Power BI Class 6

Power BI Class Six
James Stratton
November 20, 2021

Plan for Today Harder formulas in DAX Measures Finishing up
Plan for Today
Yesterday: calculate columns in DAX using simple formulas

Today:
§ Calculate columns in DAX using harder formulas
§ Calculate measures in DAX
Data: same as last time
1 / 20
Changing data types
2 / 20
Changing data types
We want words to have data type text, and numbers to have data
type whole number or decimal number
If a number has data type text, then you won’t be able to make
visualizations with it!
3 / 20
OR in DAX
We have a column for whether a farmer uses a generator
We also have a column for whether a farmer uses solar energy
What if we want to look at farmers who use either a generator or
solar energy?
In DAX, the symbol || means ‘OR’
§ You type this by pressing shift and the key just above the ‘Enter’ key
§ If you ever have to Google this, it’s called the ‘double pipe’ symbol
So our formula is . . .
SolarOrGenerator “ IF(‘My Data’[Does farmer use solar energy?] = “Yes”
|| ‘My Data’[Does farmer use generator?] = “Yes”, “Uses solar or
generator’, “Does not use solar or generator”)
4 / 20
OR in DAX
Now you try!

I want to make a new column called ‘BigFarmer’. A farmer is a big
farmer if their total revenue or total agri cost is above 10 million
MMK
5 / 20
AND in DAX
What if we want to look at farmers who use both a generator and

solar energy?
In DAX, the symbol && means ‘OR’
So our formula is . . .
SolarAndGenerator “ IF(‘My Data’[Does farmer use solar energy?] =
“Yes” && ‘My Data’[Does farmer use generator?] = “Yes”, “Uses both
solar and generator’, “Does not use both solar and generator”)
6 / 20
AND in DAX
Remember: we created BigFarmer

A farmer is a BigFarmer if total revenue is above 10 million MMK or
total agri cost is above 10 million MMK
Now create a new column, BigFarmer2
We want a farmer to be a BigFarmer2 is the farmer has both total
revenue and total agri cost above 10 million MMK
7 / 20
VLOOKUP in DAX
What is VLOOKUP in Excel?

When would you want to use VLOOKUP?
8 / 20
LOOKUPVALUE in DAX
The data we have at the moment has branches

Imagine that instead of branches, we want regions
Luckily, the sheet I sent today has an index table
The index table tells us which branches are in which regions
How would we want to do this in Excel?
9 / 20
LOOKUPVALUE in DAX
Power BI does not have VLOOKUP, but it has a very similar formula
called LOOKUPVALUE
LOOKUPVALUE is a bit harder to learn, but is actually easier to use
than VLOOKUP
10 / 20
LOOKUPVALUE in DAX
Upload the index table of regions and branches into Power BI
§ Thanks to Khin Maung Swe for sending this!
Power BI will suggest a relationship between the tables
We can use this relationship to tell the region that matches up to

each branch
11 / 20
LOOKUPVALUE in DAX
To do a LOOKUPVALUE, we need three columns
§ An index table with what we want to search
§ An index table with the result we want
§ A data table with what we want to search
In Power BI, the formula for LOOKUPVALUE is . . .

NEWCOLUMN = LOOKUPVALUE(’Index Table’[Result], ’Index
Table’[Search], ’Data Table’[Search])
So, in this case, the formula is . . .
Region “ LOOKUPVALUE(’Regions and Branches’[Region], ’Regions and
Branches’[BranchName], ’My Data’[BranchName])
Afterwards, make a graph which shows average revenue by region
If you have time, add a drill-down to branch!
12 / 20
LOOKUPVALUE in DAX
Now see if you can do this yourself!

The original data only has product types
What if we want crops instead?
13 / 20
LOOKUPVALUE in DAX
Upload the products and crops sheet into Power BI

Can you see that Power BI is not using the first row as headers?
To fix this . . .
§ Go to ‘Data’
§ Click ‘Edit queries’
§ Click ‘Products and crops’
§ Click ‘Use first row as headers’
§ Click ‘Close and apply’
14 / 20
LOOKUPVALUE in DAX
Now Power BI knows that the data are related
15 / 20
LOOKUPVALUE in DAX
The sheet ‘My Data’ is a data table with a list of product types
The sheet ‘Products and Crops’ is an index table with a list of
product types and crops
Then use LOOKUPVALUE to get to a list of crops
Remember, the formula in Power BI is . . .
NEWCOLUMN = LOOKUPVALUE(’Index Table’[Result], ’Index
Table’[Search], ’Data Table’[Search])
Afterwards, make a graph which shows average revenue, with crops
on the axis
16 / 20
Introduction to Measures
We just learnt how to use DAX to create a new column

Now we will learn to create a measure
A measure is just a single number
We create a measure using DAX, like what we just learnt
17 / 20
Creating a measure
Imagine that every client’s income grows at 5% per year
How much do we predict total client revenue will be next year? What
about the year after?
We want to make a graph like . . .
18 / 20
Dashboard
Can you arrange what we made into a Dashboard?

You can share the Dashboard with a public link
19 / 20
Tomorrow
This is the end of the lessons I have planned!

We will spend some time doing practice
We will learn more while we are practising!
20 / 20

Power BI Class 6

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Power BI Class Six

November 20, 2021

Plan for Today

Yesterday: calculate columns in DAX using simple formulas

Data: same as last time

Changing data types

Changing data types

Now you try!

What if we want to look at farmers who use both a generator and

Remember: we created BigFarmer

What is VLOOKUP in Excel?

The data we have at the moment has branches

Power BI will suggest a relationship between the tables

We can use this relationship to tell the region that matches up to

In Power BI, the formula for LOOKUPVALUE is . . .

Now see if you can do this yourself!

Upload the products and crops sheet into Power BI

Now Power BI knows that the data are related

We just learnt how to use DAX to create a new column

Can you arrange what we made into a Dashboard?

This is the end of the lessons I have planned!

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