI Admin vs. PBI Model Author

Q: Sharing “Don’t”

Q: Multiple pbi developers?

Xpherion: what is the advantage of apps compared to workspace v2 with premium capacity?

Workflows – Setup workspace , Pro License – Automated> Power Shell? - Popdesk

TIP: PowerBI.com Custom Branding

TIP: Powerbi.com Can change Help Links

Deployment Pipeline Feature in Power BI Premium

Jun 26 Q&A
Ian

Gary

Sam

⭐ 09:16 Ian: Star Schema, Multiple Fact Tables

Project Management:

- Cost
- Resource Time
- Budget
- Schedule

09:55 Gary: How to Calculate Complicated Expression Based on Multiple Columns #IDEA
(SWITCH-TRUE)

https://trello.com/c/fSiqTtRw/203-convert-excel-query-to-dax-by-gary-gray-bracknell-berkshire-england

Question Detail : i need a measure to replace Excel formula. In excel i check multiple columns and dependant on the
contents i return a different "Text" result. How can this be done in Power BI?

=IFERROR(IFS([@[Sales Stage]]="06 - Booked","06 - Booked",AND([@[Activated Total]]=0,[@[Provisioned Total]]=0),"01 -

Onboarding",AND([@[Activated Total]]=0,[@[Provisioned Total]]>=1),"02 - Enablement",[@[Activated
Total]]<([@[Provisioned Total]]*5%),"02.5 - Demo",[@[Activated Total]]>=([@[Provisioned Total]]*5%),"03 -
Adoption"),"")

DAX vs Query Editor?

10:18 Stop a line and column chart showing data that hasn't occurred yet (By Sam Geater,
London, UK) #IDEA

10:30 (Florent) Calendar #IDEA-Include-Calendar_Main-Course

- Slicers, instead of Sliders

- MTD, QTD, YTD
- Month over Month, Year over Year

Problem: Calendar Table is filtered for the Month that is Selected

⭐ 10:58 For projects in one table, find the corresponding orders from another table, and
check compliance (By Keven, Mauritius) #IDEA HUMAN LEARNING = MACHINE
LEARNING
#IDEA Dumb Yourself Down #Idea Hypotheses = Fail Two Paths, #DECISION-Point
#IDEA PQ Self-Merge (refer to steps in any order)
Jun 19 Jeffrey Wang
 Only one Underlying data type: (The 3 shows, Date, DateTime, Time are really for display/formatting only
 Question: Best to create your own Date/Calendar Table? Right?
 Question: Data Types between “Power Query” and DAX Model are
 Question: So many “Syntax Sugar”? SAMEPERIODLASTYEAR / DATEADD
 Tip: Show Hidden Table to Show Hidden Table
 Question: Can we turn it off Globally? If we turn it off, we cannot use [Order Date].[Year]
 Question: Can we create our own HIDDEN TABLES?
May 22 Q&A
??:?? #IDEA Live Connection to Trello (Suggested by Charles Elwood)

e.g. = Json.Document(Web.Contents("https://trello.com/b/ld7IaA73.json"))

09:?? Juan Statistical Software

09:28 Bill Murphy: Append Data from Query #FOLLOWUP

 Querying Sales Data

 But the System only returns Current Day
 We want to query each day => But append the results

========

 Solve it outside of Power BI. Excel Macro, queries it and saves it in a folder with the Date as Filename
 Used “R” inside Query Editor.

⭐ 09:3? Sunil Combine Multiple Fact Tables (Different Grain) #IDEA #DecisionPoint

Modelling: Decision Point

Option A) Do we combine (Append) them into a single table

- Does it store the “Source”

Option B) Keep them in Separate Tables

 - Main Table gets refreshed every day
- Second Tablets new data each month
- Power BI:

Separate Data Tables

- Common Lookup Tables: Entity & Calendar

- Sales, SalesX, Total Sales = Sales + Sales X
- Total Sales, we can slice and dice and report on using the common Lookup Tables

Single Data Table

Pros & Cons

 Single Table Pro = Model is simpler! (measures are simpler)

 Separate Data Tables =
o How similar are the tables?
o Do they really show similar values? (Apples / Oranges)
 Refresh =
o PowerBI.com Automatic Refresh
Extreme Exaggeration.

10:47 Manolito #IDEA:ImportvsDirectQuery

 Power BI 2 months ago

 Holiday Company, working for ~ 1 year (New Industry…)
o Had been involved with Data/Reporting earlier (using Google Sheets)
o Main Role: Software (Contact person between Employees & S/W Developer)
 Lots of Data, What are we doing now, future?
Clients, Reservations…
Creating reports but using a LOT of Excel Sheets.
 Can now connect directly to data! Yea! 😊

Import vs. Direct Query

 1000, 1M, 10M, 100M. 500M? Billion?

 Real-Time. What Action?

Multiple Copies of Report

 Coming from Multiple Sources (not a problem)

 Multiple Countries (Combine it)
o Data Source
o Model => PowerBI.com
o Multiple Reports
 One Report.
o Country = Slicer.
o Country = Filter. Then Pass as a URL Parameter.
www.powerbi.com/4343354?Country=USA

o Sales Reports: Global

 USA
 Canada
 Mexico
 Security is a Concern. Row Level Security.

11:25 Jihwan, VAR & RETURN

11:37 Kela (Elvira) – Lithuania

My question is:

I have the split of contribution amounts by Units a, b, c, d and i also have the % split of how the same units benefit from
total contribution amount. Delta is the difference between contribution and benefit amount for each unit. How to create
a solution, where for each Unit there is available information on where from the delta amount has originated (delta split
and contribution unit).
And how to make it as a sample (contribution amounts and benefit% could change)

Example:

Contribution amount for

A=300,
b=500, c=600, d=2000, total=3400, benefit for a=20%, b=10%, c=60%, d=10%, total=100%. Delta for a=380, b=-160,
c=1440, d=-1660. So if unit A is contributing 300, but the benefit for unit a is 20% from total contribution 3400 the
benefit will be 680 (3400*20%=680). it’ s delta is 380 it is attributed to unit B (160) and D (220), but there could be
another solution. How to solve it power Bi

12:18 Manisha Null as Default Value (YouTube Chat) #IDEA

Manisha: How to put null as default value for current value in the parameter and pull all the records when null is passed.

Manisha: How to put ALL as default value for current value in the parameter and pull all the records when ALL is passed.

12:29 Megan Most efficient way to connect to Quickbooks data & keep it refreshed

 Connect Directly from Query Editor

 Workaround to Still Connect Directly
o QODBC
o QuickBooks Online
 (TOTALLY DIFFERENT OPTION: QQUBE)
 Custom Connector
 Export
o Manual
o Automate Export

12:42 Sebastian Merging billing data from 2 different legacy systems #IDEA

The challenge here is that customer, product, sales reps and territories all have different codes in the old and the new
system, and field names also have different names.

1st Approach: Composite Key

??:?? Octavio: The #ChangedType #IDEA

Avod errors when Column Name changed in Excel

13:06 Anthony (Austin) Human Learning  Machine Learning

 iFly: Engineering/Project Management Team

 Proof of Concept
  Different Machines: Unique parts, common parts.
 Order Fullfillment.
o Order parts from Vendors across the world
o Track Parts
o Demonstrate to Each Customer. What% of Components are Fullfilled
o Show Management. % Management. Where all the Parts are
o Overall Project Report: How many of these parts have we ordered overall (across all Projects)
 Vendor fullfill orders across Multiple Shipments
 Pictures…

Building a PO tracking system: assemblies with unique & common parts, etc. I think I've structured tables well, but
theres a mysterious relationship breakdown. HELP!
Packing List to Drawing Numbers

TunnelModel > BOMs

#Idea: No. 1 Question. I don’t know _____, can I become good at Power BI?

I don’t know

 Excel
 SQL
 R
 …

Can I still get good at Power BI?

May 8th Dashboard Showcase

09:15?? Jeff Anderson Process Monitoring Dashboard

09:47 O.P.S. (Obed) Coronavirus / COVID-19 Dashboard

 Visual Center of Gravity (Squint Test)

o If Everything is a Priority, Then Nothing is a Priority
 Ikea (Museum Tour)
 Pixel Economy
o Data Pixel
o Non-Data Pixel
 “Pixel Police”
 Real Estate Developer (piece of real estate in New York)
 Dashboard by Design / by Accident
 Valuable Element of Dashboard Design: White Space
“Music is the space between the notes” (Power of Pause)
Srividhya (Usage of Space)

10:30 Vijay Kumar Top 25 Movies

 Power Pattern Elements (High Level Data, Breakdowns, Trends, Detail)

 Power Pattern Layout / Arrangement
Apr 17 Q&A

 Jason
 Diego
 Bob
 Hassan (Matrix)

09:18 Jason

Query 1 Database = Field 1 (Job Number), Field 2 (Superintendent) [may or may not be up to date]

Query 2 xlsx on Sharepoint = Field 1 (Job Number), Field 2 (Superintendent) [more up to date]

09:33 Diego

Venkat vscatter always needs measures on x and y axis

10:09 Bob Matrix / Write-Back / Power Automate / Old School Excel Way

10:13 Confirmation of Budget Measure (Bob)

10:20 Alejandro ??

 Jhwan Kim (EARLIER)

 Ammar
 Arbinda


10:37 Jihwan (EARLIER)

 EARLIER()
o DAX Calculated Column
 o DAX Measures
 Filter Context (INCOMING)
o CALCULATE([Sales], Product[Color] = “Red”)
 Row Context
o (INCOMING Row Context in a Calculated Column)
 FILTER( “Row Context”)


10:50 Ammar

11:00 Arbinda ??

11:03 Dan

Publishing to PowerBI Service (PowerBI.com)

 Free License (Individual use)

 Share? Paid License. Pro $10 /month/user
 SaaS: GDrive/ Dropbox
o Power BI Premium: Private Capacity: $5000/month
 Author still need a Pro License $10/user/month
 Dedicated Capacity
 Unlimited View Only Users
 Synapse: Azure Cloud
 SaaS: Salesforce / Reporting Sucks!

⭐ 11:15?? Alejandro

12:15 Nathan Lee: DATE Table

Using DAX, M

12:20 Arabinda COUNTBLANK()

Arabinda Biswal@Avi Singh - PowerBIPro to give you some background. COUNTIF(Y2:AE2,""), with this i am trying to get
a count of blank cells in a cell range in excel and then i'm trying the same in DAX but...

https://docs.microsoft.com/en-us/dax/countblank-function-dax

12:20 YouTube Misc. Questions

 ✔arun wadeyari wanted to display my sales amount target and trend in one card
arun wadeyarany custom visual for that apart from kpi indicator and card with states bu okviz?

✔ John Olsen: can you show us how to add the YTdFlags to the Calendar table. Thanks.
= Table.AddColumn(#"Inserted Day of Year", "Flag_YTD", each if Date.DayOfYear([Date]) <= Date.DayOfYear(CurrentDate)
then "YTD"
else null)

✔ S A: Dear Avi! please talk about power bi report service and publishing visuals, can we share through email id :like
hotmail's,gmail's

 PowerBI.com (Cloud)
 Report Server (On Premise)
 You CAN Share to Hotmail/Gmail.
o Hotmail/Gmail Full Fledged PowerBI.com Account

12:33 Power BI Job/Career/Interview

Slam thanks: what is the best way to get a job in power bi if you just starting our on the journey?
Shabana Ajaz: Any suggestions on nailing Power BI interview Q&A for experienced users.

 No One: Power BI Consultant/Professional

 $$$
o Work Longer Hours
o Better Trained / More DAX
o Willing to Work Less
 Business + Power BI
o Sales (3/5/10) + Power BI
o

Mar 20, 2020 Q&A

Update Needed
09:14 Diego ALLSELECTED inside Filter (Shadow Filter Context?) #PROBLEM
Casos Acumulados (dias desde primero reportado) =

CALCULATE (
[Casos],
FILTER (
ALLSELECTED ( Casos[Dias desde primer caso reportado en el país] ),
Casos[Dias desde primer caso reportado en el país]
<= MAX ( Casos[Dias desde primer caso reportado en el país] )
)
)
CALCULATE (
[Cases],
FILTER (
ALLSELECTED ( Cases[Days from 1st Reported Case in Country] ),
Casos[Days from 1st Reported Case in Country]
<= MAX ( Casos[Days from 1st Reported Case in Country] )
)
)

 Decision Point: I.C.A.N. vs. Examine the Data

DAX not being smart.
 I: Cases[Days from 1st Reported Case in Country] = 60
Paises[Country_Name] = “Estados Unidos”

10:04 Rules for Choosing Import vs Direct Query (By steve, london) #IDEA

https://trello.com/c/nEb0E9I3/78-rules-for-choosing-import-vs-direct-query-by-steve-london

 Challenging?
o Decide Up front?
(Can’t delay that decision / Can we switch back and forth from Direct/Import)
o Major Downstream Repercussions / Impact
 Default = Import
o Limitations in Direct Query DAX / M
 Default Relationship = 1-to-many (1:* Lookup:Data), One-Directional
 Exceptions
o Extremely Large Data Set (Billions, 10G File Size Limit on Power BI?)
o RealTime: Want vs. Need (#Modelling)
- What action(s) are you going to take?
- Is that your top priority?
- Can you live with 15 minute / 1 day data?
 Do want RealTime: “Subset Model” using Direct Query just for that need
o …
⭐10:23:58 Bashar Monthly Changing Bill Rates Table for Time and Material Projects (By
Bashar, Calgary, Alberta, Canada)

Albert Einstein = Problem at the level it was created…

Urgent vs. Important

Human Learning comes before Machine Learning.

TODO NEXT: Instead of iterating over the Data Table (Hours) would be better to Iterate over
Calendar[Months] & Resource[]

11:51 Get Min and Max Values out of a vizualization (By Alejandro Medinilla, Mexico)

Chain name as legend (colored lines)

Price YTD as values
Week Number as X axis
 I cannot get the min and max values as marked in the graph I get an average of mins or maxs grouped by chain but I
want to do it based on the visualization, what I mean by the visualization because lets say by using the filters I want to
select specific product, or store, o different dates

Which iteration would be better. Group  Month. Month  Group

12:19 Updating columns headings dynamically (By Naren, Bogota NJ)

  Compile Time (Static)  Query Editor
o Refresh
 Run Time (Dynamic)  DAX

01:03 (Live Chat) Hans Schiettekat How to Expose Reports to Customers

Hi all, I want to expose a report to our customers. how can we share the reports to the different customers/domains
without micromanaging all the accounts/roles/shares...

 Internal Sharing
o How the heck do you manage Accounts/Roles/Shares
100K People.

 Workspaces: Manage Permissions

 Security Groups
 Question: Does this stuff not work for External Users?

 Contoso.com
 Contoso-Guests.com ($10 domain name per year)
o Create my Customer Accounts on that domain
clientname@contoso-guests.com
joe@contoso-guests.com

o Which makes them “Internal” User

 Licensing
o Premium (View Only is Free) $5000/month
o Pro $10/user/month
 Customer has their own license
 Just share Dashboard with them

01:15 (Live Chat) Alex How to Make Calculated Column Dynamic?

Alex BikeyevI have a slicer on a calendar table. I use max() function to calculate "LastDate" measure.This measure shows
correctly in a visual as a date selected in the slicer; however,

the measure is calculated as the last date in the table (instead of what I select by a slicer) when I use the measure in a
calculated column. How do I fix this?

 Measures vs. Calculated Column

 You don’t
 Use a Measure

when I use the measure in a calculated column. How do I fix this?

That is like locking Superman (Measure) inside a Kryptonite (Calculated

Column). It loses ALL it’s Superpowers.
(analogy, metaphor, simili)  Story Telling.

Do good work, tell great stories.

 “Good enough” life  Great life!
The worst cage, is the one you build yourself. (“The great life is not possible for me”)
Question:
- Are other examples I can see (other people…)
“Why not us?”
-

“Entrepreneur by Accident”
Dad: His own business
Great Grandfather: Cows were the Stocks of Yester-years (buy low, sell high)
Accidental Entrepreneur

01:38 Prashand Banwarie is using a dim table as filter beneficial when using in a measure?

Yes.

Best Practice: Whenever a field is available in Lookup (Dimension) Table, use that, instead of the one in Data Table.

Sales[Date], Calendar[Date]  Calendar[Date]

Exceptions:??

01:41 Sujeet Nayak : How to Define a Static Benchmark for a Static Date Range and compare
Daily Performance against that. #PROBLEM (One Measure did not work)

if I want to group a date range and compare those by daily dates, how can I do this?

suppose 27sep to 18 Oct is my benchmark and 19oct onwards on a daily basis I want to check the % if it drops down or it
increases from the benchmark each day

I have created a measure for the same but after that how can I check my % increase or decrease from the
benchmark...on a daily basis by refresh

 Flow: When you feel your best and when you perform your best
o Fantastic! Like a Drug! (Sportperson). Risk ups chances flow.
o Sign: Time disappears. (Lose track of time).
Mar 13, 2020 Dashboard Showcase & Makeover

09:10 Juan Ignacio - Dashboard Servicio Transporte #IDEA: Composite Key vs. Many to
Many

 Courier Data
 Difference Between Distribution & Delivery to the Client
 Tables
o Pedidos = Sales
 Fecha_Atencion: Sales Date
o Repartos = Delivery
 Fecha Reparto
o Lookup
 Client
 Time
 Province
 Courier (Provider)

“Human Learning comes before Machine Learning”

 You’re not smart enough….

 You are too smart / Power BI (DAX) is Dumb!


Data Modeling: Decision Points

 Should the Tables be merged? Probably Not (Why? The Tables Look Different)
 Bridge Table (Many-to-Many)
 Options
 o Establish a Relationship (Weird? Connecting 2 Data Tables)
“Composite Key”

o Merge in Query Editor (Problem: I do not have Data Files right now)
o DAX LOOKUPVALUE as a Column (Why? Because it’s easier to understand)
o DAX LOOKUPVALUE inside a Measure

DAX Debug:

 Blank can mean a few things

o It’s supposed to be blank (legitimate result)

o One or more of our assumptions are wrong

(or we are missing some assumption)

o Error in our Formula

#IDEA: Custom Calendar

10:04 Jared Fiacco - Venmo Transactions

10:15 Timothy Lawlor - HR KPI Dashboard

 Colors: Bit too bold (consider not using the default palette, Classic palette has more muted colors)
 Squint Test: Main Focus not clear
 Layout not guiding the user: Numbers Top-Down is Unnatural
 Suggestion: Move Numbers at Top (move Slicers to Right – least important spot)
 Top Numbers: Can they have some indication that if things are good or bad
 Days Active:
o Shades of the same color (Shades of Gray, up to 5)
o Sort the Numeric Cateogories
0-30, 31-60, 61-90, 91-180, 181-365, +1 Year
 Consider Power Pattern:
o Current Active
o Current Active Breakdown = Departments
o Active Trend (over last rolling 12 months)

10:38 Robert Kersey – Customer Dashboard

 Dark Background (takes more skill)

White, Off-White
o But it works! Color Palette is simple (white, red)
 Background Image: No-No…Every Pixel Costs $$$
 Squint Test = Map. Not doing justice to data
  Good Emphasis on Important Data: Just move things around.
General KPI goes to the top
KPI Monthly Changes sits below it
 Good bones! Power Pattern: High Level, Breakdown, Trends, Detail
 Slicers: Move to lower priority position
 Page 2
o Good: Using similar/same pattern from page to page
o Go from High Level to Low Level
 Page 3
o Try Grouping (Top 5 Names, Other)

11:01 Nabeel PM - Sales_Dashboard.pbix

 Good: Off white Background (Stephen Few Approved!)

 Squint Test: Faces…
o Humans: “Pattern Recognition Machine”  Creativity
o Size of Picture is Intentional (by Product Value)
 Layout: (Left to Right, Top to Bottom)
o Non Data Pixels in High $$$ Spots (consider moving)
 Eliminate/Minimize Non-Data Pixels (e.g. the Black Bar in Title)
 Dashboard Elements:
o Discoverable: Can you find it on your own
o Intuitive: Once you find it, is it easy to use
 Employee Details: Misleading ☹
o If no Employee Selected…let’s blank out the measures
o Show a Message “Please Select an Employee”
 Year Over Year Comparison: 2018 should come AFTER* 2019
* in the sense we scan (R  L, Top  Bottom)
Geography xxx Above/Under xxx “Mexico is below USA”
11:25 Poll: What do you think is worse?

- Dashboards that outright lie (intentionally misleading)

- Dashboards that are unintentionally misleading

11:35 Money

- Money blocks:
o Money is evil
o Money is scarce (hard to come by)
o I’m not worthy of money
o …
- “Want Money”  Pushing it away
o I have no money… ($0)
o I want more money (I don’t have enough)
o Scarcity & Lack
- Job Search:
-

11:41 Ghada Ibrahim - Hospitalization Rates

 Ghada Ibrahim - Hospitalization Rates_1016.pdf

Ghada Ibrahim - Stroke Dashboard.pbix

o NOTE: Can change lower axis for Line Chart, but NOT for a Column Chart

 First Impression: Looks clean, hard to see detail

Consider: Changing Axis (Auto or set tighter limits 20-50)

 Squint Test

o Manager: Dumps Tasks on your plate…

You: Which one is P1?
Manager: They are all P0
When Everything is Important, then NOTHING is Important.
o What’s the most important element in Viz Design = WHITE SPACE (Cost $$$ = 0)
Size w/ White space

 Layout: Museum Guided Without Tour

o White Space can act like a “Red rope” – guiding them in their tour
  Layout


 Non-Data Pixel: Eliminate or Minimize

o Background
o Border
o Title Background

12:10 Jose

Jose Lobo - Example.pdf

- NOTE: Line Chart axis (Trend) cannot use with “Categorical” Values (use with Numeric )
12:21 Mai

 Mai Q. Vinh - PowerBI-Dashboard.JPG

12:27 Ossama

 Ossama Elzohiery.xlsx

Feb 28, 2020 Q&A

11:51 Getting Started as a Consultant (By Jason, Cleveland, Ohio) + Przemyslaw (Peter)
(LearnPowerBI Student)

 Finance Controller / Power Apps (Restructuring). Data  Process

⭐ 11:26 What is the best way to automate incremental appending of a master dataset (Excel)?
(By Stacy, Calgary, AB, Canada) + How to write data back to Excel (Narayan Maurya)

 Excel Query connected to Power BI

o Pivot Table (covered earlier at 11AM) on the call (Change Pivot Table settings to flatten it)
o Get Data using a Query Editor (DAX Query)  Table
 Write Back
o Power Apps
o Third Party = Acterys, PowerUpdate $$
o R/Python
 Stacy
o Make Power BI the “Master” & Excel just connects to it
o Use Approach above + Some Macro Magic

11:17 The best way to manage a power bi clients (By Dirceu Pavon)

We have a few power bi clients with different datasets and reports, we want to centrally manage they reports and
datasets and also isolate each partner from each other, for now we cannot afford a premium license.

 Premium = $5000+
 LearnPowerBI Consulting
 Car Rental Agencies (Niche)
 LearnPowerBI-Clients.com $10/year
o Create Power BI Accounts for Clients
o Give them a Pro License $10/month. 5 x $10 = $50
o Workspaces = to control access
 Email to Client
“Hey, your report has been published to a secure area. Use the Link/Login below
Link: <<link>>
User:
Password:

⭐ ??:?? Qlik vs Power BI: Two year Filters (to compare selected Year)

10:56 Qlik vs Power BI

 Either / Or
 B.Y.O.D = Bring Your Own Device
o 1st = Company handed you blackberries
o 2nd = Bring Your Own Device (Microsoft = iPhone, Android, Blackberry)
 Visualization
o 1st = We’ll hand you the VIZ Tool (Tableau, Qlik, Power BI, Excel)
o 2nd = BYOV
 MODEL is the King!
 Power BI
 o Approachable to the Business Users
o Bridge to Excel


⭐09:44 Simulate "For" or "While" loop in DAX (By Dan Connolly, Atlanta, GA, USA) #

Jan 10, 2020 Future of Power BI

02:07 Agenda/Topics

03:04 Guest Introductions

06:12 (Avi) Indicators for the Future of Power BI

08:05 Question: How was 2019 for Power BI in your world?

Parv Chana:

 Power BI ecosystem gives them an end to end solution

 Companies moving from other platforms to Power BI
 Multiple Companies developing products using Power BI Embedded. So Power BI is showing up in a lot of places,
where you may not even realize it is Power BI.

Charles Elwood:
  Started Power BI Consulting business 3 months ago. Just 1.5 months after starting, I had to start looking around
to hire more people for my company due to the heavy demand
 Invited to Purdue University. Discussed Power BI with Dean of University for 1.5 hours.
Good sign – that universities are also looking at Power BI and building that in their curriculum
 Google Acquisition of Looker, Salesforce acquisition to Tableau.
But Charles is seeing many companies switch from other tools to Power BI.
 (Avi) Companies shifting to Power BI en masse. Often with purchase of Office or Dynamics rollout.

Marc Lelijveld:

 New AI Capabilities now available in Power BI: Decompsition Tree, Q&A, Key Influencers Visual
 This bring BI a lot closer (accessible) to the business user, which is a good direction
 Can access advanced BI with low-coding or no-coding skills
 Also see big clients who are implementing these somewhat advanced solutions in their day-to-day business

15:20 What forces are working in favor of Power BI and fueling it’s growth?

Tristan Malherbe:

 Huge advantage in pricing. Cheaper than most tools on the market

 Big Advantage of interaction between Office 365 (Excel etc.) and Power BI. Many companies looking for that.
And Power BI enables lots of scenarios where these tools can work together
 (Future: Not quite understood by the market yet. But market may realize this in 2020).
Power BI is not just about Data Visualization! It’s a genuine end-to-end-BI tool which can enable Enterprise BI.
(World of Power BI and Analysis Services BI/Enterpirise BI are merging . This will be a great strength for Power BI
going forward
 (Avi) Power BI would act as the bridge, giving us the best of both worlds. Enterprise Scale BI (robust and
scalable) while also enabling business-users for Self-Serve BI

Reid Havens:

 BIGGEST NEWS in Power BI World: Opening up of XMLA Endpoint (currently only for Power BI Premium).
 Would allow companies to build their BI Platform in Power BI…but at the same time connect any Visualization
tool of their choice to Power BI e.g. can connect Excel, SSRS, but also Tableau, Qlik, Spotfire or any other
Visualization tool
 (Avi) New era of B.Y.O.V = Bring Your Own Visualization Tool. Just the way companies stopped handing out
blackberries and now adopt B.Y.O.D. (Bring your own device) – where you can be hired by Microsoft and still use
your iPhone to access their email etc. Same way, Companies would move to B.Y.O.V; where companies would
build their BI infrastructure and let users bring their own visualization tool of their choice

Charles Elwood:

 Companies are only starting to realize how fast Power BI can be and how quickly I can deliver reports & insights
 (Tristan) Agree with Charles, but it can be a risk to think that Power BI is easy. Business Users/Clients sometimes
underestimate the complexity of Power BI and Data Modeling. Ease of Power BI can be a double edged sword –
as it sometimes can be hard to explain to your clients why it’s not as easy as they expected.
 (Avi) Then there are people who are using Power BI without the knowledge, they are trying to use it like Excel or
SQL. They make it really hard for themselves.

23:49 Question: What are the challenges around the adoption of Power BI?

Greg Baerg:
  Challenges in terms of pricing model, especially with Power BI Embedded & Premium.
(Hope/Prediction) That has to change, be simplified in this year
 (Avi) Cannot make up my mind…if Power BI Licensing is really simple ($10/month/user) or is it really
complicated?
 (Marc) It’s easy, until you start talking about Premium
 (Parv) Working with a company, went from Pro to Premium (Were using complex Dataflows etc. Premium was
required/suggested). But the price jump was staggering.

Avi:

 Challenge around licensing cost for Mid-Size Companies

Small Companies can purchase $10/user/month
Large Companies can purchase Premium $5000/month
But what about mid-size companies?
 (Tristan) This has come up with discussions with Clients and Microsoft. Could be other lower priced SKUs which
Mid-Size companies can consider. We still need a good lower level entry point for Power BI Premium.
In France, clients who have Premium are only very large companies

Charles:

 Estimating pricing for Power BI Embedded SKUs for Clients is challenging. Since its capacity based.
 (Avi) Notice how as soon as we start discussing licensing Power BI Embedded/Premium it gets a bit complicated

Avi:

 Is Microsoft hard to reach / in accessible unless you’re a really large companies?

Unlike Power BI Competitors = Tableau, DOMO – where prospective customers get assigned a Sales
Rep/Technical Sales Rep
 (Marc) Smaller clients do complain that Microsoft is not accessible for them. But they forget how big and
supportive the Microsoft community is. Clients can often get help.
 (Avi) Microsoft has big ecosystem of Microsoft Partners & Microsoft MVP, which companies can rely on when
they need help

34:07 Power BI Challenges: Is Power BI easy? What about the hard parts? The DAX wall?

Avi

 Power BI much easier than old world. Accessible to Business Users (like me)
 It’s made life much simpler…but it’s not always easy
 Complexity around the whole infrastructure and specifically “The Dax Wall”
 “How can they get away with this?”

Parv Chana:

 DAX is super easy and also super hard

 It’s similar to Excel functions… (SUM, SUMIFS).
 Ned to focus on Data Modeling
 If you model correctly, DAX becomes easier
 If your Data Model is not great, then DAX can become extremely challenging
 People do not understand the value of the Data Model
 Quick Measures can help. Expect more of that in 2020.
Get people to move forward without learning the internals of DAX
Thomas Powers:

 DAX can be a challenge

 Modeling is a challenge, but comparatively easier
 Simple DAX Measures are not difficult.
 But when you get started, you can do the simple ones, but then run into trouble
 Quick Measures: were initially useful…but you hit a wall with them quickly and cannot go beyond a certain point

Thomas Powers:

 Another Challenge: Companies which are not ready to move to the cloud.
This makes sharing extremely hard (not as easy as publishing to PowerBI.com)
 (Avi) We may live in the Power BI bubble. If we step outside, there are many companies in BI Stone Age and
many of them not ready to embrace the Cloud / Software as a Service / Power BI.com

Charles Elwood:

 Excel Users  SSAS & SQL People

Power BI is the bridge. Excel Users often get started on Power BI but can move beyind.
 Challenge: Some give up and move back to Excel

42:38 Challenge and Big Opportunity: Power BI not as dominant in regions where English is
not the native language

Charles Elwood:

 Analyzed data with other Pro+ Members (Grace, Diego, Kenneth) of Power BI usage across multiple countries
 Clear trend emerged that it’s doing well in English Speaking countries
 But somewhat poorly in other countries (where English is NOT the native language)
e.g. Mexico and other Spanish Speaking countries
 Untapped market and potential for future expansion

Avi:

 Challenge, but also a tremendous opportunity

 Microsoft ecosystem: They lean on Microsoft Partners and Microsoft MVP
 It’s on US, to fill those gaps = gap between English and Non-English speaking populations
 Diego Lopez (Pro+ member) has taken it upon himself to fight this disparity

Tristan:

 Agree with Charles, same challenge in France

 Power BI features do not work well (e.g. Q&A)
 French people want to learn in their language. But most resources are in English.
 Marco Russo (Arguably the best Power BI Trainer in the world) had scheduled a training in France. But had to
cancel his training, as he didn’t get enough registrants – because the training was in English.

Avi:

 “Who am I to be doing this?” …if you’re asking this..

 “There are no new messages, only new messengers”
 We need to step up and be the Power BI messengers.. All of us
  It’s going to take Diego Lopez, Tristan Malherbe, Marc Lelijveld…it’s going to take all of us to step and restore
balance and justice to this Power BI world. To make it accessible for all the world population, regardless of their
language.

Marc:

 Netherlands: Lucky. English is well spoken

 Challenge with features only working in English (Q&A. Can train with Synonyms, but that’s limited)
 But interactions with clients can be challenging
 In training: requests Students to use Power BI in English (else it’s challenging to get help on web)

48:45 Question: What are your goals for 2020?

 Reid Havens: Setting up my business for Passive Income, e.g. Template Apps
Where I can generate income, without having to be there or need to spend time

 Avi: Holy grail of disconnecting Time  Money. As an employee and even as a consultant, mostly the longer you
work (Time) the more money you make. But you can go beyond to this new world of passive income (Where the
money you earn is no longer directly connected to how much time you spend)

 Greg: Looking forward to grow my Power BI Consulting Business. Working with Project Management & ERP
Systems but also working with clients beyond that. Excited to work with different companies
(Avi: “Clarity comes from action”)

 Thomas: Build my presence and start working with companies. Lead to job or consulting.
(Avi: Focus on actions)

 Parv: Engage more with people. Go out and share my knowledge. New blog posts, speaking engagements.
Learn from others on different ways to solve the same problem.
Technical = Hopefully Power BI offers a way to move from Dev => QA => Production
o Avi: We’re all on this journey (folks starting out and Microsoft MVPs)…you gotta enjoy the journey!
That may actually get there faster as well.
o The tough times…are just part of your “Hero’s Story”

 Tristan: Community plan to grow the Power BI User Group I am running. We keep getting new members. We
have monthly meetups. Two big events coming up. Business side = launched my own company a few months
ago. Going well, will keep that up
o Switch from traditional consulting to selling Solutions/Templates (disconnect Money  Time)

 Marc: Last year, spent a lot of time on public speaking. His year plan to focus more on blogging. But also
continue public consuming (but can be time consuming.
o Avi: What’s your favorite part about going to these events?
Marc: Like to see how others are solving problems. And also challenges they are facing. And then find
solutions for them (that often drives a lot of my blog posts(
o Avi: Common thread => Helping others!

