Excel to Power BI

Zubair Ahmed Khan, FCA
Zubair Ahmed Khan, FCAChartered Accountant | SAP&Oracle| BI systems| Data Modeling | Budget & Controlling | Financial Planning & Analysis um Saudia Cargo
1
Excel to
Power BI
The Power BI journey
2
01
Basic understanding
02 Intermediate level 03
Advanced level, Functions, Macros
04
Power Query
05 Power Pivot & DAX
06
Power view, power map
07
Power BI designer, Power BI web app
The Power BI journey
Learning journey
3
01
02
Excel learning curve
A typical learning curve for Power pivot
Courtesy: PowerPivot Pro
01
02
02
Power pivot learning curve
Learning curve
The Power BI journey
A typical learning curve for excel
Courtesy: PowerPivot Pro
4
Power Query is for Search, Connect, arrange,
normalize, access & transform
data & data sources
from internal data, external,
internet
Power Pivot is for
Easy data modeling and
preparing data for what you
want to see in your
visualization.
Sources are Excel table,
power query or data
connections to databases &
other services.
Power View and
Power Map & Power BI
apps are for
It’s time to visualize the data
model
3 stages of Power
BI Analytics
The Power BI journey
1
2
3
5
01
02
03
Data Connections from Files
Data connections to Excel
files, CSV and text files Connections to SAP BOBI,
Facebook etc.
Merging & Appending
data queries
01
0302
Data Connection from other sources
Combining data
Power Query data
sources
Power Query look
Power Query data
tabs
Power Query data
sources
Stage 1
Discover
The Power BI journey
6
01 Power Query editor
After connecting with data source, power query
editors window appears as shown above
01
Each editing step is monitored &
can be reversed
Power Query data
sources
Power Query look
Power Query data
tabs
Stage 1
Discover
The Power BI journey
7
0
1
02
03
Power Query home tab Query can be refreshed, format of a particular column can be selected, two queries can be merged or appended
Power Query transform
tab
Power Query add column
tab
Wonderful feature of unpivot column.
Column can be split, header row can be established & format of the columns can be done here.
A new column can be added etc.
Power Query data
sources
Power Query look
Power Query data
tabs
Stage 1
Discover
The Power BI journey
8
0
1
02
Adding data Any excel table can be added directly through selecting “add to data model above”
Adding data-through P.
Query
Power pivot interface Relationships DAX Function typesThe Power BI journey
Stage 2
Analyze
If data is first obtained through power query then after
doing formatting, it can be loaded to power pivot
through “close & load to “ option in power query editor.
Understanding DAX
9
0
1
02
Power pivot ?
02
Power pivot
look
The Power BI journey
Stage 2
Analyze
• After adding the data to
data model this is what you
will get.
• At this stage relationships
can be established among
various data tables
• Each table appears as
separate worksheet in
power pivot
• Calculated columns can be
added.
• Calculated fields (explained
later) can be added.
“The PowerPivot database is a set of tables that are loaded in memory and saved into an
Excel workbook. When loaded in memory, these tables are viewed in the PowerPivot
window, not on Excel’s worksheets.”
Power pivot interface Relationships DAX Function typesUnderstanding DAX
10
0
1
Data
relationship
• Establishing Links among various tables is very easy.
• Each block represents one table having many columns and related columns can be simply dragged and joined.
• One to one relationships can be made by joining related columns from two tables
• So far the relationships support one to one relationship.
• For many to many relationships, a table with common records can be created and both columns can be joined to the
single or unique value table.
Stage 2
Analyze
The Power BI journey Power pivot interface Relationships DAX Function typesUnderstanding DAX
11
0
1
Calculated fields-
DAX
• Calculated fields can be added to a particular
table
• Flexibility of adding name and description of
the Calculated fields.
• Formula can range from simple multiplication,
subtraction to complex DAX queries
• Each formula can be assigned to a category like
percentage, Currency, date and general with
decimal points.
Stage 2
Analyze
The Power BI journey
• DAX formulas can be used either in PowerPivot
tables, or in PivotTables in Excel:
• Formulas can be used in calculated columns, by
adding a column and then typing an expression
in the formula bar in the PowerPivot window.
