Archive - Blog Posts on How to

Moving Queries from Power BI Desktop to Dataflows - A few weeks ago I wrote an article introducing dataflows in Power BI and discussed why you should care about them.  There are a few questions that have been spinning around in my head since then, significantly: What implication is there to the Power BI Golden Dataset as a result of the new dataflows? Should I […] Read More
Create a Planning View of Your Outlook Diary in Power BI - I was chatting to my wife the other day discussing all the things we want to do next year. It has long been a pain in the butt to get a high level (big picture) view of your Outlook diary to see what is happening (think forest, not trees).  In the past I have used […] Read More
Power BI Dataflows, and Why You Should Care - Microsoft recently released a new feature in Power BI called “Dataflows”.  You may have seen it pop up in a recent release of Power BI Desktop under Home\Get Data\Power BI Dataflows (beta) as shown below. It is also visible when you log into PowerBI.com and go to an App Workspace as shown in 1 below.  […] Read More
Create a Power BI Slicer Panel - There is nothing worse than having a Power BI report that has 50% of the space taken up with slicers.  When this happens, you only get half the page to visualise the actual data.  But on the flip side, if you don’t have the slicers it can be harder for the report users to filter […] Read More
Extracting Complex Data from Websites - One thing I did a long time ago was set up my own forum called PowerPivot Forum. This forum is open to anyone to join and to ask questions and/or help others. If I have any spare time (decreasingly so these days), I help people out on the forum too.  It occurred to me that the forum […] Read More
Keeping Track of Changes on a Website with Power BI - Level: Intermediate A couple of weeks ago I posted a list of my ideas that I have created at ideas.powerbi.com and asked you to vote for them if you agree with the concept (please go back and take a look if you missed it).  I thought it would be interesting to keep track of the […] Read More
Toggle Overlapping Time Periods using the Calendar Table - Level: Intermediate. I had a great question pass my way last week while I was at the Microsoft Business Application Summit. The problem presented by Matt (a different Matt, not me) was that he had around 200 measures already written, but wanted to be able to toggle the report pages between YTD and Full Year […] Read More
Phasing Income to Future Dates - Level: Intermediate I do lots of live training, face to face and online, and I always encourage students to bring along any business problems they would like some help with.  Last week I had a great problem that Debbie shared with me that I thought was worth creating this blog article.  I have modified the […] Read More
User Specified Growth on an Investment using Power BI - Level: Intermediate I wrote an article earlier this year that showed how you can take a table of future growth rates (different growth rates each year) and then calculate the future value of an investment using DAX.  I had a follow up question from Steve asking if it is possible to allow the user to […] Read More
Number of Days between 2 Transactions Using DAX - Level: Intermediate I got my haircut today (pretty spiffy one too, even if I do say so myself).  While I was chatting I asked my hair dresser “on average, how often should I get my hair cut”?  She told me (for men) around 4-6 weeks.  Then I got thinking (as I do), I wonder if […] Read More
New Power BI Reports from a Golden Dataset - This is a further (third) update/edit to an article I first wrote on 18th April 2017 and then updated on 30th Jan 2018.  When I update my articles I simply change the original post with the latest data – that way only the current/latest version is available preventing people stumbling on old advice. As Power […] Read More
Time Intelligence Using DAX - Level: Intermediate Last week I presented a webinar with Chuck Sterling (from Microsoft) on the topic of Time Intelligence.  This was a YouTube broadcast event that anyone could join live, however it has also been recorded and can be watched at any time (see below). This article is a follow up from that webinar with […] Read More
Introduction to DirectQuery - Level: Intermediate to Advanced Matt here.  I recently met Parker Stevens online through LinkedIn – he too is a Power BI fan, just like me.  Parker has shared a few techniques with me that I found very interesting.  These topics have not been covered on my blog before and hence I thought it was a […] Read More
Filtering a Column via a Visual AND CALCULATE - Level: Intermediate. Sometimes, just when you think you are getting the hang of the DAX language, something happens that completely baffles you.  Such events can cause you to doubt your own learning and progress. But let me assure you – this happens to EVERYONE at sometime or another.  In this article I am going to […] Read More
Show Me All Invoices Containing this Product - Level: Advanced I was answering an interesting forum question last week, and as is often the case I thought it would make an interesting article to share with you all here.  I have modified the scenario a bit for this article and have built out some test measures to help explain some concepts. Problem Definition […] Read More
Build a Reusable Calendar Table with Power Query - I wrote a blog on this topic a few years ago over at PowerPivotPro.com.  I have learnt a lot about Power Query since that time, plus Power Query has come along in leaps and bounds, and it now has a lot more capability than it had previously.  Today I am going to write a new […] Read More
Compound Growth using DAX - There are some things that are very easy to do in Excel that don’t seem to have an immediately obvious and simple solution in DAX.  One such problem is when you want to apply compound growth on an investment.  Let me make up an example so it is clear what I am talking about.  The […] Read More
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 and Pro) – I first wrote about it two years ago here.  This is a great feature that is designed […] Read More
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 Custom visuals designed specifically for filtering Most of these standard filters require you to select on a specific value from […] Read More
Open the Queries and Connections Pane Wider - Power Query for Excel has developed at a striking pace over the last few years making it hard to keep up with the changes.  Over several iterations, the Queries and Connections pane has been called various names, and the behaviour has changed a few times too.  Depending on the version of Excel and Power Query, […] Read More