 Charles:
o (Avi) Charles has inspired so many. Vulnerability is his strength! 2019 has been an incredible year.
o Tackle my fear: Switching into marketing. Developing the templates, gaining knowledge.
 o LinkedIn Video: Putting the first video. Was scary…but people love it
o Goal = Maintain the video. Power BI + How to Start Your Own Business
o Fear = half Thai. Speak Thai. Thailand is one of the underserved Power BI Market. Focus on serving that
market.

1:03:54 Avi: My goal for 2020.

To overcome my fears and serve my Students. Enable others. The Pro+ Group is going to be a key part of that.

Dec 20th
09:52 Dashboard 2: Gustavo Daily Report

 How to Bucket
o Number of Buckets
o Buckets should capture ~ 80% of the data (the last bucket, e.g. 180 Days or More should be less than
20%)

10:22 Ahmed:

Hi sir if we have multiple year data and I want to see the yearly comparisons of two year with the percentage line on my
chart and should change dynamically if change in the filter

Dec 13th Making of a Power BI Leader

 If you want to be an inspiring leader…have you already failed?
 What’s Not a Power BI Leader
 (Charles) Shared my story…found other people I could relate.
Followers following your path.

 Not the kind of “Pound the podium” leadership. Different.

(Avi) Example WWII US Navy General, who took over after Pearl Harbor
 Charles: Mean people in leadership positions. Collect the stories…and resolve to NOT do that. Be the complete
opposite.
 Avi: Story of the manager who would make people cry
 Charles: Went on a cruise and loved talking to the people who worked on the cruise.
Manager: “You talked to those people?”
 Avi: Stories of how many different managers in how many years.
  “Just a paycheck” Work/Life = are we not alive when we are at work?
 Jennifer: Milan (My-lan), Michigan…at current company for 18 years. Started as a receptionist. You can learn
something from everyone. But my input was not always heard.

 What makes a Power BI Leader?

 Avi: Simon Sinek…people, put them first
 Sahil: Being able to admit your mistakes?
 Avi: Easy to see that…but how do you detect that in yourself?
 Sahil: Surround yourself with people who can be the mirror for you?
 Avi:
o Idea that Einstein/Edison/Benjamin Franklin worked alone.
But they didn’t. They worked in a very collaborative environment
o Leader: Our perception is similar but incorrect. We imagine leaders as someone alone at the top of the
mountain. May be leadership…the more you surround yourself with good people.

 Singular Event that Changed Your Life

o Charles: Sharing my story on TalkPowerBI
o Charles: “I am the bridge” – between these cultures.
o Avi: Mindset is so important…Charles could easily adopt the mindset I’ve seen in some Indians in US.
“I’m not Indian enough for India. And I’m not American enough for America”
o Avi: Charles said, “Everyone has an amazing story…”
But I feel they do but they don’t realize it.
They share their story…and they cast it as a story of failure.
Leader/Greatness = Human spirit of striving against challenges (we all do that).
o Avi: Experiment. Take your own story…If your close friend shared that story…would you call them a
“Loser”?
 Storytelling: The Second Most Important Story You’d Ever Tell:
o The story of your work
o #1 is the Story of You

Dec 6 Death of a Power BI Consultant

Nov 15 Dashboard Makeover
09:15 Executive Dashboard, Stephen Mann #GOLD

Cost Value
We pay for each Pixel Amount of Data/Information/Insight Communication

 Screen = Real Estate

 Each Pixel = You have to pay variable amount, based on the Intensity of Pixel
(bright red = $$$, light gray = $)
 I want to spend my $$$  Data Pixel
 Then reduce $ on Non-Data Pixels (Eliminate, Deemphasize)
  Why is White Space the most valuable element in Viz . Design?
Because it’s $Cost = 0

 Good visualization design, is like getting a guided tour through a museum (without the guide being there)

10:06 Sahil Sort By Column

Table=

Discrepancy Discrepancy Sort

Notes 1
Notes & 100K+ 2
… 3
4
5
6
No Notes(3+ Days) & 100K+ 7

 Sort
o Customer Name  Alphabetically
o (Sometimes) Customer Name  Biggest Customer (Sales, LTD, YTD, last 12 month)
o Customer Name (Sorted) / Customer Name (by Total Sales)

What we call Color => Hue, Intensity

??:?? Kang Hongyi Factory Violation

Default:

 Table (Table, Matrix, Card, Multi-Row Card)

 Bar/Column Charts
 Line

Area # of Factories # of Total Units # of Violation Violation / # of

Factories

Violation / Total
Units
Area1 10 100
Area2 20 50
Area51 30 10

10:56 Sunil: Finger on the Pulse, Industry Dashboard

 Color always has to be intentional

  Sunil is using Color to not only Categorize at the top…but also to connect elements (Billing to Billing Chart)

 Everything is P1 (Everything is P0)

If Everything is Important, then Nothing is Important.
o Clues for Importance
 Location (Top, Left is $$$), Bottom Right ($)
 Size
 Scroll Bar (try to avoid)

Nov 8 RealPowerBI Project Presentations #QUOTE

 #QUOTE We teach what we needed to learn
 Bruce
o Why do you do it this way? Because we’ve always done it this way
o Shine a spotlight where the sun don’t shine
o Peel the Onion.
o Not just Power BI / Process / Management
Mark Frater
o What is in the way…is the way (had to go through..)
o Agile BI

Nov 1 RealPowerBI Project Presentations #IDEA

 Anthony Lipinski
 Greg Baerg
 Kenneth Tyler
 Eamonn Kelly

Nov 8

 Diego Lopez
 Thomas Powers

- DAX2 options for the same thing?

- DAX Heavy/ = DAX

#IDEA: Pareto

#IDEA: God Mode in Power BI:

- New Table (Sahil)

- Disconnected Table (P&L Statement by Eamonn)
- FILTER(ALL())
- Query Editor = Self-Referencing Queries

#IDEA Pro+ Update RealPowerBI Presentations Guidance

 - Give a sense of size of the company (Revenue, # of People, or both or something else, locations etc.)
- Use Zoomit to draw on screen
- Use visuals: Final Dashboard, Query Dependencies, Relationships
- Start with the Dashboard (Teaser)
- (Eamonn) Show them “What” , not “How” (for “How, they hire you)

Oct 25 Dashboard Review and Makeover

Entries: Dashboard Submissions.docx

 Hover: Bookmark
 Individual Flow
 Team Flow (Pro+)
 Water that we struggle against…is also what keeps us afloat.
(Rowing / Life?)

11:36 Sahil: Data Flows

 Power BI Model (PBIX File): Publish. Single Source of Truth.

o Connect other reports
o Power BI
o Excel
o SSRS
o Tableau
 Power BI Authors? 100s (1 = 1000 End Users)
o Query Editor > Get Data > Transformations
o Data Flow: “Sales”, “Calendar”

Limitations?

Oct 18 Charles: How to Grow Your Power BI

Consulting Business

Sahil’s Feedback: “If I hadn’t started my journey, I would have left my job right now!”

Charles’ Quotes:


“I retired last week. It just so happens that what I am doing in retirement, makes me more

money and makes me happy.”

“Every time I go out…I tell my story. I do not sell. I just tell them what I do.

And say it in the way they understand it. Inevitably, at least one person stands up and says “I
 have data…I need your help”

“Don’t look at ROI. Look at Human Connection.”

 From How would I get Clients? ==to==> How do I handle all my clients?

 Introduce yourself and your company

 What others fears/doubts/mental chatter (inner dialogue) did you face when you were starting out?

 What's your pulse of the Power BI Market

 Your approach

POWER OF VIDEO:

 Show up Video.

 Loom.com (after meeting with them, does not ask for a meeting, sends them a Loom Video, demonstrating something they talked about)

 Record Video for Clients about work you did

 Used for booking: https://calendly.com/

Document your time (Not discussed on call)

 Sharing your story? How powerful has it been?

Charles: What if I don't? What if I don't get my story out there?

 Fear of public speaking?

Charles: If I don't talk about Power BI, who will

Avi: Fear of something...is often bigger than the thing itself (if that actually happens, you feel ok, the world didn’t end)

 Go back and talk to your former self?

Charles: Didn’t want to regret not taking the step later on 60 years later

Avi: The things we regret are often the ones we didn't do (not the ones where we tried and failed)

Avi: Best time to plant a tree: 20 years ago and today!

 Groups

Founder Co

Groups that server Startups (Startup Grind)

www.TiE.org

10:11 Sahil: Just knowing Power BI is not enough…other supporting tools

- Can’t just sell Data Modeling

 - SharePoint List, Connectors, ERP
- How to structure data in source
- Power Apps
- Own Business: You can define your scope.

- Push vs. Pull:

o Pushed: Core Concepts
o Pull:

- Relationships with others with different expertise

- Fear? “I don’t know”

10:18 HionHiFi: Do I start my business now or wait?

I'm new to P. BI, do I wait to finish the 6 month course before deciding to start my business.

 Comfortable technically?
 When you are ready, you kind of know.
 Fears don’t come up as fears (really logical)
o Learning…
 Charles: Validate it?
o Golden Circle
 Passion
 Good At
 World Needs It
 Black & White: Validate it
o
 Charles:
o Pinch of Salt: Were they my ideal audience? Keep going.
o Learn from every failure.
o No does not mean No (Don’t take it personally)

10:34 Sahil: Charles, Learn Power BI Journey

 Completed YouTube Free Tutorial

10:47 Jen: Why was Avi stopped from doing Power BI inside Microsoft

 Fear Change:
o People do not fear change…they fear loss
o Figure out the loss that they fear
 Avi
o Shadow BI operations (One-man army)
o Accurate, More Timely (daily vs. delayed by 2 months), Agile
 o Against: BI Team (10 people), $MILLIONS in Maintenance
 ETL (SSIS) > Data Mart > Data Warehouse > SSRS Reports
 Change Management System
 (How long to add a column): 7 weeks.
o Black & White:
 Either I can do what I love and lose my job
 Or I abandon my dreams
 Vantage Point? (Right/Wrong; Good/Bad)
 Ask for forgiveness, rather than permission (don’t share with kids)
 “Chase the Pain” LATAM Sales Team
 LATAM
 APAC
 North America
 Europe

11:02 Ben: How can I know that I can start my own power bi consultant business?

 By starting one
o Validate the idea (MVP: Minimum Viable Product)
o Is there one person out there, you can help?
 Road Trip: Wait for all the lights to be green


Oct 11th Q&A

Announcements

 Upcoming TalkPowerBI: https://www.youtube.com/PowerBIPro

o How to Get Clients For Your Power BI Consulting Business feat. Charles Elwood
o Power BI Dashboard Makeover
o RealPowerBI Finale!!!!
 Oct 2019: Pro-Level Enrollment Opening. Info on www.LearnPowerBI.com
 Jan 2020: Pro+ Enrollment Opening Again. Info on www.LearnPowerBI.com

9:14 Charles: Show data by hour

By Date, per hour

 Ultimate Date/Calendar Table

 Time:
o Combined Date & Time
o Separate Time Table
 Grain (Finest Slice, User would look at)
(hourly 00, 23), minutes, seconds, milliseconds?
AM, PM
Shifts (4 rows)
 Data: Also separate Date, Time fields
o Connect Date  Calendar
o Connect Time  Time Table
 

09:20 (Pre-Submitted) Jeff Time Intelligence

TAG Difference Cumulative =VAR CurrentHour = MAX(Hrs[HrNbr])
RETURN CALCULATE([TAGDiff]
, FILTER( ALL(Hrs[HrNbr]), Hrs[HrNbr] <= CurrentHour)
)

I am comparing actual deliveries by hour to scheduled (planned) deliveries by hour. I have measures that are
working correctly for running total of (1) actual deliveries by hour, (2) planned deliveries by hour and also the
difference in actual vs planned by hour. What I have a problem with is the running total of the difference in actual vs
planned by hour. The column K circled in red. I cant quite understand how to create measure for this that uses a
measure. I have tried endless permutations of CALCULATE(SUM or SUMX with FILTER(ALL or FILTER
(ALLSELECTED or SELECTEDVALUE...
 

⭐ 09:32 (Pre-Submitted) Timothy How to Get the Previous Day Sales

Previous Order Date IN-PROGRESS = VAR MostRecentOrderDate = [Most Recent Order Date]
RETURN CALCULATE(MAX(Sales[OrderDate]), Sales[OrderDate] < MostRecentOrderDate)

I have a table with sales by date and customer…I can easily pull the most current sales record, but how can I get the
previous sales record when the previous day sales entry did not occur on the prior day?
 
(i.e. the most current sales record is 10/09/2019 and the previous record is on 9/01/2019)

Thx
 
Tim

09:59 AJM: Calendar uses Periods (Custom Calendar? Fiscal Calendar?)

  Is a month a month?
Is Jan = 31 days, Feb = 28, Mar = 31…

o Yes = You likely have a Fiscal Calendar (with a different Start Month)
Lucky You! You can use all Time Intelligence Functions with an optional parameter

o No = Custom Calendar (e.g. 4-5-4, Retail Calendar)

AJM2183my company works in periods, not by dates, so comparing the same period in two different years is a pain! any
ideas how to do this simply with DAX NOT using date?

AJM: My calendar table has three columns: year, period and a number representing each line. Each period is 4 weeks,
having 13 in the year.

[Sales]
Sales Prior Year = CALCULATE([Sales], SAMEPERIODLASTYEAR(‘Calendar’[Date])

Sales Prior Year (Using Periods) = VAR CurrentFY = SELECTEDVALUE(CustomCalendar[FiscalYear]) /* 2019 */

VAR CurrentFP = SELECTEDVALUE(CustomCalendar[FiscalPeriod]) /* 3 */

= CALCULATE([Sales],

FILTER(ALL(CustomCalendar)
, CustomCalendar[FiscalYear] = CurrentFY – 1 /* 2018*/
&& CustomCalendar[FiscalPeriod] = CurrentFP /* 3 */

INCOMING FILTER: FiscalYear = 2019, FiscalPeriod = 3

10:12 Sahil Client Name different in Tables

e.g. Trading Data

Client Names from

 3 sources from SharePoint

o Every Team manages their own data
o Type it in
o Drop down
 2 from SQL: Have the ID Key (180)
o Avi Singh
Avi.Singh

Query Editor = Fuzzy Matching (Merge)

Solve at Source? SharePoint List.

 SharePoint: Lookup to another List (List always a built in ID, always visible when pulling in using Power BI)
 Custom Mapping: SharePoint RowID  CustomerKey (SQL)
 CAREFUL: People who maintain the “Customer Lookup List”
  Can Lookup List be automatically imported/generated from SQL??
Then it can include the real “CustomerKey” (SQL)

 Type it in?? “Monitor It”

While we are waiting (for the next solution):

 IGNORE: Duplicate Client Names (two “Avi Singh” ID=1, ID=11)

 SharePoint Data, SQL Data = EXACT MATCH
 Check on the ones that didn’t match: (Query Editor, Merge in Table A but not in Table B)
o Perhaps try Fuzzy Matching, and validate the results, capture as manual mapping
o Then check remaining exceptions, see if you can manually map them

10:49 Vaibhav: Embed a Pro Feature? Power BI Pricing?

Misinformed Decision!
Avi, your course is too expensive!
$10, let me think about

 Cost….Value? What would the new life look like?

 Cost of not doing anything?

 Free! (Power BI Desktop)

 Free Trial! PowerBI.com for Sharing
 $10/ user/month
 Informed Decision. No BRAINER.

 Power BI Embedded: $750/month and up

 Embedding a Power BI Report

o Free: Is your data is not sensitive. Publish to Web

o Secure Embed: Paid: $10/user/month
 $10 for each user viewing the report

Vaibhav lodhais embed a pro feature..all i see is publish to web in power bi?

11:06 (Pre-Submitted) Ramesh Ranking within a Hierarchy

Today, I have a question on ranking at the hierarchy level, for example

 if we have a product or country table with a product or country hierarchy and a sales table.
 I want to rank each level of the hierarchy. 

⭐ 11:15 Sahil: Month Selected but Graph needs to show Last 6 Months (Duplicate Calendar)
  Show last N months data for 2 different data type on the same graph

12:10 Patrick oData connection to Dynamics is Really Slow / Does not Filter

 Old Days: Go directly to the back end (On-Prem, Backend was SQL Server)
 New age = Cloud?!
o Microsoft => Duplicated their Dynamics data on an Azure SQL Server
o BI Team: Can ETL data ONCE out of the Dynamics Cloud (oData)  SQL
o All Company Employees = Access the SQL

12:13 Shravan How to Get a Power BI Job

 What Color is Your Parachute

 How do people find jobs <> How to people hire
 How do people find jobs (Assumed Goal = Find a Job. NOT TRUE)
o #1 Resume
o #2 Online Sites (Monster, Indeed)
o ..
o ..
 How do people hire (Assumed Goal = Find a Person for the Job. NOT TRUE)
o Hire who they have already worked with
Chicken & Egg?
o …
o …
o LOWEST
o 2nd Last: Online Sites (Monster, Indeed)
o Last: Resume
 Life is Game (e.g. Playing Soccer)
o WORK HARD!!! ???
o What are the rules of the game? (Needs to come first)
 Schools have failed us! (Rules don’t apply elsewhere)

Shravan Pandey:pleae give any tips to get job with power bi skills

12:26 (Pre-Submitted) Ola Bug in Power BI ☹

I have this weird issue with a simple report attached.  

The dataset is just about 200 rows and one major category. 

Here is the background: 

Click on Rejected (for May 31 and March 31  - 2019) on the  graph (invoice count and status by invoice date) and observe the
interaction with graph (invoice value by status). 
 
Exclude Client "Buyer Crop" in page filter
and the bug disappears 
or
Change Filter sumofinvoicecount  to sumofinvoicecount > 0
the bug disappears 
 
Note that Client Buyer Crops has a negative invoice value which gets excluded by using filter sumofinvoicecount   > 0
 
So client Buyer Crops is the cause.

How can I resolved this? 

Microsoft is taking weeks to sort this out.
12:35 (Pre-Submitted) Alexander: Evaluation Order #PRO-IDEA

What is the evaluation order in dax? Can you please explain that on a complex formula containing nested Calculate +
Filter + All? Can you please show the precise order (1st, 2nd, 3rd...) ? Thank you. S.

 SQLBI.com
 CALCULATE is calculated OUTSIDE IN
o Parameters are evaluated first
o CALCULATE([Sales], Filter1, Filter2, Filter3….)
o Filter1, Filter2, Filter3 are evaluated first  Then combined in an Logical AND
o Then [Sales]
 Overall Steps: I.C.A.N. (watch on my channel or inside the course)


Oct 4: Save the World with Power BI, feat. Austin

Senseman
  Simon Sinek: Start with the Why?
 Finite Game vs. Infinite Game
 Money / Success
 Passionate
 Good at it
 World Needs to it

09:51 Many to Many Ramesh: Many to Many

Hey Avi, pls explain some about what dax function can be used from many to many relationship in power bi

 Relationships:
 Data & Lookup Tables (Fact/Dimension)
 Layout
 Create a Model by Design or Accident

 Connect Many to Many

10:09 Joao Carlos Leal: Query or DAX? #GoodToGreat

Avi, could you tell us which is more important: query or dax? Which one should we focus on first?

 End-to-End Perspective
 Power BI = Agile BI. Agile Learning.
  MVP: Minimum Viable Product
 Circle of Zorro (Stephen Covey 7 habits)
 Query => Relationships => DAX (SUM, COUNTROWS) => Visual
 Power Pattern
 Agile / Peel the Onion

 Rules / Bullsh*t Rules = BRULES (Vishen/ Mindvalley)

Avi: Where do you want to end up?

Tennis. Forehand / Backhand.
Clumsy, Work a lot Harder, Not that Good

=======
Dominant Hand: Query or DAX.
- Time Intelligence in Query

Query = Kitchen of Power BI. Clean/Shape/Transform (Tools/Trashcan)

DAX = Math

Power BI = Easy! Swimming with the flow…

…swimming against the current…

Query / DAX = Kitchen/Math.

 Good to Great!
 Decision Points / Cross road:
 Weigh the options
 Know the exact Pros & Cons for each scenario
 Then make an informed decision based on your scenario

⭐ 10:36 Sahil Middle of the Month

Gold Star:

 Real Business Case

 Seemingly Simple
 But it’s not

 Data for all days in the month

 Select the data in the Middle of the Month (Human Learning  Machine Learning)
  15th?
 Cannot be a weekend
 15th is a Saturday = - 1 Friday
 15th is a Sunday = + 1 Monday
 DAX / Query Editor:
 Calendar: Special and Not Special. Duality. Heisenberg.
 Most Special. Calendar. (Date).
Time Intelligence Function. Hard  EASY!
Semantics important for Human (Year, YoY, Month, Quarter…)

 Not Special: Calendar / Customer / Product / Territories / …

 Power BI couldn’t care less (Year, YoY, Month, Quarter…)
 Query Editor:

11:29 Charles: Step by Step or Consolidate Steps (Query Editor & DAX)

 Query Editor

Excel World:

 Really complex formula

 Step by Step: Clutter (No Trash Can). Needed to keep all interim columns

Power BI Choice

 Really Complex Formulas

 Step by Step: Use the Trash can to keep the model clean

Performance:

- Always follow the best practices

- Don’t fix it if not broken

End User Performance:

Refresh/Query Editor Performance:

  Frequent Refresh
 Author: click and wait…

Query Editor:

- Is One Complex Step better than multiple Step-by-Step??

SQL Table

11:45 #QuickTip View Native Query to See Query Folding (Charles)

11:50 Brian Put Logic in Query Editor or Database Query #GoodToGreat

if you have database access, is it always better to do this kind of date logic there?

It Depends.
Typically do not. I typically always put my logic in Query Editor.

 Lot of models, lot of clients/students / Large (100+)

 Work on and off… / Work on a model, then revisit it 1/3 months later
 Broken ☹ “Data doesn’t look right?”
 Parachuted in
 Almost like a new model
 FAST!
 Avi 1.0
 Logic split up
 Database Source (SQL Query) Generally I DON’T Use This (to remove one variable)
e.g. View / Stored Proc (I’ll go and check View Definition). Not in my control.

 Query Editor
 DAX Calculated Column
 DAX Measure
 Visual (own filters, edit interactions)

12:07 Pratap: Specific Order in Data Prep (Remove Columns, Rename, Change Type)
#QUICKTIP #QUICKTIP:Remove_Auto_Changed_Type_Why

 Pratap Wanjerkhede: Hey Avi, During the data prep, Should we folloe any particular order like: Remove
columns , rename, change data type etc?

 Filter – helps Query Folding

 Remove Columns – helps Query Folding, Cleaner Slate to continue work
 Rename: Cleaner Slate to continue work e.g. if I add a Custom Column with Formula, the names it references are
more meaningful

 ALWAYS DELETE the Automatic Changed Type step added by Power B

  Changed Type next or sometimes – in the very END
 I never set to “text” (the Default type in Query Editor “Any” translates to Text in DAX Model)
 Date / Number etc.
 The automatic Changed Type can blow up in your face!
Query would fail with a slight change in model
 Connect to a Table (50 Columns)
 You use only 5 (A, B, C, D, E)
 If a Column outside of those 5 changes (used to be numbers, but is now alphanumeric)
Your Model Refresh can Fail. You can e blindsided

Query Editor
Any (maps to Text)

12:23 Brian Query Folding when Merging /

12:24 Avi: Only Refresh One Query in a Append

 Table 1
 Table 2
 Table 3
 Table 4

Append Table 1-4  Query Editor will Always refresh all underlying queries
But Table4 is the only one that changes.

12:27 Greg Baerg: Pulling in data from large SQL. Model is 2.3GB

 Data shaping at Database (SQL Query) or Query Editor

 Generally
 Query Editor
 Exceptions:
 Sometimes if Query Editor really slow, then I add some/all logic in SQL

 NEVER: Flatten tables

 Reduce Size of Model
 Remove Columns you do not need
 Data / Lookup Tables
 Ideal Shape?
Data = Lanky (Tall, Narrow)
Lookup = Squat (Short, Wide)

 Filter to limited years: 2 years. (Year over Year Comparisons)

 Direct Query: Handicaps. Query Editor / DAX

Placeholder

Brian Mullins

Hey Avi, i've been poking around at PBI for a couple of years, without any real project to work on. Soon i'll be picking up
a real one, and i'm excited, but wanted to confirm some of my understanding.

One way of going about this would be to look at the requirements for all of the reports and build a single model that
supports all of them.

But I understand that the better, more performant way would be to specialize several models, specific to a reporting
'area'. Is that correct

Or is the tabular model able to drop off pieces of the model not used in order to speed performance?

Matt Gaskins

What are your first steps to determine fix when apply changes results in "Load was cancelled by an error in loading a
previous table."?
Sep 27th
Dashboard Makeover

Dashboard by Design! Or Dashboard by Accident?

 Curse of Knowledge: Dumb Charades

 What about what you are

 Squint Test: What draws my attention
Title
 Can I see the high level numbers: No
 Charles: Green is Good / Red is bad

 What you show vs. How you Show It

 You can show the “right” numbers but displayed poorly
 Vs. You show the “less relevant” (actionable) numbers, but display brilliantly
 Thoughts
 Who is it for (Executive Mgmt, Mgmt, Worker Bees, Customer…)
 “What is your goal with this Report/Dashboard?”
What are you trying to accomplish or have your audience accomplish
 Y = f(x1, x2, x3…)
Y = Big Goal = Sales $$$
x1/x2/x3 =
Acquisition: No. of Leads, Conversion Rate..
Retention: Support Tickets, Calls Resolved, Survey Results
By Region:
By Salesperson:
“Always look at process, before people”

 CEO: Perfect Dashboard…Traffic Light!

 Commentary Narrative / Storytelling

 Bookmarks


10:42 Dan #IDEA: Assumption

 Transactions: Customers Enabled or Disabled

 Current Count of Enabled Customers
 Show Current Customers Over time

File: 20190927_Dan_Active_Subscriber.pbix
Active Customers = COUNTROWS(FILTER(Subscriber, [Customer Status] = "Enabled"))

Customer Status =
VAR LastSeenDate = [Last Seen Date]
VAR CustStatus = CALCULATE(SELECTEDVALUE('Subscription Tracker'[Action]), 'Subscription Tracker'[Date] =
LastSeenDate)
RETURN CustStatus

Last Seen Date =

VAR SelectedDate = MAX('Calendar'[Date])
VAR LastSeenDate = CALCULATE(MAX('Subscription Tracker'[Date]), 'Subscription Tracker'[Date] <= SelectedDate)
RETURN LastSeenDate

11:45 Avi’s Story

 Open Enrollment: Pro Level in October.

 Add more content & strcture
 Sales: “Used Car Salesman” = Sleazy
 Money = Evil, Corrupts
 Belief?
 Followers
 Sales = Service (Smokes & Mirrors)
 Course = 20% Core Concepts  80%
 Students = TRUTH
 Pro Membership (Journey)
 Betraying?
 Sales? Ashamed.
 Faker / Imposter / Nobody/ Enough DAX? SQLBI
 About Me. (Good/Bad). NOTHING TO DO WITH ME.
 About You!

12:02 Structure Your Knowledge, Pro Level

 DAX Function
 RANKX
 TREATAS
 …
 Query Editor
 Function
 ??
 Power BI Patterns
 Start Date, End Date (3 ways)
 P&L: DAX, Query
 Real World Examples & Puzzles
 Problem: Can you solve it? Sample Dataset
 Solved It? Is it same or different?
If different, can you weigh the pros & cons
  Industry Specific
 Finance, HR, Education…
 Look Over Avi’s Shoulder:
 1 Hour >>>> Entire Course (10+)

12:08 Sahil (The Jump-Roper) Working with Large Data Sets #IDEA:Determine Space Used
(Tiny Lizard Style)

Stephen Few: Information Dashboard Design

Edward Tufte:

 Table, from SQL. Lot of rows

2 Qtrs in 2019 = 10M. Every Transaction
 Result Set of a Query has exceeded the Maximum Allowed Size
 Import or “Direct Query”
 Import
 Power BI Desktop: Fast machine
 Publish to PowerBI.com (lot more capacity, shared resources)
 Aggressive Caching
 Best Practices:
 Only bring in what you need (Columns)
 Data & Lookup (Not Flat Table)


12:26 TalkPowerBI Intro, AT Least Learn One New Thing (not “I want to get my questions
answerd”)

12:27 Geetanshu Khurana: Password Protect Query Editor

avi Is there any way we could setup password so that nobody can change query we have setup on the table? if not any
other way to achieve that

 Power BI Desktop = Authoring Tool, Reporting Tool

 Publish it to PowerBI.com
 Use Reports
 Create own Reports
 But “not touch the model”
 Row Level Security
 Authors
 Only they edit the model
 Option 1: Security by Obscurity
 Option 2: Separate into Two Models
 Model 1: Query Editor
 Model 2  Connects to Model

12:34 Your First Goal in Job Hunt, Client Hunt, Learning Power BI…
Is to take care of yourself

“Overwhelmed, Anxious, Good Enough, I can never do this, I’m too dumb”

12:42 Charles: Calendar Trimmed or Not (Start/End Date)

 Start / End Date pulling from Data

(end of month of latest data)
 Calendar is the same span as “Data”

Decision Points:

Option 1: Expanded Calendar 2010-2020

Option 2: Trimmed Calendar (Start/End Date = Actual Data)

Advantage

 Reporting is simpler.
 Often DAX is Simpler (Time Intelligence Function)
DATESYTD()

Disadvantages

 Breaks down rapidly with Multiple Data Tables

12:55 Charles: Can we do Time Intelligence in Data Table without Calendar Table

 Wrote his own Time Intelligence (instead of DATESYTD)

 But these formulas don’t work on the “Calendar” Table
Only the Data Table

1:01 Silvio

 Beckman Colter: Diagnostics (Blood test…)

 Irvine, CA
 “2 Day Analysts Convention”
 Online Community: Yammer, Teams, Chatter…
 Power BI, Corporate Initiative, Cost?

 Migrating from Tableau to Power BI

 Excel to Power BI (Unlearning)

 3 years worth of data

 “Fiscal September”

Silvio 4-4-5

 Generate the Calendar

  DAX Measures (Book)

Sep 20th
09:06 Shomer2009 Connecting to JSON Data using REST API

Hi. i m new in powerbi. from Canada. i m Intressted in using power I with json URI aa

 REST API: Web.Contents()

 JASON URI as datasource

09:18 Gustavo How to Organize Large Set of Power BI Reports & Dashboards

 5 / 50 / 100s / 1000s
5 Onsite, Remote all Center 14 more.

 Need all Traffic Lights Green…before starting a Road trip

 Licensing Cost
 Data Warehouse
 Security / Control:
 Organization

“Clarity comes from Action” / “Jump and the net shall appear”

Journey

 Power BI Desktop (1 person, small team 2-3)

 Practice
 Shining Beacon of Light Project (days/weeks)
 Share the PBIX / Show it in a Meeting (Share Your Screen)
 Power BI Pro Trial / Publish on PowerBI.com / Share it there
“My Workspace”

 Collaborate?
 Work on the PBIX File (One person at a time)
 Create Reports off of the Model
  “Workspaces”
 Invite Users as Read only (100-1000)
 Admins (PBIX, Reports)
 xxx “Apps” xxx

 Apps: 1000s
 Different People need to see different things…
“Row Level Security”

Gustavo Users:
  Stakeholders / State Department (Fund)
 Call Centers…
 All data in one place? Data Warehouse…
 Multiple Projects with each Client

 Gustavo: Organizing Workbooks / One Dashboard for all Purposes (think through how to organize all these
projects)

09:40 Vipin User to Enter Data in Power BI / Plugins

 Power Apps (Does it immediately update the report? Direct Query)

 Plugins
 R
 Python
 Custom Visuals
 Build Your Own Custom Visual

09:41 Jen What skills do you need before you learn Power BI

A blacksmith, a lawyer, an aerospace engineer…

Story: 80% mindset-20, started at 19, 28 ($8M/year…)

I can’t be good at Power BI…because <LABEL>

 Skills, it’s mindset

 “You can do anything you want…just not everything”
The One Thing /
Humans Suck at Multitasking
“1 week of Vacation each month”
 Growth Mindset vs. Fixed Mindset
Optimism vs. Pessimism
(Shawn Achor: Happiness Advantage)
 Growth Mindset/Optimism:
I count / I can make a difference / I can make an impact / I can make a change in myself or the world
 Fixed Mindset/Pessimism: I don’t matter

 Jen Knable: What would you say are the essential skills a new person to power BI should have before training
him on power BI?