• Formulas can also be used in measures. You
create these formulas in Excel, by clicking
“Calculated fields” in an existing PowerPivot
PivotTable or PivotChart.
Power pivot interface Relationships DAX Function typesUnderstanding DAX
12
0
1
02
02
Calculated
fields/columns
DAX Definition
The Power BI journey
DAX can be a simple formula as above where REVENUE is the table name and
[sell Net total] is the columns name
DAX can be a complex formula
like above which calculates
month to date revenue for the
selected context. The BLUE
highlighted items are called
functions.
What is DAX (Data Analysis eXpressions)?
“DAX is a collection of functions, operators, and constants that can be used in a
formula, or expression, to calculate and return one or more values. In other words,
DAX helps you create new information from data already in your model.”
Total revenue := (Revenue[Sell Net Total])+(Revenue[Fuel surcharge])
MTD Revenue Net
:=TOTALMTD(SUM([Sell
Net]),(Table1[Account Date]))
Yield := [Sum of Carrier revenue ]/[Sum of Weight Chargeable KG]
Previous Quarter Sales:=
CALCULATE(Revenue[Sell Net Total],
PREVIOUSQUARTER(Revenue[Account date]))
DAX becomes more complex by adding
calculate function which calculates the
figures for the selected context or slicer, or
by ignoring the context, depending on how
it is used.
Stage 2
Analyze
• The same formula can behave
differently depending on
whether the formula is used in
a calculated column or a
measure.
• In a calculated column, the
formula is always applied to
every row in the column,
throughout the table.
Depending on the row
context, the value might
change.
• In a measure (calculated
fields) however, the
calculation of results is
strongly dependent on
context. That is, the design of
the PivotTable and the choice
of row and column headings
affects the values that are
used in calculations.
0
3
04
DAX example-
Simple
DAX example- complex
Power pivot interface Relationships DAX Function typesUnderstanding DAX
13
0
1
02
Understanding
Functions
DAX
Time intelligence
• CLOSINGBALANCEMONTH
• CLOSINGBALANCEQUARTER
• CLOSINGBALANCEYEAR
• ENDOFMONTH
• ENDOFQUARTER
• ENDOFYEAR
• FIRSTDATE
• LASTDATE
• NEXTDAY
• NEXTMONTH
• NEXTQUARTER
• NEXTYEAR
• OPENINGBALANCEMOTH
• PARALLELPERIOD
• PREVIOUSDAY
• PREVIOUSMONTH
• PREVIOUSQUARTER
• PREVIOUSYEAR
• SAMEPERIODLASTYEAR
• TOTALMTD
• TOTALQTD
• TOTALYTD
Types of various
functions
• Statistical Functions
• AVERAGE
• AVERAGEA
• AVERAGEX
• COUNT
• COUNTA
• COUNTAX
• COUNTBLANK
• COUNTROWS
• COUNTX
• MAX
• •MIN
• •MINA
• •MINX
• Date and Time
functions
• DATE
• DATEVALUE
• DAY
• EDATE
• EOMONTH
• HOUR
• MINUTE
• MONTH
• TIME
• TIMEVALUE
• TODAY
• WEEKDAY
• WEEKNUM
• YEAR
• Time intelligence
• AND
• FALSE
• IF
• IFERROR
• NOT
• OR
• TRUE
The Power BI journey Power pivot interface Relationships DAX Function typesUnderstanding DAX
“Deep understanding of these DAX functions is very essential and can make a
big difference in the data model buildup and later its use in the dashboards”
14
01
02
Power view look
Stage 3
Visualization
• Power view is the instant
visualization available within Excel.
• Through inserting power view,
PowerPivot data model can be
viewed a power view
Power view with card as
slicers
Power BI on web
Power BI
windows app
Power BI
iOS/Android app
The Power BI journey Power MapPower View Power BI designer
• Various fields can be selected as
slicers/cards and data can be viewed
with reference to particular context.
