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The Power BI Masterclass - Additional Tips and Tricks
Rating: 4.6 out of 5(35 ratings)
454 students

The Power BI Masterclass - Additional Tips and Tricks

How to learn Microsoft Power BI fast Power BI best tricks - How to become a successful data analyst in Power BI
Created byDan We
Last updated 10/2023
English
English [Auto],

What you'll learn

  • You learn Microsoft Power BI tips and tricks from project experience and research
  • You have additional knowledge you can apply in your next projects
  • You improve your skills which you have acquired in my other Power BI Masterclass courses on udemy
  • You are or want to become a data analyst

Course content

2 sections • 33 lectures • 5h 25m total length

  • All course resources to download for you0:03
  • 1 How to always get the latest file from a folder into Power BI12:39

    Learn to load the latest Excel file from a folder in Power BI by sorting by date modified and using a zero in the function to reference file for refresh.

  • 2 Tip import latest tab from excel file automatically6:07

    Configure a Power BI query to automatically load the latest monthly data from Excel. Use a dynamic first sheet reference and refresh to always display the current month.

  • 3 Cumulative Total Sales for custom financial years with Power BI DAX16:11

    Learn how to create a cumulative running total with Power BI DAX for a custom financial year using time intelligence, including a date table and year-to-date measures.

  • 4 Reference Rows or lookup values from tables with DAX in Power BI11:54

    Learn to perform lookups and shift data in Power BI with the lookup value function in DAX, prepare data in the query editor, and load it into the model.

  • 5 Create your own personal filter pane in Power BI19:48

    Create a customized filter pane in Power BI using bookmarks and buttons to show or hide filters, add slicers for dates and countries, and customize interaction without data reset.

  • 6 How to dynamically show specific measures in your report - playing with the po6:54

    Learn to dynamically show specific measures in a Power BI report by unpivoting data into a measures column and driving a matrix with a slicer.

  • 7 Client request - Filter Trick for different aggregations in Power BI10:03

    Use a custom slicer from the Microsoft store to drive region-level filtering in Power BI, enabling country selections to filter the region visual and related visuals.

  • 8 Tracking open customer issues with Power BI DAX9:05
  • 9 Your turn Real world Power BI DAX challenge7:43

    Explore a real-world Power BI DAX case: build a measure that compares this month's average sales to the previous month, using variables, calculate, and divide for safety.

  • 10 Learning DAX - Apples to Apples comparison in Power BI11:54

    Learn to build an apples-to-apples DAX comparison in Power BI by filtering dates to month-to-date and using calculate for daily sales versus the prior month.

  • 11 Dynamically highlight the current Sales Period with DAX in Power BI10:20

    Use a dynamic DAX measure to highlight the current sales period in a Power BI bar chart with conditional formatting.

  • 12 Lets quickly clean up our report2:45

    Centralize all measures in a dedicated measures table in Power BI by loading a dummy table, selecting measures, and dragging them into the table.

  • 13 Learning DAX How to create a stepped line chart12:33

    Learn to build a stepped line chart in Power BI by creating a measure that uses union to combine two sales measures and returns the maximum per quarter.

  • 14 Learning DAX Dynamically highlight highest and lowest Sales13:13

    Learn how to create a dynamic DAX measure in Power BI that highlights the highest and lowest sales by country using total sales, bar visuals, slicers, and conditional formatting.

  • 15 Heatmap in Power BI lets get creative5:42

    Explore creating a heat map in Power BI by transforming the matrix visual, using conditional formatting, and customizing colors, grids, and font for clear insights.

  • 16 DAX or no DAX that is the question5:59

    Learn when to use DAX or not, and how to get aggregations like count, average, and percent of grand total directly in visuals without writing measures.

  • 17 Learning DAX Ranking and nested Ranking14:25

    Master nested ranking in Power BI by building a DAX rankx query, using all selected, don't summarize, and tool-based filtering to rank rows by likes.

  • 18 Dynamic Colorcoding for Gauge chart in Power BI10:12

    Explore dynamic color coding for gauge charts in Power BI by creating budget and goal measures, and applying conditional formatting to color bars based on performance.

  • 19 Power Query Editor Tips and Tricks How to extract patterns from columns witho5:44

    Discover how the Power Query Editor extracts dates from text using the column from examples, then import, transform, and load data in Power BI.

  • 20 Data Modelling - How to create dynamic hierarchies18:40

    Create a dynamic hierarchy in Power BI by duplicating and transforming the orders table, building an indexed hierarchy, and linking hierarchy tables with controlled cross-filter directions.