09:52 Do you need to know Excel/Relational Database/SQL/…

 Person A: No specific technical skills

  Learn
 Person B: Does have Excel / SQL …
 Learn (advantage)
 Unlearn: Swim upstream

09:57 What about Soft Skills / Life Skills

 Change careers (What Color is Your Parachute)

 “Transferable” “Portable”
 A blacksmith, a lawyer, an aerospace engineer…
 Problem solving
 Ask good questions…then shut up and listen
 Organization

Live a good life / happy life / do what you love / jump out of bed every morning

James Whittaker: Interesting Speaker… You live an interesting life

(Story telling…true and authentic…yours)

Nancy Duarte: “Explore > Explain > Inspire”

“To teach is to learn twice” – Keith Nail

10:09 Sahil Send Data to SharePoint & FLOW Discussion

24 yrs/ India / Job Function = Handling Clients, Account Manager

“Jump rope” tricks! / Time Warp / Rope is a part of you
Instagram @sahil.bakshi

“Power BI” : time warps / feels like a part of you

(FLOW: deep now. BOOSTS Productivity 5x = Monday)

Visualize in better way, Excel Dashboard

 One portion is on SharePoint List (able to import in Power BI)

 Some fields are manually input into that SharePoint List
 Automate: Pushing the data back to SharePoint?
PowerApps:

 Power Flow: can connect systems together…

 Trigger: new item is created in SharePoint
 Go run this…
 Excel Hack: Export SharePoint list to a Synced Excel
 Excel Macros which updated Excel  SharePoint

10:31 Beginning & End (Human Concepts) / Nothing in nature ends

  Naseem Haramein
 Awareness: Begin/End Human Concept
 Kinda like a tool (Screwdriver / Handyman)

 Seek the End

 When would I be good at Power BI
(slowest)
 When would I be happy/successful

10:38 Junaid Malik Use June as Start of Year (in DATESYTD)

DATESYTD(<dates> [,<year_end_date>])

DATESYTD(<dates> , “05/31”)

Hi Avi, wanted help with setting june as start of month for YTD

Syed Islam: Lets talk about future of Power BI

Sep 13th Get Past the Excel Wall

Objections
 Avi: “Self-Selection”

 Kenneth: Solution / Product

 Dan: Accounting / Finance

Spent years…(since College) learning Excel skills
Difficult to give it up (learning curve is there)
Macros…what’s the value is switching over
So “Good” with it.

Do not fear change, they fear loss

 Avi: loss of Control
 Elwood: think it's a trust thing.....do I trust the data....do it trust a new tool....will it be used to micromanage
me...
 Kenneth: can choose what they show (giving up that control)
fear of truth coming from bi that challenges current opinion
  Christian: Comfort to those who like seeing underlying data
 Vishwa: Excel, User Interface Form…Data Entry
 Dan/Kenneth: Licensing Cost, Learning Cost vs. Benefits
“Cost of NOT DOING ANYTHING”

 Elwood: Decision (fear of losing money)

 Kimberly: quick/dirty report, filter…

Solution / Approach

 Kenneth: Agile BI. Start Small. Work with one problem. Solve a big problem / Shining Beacon
o Dan: Key Influencers
May not the Senior Leaders
Some folks who use the tool (Stakeholder) << this could be your focus

 Charles S.: What problem you’re trying to solve for them…instead of moving them off of Excel
o Excel & Power BI
 Dan: Watch your language “there’s a better way of doing it”
Hearing => My way of doing is wrong.
o Problem  Solution
o Avi: Replacement / Alternative

 Charles: Make it seem like their idea (Trojan Horse)

 Keisha: I would also like to add that sometimes because we the Power BI pioneers don't understand all the
capabilities of PBI we have difficulties articulating the solutions.

HMIS: I'm at a nonprofit and it's been hard to justify the time needed to learn PowerBI when we are scraping by with
Excel. Luckily boss is supportive but it's hard to focus when you have many other duties.

* Old Excel

Transformation?

 2-Day (Query Editor, Relationships & DAX, Visuals)

Visuals, Query Editor, Relationships & DAX
 Kenneth: control vs. agility
o Self-Serve BI (IT , anarchy)
o “Export to Excel” / “Export to CSV”
o Parenting
09:57 Dan, Power BI Connector for Informix

 Get an error message , DRDA

 https://powerbi.microsoft.com/en-us/support/pro/

10:05 40% You (David Goggins)

 100% You
 Shawn Achor: Happiness Advantage
o Happiness: joy  pursuing your true potential
 Pleasure:
 Joy:

10:14 What’s the Salary of Power BI Developer?

 $120-$150K
 $200+ ($300), $400 / hour
 $1000-$10000 / day
 $100+ Starting out
 $50+

10:19 Nathan Lee Create a Column in DAX or Query Editor?

How do you know whether to create a column using DAX in Desktop or via Query editor?

Avi: Always* in Query Editor.

Query Editor is the Kitchen of Power BI (Clean, Shape, Transform)

* DAX PATH() Function…

Calculated Column (Dynamic)

 if you are using the Today() versus LocalNow() and your refresh is not daily

10:25 Vishwanath R Integrate Power BI to Custom Application

 Power BI Embedded / $$
https://azure.microsoft.com/en-us/pricing/details/power-bi-embedded/
Starts at $735/month

 NOT ADVISED: Publish to Web (Public)

 Secure Embed:
 o Login / Pro License $10/user/month
o 100s / Sign-In PowerBI.com / Shared Report / License

10:41 Keisha Clark: I'm finding it hard to find jobs as a BI analyst. Any advice?

 What Color Is Your Parachute?

o
 Mindset
o 1st Goal for Job Hunting: TAKE CARE OF YOURSELF
o Rejection: No, No, No……………..Yes!
(personally: It’s not about me)
o I am not good enough / Desperate /
o Words have power
o Pervasive & Permanent (Shawn Achor)
Space & Time (Stephen Hawking)
 No one appreciates me
 I never get what I deserve
o DREAM INTERVIEW:
 Imposter syndrome (not good enough!)
 I am good enough!

10:54 William Brickhill Break data into 3 Categories

New to PBI. I needed to break data into 3 categories based on a value. I have this working using a calculated nested If
statement. Is there a command a Measure instead of adding a column?

11:00 William Brickhill Break data into 3 Categories (> 90%, < 90%)

 Measure / Value
 Group
o > 90% is Satisfactory
o 80-90% At Risk
o < 80% Chronic
 New Column.(Static) IF Statement. Worked well. (300,000+ Records)
 Measure.
11:15 Edmund Wee Date/Calendar Table

 Use built in hierarchy

 Power BI Pro / Calendar Table

if I have a column of date. How can I group the past month date and date > this month into month but keep Month date
as date?

11:18 Edwin Weir how do you replicate the sumif formula in Power BI?

 In built in Power BI
 CALCULATE

11:19 Mary Magellan How did you do the Conditional Formatting?

 Intuitive
 Discoverable

11:25 Investiture How to use Time value of money functions in power bi.?

 9am / 12noon
 Human Learning  Machine Learning
 Investiture or how to calculate Interest Amount in Power Bi without creating column? can it be possible through
new measure?

 9 vs. 90 hours

Sep 6th TalkPowerBI

⭐ 9:12 Mark D. Both Positive/Negative Numbers in Income Statement

 Adjustment
 Refunds
 Power BI:
 Revenue = Positive
 Expenses = Negative

Courses Sold
9:31 Tracey Spence Cumulative Totals

I have a question, it SEEMS simple but I've spent at least 6 hours this week trying to resolve:

I'm trying to get a month over month running total based on a COUNT

SUM seems obvious but it won't use a formula (column only) and when I try to create a calculated column it
doesn't work

09:42 Kenneth Organizational Best Practices

 Dashboard
 All people in the Hierarchy Chain should have access to the same Dashboard (their own version)

 Executive Management = Dashboard

 PPT / Copy Paste / (Lineage)

 KPIs = Sales (Customer Satisfaction)

 Best Practices
 You should be able to view Dashboards at higher level (Your Rollup)
 Not a MONTH END thing! See the data as the month progresses…
Transparency / Tracking
 Salesforce: Goals.

⭐ 09:55 Mikola Problems Selecting Different Hierarchy Levels

- When people look at their Organization, they filter to that Organization

But it would not show the Levels Underneath

Ideas

 Avi: Show separate Slicers at different levels

Country, Region; Product Category, Product Subcategory
(Miko: Users are not familiar…used to Company Name)
 Avi: Hierarchy Slicer

 Kenneth: Redo “Company Name” the Flat Path with variation

 Microsoft (Level 1)
 Microsoft (Level 2)
 APAC
 EMEA
 LATAM
 Usability
 Discoverability
  Intuitive

10:30 Ansgar Edit Interactions #IDEA

Aug 30 First Project: Shining Beacon of Light

 Avi: LATAM
 Antony:
 Data, know what’s in tables
 Seamless
 First Projects
 Power BI = Agile BI, MVP = Minimum Viable Project
End-to-End (Query Editor  Model  Visualization)
Not Proof-of-concept / Prototype
 Look for
 Hard/Impossible in the Current World (“Old” Excel)
 Easy in the New World (Power BI)
 Add Value / Turn Heads
 Time Span: 2-3 days, 2-3 weeks, 1 month
 Impact:
 Turns Heads
 “How did you do that?”
 “Can you do this for me?” / “Can you show us?”
 “Can it do this?”
 “Whoa!”
 Hard in Old World / Easy in New World of Power BI
 1M+ Rows
 Relationships (Can replace VLOOKUPs)
 (Anthony) Insights: Turns head. (Avi’s on the fence)
 (Anthony) Natural Language Query: Ask a Question. Turns Head (Avi’s on the fence)
 (Thomas/Paul) General Query Editor Data Cleanup
How to deal with preceding Zeros and Trailing Zeroes
 (Paul) One Power BI Model, can work for 10 teams
Query Editor = Same cleanup steps can apply to multiple files/teams
Report = Same report, used by multiple teams
 (Gustavo) Data Exploration with Teams
“Write-Only Database”
SUM/COUNTROWS
 (Sahil) Take a Excel Financial  Redo using PowerPivot/PowerQuery (Trojan Horse)
(Avi: Not Recommend, may be as a last resort)
 It kinda looks the same (It looks Excel)
Can be an advantage for teams resistant to change
 Blazin’ Fast!
 Refresh is easier

  Less is More / The One Thing

 Power BI Cost:
 Evaluation: Cost
 Agile
 Are they using O365?
 Might even have “Power BI Pro” already?
O365 Enterprise E5?
 Evaluate Power BI: Cost is Zero (Power BI Desktop)
 Shining Beacon of Light! “Whoa!”
 Share PBIX File (Cost is Zero)
 Small Group Sharing (PowerBI.com 60-Day Trial, FREE)
 Small Group (Cost $10/user/month), 5 people / 15-20
 Power BI Cost for the Whole Organization
 Pro: $10/user/month
 > 500 Users, then consider Power BI Premium $5000/month
 Other Scenarios
 Power BI Embedded
 Power BI On-Premise
 Create a Client Account
 I set it up for them
 Here’s Your Report:
URL:
Username:
Password:

 Power BI Admin:
 Taking ownership
 Manage the backend, Office365 Account

10:37 Rajeshkumar Employees in two Different Tables

Hi , i have two tables about one for

 offshore location
 customer location data

 There are two diffrent EMP id's are there for offshore location and customer location for same employee.

Ssome cases emp may present in offshore but not in customer location. vice versa. while creating relationship with these
two columns im getting error called "

" You cant create relationship b/w these two columns because one of the columns must have unique values.".
I need to compare employee hours for each location respective each employee. only need to compare customer
location...how to do that

10:50 Praveen Same Report for Different Dataset/Source

 PBIX (Power BI Desktop) File

 Parameter
 Template

Praveen Narula

Assume I have created a dashboard and I want my collegue to use the same dashboard but using this own spreadsheet

how this can be achieved ?

Praveen Narula

ok

Praveen Narula

I will go for Parameter, thanks for answering

Praveen Narula

do u have any video on Parameter usage ?

Aug 23 RealPowerBI Invite

⭐ 09:45 Mikola PATH Function, Parent-Child #IDEA #INSCOPE
  Parent-Child (Sales Account Manager). Manuel Fuentes @ Labelmaster
o Microsoft
 Microsoft LATAM
 Microsoft APAC
 Org Hierarchy

 CEO = James
o CFO = Steve
 Finance Analyst = Joanne
o …
o …
 Default
o FIRSTNONBLANK
o SELECTEDVALUE()
If one value = show it
Else = “Multiple Owners”
o Show all names of owners
–or– Select based on some criterion (majority owner)
o Select Owner based on Company Level 1

Emp Name Emp ID Manager ID

James 001
Steve 002 001
Joanne 003 002

Company Name Company ID Parent Company ID Relationship Owner (Account Manager)

Microsoft 001 James
Microsoft LATAM 002 001 Joanna
Microsoft EMEA 003 001 Sam
Microsoft APAC 004 001 Laura

 Paul: INSCOPE!!!

20190823_Miko_Hierarchy_Sales_Relationship_Owner.pbix
Owner = IF([LevelSelected] = 1
, [Level1 Relationship Owner]
, MAX(Miko[Relationship Owner (Account Manager)])
)

LevelSelected = SWITCH(TRUE()
,ISFILTERED(Miko[Company Level 2]), 2
,ISFILTERED(Miko[Company Level 1]), 1
, BLANK()
)

Level1 Relationship Owner = VAR selectedCompanyLevel1 = SELECTEDVALUE(Miko[Company Level 1])

RETURN CALCULATE( SELECTEDVALUE(Miko[Relationship Owner (Account Manager)])
, FILTER(ALL(Miko), Miko[Company Level 2] = selectedCompanyLevel1)
)
10:38 Chandrasekhar Timeout when loading 1GB of CSV Files

 Get files from Folder

 NOT = get files One by one, and then Appending

I have a problem. I worked out a solution for one of my datasets. It has several csv files in a shared network drive
merged in the dataset. Total size of the csv is over 1 GB. I did sorted and added index for my solution. Problem is..The
dataset is being timedout when scheduled. System suggests to break the dataset. Refresh is happening on a PBI desktop
but not on the service. Please suggest

 PBI Desktop = Working. Timeouts?

 PowerBI.com Service = NOT Working.
 Timeouts?
 Operating over Gateway (could be slower)

Solutions

 Get from a folder

 Break it into 2 steps (2 PBIX Files)
 Step 1: First file, does a Refresh (sorting/indexing)
 Step 2: Connects to the OUTPUT of Step 1
 Break it into 2 steps (2 PBIX Files)
 Step 1: Can be NON Power BI Solution
Excel Macros, APIs… (automated)
 Step 2: Connects to the OUTPUT of Step 1
 Power BI Premium: Incremental Refresh (Coming Soon to Pro?)
 Set 1: Past Months / Last 19 weeks
Jan-Jul (exclude it from refresh)
 Set 2: Current Month / Last 1 week << Only Refresh THIS ONE
Aug (include in refresh)
 (Paul) Reduce the data size
 Do you need data at that grain
Avi: Don’t go too far…
I’m just going to do Monthly Reports. So I don’t need daily level.
If you have data at hour/second/milli-second
Go to “Source” which is generating the CSV

 BIG GUNS!
 Billion Row Demo: Direct Query, Hybrid, Cached Table?
“Sales by Year and Product Category”
 250GB => Compression 1/10th
SSAS Tabular (Avi: we had 1 hour+ refresh)
Azure Analysis Server (Cloud Based)
11:03 Take Massive Action / Charles

 Less is more
 Hard Work = Success!
 Massive Action! <> Lots of Action
 The One Thing
 Bring closer to your goal
 But scares you / Rational Justifications

11:09 Ali (Ghanima)

 Business Analyst / Saudi Arabia

 When you’re not working? Fun outside… September

Employees hired / Exit over certain time

How to accommodate them? Resources?
Forecast/Plan

20190823_Ali_Employee_Start_End_Date_Active_Employees.pbix

Active Employee Count = VAR MaxDate = MAX('Calendar'[Date])

VAR MinDate = MIN('Calendar'[Date])
RETURN COUNTROWS (
FILTER (Employee
, NOT(MaxDate < Employee[Start Date] || (NOT ( ISBLANK ( Employee[End Date] ) ) && Employee[End Date]
< MinDate))
)
)

11:44 Can Power BI make me recession proof?

Power BI alone? Power BI +

 1920s Great Depression

 Dance Parlor / Dance Halls
 2000s
 Movies

Depressed?

Great? Don’t focus on BI.

Don’t work…more about BI.
New Competitor…

Outsourcing?

11:51 Amandeep How to Select Files in Folder

  Previous Step which shows list of Files
 And you can insert a step to Filter Files

amardeep Bhingardeve

we are storing files weekly and use it in power BI report. how we can take one file which is stored last week of the
month or first week of month?
Aug 23: RealPowerBI
Aug 16: Small & Medium Business: Power BI
Opportunity & Challenges
RealPowerBI.com

Small/Medium Business:

 The B.P. Era (Before Power BI)

o $$$MILLION$$$ Solutions
o True Story: 300 people, $2M Maintenance/year
“Microsoft Unit” $$$ Build = ?? $4B. 0 Reports
o Self-Serve BI: Duct-Tape & Band-Aid.

 The A.P. Era (After Power BI)

o Power BI is accessible / understandable / approachable by business person
o Power BI affordability (Power BI Desktop)
o Power BI strong / scalable / robust
o SMB Can Move FASTER than Large Businesses.
o Small/Medium Businesses of today…

Challenges:

 “Power BI Pioneer” – don’t need a title to lead (Simon Sinek)

CFO. Call Center.
 Stages
o Completely Unaware
o Problem Aware: Do they realize there is any?
The question that is being asked, and the way it’s being asked
Who you ask the question? (Include Everyone, Include More Voices)
 Custom Coded Solution for Reports (C#)
Digging your own well.

 Question (from Audience): “How long does it take you to add an element”
“It takes forever”

o Solution Aware: know the Solution, Do not know how to get there
(Product comparison)

o Product Aware: Power BI

o The Most Aware: Know what they want/how to proceed

 Resource starved / Attention Starved / They Have Money

 Hill Climbing. Topographical Map.

If Goal = Always keep going up
 If you climb up a small hill, you’re

 Leader? Bottom Up?

 Bottom Up = Trojan Horse.
Consultant = Leader CEO

 The Evil Dictator! Leader/Crushes..

 Charles:
o Top to Bottom: Fear driven
o Bottom to Top: Love Driven, Passion Driven
o Challenges: What the data does?
SHOW THEM!
o Power BI is Business. Business is Life.
o BI. “Process”.
 Steve:
o Show people how they can benefit from daily work
o Resistant to Change. Afraid to adopt new things.

Fear = Dependency on one person?

o Put Customer First! It’s about them.

 Fear = Dependency on one person? Technology?
o Anyone can learn it.
o Teach them to fish
o Query Editor.
 Role Model / Hold their hand!
o RealPowerBI.com
o Private Consulting w/ Students
o Visual: Excel  Pivot.
30 minutes.
o Group Consulting.
o Steve: Payroll…query editor.
At Steve’s Desk.
Provided some rough. “Whoa!”
Customer wanted to enhance it
How to combine multiple days…
o Charles: Different departments..
Presentations…
“What do you do all day? As a BI Director”
Talk about Power BI…
SWITCH “Can I login connect our dataset…”
Query Editor  Tables (jaws dropped)
Pick tables…
“Can we see data”
Dragged them on to canvas
(1-3 days).
SWITCH “BI what is it? You can do this?”
“Thank You!”
Not just for me…
 I want

 Steve: Not All or Nothing. Black or White.

Company Adopts or Doesn’t.
o BYOD: Bring Your Own Device
Blackberry.

o BYOV: Bring Your Own Visualization

BI Platform = Microsoft BI
 Power BI
 Excel
 SSRS
 Tableau

 Teach them to be brave!

 Solution Aware

10:35 Product Comparison (Brad J) Power BI vs. Other

 How many years of Excel experience do you have? 15 years

How many cumulative years of Excel experience does your team have? 100+ years

 Do you really want to throw it all away and start over?

 Or do you want to use a tool that works seamlessly with Microsoft Excel?

Microsoft Excel  Microsoft Power BI

No Risk = No Reward.

10:40 Jim Wade. Learning Power BI. How to become a Power BI Pro?

 Charles/Steve/Ken: I don’t want it for myself. Empower Others!

 Avi? Smartest person in the room? It’s the room itself.

 Agile Learning: Learn-Do-Fail-Win

 o Core Concepts (jigsaw puzzle of youtube/google)
Query Editor , Data Model (Relationship+DAX)
o Learning by Doing
o Community
 YouTube
 Student
o Lead!

10:47 Rezanoor: How Much time to devote to Learn Power BI?

 11+ hours. 20% Core Concept  80% Results

o Flat Table? Relationship Mess?
Many to Many, Bi-Directional, Dotted Lines

o Mahindra’s Question: “Complex DAX”

Basics = SUM()
 6 Weeks:
o If we get a little bit better every single day,
Where would we be in a year?
o Forward Progress (Football)
o Starting? Mindset. Words are powerful.
I’m just a newbie… (Rocket Launch)
o If you fall off? 6 months, 1 year…touched Power BI
Meditation. (60 seconds. 1 Deep Breath). Box Breathing.
Team Meetings. 100% Present. I’m fully present.
Past. Future. Fear Driven.
 When you fall off? Get back on.
Community can help.
Beat ourselves up.

11:10 Xiao Formula in Excel Different Results than Power BI Measure

 Excel: Flexible /
Swiss Army Knife.
Data  Insight

Strengths = Weaknesses. Weaknesses = Strength.

⭐ 11:32 Xiao Measures vs. Columns #IDEA

 Excel Users  Power BI. Columns.

PowerPivot = “Add Column”

 Measure.
o Define Once. Use Everywhere.
 Calculated Column
o Define or Refine
 o Refresh

 So when is it right to create Calculated Column?

o Eric. “Slice”

Aug 9 How to Transition from Employee to Power

BI Consultant
Featuring Special Guests

⭐Charles Elwood https://www.linkedin.com/in/charleselwood

⭐Diego Lopez https://www.linkedin.com/in/dlopezm

⭐Grace Teoh https://www.linkedin.com/in/graceteohwx & https://www.lightdotlab.com

Charles Elwood, Business Intelligence Manager at National Bulk Equipment in Holland, MI and founder of SolisMatica
LLC, a Power BI business consulting company.

More About Me: I currently volunteer at the Holland Museum, and I am collecting stories from immigrants about their
journey from their original country to their new home in Holland, Michigan.

Diego, online instructor for Spanish speaking audiences, based in Monterrey, Mexico. Diego designs and creates courses
that teach people how to free up their time so that they can focus in meaningful work, delivering content that meets
current industry needs.

More About Me: I have 2,600 enrolled students in his courses. I'm always learning something new.

Grace Teoh, Founder at Lightdotlab based in Singapore. Lightdotlab’s Power BI training and consulting services help
business users 10x their speed from data to insights. Grace is also a Power BI and Excel Addict.

More About Me: Love long distance cycling trips

 Transition
 Motivation behind becoming a Consultant
 Things they can do anyway… (regardless of Employee/Consultant)
o Helping other teams / Knowledge Transfer (Business Knowledge)
o PM Team touches all other groups (kept seeing the same mistakes)
Proposed: take these spreadsheets…let me look at this problem.
o Diego: Creating content… / Leveraged outside work this inside job
“Speaking at Lunch”

 When to Speak to Your Manager? Should You Speak to your manager?

Company Policy / My Time
o Grace: When you’re free! You do best
  When do you work?
 When do you leave? 0% - 100%
o Career Capital.
 Advice for Low Points:

 Left my job at Microsoft

 2017:
 2018:
o Oct 2018: Mindset Coach
“GUILT”  FIX
o Business Idea
 2018: Pro+

~10:30 Gobind. Slicer to Exclude/Include Country

 Data Analysis/Visualizer: Event Analysis.

 Slicer overriding page-filters

Option A: Remove the Relationship

Option B: Hard -coding using IF, Then, Else

Option C: Without hard-coding, handle flexible list of “Additional Countries” (Can handle ,3,4 or 40 countries)

 Use INTERSECTION or TREATAS to handle “Additional Countries”

 The other countries, you would just Use [Sales]

⭐ 10:55 Xiao Start/Finish Time for Different Tasks in Project

PhD. Student. Washington, DC

How each task impacts Construction Timeline.

How changes in one task impacts the whole timeline.
Visual Analysis.
Transportation / Pam Baker (Volvo)
Inventory. Logistics (Delivery).

Is it the right product?

R, Python?
e.g. Task 202 = “Scoping”. Finish
Task 205 = “Construction”. Start

 Scenario A: Finish of TaskA (e.g Scoping)  Start of TaskB (Construction)

 Scenario B: Start of TaskA. Start of TaskB
 Scenario C: End of TaskA. End of TaskB.

 Scoping, Decision Points, Assumptions, Translation

 Assumption: At any point, 2 Tasks to be compared are selected
  Temporary Assumption: We are not going to worry about “Working Days” yet
Avi: Next Steps: [Calendar] No Relationships. DATESBETWEEN ( DateA, DateB)

 Temporary Assumption: Scenario A: Finish of TaskA (e.g Scoping)  Start of TaskB (Construction)
Avi: Next Steps: 2 Disconnected Slicer.
Slicer1: Start of TaskA, Finish of TaskA
Slicer 2: Start of TaskB, Finish of TaskB
(TaskA = First Task, Task B = Second Task)
Detect, what is selected = SELECTEDVALUE()
IF, THEN to control the next steps

 Decision Point
o Option A: Create 2 Tables
o Option B: Allow Multi-Select
o Temporary Assumption: We’d solve for a Single Project
Avi: Next Steps: X Functions (SUMX, AVERAGEX, MINX, FILTER, ..)
AVERAGEX(VALUES(demo[ProjectName]), [Time Elapsed])

Human Learning???

o Project 445 = Answer = 31

o Project 768 (6/12 to 6/15) = Answer = 3
o Overall Answer = AVERAGE()

 Human Learning  Machine Learning

20190809_Xiao_Construction_Tasks_Timespan.pbix
TaskA = MIN(demo[TaskName])

Finish for TaskA := VAR selectedTask = [TaskA]

RETURN CALCULATE(SELECTEDVALUE(demo[Finish]), demo[TaskName] = selectedTask)

TaskB = MAX(demo[TaskName])

Start for TaskB = VAR selectedTask = [TaskB]

RETURN CALCULATE(SELECTEDVALUE(demo[Start]), demo[TaskName] = selectedTask)
 Time Elapsed = ([Start for TaskB] - [Finish for TaskA]) * 1

Aug 2 TalkPowerBI (Prepare vs. Start)

Prepare vs. Start

 Prepare: no website (Pro+)

 Prepare, Prepare, Prepare…but never Start

 Risk. (Stupid, Fail) = Cost (Power BI Cost = Cost!)

 Cost = Cost of Inaction!
o Website = $$$
o Dreams = Cost of Your Dreams

09:18 Kenneth Start with a test / something bad…

Empowering vs. Disempowering

 “This is just a test”

 Bad website / Webinar
“Your first webinar, will be your worst webinar”
 Tim Ferris / 4-Hour Workweek / Tribe of Mentors
“What if this were easy…”
o Dashboard Review & Makeover
 Survey / Automate / Trello / Voting
 Send it over in Email

 Kurt: How do you eat the cookie? One bite at a time.

“doesn’t matter where you start”
Social Platforms =

 Bruce:
 Kurt: 80% solution vs. 100% solution
 o IT vs. Business

09:38 Kenneth Catalog Metadata about Lots of Power BI Models

Power BI metadata, columns

 Power BI API (Data Sources)  Power BI Service

(Power BI PBIX files)

Organization has a bunch of Power BI Models

 Inventory of all the data we are using?

09:52 Prabhjot Singh Export PBIX Files from a Database?

Hi Avi, I have a follow up question on the current topic. Is there a way to export pbix files from a database, like we can
export an ssrs rdl file from report server database on premise.
 Programmatically. Manual click “Export”

09:57 kumlachew Fikremariam Import Shapefile?

 Try ArcGIS
 Or other marketplace Visuals:
o Mapbox
o Freemium

Hi from Ethiopia. I have one question, is it possible to import my own shapefile s for mapping?

10:00 Bruce: How Large Datasets can Power BI Handle? #IDEA

9M Rows, 1 table = How many unique values? “Cardinality” (ID Field)

9M Rows, 1 table
1000 rows
Current Model = 25MB

“BILLION ROW” Model : Import, Direct Query, Hybrid

 Sales by Year/Month (Import)

 Power BI Desktop (Kitten  Lion Tamer)

o Model Author: Computer / Patience (50MB/100MB)
o Model Users = PowerBI.com

 SSAS Tabular / Azure Analysis (1TB  250GB)

 BIG / SMALL = Best Practices

 o Data Modeling
 Only bring in the columns you need
(Modified Date, Modified By)
o DAX: Iterators / X Functions. Nested Iterators.
X(X)

 Tuning BIG Models

o Memory / Space Footprint: Kasper De Jonge, Scott Senkeresty (TinyLizard)
http://tinylizard.com/script-update-what-is-eating-up-my-memory-in-power-pivot/
o DAX Tuning: DAX Studio

OLTP: On Line Transaction Processing (Video Library)

10:19 Hemanth Dynamically Pass Multiple Parameters for Real Time Dashboard

Hemanthbachu

Hi Avi, is there a way dynamically pass multiple parameter values to Kusto Scripting and populate in Power BI to show
case real time dashboarding? do we need an API call ? please advise

 Real Time
o Direct Query (may be or may be not. Power BI Desktop has parameters)
o Streaming Datasets in PowerBI.com (Parameter?)
 SSRS <> Power BI
 Power BI  Import ALL Data (Because you can)
o Edmund Hillary “Because it’s there”
o Slicers

10:32 Kirill What your good resource for folks to help them understand context transition?

 Course <<
 Book: 2nd Edition

 Marco/Alberto

DAX is hard / DAX is easy.

 Filter Context
 Row Context

DAX = Lego Blocks

10:47 Gobin / Chandigarh: Pass Schema Name/Table Name in Parameter

 Working for past 1 year and creating reports

 Direct Query / SAP Hana
 Company created Power BI Report in UAT, then switched to Live
o Lots of files needs to change from UAT to LIVE
o Need to change the Server Name / Schema Name
 o Need to change that in each Query
o Using Functions in SAP Hana to get the data
o Open every Power BI File ( 4 / 5)
 Multiple Queries
o Can change the Server Name by Parameter
Schema Name in Select Statement

SapHana.Database("myservernamecom:1234",

[Query="SELECT * FROM ""SAMPLE_2019"".""FN_PowerBI_SampleFunctionName2019""();"])I have masked my data

details with dummy text on the code above. plz see the image for reference.

Pramater = SchemaName

[Query="SELECT * FROM " & SchemaName & ".""FN_PowerBI_SampleFunctionName2019""();"])I have masked my data
details with dummy text on the code above. plz see the image for reference.

10:47 Gobin: As Data Grows does it take more time for Users

 Data Refresh / Automated (1 hour +)

Source(s)  Model (PBIX)

 Database/ SAP Hana / SQL = “Writing” / “Reading”

 Power BI Model = Reporting/Analysis (Read)

SSAS Multidimensional  “Cube”

 PowerBI.com (MODEL)
o Data is right there in PowerBI.com / Service
o Caching
o Power BI Model is optimize for Analysis

Switch Careers: An

Jul 26 TalkPowerBI

 Pro+ << “Success” (6-Figures Power BI Professional)

o 50% - 50%
50% My responsibility
50% - Avi’s responsibility

o 100% Responsibility / Action / Circumstances

Guide.

 Pro Level Membership – Advanced Content, Support

 LearnPowerBI Program
 o Pam Baker (What-If Analysis)
o Justyna Buks

09:12 Kenneth Tyler: what is the difference between filters and slicers and which is good for
which kind of situation

 Filters
 Slicers
 DAX

09:35 Dhananjay Kulkarni Can we apply row level security for cube on live connection?

IT vs. Business

 IT: Centralized Models/Cubes (Power BI, Azure Analysis, SSAS…)

 Business
o Reports from IT
o Build their own reports
o Augment the Model
o Create their own Model

Option A)

 Live Connection to Cube

 Then the “Cube” the Row Level Security

Option B)

 Import
 Do your own Row Level Security in the model

09:40 Bella: What is a Cube?

 SSAS Multidimensional
o Cube
 Databases (SQL): Rows, Columns, 2D
o Date, Sales
 Power BI
o Excel, SQL/Database, SSAS.

09:48 Kenneth Negative Reports = Look for Failure

  Status/Overview
 Things that may need attention (Exception)

 As a Model Author
o Serious Error in Data! Ring all the alarm bells
o 2 Models
o Model A: Reports
o Model B => Connected to Model A (Imports)
 Battery of Checks and Tests
 If Error => Alert (Power Flow, Subscribe)

09:51 & 11:45 Vasco Santos Line Chart, Weekly Sales & Forecasting #IDEA Categorical vs.
Continuous Axis

My visual challenge is to use a Line Chart with weekly sales and use forecasting... I am using your calendar for date
dimension with YearWeek in the X axis.

just try a line chart with weekly sales from the beginning of 2018 with your dataset and try forecasting the next 10 weeks...
sorry for not being able to call now

09:53 Musari Ololade Beginner Tips

hi Avi, as a beginner, what knowledge do i need to have to become a pro with power Bi and where would you suggest i
start from

 Model, Data Quality (Query Editor/DAX). 20% Core Concepts = 80% Results
80-20.

