DAX and M edition Helpers

We need to admit, the GUI for Power BI Formula Bar (DAX) and the Power Query Advanced Editor (M) are not the most user-friendly.
DAX editor (formula bar) is getting better but still quite limited. M editor (Advanced Editor) … OK, this might be something more advanced and eventually not everyone will need to write M functions.

But just in case if you are interested on it, these are my Helpers to write and format DAX and M code:

    • DAX STUDIO – “DAX Studio is a tool to write, execute, and analyze DAX queries in Power BI Designer, Power Pivot for Excel, and Analysis Services Tabular.” by SQLBI
    • DAX FORMATTER -“DAX Formatter is a free tool that transform your raw DAX formulas into clean, beautiful and readable code.” by SQLBI
    • POWER BI HELPER – “Export the Entire M Power Query Script from a Power BI File” by RADCAD
    • NOTEPAD++ – “Notepad++ is a text editor and source code editor for use with Microsoft Windows.” by Don Ho

Continue reading “DAX and M edition Helpers”

Calculated Columns in Power BI Desktop

Check out Video #4 of Power BI Series and learn two easy ways how to create a calculated column in Power BI Desktop.

This video covers:

  • Create a Calculated Column in DAX
  • Create a Calculated Column in Power Query
  • Delete Calculated Columns differences and Errors

You can download the files here:
Link to GitHub

And access the online dashboard here

Dublin Data & BI Summit

From the 24th to the 26th of April I am going to attend the Data & BI Summit in Dublin.

This is the Microsoft Power BI big event of the year. During three days Power BI authorities, gurus, wizards and evangelists will gathering under the same place. The result can’t be no other than awesomeness!

If you are around drop me a message and let’s have a coffee.


Stop wasting money and time

How much time do you spend doing repetitive and tedious tasks to get your data and create your reports?

Multiply it by the cost per hour and you will find how much money you are spending on it.
Now eliminate this wasted time and instead, use it to grow your business or add value to your organization.
How much value are you adding?
Sum both amounts and you’ll find how much money your losing by missing out on the process automation.

Don’t be fooled by small tasks. Say for example that weekly report that takes you 2 hours every Monday to run. You spend roughly 8 hours per month or 112 hours year.
If the cost per hour is €20 you spend €2240 doing this task. Does it worth €2k? And how about the business you can do with this 100+ hours? I am sure you got me.

At this point you’re asking: How can I have the task done not loosing all that amount of time and money?
My answer is: Eliminate, Simplify, Automate, Delegate.

“Never automate something that can be eliminated, and never delegate something that can be automated or streamlined.” Tim Ferriss

Eliminate – You would be surprised how many times I heard “I am doing it because…
this is the way it’s always been done ”
So, do you really need to do that report? Does anyone look at it in the end?
If not, stop doing it.

Simplify – Over time we all tend to overcomplicate. Is just one more detail, one more chart, one more process… and we end up with something that you’ll need a guide to understand what it is. Often less is more. Focus in what is really important and remove all the unnecessary noise.

Automate – Our most precious attribute is we are thinking beings. Thinking is what distinct us from other animals and what make us continue to evolve. No one should have to do tedious and repetitive tasks that can be done by a machine, a system or a process.
Leave the dirty work for the machines and concentrate in doing what you are good at…Thinking.

Delegate – The breakpoint is whenever you can earn more than what costs you to delegate, you should look for someone to do it for you.
Delegate it’s hard mostly because we are afraid of losing control of something we see as ours. But it is a necessary pain if you want to grow your business or get more time for what you really enjoy.
Find someone with the right skills to do that task for you and free yourself. At the end you are still profiting in money and time.

Load Multiple files and Append Query

In the 3rd video of the Power BI Series I show you how to load multiple files into Power BI using the Query Editor and to troubleshooting a Date type Error.

In this video we covered:

– How to load multiple excel files to Power BI
– How to use  Append Query to create a unique dataset
– Date error- Use locale
– Regional Settings

Keep tuned for the next video and learn How to Create Measures and Calculated Columns 

You can download the files here:

  1. Link to  GitHub
  2. Link to  OneDrive

And access the online dashboard here

Power BI Series – Refresh Data

In the 2nd Video of the Power BI Series I show you how to refresh the model with new data.

In this video we are covering:

    • Refresh the model with new data
    • Introduction to Power Query
    • Common Errors and how to troubleshoot it
    • Best Practice for file naming

Keep tuned for the next video and learn How to append multiple files using  the Power Query editor

You can download the files here:

  1. Link to GitHub: https://github.com/Bordalos/Power-BI/
  2. Link to OneDrive: https://1drv.ms/u/s!At1CSmc…

And access the online dashboard here

Power BI Series

Check out the 1st Video of the Power BI Series and learn how to build your first Power BI report in less than 15 minutes.

In this video we are covering:

  • Why should you move away from reports in Excel
  • How to install Power BI Desktop
  • How to connect to an excel dataset
  • Introduction to  Card, Multi-Row Card, Bing Map, Bar Chart, Line Chart, Matrix, Donut Chart visuals
  • Set Conditional Formatting Data Bars
  • Size, Align and Distribute visuals
  • Create a Top and Bottom N KPI
  • Edit Interactions for cross filters

Keep tuned for the next video and learn how to refresh the report with new data

You can download the files here:

  1. Link to GitHub: https://github.com/Bordalos/Power-BI/
  2. Link to OneDrive: https://1drv.ms/u/s!At1CSmc…

And access the online dashboard here

How to install Power BI

Installing Power BI Desktop is really simple and it’s FREE . Just go to https://powerbi.microsoft.com/en-us/get-started and download the latest version to your machine. Run the executable and boom 2. You are now empowered to create your own amazing reports.

The PBI desktop will be from now on your best companion and soon you won’t be using any other toll to do your analysis.

In more than 95% of the times you will already have a MS Office license in your Organization. Although if that’s not the case and you don’t have one licence you can sign up Office 365 for a 1 month trial.

Note: You will need to have a work or school email account to sign in into the Power BI Service or Power BI Mobile. More on that later. For now I suggest you start to discover the possibilities of the desktop version.

Sales KPI in one page

Sales KPI in one page

Here just an example of one page dashboard containing lots of information.
With Power BI it’s really quick and easy to create impressive presentations for that last-minute meeting with your client or boss. Yes, we all have been in that situation more often than we would like . Is exactly in that moments that PBI excels from the other BI and Analytics tools.

The agility you can build a report from the most untidy dataset, is not only going to save you lots of stress but also make you outstanding.

Check out the video series How to create a Power BI Report and Get the Power!