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Power BI for Business Users

 

Today every business enterprise and department needs extensive business insights and Power BI puts the power in your hands.  Power BI - gives Excel users the capacity to draw on large amounts of information out of multiple sources, link it all together and then perform calculations on the data so it can then be sliced & diced any way you want.  This highly interactive course is focused on tested techniques which utilise the amazing capabilities of Power BI as a reporting and data visualisation tool.

The course covers the core elements needed to get an understanding of how Power BI can help take the myriad of linked spreadsheets and Access databases and move them into Power BI. A middleware program which has the capacity to crunch hundreds of millions of records and quickly summarise and report on key trends and business insights.

You will use Power BI to extract and shape data; you will build a Power BI Model from scratch, write DAX formulas and set up interactive reports.  Making this a hands-on workshop which enabling participants to walk away with practical skills they can reuse in their workplace.  Learning outcomes from the day will include:

•   Understand how the Power BI desktop builds on the functionality of Excel’s formula, PivotTables, slicers and many more key analytical functions.

•   Be able to import data from a variety of different sources and relate them quickly to deliver key data insights without the aid of IT departments.

•   Utilise best practice database design, realising the power of the Data Model by using LOOKUP lists and efficient database design.

•   Create stunning highly interactive and changeable dashboards which draw on source data in real time.

•   Provides an introduction to Power BI’s Data Analysis Expressions (DAX) language, including;

Business calculations: DAX Filter Context

•   Time Intelligence calculations

•   SUM, SUMX

•   Filter context with CALCULATE

•   MIN, MAX, ALL

•   RELATED (commonly used LOOKUP formula in DAX)

•   DISTINCTCOUNT, COUNT, IF

•   DIVIDE

It is comforting that a range of Excel formula is available in the DAX language and will explore the relationship and practical uses of the DAX language.

Course Materials

Participants are provided with a comprehensive booklet covering key Excel formulae, instructions to modelling exercises and exercise solution files.  These will be used during the course and will serve as valuable reference material following the course should participants wish to refresh their skills at a later date.  A base financial model and several Excel files which build to the completed product in Power BI. 

Benefits

Finance professionals who are already familiar with Excel and are wrestling with managing large datasets will benefit from this training.  The course will allow delegates to seamlessly work with multiple sources of data; convert them into a reports, graphs, or data visualization of their choice.  Get real-time insights and deploy it faster than any other BI tool available in the market. Power BI is open source and highly intuitive and does not need technical knowledge or IT support. This Training will prepare you for changing analytical roles and help you grow your career.

Sours: https://www.thesmallman.com/power-bi-desktop

Classic download options

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Downloading a Power BI Dataset with VBA wasn’t really a thing I planned to do until Microsoft released the new PBI Usage datasets. In this article, I’ll describe the steps to export datasets from Power BI Service to CSV using VBA.

Inhaltsverzeichnis / Table of Contents

If you want to download a dataset from Power BI Service (PBIS), you have several options at your hands:

But you can’t enrich the data in none of these options. This isn’t really an issue as long the data source is in your control.

With the introduction of the usage datasets, this particular dataset is out of your control. You can measure the usage of just one workspace but you can’t build a report of the usage across all workspaces.

I searched for a possibility to build one single usage report across all workspaces and came up with this VBA solution.
Yes, the good old VBA, the most hated programming language in the world. I’m pretty sure that one can achieve the same goal with C# or VB, but most Excel Cracks out there know VBA.

As there is no chance to manipulate the connection string for the usage dataset in Power BI Desktop, I downloaded a connection string from PBIS using “Analyze in Excel”. In this article https://powerbi.microsoft.com/en-us/documentation/powerbi-service-analyze-in-excel/ you’ll find everything you need to do so.

Open the downloaded .odc file and enable the connection.

After enabling the connection you’ll get a pivot table layout.

Pivot table

Unfortunately, you can’t alter or enrich the data. Wouldn’t it be nice if you could?
But as long as you can’t manipulate the connection string there will be no success.

Being at this point I started wondering, if there is a chance to alter the connection string. So I opened the .odc file in Notepad.

Connection String

I changed the format of the string a little bit for better readability. The most interesting part of the string are the yellow and the brown ones.Connection String

To achieve my goal, I had to understand the meaning of the different parts in the connection string.

Location:
You have to know the Azure location of your dataset. To find the location, just press imagein PBIS and you’ll find your Azure location in “Info”. For my company, it’s Northern Europe. Datacenter

I had to provide the location in the format “north-europe”.

Dataset:
The value for the dataset is unique for every PBIS dataset. You can find the value in the PBIS url of the usage report.

Dataset_ID

Security:
The original connection string comes up with “Integrated Security = ClaimsToken”. After changing this part of the string to “Integrated Security = SSPI”, it worked.

That’s all. Really? Almost Winking smile

My goal is to export the data directly to .csv files. By writing some lines of VBA Code, it turned out to be really easy.

First I defined three tables in Excel.

image

and then I wrote some VBA code:

VBA_Part1VBA_Part2VBA_Part3

The code connects to PBIS and gets the data of all tables of the defined datasets and writes the data directly into csv files. One for each dataset. You may download the code Get_PBI_usage_metrics.

Please let me know, if you find any errors in the code.

Addendum 21.06.2018:
Gage Renzi pointed out to me that the code didn’t work for him. If this is also the case for you, then add the following two lines to the code.
Dim adClipString As Integer
adClipString = 2
Many thanks to Gage Renzi for the input.

Want to know more about Power BI or Power Query?
Take a look here.

Happy Querying!