 Dashboards / Apps:

Want vs. Need.

 Art + Science
 People + Technology

Pro+

Business + IT

Main Engines

 Query Editor (M)

 Relationships + Modeling
 Calculation: DAX

 LDFW: Learn, Do, Fail, Win

  Outer Journey / Inner Journey

10:07 Chris How to work with Messy Data

 Model?
 Report?

Coming from Excel I am successful building a working data model and visuals from highly organized spreadsheets. To
bring in less organized or semi-related datasets I need to build bring tables - do you have an existing video on that? Sorry
to ask and run but i have to leave the session.

 Date Warehouses
 Self-Service BI.
o Duct Tape & Band-Aid
o Power BI

Don’t start with the Data.

I don’t care what the data looks like.

Model = Paper/Whiteboard

Incoming Data

 Can I shape this into what I want (Query Editor)

Nancmadi: My report won't let me drag my 'locked' filters down to Filter all pages... ??

10:17 Greg Baerg Roadblock in getting data from Cloud System/3 rd Party?

Hi Avi, I have a roadblock with trying to pull data at my current company. I am trying to connect to my ERP system (Infor
CloudSuite Industrial). I'm told that our data resides offsite & is combined with other customer's data, so we can't
access the data. Our IT dept can apparently create IDO's (Intelligent Data Object) that provide the data I need but I'm
trying to find a better way to view all the data instead of asking IT for it piecemeal. Any suggestions?

Is azure data factory an option?

 Manually Export (Agile/ MVP) = YES!

o Model / Report / Dashboard
 When you do get Direct Access…
o Just update the “Source” in the Query Editor
 Direct Access
o Automate exporting the data to Fileshare
 o Back end access to “Source”
o API:
o Custom Data Connector

 Power BI great solution…for companies “Migrate” systems

o Sh**ty Current System
o Want to move to fancy ERP (Dyanmics, Salesforce), SAP
o 1: Build Power BI on existing sh**ty systems
2: During Migration, run from Hybrid sources
3: After Migration you just point to new sources
o

10:30 Mikola Stewart Is it possible to lock a drilldown at a certain level?

 Specific Structure
 Profit & Loss Statements
o Specific Structure
o Disconnected Table

10:18 AM Stephen Brouillard

I have a modeling obstacle with some data that is semi-messy. I'm trying to create a relationship but there is one bit of
data that is throwing a wrench in how I want to create the model.

 1:Many (Single Direction)

o 1 Side (Lookup Table), ID/Key Field
 Cannot have NULL / BLANK
 Cannot have Duplicates

Column has Service Request #s are Unique, have not received a SR# SRNNN-NNNN

 Option 1: Query Editor: Create a new Column

If Valid SR# exists = then SR#
Else Unique Id
 Option 2 (Stephen): Create a Master SR# Table with unique SRs (Remove Duplicates)


 (A) SR# 1st Tab

 (B) SR# 2nd Tab (High Priority Items, with some extra fields)

 Assumption:
  Decision Points: One table or keep as two?
o (RECOMMENDED) One Table: Query Editor
 Remove all NNN from Table B
 Merge A & B on SR#
 Additional Custom Field: HighPriority_Flag
IF( TableB.SR# <> null then “High Priority” else null)

o Two Table:
 Option 1:

11:03 AM Bright Sikazwe If I get Flat Data, should I recreate Star Schema (Data & Lookup)

Hi Avi, If the data is already in star schema format in the warehouse and IT gives me data in excel format ; is it necessary
to rebuild the dimensional model in power BI or one can just use two tables, including your awesome date table of
course)

 Data Warehouse (IT):

 Flatten it when they send it to users
o 1000 columns > Excel
 Power BI?
o Modern Business User / Smart
o Leave it as Flat or
o Recreate the Data & Lookup Tables.
 Efficient, size  Faster
 DAX much easier
 Creating Report will be easier
 What happens if you bring in a new data table?

11:17 Abi How to apply credentials in PowerBI.com

 Connect to SSAS Directly from Power BI Desktop (Your Credentials)

 Cloud = Credentials

o Gateway = ?
Cloud (Azure Analysis)

 Gateway of Admin Account / User account of Desktop

11:23 Abi Does Power BI Certification have value?

Choice
 a) Joe: 2 months Certification
b) Greg: 2 months working on a real project/real client
Learning + Confidence
 how find a project?  RealPowerBI
 Certification
o May be it’s worth my time talking to you
o Then the real test

11:28 Cart before the Horse #BACKWARDS

 Get Better/Learn More...before I start working with a client

o 2 months
 #BACKWARDS
o Got the client… (HOLY SHIP!)
o 2 months

 Pro+ Jul. 6 month (1 year)

o RealPowerBI (Aug/Sep/Oct/Nov)
o “What they did in 9 hours, I couldn’t have done in 90”

 “Start with an empty cup”

11:35 Grant Getting data from Cloud, Idea: Restore from Backup

 Data in the cloud?

 Direct API
o Software to Dump data
o Custom Data Connector
 Option: If the data is being backed up…
Restore the backup to On-Prem.

10:25 AM

Grant Cocco

Restore a backup of the live database to an on premises database. The data is a day old but is often u

Interface:

 Nancy Madigan (Lansing, Michigan)

Jul 19 TalkPowerBI
 LearnPowerBI: Course, Pro, Pro+
o Pro+: 2019H1, 2019H2

 Get Help Now! (BETA)

o Private Consulting
Private, Easy = Web Conference, Immediate (Same Day/Next Day)
o 1st Session with any Pro+ member = Free
Then Pro+ member
 20% Core Concepts = 80% Benefits
Core Concepts = under the hood (modeling, Query Editor, Relationships, DAX)
Visuals = Reports/Dashboards
End user = Visuals  Power BI
Jul 25th Masterclass 9AM = Visualization Best Practices
TalkPowerBI = Dashboard Makeover (BETA)
Send in Screenshots/PBIX => Share thoughts/ideas

20190719 Mahindra

 Level 3
 Content (ContentId) can be connected at Multiple Levels
Level1, Level2, Level3, Level4, Level5
o Sales: SalesId
Level1: Country
Level2: State
Level3: City

Sales ID: 001. City = Bellevue (WA, USA)

Sales ID: 002. State = Washington (USA)
Sales ID: 003. Country = USA
Sales ID: 004. Country = France
Sales ID: 004. Country = Canada
Sales ID: 005. City = Issaquah (WA, USA)
Sales ID: 005. City = Paris (.., France)

Sales ID 006: City = Seattle

Sales ID 006: State = Washington

Steve: Show Me Yesterday Data

Avi:

 In Query Editor determine “LastSalesDate”

 Then add either use this date as “CurrentDate” and add column
o CurrentDayOffset, and use CurrentDayOffset
o Or “YesterdayFlag”

Hans: Parameterize a Query

 Organization: 40+ External SharePoint. Report across 40+ sites.

Configuration. Libraries. Users.
o Power BI… (1 SharePoint)  “SharePoint Site”
 Function
 List
o Instead of One CSV, to a Folder
o Functions Query Editor =
 Population 1 Country
GetPopulation(CountryName)
List (County Names)
CountryName

 3rd Party Tools to generate Reports = Security…

Steve: Example of Parameterized Query (for Hans)

Jul 12 TalkPowerBI
What is this about?

 Answer Power BI Questions. Helping.

 All Levels are Welcome: Beginner to Advanced
 Failing! I love failure!
o I am not invincible
Forums…question?! 1-2 days. Answers.
Conferences – polished, neat and clean…
o #RealPowerBI (Fall 2019. Business – you would like us to work on your project)
 Community / YouTube / Students on the Phone / Steve Ross Co-Host
Panel Discussions: Women in Power BI, Agile BI, Future of Power BI.
How to Transition from Employee to Independent Power BI Consultant. (LinkedIn profile)


⭐ 09:18 Ansgar How to make Report Slim / Reduce loading time / Improve Performance

Today I would like to ask how to make a report slim, reduce loading times. Maybe explain some of the options in Power
BI Desktop
  How large of a dataset can Power BI handle? Infinite. Resource-Constrained.
Memory-Resident (load the whole model in memory). 16GB, 128GB
Compression. 1TB = 250GB. Power BI Desktop. Azure Analysis. SSAS Tabular.
Direct-Query. (Import. Power BI Modeler/Author)
Connect Live for SSAS = Power BI
 How big can a Power BI file be when using Power BI Desktop?
Machine-Constrained. Patience.

 Understand: How to Optimize your model? 5MB

Best Practices. Good no matter what!
5MB  500MB
 Best Practices
o Modeling (Reports)
 Flat Table
 3rd Normal Form
o DAX
 CALCULATED COLUMNS not Measures for Math
 Nested Iterators (X Functions: SUMX..., FILTER())
= SUMX(Table1, MINX(Table2))
Table1 = 1000
Table 2 = 1000
Iterations = 1000 x 1000 = 1,000,000

 Performance
a. Loading the file (file size & machine constraints)
b. Query Editor – slow to be editing, slow to refresh
c. Report rendering / Interactivity
 TIP: DAX Studio to optimize specific: DAX Measures (10 seconds…1 second).
a. Trace data (Instrumentation)
Factory = How many units produced
Instrument (IoT)

 Power BI Desktop = Power BI Service (PowerBI.com) (LOT FASTER). Caching.

Debug PowerBI.com Performance: https://docs.microsoft.com/en-us/power-bi/service-admin-capturing-
additional-diagnostic-information-for-power-bi

 Grant: 30+ Excel files…

 Connect individually vs… Connect to (SharePoint) Folder

09:57 Grant Cocco: Power BI Gateways

 Personal Gateway vs. Enterprise Gateway

 Personal PBI Models vs. Enterprise PBI Models

 Extreme: Personal PBI Models (PBIX). 50. 25 x 5 = 125
 Extreme: Only Enterprise = 1 Model (handful of models)
 Balance: Enterprise Models <> Personal Models
IT vs. Business  IT & Business

Business = Constant Change.

IT = Status Quo. Explain the need for change? Change Requests? Justified. Prioritized.

IT overwhelmed. Wrong stuff/reasons.

Business WTF? 50 requests…you don’t even use half of those.

Power BI. IT (Catalog 600+ reports = ??)

Business = Self-Serve. Test Bed. Take the Winners. (User Group)

Banff National Park. Jasper National Park. (Mountains & Gem Lakes)
Grand Canyon. South Rim. North Rim.

10:07 Grant Cocco: Common Data Service…common source

 Single Source of Truth

 80% of the needs 99% (the last mile)
 The last mile.
 Old World (B.P.) = duct tape and band aid (Excel)
“copied” the source and then did your own thing
 New World (A.P.) = Power BI.
connected to single source…augment…
(educating, dialogue)
 Visual (Can you change this bar chart to line chart?)
 Calculation (Rolling 12 months…)
 Data (Pending: Idea Link)

 Single Version of Truth: My data doesn’t match with yours

10:24 Gustavo Rolling out Power BI / Selecting first project #PowerBIPioneer

Michigan 211 (Cities 311…but Social Services). Call Center. DB of all resources.
Lot of data…new team. Focused on reporting capabilities.
Move from Excel  Scalable solution.

- licensing/cost vs. benefits?

- Evaluate PBI (first project = agile = MVP)
Hard/Impossible in the old world  Easy (Care about, Impactful)
 Data size…Relationships (VLOOKUPs)….

Shining Beacon: “How did you do that?”

e.g. Report sent to State. Quarterly Basis  Daily Basis.

Finance delayed 2 months. Jan $$$  March. Daily.

Rolling Metric = Rolling 5 weeks, 5 months = #Calls, #Duration…

Prior Year.

Actual. Target. Prior Year / Rolling Period

10. 15 (higher is better). 7

10:37 Mahindra Bisram. Many to Many Relationship

Total issue…checked the Web. Tried…

* Website, people registering for events…activities

 Content: Blog, Videos, Whitepaper

 Content Topic: Agency, B2B
 Activity = related to Event or Content
 Single: Blog. 2 topics. Agency, B2B. 2 activities. Jan 1, Jan 2
 Activity= 4
 Content, 2 Topics, Read Once. = Counted Twice.
11:17 Dan Flow & Power BI Demo

 Raleigh, NC. Honeywell.

Original Westinghouse Plant. Been with team for 19 years. UI/Design
 Used Power BI recently…Stored

 Electricity metering, Voltage Charting – How to chart like phase?

 Good feedback on it…input
 Power Flow Examples
 Event Manager…subscribe to events…when event occurs we get a notification
When they click details…they can see details
 Flow is doing “Location Services”
11:30 Bella Total with Extra Days for Crazy Client

 Intern. 4th year of college. Rajasthan.

we get the sum of the data b/w a range starting with a Start Date & ending with a End Date both two different Slicer
After filter, but after kinda like taking a week from before the Starting Date. Trying to add the data from that with the
data b/w the range I just don't know how to do it

Slicer 1: Start Date Jan 7th 2019

Slicer 2: End Date Jan 28th 2019

Sales = $Sales (for selected period)

Sales in the week prior to Start Date
11:58 Consulting  Training

 1/2/3 days. Conf. Room. Projector. Think out Loud.

Resident Power BI Person (Stakeholders, IT, DB)
 What I did. Why I did.

 Fail/Egg on my Face/ Freeze  Recess.15-30 minute.

Whiteboard. 5 minutes.

Placeholder

 Enrollment
a. Open Enrollment: Invite. 5-Day Challenge.

b. By Invite Only. Corporate Customers.

Jul 5 Work/Life Balance
 Living someone else’s life
 3 months off. Lazy? Ideas? “Creative”
Creators will rule the world.
Creativity = (Steve Jobs) Connecting the Dots.
Space. Time. Subject.

 Laid Off > WaMu > Microsoft

o 7PM = Laughed. “As long as it goes”
Seattle  China
o 12 midnight  Response

 I don’t know what you mean…

"You bring your whole self to work and you bring your whole self home"
o Left Microsoft
Work / Life Divide << Myth
o Working from Home /
YouTube – you
Daughter…
o Best Years at Work
Best Years at Life
o Work / Life Balance. Tightrope
Work << takes away from family
Family << takes away from work

 If not that? Then what is it about?

I want a better life. Better You.
 The inner journey is the only one worth taking.
 Better You = Morning Routine.
o James Whittaker:
Don’t start your day with Email.
Email has other people’s priorities.
(Simon Sinek. “Start with the Why”. I would buy you a $10 alarm clock)
o Dancing. 5-10 minutes
o Spiritual: Meditation 5 minutes, 15 minutes. 60 seconds.
Breathing. Box Breathing. Navy Seals.
4 seconds. 7 seconds.
Primal Brain. Fight / Flight.
o Physical: Wed/Sat Gym. Other Days = Cycle, Yoga.
o Emotional (throughout the day)
Feelings  Thoughts
Empowering / Disempowering
I don’t control my thoughts.
I am not my thoughts.
Announcements

 Pro+ (6-Figures Power BI Professional) Dec/Jan/Feb. Feb-Jul.

 Pro+ New Batch.
o Serve (600+)
 Course. (Starting Out or Struggling). 600+
 Community (Sensitive Data?)
 Live Events with Avi (Sensitive Data?)
 Get Help Now! (1:1 Private Help. Unpaid)
 Pro-Level Membership = Advanced
 Pro+ (Career, Consultant) <20
 RealPowerBI (Businesses  Students/Professionals)

o Front Desk Clerk at Hotel.

“Respect Your Story”
 If it was someone else’s story (close friend)

 Luke Skywalker…when he gets hand chopped off

Gandhi = Thrown out of a train
Mandela = Still in Jail
Steve Jobs = FIRED!

10:11/10:22 Mukund Dynamic Measure #IDEA #COURSE

 Disconnected Slicers / Disconnected Table

Mukund Ramachandran:

want the user to select different measure for a line chart with legend

i mean dynamic measures based on user selection

10:14 Mark Beaven/Mark Stewart

Pro+  Students

Is the original online based class no longer available? I recommended this course to my coworkers but they are unable to
find it.

“Open Enrollment”  Invite everyone

Closed. By Invite Only.

https://web.learnpowerbi.com/waitlist-invite/
Jun 21 Crawl…Walk…Run…Fly with Power BI w/
Grant Cocco

10:21 Florence: Just Stepped into a Power BI role at a company…

Florence Adewumi: how can you handle a role as BI and new to power BI with a new company

 Congrats!
 Learning / Doing / Fail / Win.
 First Project. “MVP”. “Shining Beacon”
 Brown Bag / Community
 External Community / Social Media /
 Urgent vs. Important
 > 50% “Freelancing” / Full Time Employee

10:35 Ansgar: Share Power BI Externally without sharing Trade Secrets

Ansgar Grosse-Wilde: How can I build a portfolio of my stuff without sharing trade secrets? I design reports at work but
want to showcase my skills to potential clients.

 Publish to Web (Public): Data is not okay to share publicly. None of your PBIX Internals are shared.
Control 100% what’s shown on the Report (turn Q&A off).

 Power BI Embedded:
Example: Online Service, “Water Parks”. Power BI Embedded (Charge Extra $$).
o Free Reports
o “Samples” $XXXX/month

10:45 Nickolaj: Which Business Area to Specialize In?

Generalist Specialist

 Experts/Specialists
o James Whittaker (..., Security, Cloud)
o SQL BI (Marco, Alberto):
 Power BI: New / 20 years
MDX => DAX (Cube/ SSAS)
 “What Color is Your Parachute”
 Niche
  Career
o At company at 3 months
o Sister Company: Procurement. ~ 1 Year
o Graduated
 Project based, 20 orders per year.
 Huge Machinery
 “Sales” > Procurement (Run out of stock) > Production Planning
o Minimum Stock
o Bundling Orders
 Production Planning
o Over Budget
 Hours
o Company: Global 8000 hours / month  …
o EXAMPLE: Call Center, Call Duration.
 Other areas
o Supply Chain
o Sales/Marketing
o Finance
o Executive
o Operations / Support

 My Small Business / Medium Business
o Sales
o CRM: Dynamics
 “Niche”

11:03 Rat Race & Niche

 Microsoft
 Money  Impact.
 Impact

 Niche down till you are uncomfortable

 Counter-Intuitive
 Cast a wide net.
 CPG > Fast Moving CPG > Online > 3-5 > Revenue (xxx Profit)
o Messaging
o Skies had parted


11:24 Atom & the Universe: You the Brand

  Company: Brand (XEROX). “Nationwide”

 Personal:

11:32 Loretta Sue #NETWORKDAYS

Jun 3 – Jun 5: 3 days

Jun 6 – Jun 10: 3 days

20190621_Loretta_Sue_NetworkDays.pbix
Net work Days from Start to End =
VAR StartDate = SELECTEDVALUE(Records[Start])
VAR EndDate = SELECTEDVALUE(Records[End])
RETURN CALCULATE([Count Working Days], 'Calendar'[Date] >= StartDate, 'Calendar'[Date] <= EndDate)

Net work Days (All Records) = SUMX(Records, [Net work Days from Start to End])

11:56 Mukund TOPN

 Accenture 4 years
 Tableau, Oracle
 Now Power BI…Trying o migrate some reports

 TOPN
 Percentage of Total

TOPN, % of Total

Mukund Ramachandran

Sir muje problem aa raha hai having top N and percentage of total. aur jab filter lagata hoon tab percentage of total
retain hona chahiye
 muje help kar sakte hoo

i am unable to retain percentage of total

after topn and filtering
i want this to be working if i apply any filter from slicer

Parking Lot

Aankit Mahajan:

I am facing the same with Tableau....worked in Power BI in previous company...and now moved to another one which is
Tableau oriented...so trying to make a case of Power BI - which i feel is better

Mohammed Nahedh: Hi , how can I get data from any website database to Power BI ?

Jun 14, TalkPowerBI

Announcements

LearnPowerBI.com 5-Steps to Become a 6-Figures Power BI Consultant

Pro+ 6-Figures Power BI Consultant, Closing Jun 21, 20 Spots, 43 Applicants as of now

 Diversity = Backgrounds, Goals,

Power BI Skill Level.

 Common = Love Power BI. Help Others.

 Dashboard: 80-20 Rules

Model (M, DAX) =
Visualization = “Face” of Power BI
Stephen Few. Less is More.
(Reports. Story Telling. Infographics)
Moving Bubble Charts. “Hans Rosling – TED Talk”

09:19 Julian Year to Date Across Multiple Years

 It’s easy when you know how

(Ride the bicycle)
09:58 Ruwaida Sheikh Conditional Formatting Variance

Hi How do you do conditional formatting to highlight negative variances for example if you compare actual numbers to
budget in an income statement

10:02 Jen Knable Combining Excel files in a Structured way

 Budgets inside Microsoft

 Trickles Down & Roll Up
o Department
o Type of Spend: Payroll…
 SharePoint Folders
o Budget Files at Each Level
Connected back to a “Model” Master File
Data from the “Master” guidance
Input Data
 Power BI
o Files from a Folder
All Files were alike. We controlled the format.
o File by File / Segment your Files
Can be same Folder. Name (Prefix/Suffix).
Mapping Table of Names / Pattern File Names / File Name Format Fixed
Budget_HR_2019

Filename / File Name Pattern Group

HR* Group1
Sales* Group1
Support* Group1
Collection* Group2

 PowerOnBI (Write Back) and more…

Best way to begin a massive task of combining many Excel into Power BI in a “structured” way?

10:13 Julian Round II DAX Measure Across Years #DAXvsQueryEditor

10:37 Ruwaida Add Commentary to Finance Reports

How can you add or reflect commentary/reason to a table for favourable and unfavourable variances in an Income
Statement, which also can be updated as the numbers change.

10:52 FreckledKid How to Find Clients

  Skills / Learn (The more I learn, the more I need to learn) (MBA – Now I know)
 Hard Work (What the F is wrong? More of what was not working)

FreckledKid: Rather than reaching out to businesses that have no idea about power BI what is the best way to find clients
that already use power bi?

Cold Traffic (Advertising) / Warm Traffic (Self-Selected)

T.L.C. = Traffic. Leads. Conversion.

Cost of Opportunity = Cold Calling? 4 hours calling. 2 Clients.

Mindset  EVERYTHING!
Business is Simple.

 Social Presence:
o Big Shots in Power BI: “Book”, eBook, YouTube, Twitter, Public Speaking, Online…
o God put me in the right spot!
o Confluence:
 Power BI (Community + Students): Social Presence. Field Trial.)
 Entrepreneurs: “Tapping” (NLP). Social.
o 1998-2014 (16 years): Lay Offs!
2016-2018: Social Presence  Good Life
“Make a great living, while living a great life”
o Slow Burn
o It’s not about the numbers.
o You are the average of your 5 best friends (5 people you spend the most time with)
o YouTube Coach: 25K. 100K.
 500K $
 2K $$$$
 Immediate Leads/ RealPowerBI
o PowerBIPro  Consulting Leads  Students
 Leads. Smart Way.

Jun 7, Company of One

Working 9-5 at a company
or working as a Freelancer/Consultant

are different EXTERNALLY

 are fundamentally the same INTERNALLY

In Progress: Helping 1 person is no different than helping a million.

 Microsoft
o Levels: 50-90 (84). 60 -> 61 ->
o Qi Lu (Workaholism…trickle, amplifies)
Hushed.
o Mr T. first few years in Microsoft
o Men-Women
o Ratings: 1-5 “You can tell the rating…based on the dark circles under their eyes”
 Leaving Microsoft/ Entreprenuers
o Walk the Dog
o Big Rocks, Small Rocks.
o Family. Travel.
 True North?
o Book: “Company of One”
More is Better. Better is Better.
“Less is More”
1-month India.

o Money: Films/Sayings
o Impact = Money
 Solve Bigger Problems
 Help More People
o 7-Figures/ Multiple 7-Figures
Meditation Teacher, Yoga
Artist
 School: UK Empire.
o Time  Money
(best years of your life)
o 50%
o Time ≠ Money
The less I work, the more I make.
 Avi1 (Microsoft, Power BI)
F&^%K THAT!!!

Avi2 (left Microsoft, bloody in the nose)

would not trade it for anything in the world!

Unexamined life is not worth living (Socrates)

Quality of Life  Quality Questions

 I have created, what I needed! Blueprint/Support/Community that I

o Pro+ 10 amazing people!
 o Life Raft!
o Power BI << Overestimate
o First Project  RealPowerBI
o Grow  Consulting Leads
o Business Training

09:59 AM Julian How to Sort Month Names in Reverse Order

 Basic Question, something seems simple but is not

 XXX “Apology” Sorry if this has been covered…
 Learn  Do  Fail  Win


May, Apr, Feb, Jan

 Another Column, descending

10:32 Danny Dennison Conditional refresh in service?

Conditional refresh in service? Hoping to initiate a second (scheduled) refresh in PBI service if refresh fails... doable?

 Ideas.powerbi.com: If Refresh, setting try again in 30 minutes

https://zapier.com/help/autoreplay/
 Azure Analysis Server / SSAS Tabular:
 API?
 3rd Party PowerUpdate (Conditional Refresh?)
o Power On BI!

10:37 Charles

“Digital Asset Manager” – 100s (Convert to Binary)

(Shane Company, Now you have friend in diamond business) – Marketing / Ad Image
Clear, Consistent, Sticky

“Avi...I am experimenting with using Sharepoint Image Library to add images and tag images. I then want to summarize
data metrics in Power BI, but is there a way to show thumbnails of the image stored in Power BI from the sharepoint
image library?”

- Images can be stored in Binary and be shown as Thumbnail

1. Approach 1:
a. Convert Image to Binary
b. Store them somewhere (SQL Server, ??? CSV?)
c. Pull them into Power BI
d. Data Category??
2. Approach 2:
 a. Store Images Online: Public at least to work on PowerBI.com
http://www.avising.com/me/LearnPBI/DataSources/SalesTerritoryImages/1.jpg
b. ID =
001
002
Create Images with Names to match: 001.jpg, 002.jpg
Publish them to location: e.g. www.contoso.com/images

c. Add a Column (in Query Editor)

http://www.contoso.com/images & [ID] & “.jpg”
d. Data Category = Image URL

- https://www.google.com/search?q=power+bi+binary+image
- https://www.google.com/search?q=encode+image+to+binary

⭐10:52 Bella James Hierarchical Data, Find Country of Manager #IDEA

 Real Business Application

 Simple
 Nuanced
o (SOLVED) Query Editor vs DAX
o DAX
 Hierarchy: PATH, PATHTIEM (DAX. Cooking not in Kitchen)
 Lookup Formula??

Table = USERNAME for all working staff.

User reports to Manager ID

Employee ID Manager ID Country

 Newbie, Only, Just

 Python / R =

11:24 Jeff How to Document Advanced Queries & Measures #COURSE

 Yourself  100s / 1000s Users

(Melinda Gates = Delivery Mechanism)

 Advanced. Change Requests, Staging Environment (Dev, Production)

 Multiple Authors
o Source Control (Subversion, SharePoint – checkout/checkin)
 o Diff / Merge
o 50 Queries/ 100 Queries  2 Query Changed

 Advanced Queries (Query Editor) = Dataflows

 M = Script which dumps out the Query Editor M Code (Excel/ Power BI?)
o Source Control the resulting M
 Measures = Dump out he definition
https://powerpivotpro.com/2014/03/automatically-create-data-dictionary-for-your-power-pivot-model/
 DAX Studio  Use DMV to Dump out all Metadata (Measures, Tables, Relationships…)
 Power BI Query Editor  Clean into a neat shape  Bring it into a separate or the SAME model (that you
started with)

11:45 Mikola Activate Drilldown Using Buttons #IDEA

Hi Avi, one of your students here! Is it possible to use filters/buttons to activate drilldowns? My team is having trouble
getting used to clicking for drilldowns.

May 31, Women in Power BI

May 24 Power BI / Sales & Marketing (Manuel
Fuentes)
  Democracy
o Customers 30K = Big vs. Small
Price Increase  Impact
o Small vs. Big Company
 Aug/Oct 2018  May 2019
Get Out Your Own Damn Way!

 $4B / 3 years / 0 Reports

300 people = $2M Maintain a BI System
 Small: Duct Tape & Band-Aid  Excel

10:27 Sean Create Line Chart by Region with a Total Line too #Puzzle #TotalInSlicer

Sean Macdonald

Hi Avi. how can you do a line chart for each region and to also show a total line too

 Decision Point
o Static vs. Dynamic
 Static: Query Editor, DAX Table
 Dynamic:

How to Show “Total” in Slicer.

“Disconnected Slicer”

May 17
Announcements

09:18 Steve XML & Query Editor #ManageByException

 4 XML Files, one for each month

 End up with all Racetracks, only want some Racetracks
  Also want to change some names using some Function (changes names or changes to Blank)

- BU: Cost Centers  John

- BU: Division: Cost Centers 
- Cost Centers:
- Renaming

AdventureWorks

 Accessories, Blue
 Clothing, Yellow

09:50 Bruce Update Ultimate Calendar Table for Pay Period, Last Day #GoodOne

Note: Rest of the solution (figuring out the PayPeriodMonthOffset posted here:
https://www.facebook.com/groups/LearnPowerBI/permalink/2197050793665664/ <<Students Only)

 Pay Period End Dates

 Hours?
 PayPeriodMonthOffset

Kitchen of Power BI

 Trash Can
  W/out Trash Can

Complex / Awesome Step-by-Step

Complex Formula Carry all the Garbage.

10:54 Danny #QuickTip Use Unicode Characters to Differentiate Query Editor Steps

⭐11:03 Charles Elwood Labor Hours #DecisionPoint

- Genuine business problem

- Seems simple
- Is Not

 If not Project Specific then it could become an attribute of Calendar

 Solve it Query Editor or DAX (Decision Point)
o DAX: Start Date, End Date
o Query Editor
 Decision Point
 Blow Up the Revision History Table
 CROSS JOIN
 Codes part of Hierarchy
o 100s of Activity Code
o Activity Code => Phase => ??

 Query Editor. (Greg Weber)

o Refactoring
o Defensive Programming:

 Power BI = Flashlight!
o Inconsistency => Data, Process, Systems

12:14 Loretta Sue Good Idea or Not? Connect to Power BI Datasets to create your own
reports #QuickTip
May 10 Challenge Editon
Announcements

 Still time to join the Power BI Challenge www.PowerBIChallenge.com

 Women in Power BI (Fri May 31)

9:16 Prabhpreet #PowerBIChallengers

 Customers love one dashboard, visuals

 Reporting done manually… (SQL => Cloud)

9:18 Grant #WIN

SWITCH(TRUE…
Show Levels  Then Show Gap about it

“Peeling the Onion”

 Pre-calculating in Excel
 Now: Connect to 30 different Excel sheets (short time)

09:24 Adina #PowerBIChallenger

 Introduced to Power BI
 2 weeks into job (6 months)
 Operations Department, lots of reports.
 Understand the business.
 Lots of reports – Important, Usage…
o 600 Reports => Power BI
o 2 Years ETL/DW
o Power BI => “Export to Excel” / Just give me a Table
 Time taking: Check with other people…

9:32 Charan Region wise report. Share to respective Business head

 Give them the same report with a Slicer (Click Here)

Cons: Every single time User needs to make a selection
New Update: PowerBi.com remembers your filter

 (Not Recommended) Create Multiple Reports.

Pros: Customize. Cons: Maintenance

 Single Report: Report Filter & Pass in as URL

Hand out different URLs to each Department

 Row Level Security

Cons:?
9:39 Grant: Export to Excel

 Sharing Reports:
o Power BI Web Part
o Microsoft Teams has a Power BI Tab
Question: Even if shared a Power BI Report in Teams, they it still needs to be shared with them
 External Clients?
o Sharing Publicly is Free (Publish to Web)
o Sharing Securely requires $$$
o Set up an account for your client (Federated Accounts) and assign a license to them
o Have client buy their own license
o “Entity”
 contoso.com: employee accounts
 contoso-external.com: client accounts
 jim@contoso-external.com
 Standard
o Free
o Pro
o Premium: “SQL Service Enterprise with SA”
o On-Site / PBRS
 IT…
o Does not want administrative overhead
o Requests from external people
o Enthusiasm in company to leverage Power BI & show clients what we can do
Options being used so far: Export to PowerPoint
o Surprised: Sharing Invitation sent to Client?
o Question: Is the client using Office 365? (E5 subscription bundles Power BI)
o Pricing, not always a concern?
 Total Employees: 1000
o Office 365 E5

10:01 & 10:22 Pedro (Spain) Closing Balance Over Period

 Bank
 Daily Report: Closing Balance, not paid loans. Close
New file
 Report the evaluation of every day, every month, every year
 Watched a lot of YouTube. My data is not the same
 Daily Inventory…
 Data Source: Excel File (Manual)

Level 1: Pull all files together

Level 2: Can we automate the daily manual file?!

 Automate daily manual file  Pull all files together

 Automate daily manual file  Adapt that same Process/PBIX to do All Time
 PBIX shows Unpaid Balance (All Time)
o Daily Report
10:20 Grant Files from a Folder…but not all files #QUICKTIP

10:11 Alan Row Level Security / Column Level Security

 Column: March 1

 Row Level Security

o Access Table ideally coming from HR (or some System) or Manual Table
o Access[Username] = USERNAME()
USERNAME() john@contoso.com

Name Country
john@contoso.com USA
Steve@contoso.com Canada
Raul@contoso.com USA
Raul@contoso.com Canada
satya@contoso.com *
jennifer@contoso.com Continent:North America
chris@contoso.com Region:US North West

“Kitchen of Power BI”  Query Editor

 Territory Table
Zip Code,County, State, Region, Country, Continents, Sales Area
 Human Learning  Machine Learning

Smart Enough!
Dumb Enough! Power BI Dumb = Mechanical.

