Beginners - Excelerator BI

Beginners

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Dynamically Show Completed Months in Power BI

One common requirement I have come across a few times is to limit a Power BI visual to only show completed months and exclude the current active month. This is common if you load data …

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Pivoting Text Data Using Power Query

It is very common to need to transform data from one “shape” to another “shape” before it can be used inside Power BI for analysis (although many beginners don’t realise this).   One such example is …

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Column Sub Folders are Better than Measure Sub Folders

I blogged about the various ways to use Measure tables and Measure Sub Folders in Power BI a few weeks back.  I discussed why measure tables may be required, and also a few reasons why you …

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Measure Tables in Power BI

I often get asked about measure tables during my Power BI online training classes. This post will discuss the merits of measure tables versus storing your measures in the table where the data comes from. …

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Grouping in Power BI Desktop Without Using DAX

Way back in Oct-2016, Microsoft released a feature in Power BI Desktop that makes the process of creating groups much easier for the average user. I was reminded of this feature by an article by …

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Conditional Formatting with a Text Field in Power BI

One of the things I like about my live, online training courses is that I get to hear great questions from the trenches from people learning DAX and Power BI.  Last week, John asked me …

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Query By Example YYYY-MM

Query by Example to Extract YYYY-MM from a Date Column

I was answering a question for a student in one of my online training courses this week. The question was, “Do you know of a way in power query to efficiently extract YYYY-MM from a …

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What is the Best Training for Business Analysts?

Updated Feb 2019.  This is an edited version of my original article which first appeared on my site in Feb 2016. The rate of change in the tools available to a Business Analyst has never …

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When to Use SUM() vs SUMX()

Level: Beginners/Intermediate (Updated Oct 2018). This is a further (third) update/edit to an article I first wrote 3 years back and then updated a year back.  When I update my articles I simply change the …

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Using Variables to Write Measures

It’s pretty early in the morning here in Sydney Australia (just after 6 am actually).  I just finished a fun YouTube session with Avi Singh where I demonstrated my approach to using variables in DAX …

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How Query Folding Works

Level: Beginners Power Query is a product that allows business users to extract data from any source, cleanse and transform that data, and then load the modified data to a new location, typically into an …

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My Supercharge Excel and Supercharge Power BI Books Available on Amazon

After what seems like a lifetime of waiting for the paperback book economy to tick its required boxes, both of my new books Supercharge Excel and Supercharge Power BI are now available to ship to …

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Publish to Web is not Secure

Today I want to issue a warning to anyone considering using Publish to Web to share corporate data internally within an organisation. Publish to Web is a standard feature on all Power BI accounts (free …

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Text Filtering in Power BI

There are lots of different ways you can filter data in Power BI including: Slicers (with various configurations) Cross filtering from any visual object The filters pane on the right hand side of your report …

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Extract Table Size from Power BI Desktop Using DAX Studio

I was explaining to one of my blog readers recently how to extract table size from Power BI Desktop using DAX Studio and thought it would be useful for others.  I have covered the basics …

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Conditional Formatting in Power BI

Level: Beginners I blogged on conditional formatting in Power BI Table visual here when it was released in the May 2016 Power BI Desktop update. At the time of first release, the conditional formatting was pretty basic …

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Power BI Accounting Format of Dollars

Level: Beginners As I often say, sometimes it is the little things that can make a big different for some people – in this case Accountants. I was teaching a Power BI class a few …

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New Functions – GENERATESERIES, SELECTEDVALUE

Level: Beginners/Intermediate In the August 2017 update of Power BI Desktop Microsoft released the new What If feature (first demonstrated at MDIS in July).  This new What If capability uses two new DAX functions to …

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My MDIS Presentations

Level: Beginners/Intermediate As those that read my blog regularly would know, I have been at the Microsoft Data Insights Summit in Seattle Washington for the last 2 days. I had the privilege and pleasure of …

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How and Where to Get Help for Power BI

Level: Beginners/Intermediate Regardless of what stage you are at in your Power BI/Power Pivot/Power Query journey, at some stage you are going to need some help.  Believe me I am no different to you – …

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