15
01
02
Power map view
Stage 3
Visualization
• The power map function allows to have
a geographical view of the data.
• Various data layers can be added on one
map where the height or width can
represent various data characteristics
• Various data layers can be shown with
reference to timeline of the changes in
data over time.
Power map-heat map
The Power BI journey Power BI on web
Power BI
windows app
Power BI
iOS/Android app
Power MapPower View Power BI designer
• In addition to bar charts, map contains the
functionality of showing heat maps
16
0
1
02
Power BI Designer ?
Stage 3
Visualization
“The Power BI Designer is a companion
application for Power BI. It is a standalone Windows
Desktop application that can bae downloaded from the
Power BI site”
02
Power BI designer
View
The Power BI journey Power BI on web
Power BI
windows app
Power BI
iOS/Android app
Power MapPower View Power BI designer
“This application combines Power Query,
Power Pivot Data Model and Power View into a seamless
experience that will allow users to build their Power BI
elements in an offline fashion and then upload to the
Power BI Service”
• There are two buttons on the lower left hand corner.
The Report button opens the report as shown in the
left hand side. Whereas Query button opens the query
in power view.
• The data can be arranged in power query and report
can be designed. This file can thus be used as a source
file to power BI application.
• Designer is a great report building tool which gives lot
of charting options.
03 Report & Query
buttons
17
0
1
02
Power BI windows app
Stage 3
Visualization
• Available through office 365
subscription.
• Left hand side lists down all the
created dashboards
• Dashboard connects to wide variety
of resources from local MS Excel,
Power bi designer files to resources
like google Analytics, appfigure,
marketo etc.02
Dash Board Inside
View
The Power BI journey Power BI on web
Power BI
windows app
Power BI
iOS/Android app
Power MapPower View Power BI designer
• Every dash board allows user to do Q&A where
questions can be asked from the data
• The charts can be selected from already
designed charts in Power BI designer or created
through Q&A.
• The formatting of the charts can also be done.
• Questions can be further improved by selecting
existing fields on the go.
18
0
1
02
03
Power BI windows
app
Stage 3
Visualization
• App can be downloaded from windows store.
• Currently office 365 subscription is required
to use the functionality
• Left hand side view shows the format of the
dashboard
Dash Board’s Inside View
The Power BI journey
• By clicking a specific dashboard further
details of the dashboard can be seen.
Power BI on web
Power BI
windows app
Power BI
iOS/Android app
Power MapPower View Power BI designer
19
01
02
Power BI iOS app view
Stage 3
Visualization
• App is available on iOS and Play store.
Inside View of Dashboard
The Power BI journey Power BI on web
Power BI
windows app
Power BI
iOS/Android app
Power MapPower View Power BI designer
• By clicking a specific dashboard further
details can be seen as displayed. Above is
a screenshot from an iPhone.
20
0
1
02
Books
Learning resources
>>>>>>From medium to advanced knowledge >>>>>
Sites/Blogs
http://www.powerpivotpro.com/
http://blogs.msdn.com/b/powerbi/
https://powerbi.microsoft.com/
The Power BI journey
21
0
1
Upcoming Features
Upcoming
Developments
• Interested users should use power pivot and power query for all the data analysis no matter what is the size of the
data and complexity involved.
• DAX is the core knowledge area and improving DAX skill will make a great difference in making you a great data
analyst
• In addition to practicing and spending time in excel, users should read academic material on the BI and DAX as it
will significantly help in understanding the concept and its application. I have given some references earlier.
• Complete each analysis from adding data to the model to final Dash board as it will help understanding the
complete cycle of the power BI.
The Power BI journey
• On July 24, 2015 power BI is going to be generally available.
• Power BI designer will be renamed as Power Bi Desktop.
• Some new chart types like waterfall and area charts and matrix will be added.
• Q&A visual formatting will be announced.
• Space management on power BI will also be introduced.
02
My personal advice
22
0
1
Introduction
About me
• I am a Finance & Accounting professional and Fellow member of The Institute of Chartered Accountants of
Pakistan.
• I have got 14+ years of experience in managing the financial affairs of large scale Corporate entities as head of
Finance and Accounting departments.
• I have a passion for Business intelligence products/solutions & Financial Data modelling.
• Currently I am working as Finance Director with Saudi Airlines Cargo Company in Jeddah, Saudi Arabia.
• Email: Zubkhan@gmail.com. Feel free to ask any question and I would be glad to answer.
• LinkedIn: https://sa.linkedin.com/in/zedakhan
The Power BI journey
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Excel to Power BI

  • 1. 1 Excel to Power BI The Power BI journey
  • 2. 2 01 Basic understanding 02 Intermediate level 03 Advanced level, Functions, Macros 04 Power Query 05 Power Pivot & DAX 06 Power view, power map 07 Power BI designer, Power BI web app The Power BI journey Learning journey
  • 3. 3 01 02 Excel learning curve A typical learning curve for Power pivot Courtesy: PowerPivot Pro 01 02 02 Power pivot learning curve Learning curve The Power BI journey A typical learning curve for excel Courtesy: PowerPivot Pro
  • 4. 4 Power Query is for Search, Connect, arrange, normalize, access & transform data & data sources from internal data, external, internet Power Pivot is for Easy data modeling and preparing data for what you want to see in your visualization. Sources are Excel table, power query or data connections to databases & other services. Power View and Power Map & Power BI apps are for It’s time to visualize the data model 3 stages of Power BI Analytics The Power BI journey 1 2 3
  • 5. 5 01 02 03 Data Connections from Files Data connections to Excel files, CSV and text files Connections to SAP BOBI, Facebook etc. Merging & Appending data queries 01 0302 Data Connection from other sources Combining data Power Query data sources Power Query look Power Query data tabs Power Query data sources Stage 1 Discover The Power BI journey
  • 6. 6 01 Power Query editor After connecting with data source, power query editors window appears as shown above 01 Each editing step is monitored & can be reversed Power Query data sources Power Query look Power Query data tabs Stage 1 Discover The Power BI journey
  • 7. 7 0 1 02 03 Power Query home tab Query can be refreshed, format of a particular column can be selected, two queries can be merged or appended Power Query transform tab Power Query add column tab Wonderful feature of unpivot column. Column can be split, header row can be established & format of the columns can be done here. A new column can be added etc. Power Query data sources Power Query look Power Query data tabs Stage 1 Discover The Power BI journey
  • 8. 8 0 1 02 Adding data Any excel table can be added directly through selecting “add to data model above” Adding data-through P. Query Power pivot interface Relationships DAX Function typesThe Power BI journey Stage 2 Analyze If data is first obtained through power query then after doing formatting, it can be loaded to power pivot through “close & load to “ option in power query editor. Understanding DAX
  • 9. 9 0 1 02 Power pivot ? 02 Power pivot look The Power BI journey Stage 2 Analyze • After adding the data to data model this is what you will get. • At this stage relationships can be established among various data tables • Each table appears as separate worksheet in power pivot • Calculated columns can be added. • Calculated fields (explained later) can be added. “The PowerPivot database is a set of tables that are loaded in memory and saved into an Excel workbook. When loaded in memory, these tables are viewed in the PowerPivot window, not on Excel’s worksheets.” Power pivot interface Relationships DAX Function typesUnderstanding DAX
  • 10. 10 0 1 Data relationship • Establishing Links among various tables is very easy. • Each block represents one table having many columns and related columns can be simply dragged and joined. • One to one relationships can be made by joining related columns from two tables • So far the relationships support one to one relationship. • For many to many relationships, a table with common records can be created and both columns can be joined to the single or unique value table. Stage 2 Analyze The Power BI journey Power pivot interface Relationships DAX Function typesUnderstanding DAX
  • 11. 11 0 1 Calculated fields- DAX • Calculated fields can be added to a particular table • Flexibility of adding name and description of the Calculated fields. • Formula can range from simple multiplication, subtraction to complex DAX queries • Each formula can be assigned to a category like percentage, Currency, date and general with decimal points. Stage 2 Analyze The Power BI journey • DAX formulas can be used either in PowerPivot tables, or in PivotTables in Excel: • Formulas can be used in calculated columns, by adding a column and then typing an expression in the formula bar in the PowerPivot window. • Formulas can also be used in measures. You create these formulas in Excel, by clicking “Calculated fields” in an existing PowerPivot PivotTable or PivotChart. Power pivot interface Relationships DAX Function typesUnderstanding DAX
  • 12. 12 0 1 02 02 Calculated fields/columns DAX Definition The Power BI journey DAX can be a simple formula as above where REVENUE is the table name and [sell Net total] is the columns name DAX can be a complex formula like above which calculates month to date revenue for the selected context. The BLUE highlighted items are called functions. What is DAX (Data Analysis eXpressions)? “DAX is a collection of functions, operators, and constants that can be used in a formula, or expression, to calculate and return one or more values. In other words, DAX helps you create new information from data already in your model.” Total revenue := (Revenue[Sell Net Total])+(Revenue[Fuel surcharge]) MTD Revenue Net :=TOTALMTD(SUM([Sell Net]),(Table1[Account Date])) Yield := [Sum of Carrier revenue ]/[Sum of Weight Chargeable KG] Previous Quarter Sales:= CALCULATE(Revenue[Sell Net Total], PREVIOUSQUARTER(Revenue[Account date])) DAX becomes more complex by adding calculate function which calculates the figures for the selected context or slicer, or by ignoring the context, depending on how it is used. Stage 2 Analyze • The same formula can behave differently depending on whether the formula is used in a calculated column or a measure. • In a calculated column, the formula is always applied to every row in the column, throughout the table. Depending on the row context, the value might change. • In a measure (calculated fields) however, the calculation of results is strongly dependent on context. That is, the design of the PivotTable and the choice of row and column headings affects the values that are used in calculations. 0 3 04 DAX example- Simple DAX example- complex Power pivot interface Relationships DAX Function typesUnderstanding DAX
  • 13. 13 0 1 02 Understanding Functions DAX Time intelligence • CLOSINGBALANCEMONTH • CLOSINGBALANCEQUARTER • CLOSINGBALANCEYEAR • ENDOFMONTH • ENDOFQUARTER • ENDOFYEAR • FIRSTDATE • LASTDATE • NEXTDAY • NEXTMONTH • NEXTQUARTER • NEXTYEAR • OPENINGBALANCEMOTH • PARALLELPERIOD • PREVIOUSDAY • PREVIOUSMONTH • PREVIOUSQUARTER • PREVIOUSYEAR • SAMEPERIODLASTYEAR • TOTALMTD • TOTALQTD • TOTALYTD Types of various functions • Statistical Functions • AVERAGE • AVERAGEA • AVERAGEX • COUNT • COUNTA • COUNTAX • COUNTBLANK • COUNTROWS • COUNTX • MAX • •MIN • •MINA • •MINX • Date and Time functions • DATE • DATEVALUE • DAY • EDATE • EOMONTH • HOUR • MINUTE • MONTH • TIME • TIMEVALUE • TODAY • WEEKDAY • WEEKNUM • YEAR • Time intelligence • AND • FALSE • IF • IFERROR • NOT • OR • TRUE The Power BI journey Power pivot interface Relationships DAX Function typesUnderstanding DAX “Deep understanding of these DAX functions is very essential and can make a big difference in the data model buildup and later its use in the dashboards”
  • 14. 14 01 02 Power view look Stage 3 Visualization • Power view is the instant visualization available within Excel. • Through inserting power view, PowerPivot data model can be viewed a power view Power view with card as slicers Power BI on web Power BI windows app Power BI iOS/Android app The Power BI journey Power MapPower View Power BI designer • Various fields can be selected as slicers/cards and data can be viewed with reference to particular context.
  • 15. 15 01 02 Power map view Stage 3 Visualization • The power map function allows to have a geographical view of the data. • Various data layers can be added on one map where the height or width can represent various data characteristics • Various data layers can be shown with reference to timeline of the changes in data over time. Power map-heat map The Power BI journey Power BI on web Power BI windows app Power BI iOS/Android app Power MapPower View Power BI designer • In addition to bar charts, map contains the functionality of showing heat maps
  • 16. 16 0 1 02 Power BI Designer ? Stage 3 Visualization “The Power BI Designer is a companion application for Power BI. It is a standalone Windows Desktop application that can bae downloaded from the Power BI site” 02 Power BI designer View The Power BI journey Power BI on web Power BI windows app Power BI iOS/Android app Power MapPower View Power BI designer “This application combines Power Query, Power Pivot Data Model and Power View into a seamless experience that will allow users to build their Power BI elements in an offline fashion and then upload to the Power BI Service” • There are two buttons on the lower left hand corner. The Report button opens the report as shown in the left hand side. Whereas Query button opens the query in power view. • The data can be arranged in power query and report can be designed. This file can thus be used as a source file to power BI application. • Designer is a great report building tool which gives lot of charting options. 03 Report & Query buttons
  • 17. 17 0 1 02 Power BI windows app Stage 3 Visualization • Available through office 365 subscription. • Left hand side lists down all the created dashboards • Dashboard connects to wide variety of resources from local MS Excel, Power bi designer files to resources like google Analytics, appfigure, marketo etc.02 Dash Board Inside View The Power BI journey Power BI on web Power BI windows app Power BI iOS/Android app Power MapPower View Power BI designer • Every dash board allows user to do Q&A where questions can be asked from the data • The charts can be selected from already designed charts in Power BI designer or created through Q&A. • The formatting of the charts can also be done. • Questions can be further improved by selecting existing fields on the go.
  • 18. 18 0 1 02 03 Power BI windows app Stage 3 Visualization • App can be downloaded from windows store. • Currently office 365 subscription is required to use the functionality • Left hand side view shows the format of the dashboard Dash Board’s Inside View The Power BI journey • By clicking a specific dashboard further details of the dashboard can be seen. Power BI on web Power BI windows app Power BI iOS/Android app Power MapPower View Power BI designer
  • 19. 19 01 02 Power BI iOS app view Stage 3 Visualization • App is available on iOS and Play store. Inside View of Dashboard The Power BI journey Power BI on web Power BI windows app Power BI iOS/Android app Power MapPower View Power BI designer • By clicking a specific dashboard further details can be seen as displayed. Above is a screenshot from an iPhone.
  • 20. 20 0 1 02 Books Learning resources >>>>>>From medium to advanced knowledge >>>>> Sites/Blogs http://www.powerpivotpro.com/ http://blogs.msdn.com/b/powerbi/ https://powerbi.microsoft.com/ The Power BI journey
  • 21. 21 0 1 Upcoming Features Upcoming Developments • Interested users should use power pivot and power query for all the data analysis no matter what is the size of the data and complexity involved. • DAX is the core knowledge area and improving DAX skill will make a great difference in making you a great data analyst • In addition to practicing and spending time in excel, users should read academic material on the BI and DAX as it will significantly help in understanding the concept and its application. I have given some references earlier. • Complete each analysis from adding data to the model to final Dash board as it will help understanding the complete cycle of the power BI. The Power BI journey • On July 24, 2015 power BI is going to be generally available. • Power BI designer will be renamed as Power Bi Desktop. • Some new chart types like waterfall and area charts and matrix will be added. • Q&A visual formatting will be announced. • Space management on power BI will also be introduced. 02 My personal advice
  • 22. 22 0 1 Introduction About me • I am a Finance & Accounting professional and Fellow member of The Institute of Chartered Accountants of Pakistan. • I have got 14+ years of experience in managing the financial affairs of large scale Corporate entities as head of Finance and Accounting departments. • I have a passion for Business intelligence products/solutions & Financial Data modelling. • Currently I am working as Finance Director with Saudi Airlines Cargo Company in Jeddah, Saudi Arabia. • Email: Zubkhan@gmail.com. Feel free to ask any question and I would be glad to answer. • LinkedIn: https://sa.linkedin.com/in/zedakhan The Power BI journey