Humans = Intuitive Leaps

Apr 26
Announcements

 ThankYou – Chris, Pranav (Team Avi = Team Awesome)

 TalkPowerBI
o Special Topics
o Q&A: Pre-Submit
 Friday May 3rd RealPowerBI Final Project Presentations
 Wed May 8th Power BI 5-Day Challenge (ALL NEW!)
Enrollment Learn Power BI Family.

09:14 Brian Mullins Power BI Modeling vs. SQL/DB Design

Avi, i'm an analyst that writes lots of SQL...trying to wrap my head around the difference between database
design/normalization and the kind of data modelling that works well for Power BI.

 SQL
o3rd Normal Form
 Power BI / Data Modeling
o Data Warehouse – by Kimball Book
o Greg Weber – Book Club
o Star Schema (Dim, Fact)
o Data vs. Lookup (Who, What, Where, When, How)
o Arranging the Tables.
 o

⭐9:25 & 9:40 Hector Alvaro Rojas Multiple PDF Files #Modeling

By the way, I have two pdf files with tabular tables on them. They are located here: http://www.arqmain.net/PDF-Files I
need to read all four into power bi and live them in four different tables.

I know how to read it one by one. My real problem is to read all of them in just one time. Like a: For i in (1,2,3,4)/ Read/
File(i) Return. Any help?

Avi: Append

 Assumptions we made
o PDF and Internet Location is a non-issue
o No. of Files???
 Static: If Static, how many? 1000, 10,000 (Small number)
 Dynamic
o Folder will ONLY have the PDF files of this kind (the one we need)
 If Not: How can I detect the file that I need? Filename pattern?
o When I combine the files, do I need to retain the Filename? No
o Assumption about headers: We only care about the 2 nd row of heahders (so we can remove the 1 st one)

Batch A Batch B
Start End Start End

 What is Power BI Modeling

o Assumption:
Implicit Assumptions  Explicit Assumptions
Smarter, Defensive Programming
 Is this true right now? Will it be true in the future?
o Decision Points
 Even Numbered Tables (File1, File2)
o Translation
o Scoping / Rescoping
o Black-Box
 Data Cleanup / Data Modeling
o Extensive Note Taking (Pictures Help, Annotated Pics even better – Jing)
Videos if you need.

09:28 Mark Stockport Power BI Card, Change Color

Is there a way to make a card in Power Bi change background colour to Red Amber Green depending on value ie
overspent red under green

 KPI Visual: Can color the text

 Custom Visuals
  Hack: Table of Single Value

Prashand Banwarie:

Hi Avi, was wondering if this is possible. You have a y tube vid how to un pivot. Was wondering if you can do de opposite
using dax only.

10:31 Mahindra Conditional Formatting Using Text Values #QuickTip

 It’s possible, but you need an equivalent Numeric Measure (because the dialog box would not let you select a
Text Measure)

10:40 Tsetsa

 Human Friendly Reports ☹

o Loretta Sue (Florida, College/University)
o ?? Elizabeth School District, NJ
o
 Challenge:
o Deal with Messy Data
o Or Request Underlying Data (Transaction)
 Scope
o Hard  Easy
o Impactful
 Question:
o Data from Old & New System do not match

10:58 Mark Stewart 12-Month Rolling Totals

Mark Stewart
With DAX formula, how do you calculate a rolling annual total that refers back to previous months (that contain previous
12 months transactions in the total)?

Sales Rolling 30 Days Average = CALCULATE([Sales], DATESINPERIOD('Calendar'[Date], MAX('Calendar'[Date]), -30,

DAY)) / 30

 12 Month Rolling Average $100

 Actual vs. Rolling Average

Apr 19
9:53 When to “Pivot” / Change-Directions vs. Keep Going

 YouTube Live: First will be the worst

 J.K. Rowling  Harry Potter (17-18)
 Phil Heath.
Basketball Player  Mr. Olympia
 In the Situation?
 Success: Passion, Good At, World Needs ($)
 Coach/Community
Reading Wine Label. Inside the Bottle.

⭐ 10:04 Sean MacDonald Volume Per KM but Only for Non-Blank Rows

 Some Trucks do not have GPS

 Some trucks do not do Delivery (Service Trucks)
 Combine the Tables or Not? (Merge or Append)
o Tradeoff: Which one is simpler? (Simpler for use by 100s when they create their own Reports)
o Apples or Oranges: Field Wise
o Walks like a Duck, Talks like a Duck
o If they are both Ducks? Are they at the same grain?
o Performance: Test it (Size of the Model)
 V1: Tables are separate. Size?
 V2: Tables are Combined. Size?
o Performance of Measure?
 Performance of Measure?
o Tradeoff: Query Editor vs Measure
Can do “stuff” in Query Editor to speed up Measure (but avoid “Math” in Query Editor)
o Watch out for X Functions (Iterators), especially Nested Ones (grows exponentially)
o Iterating over what? Data Table or Lookup Table?

V1 Separate Tables
Volume per KM (by Avi) =
CALCULATE (
[Volume per KM],
FILTER (
 Trucks,
NOT ( ISBLANK ( [Total Volume] ) ) && NOT ( ISBLANK ( [Total KM] ) )
)
)

Volume per KM (by Avi) =

CALCULATE([Volume per KM], NOT(ISBLANK([Total Volume])), NOT(ISBLANK([Total KM])))

V2 Combined Table
Volume per KM (v2) =
VAR Filter1 = CALCULATETABLE(TruckData, TruckData[Volume] <> BLANK(),TruckData[KM] <> BLANK())
VAR Filter2 = CALCULATETABLE(TruckData, TruckData[DeliveryType] <> “Service”,TruckData[KM] <> BLANK())
RETURN CALCULATE([Volume per KM], Filter1)

CALCULATE([Volume per KM], TruckData[Volume] <> BLANK(),TruckData[KM] <> BLANK())

CALCULATE([Volume per KM], CALCULATETABLE(TruckData, TruckData[Volume] <> BLANK(),TruckData[KM] <> BLANK()))

Single Table: TruckData

Date Truck ID Delivery ID Unit No Volume KM DeliveryType

1/1/2019 001 ABC U253 100 Delivery
1/2/2019 002 DGF U274 50 Service
1/3/2019 003 REE U649 200 100 Delivery

 DBMS: Disk Based , Spindle spu

11:13 Brijendra Also want to show kpi on tv screen without someone manually refreshing

 Dashboard Tiles do Update Automatically (but it does use Caching)

 Real Time Data Stream (PowerBI.com)
 Browser Hack: Add-In to Refresh on a periodic basis

 Bonus Challenge: Iterate over Report Pages?

 Data Set

o PowerBI.com = 8 times a day Pro, Premium 15 minutes

o 3rd Party “Power Update” (refresh on prem, publishes on cloud) = 15 minutes
o DirectQuery

11:19 Steve Different Behavior Excel vs Power BI

 Earlier Examples: Different Behavior Excel vs Power BI

 o Excel = ALL(Calenddar[Month])
Power BI = ALL(Calenddar[Month], Calendar[MonthNum])
o When showing Lookup Table Column, Data Table Column without any measure
 Excel = showed all combinations (even invalid ones)
 Power BI = only showed valid
 Model vs. Client
 DATEDIFF() ???

Apr 5
Avi News/Updates

 TalkPowerBI Stream Quality? Is it better today?

Better, Same, Worse? + = -
Quality vs. Latency.

 Dates
o May 3rd: RealPowerBI Presentations: 1-1.5 hours
7 students. Problem-Action-Results-Takeaways.

o May 7th: 5-Day Power BI Challenge

o

09:03 Steve: Introducing Power BI to New Audience / Baffling What People Do

 Surprised the Reporting practices that people follow

Very manual, Very Email File around, Hard to Understand

 Story: People emailing Reporting files. Updates are in a different format

Steve sent an update, heard nothing

 New Audience
o “I can do all that in Excel.”
o Find Pockets of Support:
People do this work on a day to day basis
o “Don’t hit them on the head with data” / Partner
o Brown Bags / Internal User Group: Critical Mass
 Power BI: New Awesome Tool
 Business Scenario: (Sales Reconciliation)
 Extension of Excel: Query Editor
Power Pivot, Query Editor. “Power BI”
e.g. Files from a Folder
Like a Pivot Table, “but way more awesome™”
Like a macro “but way more awesome™”
o Do not beat up on People/Excel
o Meet when they are…lead them from there (gently)
  DD/MM/YYYY  Date (Error) (Convert Data Using Locale)
MM/DD/YYYY

09:50 Sean Power BI Debugging Measure #MurderMystery

 Dead body, leaning on it, with a knife with blood dripping from it
 “Never prove too much” – Lawyer
 Measures / FILTER: Row Context Transition (CALCULATE)
o Measure it automatically wrapped inside a CALCULATE (Row Context Transition)
o FILTER: Row Context
 Syntax Mistake (FILTER  CALCULATETABLE)
11:31 Sean MacDonald DataFlows and Use Case

 Single Source of Truth: Power BI Model  Publish

⭐11:19 Christopher Hastings: Measure Not Calculating Correctly in Total/SubTotal

Hey Avi, do you know how the collapsed values in a pivot table is calculated? I am getting a blank in my pivot table in the
years where the last month is blank.

 20yrs, Student
 Data Analysis on my own, got my MCSA this January
 Freelancing on Upwork!
 SQL Course uDemy / PowerBIPro… / DAX / M
 Career Power BI
o Freelance / Employee
o Define? “Power BI” + ??
o Under the Hood: Modeling (DAX + M + Relationship)
o Visualiation / Storytelling
o Data Sciency Stuff (Stats / R)
o AI Azure
 Expert: Proclaim Yourself an Expert!

 Data / Power BI
 Firefighting
o Push Out the need the get in the data (Unknown)

12:53 Modeling

 Scoping
 Translator
 Assumptions
 Decision Points
Parking Lot:

Hu Wei UTC
Mark: Detect Anomalies
James: Same Report Different Visuals for Different Users
 Disconnect Model & Reports
 Bookmark / Personal
 URL Parameters / Report Filters

Mar 29

09:11 Hu Wei Stephen Few Book: “Information Dashboard Design”

 Operational Reports (Daily, Weekly, Monthly, Quarterly, Annually)

 Storytelling / Infographics

09:22 Zac Truelove: How to share data with others when asking for help?

09:37 Pavan Kukalakuntla

please tell me about the dynamic row level security

unable to filter the entire dashboard only data from one table is getting filtered

dynamic row level security to filter based on the user email we have to show data related to as per org hierarchy

⭐ 09:50 Steve Date in Header, How to Process without Hard Coding

Steve: Excel file into Power Query, first row was a date (Date represents all the data in the file, no date column)
Able to fill the Date down. Problem = 1 st entry in the first row, if elevated to Column Header, it’s hard coded.
Each file each day is structured the same way. PQ Headers become hard coded headers

Solution: Added an Index. Value = 0, then it became “Date”

10:28 Peter RealPowerBI Update

 How to share data?

o PBI published on PowerBI.com
 Client:
o Start from Scratch (by connecting to the date)
o Start with their PBIX Model
 Project
 o Don’t recreate Excel Reports (probably try to create Power BI)
o Low Hanging Fruit

SQL Database

 Export to Excel (if too big, do a subset but not by time)

Plant1, Canada…
(share via OneDrive, Dropbox = Read-Write Link)
 Freely use Query Editor to Clean-Shape-Transform Date
 Communicate to the Client: INTERIM STEP, this let’s us move faster.
Once we’re done, we’d switch it to directly connect to your SQL Server

Alternate (Not Recommended)

 Put all data into a PBIX File

 Once you get it you’re essentially offline (not connected to SQL Server anymore)
 You (Consultant) would not be able use Query Editor

Training/Consulting
 1-3 Day Onsite: Conference Room. Projector.
Think Out Loud.
 Remote:
o Check in each week: Progress, Why, Decision Points
Modelling: Decision Points, Assumptions, Scoping (Scope Down)
o Self-Documenting: Query Editor (Rename Steps etc.)
DAX Measures = Add Description, Comments inside the Measure
 PBIX (Source Code): Examine yourself (if you have any question)
 Contrast Power BI vs. Other Solutions

10:56 Pedro Export Matrix with Filter Not Working

 Portugal
 Started using Power BI 1 year ago
 Moved Jobs, challenging problems in Power BI

I have a Matrix visual that shows me for each rate and person, the date. I've add a filter to see only those that have more
than one date for each person and rate. Result Export data is blank

This table is linked to all other 4 tables, 3 of them single direction but all have that option in grey colour...
Workarounds

 Scott: CALCULATETABLE (Cons: Not responsive to Cross-Filtering, Slicers etc.)

 Avi: Show Matrix and a List!

⭐ 11:13 Why do people Export to Excel/CSV?! (Modeling = Translating)

 What are you using it for

 Sales
o Match/Verify
 Mistakes in the Source or Old Reports (80%)
 Pilot Error (just not understandin)
 Find Mistakes (20%)
 Turning Point: Shawna… ”I may be doing something wrong”
o Actionable Data/Information.
 Clients that they need an action
 Human Learning  Machine Learning

Power BI Modeling: Translator

 Assumptions
 Decision Points
 Scoping
 Translator (Human  Machine)
 Cases
 YoY Sales Dropped “quite a bit”
50% “High paying customers”
$1000 >
 When they come back to you…
  But this new scenario…
“Gold” Level
New Prospects


o Power BI is like a flashlight to your data.

(lifting a rock and finding bugs under there)

11:58 Saurabh How to Change the Data entered by “Enter Data”

 Avoid this option generally

 Better to connect to Excel, SharePoint List
 Separate Model from “Data”
o DISADVANTAGE: Model Author can Change It.
o Ability: Someone else to do it

 Enter Data

o Disconnected Slicers: OKAY

o Mapping Table: Connect to external file.

 Why Not Us!

Parking Lot

Amandeep Singh

Hi @magical Avi... my question I have created one model but connecting table fields are not showing any data but only
primary table is... where is my fault? Can you please help.... Super thanks

??
10:08 Narayan Maurya How we can refresh data more than 8 times in Pro Licence?

 Premium $5000
 Power Update (PowerOnBI)


10:12 Mark Beaven Import File from SharePoint Folder #QuickTip

Is there a way to import a particular excel file within a SharePoint folder? Does it have to be a full folder, or list?

https://avising0.sharepoint.com/Shared%20Documents/CourseModerator/Projects/20180325_TalkPowerBI/Talk
%20Power%20BI%20Files%20(SHARED%20PUBLIC)/2019_Files/20190215_Retama%20Park%20Import%20Handle
%20ISO%20Calendar%20Version%205.xlsx?web=1

10:22 Lovedeep Sharma How to restrict user zoom in zoom out from power bi map…

so that user can not zoom in or zoom out

10:24 Saurabh Show PBIX as PowerPoint Slide in Hallway (Slideshow mode)

 Bookmarks in View Mode

https://powerbi.microsoft.com/en-us/blog/presentation-mode-in-power-bi-windows-app/

 Slideshow is planned

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/10861638-slideshow-in-full-screen-tv-mode

10:40 Ajay SAP Hana, DirectQuery (SAP BW Connection Issues)

 Bangalore, India
 #WIN
o SAP Business Intelligence. Qlik, Tableau, Power BI…
o Loved Power BI (robust, everything in one tool)
o Pre-Sales with Power BI. Customers are loving it.
 Less than 50 Users. With Pro License.
SAP Hana is a live connection. (In-Memory DB).
Customers expect real-time data.
o Premium is costly
o DirectQuery (instead Import)
 SAP BW to Power BI
o Query Editor

10:52 Narayan Maurya Link 3 Reports Into One

How we can link 3 Power BI reports in one using linking option. Suppose we have 3 reports. Daily, Weekly and Monthly
wanted to link to each other so that user can use one link to see all three reports

 Combine 3 Reports into 1 Report

(can show this on a single page)
 Pin Reports on one Dashboard

10:52 Narayan Maurya Refresh Selectively Daily/Weekly/Monthly

 How are you refreshing?

Power BI Pro (8 times in a day)
 Debt Collection Agency, Data Scientist
10M Rows per day
 Refresh takes too long
Need to provide regular updates during the day (currently refreshing 8 times a day)
o Daily 15-20 minutes
o Weekly (1 hour)
o Monthly (3-4 hours)

 Incremental Refresh (SSAS)??

 Automatic Refresh: PowerBI.com
 Manual Refresh in Power BI Desktop (by selecting the table)

11:05 #Idea One Model vs. Multiple Models

One Model Multiple Models

(-) Flexibility Flexibility
(-) Speed Speed
(-) Redundancy

11:14 #Idea All of Avi’s Rules

 Build model on Paper (Data, Lookup)

 Arrange the Tables in Diagram View
 Relationships Default: 1 directional & 1:Many
 Cooking in the Kitchen (Query Editor)
 Math in DAX Measures (not in Query Editor, not in Calculated Columns)
 …
 …
 If you break rules
o Be Aware that you are doing so
o Know WHY you’re doing so

11:25 Saurabh is there a way to change thr name of column in all measure in one go? #QuickTip

 Renaming it in Query Editor may break all your measures

 Just rename the column, it automatically renames it in all measures
Mar 22nd
Announcements

 Promise: eBook Giveaways Next TalkPowerBI  Entered to Win a Seat on LearnPowerBI Program
 Make Yourself Redundant
 RealPowerBI, Pro/Pro+ Levels, Slack, Collaboration
 If you focus on problems, all you see is problems

09:21 Simon : Error Refreshing from SharePoint List

 SharePoint Online or On-Prem

 SharePoint Online > Do not Need Gateway > May need to add your credentials online on PowerBI.com
 SharePoint On-Prem  Need Power BI Gateway

09:23 John Millstead: How to deal with bank holidays when running reports on daily bank
balances?

 Calculating the Balance

 Not showing those Dates

I added the bank holiday dates and copied values from the previous business day. But what about the graphs? They have
that flat line over weekends/holidays.

09:45 Rajender Power BI Report Transitioned from Someone and Link/Refresh does not
work

 Error / Paths
 Path references is local to computer (c:\users\avi\...)

 Query Editor  Refresh Preview  Refresh All  Then Debug Step by Step

- PowerBI.com Refresh
- Have someone else refresh it

09:55 Rajat Sharma Is there any way possible Nested App Work space or Nested Security
Group ?

 SSRS: Folders & Sub Folders

 SharePoint: Folders & Sub Folders
 Power BI Workspaces ☹
10:00 Ajay Emmadi Incremental Refresh for Pro

 200M > Current Year/Month/Day

 SSAS (Incremental Refresh)
 Power BI.com Incremental Refresh (Only for Premium $5000/month)
o Not yet available for Pro ($10/user/month)
 Late Arriving Fact

Mar 15th (Future of Power BI)

10:19 Christopher Licensing, Pro / Premium

 Small (10 Users): 10 Pro x $10 = $100

 Uncanny Valley (Robotics):
 Large (1000): Premium, $5000/month

- Push the discussion of Licensing as far out

Cost  Value

10:26 Jaskirat Scripting for Power BI Embedded

- PBI Desktop (Authoring)

- Low Script
- Power Flow, Power Apps: Low/No Code

10:28 Vishesh Saxena How to Make Only Certain Report Pages Visible (RLS)

RLS = Row Level Security

RLS = Role Level Security

10:28 Avi Job Hunting Club!

What Color is Your Parachute?

10:45 Karandeep Singh Different Filters for different Users (RLS)

Same report with certain filters for certain users... Like Sales Team 1 can only see their data vs Sales Team 2 from the
same Sales Dashboard...

10:51 Christopher Hastings Is there a way to apply RLS in Excel? Yes!

- Excel cannot do RLS

 - Use it as a reporting tool
- Connect to PBI.com or Analysis Services (SSAS), Azure Analysis
- TIP: Save the file Filtered to an N/A Selection that shows no data (so user is forced to refresh when they open
the file)
Loretta Sue: Option to refresh on opening
- Refresh: Not an Issue

==========

11:01 Lenzy Petty: Advice on Forming Community inside Company (Deploying Power BI in
a Company)

any advice for starting a community within a company? because of company security reasons, some questions can only
be asked safely within the company.

 Data Gene Person: 1:20…. 1:100, 1:1000

o Get the F**** Out of Data Dungeon
o Introvert
 Community inside your company
o Brown Bags / Lunch-and-Learn
o Power BI Overview, Using Power BI.com,
Change an Existing Report
Create Your Own Report
Desktop 101
Power BI Model
DAX
o Have Members Step Up
Spotlights (Show-and-Tell)
 Struggle is Real
o Spinning Wheels
o Example of Avi’s Program
o Private Q&A Sessions Just for that Company
 Avi PBI Leader
 Show-and-tell
 Collaboration Tools
o Online Meetups: Microsoft Teams, Skype, Slack
WebEx, Zoom, GoToMeeting
o Forum: Yammer, Slack, Microsoft Teams,
o

11:31 Gene Trying to add an offset for the day in your Ultimate Calendar

Previous Day = -1
Current Day = 0
Next Day = +1

 Human Learning  Machine Learning

12:02 Mathew Jin Start Date – End Date

 Duration, Elapsed
MATH = DAX
[End Date] – [Start Date]
 “Active Items” Active Employees

12:07 Narasimha Size Limit for Power BI?

 Power BI: No Limit (Hardware Constrained)

 Authoring Tool
o Power BI Desktop (Machine + Patience)
o PowerBI.com, SSAS, Azure Analysis

RLS filters data; how can we make certain report pages visible to certain users and like

Christopher HastingsHi I have a question: Is there a way to apply RLS in Excel?

Christopher HastingsHeather talked about the fact that Power BI Pro is not a viable option for middle sized
companies, I am coming up against this with a client.

GoodlyDo you see more opportunity for Power BI training or Consulting ?

Gene StoegbauerAvi Can you show me how to add the Day Offset in your amazing Ultimate Calendar. I have
tried many different ways but can't figure it out! Thanks!

Loretta Sue KandlAre you going to the Microsoft Business Applications Summit in June

Christopher HastingsWow! Masterclasses sound great!

Mar 8th
Announcements

 RealPowerBI
 Pro+ 6-Figures Power BI Professional
 TalkPowerBI New & Improved!
 “Future of Power BI” Mar 15th
Good, Bad, Ugly.

 Upcoming TalkPowerBI :
o Women in Power BI.
o Jobs
o Licensing
  Make Power BI the Tennis of Tech Industry.

Why? TED Talk. Blind Architect.

 Big Dot  Small Dot

o Consulting  Leads to Students
o Learn Power Ambassador, Learn Power BI Mentors & Buddy System
o Masterclass (Learn Power BI, Invite 20 TalkPowerBI Insider’s Club)
 Sales
 Finance Dashboard

John Kipleting Ng'etuny/Dev How can I automate my reports and enable refreshes.

 Automated Refreshes:
o 1 week to refresh a Monthly Report
o 1-click Refresh
o Automated Refresh
 PowerBI.com = Scheduled Refresh (in the Cloud))
o Cloud Data
o On-Premise Data (Files, SQL Server, ERP/CRM…)
Require a Data Gateway
 Refresh On-Premise using tool like Power Update

 Live Connection (to SSAS/Azure Analysis), Direct Query

Mooktadir A Do I need to master SQL server also to have a job in BI. Is mastering only
Power BI enough to get jobs?

 Should Not, Must Not Master Power BI. Niche within that.
 Must Not lead with Technology. Shifting Sands of Sahara.
 Business + Technology:

Power BI & Advanced Excel (Eamonn) #PUZZLE #CHALLENGE

Is there a way to do a distinct count of customers off the Sales table expressed as a % of the entire Customer Database
dCustomer such that as you step through time
Contd..yearly the deminator changes by year where the denomiator is dCustomer table. So if dCustomer Table is
2014 – 5000
2015 – 10000
2016 – 15000

contd..How to pull this information in as a demoinator given that it is a lookup table and link this to dDates which is also
alookup table. Tried unsuccessfully to use treatas and Cascading LU tables.

 Assumption: Denominator: We only want to count Customers who have ever made a Purchase

Power BI Modeling
  Decision Points
 Assumptions

Challenge:

 How would you rewrite the measure or redo it…

IF, our assumption did not hold.
Denominator: We want ALL registered customers at that point (in Customer Table), whether or not they
purchased

Juliette: Jobs in BI Front-End Development?

My burning question is who does the front-end work on a BI system development project? I'm talking about the
stakeholder-facing work? I'm talking about the requirements gathering, the training, the UAT testing, the hand-holding
to support user adoption? As a Business Analyst, I'm doing that kind of work for now in a BA/BI hybrid role, awesome!
But I don't see alot of job opps for such roles; I only see back-end jobs for developers and DBA types?

 30,000 jobs added (NET)

 10M Hired.
 Create the Job for you (What Color is Your Parachute?)

⭐ Shane Barr Sales for Highest Level of Tenant #PUZZLE #DAXvsQuery

Australia, Property Retail Management.

Multinational. Pro License.

 Tenants
 Report Monthly
 But some times they are late, so we Estimate it
 If we get “Reported” or “Certified” Sales we use that (more accurate)

Hi Avi - We collect MONTHLY Tenant sales in 4 different ways. Estimated (1), Reported (2), Audited (3), Certified (4).
Estimated sales being the lowest and Certified sales being highest.

How do I show in Power BI by tenant the highest-level sales that we have collected in any given month?

SalesID Stage

 Modeling: Decision Points: Solve in Query Editor or DAX

 Human Learning  Machine Learning

Next Steps:

 Connect a Calendar Table and modify measure to respect the “Date”

 Solve this in Query Editor
 Query Editor vs. DAX
⭐11:25 Sean MacDonald Product Price Current & Prior Year with Sparse Data
(NonContiguous, Only Price Changes)

 Pricing Table for Product

 Every Time Price Changes, new row gets added to Table
 Client wants to Know, show me the Price of Today, the Price it was Same Day Last year
 Table is not Contiguous (Dates)
 Ultimate Calendar

 Modeling: Decision Points: Solve in Query Editor or DAX

o Query Editor: Blow up the no. of rows
Small Dataset
10,000 Products. 10-20 years, Sparse (Pricing Typically only changed twice a year)
o DAX
 Human Learning  Machine Learning

12:01 Rajat Sharma Power BI Licensing 2 Authors, 25 Viewers

Hi Avi, I have one elementary level question, we have 1-2 report author and approx 25 report viewer (read-only)..which kind
of licencing i should go for All pro 2+25 , 2 pro+ 25 free users, premium

 Share Power BI Reports “Publicly” = Free

 Share Power BI Reports “Securely” = Paid

 Pro 2 + 25 Licenses = 27 x $10 = $270 per month

 Premium 500 users or more, Starting Cost $5000/month

12:08 Greg: Sharing Power BI with Clients (Uncanny Valley of Power BI Licensing)
 - Serving clients, separate tenants/domains
- Power BI Embedded.

- XEROX (10-20)
- Power BI Desktop Demo (Online/In-Person)
o 30 Users (Pro Trial), 30-60 days
o Licensing Discussion? Pro Licenses
- Power BI Desktop Demo (Online/In-Person)
o 3-5 Users
o Set them up on my own PowerBI.com service
learnpowerbi-external.com
steve@learnpowerbi-external.com
sean@learnpowerbi-external.com
jane@learnpowerbi-external.com
o Link / Username / Password (PowerBI.com /Licensing)
$30/month
o Licensing Discussion? Pro Licenses
- Current Project: AD / SharePoint. O365? E3 / E5 (Includes Power BI Pro)
300 Users.
o Power BI Pro at $10/user x 300 = Cost Prohibitive (more costly than O365)
o Office365 E5 does make sense (cost wise)

Ryan Anderson: What do you think of a company strategy of 1 Pro user who is responsible for updating reports and then
emailing them out to the rest of the company as needed? I don't like it

 Subscription in PowerBI.com

Queue

 Joao Soares: Why in direct query dynamic dates become fixed dates in the server?
 Shane Barr Hi Avi - We collect MONTHLY Tenant sales in 4 different ways. Estimated (1), Reported (2), Audited
(3), Certified (4). Estimated sales being the lowest and Certified sales being highest
How do I show in Power BI by tenant the highest-level sales that we have collected in any given month?

Mar 1
#WIN: #Gratitude:

9:11 Mahindra Hierarchies (Add to #COURSE)

 Two types of hierarchies (Parent, Child…) Multiple Levels (variable number of Levels)
 Visiting Site, Content. Content Type (multiple levels) , 4-5 levels
Level 1, Level 2, Level 3
o Marketing
o Expert
o Case Study
  International
 Flatten the Hierarchy?
 Snapshot full path of hierarchy

ID Parent ID Name Role

1 John CEO
2 1 Jennifer VP
3 2 Steve Project Manager

 DAX Measure,
o Check Level # and Selection (#2, “Marketing”) (Avi: How do we show this selector without flattening?)
o PATH(), PATHITEM()

 Run Time or Design Time

ID Name Level1 Level2 Level3 Level… Level 7

3 Steve John Jennifer Steve

9:28 Slowly Changing Dimensions (Content Labels can Change)

 Type I: Most Recent (Overwrite)

 Type II: Sales Territory
o 2018: Canada was a separate Territory
o 2019: Canada, “North America” Territory
 Type III:
o Show me the Old Way
o Show me the New Way

09:39 Loretta Sue RLS (Row Level Security, Role Level Security)

 Mapping Table

09:53 ⭐Julian Row/Column Level Security - what about the situation where you want say the
salary field hidden unless you have a specific (Column Level Security) #COURSE

Emp ID Name $Salary$

  DAX Measure to Return the Value and Enforce the Security
o USERNAME() – Desktop / PowerBI.com (avi@avising.com)
o Table
o Hide the Column [SSN]
o Used via DAX Measure
[SSN Secure] = IF(ACCESS, return, BLANK())
[Salary Secure]
[Credit Card Secure]

[SSN Secure] =
VAR CurrentColumn = “Customer[SSN]”
VAR User = USERNAME() /*john@avising.com*/
VAR AccessTable =
CALCULATETABLE(ColumnAccess
, ColumnAccess[Username] = User
, ColumnAccess[ColumnName] = CurrentColumn
)
RETURN IF( ISEMPTY(AccessTable), BLANK(), SELECTEDVALUE(Customer[SSN]))

ColumnAccess

Username ColumnName
John@avising.co Customer[SSN]
m
John Customer[Credit Card]
Jane Customer[Credit Card]
Steve Employee[Salary]

NOTE: (Import) Giving someone your PBIX file is always giving them complete access to the data

Direct Query or SSAS: Can still secure using RLS back at source

10:02 Dennis Hunter If I use Power BI, Is my company confidential financial data secure? If
not how would I secure it?

 Cyber-Crime ($$). Credit Card  Microsoft XBOX Points  Sold ½ off

 Data Breaches: Insider.

o Can Cloud be more secure?
 Companies already using cloud: Email
o Discovery (Email)


Rapidfire

Pedro Cabral da CamaraHey Avi. I got a question that i'm struggling to find the right answer...how to do a MAX(Date)
 with Filter? I mean show me the Max Date of table X if a column Z has a certain value....Thank u so much

Avi: MAX(Date) with Filter: CALCULATE(MAX([Date]), FILTER)

CALCULATE(MAX([Date]), Product[Color] = “Red”)

Gene StoegbauerAvi How do you compare 12 months of sales based on the past 3 months compared to the previous 9
months. Total 12 months. Thank you!

Avi: AVERAGE 3 Months, AVERAGE 9 months

Ultimate Calendar, CurMonthOffset
-1 -3 (GFITW)
CALCULATE([Sales], FILTER(ALL(Calendar), Calendar[CurMonthOffset] >= -3 && Calendar[CurMonthOffset] <= -1)
-4 -12

 Pedro:
 Gene: Avi How do you compare 12 months of sales based on the past 3 months compared to the previous 9
months. Total 12 months. Thank you!
Avi:

10:39 Ajay: Power BI Repository, Power BI Pro Deployment #IDEA

Ajay Emmadi: Can u tell me about Power BI repository ? Suggest How an enterprise organisation can go with Power BI
pro?

 Single Source of Truth: Publish PBIX to PowerBI.com

o Connect reports to that (including Power BI Reports)
 Power BI Pro:
o (Avoid Cost discussion, because it would be one sided. Just focused on Cost, not the Value)
Revolutionary! (Evolutionary)
o MVP: Minimum Viable Project
o Already have Power BI Pro Licenses (Office E5)
o Power BI Desktop (Data Gene people  Business)
 Overworked & Underappreciated
 Training
 First Projects: “Shining Beacon”
Low Hanging Fruit: Hard in Old World, Easy in the New World.
 Turn Heads! “How did you that?”
 (What do you do beyond?)
o Selected Group: Pro Trial (30-60 days?)
 Make it an event, share with 10-20 people
 …
o End of Trial: Cost $$
Right Time for Cost Discussion Cost  Value.
o Pro License for 10/20/30 people
o Roll out from there ()

10:55 ⭐Jash Valand Hi, how to remove blank from slicer

Gold Star

- Real/Valid Business Scenarios

- Seems simple!
- But Isn’t!

