Microsoft Power BI Desktop: DAX, AI and Data Modelling

Master Power BI data visualization while applying advanced DAX expressions and time intelligence to measure top three employees, and explore bookmarks, AI visuals, filters, navigation, pop-up windows, and drill-through reports.

Enable the new on object interaction in Power BI visuals by turning on the preview features. Restart Power BI to access the latest interface.

Power BI's July 2023 update enhances on object interaction, letting you select visuals and switch data and chart types, toggle the pane switcher, and customize with a plus symbol.

Import and clean data in power bi by loading excel tables, transforming with power query, fixing missing values and types, then creating a date table and relationships.

Create base measures in Power BI using DAX, including total sales, total cost, and profit margin. Learn to use sum X, divide, and a measures table to organize calculations.

Learn time intelligence in Power BI by building totals and year-to-date, quarter-to-date, and month-to-date measures with a dates table. Note how Calculate, auto date time, and hierarchies affect size.

Compare current period sales to prior periods in Power BI using previous month, quarter, and year functions with calculate context to compute deltas.

Explore static and dynamic time intelligence windows in DAX to analyze daily sales with sliding five-day windows using dates in period, max date, and calculate total sales.

Explore time intelligence in Power BI to compute first day, last day, and in-between sales using first date, last date, and dates between functions.

Apply moving averages in Power BI using average X and time intelligence, creating a 30-day smoothing window to reduce outliers and visualize trends.

Explore the difference between all and all selected in Power BI, showing how each handles filter context and external slicers to compute total sales percentages.

Learn to create virtual (temporary) tables in DAX to identify the top three employee sales contributors and their contribution to total sales.

Practice hard, stay motivated, and keep going; learning DAX is challenging, but daily effort and a step-by-step approach lead to better results and great Power BI reports.

Explore advanced DAX in Power BI by building a measure that counts distinct customers who did not order in the last 90 days, using variables, CALCULATE, FILTER, and date tables.

Learn to use bookmarks in Power BI Desktop to control visuals, switch views with a navigator or buttons, and analyze sales and profit across regions and categories.

Explore advanced Power BI bookmarks and formatting to control visual states, titles, subtitles, and shapes, and learn how to link bookmarks to buttons for interactive report navigation.

Master Power BI bookmarks to reset all slicers with a reset bookmark and button, control the data state, and link bookmarks to buttons for a streamlined, default view.

Master drill through in Power BI to move from an overview page to a detailed report, configuring a drill-through page with country fields and maps.

Explore practical Power BI navigation techniques by building a landing page with a navigation pane, a page navigator, and clickable buttons that jump between pages.

Create pop up windows in Power BI by overlaying screenshots and triggering bookmarks with a button. Use PowerPoint overlays and the selection pane to show or hide tips.

Build a Power BI data model from hotel profit and loss data across 100 Excel sheets, unpivot to a date dimension and hotel ID in a star schema.

Build a proper data model by creating a manager dimension table, linking hotels via hotel ID, and using Power Query to merge, deduplicate, and index data for dimensional design.

Expand the data model by creating more dimension tables, such as location and hotel info, importing from Excel and mapping via hotel id to the facts table.

Build a robust data model by adding a dimension data table and enriching it with ECB euro-to-dollar exchange rates via Power Query.

Finalize Power BI data model by validating relationships in the model view, ensuring one-to-many connections and matching data types, and set up a helper mapping to sort items for reporting.

Learn Power BI best project tips and tricks, including handling changing Excel sheet names, file locations, template files, data structure differences, circular dependencies, and DAX offset, index, and window functions.

Import excel data into Power BI, load the orders sheet, and learn to remove hard-coded sheet names in M code so refresh works when sheets change.

Learn to handle excel sheet renaming in bulk in Power BI by using Power Query with zero-indexed, index-based sheet references to load multiple sheets, avoiding refresh errors.

Learn how to handle Excel file location changes in Power BI by using a location parameter in Power Query. Replace hard coded paths with a dynamic reference for reliable refresh.

Explore how to save Power BI reports as pbix or as template files (pbit), share them, and understand how templates load data by prompting for a file path and parameters.

Explore how Power BI combines multiple Excel files from a folder and why differing column structures can drop extra fields like drinks, using a sample file for transformation.

Learn to load multiple Excel files with different structures in Power BI using folder inputs, Excel workbook function, and dynamic header extraction to auto adapt to added or removed columns.

Fix circular dependency errors in Power BI by using all except with a unique identifier, such as an index, to prevent context transition from mis-summing.

Learn how circular dependency errors arise when a values-based table creates a blank row, and fix them by using distinct or all no blank row to ensure valid relationships.

Explore the power of the new DAX functions: offset, index, and window in Power BI, and learn to build a total sales measure and dynamic category comparisons.

Explore how to use ChatGPT to generate a DAX measure in Power BI that excludes weekend sales, by referencing dates and orders tables and day of week, for dynamic reports.

Learn to display all applied filters in Power BI visual tooltips by using Beck's Studio to create a filter dump measure, revealing country, year, and ship mode across visuals.

