
Allow me to welcome you and to introduce myself - and my credentials - as I take you through the course files and user-guide download. I'll also take a couple of minutes to run through the course objectives so that you're all-set and prepared for what's to come - can't wait to get started!
Prepare to be WOWED as I show you a really COOL way to catalogue all your Measures & Calculated Columns - this is AWESOME!!!!
In this video lecture we take a look at what the problem is with editing queries in Power Pivot's Data Model window - you need to know why the change to Power Query is necessary and the issue it will overcome
In this video lecture you will start importing queries via Power Query. By the end of this exercise you'll to confident with the various steps and elements that make up Get & Transform, the Navigator and the Query Editor
You have completed the Transformations including changing date formats to your local Regional Settings. Next, you will create a Connection Only to the data source and create One-to-Many relationships in the Data Model window
You're confidence is building - you want to add more queries. Learn how easy reconnecting to an existing data source is and how importing new queries is as simple as 1,2,3...
The reason why! This is Power Query doing what Power Query does best - EDITING QUERIES!
The first Practice Exercise gives you an opportunity to hone your new skills. Consolidate - Embed, feel GREAT about your new skills!
In this video lecture, I provide the solutions to keep you on-track and reassure you you're doing a GREAT JOB!
Take 5 minutes to reinforce the key concepts covered in Step 1 - You might just pick-up a couple of hints for the Quiz!!
You have heard the expression Initial Filter Context but do you know what it really is? In this section you create a couple of new measures and explore how the pivot delivers the values displayed. By the end of this section you'll have a clear understanding of the role of Aggregator functions and Iterator functions - a useful recap to set yourself up nicely for the remaining steps in the course
Nail the difference between Aggregator functions and Iterator functions - which of these do you use and when? By the end of this exercise you'll be in no doubt!
You now have a solid understanding of Row Context. By the end of this lecture you will create new measures with SUMX() - your new BFF! (best friend forever)
Check your solutions to practice exercise 2 - ensure you're on track and ready for Step 3!
Take 5 minutes to reinforce the key concepts covered in Step 2 - You might just pick-up a couple of hints for the Quiz!!
This section is all about Visualisation and what is going on behind-the-scenes. You'll "see" Expanded tables helping to produce the Filter Context and know when to use Aggregators and when to use Iterators. Next, I'll introduce CALCULATE() and you'll learn how to override the Initial Filter Context with Explicit conditions - WOW! Lots to get your teeth into...
Follow the "path" of the "Initial Filter Context" and learn how results are displayed in the pivot table. This knowledge will help you visualise what's going on making troubleshooting a breeze. All the best DAX experts know this stuff - that's why they're EXPERTS!
Feeling empowered? Take this knowledge a step further and let's throw in an Iterator for good measure - get it! You're well on your way to EXPERT status!
So, you've got Aggregators and Iterators in the bag - now let's throw in what CALCULATE() can do. In this lecture you setup the pivot and measure in preparation to follow what CALCULATE() brings to the table - get it!
You have created the CALCULATE() measure. Now follow the journey it takes to display the "Initial Filter Context". Will the result be expected or a surprise? Your new level of understanding wont' fail you!
Did you visualise what's going on behind-the-scenes as you completed Practice Ex3A? Check out your answers are correct and the technique has paid off as you watch me complete the first part of the solutions
Watch as I provide the solutions to Practice Ex3B and ensure all that good work has paid dividends! Do you know your AVERAGE()'s from your AVERAGEX()'s??
Take a few minutes to recap all that you have learned. Preempt all I say with your knowledge and powers of Visualisation!
Being clear on your objectives improves performance significantly - take a couple of minutes to prepare for your next "challenge"
In this lecture you learn how Row Context, Filter Context and Context Transition work with Calculated Columns. See the difference Aggregators and CALCULATE() have and what changes occur when they are used
You know how Context Transition works with Calculated Columns. In this video lecture you learn how Context Transition and Measures work together. Nail DAX behaviour to set you up for troubleshooting skills with a solid understanding of how to build your calculations!
Round up this section with a quick recap on the key concepts of this Step - you might just learn a thing or two for the quiz up next!
Check out what's coming up in the next step of your Intermediate DAX journey. Being clear on your objectives mentally prepares you for the way forward.
In this lecture you set the scene for using the VALUES() function. You will see that sometimes your totals and/or grand totals don't add up to the sum of their children?
The VALUES() function can be used in place of the Table parameter that a lot of DAX functions require. Learn how, when used with SUMX(), this solves the problem of "Parent" and "Children" total and subtotal problems - it's a fantastic solution and another great tool to have up your sleeve!
