0% found this document useful (0 votes)
21 views12 pages

Steps

Uploaded by

A J
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
21 views12 pages

Steps

Uploaded by

A J
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 12

Sample test for data manipulation

Basical profiling, check null, 0, or things that don't make sense


Basical sorting, ascending, descending
New column: ranking, date difference, basical calculation
Left, right, extrat from a text
Change decimal of numbers, convert to %
Make the text proper, capitalize first characters
If formulas, if this equals to something, return 1, or 0.
Look up cell from another sheet

Power Query

Power Pivot

Row level Calculation

Power BI
Use data Modeling for Hierarchies
Distinct()

Manage Role
Relationship
Create new column
Datediff ()
Rankx ()
Measure is only part of data visualization and won't be a part of the dataset; Can see it on Data pane, dat
Add new quick measure

Calculate()
Allselected()
Difference between filter inside the query vs. outside the query. Slicer is outside the query. Using filter in
'quick measure' or 'measure' can not be edited in the visualization view, it has to be edited in data or mod

Calendarauto()
Addcolumns ()
Year()
quarter()
Endofmonth()
Endofquarter()

KPI Visualization
Direct Query
DirectQuery vs. Import
Variables
Sumx()

Variables
Filter()
All ()

VAR

Return
//
Multi-row card visualization
Tool Tips

Filter at the report view

Report design

Slicer

Slicer Sync

Drill Through

Button
Conditional Formatting

Book Mark

Select All on Slicer

Focus mode

Use "tab" to Toggle


"Get more visual"
Pin to a Dashboard

Automate flow
DAX is available for power Pivot as well
understand "row Context"

DAX Practice
Add rows together
Conditional using "IF"

Use format to convert date (MM-


YYYY)
Use "RELATED" to get matching data
from another sheet

When working with "Row Level


Context", filter (other columns) are
deactivated

Count rows use nevigation functions


Count Sales $ (sum) using that

Use "SWITCH" for conditional


0, or things that don't make sense

difference, basical calculation

s, convert to %
alize first characters
something, return 1, or 0.

only need to reference the column name for calculation without worrying about the rows, it perform cal. Based
on rows

a visualization and won't be a part of the dataset; Can see it on Data pane, data view, but won't show up on the actual table in data vie

side the query vs. outside the query. Slicer is outside the query. Using filter in vivualization is inside the query.
e' can not be edited in the visualization view, it has to be edited in data or modeling view. Go to these views and select the item to edi

generate a dates based on all the tables in my database


Add a column

Icon has a green and a red triangle- pane includes: Indicator(metrics you are tracking), trend axis (Month over
moth, QoQ, trend line), Target goal (The goal you're comparing with)
Connect to the source, less loading time, connect to SQL Server.

Home-> SQL Server -> it will default to "import", will have to select "Direct Query"
DirectQuery file size is extremly small compared with "import"

Return the sum of an expression evaluated for each row in a table.


Calculate(sumx (TABLE, EXPRESSION))
Calculate(sumx(orders, Orders[Sales]))
"VAR"
Filter(Table, Expression)
remove filters on table and columns
New measure -> 2020 Total Sales = VAR CorporateSales= Filter(All(Orders[CustomerSegment]),
Order[CustomerSegment]= "Corporate")
Var IncludeDates = filter(all (Dates[Year], Dates[Year] = 2010)
Return Calculate ([Total Sales], CorporateSales, IncludedDates)

Power BI doesn’t store and show you a list of variabels you created, have to go back to formula bar to check it

This creates a new variables such as Total sales, dates to be included, and then return a calcualated result
Comment

"when hover the mouse on the graph, it shows the data"


right click the item on the field pane, there's "filter" option, you can set it as: visual-level filter, page-level, or
report level

Graph background; Shadow; Legend; Title

View-> Sync Slicer -> gives list of pages and options to sync slicers to take effect on multiple pages
Also the "Eye" let you choose if the slicer will be visible on these pages
create a page focuses on a specific detail
at the bottom of the visualizatoin pane regardless of the type of visualization

on the chart, right click, select "drill through", pick the drill through page, will see the data
-> Insert
on report view -> visualization -> right click the values-> conditional formatting
change background color
report View -> View - > Book Mark -> Add a book mark

go to formatting on slicer, there is an option to add "select all", its good to have when you have many options

on the top right of a visualization, there is a button to click which will bring to the focus mode
tab to toggle between visualization (Note: can also change tab selection order of visualization on SELECTION on
VIEW)
Can add more using power BI or organization design

example: MS Form, if one entry is submitted-> create a new row-> add to POWER BI..
Pivot as well

New Column Name = 'SheetName' [ColumnName1] & " " & 'SheetName'[ColumnName2]
New Column Name = if ( 'SheetName'[ColumnName] = 1, "Yes", "No")
*Try to add more conditions in to the formula (many nested if statements)

Month Year = format('DateTable'[Date], "MM-YYYY")

New Column Name = related ('Sheet2'[ColumnToGet])


Note: This feature, only available when relationship exists; Can't be Many-to-Many relationship; One primary
Key has to be all unique

Just remember this; Nothing to practice

Count Row = Countrows( relatedtable ('Anothersheet')


Count MTG Balance = Sumx (relatedtable('AnotherSheet') , 'AnotherSheet'[SalesAmount])
This will count and based on each row; based on relationship
Volume =
SWITCH(TRUE(),
'Hierarchy'[count row] >=1000, "very high",
'Hierarchy'[count row] >=500, "medium",
'Hierarchy'[count row]>=30, "low",
"NA")
Report View-> Modeling -> New Table -> Distinct Order Count = distinct(orders[Order ID]) -> go to table view to see the ne
another way to add new table is to go from Table View, on the top, table tool - > calculatoin -> click add table.
Report View -> Security -> Manage Roles -> View as - create a role, and review as that role
Report View-> Modeling -> Manage Relationship - try to create some relationships and understand the differences
Do some basic calculation on the data view
Dax function that calculate the difference in days between dates
Rankx (Table, Expression, [Value],[order],[Ties])
ctual table in data view
On report view (report view only, not data view), right click on the sheet of the data pane, click "add new quick measure"
Totals- > total for categories (filters not applied)

Keep filters from outside of query, but ignore query from insde the query

select the item to edit the formula.

addcolumns(calendarauto(), "year", year[Date])


New Table -> Distinct Order Count = distinct(orders[Order ID]) -> go to table view to see the new column
ble is to go from Table View, on the top, table tool - > calculatoin -> click add table.
Manage Roles -> View as - create a role, and review as that role
Manage Relationship - try to create some relationships and understand the differences
n the data view
the difference in days between dates
Value],[order],[Ties])

w only, not data view), right click on the sheet of the data pane, click "add new quick measure"
s (filters not applied)

query, but ignore query from insde the query

ns(calendarauto(), "year", year[Date])


Excel
count how many duplicate in a column =row(A1:A100) - counta(unique(
=row(A1:A100) - counta(unique(A1:A100)

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy