Now that you are convinced to use the Power BI tools, how can you translate your actual work in this new environment? You should see this session as a shortcut to unlock your new superpower on your usual context and save a lot of time. Forget all about Vlookup, complicated macros, unreachable data sources, and unreadable tables. We will translate them into PowerBI solutions and demonstrate the benefit of it.

2. From Excel hero
to
Power BI Champion
Isabelle Van Campenhoudt

3. Isabelle
Van Campenhoudt
3
Data Platform MVP, Brussels
Consultant, Speaker Trainer, Community Leader
SQL server since 1999
SharePoint BI & Power BI since it starts
Blog: theSQLGrrrl.wordpress.com
ivc@shareql.com
Twitter: @theSQLgrrrl
http://GUSS.pro
SQL
BI
Tuning
Architecture
Coffee making

4. Agenda
• Introduction
• Collect
• Organize
• Calculate
• Visualize
• Distribute
• Conclusions

5. Introduction

6. Context
Scope
User
adoption
Observation
from the field
Heroes &
Champions

7. What are
Excel Heroes
expected to
do?
Complex calculation with formulas and
functions
Create usable tables and matrix
Provide graph, charts and analysis
Collect, import information from others
files and combine them
Automate the process
Distribute and refresh their results

8. Complex calculation with formulas and functions
Create usable tables and matrix
Provide graph, charts and analysis
Collect, import information from others files and
combine them
Automatetheprocess
Distribute and refresh their results
Let’s organize our Heroes tasks

9. Extract,
Transform
Load
Model Analyze
Share
Consume
Automate
Visualize
Heroes task—sounds Familiar
What are
Power BI
Champion
expected to
do?

10. Collect, import information from others files
and combine them

11. Excel import of data
• Copy paste from another worksheet
• Use linked workbooks and Sheets
• Old import function
• Data connections
• Power Pivot wizard
• Power Query

12. Power BI import of data
• Power Query
• Data Flows

13. Cleaning and Transformation of data
Excel
• Flash fill
• Functions (trim, left)
• Replace (manual)
• Skills or work
• No guidance
• Macro’s & VBA
• Power Query ☺
Power Query
• Auto fill, split, clean, create
• Conversion
• Transform , Unpivot
• Parameters
• As a Function
• Reusable
• Complex language M

14. DEMO

15. Create usable tables and matrix

16. Cells, Table, Pivot etc…
Cells
• unrelated
information
• references
Table
• related
information
in cells
Pivot table
• Matrix of
related cells
Data Model
• Power pivot
• Related
tables
New
• Dynamic
array

17. Power BI Modeling
• Tables based
• Star schema is the key
• Dimensions
• Fact
• Relations

18. Complex calculation with formulas and functions

19. Functions & Formulas
Excel functions
• Cell reference
• Range of cells as
reference.
• Explicitly applied
DAX functions
• Column as reference ---
calculated columns
• Table as reference ---
measure
• Implicitly applied when
put on a visual

20. Relations
Excel
•VLOOKUP, Index etc…
• Data Model
•Dax functions
Power BI & Data Model
(Power Pivot)
•M Combine and Merge
•Data model
•Dax functions

21. Aggregations
Excel
• Formulas
• Functions SUM AVG COUNT and
their child (xxxA, xxBLANK, xxxIF)
• Apply to specified ranges
• Pivot Table for implicit usage
• Power Pivot & Data Model
Power BI & Power Pivot
• Implicit
• Default aggregation are applied
trough the data model
• SUM, AVG, COUNT, Distinct Count
• Use DAX to create values
• Calculated columns are applied row
by rows
• Measures are applied by context--
junction of applied relations

22. Time Intelligence
Excel
• Date & Time function “static”
Power BI & Data
Model (Power Pivot)
• 35 Functions so far
• Automatic date time

23. DEMO

24. Provides graph, charts and analysis

25. Data Visualisation
of manager do
not understand
the data they
see

26. Excel Data Visualization
Power View
is
deprecated
and out of
the
roadmap
Excel 2016 introduced new chart types
waterfall,
box and
whisker,
histogram, Tree map
Office 365
Funnel

27. Power BI Visualisation
Interaction
between
visuals
Bookmarks
Advanced
filtering
Drill-downs
and drill-
trough
Extremely rich
library
Highly
interactive
Q& A

28. DEMO

29. Distribute and refresh their results

30. Distribution
One version
of the truth
Central
place
Protection
Security

31. Refresh of Data
Excel
•Data Connections
•Refresh On opening
•Third tool
•Macros --scheduled
Power BI
•Import, direct query,
live
•Publication
•Data gateway
•Schedule

32. DEMO

33. Conclusions

34. Conclusions: in the twos worlds you should
Think DATA
model
Think
Process
Think
simple
Think off
the grid
Embrace
DataViz

35. Ressources
➢ https://docs.microsoft.com/en-us/power-bi/guided-learning/
➢ https://lazysnail.net/en/lazy-dax/
➢ https://blog.crossjoin.co.uk/
➢ https://www.sqlbi.com/
➢ https://radacad.com/blog

36. Thank YOU!