 Where do Blanks come from?

 Should you hide it?
o Hiding: Makes it look cleaner
o Disadvantage of Hiding? If Assumptions change (BLANK() Territory has No Sales)
, by hiding it, you put yourself at risk of not detecting it easily OR data being wrong!
o AVI: Advice leave BLANK there in Slicer

Modelling (Awareness of this makes you better at Power BI Modeling)

 Decision Points
 Assumption

Do not listen to any experts!

11:17 Geert Larsen Is it possible to have a dataset in one location, that you can use in
different Power BI workspaces ?

 Solution: Single Source of Truth (all reports connected to that)

o One Model
o Or Many Models

 PBIX File, and publish it in multiple workspaces

o Source Control / Version Control (Check Out, Check In)
o Multiple Authors
o SharePoint / OneDrive for Business (Automatic Versioning)
o Consider “Power Update” (PowerOnBI)

 Dataflows (Silos!)

Disconnecting #IDEA

 Disconnect Model  Reports

 Disconnect Data (250GB)  Model Definition (KB/MB)
SSAS/Azure Analysis
 Disconnect Dataflow (Query Editor)  Model

Feb 15th #RealPowerBI meet #TalkPowerBI

 RealPowerBI
 LearnPowerBI Mentorship (1:1) 500+ Students
 LearnPowerBI Ambassadors (Community) 20K Followers
o Steve Ross
 #CrazyIdea: eBook Giveaway  Entered Raffle for LearnPowerBI Course
Need Based Scholarships


#PowerBI

09:21 & 09:40 Steve Custom Calendar 4-4-5 PriorYearSales

PRIORYEARSALES =IF (
   HASONEVALUE ( Dates[ISO Year] ),
   CALCULATE (
       SUM ( Sales[Sales Amount] ),
       FILTER (
           ALL ( Dates ),
           Dates[ISO Year Number]
               = VALUES ( Dates[ISO Year Number] ) - 1
               && CONTAINS (
                   VALUES ( Dates[ISO Year Day Number] ),
                   Dates[ISO Year Day Number], Dates[ISO Year Day Number]
               )
       )
   ),
   BLANK ()
)
12/31/2018

FILTER  FILTERX

ALL(Dates)

 (Incognito) X Functions: FILTER, TOPN, CONTAINS?

09:30 Benjamin Share Reports with Users without O365

 Power BI Desktop File (PBIX) – requires to download & install free Power BI Desktop
 Power BI Pro $10 / month (do not need O365)
 SharePoint can embed Power BI Reports
o (Power BI Webpart) credentials are automatically passed in to Power BI
o iFrame (Publish to Web!!!!!)

o Direct Link to Power BI Reports (Intranet Page)

o Use URL Parameters to pass options (allowing you to use One Report for Multiple Audiences)
 Worldwide Sales Report - url
 North America url?region=NA
 LATAM url?region=LATAM
 APAC url?region=APAC
 EMEA

10:00 Prudhvi Any Future in Power BI?

 Power BI: On Fire!!!!

 Tech Worker: Commoditized. (Barrier to Entry)

Free Training. Power BI Desktop = 0.
 $$$ 5 years

 Next Steps
o Social Presence
o Niche: Niche, Niche, Niche.
Dog Training  Competition  Walk Alongside Handler
 Matt Jones (AccountingPower.com.au – coming soon)
MYOB + Power BI  Matt Jones
o Combine Business + Tech
Microsoft Commerce/Payment Platform + Analytical
(Barrier to Entry)
o

10:18 Zac

 Datamart designed: Star Schema

 Exposed to Developers: Prebuilt Views (Flat), Views (Data/Lookup)
o Old World  Excel
o New World  Unflatten
 Three Choices
o Users just Flat Table (not very effective ☹)
o Users Unflatten (teaching, reasonably good, effort, some minor drawbacks)
o Allow them access to Star Schema (teaching Data/Lookup Tables)

10:30 Thomas Moll Power BI Maps

 Goodwill , Central Pennsylvania!

 Sales Analysis by Zip Code
Report per Location to our Stores)
 Plot Sales by Zipcode
 Add a pin to where store is located
 Hierarchy Level to Flip
 Requirement
o Show Sales (Units) by Zipcode
o Layer with “Pin” showing address location of store

10:42 Sean Macdonald

 California
Feb 8th

 Download PBI Desktop, find your Data People, start using

 Educate
 Licensing
o Free
o Free Pro Trial
o Pro
o Premium
 Q
o How many users
o How would you share it
o What is the end goal? Listen.
One man company
o Online Experience
o Development In-House or not? (do you have resources)
o ??? (Avi)What they want/ need
 PBI Desktop:
o democratize the capabilities
o You can still share for free 😊 just not securely (Secure Sharing is $$$)
o Avi: $ Shock
 Option A: PBI Desktop (cannot separate model from reports)
 Sharing:
o Not just you created some awesome stuff
o So you can all together create awesome stuff (Data  Insight  Action)
 Discussing $$$
o Mobile!
 o Online
o Dashboards (Avi)
o Separate Model from Reports*
 Option B: Pro Trial  Pro Accounts
o O365 Subscription? E5 Includes PBI Pro, else you buy separately
o Pro comes with Azure AD (?)
 Option C: Premium
o Even large companies wouldn’t start with Premium (scale the deployment)
o $5000/month, 500 users
 On-Premise: Power BI Report Server
o Buy Premium or SQL Server Enterprise License with Software Assurance
 Next Steps:
o Where to store
o How to share
o Collaborate:
o Security & Risk:

Q&A

9:42 Steve Excel with Power BI Inside

o 9:42 Steve: Excel with Power BI Inside! (Excel + Power Pivot + Power Query)
People that I work with have Excel. Easy to share.
PBIX. Need download?
Kirill: What can you do on process side?
Relinquish control? Sharing  One way
Sharing  Collaborate? (Version Control)
Avi: Do they use the Excel report for something. (e.g. derive their own metrics).
 File gets too large
 Show rather than tell.

Kirill: Shared Drive / SharePoint / Drivebox

10:07 Start with the Why? Simon Sinek

 Why: Help Others  Severe Depression

 Why: Connected
o Six Sigma: Five-Whys

10:12 Lyndsey Where to Jam? Power BI, SQL…

Would you eliminate any formulations in your sql views, data sets and leave all formulations as measurements in Power
BI
ASSUMPTION: We’re mostly talking about “Kitchen” stuff
Clean-Shape-Transform. Extract-Transform-Load.
(NOT talking about Math/Calculations/Measures)

 IT or Business? Control over the SQL Instance

o Yes

 Business: (no or little control/influence)

o Heavily favor Power BI (100%) 
 Control
 Simplicity
o Exceptions:
 Too hard/complex
 Too slow (Query Editor)
 Autorefresh (Data)
 During Model Authoring.
 IT:
o 200 columns: I wanted them to have everything!
Everything and Nothing ☹
Export to Excel. (Export to CSV)

o Support the Winners!

The Data Does Not Look Right

10:30 Lakeshore Lookout determine Near Misses

Human Learning  Machine Learning

 Define Near Miss

o Distance. Closer than 1mi.
o Speed & Distance: 100mi , at least 1mi away from each plane

10:35 Geert Larsen Is it possible to display the name of a (private) bookmark on a report ?

10:42 Marcelo Rojas

Marcelo Rojas

In the Ultimate Calendar video you built the table in Query editor, and I saw another video where a calendar was built as
a table (outside query editor). What's the difference?

 DAX
 Sourced from Excel, SQL, Azure…
Power Pivot: Add Column

Feb 1st –
09:05 Steve Discussion on DAX Studio

09:27 When do Dashboard Tiles Refresh

Jonathan CHANAL: For my part, I would like to better understand how dashboards work. That is, when or how are updated
dashboard tiles. Because right now, I don't understand at 100%. Thank you and see you

09:36 Real Power BI Coming Soon!

 Learning by Doing
Learn  Apply  Get Stuck!  Get Help
 6-Figures Power BI Professional (Pro Level)
o Feb: Quick Wins, Content (guided by group)
o March: Real Power BI.
 Business: Submit Projects.
 Class: Match Students  Projects
(BYOP: Bring Your Own Projects)
 4-5 Weeks. Agile Development.

09:41 Geert, Contracts Per Month Measure

Geert Larsen
Hi - I'm struggling a bit with a measure to show contracts PER MONTH

I have contracts with a start and end-date. I Would like PER MONTH to see how many have started, ended and were
aktive DURING and WITHIN the particular month
DURING = start before actual month and end after actual month WITHIN = start AND end in the actual month

 Contract Started
 Contract Ended
 Contracts Active

10:21 Lenzy Petty: Alerts (Icons) in a Table

Is there a way to have Alerts in a table based on date? For example, an alert for expiration dates? What I have seen so
far is no.

KPI Indicators.

https://www.youtube.com/watch?v=q_o342K9JGA&list=PL7GQQXV5Z8eekEa3shksczMCfo9tMnoFh
10:35 Hans Cumulative Totals Not Working

 Brussels, Belgium
 Telecom Company, Wholesale Department (sell to our competitors)

Hans Schiettekat: hi Avi I have a cumulative total that won’t work. any chance you could help finding the reason?

 Assets Activated +
 Assets Deactivated -
 Line: Net

10:55 Sean Macdonald The G.O.D. Formula (Ultimate DAX Measure

 Aspiring Power BI

Hi Avi, I created measures for SalesYTD, SalesLYTD,. these are all working fine. question is how to I put them in a cross
tab table where the row is Sales and the columns are YTD, LYTD

By Account QTD YTD

$100 $300
11:38 Artur

How do you build measure where you calculate sales for previous month which immune to any date filter context
(always showing previous month in relation to today). Managed to that, but it's long...

 Ultimate Calendar

Symphony.

Jan 25th – The Hard Work Myth

 John Wooden. (UCLA Coach)

09:32:27 Steve Ross Row Context Transition in CALCULATE (Understanding Measures

Step-by-Step)

1/1/2019 = CALCULATE([Count DISTINCTCount])

Filter Context = <blank>

Row Context = Calendar[Date]= 1/1/2019

CALCULATE = 3
1/2/2019 =

12/31/2019

Filter Context = <blank>

Row Context = Calendar[Date]= 12/31/2019

CALCULATE([Count DISTINCTCount]) = blank

Filter Context = <blank>

1/1/2019 = DISTINCTCOUNT(TrackCode)

Row Context = Calendar[Date]= 1/1/2019

Filter Context = <blank>

1/2/2019 =

12/31/2019

Row Context = Calendar[Date]= 12/31/2019

Filter Context = <blank>

6
10:04:39 Kimberly How to Create Lookup Table from Data Table

10:21:00 Kirill Perian Advantage of using SUMMARIZE

 Cooking
o SQL
o Excel
o DAX
o Query Editor.
Avi: I usually look at SUMMARIZE when optimizing measures

1. Simplicity
a. What’s simple for me
b. Step-by-Step (Lego Block)
2. Performance.

10:34:27 Harini

 QTD
 YTD
 (Assumption) Year-End (Forecast)

==================

 $$$ QTD, YTD, Year-End Measures work

 Headcount. Same Measure

Survey Results:

Answer Name Notes Source

B Rochelle Robinson Facebook Talk Power BI Group
B Ed Chuy Facebook Talk Power BI Group
B Mark Walter  Facebook Talk Power BI Group
B Ayesha Pradha YouTube Community
B Steve Ross Twitter
C David Leshinsky  Facebook Power BI Pro Page
Never work a day in your life, How? By
C Ng'etuny K John  doing what you love. Facebook Power BI Pro Page
Others Chi Valentine  Depends on your definition of success Facebook Power BI Pro Page
Others Pieter Linden D. Be born into a wealthy family Facebook Talk Power BI Group
 Others Dan Anyabi D. Smartly Work hard Facebook Talk Power BI Group

Jan 18th – Power BI for Small Businesses feat. Heather

Rowe

10:11 am Steve DISTINCTCOUNT Row by Row

10:30 Lenzy Petty How to Fill Missing Values

what is the best way to logically fill in missing values? for example, if a customer ordered product everyday, but the
order value is missing for some days

10:37am Antony Pihut Actualizing the Budget

 Is this Month in the Past?

o Yes: [Actual]
o No: Is [Forecast] available?
 Yes: [Forecast]
 No: [Budget]
 Actual/Budget/Forecast = VAR CurrentMonthOffset = MAX('Calendar'[CurMonthOffset])
RETURN IF(CurrentMonthOffset < 0, [Actual], IF(NOT(ISBLANK([Forecast])), [Forecast], [Budget]))

 Scenario Shown = ***Actual, Budget, Forecast**

 Amount = SWITCH([Scenario Shown]
, “Actual” , [Actual]
, “Budget”, [Budget]
, “Forecast”, [Forecast]
)

?? Prashand Active Orders, Start Date, End Date

See Files

Jan 11th Power BI Relationships + Q&A

Relationship Puzzle (#RealPowerBI)

  Lookup Table for Sales Representative

 Is there a Unique Value? What error do you get when you to try to connect?
“Cannot Create Relationship. Duplicates on both sides, one side needs to be Unique”

o Create a Table with Unique Values

RSM Group, RSM Name

o Create Unique RSM Name.

Or create two separate lookup tables.

o Client: RSM Name can be in multiple groups

 Split them in two tables (Group, Name)
 Composite Key: Combine them using a Single Key

o Many-to-Many Relationship (Name & Group)

Composite

09:45:00 Melissa Unflatten

 Appreciate the need to Unflatten? (Flat  Works…but not for the long term)
 How do you know which parts to Unflatten (Create New Lookup Tables)? Who, What, Where, When, How
 How do you do it?

 Downside to this approach:

o Question cannot answer with this approach?
(as opposed to if the DB Admin had made the individual tables available to you)

Arjan Compare first 24 hours.

- Oxygen Support
  Time Elapsed Calendar Table
o Option A
 1 hour
 2 hour
 3 hour
 24..
 48…
o Option B
 12 h
 24 h
 36 h
 48 h
 Data Table.
o Timestamp

Tom #WIN Power BI + R

 Derived a correlation plot

Nii Adjei : Compute % of Total

Jan 4th – Q&A

6-Figures Power BI Professional
  3-Month BETA Program
 By Application (coming soon in Jan 2019)
 $1995
 Who is it for? ( )
me from the past

Program

 Content
 Support from Avi (Leads, Guidance, Coaching, RealPowerBI)
 Support from Your Group (Raft)
 Support from Other Industry Experts

Content

 Mindset
o Why mindset is important?
o The Winning Mindset
o Goal Setting
 Social Presence
o Why Social Presence is Critical
o Find Your Dance Floor
o How to Get Started
o How to Grow
 Define Your Business
o Why Niche is good
o Find your Niche / Own Your Niche
o Understand Your Target Audience
 How to Get Leads
  How to Convert Leads to Customers
 How to Serve Your Customers
 Infrastructure
o Contracts
o Legal Entity (LLC)
o Time Tracking
o Invoicing
o Project Management
o Website + Email
 Other Topics / Bonuses
o How Much Should You Charge
o How to "Sell" Power BI (Convince Others of Power BI)
o How to Get Your First Contract
o Growing Your Team
o Hiring a Virtual Assistant
o To Quit or Not to Quit: Should You Quit Your Job
 All the Ways to Make $$$

Q&A Pedro:

 Avi: Best I know it is not required for them to have logged into Power BI
 https://powerbi.microsoft.com/en-us/support/pro/
 Question:
 Does it work for someone else?
Yes – Then possibly something wrong with their account
No – Then Power BI configuration?
 Does it work for other App Workspaces?

Q&A Steve Importing Excel or XML

Q&A Pedro Sharing

 Sharing: OneDrive, Dropbox, GDrive

Q&A Lenzy Trying to Merge Name Columns

Lenzy Petty:

trying to merge name columns from two different tables. First middle last, to Last, first middle. Some don't have middle
names. for clarification, Table one has one column with First middle last, and Table two has one column with Last, first
middle.

HUMAN LEARNING  MACHINE LEARNING

Names
Avi Singh
Lenzy Petty
Vijay Kumar Singh

Table1

Avi Singh
Lenzy Petty
Vijay Kumar Singh

Table 2

Avi Singh, Avi

Petty, Lenzy
Singh, Vijay Kumar

Q&A Sean Connect to PBI Model without the Service (PBI.com / Analyze in Excel)
  Requirement: PBIX File needs to be open on that computer
 Caveat: Port & Connection Information Change Each Time you reopen the file
 Avi: Use it for Debugging Measures

Dec 21st – How to Get a Power BI Job

 Eamonn
o Employers: Do not know what they are hiring for.
(Kitchen Sink / Throw Every Skill In)

o Working on Real Projects / Real Data

o Proof of Concept (Sensitive Data = Blur, Mock, Small Data Set)

Dashboards / Video (Before or During In-Person Interview)
e.g. P&L Statements.

o Not for Profit (Careful of What You Assume)

Problematic for them to even download Power BI

o Power BI + Excel =
Power BI = SQL , SharePoint, ERP, R …
SQL = Power BI

o Big vs. Small Company

 Opportunities = Work. ~300
Red Tape…
 Small / Medium:

o Power BI is Less Forgiving than Excel

Power BI is More Giving than Excel (Artur)


 The Right Way to Network

 Random Thoughts
o Technical Skills are a given. You need a differentiator
o Starter Jobs may be asked a lot of technical questions
o Smart Employers assess problem-solving, conceptual knowledge (Data Modeling) more than Technical
Trivia
o Many Employers hiring for Power BI, have little knowledge of Power BI (What does that mean for the
Job Hunter?)
 

Dec 14th – How to Become a Power BI Consultant?

My Notes from Dec 14th Recording

 One isn't necessarily better than the other (it's a choice)
 Being Driven in the Backseat of the car vs. Steering Wheel in your hands
 True or False
 Devil's Advocate...(Is there a Consultant out there with none of these things...These things have very little or nothing to do with a Consultant, let alone a Power Bi consultant)
 Two Avi's : working at Microsoft (Avi 1.0), Now Avi 2.0If they talked to each other...
Avi 1.0 would never leave the job
Avi 2.0 would not trade it for anything else
 Begin with the End in Mind: Real transformation...when you live it (not when you read a book)
 Draw Your Goals (what do I want to get, what do I not want to give up - non-negotiable)
 ...
 Noone should be a Power BI Consultant, Combine Business + Power BI => Be the 1%
 What's stopping you "Yeah...but" (tell me your Yeah Buts)
 2 Stories:
 What Stopped Me is Stopping You: How to become a Power BI Consultant: Didn't just want to teach DAX. 2 kinds of students (Consultants, Corporate Job but want to go into
Consulting).
My success = Inside MSFT, built a consulting company
Justyna Buks, Pam Baker < My goal, create more Pam & Justyna
(I started this course 2 years ago and I'm doing it now...what stopped me? The same thing that's stopping you!) https://youtu.be/KXyyg5_Fm6E?t=2545
Now is not the right time...I need someone else to tell me that I'm good enough.
Who am I to do this?
Mindset Coach: Why do you think you went trhough this struggle? I went through that so I can help others (we all have the same problems. What's keeping me stuck, is what's keeping
you stuck).
What's your excuse (I will call it an excuse...because it is an excuse...And you're going to say no Avi, this is genuine...I really do have this problem.
Do you think these people, did not have this dialog in there head? They were not saying the same things to themselves you are saying ...
What's the differnce...people standing at the edge of the water. Action.
What do you need to become a Power BI consultant? you need to take that step...
 Story: One of my students, "I'm not sure if I'm ready for consulting" (Employee vs. Consultant...)
 There is nothing to becoming a Power Bi Consultant except becoming a Power BI Consultant. You get a project and boom you are a Power Bi
Consultant. https://youtu.be/KXyyg5_Fm6E?t=3602
 How can I help: My unique life experience can help others.

Why do you want to become a Power BI Consultant?

 Be My Own Boss!
 TRUE: the freedom and flexibility/mobility to work (leaving a 9-5 job)
 TRUE: love to help others
 TRUE: working with Power BI is fun (I want to do something that I love)
 TRUE: develop more skills in Power BI

 (Artur) There is no such thing as Excel Consultant, Why Power BI Consultant?

 Use Power BI as a tool in my Toolbox (for CFO Consulting)
 (Manu) Get the Best Out of Agile Visualization

I’m not sure : 9-5 or Freelance / Consultant

Nice, Niche, Niche

What’s stopping you? (Your Yeah, but…)

 - I'm not good enough / I’m not there yet / I’m not ready
 - Don't know where to start/how to proceed/don't have the plan
Clarity comes Action. Agile.
 - Too Busy (work/family/Power BI!)
24 hours. Priority.

 - Rapid change in Tech

 Power BI Licensing/Adoption/Security issues
 Power BI + ???
SharePoint, SQL, R, ….

 Where to start?
Chicken-Egg. (What Color is Your Parachute)
Transformation is in the Transaction.
#RealPowerBI = Real Business Person, Real Business Problem, Solve it in a Class Setting (Avi central role).
1 Project in 2 Months
10 Applicants.
1 = Avi
1 = ???
Rest = Students

 How to approach a company? No Project / Less Opportunity

 Finding clients, how to price my services, estimate time
 Being efficient ... I charge by the hour
 Is Certification Necessary?
 Facing competition from Salesforce
 Landing projects early on until things pick up
 how to showcase your skills in power bi?
 Client Awareness (they don’t know about Power BI)
 Price per Report? Solution? Hour?
 Companies with Post It Reports (How to Migrate to a DW Solution so they can use Power BI)
 Mitigate Fear: Other Assets available, Support Group. On the clock.
o Technical Help: Paid $$$
o Support Group:
 Joel: Not having a Tech Background? (Business, Finance MBA, Sales)
Your strengths are your weaknesses, Your weaknesses are your Strengths!

6-Figure Power BI Consultant (BETA), Application, January 2019, $1995

2-3 people, 3-month Program

Beyond Power BI

Deferred Life Plan.

- Spend more time
- Travel More
- See the World
- ???

 Import vs. Direct Query (Composite)

o Import (Default)
o Direct Query (Why?)
 Extremely Large Dataset (1TB, 250GB)
 Realtime Data (Near Realtime not enough)
 o

Nov 30
Announcements

 YouTube Stories

 YouTube PowerBIPro2 Channel :

Power BI Q&A Videos + Beyond Power BI (but for your Power BI Success)

 Upcoming TalkPowerBI Sessions

  Six-Figure Power BI Consultant (Enrollment Coming in January)
 My Retirement!

5 Ways to Top N

1. Return Topmost Customer (sometimes it works, sometimes it does not)

(Video Idea: FIRSTNONBLANK to select 1 or CONCATENATEX or show all Tied at #1)
2. List of Top N
3. Top N Trends
4. Variable Top N
5. Breaking Ties!!!
6. More?

Question: Marcel Versluis. 80/20 Analysis. How many Customers Generate 80% of my Revenue

Question: Monalisa M. how about top 3 and show the rest of data in 'others' category

- Two Visuals Top 3 (Visual 1), Others (Visual 2)

- Query Editor (Would not be Dynamic)
- DAX CALCULATETABLE
- Disconnected Slicers (RankTop3)
o 1, 2, 3, Others
o Define Measures based on Selected Value in Disconnected Table
 Based on that you would show
 Customer Name
 Sales

Question: Break the tie based on Previous Year (

Show a List of Top 10 Customers

A. RANKX
B. TOPN
C. FIRSTNONBLANK, SECONDNONBLANK…
D. Any of the above
Nov 23 Thanksgiving Edition!

Announcements

 Power BI 5-Day Challenge Winner: Edwin Chuy

www.PowerBIChallenge.com

 Traveling to India in December, TalkPowerBI would still be on for some Fridays

12:09 Joan Need Help with Filters

 2 tables are Data Tables

 Area/Account
 Lookup Table = Area
12:22 Amaretto BI is based on ETL

 Self-Service BI

12:27 Manuel Is there Anything you cannot do in Power BI

 Complicated Excel file which What-If / Projections / Models (One-Time Use)

12:37 Yeti Difference between CALCULATE() and CALCULATE() with ALL()

 CALCULATE is the magic wand

Can change a Filter Context. CALCULATETABLE()
o CALCULATE returns a scalar value (cannot return a table)
o CALCULATETABLE returns a table
o xxx do not use CALCULATETABLE to shape your data
o ALL / ALLSELECTED / KEEPFILTERS …
 ALL() clears filters

CountRows Territory = COUNTROWS(Territories)

CountRows All Territory = COUNTROWS(ALL(Territories))
CountRows Calculate All Territory = CALCULATE([CountRows Territory], ALL(Territories))

01:14 Dan Is it Okay to use a Stored Procedure in Data Source

Option A: Connect to Database, Transformation in Query Editor

Option B: Connect to “Stored Procedure” Database

- If your access to DB is limited (Option A)

- Option A

01:35 Nawly DirectQuery vs. Import

 Large Data
 o 1TB  250 GB (PBIX?)
o Power BI Desktop  Azure Analysis Server / SSAS Tabular
 Frequent Updates
o How frequent? Right-away
What action?
o xxx Real-Time, Near-Real Time
 15-minute refreshes
 Incremental Refresh (SSAS Tabular, PowerBI.com Premium)

01:41pm Jen Knable Create Excel Reports based on Power BI Model

1. PowerBI.com  Analyze in Excel

2. SSAS Tabular  Excel or Power BI
3. Power BI Report Server
4. ..

 Why built the model in Power BI?

o Love Power BI Visuals
 Excel Report connected to Power BI, how would it be used?
o Use Excel Graphics, Advanced Controls, Pivot Tables
o Send .XLSX (No Slicers / Filters)

02:07 Loretta Sue Process CSV Files to Excel

 Input = CSV Files

 Output = Excel Files

- Power Query
- Manually Save Versions of That File. (e.g. Department A)
# of Departments 25 - 100
- Server: SharePoint / Box Server
Can be mapped to a drive
- Data cannot be shared between Departments (cannot have them be joined to common data source)
(Row Level Security)
 1. Excel VBA (Split Sheets, Save it to Folders)
2. Power Update

02:17 DTLA008 Export Large Amount of Data from Power BI

 Bulk Export up to 1M Rows

Ideas

- Connect Excel to Power BI (limit 1M Rows)

- DAX Studio (Query to CSV File) No Limits

02:30 Sam : Create Individual Colors for Two Data Columns

Nov 13-17 Power BI 5-Day Challenge

www.PowerBIChallenge.com

Nov 9th 2018 Billion Dollar Power BI Model with Michael

Stanton
Oct 18th Real Power BI with Lisa Randall

 10:17:48 (02:03pm) Harshal. Data Analyst , San Diego, Masters in Data Analytics

Got a job as a Data Analyst Intern.

Used to use Tableau. But fell in love with Power BI.

Liked the last update (R, Python)

Question: Trying to reach out to Power BI community.

Need Week-by-Week Performance. Bar-Chart (First Day of Week)
10/1, 10/8, 10/15 (Sorts weirdly), saved as Text (Adding WeekNumber)

(It’s All About the Cell) Alex Powers: At what stage do you begin to optimize the M syntax?

- Rare
- Factors
o Data Source (SQL.. vs. Flat Files)
o Complexity
o Size of the Dataset
- Reason
o Refresh is too slow
Avi: Why do you care? Automatic Refresh.
PowerBI.com
PowerUpdate (PowerOnBI.com)
 Incremental Refresh.
5B Rows, past 10 years.
  Only Refresh Current Month (1M rows)
 Power BI Premium $5K/month
 ☹ Power BI Pro $10/user/month
 SSAS Tabular.

o Authoring is too Slow.

 While Building, small dataset
(Few Products, 10,000). Multiple Years.
 …
- Optimize
o Query Folding: (depends on Data Source)
Have access to database? Yes, then you can profile the Server to see query folding.
o Go back to Source (SQL)
o Dumb Stuff!
o

- Only bring in the data that you need

-

SQL, M, Python?

o Decision Points (Crossroads): Tradeoffs

o Fast!
o + Keeping the Logic in One Place
 Math: DAX Measures
 Kitchen: M

Oct 12th Financial Reporting by Fiscal Period

Announcements

 Financial Dashboard Tue Oct 16th 10 am PST

1. Report, DAX?
2. Model (always the model)
a. Data Table
b. Unpivot, look for “Apples” If Sales were Apples
(sometimes we also unpivot Apples and Oranges)
c. Lookup Tables (Calendar)
d. 2nd Calendar Table
3. Visuals
a. Matrix
b. Cumulative Sum
Asif: Single Quotes in DAX

Avi some times we get ' sign in DAX measures and sometimes without it, like " 'Date['date']' stuff like that and
sometimes without ' sign like Date[date]

Pieter Linden When TOPN Does Not Work (returns a set, instead of single value)

TOPN  FIRSTNONBLANK()

Okay, I have a dumb Q... why does TOPN() only appear to work sometimes? Does it confuse me because it's a table-
valued function?

Oct 5th Traditional vs. Agile BI

Eric Briggs
Call Center Report Analyst, Fortune 500 Company
https://www.linkedin.com/in/eric-briggs-b26624153
(1)

James Hinton
Owner, ERP Company
https://www.linkedin.com/in/james-hinton-6107111/
(1)

Steve Ross

Nirav Gandhi: Security in PBI Desktop

 Security PowerBI.com / On Premise Server

 Copies of PBIX File
o Parameter
 PBI Desktop  SSAS Tabular (Direct Query)
o SSAS Tabular provides Security

Vikas Rathore: Measures Not Working?

New Delhi. Rohini. Client Account Manager.

 Trying to bring in change

 Been called “Crazy”

i am still a little bit confused about measures. i mean, i know what they are from your video but whenever i create one i
find error in the syntax therefore i have to create columns.

http://www.talkpowerbi.com
Calculated Columns (DAX, Query Editor)

 Static
 Calculated
o Model Refresh
o Defined/Created, Redefined
 All Values Physically Stored in the PBIX File
 Row Context = Knowledge of Current Row
 Do not have Filter Context
 Concatenation
 Text Column / Lookup Table

Measures

 Dynamic
 Increase File Size (Memory Resident)
 Do not have a Row Context (you can create one)
 Filter Context
 Math, Calculation

TotalSalesAmount = Sales[SalesAmount] + Sales[TaxAmt]

TotalSalesAmount Measure = SUM(Sales[SalesAmount]) + SUM(Sales[TaxAmt])

Vikas: Compare Data from Multiple Companies

 Two sources
o Web: Company A (Dataset A)
o SQL: Company B (Dataset B)
 Compare the two?
o Approach 1: Sales vs. Budget
o Approach 2: Similar Structure/Similar Column  Append
Company A (Channel = Internet)

Date Sales $ Agent

Company B

Date Sales $ Customer Channel

Internet, Phone, Booths..

Append

Company ID Date Sales $ Agent Customer Channel

A
B
B
Q1

What is the difference between Traditional BI and Agile BI?

Q2

How is this specifically relevant to Power BI?

Q3

Knowing <> Doing Gap

- Power BI vs. Tableau

- My transformation: growth vs. fixed
- Data is Power

Q4

Advice for individuals or companies just starting out?

Sep 28th Cumulative Totals + Hangout

Intro

 What do you get out of #TalkPowerBI? Why do you join?

 Insider’s Club www.talkpowerbi.com
 Next Week: Panel Event! Agile BI.
Guest chosen from Community: Kirill Perian + Others Invited
 Meet Steve Ross!

#WIN Manuel Fuentes

 Report Shared with Sales

Show impact of commodity pricing impact to customers.

 Rollout of Power BI

00:18:20 Cumulative SUM

 Why is it broken when Calendar is not Filtered?
 Future Months?
 Fiscal Calendar
  Custom Calendar
 Life to Date Cumulative
 When SUMs Break

X Functions: MINX, MAXX, AVGX… FILTER, TOPN

00:44:57 Manuel Matrix Show Detail without Drill Down

===================
* Ignite:
* (Manuel) Matrix/Pivot Table: Product, Product Description….Years on Columns
Tabular View?
Item, Item Description, in the rows instead of having to drill down.

 (A Vice) Cumulative YTD Sales Commission, based on Monthly Commission but paid Quarterly


01:03:00 Avi walked into a Dead-End, Merging Product to Sales (this would have resulted in
World Destruction)
Guy Johnson Create a List to lay the figures in
Eric Concatenate Fields into One (Category – SubCategory – Product Name)
Pros: Works!
Cons:
- Visual Appeal?
- Hard Coded (Design Time)

(Rik) Create a Table with - Hard Coded (Design Time)

Same Layout as the Columns
Avi Custom Measures.
(Hard Coded)

01:25:31 Majid Rolling Sum in a Matrix

Netherlands!

01:41:20 Majid Vary Rolling Period WIHOUT Hard Coded Measures

 Vary the Rolling Period (6 months rolling, 10 months rolling, 13 months)

 (Avi) Always show the last 12 Months

Sep 21st #RealPowerBI with Nicholas Davaul

  Use Power BI for Time Study, Manage Budget
 Questions
o Revenue Generating Capacity (in Hours)
Everything in Revenue Column
o For Each Individual, What are they working on the most?
 Average Time for the Task Per Day
o What are we spending our time on?
o How do these tasks trend over time? (do we do more of one vs. another)

After-Party

Jen Knable, Healthcare, Financial Analyst in Healthcare Billing

Large Clients, clean up old AR (Accounts Receivable)

- Divvy it up to various people

- Then Track Progress

Next Step: Base Vouchers (track week by week). See how they are doing in collecting these $$

If you perform the same way as the last 4 weeks

Kris, New Jersey, Johnson & Johnson, Analyst

Pallettes = How many pallettes we can estimate based on Conversion?