Learn to implement cascading slicers in Power BI without bidirectional relationships by using a filtering measure to sync date and supplier selections, preventing empty visuals.

Display the latest refresh time and local time zone in Power BI reports with an M code snippet. Paste it in the advanced editor and apply to a card visual.

Learn how to sort month names correctly in Power BI using a sorting column based on month of year, or with a DAX calculated column.

Discover the new field parameter in Power BI Desktop, enabling dynamic measure selection from fields with a preview feature, eliminating the need for the switch function or disconnected tables.

Apply corporate identity colors across Power BI visuals by creating a color table, linking ship modes via a measure, and using conditional formatting to unify colors.

Master field parameters in Power BI desktop to create dynamic visuals, switching between measures and dimensions with slicers and drill-down, while controlling order and grouping.

Convert the default Power BI card into a KPI card by adding a title and subtitle, formatting the value, and showing delta to prior year and margin with conditional coloring.

Discover creating a Power BI progress bar without custom visuals using a generated series table, a profit margin percentage, and a line chart with error bands for a dynamic indicator.

Learn to build a KPI comparison chart in Power BI, showing actual vs prior period with delta and percentage, using a helper table, measures, slicers, and colorful error bars.

Learn to create dynamic date tables in Power Query and DAX, with end dates set to today or year-end, driven by the order date in your facts table.

Learn to use ibcs in power bi native visuals to compare total sales with last year, using delta red/green measures and error bars for visual difference.

Learn the Power Query merge trick in Power BI to combine two tables without duplicates by using the aggregate option (max, min, sum) in Power Query Editor.

Understand the difference between a Power BI report created in desktop and its interactive visuals, and a Power BI dashboard in the service that pins visuals from multiple reports.

Explore August 2024 Power BI release, enabling per-visual calculations with FX and formatting for percentage of total, and learn to limit data points with add data limit while preserving filters.

Spot a strange Power BI bug in the Power Query editor where an order date isn't recognized. Fix it by converting to text, replacing ampersands with dots, then to date.

Discover an easter egg in Power BI by turning off responsiveness in advanced options, replacing bubbles with bars in a date slicer’s numeric slider for clearer reports.

Explore the new text slicer in Power BI, enabling keyword search to filter visuals and datasets, and preview future developments via the Power BI vision board and community votes.

Learn practical Power BI tips for handling data source changes via data source settings, speed up refresh with selective table updates, auto-detect relationships, and customize date formats and slicer search.

Discover overlooked Power BI report settings, from auto-detecting relationships and time‑intelligence date tables to query reduction and export options, and optimize performance and data integrity.

Learn to revert from import mode to direct query in Power BI using the Tyndall view (Tmdl), editing storage mode, and dragging a table in table view.

Discover how to bind a Power BI direct query parameter to filter data by ship mode, letting end users slice data and retrieve a subset from SQL Server.

Learn how to remove unused measures in Power BI using the Measure Killer tool, identify not in use measures, and follow best practices like backing up before cleaning the model.

Learn the same column size trick in Power BI by using a resize measure, turning values to rows, and turning off auto size width to keep all columns equal.

Enable user defined DAX functions in Power BI, define a function name with optional parameters in the DAX query view, update the model, and call it in a measure.

Learn to add dynamic numbering to Power BI visuals using RankX and the row number function, restore the classic card visual, and switch dimensions such as category or customer country.

Explore Power BI Desktop AI visuals—Q&A, key influencers, decomposition tree, and narrative summary—and how quick measures and Copilot generate DAX expressions, with Copilot enabled in tenant settings.

Learn to connect Power BI's Power Query editor to the OpenAI endpoint, configure an API key as a parameter, and invoke a custom function to return answers for table prompts.

Learn to run open source llama 3.2 on your hardware for free inside Power BI's Power Query editor with Olama, and build a function to query and get private answers.

Learn how to identify and remove unused measures in a Power BI report using the external tool Measure Killer, including steps to back up and kill unused DAX artifacts.

Copy selected queries between reports with a Power Query tip. Mac users can access Power Query in the cloud via the Power BI service get data, including uploading Excel files.

Explore how to optimize Power BI data models with AI, using DAX Studio to fetch metadata and implement improvements like removing redundant columns and reducing dictionary bloat.

Power BI lets you export report data to Excel or CSV, including summarized data, underlying data, or current layout. Adjust report settings to allow or disallow exports as needed.

Visualize how many filters are applied to a report with a two-measure approach that counts filters across dimensions and formats the result as text, compatible with slicers or visuals.

Enable and use user defined dax functions in power bi by defining functions in dax query or tmdl view, with or without arguments, updating the model, and applying in measures.

Learn to enable personalized visuals in Power BI so end users tailor charts, legends, and values—then publish the report and let users set their default view.

Disable drill down in the visual tooltip of Power BI desktop by turning off the tooltip actions, and learn how header controls differ from tooltip settings across desktop and service.

Explore Power BI updates, including preview features and a separation between preview and production visuals. Learn to customize total calculations, reset themes, and adjust visuals in the format pane.