Learn some new techniques with the VALUES() function. Are you on track - are your solutions the same as mine? Check you're answers with me as I step through Practice Ex5
Round off this section with a reminder of how far you have come and why VALUES() is going to be an important addition to your DAX tool-kit
The ALL() family includes a couple of "gems" that you may not get to use too often BUT when the need arises - you'll be glad you know about them. Take a couple of minutes to see what's coming up and how useful these DAX functions can be!
Blow away the cobwebs and create a couple of base measures using ALL() - great when you want to create comparative calculations! ALL() can be thought of as the "Remove Filters" functions and is hugely useful...
The difference may be subtle but the results displayed when passing the Table and passing a Column in the ALL() function does make a difference. Follow along with me as you create 2 new measures to highlight this little gem!
ALLEXCEPT() can be used to exclude a column from a table - a great tool to have up your sleeve when you most need it and a better alternative to listing all the columns you do need!
ALLSELECTED() works in harmony with Slicers - when you want totals to reflect the percentage of the selected values - ALLSELECTED() is the answer. By the end of this section - you'll look for reasons to use this fantastic addition to your DAX tool-kit. It's not only hugely impressive, it's a whole lot of fun too!
Make sure you're up-to-speed and got a firm handle on the ALL() family of functions with the Solutions to Practice Exercise 6 questions 1 & 2
Check your answers as I complete the Solutions to Practice Exercise 6 questions 3 & 4. Have you got your ALL()'s in the bag?
Take 3 minutes to Recap the Objectives for Step 6. Be super-clear on all the concepts covered and feel confident, empowered and raring-to-go as you move forward with your DAX learning!
Your objectives for Step 7 coming up next to ensure you're clear on the concepts to take you forward on your DAX journey
Say goodbye to those annoying and useless subtotal and grand total values that make no sense with your new best friend - HASONEVALUE(). Not sure what this means to your reporting? Watch, learn and marvel how you've managed until now!
You've got a handle on how useful this function is. Try your hand at another example and get to grips with this really useful addition to your tool-set
Early in Step 5 you were introduced to the VALUES() function. Use this in conjunction with HASONEVALUE() to introduce text return measures - genius!
I have included this to help with Practice Ex7 - using VALUES() without an IF() condition
How did you get on with the latest Practice Exercise? Check you're on track as you watch me complete the tasks...
Let's go over how far you have come - you should be feeling invincible by now!
Take a couple of minutes out for a "heads-up" on what you're about to learn - you don't want to miss this - Disconnected Tables ROCK!
Wouldn't it be GREAT if you could hand over control to the end-user and enable them to choose which projected value they would like to see? Well now you can! Learn how to "harvest" that end-user selection and hand over the flexibility directly to them! This is AWESOME!
The "Disconnected Table" is added to the data model, the "Harvester" measure is created... let's get the finishing touches to the slicer settings and formatting and finish off with the measure that harvests the end-user selection
You have all the tools in place - you know what the objectives are. Let's go back to the Sales Report and finish what we started by creating the "Harvester" measure and the "Conversion" measure
How did you do in Practice Exercise 8? Watch as I complete the exercises and ensure you're on track to move on!
You have come a long way - you should be proud! How much did you absorb in Step 8 - how much do you know about Disconnected Tables and Harvester measures?
Want to know how awesome you are going to be after you have completed this next section? Then step this way my friend and prepare to be AMAZED!
Create the first 6 steps required for the Customer Yearly Income report and provide a "Threshold" parameter for the end-user to select what they wish to view - GENIUS! Can you remember the Mnemonic learning-aid to help you through this latest challenge?
Create the "Conversion" measures required to complete the Customer Yearly Income report with the FILTER() function
Have you mastered Thresholds? Watch as I complete Exercise 9A and check your solutions match mine!
Now that you have Thresholds sorted, you're half way to Banding. You know the Mnemonic, only this time you have 2 "Harvester" measures to create - easy!
You're nearly there - just the "Conversion" measures to complete the report
Try out another example of Banding with the emphasis on Calculated Columns to achieve your objective. To "Harvest" or not to "Harvest" THAT is the question!
You're almost there - you've know the Ages of your customers and created the Age Bands - now for the pivot table "Base" measures. Insight heaven is just a few clicks away!