(hand it to others)

CALCULATE using DAX

Using Power BI. Upload Source File to a Folder.

Refresh regularly.

Number gets sent via an Alert via Email

Would like to sent a Pivot Table (

Sep 14th Many to Many Relationships

00:31:00 Steve Horse Racing #DataModeling

 Transactions
o Date
o Race
o Class: Live/Export
o GroupedHandle
 Files
o Date
 o Race #
o About this Date/Race: Distance, Field Size…
o Total Value of Race (USD)
 Stakes Purses (Correction File)
o
 Removed the “Stakes Purses” (Corrections)
 [NOT DISCUSSED] Consider: Smashing Transactions and Files EVEN though they are of a different grain

01:02:51 Kota v Rajasekharreddy Hi Avi , one PBIX File how much data it can hold?

 How much data do you have?

 PBIX or XLSX
o 1M, 100M Don’t Think About It.
o 300-500M+ Extra Careful Data Modeling
o Beyond: May still be able to handle. Dataset.
o Patience & Computer
o Refresh? NON ISSUE. Automatic Refresh. (8 hours in the night)
 Paths
o Direct Query, Composite Models (
o SSAS Tabular (1TB)

01:12:08 Sam When should we recommend of many to one, or many to many relationships

 A) SalesReason => SalesOrder+LineItem

o Avi went to store on 9/13/2018 and bought (Sales Order # 5842)
 Shoes (Line Item #1)
 Jeans (Line Item #2)
 Purse (Line Item #3)
o Sales Reason
 #5842, #1, Item on Sale
 #5842, #2, Loved the Fit
 #5842, #3, Gift
 B) Dunder Mifflin, SalesReason => SalesOrder
o We closed a sale with Jen (Sales Order #AX467)
 A4 Paper, 100 Boxes
 Card Stationary, 500 Boxes
o Sales Reason
 #AX467, Liked Jim
 #AX467, Prefers Local Supplier
 #XZ345, Like Jim
 Scenario B)
o Sales Grain = Sales Order + Line Item
o Sales Reason Grain = Sales Order
Aug 30th How to Simplify DAX Measures Using Variables
with Matt Allington

Avi’s Notes (Sorry, I didn’t write down questions)

- Variables as a way of avoiding Row Filter Context (without understand it)

- Where do you draw the line...or someone should draw the line on - having copying pasting using patterns and
really diving in to understand it?
- Cheat's way of doing it. It's not DAX (Thoughts n Quick Measures???)
If you cross your fingers after writing your formula.
Followup Content = Same as the original one

Power bi trend blog post.

teaching people
IT tools
Excel Guy (loved Access)?

The Go To Guy! Data guy.

- Teach how to fish. learn the process

- Never Write a Formula without Matrix

Watch Out, WHEN NOT TO USE VARIABLES

When you want them to do something dynamic (they are constant once defined)

Aug 24th Talk Power BI

00:02:29 Lunga, Welcome

 Energy Company, South Africa. Contract Management

00:03:57 Lunga: How to Get a Single Consolidated View of all Your Data

 Energy Company
 Single View of Data
 Tables
 o Contracts
o Another Table: Vendors (Suppliers)
o Contract Reviews
o Disputes Adjudication (How many disputes, status)
o Engineering Panel (how much have we spent with a Supplier)
Panel A: Ownership (Minority Owners)
 Want to see on one place
 Challenge: Relationship

Tables:

 GCD Contract Status

 Contract Database

Questions
- Contract Volume (How many)
- Compliant?
-

 Process: GCD Contract Status

o Start, End Date
o Checklist (helps us see if it’s compliant)
 Who, What, Where, When, How
o Who: Vendor
o When: Calendar
 Clean. End-to-End (Data => Model Relationship/DAX => Report)
00:29:48 Suburaj Filter doesn't apply while export into Power point from app

Amy: Folks that meet with Clients.

Historically they used SSRS. Now in Power BI, but they cannot export.

 Print to PDF (in Power BI Desktop) does apply filters

00:32:54 Muhammed Setting up Alerts in Power Bi Desktop?

Avi: Only possible in PowerBI.com

“Power Flow”

00:34:15 Karanjeet Firewall Error

I need assistance, may be it is simple but I have been trying this for quite sometime now.
I have a parameter date which I am using in a Source connection string for csv files. Like C:\&Date\Karan

Now, I want to take parameter values from a query, it is working for list of values but for query it gives me some Firewall
Error.

Query A (is using Query B and is also using a Parameter)

Query B

=================

Query A (uses Parameter)

Query B
Query C ( uses Query A & B)

00:36:35 Steve

 Excel file and transform

 Date Format (dd-MM-YYYY)

00:47:20 Subburaj unable to create relationship between 2 tables when duplicates r there

one more question... unable to create relationship between 2 tables when duplicates r there. example... region is there
in both the tables. 1st table has actual n 2nd table has goal. its working fine.

but i have added country in 2nd table, this case relationship is not working

can't i have goal for both region n country in 2nd table n create a relationship with first table?
00:57:15 Excel Basement Power BI: Basic to Advanced

Power BI = Agile BI

Why not learn the same way?

Agile Learning:

Learn It (Course)
Use It (Course Files. Your Own Data)
Break It (Hit Walls)
Make It (Get Help)

Course 20%  80%

What will be the path way to learn POWER BI from Basic to Advanced ? As there are many online courses available but
as novice user where to start and be on track..

01:03:19 Subburaj Suresh “Masking” Show German Students Name in German

avi....i have asked you a question about masking... example. list of students names r there in column. showing them in
table in power bi. want to display german students names in Germany rest in Engli

Student English Name German Name French Name Nationality Display Name
ID
1 English
2 French

Aug 17th Talk Power BI

00:03:54 Steve #WIN Build a Requested Report in Minutes!

 Finance Controller requested information required by regulator (extremely obscure)

 Model is King! Had all the fields in the model
 Provided information in minutes!
 These are smart people….just not #PowerBI Savvy
 Steve, Love sharing #PowerBI with others
People are fired up!
They see how it’s going to help them every day.
Simple Stuff (nothing complicated). Basic Model, Transforming Data.
 But some do not warm up (even Finance people ☹)

 E.g. Sent a file to Finance person, response

 What distinguishes them?

o Age
o Current Role (Tech Role)
o Mindset: Growth vs. Fixed.
 How can you influence?
o Overwhelmed
Show Very Little,
I make it seem like their idea
 Heather: “Small Company, Big Dreams”
o Sales organization (selling ideas, services)
o WIFM: What’s In It For Me.
Something they really want fixed (Pain Points)
One item  Fix it
o “Anti-Join”

00:23:10 Robert Wilson How to Build a Model that Can Answer Every Question You’ll Ever
Ask?

How do you model data to account for almost 'every eventuality' for reports? Surely you'll always be tailoring your data
model to mold to the requests by people over time and there'll never be...a model that fist most scenarios for what they
request?

Avi: What happens when my user says “Can I have XYZ in my report?”

 Is it available in the “Report” Layer  Drag and Drop. 5 minutes

 Is the data already in the model?
o Yes: Create a Measure  15 minutes
o No:  Few Days
 Source: fetch the data
 Source does not have the data

00:31:22 Manuel How to Understand Customer Churn

 Thousands of Customers
 Customers where Sellers are Assigned
Run Marketing Campaign.
 Where do we lose the Customers?
Sales Range, who spend between X & Y

===========================

 Customer (Created Date):

1-10 days
10-100
100+
  How do you know you’ve lost a customer?
o Human Learning comes before Machine Learning.
o Working Definition: Lost Customer (1 year)
o Customer
 Active: Past Month
 Inactive: No Order in Past Month
 Lost: No Orders in 3 months

00:51:21 Mukesh Visualization = Art + Science

 Stephen Few, Information Dashboard Design (Print Version)

00:54:17 Nawly Is there any way in Power bi to create flights’ live updates in a map???

 Live Updates: Streaming Dataset.

 Map?
o Power BI Desktop, Custom Visuals.

01:02:03 Florent. Enjoyable Journey

 Enjoyable (it gets easier)

 More report in less time
 At home work on different data sets: Sports Data Sets
 Many ways to solve, some dead-end, but some work
 Patterns start to repeat
 Samyr Brazil: RLS: Excel, not in Power BI

01:08:28 Robert Wilson the Power BI Learning Journey

It was so easy in “Old” Excel.

Harry Potter. Test  Your Choice Decides Everything!

 Go back. Same Old.

 Move forward

================

 Use Power BI, like Excel

(building reports, not model)

 Swim with the Flow

 If you think it’s hard…it’ll always remain challenging for you

Aug 10th Talk Power BI

00:01:44 Heather Small Company, that Thinks Big!

Company: Office Furniture / Supplies (

 How are you using Power BI?

Built Client a Dashboard
 Internally looking to build report for Sales Team.
Using Power BI Desktop
20 people, on the road and in the office
 Looking to deploy PBI to new team
 Seen my report “I want mine to do that”.

I want that.

00:07:44 Daren Dewbre

 Summit
 Been using Power BI for a while
 Classes  Apply to Business Problem
 AECOM. DC (Toronto, Vivek Patel)
Commerical & Government Side (Daren = Government side)
Big Construction
 Daren = Contract Management System
Compliance.
o Forms / Office 365
o Line of Business $4B
o Using Power BI
Just started into Power BI

 Consulting on the side / Other Clients on the side (Government…)

o Recommend Power BI
(Executives / )


00:18:04 Power BI Summit

00:22:38 Certificates or Experience?

 Certificate
 Experience
 Certificate + Experience

00:30:26 Composite Model

 Business: Request to IT  Backlog

IT + Business Data
  IT: 1000s  5 being used?
Winners. Marketplace.

 SQL Database
SSAS Tabular?

00:35:26 TheMagmarunning (Abhishek) Weighted Average DAX based on Condition

Thanks! I am struggling with a weighted average Dax based on a condition. If all regions are selected, use weighted
average, else use a simple average. Any pro tips there?

 [Average]
 [Weighted Average]
 [Final Average] = IF( ISCROSSFILTERED(Territory[Region]), [Weighted Average], [Average])

00:40:59 Heather Current Project

Dashboard for Sales Team

 Data: ERP System

Cannot connect directly ☹
Series of Excel files using another reporting system.
(pulled the data she needs)
 Goal: Show them a more flexible way of looking at sales
o Product: best & worst
(Category: Paper…)
o Customers: And see
 SWITCH Function, Top 5/10,15,30
Bottom 5/10/20/30
And rank by Sales $, Margin $, Gross Profit %, No. of Invoices, YoY$, YoY%

00:51:37 Jen Knable

Invoice Total Balance is not correct until I bring in the actual Invoice number- checked joins, page and report filters,
reloaded data and still no luck

 Healthcare Operations 20+ years

 Exec VP. Going Home and running reports at night (liked it!)
 Full Time Data Analyst / SQL Classes
healthcare Billing Company. Only one doing Power BI
 Healthcare: lot of data from a lot
 Company needs to collect money on services rendered based on Age Date
Aging
01:11:43 Eamonn Should we emphasize Charts / Where do Table/Matrix Fit?

 Less is more!
(fear / laziness)

Then why do we cram our dashboards and reports?

Cram our lives! FOMO
Busy!

 Try to maximize using Charts, Minimize using Tables

 If using Chart  encourage to click into Focus Mode

Daren

 Depends on Audience: Executive,

 Also Audience grows and changes, grow with them.
(they would come back ask for more)

 As they become more knowledgeable they need less data

Tactical > Operational > Strategic

Eamonn

 Audience: Finance focus

 What does the audience want?
What do they need?

Heather

 Pie Charts…Bar Charts

Aug 3rd Talk Power BI

00:03:42 Michiel Snoek & Maria

 Finally connected to data using ODBC Connector

Power BI Version to 32-bit

00:05:23 Michiel: Product ID = Numerical or Text

 Doesn’t matter: as long as they match across tables

Data Table = Number
Lookup Table = Number
  Prefer Numeric, Set “Don’t Summarize”
o Text = “Numerical Hash”

 TEST: Large Dataset (1,1 Billion Numbers)

o Store it as Numeric
o Store it as Text

00:14:11 Steve: How to Switch Sources in M (Query Editor)

I have a question about modifying M code if the source data changes from an external Excel file to data inluded in the
Excel file with the model.

 Data put in separate Excel file

 Instead data resided in the Excel Model file

AVI:

00:23:42 Manindra Kumar: How to Show HR Monthly Headcount Trend

I work into HR Analytics role for about 200 people strength, One master table, another is transaction table which
captures team movements, I want to show month on month headcount trend, can it be done using DAX (Power BI)

?? File: Onedrive / Dropbox (remove the http from the link)

00:28:18 Eamonn RealPowerBI

 Agile BI: peel the onion

 Refactoring

00:31:00 Eamonn: How to Debug Errors

 Edge Cases, Defensive Programming

 Failure Scenario
o Data is not being pulled across, Account that are not being used before

To Teach is to learn twice!

Best Practice
 Cooking in the Kitchen (Query Editor)
Split their solution (half in Power BI, half in SQL)
 Math in DAX
 Good Commenting / Self-Documenting

Classification
a) Error in Refresh

b) Missing Data
“Lookup” Table Elements or (Numbers/Data Table)
e.g. I do not see Germany
I do not see the current month (July)
 a. How to Detect Blank are from Data table or Lookup Table?

b. Is it a data issue? Is the underlying data a problem?

c. Is it an issue with my Model/DAX?

TIP: Use the SIMPLEST MEASURE. (SUM, COUNTROWS)

c) The number is wrong / The number looks wrong

DAX. (build measures in Lego Blocks)
Complex Measure = fn( M1, M2, M3, )
VAR

I.C.A.N. =
Input
CALCULATE & Friends
Apply Relationships

TIP: I do debugging in Excel

00:57:55 J Murhpy When would Power BI get a proper IDE?

01:00:46 Eamonn: TIP Insert a Video in you Tabs explaining how it works (embedded)

 Explain how to use

 Explain numbers

 Camtasia, Snag It.

 MVP:

01:08:41 J MURPHY Will the new cost model of Tableau and the upcoming planned features
for PBI in October push PBI ahead of Tableau?

 Not a race:

 Mixed Reality: Hololens

 B.Y.O.V.
 o Model = XYZ
o Tableau Shop. Pocket of Finance (Power BI)
o Power BI. Advanced Tableau.

 Tableau Server: Cube Technology?

Reimagined for Power BI = Power BI Desktop, PowerBI.com, PowerPivot, SSAS Tabular, Azure Analysis Server

 Tableau  Power BI
Apple  Android

01:21:04 MVP? We are not What we do.

 Lost my identity? WaMu?

 “We are not what we do”
 Microsoft 
 MVP Renewal ?!

V How do we get YTD,QTD & MTD measures to change on the graph to only those time periods based on what the
user wants to see

Jul 20th 2018 Talk Power BI

00:10:00 General Discussion, use YouTube Community in addition to FB Group?

00:15:52 Brian How to Optimize Performance for Large Models?? #Modeling

Hi Avi, I was hoping we could talk about optimizing perforamnce of large models. Or maybe the number of tables
doesn't matter, but I'm running into issues that really seem to be bc of more complicated measures.

Rows? File size? 7600KB

10,000 rows
Working fine till Measures get Complicated
1M, 100M  Best Practices
300-500M Extra Careful
500M+ “Power BI Desktop” / SSAS Tabular (1TB  250GB)

How to Optimize Small Model

 Relationship View (Data, Lookup , xxx Flat Tables)

 Measure
o Rewrite
o Nest Iterators (X Functions, FILTER, TOPN)
X 100
X 100
“10,000”
o IF…

IMS Avadel Ea Most Recent Wk =
IF (
    SELECTEDVALUE ( Molecule[Combined Molecule] ) = "Phenylephrine",
    CALCULATE (
        SUM ( 'IMS Weekly'[Eaches] ),
        'IMS Weekly'[Detail] = "Volume Units",
        DATESINPERIOD (
            'IMS Weekly'[Week End Date],
            MAX ( 'IMS Weekly'[Week End Date] ),
            -7,
            DAY
        ),
        'IMS Weekly'[Manufacturer] = "Avadel"
    ),
    CALCULATE (
        SUM ( 'IMS Weekly'[Eaches] ),
        'IMS Weekly'[Detail] = "Pack Units",
        DATESINPERIOD (
            'IMS Weekly'[Week End Date],
            MAX ( 'IMS Weekly'[Week End Date] ),
            -7,
            DAY
        ),
        'IMS Weekly'[Manufacturer] = "Avadel"
    )
)

 Weekly Data from Nielsen

 ml dispensed or total number of vials
 Us as a manufacturer vs. Competitors
Jun 10 14,057
ShipSales , Jun 10 1,396

 M (Query Editor)  Kitchen (Clean, Shape , Transform)

 DAX (Measures)  Math

Sales
1/1 $200
1/2 $300

3rd Party
1/8 $50
1/9 $40
= Calendar[WeekNum] “Ultimate Calendar Table”
=

00:43:07 Prasad Row Level Security for External Users

Prasad ReddyHi Avi. How can we do Row level security for External users and share the reports for the External users,
since they wont' show up in the AAD. Thanks!

“USERNAME()” <<

00:45:04 Med Atef Mekkaoui Tooltips Feature on Power BI Web

how to add dynamic axis for target by region /country/delivery type/....

is it possible to have tooltips feature on Power bi web

00:50:00 Heather Rowe #WIN Shared New Tool Tip, Drillthrough

- Small Company Thinks Big

- Sales Dashboard
- Drilldown, New Tip , Old Tip
- “Iterator”

00:57:10 Guy Johnson How to Automatically Pull New Columns into Power BI Desktop

If an Excel user adds a column to a Spreadsheet that is already in Power BI Desktop is there a way to pull the new
column into the model

Without redoing the model

Avi: It happens automatically.

May not happen if you pull files from a folder.

01:07:48 Dahiron Error Handling in Query Editor (M) try…otherwise

"There weren't enough elements in the enumeration to complete the operation"

3rd Party API.

try <<statement>> otherwise null

let
    #"Converted to Table" = Record.ToTable(Source),
    Value = #"Converted to Table"{4}[Value],
    #"Converted to Table1" = Table.FromList(Value, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
    #"Expanded Column1" = Table.ExpandRecordColumn(#"Converted to Table1", "Column1", {"expand", "id", "self", "key", "fields"},
 {"Column1.expand", "Column1.id", "Column1.self", "Column1.key", "Column1.fields"}),
    #"Removed Columns" = Table.RemoveColumns(#"Expanded Column1",{"Column1.expand", "Column1.id"}),
    #"Renamed Columns" = Table.RenameColumns(#"Removed Columns",{{"Column1.self", "Self"}, {"Column1.key", "Key"}, {"Column1.fields",
"Fields"}}),
    #"Expanded Fields" = Table.ExpandRecor

01:13:45 Feliciano: it possible to conect to a folder in onedirve personal not just in a shared
file?

Avi: You can connect to OneDrive for Business Folders

01:19:07 Thomas Powers Pulling in Data 7000+ Columns

Thomas Powers: I have a fixed-length text file that has 7000 + columns and over 5000 rows. I've tried various import
methods that either don't work, i.e. it seems to will accept small subset but larger sections fail

Thomas PowersPart 2- (both R and PowerQuery), or the set up process is too tedious, i.e. entering column name and field
width for each individual column Any ideas on how to accomplish this? Thanks

01:20:46 Med Atef Mekkaoui Allow other users from my organization to update and publish
my own reports?

Workspaces $
Pro $10/user/month
O365 Plan which includes Power BI.

01:32:38 Nawly Booger How can i use DAX in direct query ???

EVALUATE
FILTER(Sheet1, Sheet1[Country] = "Canada")

SQL  Query DAX Query

Edge Cases:

- Importing Data from a Tabular Source

- Complex Scenarios

Med Atef: how to add dynamic axis for target by region /country/delivery type/....

Madhu Rima

Good Afternoon Avi, i am new to Power BI, and have a question about Relationship in Power BI. I'm trying to form a
relationship between 2 tables and
i'm trying to form a connection between Distinct column Service Order Number between these 2 tables, and its giving
me an error saying that i cannot form a relationship.

can you please guide me?? I've tried to create a new table between these 2 tables, still tells me i cant form a
relationship

Mohamed Aboobacker Siddique: Hi Avi, i m getting this error when i refresh the data in excel , The requested operation
cannot be performed on a file with a user-mapped section open.
Post the M Code (Advanced Editor)

The Data Model table couldn't be refreshed: Excel couldn't refresh the table 'Supplier' from connection 'Query -
Supplier'. Here's the error message from the external data source:

this recently happened when i update from 2016 to 365

Avi: Send me the M Code. (Upload to OneDrive/GDrive/Dropbox) => Share via Link

Jul 13th 2018 Talk Power BI

00:10:06 Florent How to Easily apply a 24 Month Filter

Matrix
Table, showing One KPI one per month

Update Manually every month, last 24 months

MinMonth = Min(Calendar[MonthYearNum])
MaxMonth = Max(Calendar[MonthYearNum])
Month Range Shown = [MinMonth] & “ – “ & [MaxMonth]

Jul 2016 – Jun 2018

00:24:00 Donny How to Filter to Only the Data that I want to show

Donny Diamond
AVI - Help - I have data that i need to show monthly reports for - I have data that more data than I want to show - ie
20 accounts who across on 3 separate reports per week per month.

1000s of accounts are being shown

Count of Accounts Trending Per Month

Where can you filter

1. Kitchen (Query Editor):

2. Filter in DAX Measures
3. Visual
a. Page Level Filter
 b. Report Level Filter
c. Slicers

Account ID/Customer ID/Employee Start Date End Date

ID

00:40:47 Calendar Table: To Trim or Not to Trim

 Trimmed: If data is only Jul 13, then Calendar table Stop at Jul 13
(easy way out, not the smart way)

00:46:24 Usama Azam. Unable to Use Calendar Table With Quarterly Data

Usama Azam
I am unable to model the ultimate calendar table with my other data . as it always gives me the error that you need
distinct values to do that

Usama Azam
, for this i created separate Quarter and years table with distinct values to relate my actual and planned project data,
Is there any other way to do that

00:53:00 Arjan Having Trouble with DATEADD

Cooking “Calculated Column” DAX??????

Query Editor (Date.AddDays)

DATEADD

“Calendar”
- Date Column
- Contiguous Dates
- Has to have your Data Covered

01:00:49 Ankush How to set a default selection value in a slicer ? is there any way to create
using Dax?

Ankush Joshi
How to set a default selection value in a slicer? is there any way to create using Dax?

Deepesh Vashistha
@Ankush Joshi This isn't possible by DAX I believe. But one of the easiest way to do is using a custom visual "Chiclet
slicer". It provides that feature.
01:10:46 Bill Calendar Table Question

Data set tables

OrderAmount: Order ID …. Amount (Order Details)

OrderTracking: Order ID … Order Date, Shipped Date, Invoiced Date…
Date (Calendar) Table

Want to use “Date” as Filter

 Show me Orders in January for Order Date

 Show me Orders in January for Ship Date
 Show me Orders in January for Invoiced Date
 Show me Orders in January for Paid Date

==================

Orders: Order ID, Amount, Order Date, Shipped Date, Invoiced Date

Order: OrderID, Customer ID, Invoice ID, Payment Date, Salesperson ID

Order Detail: OrderID, ProductID

Jun 29th 2018 Talk Power BI

00:07:49 Khaled Kabbach: Ccan you show some best practices of the new incremental refresh
feature?

 SSAS Tabular
 Power BI Premium (not even Power BI Pro)
Small, Medium, (Small, Medium Business Teams within Large Team)
Pro = $10/user/month
(Read Only Users??)
Premium = $5000/month (~ 500 users)

 10M Rows, 2 hours to Refresh

o Late Arriving Facts (Greg Weber / Data Modeling)
o Current Month/Current Year  Daily
o Historical Data  Once a week

00:15:26 Arjan How to Combine On-Prem SQL + OneDrive Excel File

How would you solve the following: On-Premise SQL Database using Enterprise Gateway and then require a SharePoint
(OneDrive) access because a data from a 3rd party is only accessable by SharePoint located Excel file...

 Customer 1 (Client contoso.com): On-Prem SQL Database

 Customer 2 (3rd Party fabrikam.com): SharePoint On-Prem

a) What if Fabrikam allowed contoso.com account access to their SharePoint On-Prem?

(SharePoint Online can have external tenants)

b) Power Flow / IFTTT, Zapier

c) oData feed? (Excel )

d) Some Custom System (e.g. Excel Macro): which moves the file
from Fabrikam  Contoso

e) File gets emailed to contoso.com (Power BI can connect to email, Attachment?)

Treb Gatte.

00:27:58 SoSoSteph Can I connect to XML Data on Web?

00:30:32 Khaled What about Query Editor (Power Query) in SSIS

??

00:31:38 Kamran Power BI vs. Tableau (for Companies, for Individuals)

How the **** Pick the right one?

Pick a Path!
(Greg Weber: It’s easier to move one ball 20 yards, than 20 balls 1 yard)

Data Modeling: “Relationship View” 20%  80%

- (Draw it on paper)  Query Editor

- Breathe life in it = Relationships, DAX

00:47:19 Brian How to combine files in a folder which do not have headers

 Robot Jobs that export files to a folder

 Some files have 1M+ rows
 Comma Separated, Some Excel
 Comma Separated do not have header

Folder
 - File A.xlsx have header
- File B.csv
- File C.csv

Andre Jaaris anyway to integrate in power query with rest api Auth2 (get key, than use it to send post method
and get the real data)

SoSoStephHello, can I connect to XML data on the web?

Khaled Kabbachwhat about in SSIS?

Kamran BashirIs power BI a better tool compared to Tableau. Can we just learn Power BI in depth and
become a pro in BI without learning tableau and qlikview/ qlik sense? Also if yes what should be scope of
learning?

Kamran BashirAlso, could you please confirm when your next course is coming? What sort of detail does it
cover and what are the costs involved as well as time line for which access is available?

SKhan2312Hey Avi, have a question about creating a measure to include count of unique computer ids per
username

SKhan2312Then adding a time slicer

Catherine FilarWhat are the challenges of being self employed as a PowerBi consultant

Khaled Kabbachit can connect to any active directory using azure service bus

Jun 22nd 2018 Talk Power BI

00:07:38 Pavan How to split Rows?

00:13:30 SoSoSteph How can I do a custom sort on dates that I have categorized as text
because they aren’t continuous?

Sort By Column

00:25:11 Tamir: #Modeling How to show 1 stacked bar with the correct legend when selecting
the appropriate slicer?
00:52:00 Power BI vs. Tableau?

00:54:31 WoW Page How to put measures in Rows (Matrix)?

00:58:00 M.PAVANKUMAR REDDYhow to create reports with 3 different data sources .like
excel, database, online applications

01:04:00 Pavan Kumar: How to share Power BI Files/Reports with other users

How can a dashboard created in power bi free desktop version can be viewable by other users...can we share the link to
users just like tableau public, if so how..the persons who doesn’t have pro license

01:10:53 Rik van DinterenI have a hard time to ADD an on prem file to the gateway. Is IT possible to showcase it
sometime?

(Excel file)

 OneDrive
 Google Forms  Google Sheets  Power BI
 On Prem File: Gateway / Data Source.

On the c drive: c://documents/bi files/excel.xlsx

01:21:13 Robert Wilson: Is there a way for ODBC connected data to be filtered first and only
download the necessary data (Like crystal reports) ? It seems that the entire table rows in my
data (12M+) get downloaded first

 Query Folding (automatic, e.g. in SQL Server)

 See if you can specify a SQL Query (in Advanced Option)
instead of connecting to data and Filtering it then
01:28:20 Pavan Kumar: the calendar video series does not have other videos to create step by
step calendar dates could u plz help

01:34:39 Robert Wilson Like the date filter slicer, is there a way to filter between two time
frames during a day? eg: 06:00 to 18:00 to return only those sets?

May 4th 2018 Talk Power BI

00:09:36 Pieter can STDEV.P use COUNT

have a stupid easy question. Same healthcare dataset... (PatientID, Symptom, Severity, Date)... Can I do a STDEV.P on a
COUNT?

Pieter Linden: What I was trying to understand about the dataset is "Which of these findings are significant? (Don't you
have to do p-values etc?)

00:12:40 Andrey: Is there currently a way to use power queries as ETL step to update SQL
server tables?

Pustovoy Andrey1. Is there currently a way to use power queries as ETL step to update SQL server tables?

Pustovoy AndreyAutomatically and on schedule?

 3rd Party Tools: Power Update

ETL (Excel + Power Query  Power Pivot)
Power Update  SQL
 CDS for Analytics?
 Power Flow?

00:19:09 Andrey How do you collaborate on, source control and QA PowerBI Models and/or
Power Query queries?

Source Control (SharePoint can enforce checkout)

 - Multiple people check out ? Merge? Branch  Merge?
- Power BI  Serial Development

Issue Tracking/Defect Tracking

00:24:44 Zhang Question Budget Data

YIZONG ZHANG Hi Avi, I am dealing with some budget data, two table, one revenue table, one appropriation table. Index
= sum(revenue)/(appropriation). It displays well for each state in USA well.

Appropriation = appropriation is like how you plan to spend your budget

…realized = “Actual”
…Appropriation = “Budget”

YIZONG ZHANG But I want to normalize the measure among all states but BI don't allow me to do calculation with
measure. So basically I want to calculate (index-average(index))/std(index) for each states

SUM(Revenue) / SUM(Appropriation)
(index-average(index))/std(index)

 index=sum(revenue)/sum(appropriation). And I can't standardized this index. Cause I try average(index), and
fialed, cause average takes only a collumn, not a measure

Actual = 200
Budget = 100
Index = 200 / 100 = 2x

Actual = 150
Budget = 100
Index = 150 / 100 = 1.5x

(index Jan - average(all 12 index))/ standard deviation (all 12 index)

[Index] – [Index Full Year] / STDDEV([Index])

00:31:38 Srinivas Kandru: jealous of the sql guys!!

Do you have any PowerBi or Power Pivot user groups active in India...? It's really boring, jealous to see you talk always
and we listen...we want to participate in user group meets like sql guys

00:37:03 Rick How to keep Legend Consistent even as Values Change

Multiple Charts, multiple colors for different bars

Turn Legend Off. Can assign colors manually per value.

- Turn legend off to save space, not make it look cluttered

00:47:01 Denis: Get Lost in Complex DAX ☹

A more general question in relation to the more complex dax, how to read them and write them. I seem to be able to
get the short dax expressions, but when they become more complex I get lost

SQL = Query.
DAX = QUERY.

 Build in Lego Blocks

o Measure1
o Measure2
o Measure 3 = Measure1 & Measure2

 Human Learning before Machine Learning

 Use Variables (Constants)

00:58:54 Srinivas: In what way powerbi is powerful than powerpivot except the visualization
capabilities.

Is it really worth looking at it? Can we dump power pivot..?

10:00:59 Andrey We are on fiscal year starting Oct 1. How do I change the automatic
calendar to start Oct 1?

No matter what I do, My Jan, Feb, Mar is still Q1, not Q2 according to our fiscal year....

01:10:02 Roberto: QE when some excel file has an '#N/A' it just stop with DataFormat.Error:
Invalid cell value '#N/A'.

01:16:15 Andrey What is the current role of DAX Studio in regards to PowerBI? Do you use
it and how?

 Documenting my model
 Dumping the Measures
 Rarely: Debugging Performance issues with a Measure
(SQL Profiler)
 “DAX Query” ??

Power Pivot, Power BI, SSAS Tabular

01:24:16 Srinivas Free version of SSAS = “Developer” Edition

which is the free SQL server version which is having SSAS tabular available for individual user like me to practice
connecting to Power Pivot? Coz I can't afford to pay huge amt on that..thanks

01:44:19 Eric: Is it okay to have a Lookup Table with a Million+ rows

CaseDetails = Dimesion (unique list of CaseID, Reason for Calls) 12 Columns 1M

CasesProcessed /

CaseActivity of the Case = Create, Close Dispatches, Assigned , 5M

5 Columns

=======
Current Size PBIX File = ??

Combine = CaseActivity (CaseDetails), New Size = ??

Lookup = Who, Where…

======
Separate ??

Case

Don’t want to flatten

Questions I could not get to

 Denis: When I write different measurse under the different tables, I have seen people setting up a table and put
all there measures into this table. Is this good practice?
  Andrey: Please comment on tradeoffs between modeling in DAX vs PowerQuery.