  • 21 Project Management Burndownchart calculation with DAX in Power BI16:18

    Learn to build a burn down chart in Power BI using DAX, import Excel data, and compute the optimal burn rate with a calendar for tracking project progress.

  • 22 The disconnected Table concept hands on explained20:24

    Explore the disconnected table concept in Power BI, using selected value and all selected to filter data without a relationship and concatenateX to display selected companies.

  • 23 How to create our own KPI visual9:41

    Learn to build a custom KPI visual in Power BI by defining a threshold, creating a measure, and displaying total sales with up or down Unicode icons and formatting.

  • 24 Extension on how to create our own KPI visual9:10

    Extend the Power BI KPI visual by adding a transparent button, grouping it, and configuring a dynamic action that navigates to a URL or report page based on a measure.

  • 25 How to make Interaction in your Reports more intuitive9:16
  • 26 How to add visual Tooptips to Images8:10

    Learn how to create image tooltips in Power BI by overlaying a card visual, using a blank measure, and styling with a transparent label to reveal a tooltip.

  • 27 Power BI Trick Incremental Refresh Tables using DAX9:13

    Discover a practical Power BI trick to emulate incremental refresh by using inclusion report refresh to exclude 2019 and 2020, then union three yearly tables into one.

  • DAX Motivation Never give up keep going1:02

    Keep your motivation high while learning DAX in Power BI. Start small, dissect your code, and repeat until you master DAX through time and practice, never giving up.

  • BONUS - How to create your own BUMP chart in Power BI9:36

    Learn to build a bump chart in Power BI from sales data, using rank X, all selected, and a line chart with categories and yearly axis for clear ranking visualization.

Requirements

  • Download Microsoft Power BI Desktop (free)
  • You should have worked with Microsoft Power BI before
  • If you have no experience I would encourage you to start with my Power BI Masterclass - beginners to advanced course first.

Description

Microsoft Power BI Masterclass - Additional Tips and Tricks 

Business Intelligence / Business Analytics is in high demand. Companies are constantly searching for ways to make better and faster and smarter decisions. Therefore they rely heavily on data. Small company or Multinational -  data driven decision making is the key to success for any business in the world of tomorrow.

Because of that companies are drastically increasing to step up their efforts to find skilled employees and freelancers with the necessary capabilities to help with analyzing data and creating valuable highly profitable insights. 

Since there is way more demand than supply it is a "War for talent". And the competition will increase further. This environment is a bless for anyone who acquires the necessary capabilities and positions herself/himself


MS Power BI is an andvanced yet easy to get started self service business analytics / business intelligence solution provided by Microsoft which is currently in very hot demand. From my personal experience I can tell you that companies will actively searching for you if you master Power BI. Diving into data & analytics can not only immensly improve your career opportunities but also your job satisfaction!

Power BI is also a great tool for datascience too. A lot of data scientists like to use it for visualizing and presenting the findings. Therefore learning to use this tool can also be a valuable skill for datascience jobs.


This course extends my Power BI Masterclass series on udemy. This course is not topic specific like other ones. I wanted to share tips and tricks I learned from personal Microsoft Power BI projects and from personal research on this topic. My goal is to help all aspiring students with additional tips and tricks you can use to suceed in your next business intelligence projects.

Update: The complete Power BI Masterclass Series on udemy (I have aggregated some classes together to provide more content value per class for you. I really hope that serves you better!


1. Power BI Masterclass - beginners to advanced

2. Microsoft Power BI Masterclass - Expand Excellence

3.Power BI Masterclass - DAX, Excel And More

4. The Power BI Masterclass - Additional Tips and Tricks

5. Power BI Desktop - Data Prep Challenges

6. Power BI Masterclass - DAX, R and Gateways

7. Power BI Masterclass - Python Finance and Advanced DAX

8. Power BI Masterclass - the next level

9. Power BI DAX Fundamentals Mastering the Key Concepts

10. Power BI Masterclass Calculation Groups with Tabular Editor

11. The Power BI Service Masterclass

12. How to build a profit and loss statement in Power BI Desktop


We got a lot to do so let's get into it.

Who this course is for:

  • You are or want to become a data analyst
  • Data analysts and everyone who strives for a career in data analytics
  • students who want to master self service bi with Microsoft Power BI
  • students who have taken my Power BI Masterclass series on udemy
  • students who search additional skills in Microsoft Power BI Desktop
  • students who want to apply tips and tricks in Microsoft Power BI Desktop
  • You want to master self service BI with MS Power BI Desktop
  • You want additional ressources for your next Power BI Project solutions

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