See how to use Power BI Desktop to import, clean and transform Sales Tables from Multiple Excel Files and consolidate into a Single Proper Data Set that can be linked in a Relationship to other tables, and then build DAX Calculated Columns & Measures for Gross Profit that can be used in a Dynamic Dashboard with Map, Column Chart, Line Chart, Card and Slicer visualizations. During the whole process we will compare and contrast how the process is similar and different from Excel’s Power Query and Power Pivot DAX.
The steps we will see in this video are:
(00:17) Introduction to entire process for Power BI Desktop, including looking at the finished Dashboard
(04:50) Import Multiple Excel Files From Folder
(05:44) Name Query
(06:02) Transform extension column to lowercase
(06:34) Filter Files to only include “.xlsx” file extensions
(07:05) Remove Columns
(07:18) November 2016 Power Query Update Problem
(08:05) Add Custom Column with Excel.Workbook Function to extract the Excel Objects from each File.
(09:40) Delete Content Column
(10:41) Filter to only include Excel Sheet Objects
(11:06) Filter to exclude sheets that contain the word “Sheet”
(11:40) Remove Columns
(11:51) Expand Data and Sheet Name Columns
(12:06) Change Field Names
(12:22) Change Data Types
(14:05) Add Custom Column to calculate Net Revenue Column then round Number.Round function. Then Add Fixed Decimal Data Type.
(15:59) Remove columns for Amount and Revenue Discount
(16:10) Close and Apply to add to Data Model
(17:05) Import Excel Manager Table. Change Data Types to Text. Close and Apply
(18:10) Create Relationship between Zip Code Columns
(19:03) Create DAX Calculated Column with the IF Function to Categorise Retail Data. Change Data Type.
(21:53) Create DAX Measures for: Total Revenue, Total COGS and Gross Profit. Add Currency Number Formatting with No Decimals Showing.
(24:28) Create DAX Measures for: Gross Profit Percentage. Add Percentage Number Formatting with Two Decimals Showing.
(25:35) Create Map Visualisation for Zip Code & Gross Profit Data (Zip Code with relationship to Managers)
(26:20) Create Clustered Bar for Manager Names & Gross Profit Data (Zip Code with relationship to Managers)
(27:15) Create Clustered Column for Product & Gross Profit Data, with a Line Chart for Gross Profit Percentage
(28:19) Create Clustered Column for Payment Method & Gross Profit Data, with a Line Chart for Gross Profit Percentage
(28:45) Create Slicer for States.
(29:00) Create Card Visualisation for Total Revenue, Total COGS, Gross Profit and Gross Profit Percentage.