March 2018, Power BI 5-Day Challenge

Sign Up: www.learnpowerbi.com/challenge

👉 After Signup the “Challenge Information” page has link to access this document (Call Notes) + Files created
during the Live Calls
(example of Challenge Information page)

March 30, 2018 (Challenge Day 5. Talk Power BI Marathon)

Time Slot Name Topic

9:00 AM Antoinette Gain more experience
9:30 AM Roberto Staltari Use Power BI in my daily activities,
Stuck watching videos and reading books but when on the "battlefield" I find myself watchi
screen and scratching my head :(
10:00 AM Oliver Schafer Create a visualization - probably Gantt chart
10:30 AM Jay Marvin Present a table built in Excel in PBI
11:00 AM Ankush Joshi To create some reports and get some ideas.
11:30 AM Amber Muehlbach How to create last week, 4 week, 52 week fytw time aggregates from a flat file. Use this for
year and last year
12:00 PM Alexander Walton I work at a hotel chain, and we want to determine the first middle and last days of stay for e
guest. MINs and MAX's dont work because the same Guest ID can stay with us multiple tim
Looking for PowerPivot Advice to help capture this info
12:30 PM >> Lunch Break <<
1:00 PM Sachin Ask few questions related to M and DAX
 1:30 PM Darrell Minute granularity without relationships, with column calculations. Slow Performance
2:00 PM Subish Few clarification on data modeling working with dates
2:30 PM Katy Understand Rank()
3:00 PM Fred Reiter Table Relationships and Calendar to support Julian, Message: I will send a link to powerbi d
file
3:30 PM Hasan Sharif Start learning Power BI. Where to start from on Learning Power BI. Would like to use Powe
on the job.
4:00 PM Preetham Power BI career path. When to use PowerPivot, SSAS Tabular and power bi tools?
4:30 PM Loretta Sue New to Power BI. I will be working heavily tomorrow on a project. I’m sure I will have ques

9am Antoinette

 Wait too long…

 Chicken-Egg.
 “What Color is Your Parachute”

Work Training: e-Training.

No learning is wasted?
Keep what you have.

9:30 am Roberto

“Stuck watching videos and reading books but when on the "battlefield" I find myself watching the screen and scratching
my head :(“

Efficiency. Statistics.

Spreading Power BI Worldwide: Power BI showcase to 70 people worldwide.

Company Transformation – Data Driven.
“Lean” – lot of data, all over the world. Tracking Systems.
(not easy to change people’s mind)
.

- Use Power BI as PowerPoint

- DAX is forbidden

“Driving a spaceship on the highway”

Knocked off the horse…
----------------

First Win / First Project

Low Hanging Fruits. Hard or Impossible in the old world.

-----------------
Trouble Ticket Assistance. “Word Clustering” – R.

 Different Granularity
o Ticket System: Daily (minutes)
o Tracking of People: Daily
o ?? Response Time , by Day, # of People worked

10:00am Oliver

Swiss National Science Foundation (250 People)

“Data Hub” …where to go with visuals
Data Scientists.
Programming Skills?

Power Query, Power Pivot => Power BI

Using Power BI Report Server

Each Division has experts

“Pockets” of Power BI
5 people doing reports

10:30 Jay

Programmer.
Tasked with updating reporting, making Power BI)
(familiar with Databases)

Power BI = Easy but it’s not Easy

11:00 am Ankush

 How to remove Blank from Slicer



11:30 Amber
POS $ = [Total Sales]

Fiscal Calendar = July 1st (FM1), FY 2019, FM 1, FM = July)

Fiscal Calendar = 1st Saturday

2018 Fiscal Year

WK1 = Jan 27th

Retail = 4-4-5
“Custom Calendar”

12:00 Alex
 I work at a hotel chain, and we want to determine
 the first
 middle?? (BLANK)
 and last days of stay for each guest

Avi Jan 1st, Jan 2nd

Avi Jan 7- Jan 9

MINs and MAX's dont work because the same Guest ID can stay with us multiple times Looking for PowerPivot
Advice to help capture this info.

Track Spend
(extra service: room service, restaurant)

Maximize.

name

First Middle Last

Avi Jan 1 Jan 3
Avi Jan 7 Jan 8 Jan 9

1:00pm Sachin

How to Convert it into Date

How to find the best 10 weeks.

1:30pm Darrell

Minute granularity without relationships, with column calculations. Slow Performance

 Open
 Staffing Level
 Open Calls at Minute Level
 Provide this information to a large consortium
 “Open Call” Calculated Column (300,000 calculation)
o Work Ticket Item
o
 …
2:00pm Subish

Few clarification on data modeling working with dates

M-F

 Approved PO Comes on Monday before 2pm => Needs to be Created Same Day
 After 2pm (same day or next day)
 After Friday 2:00pm => Monday
 Holidays
 Flag? In SLA, Out SLA

2:30pm Katy RANK()

  Took my class Webinar

 Wine

 UPC Characterisitc is at Manufacturer Grain

3:00pm Fred

Table Relationships and Calendar to support Julian, Message: I will send a link to powerbi desktop file

 SQL
 Data Collection Solutions
 Radio Frequency

JD Edwards (Oracle) ERP System (AS/400)

Created an ODBC Connection
(had a BI system, extract that runs overnight)

Sale

 You have multiple stuff

  AddressBook:
o ABAN8: Unique Number
o ABALPH: Name
o ABMCU: Branch Plan No.
o
 Sales History
o SDAN8
 Report
o SDAN8 (Sold To)
o SDSHAN (Shipped To)

 Qty =
 Amount =
 Unique Customer

Century (1 = 21st
YY = Year
DDD =

CYYDDD
118209

3:30pm Hasan

Start learning Power BI. Where to start from on Learning Power BI. Would like to use Power query on the job.
Corporate Tax Manager. Corporate US.
Excel + DAX
1000 hours on Excel

 Comp Plan + Tax Services

How we can use Power BI for Client work papers

 Company Financials  Tax Numbers. Audit.

=========================

Internal IT Team.

Current State

 Excel (mostly)
 Future: Power Query, Alteryx
 3-15 people.

======

 Company Sales in 50 States

o …Slave Labor

4:00pm Preetham

Singapore.
Power BI career path. When to use PowerPivot, SSAS Tabular and power bi tools?
BI Consultant, 15 years. Application Developer, Education Institute.

Datwarehouse Project
DW = Microsoft BI.

Education, Banking, Insurance, Retail, Corporate, MIS, Finance.

Previous Company = Clients all over
Current = Government Agency, security. Working with MS to implement On Prem Power BI Server.

Power Pivot, SSAS Tabular, Power BI

SSAS Multidimensional

Started promoting Power Pivot.

Trained users, identified power users. (set of power users, access to data, SME in their divisions).

Power Pivot refreshed on a daily basis.

Reports published on SharePoint. (Power Pivot does not refresh with SharePoint 2016 ☹)

Users face slowness, when data models in Power Pivot are huge.
20 different tables. (1M+ rows)

 Duplicate address? Multiple Addresses

 Dragging 10th, 20th field

---------

Problems
  Slowness with models
 When to use which tool

Slowness

 Separate Model from Reports

 Usage: 20th . BEHIND THE STORY
o Takes time to add fields
o SSRS Report Builder?
o DAX Table Query

4:30PM Loretta Sue

Tampa, FL.
University. Excel guru.Umbrella Department = bring numbers from all academic units (send up the state). Financial data. Student. HR.
Power BI => Starting to push the limits of Excel too hard. They are getting too big for me to accomplish.

Tuesday.
Excel = Colicky Baby
(massaging ..taking care)

 Slew of spreadsheets: Convert or manage them through Power BI.

o Numeric / Alphanumeric

March 28, 2018 (Challenge Day 4: Relationships + DAX II)

00:15:19 John (stockturner)

00:38:10 Oli Schafer: Hey Avi, not really a dax question... is it possible to integrate several sources in the same pbix file
(e.g. several different sql scripts)?

PBIX / Power BI Desktop / Excel Power Pivot / SSAS / Azure Analysis = CUBE Technology

Cube as a data source?

(OLTP)

00:48:15 Carl: How to “download/import/get” data from a model published on Powerbi.com

00:54:54 fabiaN odU: Great stuff Avi. Quick question. If i have multiple reports in a workspace and I am
sharing my PowerBI content through Power BI apps.... What do you think will be the best approach.
single dashboard, multiple dashboards
 How many tiles?
 Fit it on One Screen?
 Content? Apples / Oranges
 Hierarchy of Dashboards
o Master
 Sales
 Marketing
 …

Also with multiple reports and dashboards it becomes difficult to choose a landing ...
page for the app. Or do you create multiple apps? Now that is not a quick question…sorry :)

01:10:12 Robert Nichol Jr.loving the live set up! We have built a data set that multiple stake holders want
reports/dashboards built from. (ex. Directors, Managers, Supervisors) what is the recommended report solution?

Separate Model from Reports

01:14:33 John

01:18:57 Yogini: would updating Model overwrite reports?

01:25:33 Yogini Sync Slicers across pages

01:30:16 Ankush Joshi: Is power bi support regular expression? if yes then you can solve stockturner problem using
regular expression.

http://radacad.com/power-bi-and-regular-expressions

March 27, 2018 (Challenge Day 3: Relationships + DAX I)

Suggestion: Explain WHY you are doing a step before you do it

00:21:00 Shachin: Month End Date, Week End Date

I need to convert Month (Whole no) and Year (Whole no) column to Month end date and week No (Whole no) and Year
(Whole no) column to Week End date (Day 1 is Monday or end of week is on Sunday)

Existing columns

Month No Month Year How to add column using Query Editor for End of Month date

1 2017 1/31/2017

2 2016 2/29/2016

Week No Month Year How to add column using Query Editor for End of Week Date

1 2018 1/7/2018

2 2018 1/14/2018
Is Query editor best place to add a column for this?

00:39:46 Avi: Storytelling vs. Dashboards/Reports and Stephen Few

00:43:05 Jannik Raun Christensen: Hi Avi. I am not sure where to post a shared file, so i am trying here. I have removed
sensitive information, so it is ok to have a look. I work at a bus company in Denmark.

Jannik Raun Christensen: My question is regarding relationships: I really want to link the data table "DATA Employee
hours" with the lookup table "LOCATIONS".

Jannik Raun Christensen: I have 2 other data tables with data regarding hours each bus drives and i want to connect to
the employee hours, to see how many hours we pay for.

Jannik Raun Christensen: And i want to show this on a contract level (which i CAN'T no matter what i try). How do i
succeed in linking these 3 data tables when all they have in common is the run name (bus number)?

Jannik Raun ChristensenUps, i cant post a link, but it has now been postet on the Facebook page.

00:54:30 Ankush JoshiHi Avi please check Fb page i post a Question?

above table is my raw data table and i want below output (Table 2: output) ? what are the steep require to achieve this
using query editor?
March 26, 2018 (Challenge Day 2: Query Editor II)

00:00:00 Avi: Demo of Query Editor (Hard Way and Easy Way)

00:34:29 Wytze Easier way to create a table in the data source and link to the table name instead of the sheet?

00:37:47 Roberto Staltari: many times (too many) Excel workbooks are sent with sheets' name changed. How can I
overcome this and pick the one containing the data I have to crank?

 Assumption some marker that a human (and machine) can use to actually detect the right sheet

00:48:10 AJ. IT Tickets Aging

Originated Date, Changed Date, Current Date

Find the Age of Ticket

 Data updates frequently

01:04:09 Rik van Dinteren What do you advise. Create a category table or use the SWITCH function

SWITCH (if..then…else)

 Complicated (many rows)

 Changes Quite Often
 Who is changing this data? 3rd Party, Multiple People, Someone Else Besides You

01:10:35 kec20: how do you use rank in a card visual?

re: my rank on card visual question rank total sales for Oregon (category)

01:18:49 Alberto Niño: Avi, can we do calculation between two measure??

01:24:01 Rik van Dinteren: Is it possible to showcase inventory measure against 2 dimensions? Dim products / fact
inventory / Dim Store = Contoso database

01:32:36 Paresh Patel: Avi, We have Resellers and Enduser , we would like to group Enduser by Reseller , if Enduser
sales is < 25000 then we want to group into Others otherwise display Enduser, How can we do in Dax
[ Sales ] : ResellerKey, EndUserKey
[Reseller] ResellerKey, ResellerName
Other = 9999 (Key)
[EndUser]: EndUserKey, EndUserName

 Query Editor. (cannot be dynamic. Based on Total Sales. Any filtering would not work)
o If [TotalSales] < 25000 then 9999
else [ResellerKey]
 DAX:

March 23, 2018 (Challenge Day 1: Query Editor I)

00:00:00 Avi: Do Your Cooking in the Kitchen.

Cooking Kitchen

Clean-Shape-Transform your data Query Editor

00:28:30 James: Speaking of QE, whats the deal with "Transform Files" and "Sample Queries"? Why can't I
delete?

00:35:36 Cheryl: l thought it was better to do calcs in DAX to save time? (for speed)
“Define Once and Use Everywhere”
Thou shall not eat your meal in the kitchen
Kitchen => Query Editor
Meal = Calculation
00:39:30 Robert: I have no database experience and am fairly adept at Excel. I've been struggling to translate
to my REAL data. Where should i start my journey? Power Query? Power Pivot?

Excel = Power Pivot, Power Query (Power BI inside Excel).

Power BI Desktop =

Power Query => Query Editor

Power Pivot => DAX

DAX IS HARD.
DAX IS EASY!

00:48:08 Trond Coming from QlikView I am used to be able to store away some key values when the model
updates. To leave behind snap shots of data in time. Can I do the same with Power Query/ Query Editor?
·         Solve it OUTSIDE of Query Editor
o   Snapshots of the model
o   Inventory: Snapshot and save in a new file in a folder
Jan 1, Jan 2, Jan 3 è Get Data > Folder

·         Inside Query Editor: “R”

00:55:21 Carl Problem when splitting Time field
DateTime field
Hour/Minute/Second, Duplicate and Split by “space”
Split Time and split by “:” seconds disappear
Transform è Hours

Jan 22, 2018 | 3:15:20PM (Text)

01:02:37 Darrell: Law Enforcement, crime analysis, struggle with using multiple date columns
Hey Avi, I am in law enforcement and conduct crime analysis. We are creating many PowerBI dashboards
across a large consortium of law enforcement agencies.
We struggle cross filtering across multiple date columns as well, such as offense date, report date, or other
dates from CAD data. I cannot share this data for obvious reasons, but some help on dates

01:14:39 Darell handling Time Duration

·         Time: 01..24
24 x 60 = rows
Label = Afternoon, Morning, Evening. Night Shift. 2 Shift.
nd

·         Duration: Span.
First Usage = Last Usage (Span?)
Query Editor = Time End – Time Start = Decimal Number (Duration Type in Query Editor)
DAX = STDDEV.

“Complex” “Amazing” Measure

01:21:17 Avi: Call to Managers/CXO

Don’t be wowed by fancy visuals!
“ LIPSTICK IN A PIG”
01:26:25 Trevor Avi, is it "harmful" to use Date as they key in a date table, rather than DateKey?
No. (Don’t need DateKey)

SKU-1234
XYZ-3456

01:28:28 Fabian can i filter a slicer by cross-highlighting from a visual?

01:33:26 Roberto: Duration data type in QE drives me crazy. what it's for?
Number.From(DateTime1 – DateTime2)

01:34:18 Oliver: I often wonder whats the better way? To connect PBI to a tabular model (where you already
have measures etc...SSAS) or to connect to a denormalised database and start from scratch? what do you
think?
IT vs. Business
Author => Publish => Consume

01:47:20 Database: Normailze. 3 Normal Form.

rd

Xxxx Power Bi Model

Cube Model => Star Schema. Data and Lookup Tables
Data Warehouse (Star Schema) =>

01:50:57 Trevor: building shrink wrapped platforms for customer

Avi, another question: I am building a new "shrink wrapped platform" type of pbix that I intend sell into
companies, and each will require some customization..
Because data sources will be very different from company to company, I've decided to do essentially all of the
data modelling in MSSQL.....
and then I basically just do a straight import of that data into Power BI. This basically completely isolates the
ETL portion of the project from the PBIX portion. Do you have any opinion on that?
One of the 4 Big Consulting.
Mergers & Acquisitions.

Standard Set of Reports.

(source data always different).
ETL || Model
02:02:58 Vishal: Is powerbi is same like qlikview and tableau

02:04:24 Fabian: If you were trying to sell PowerBI to a typical Excel Analyst, what will you consider as an
approach to slowly win them over?

Experience it.
Low Hanging Fruit.
Something that was REALLY HARD or IMPOSSIBLE in the old world (that they were doing)
But is really EASY in the NEW WORLD
·         Relationship
·         Multiple Data Tables (Sales vs. Budget)
·         Time Intelligence (Using Magical DAX Define Once => Use Everywhere)
·         Query Editor: Connecting Folder..

02:10:53 Trevor: Now here's the hard part Avi.....I have my default base model (data and reports) - now, if
customer A gets everything, and then customer B gets "standard" minus something plus something else... and
then I do a new version and need to redeploy....is there any way to script the UI part?????

It's very normal in traditional software Has any advanced user mentioned in conversation at one of these
events though, this notion of SCRIPTING dashboard UI changes.....
The problem is though that I need to keep multiple UI versions (one per client) constantly moving forward.

·         Power BI Template: give them your secret sauce

·         Host their Model + Reports: Give them access
SSAS – you can script. On-Premise.
Azure Analysis Services – SSAS in Cloud.

02:17:42 Ankur: i have a tile in a dashboard when i click on tile that redirect to report level. How can i disable
click option only on tile. so that will not redirect to report page ?
02:20:?? Vishal: how can i connect to the server on power bi and run the visualizations
Avi: Easiest option is SSAS and any tool can connect to that.
Azure Analysis Server: ?
PowerBI.com: XX (Tableau??)

02:20:?? Oliver: I think it depends on the use case. For visualisations go with PBI for lists and easy
calculations go with excel (pivot) - or when do you recommend to use xlsx and when pbi?
02:23:40 Ramon
Avi. What are different option in order to create a free account in order to be able to use power bi desktop. I
am in Venezuela where we dont have ease accsess to obtain dollars to suscribe us Tnks.

Power BI Desktop = Free forever, for everyone

PowerBI.com = free for personal use
PowerBI.com = Paid if need to “Share” (both parties need to pay)

02:27:59 PC Rao: HI Avi, I have an issue while displaying the KPI Icons in a Table visual , those icons are
stored one of the sharepoint site. So I have added the following measures in my measure groups.
[KPI Index] = IF(Variance =0, 0, IF(Variance > 0 , 1, -1)) [KPI Index] is a calculated measure to find the KPI
indicator value based on Variance measure.
·         Unicode
·         Custom Visual
HI Avi

Hope your doing well and thanks for helping many people like me.

I have an issue while displaying the KPI Icons in a Table visual , those icons are stored one of the
sharepoint site.

So I have added  the following measures  in my measure groups.

[KPI Index] = IF(Variance =0, 0,  IF(Variance > 0 , 1, -1))

[KPI Index]  is a calculated measure to find the KPI indicator value based on Variance measure.

Now i have another measure

[KPI Icon] = IF( [KPI Index] =0, "https://www.abc.co.uk/Yellow.png",

                     IF( [KPI Index] =1, "https://www.abc.co.uk/Green.png",
"https://www.abc.co.uk/Red.png"))

[KPI Icon]  is measure so i can't able to change its category to web url or image url so that when i
display in table visual, its not showing the icon but showing the relevant URL in the table  visual .

So I have created calculated column as follows and able to change its category to web url or Image
url.

[KPI Icon Logo] = IF( [KPI Index] =0, "https://www.abc.co.uk/Yellow.png",

                            IF( [KPI Index] =1, "https://www.abc.co.uk/Green.png",
"https://www.abc.co.uk/Red.png"))

Now, when i display  [KPI Icon Logo] in table visual; its always showing the same logo(example Red.png)
irrective of KPI index value.

Can you please help me how to fix this issue.

Thanks
Purnachander
March 9, 2018, Talk Power BI
 00:00 AJ Resource planning.
Multiple teams, Column = Month (Jan - Dec)
How do I go correlate a “Standard Rate” in another Sheet.
o Budgeting: Data Entry

 33:30 How would Power BI fail?

 37:11 Javed How to hide Filter Selection on another filter

 41:36 Michael How do I calculate accumulated Sum of Sales per row (article) or customer? SUMX

 44:46 Javed: Actually i wanted to ask, suppose we have two page level filter order date and sales date,
if i select order date then sales date filter should hide in the page level filter pane.
 46:52 John You often recommend starting to learn Power BI with data modeling. Could you please
suggest some books/sources for beginners on that topic? For people who have not worked in that area.

 49:36 John And what are your thoughts on when to start to go into advanced DAX? What should I
know/understand before going into advanced DAX?
o UNION? Query Editor “Append”
o Quick Measures quick way to nowhere ® ™

 54:25 Dick I am uncertain why you are not doing the DAX Measures to come up with results in Excel
and then publishing the results to Power BI if the data is coming from Excel anyway?
o Authoring Tool: Excel , PBI Desktop, SSDT
o Publish: PowerBI.com, SSAS , Azure Analysis Services...
o Reporting Tools:(AS MANY AS YOU WANT) Power BI, Excel, SSRS, Tableau….

 58:59 AJ Control Grid Size

http://powerbi.tips Layouts
 1:04:31 Dahiron. How do we create multiple relationships between two tables?

 1:08:53 Steve: Model with two calendars. “Ultimate Calendar”.

Second Calendar - Custom Column Calendar Fields (ISO Calendar)
o Standard Calendar (include Fiscal Calendar, start is shifted)
A Month is a Month
o “Custom Calendar”
o Option A: Combine into 1 table. (Query Editor => Merge)
W.I.D.E = Naming Convention (prefix/suffix e.g. iso)
Excel/SSDT = Perspectives
(e.g. Fiscal Year, Calendar Year, Both)
o Option B: Two separate tables
Naming Convention (prefix/suffix)
Cleaner

 1:21:16 Bill. Graphs with Dates on X-Axis. Multi-Foci Display (Stephen Few).
How do we set dates for this display automatically?
o Avi: Suggest Ultimate Calendar Table with Offsets (Day, Week, Month, Year)
o Bill: Mix of Data with different “End Dates”
--and-- I may not want to explore the most recent time period
Dataset A: 3/9/2018
Dataset B: 2/15/2016
DAX formula? How can we anchor a date?

 01:57:17 Tania Can Mobile App connect to On-Prem Reporting Services or Report Server?
 02:04:52 Trevor: in your ultimate calendar table, can the EndDate be made dynamic?
EndDate = Date.EndOfYear(DateTime.Date(DateTime.FixedLocalNow()))

 02:09:35 Bill: Date range of available data varies by store.

Store1: Date, PeopleKey (1 Avi)
Store2: Date, PeopleKey (23 Bill)
Store3: Date
…
Create Calendar
o Option A: 100 years
o Option B:
Append Query (Store1, Store2...Store 10)
BeginOfYear(Min(Date)),
EndOfYear(Max(Date))

 02:17:41 Jo I asked a question regarding on-prem gateway - is there any logging available on the
server. I need to know how long and when the data refreshes happen for server performance [Avi]

 02:19:05 Trevor G. Another question I've always had.....if you want to have SLICERS on two Date
columns SIMULTANEOUSLY - is that possible?
Asking Questions:

I’ll start with easy/quick questions, then take on any heavier ones. Providing me sample files would really help -
easiest is to use OneDrive/GDrive/Dropbox and share via a link - Do NOT share any sensitive information, use
dummy data if you need to.

 Phone: Learn Power BI Students (Just Speak Up! I won’t see your chat)
 Presubmitted Your Question? Post in Chat and point me to the question.
(see example below for question presubmitted to www.facebook.com/groups/talkpowerbi )

 Post Questions Live: Just type your questions in the YouTube Chat (see example)

 (repeat above 3)
 Pre-Submitted Questions in TalkPowerBI (absent on the call)

Feb 9, 2018, Talk Power BI

 Tushaar :  have a doubt in creating report in power bi, my question is like if I have to display temperature (colour
saturation) and sales of a day for each hour sales, means 3 matrices hours temperature sale

tried to do it using tornado chart but temperature colour saturation is not working as sales digit (5 digits) is
more than temperature (2)

Avi, like I want a visual which shows 9-feb 2016 data for each hour and let imagine sales value more than $4500 and
temperature for 1:00 is 8 °, 2:00 is 7°

Tushaar Srivastavasales depends on hourly basis like 1:00 8° and sale is $45786 and 2:00 7° and sale is $47897 and so
on
please can we see the data on hourly basis for a particular date. means each hour, temperature and sales value

Feb 9th Temperature Sales

00

01 8° $4500

02 7°

24

Amaretto: Image Analysis: Do you have any idea or method for analyzing images (for example: finding tumors in mrt
pictures) in power bi? On a meta level (how many, names, etc.) everything is clear. (Ask Greg Weber)

Jorge Luis López Grisman: How is possible to change the dayweek number in your date table?The date table that I used
day 0 is sunday I wanted to changed to day 0 being monday.

Sam:   have a doubt is trying to build an utilization report. I have 3 different data sources; one containing cars I have in my
fleet, another one with open rentals in my system,

a third one with future reservations. The Open rentals and Future Reservations, both have a Pick up date and a Drop off
Date.

What I am struggling with is combining all those data files in order to show the utilization by future date.

 (A) Cars in our Fleet (Count[Fleet])

 Given Date (2/13)
o (B) How many cars are out (Open Rental)
o (C) Cars to be rented
 A-B-C
Feb 10th  = 4 - 1 -1
OpenRental[Return Date] > [Selected Date]
FutureReservation
RentalDate <= SelectedDate AND ReturnDate > SelectedDate

(INTERSECT)
Set1 RentalDate <= SelectedDate
Set2 ReturnDate > SelectedDate
Carl: I have a DAX question to share - how to highlight a users first appearance in the data set
User A
User B
User C

Jan 1st A, B
Jan 2nd A
Jan 3rd B, C

Appraiser Basic: How can I get my reports to pull today's orders, when I use a filter for Today. After 4pm PST, the powerbi
service is using the date stamp on UTC time

Desktop Non-GMT Time Zone = Pacific

Date/Time Field = Time in Pacific <<filter based on Pacific Selected Date

resets today to be tomorrow after 4pm

 Are you filtering out to only current date

Amarettogood evening

11:59 AMSam ChatterjeeHey Avi. Good to see you, sam from Denmark

11:59 AMTushaar Srivastavathanks AVI for coming live

11:59 AMAmarettogreetings from germany

11:59 AMAmarettoyes it s working

12:00 PMraiderjack07hello
12:00 PMAmarettoi have a tough question today

12:00 PMAmdi SilwordAmdi from Denmark

12:01 PMTushaar SrivastavaAvi, I tried to connect with you in mail.

12:01 PMPeter VesterHi from Denmark

12:03 PMIke ChimbandiHello

12:03 PMIke ChimbandiHello from Florida

12:04 PMTushaar SrivastavaI have a doubt in creating report in power bi, my question is like if I
have to display temperature (colour saturation) and sales of a day for each hour sales, means 3
matrices hours temperature sale

12:05 PMAmarettoImage Analysis: Do you have any idea or method for analyzing images (for
example: finding tumors in mrt pictures) in power bi? On a meta level (how many, names, etc.)
everything is clear.

12:06 PMJorge Luis López GrismanHow is possible to change the dayweek number in your date
table?The date table that I used day 0 is sunday I wanted to changed to day 0 being monday.

12:06 PMAmarettoMy first idea was building a neural net in R.

12:07 PMTushaar SrivastavaI tried to do it using tornado chart but temperature colour saturation is
not working as sales digit (5 digits) is more than temperature (2)

12:10 PMJordan MendozaSearch box is brand new with the February update!

12:11 PMSambidataSamBidata I have a doubt is trying to build an utilization report. I have 3

different data sources; one containing cars I have in my fleet, another one with open rentals in my
system,

12:12 PMSambidataand a third one with future reservations. The Open rentals and Future
Reservations, both have a Pick up date and a Drop off Date.

12:12 PMSambidataWhat I am strugling with is combining all those data files in order to show the
utilization by future date.

12:13 PMTushaar SrivastavaAvi, like I want a visual which shows 9-feb 2016 data for each hour and
let imagine sales value more than $4500 and temperature for 1:00 is 8 °, 2:00 is 7°
Put user in timeout

12:15 PMTushaar Srivastavasales depends on hourly basis like 1:00 8° and sale is $45786 and 2:00
7° and sale is $47897 and so on

12:17 PMTushaar Srivastavaplease random values for all 24 hours

12:19 PMRashmi Bajpai BhattHi

12:19 PMFrank BoucherHi Avi, How would you display the number of days between Sales?

12:22 PMTushaar Srivastavaplease can we see the data on hourly basis for a particular date.
means each hour, temperature and sales value

12:29 PMTushaar Srivastavayes correct

12:41 PMTushaar Srivastavacan use random values in table for time-temperature-sale * 00 - 8° -

$45788. *01 - 7° - $46789 * 02 - 5° - $67896 and so on for a day

12:44 PMAmarettomy question is in general

12:44 PMAmarettocould we analyze like little picture with squares?

12:44 PMAmarettobecause the model could be expanded with time

12:45 PMTushaar Srivastavasorry, rushing to catch flight, I hope to get the solution of my
question ,will watch video after 3 hours. Thanks Avi.

1:07 PMIt's Not About The CellDigging the Live Stream! Great stuff Avi.

1:11 PMAppraiser BasicHow can I get my reports to pull today's orders, when I use a filter for
Today. After 4pm PST, the powerbi service is using the date stamp on UTC time

1:11 PMAppraiser Basicit resets today to be tomoorow after 4pm

1:13 PMAmarettothank you very much

1:13 PMAmarettoi need to go to bed

1:13 PMAmarettocu next time

1:13 PMAmarettobye

1:33 PMEnoc PerezHI

1:33 PMEnoc PerezHI AVI

1:35 PMEnoc PerezIn a Matrix I will like to have data show Monday to Sunday. But I am getting data
on the Dashboard from Sunday.

2:01 PMErich DejesusHello Avi,

2:05 PMEnoc PerezPlease me it will be easy I know it will.[message retracted]

2:05 PMPieter LindenCan you post the file with a reminder question, so we can all try it?
:smiley:

2:05 PMSteve RossHI Avi

2:14 PMEnoc PerezIn a Matrix I will like to have data show Monday to Sunday. But I am getting data
on the Dashboard from Sunday.

2:14 PMSteve RossThank you, Avi!

2:14 PMEnoc PerezThank you.

Dec 1, 2017 Talk Power BI Marathon

Peter Morland
 Input from User

1. Size
2. Shape Model
3. Measures.
1. DAX Studio.

 3 seconds
 Detail
 Power BI
 Server
Ajay Singh
Tampa, Fl.
Power BI Developer.

Check with Microsoft team on connection to Yammer

Yammer Groups, Messages.

CSV - Exported by Admins to folder.
Social Analytics: www.DataChant.com

Measures across 3 tables:

1. User
2. Messages
3. Calendar

Bill McNair

 Custom Visuals
o Revenue
o Why isn’t there more info

 Microsoft Losing Business

o they don’t provide sample data sets
Complete Financial Dataset?
ObviEnce?

o Get flag images in Power BI

Hosting files?

 Viral Growth: PowerBI.com Paid <Sharing>

o Trial: 30 days. (90 days)
o $10/month
o Can’t share with myself??
PBIX ⇒ PowerBI.com ⇒

o Confusion around licensing

o Focus on Big Business

Count Product Category that have Sales (in any date)

Hello

Category with Sales All Dates = CALCULATE( COUNTROWS( VALUES( 'Product'[Category])),

ALL( 'Product'), FILTER( VALUES('Product'[Category]),  CALCULATE( SUM( Sales[SalesAmount])) > 0))
Peter Morland
 Potential New Client, Dataset.
Figure out Dataset

 Consulting/Data Governance/Six Sigma/Auditors

 Table.Profile
 Keep an eye on Power BI Updates
 Quick Insights
 Profile Tools (SSIS Data Profiling)
 Clusters of Columns: to identify Lookup Tables
o E.g. all “Customer” columns
Gender, Education…
o Can use Original Column Ordering
o Can Use Column Names
o Combine with Dummy Data
o Move to a Whiteboard
Assumptions, Questions

o ???
o


Steve Ross
Transitioning from Excel PowerPivot Model to More Glamorous PowerBI Model

Power BI
    Excel, Power Bi Desktop, PowerBI.com , SSAS Tabular, Azure Analysis

===============

 Upload your Excel (Power Pivot) on PowerBI.com

Carl Hooker
Talk about BI consulting
Healthcare Finance.

 Decision maker, not really interested in how they got there, just the end result
 Excel? Power BI? Miki

Scott Ferguson/ Marvin Styles.

Oscar Zapata

Revise a created PowerBI model and check for modeling best practices and next steps

 SAGE
 Operating Profits
o Sales
o Cost
o Expenses (transaction, cost allocation)
  Human Learning comes before machine learning

Dirceu Pavon
Publish my human resource report and get ideas for my next step

 Power BI,
 Used IT + Selected Professionals

Avi: Lesson, step by step. Trace the relationship.

Hermine (Non-Profit) / Licensing

Her-meen
O365 rolling out across the organization.
Seen the possibility with Power BI, but not sure about licensing.
E3 Education O365.

 < 300 Users

 SQL Server Enterprise + SA (Power BI Report Server). Not using.
o On-Premise
 PowerBI.com
 o $10/user month

 Power BI Desktop (free)

 SSAS Tabular

=================

Alice
Media.
Skipping the Calendar Table. Lists/Preferences
2 Calendars
 Fiscal Calendar (Jan 29th)
 Broadcast Calendar (5-4-5)