How did you do? Have you mastered Banding - check you're on track with me as I provide the solutions to Practice Exercise 9B
If you chose to test your skills that little bit further with the FastTrack Extra challenge, you can check your solutions here with me
Let's take a look back at what we've covered in this penultimate Step in our DAX journey - you've come a long way!
This course builds upon the skills learned in the first course in this series DAX Power Pivot – 10 Easy Steps for Beginners.
You have already gotten your hands dirty with Power Pivot and seen how awesome it is. Now you are ready to take your skills to the next level by delving deeper and acquiring a more thorough understanding of how “Disconnected” or “Parameter” tables can be utilised to gain additional insights in your data models.
The first part of the course addresses Microsoft’s change to the DAX engine that now makes editing queries a challenge if you aren’t an expert in SQL. Therefore, you learn to use Get & Transform to import data and in doing so, reduce the size of your data model file size considerably.
You will draw upon your beginner DAX skills to delve deeper into the real meaning behind “Initial Filter Context”, “Filter Context” and “Context Transition” with explanations, diagrams, examples and practice exercises.
To leverage the capabilities of “Disconnected” tables, I introduce you to the concept of thresholds, cut-offs and banding. This really does open the door to a wealth of possibilities and you’ll learn some useful techniques to gain some powerful new insights along the way.
Throughout the course, you are building your skills and understanding – taking you to the next level at each Step – 1-10.
I’ll have a couple of surprises for you along the way – not only to boost your brownie-points at work but for your own piece of mind around administration of your data models!
I've included a BONUS section featuring 7 Power Query exercises that tackle what to do with typical messy data table layouts that require manipulation even before you start! A GREAT start to getting to grips with the magic that is Power Query!
Here's what others said about the course:
“Gilly. Did it again with the Addition of Dax PowerPivot-10 easy steps for intermediate course. This intermediate Course adds more formulas and Dax functions and even disconnected slicers and cube formulas to add your learning base and continues to build off the previous two courses. Gilly is a brilliant teacher who clearly has an in-depth understanding of how power pivot works. She can break it down and simplify Dax so you know how functions works and understand how to use it in your day-to-day excel work. If you follow along and do the exercises when you’re done with a lesson you fully understand how to complete and use the Dax formulas in your data work. If you want to understand and learn Dax, Gilly courses are what you want to start with. I recommend Gilly courses, you will be pleased with your results afterwards. Well done Gilly. Thanks”
- SD
"OUTSTANDING COURSE Love the exercises, really enforces the instruction Learning so much, will go over the course again reinforce learning Everything is explained in easy to understand terms"
- JM
“A lovely paced course with the different elements nicely segmented and of a good length. Certainly liked the extra surprise of Cubes. Will aid in displaying data that does not fit well with the confines of a pivot table. Cheers Gilly!”
- GB
“Do Love the way you teach. Hope to learn more from you for advanced DAX course with real world case studies. Bravo!”
- HA
“Trainer explains concepts really well without using too much tech talk. The many examples support the good understanding of the subjects. The speed is ok for advanced users but too fast if you did not follow the basic course. Course is complete and every important subject is explained.”
- R
“Gilly does a great job of explaining complex concepts and makes her points using thought-provoking analogies. Excellent instructor!”
- SA
“The course continued to build on the 10 Easy steps for Beginners. Detailed Instructions and real-world examples. Deep dive into advanced Power Pivot Formulas.”
- CJ
What you will learn in this course:
Get & Transform – building the Data Model
DAX Iterators & Aggregator Functions
Initial Filter Context
Filter Context
Context Transition
VALUES()
ALL(), ALLSELECTED() & ALLEXCEPT()
IF() & HASONEVALUE()
Disconnected/Parameter Tables
Creating/Adding Disconnected tables
“Harvester” Measures
Conversion Measures
Thresholds/Cut-offs
Banding
KPI’s
I provide examples that we work through together. Then it’s over to you with practice exercises for you to help embed and consolidate your skills. I always provide video solutions – so, you’re never on your own.
Power Pivot is the perfect tool for those working in finance, statistics, project, business and market analysis or any data reporting role who have a need to create and produce Business Intelligence style dashboard and Insight reports.
I have used Excel
2016 to demonstrate this fantastic tool but you can follow along in
Excel 2010 & 2013 - I'll do my best to point out the differences. If you
have any questions about the course, feel free to message me here or check out
the FREE preview lectures to learn more.
Thanks for taking the time to check out my course. I can't wait to help you take the next step in developing your DAX skills.
Take the first steps to a new and rewarding future by clicking on the TAKE THIS COURSE button, located on the top right corner of the page.