MSPowerBI

Information

• extension for local saves is *.pbix

Concepts

• 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.

Power Query

Eine Power Query benutzerdefinierte Funktion ist eine Zuordnung aus einem Satz von Eingabewerten zu einem einzelnen Ausgabewert und wird aus nativen M-Funktionen und -Operatoren erstellt.

Views

• 
  • Report View (Berichtsansicht)
  • Data View (Datenansicht)
  • Relationship View (Beziehungsansicht)

Ressources

• Beginners Tutorial
• examples for data manipulation at import
• irregular hierachies e.g. for org model

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

Delete Columns

• delete columns not needed by right click -> delete

Add Columns

• 
• example

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

• 

Not summing up a column like personnel number

• 

Error Handling

• example see here

Export Data to Excel

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

Visuals

Slicer

• 
• Selection Behavior

English/German

Slicer	Datenschnitt
E1	G1
E2	G2