MSPowerBI

Information

• extension for local saves is *.pbix

Concepts

• What is Power BI
• https://docs.microsoft.com/de-de/power-bi/guidance/star-schema
• There are three different options on how your data should be treated: Import, DirectQuery, or Live Connection. This section will focus specifically on the Import option.

Relationsships

Import aspects are:

• Auto-detected relationships
• There may be only one active relationship between two tables
• There may be an unlimited number of in-active relationships between two tables
• Relationships may only be built on a single column, not multiple columns
• Relationships automatically filter from the one side of the relationship to the many side Relationships cannot be built directly between tables that have a many-to-many relationship
• Cross-Filtering means a filter from a 1-to-many and many-to-1 relationship like filter on one dimension table to filter another dimension table via a fact table

The arrows defines the direction of filtering:

Hierachies

• https://radacad.com/what-a-power-bi-hierarchy-is-and-how-to-use-it

Modelling Organizational Hierachies

• https://ssbi-blog.de/blog/business-topics/wie-du-unregelmaessige-hierarchien-in-power-bi-und-power-pivot-nutzen-solltest/ fixed number of levels
• https://www.daxpatterns.com/parent-child-hierarchies/
• https://radacad.com/parsing-organizational-hierarchy-or-chart-of-accounts-in-power-bi-with-parent-child-functions-in-dax with two columns representing a parent relationship
• https://radacad.com/removing-blanks-from-organizational-ragged-hierarchy-in-power-bi-matrix-visual
• https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi

Calculated Columns

• 

ES Activity Order = RELATED('ES Activity Order'[ES Activity Order])

Measures

DAX Studio

• https://towardsdatascience.com/handling-blank-in-power-bi-90eed948d042

Data Types

• In PowerBI there are data types and data formats
  • Dates
  • Numbers
    • Whole Numbers
    • Fixed Decimals
    • Decimal Numbers (most commonly used)
  • Text

Operation

Import Data from Excel

General Information

Power Query Editor always works with a preview of the data, to make the development process fast. When you load the data in Power BI, transformations will be applied on the entire dataset. Hence errors might have not been identified before the full import of data.

Steps

Define Import

• select import and file
• select transform (not load)

Delete Rows e.g. Header

• delete rows above headers (e.g. filter sums) by
• set first row as header line by

Add Columns

• see https://docs.microsoft.com/de-de/power-bi/transform-model/desktop-tutorial-create-calculated-columns
• 
• example

= Table.AddColumn(#"Geänderter Typ", "Charge Fact", each if Value.Is([#"Chargeability (FTE)#(lf)"], type number) then [#"Chargeability (FTE)#(lf)"] else 1)

= Table.AddColumn(#"Geänderter Typ2", "Activity Type", each if [#"Partner-PSP-Element"] = "9914.P10048.004" then "ES Admin" else if [#"Partner-PSP-Element"] = "9914.P10048.005" then "ES Training" else if [#"Partner-PSP-Element"] = "9914.P10048.006" then "ES Relationship Management" else "tbd")

= Table.AddColumn(#"Renamed Columns1", "Initials", each Text.Start([First Name], 1) & Text.Start([Last Name], 1))

Delete Rows

• filter specific value (click to right down arrow in the column header and define the filter)

N charactors from left

• 
• next step delete the rows to the right
• rename column to the original name (w/o .1 suffix)

Adjust Query

• Show Query Settings File:Screenshot 2024-04-21 151120.png
• 

Not summing up a column like personnel number

• 

Error Handling

• example see here
• remove all rows with an error in one column
• remove all rows with an error in any column
• replace errors in one column -> Replace Errors

Export Data to Excel

• move or right click in header
• select dots
• select export data

Relationsships

Change Default Summarization

• 

Visuals

General Properties

• border

Filter on Visuals

• https://www.youtube.com/watch?v=8y4yjPYe4-8

Show Selection Pane for Grouping

• 
• you need to select at least 2 visuals to have the context menu 'group'
• to avoid overlapping visuals put them in different groups

Sorting according to Values

• Enter Data and give the table a name
  • if needed edit the data by which opens Power Query
  • select
  • creating columns and enter data
• Create Relationship
• Create new Sort Column with e.g.

ES Activity Order = RELATED(ES_Activity_Order[ES Activity Order])

• set this column as sort column by

Slicer

• 
• Selection Behavior

Matrix

• is neary the same as pivot
• https://www.goodly.co.in/create-pivot-table-in-power-bi/
• grand total and subtotals

Mulit-Row Card

• Title On/Off: caption of multi-row card on top
• Visual Data -> Fields -> Right Click -> Rename for this visual: text below number
• Visual Data -> Category Label On/Off: show text below number
• Visual Data -> Category Label: format of text below number

Pie Chart

• sequence of fields defines the position, starts at 00:00
• Format -> Visual -> Legend -> Position
• Format -> Visual -> Slices -> Colors

Single Card

• 'Collout value' -> Font: size of number
• 'Category label' on/off: text below number
• 'Title': text above number

Stacked Bar Chart

• figures in bar by switching on 'data label'
• bar char width by spacing -> Inner Padding
• colors

100% Stacked Column Chart

• zoom slider

Stacked Column Chart

• show 0 values

Show Duplicates

• https://www.goodly.co.in/find-duplicate-values-dimension-table-powerbi/
• 

Projects

ES KPI Reporting

• Table for Activity Sorting: Report View -> Enter Data -> ... and edit it via these steps

English/German

Slicer	Datenschnitt
E1	G1
E2	G2