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Excel Training 31.07.2019 (Real life (Power BI reports for field force…
Excel Training 31.07.2019
Q&A
Best practice - store files in separate folders. Do the query on folder
be careful with data format
use same format for the same data
example - SKU number should be everywhere formatted as full number
so that merging, or relationships work fine
if you send out the model file it will have data in it
Power Query
Editing
Source
Files
folders
Edit Query
Save & Load
load to data model
Data Transformation
Pivot, unpivot
Colums
Formatting
Name
Merging
Delete
Merging queries
Power Pivot
Data Tables
Relationships
Hierarchies
Hiding
Auto Data Table
adding Quarters
Calculations
Columns
stored in data table
Measures
calculated "live" not stored
Viewing Data
Pivot Table
Pivot Chart
formatting labels
formatting axis
COMBO chart
CUBEVALUE
changing references
Slicers
Power BI
separate app
uses query and model engine from excel
you can import model from excel
Training Model Structure
Real life
Trend
Manon
RF
Stefan
Daily Sales
Michal
TT Budget Tracker
Michal
Pricing SAP->BP
Mathias
Michal
Power BI reports for field force
from 3rd party
Lorine
Heimgartner
OIE reporting
Stefan
BOM model
Roberto
Customers
Hierarchy
File
File
Products
Vol&NS Total
Calendar
Auto by Power Pivot
Hierarchy
Vol&NS 2019
Vol&NS 2020
Hierarchy
Folder :open_file_folder:
COGS rates
File