Like this:

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Sours: https://www.powerbi-pro.com/en/export-powerbi-usage-metrics-to-csv-using-vba/
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LEFT/RIGHT in 5 languages (VBA/SQL/PYTHON/M query/DAX powerBI)

Excel is a powerful spreadsheet used by most people working in data analysis. The increase of volume of data and development user-friendly tools is an opportunity of improvement of Excel reports by mixing them with another tool or language.

As working for a financial reporting department I faced the need to boost our reporting tools. A simple way to start working with a new language is to translate what we use to do in excel, in another language. “How can I pivot this?”, “How can I vlookup that ?”.

In this article I will share with you how you can make LEFT/RIGHT in 5 different languages: VBA, python, SQL, DAX (Power BI), M (Power query). it will simple tips but if you want to get more detailed article don’t forget to follow me!

LEFT/RIGHT in Excel

The Excel LEFT function extracts a given number of characters from the left side of a supplied text string. RIGHT do the same but from the right. The syntax is as follow:

=LEFT (text, [num_chars])

Text: the text from which to extract characters.

num_chars: The number of characters to extract, starting on the left side of text. If you do not specify, by default it is 1.

If we take a practical example where in cell “A1” we have the phrase “This is an example”:

If we want to isolate “This” we put as argument “A1” and 4 characters from LEFT, and if we want to isolate “example” we put “A1” as argument in RIGHT and specify 7 characters.

LEFT/RIGHT in VBA

Visual Basic for Application (VBA) is an implementation of Microsoft Visual Basic integrated into Microsoft Office applications.

Applying LEFT/RIGHT in VBA is so easy that I even hesitated to present it. But let’s enjoy this simplicity. In the cell where we want to apply the formula, we will just apply the formula. Actually we will write the formula in the cell and get the result directly.

Range("C1") = left(Range("A1"), 4)

LEFT/RIGHT in SQL

SQL ( Structured Query Language) or sequel, is a standard language for storing, manipulating and retrieving data in databases. It is one of the common upgrade done by companies that face limits with Excel. Usually, the first reaction is to negotiate some budget in order to store the data into a database and use SQL to “speak” with this database and organise, manipulate the data. The language is also highly appreciable. Close to a natural language, you don’t feel coding when typing simple SQL request.

LEFT/RIGHT in SQL is very close to the Excel formula. In practice, let’s take the table we created for the VLOOKUP in 5 languages. It was a table with items and prices:

CREATE TABLE table1 (
Item varchar(255),
Price int
);
INSERT INTO table1
VALUES ('Item1', 4);
INSERT INTO table1
VALUES ('Item2', 12);
INSERT INTO table1
VALUES ('Item3', 56);
CREATE TABLE table2 (
Item varchar(255),
Price int
);

Now let’s create 2 columns, one with just “item” isolated using left and one with the item number (just the number) using right.

The general template is:

LEFT(field_name, number of characters to extract from the left)

And applied to our example:

SELECT LEFT(Item,4) AS Product FROM table1;

Same with numbers:

SELECT RIGHT(Item,1) AS Type FROM table1;

Additional tip: In sql we can easily extract the characters in the middle of a set of data using the formula SUBSTRING

SUBSTRING(field_name, starting position, ending position relative to the starting position)

LEFT/RIGHT in Python

Python is an interpreted, high level language with a generic purpose. It is used in a large range of application, including data analysis. We can present python by saying “For all application its libraries”. And for data, without surprise, we will use the famous Pandas.

In our example we will make the extraction as string (text). Let’s first create a dataframe(df) with our items and prices:

import pandas as pd
items = {'Item': ['Item1','Item2','Item3'], 'Price': [4, 12,56]}
df = pd.DataFrame(data=items)

Now to get the data we will apply .str[:x] for the left and .str[-x:] for the right. Here the colon x (:x) means from the first character to the number x, and applying a minus x means starting from le last character.

Left = df['Item'].str[:4]
Right= df['Item'].str[-1:]

Left will return only “Item” and Right will return the number.

Additional tip: As we explained in SQL, we can with python also isolate the middle of the data we want to extract using the same .str[x:y]. It means from x to y, but be careful, here x is not counted (for example .str[4:6] means character fifth and sixth);

LEFT/RIGHT in M (Power Query)

M is the powerful language behind the tool power query. Even if you are working on the query editor, every single step will be written in M. M stands for Data Mashup or Data Modeling. I highly recommend to have a look at this language, we can do so much more than just using the graphical interface.

To extract the left side or right side of a text in M we just have to create a simple expression. The example we will used will be the one used in VLOOKUP in 5 languages.

Once your table is updated, you can use the graphical interface and clic on add column:

Then during the customisation of the the column, just apply the formula text.start to simulate left, or text.end to simulate right. In the aguments you will put the column name and the number of character:

Text.Start([Item], 4)
Text.End([Item], 1)

So here text.start will return “Item” and text.end will return only the number.

LEFT/RIGHT in DAX(Power BI)

DAX stands for Data Analysis Expressions. More than a language, it is a library of functions and operators that can be used to build formulas in Power BI and Power Pivot.

This part will be really short as the model is exactly the same as the Excel formula. You have in DAX 2 formulas, LEFT and RIGHT with exactly the same arguments :

LEFT(<text>, <num_chars>)
RIGHT(<text>, <num_chars>)

CONCLUSION

This article is a part of a set of articles where I share my way of doing an Excel feature in other languages. For sure, when you decide to move from Excel to programming, your approach of data analysis will totally change and you will learn that there are tons of way to get to your solution. If you have another manner to do this or even know how to do it with other languages, feel free to share them in the comments or by contacting me in my social networks! I will be pleased to read your thoughts!

Sours: https://towardsdatascience.com/left-right-in-5-languages-vba-sql-python-m-query-dax-powerbi-2162098404b3
C'est quoi Power Query ? L'outil qui remplace le VBA

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Earlier.

How Power Query Will Change the Way You Use Excel

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