Power BI & DAX - Beginners to Advanced

Load and import data into Power BI desktop from Excel, using the Power Query Editor to transform data types, rename columns, and create summaries by year and category, total sales.

build a sales overview dashboard in power bi from scratch, computing total quantity, total sales, and unique skus without dax measures, with year and brand slicers and q&a visuals.

Learn the key differences between calculated columns and DAX measures in Power BI, including storage, filter context, and guidance on when to use measures over calculated columns.

See how calculated columns use row context to compute total amount from quantity and average price, and why a dax measure needs sumx to iterate over the epos table.

Learn how the calculate function modifies the filter context by applying an expression and filters, use all to remove context, and compute category contributions and brand sales comparisons.

Compare the calculate and all functions with the new remove filters function, and see how they remove filters at category, year, and brand levels to reveal totals.

Demonstrate building a top ten category report in Power BI using ALLSELECTED to calculate each category's contribution within the top ten, with year and brand filters.

Explore dynamic top-n analysis in Power BI with DAX top end and a slicer-driven dynamic selection parameter to show the top five, ten, or twenty categories, brands, and SKUs.

Learn how to compute market share in Power BI across category, brand, and SKU levels using the ISINSCOPE function, create measures, and visualize with a multi-level matrix.

Use variables in DAX measures with the var keyword to compute totals and market share. Remove filters with all selected function and return results to compare SKU, brand, and category.

Calculate market shares across category, brand, and skill levels in Power BI with the scope function and variables, using percentage of parent total for 2020 validation.

Analyze market shares by value and by quantity; create total units measures, and apply conditional formatting to reveal insights and guide line manager recommendations, including air fryer category.

Construct a customized calendar table in Power BI by transforming data in Power Query, standardizing brand and supplier names to uppercase, and deriving year, month, quarter, and a year-month key.

Learn to build time intelligence measures in Power BI with same period last year and dateadd, connect a calendar to the fact table, and compare current and prior year sales.

Master time intelligence in Power BI and DAX by computing year-to-date, quarter-to-date, and month-to-date cumulative sales, and compare to last year using CALCULATE and DATEADD.

Compute past three, six, and nine months average sales with datesinperiod, driven by the slicer. Compare current month sales to prior periods across category and brand to identify performance gaps.

analyze market data in Power BI to compute total sales within a chosen price segment using a numeric price segmentation and slicer, revealing where to target products.

Calculate percentage of sales within the selected price range and compare it to total sales to gauge category, brand, and SKU performance with a virtual table using values and filter.

Build and display dynamic text in Power BI using DAX to show the percentage of sales between min and max price brackets, updating as the price bracket changes.

Rank sales by category and product using rankx, remove filters with all for accurate values, and use year filters and selected value for brand name to reveal dynamic rankings.

Build a dynamic dax formula to count brands by category, identify the top brand and its sales, and display results with switch, is in scope, and formatting.

Explore field parameters in Power BI to dynamically switch fields and measures with a slicer, enabling category, brand, and item name views and year-based analysis.

Explore editing field parameters in Power BI by adding, deleting, and reordering measures and fields, including value shares and volume shares, using a parameter table and dropdowns.

Learn to build a one-page Power BI dashboard with a remote-control filter panel that hides and shows category, year, and month slicers, arranged horizontally, sorted by month.

Learn to create and link two buttons to bookmarks in Power BI to show and hide the filter pane, including formatting shapes, grouping, and testing the interactions.

Discover how to use bookmarks to retain filter states in Power BI, including sorting, hiding and showing filter panes, and updating bookmarks to preserve year, category, and month selections.

Calculate brand gold sales across selected categories using calculate and filter with the in function to form gauge charts. Then compute market share as a percentage of total category sales.

Create a Power BI gauge chart with a market share measure and 50% max; apply red/green conditional formatting to the callout and adjust the header.

Create three gauge charts to display brand market shares, duplicating measures for fill home appliances and Ken Plus, adjust size, align, and apply percentage formatting with red conditional coloring.

Apply DAX tricks to avoid blanks in Power BI visuals by adding zero to divide function, filter categories, and use slicers to show only ten categories where the brand plays.

Learn to build DAX measures in Power BI to compare market share and sales year over year using nested calculate and variables for accurate last-year results, including cash sales.

demonstrates creating and comparing last year shares for Ken Plus and home appliances by duplicating and renaming measures, formatting results, and preparing for a traffic light visual.

Create three DAX measures to show year-over-year changes for three brands using unichar symbols for green and red circles, format as percentages, and present on aligned card visuals.

examine seasonality in sales by month across three brands using a stacked column chart, comparing brand performance with category sales to reveal month-by-month trends.

Learn to derive insights from Power BI visuals using right-click options like show as table, summarise, include/exclude filters, and explain the increase (pro license required).

Learn to compare category sales by building current year and previous year measures with calculate and removefilters on category level, integrated into a remote-filtered dashboard with a trend line chart.

Build a dynamic title that updates with the selected year and displays a market analysis card. Show market shares, year-over-year changes, and category performance across months for three brands.

Use a Power BI tooltip page to show the top 5 SKUs by total amount, with item names, a total amount card, and a trend chart filtered by date.

Apply tooltips to visuals on the dashboard to reveal top five SKUs and total sales by category, then resize fonts and validate totals in Excel.

Apply Power BI themes to sync colors across visuals and text, using default or Innovate theme. Adjust slicer fonts and colors in the format visual pane to reflect the theme.

Learn how to append new data to a Power BI file, address a common refresh bug using Power Query, and verify updated market shares for the 2022 hand blender category.