A sales manager once sent me a screenshot of a Power BI report showing $696 million in revenue. The company sells about $720 thousand a year. The measure multiplied total quantity by total price, and that one wrong function choice inflated the number almost a thousand times. SUM and SUMX look similar, but they work … Read more >>>
Your sales data is split across three tables: online orders, in-store orders, and wholesale orders. You want one table so you can build a single report. In Power BI, that’s called appending: stacking the rows of one table under another. In this guide, you’ll learn how to append tables in Power BI using Power Query’s … Read more >>>
A regional manager once looked at a report I’d built and asked, quite reasonably, where the North region had gone. The table of sales by region listed nine regions, but the company had twelve. Nothing was broken: North, along with two other regions, simply hadn’t sold anything that quarter, and Power BI leaves out groups … Read more >>>
If your DAX time intelligence formulas, such as TOTALYTD, SAMEPERIODLASTYEAR, or DATEADD, return blanks or incorrect values, a missing or poorly configured date table is almost always the cause. I’ve seen this trip up analysts at every level, from beginners building their first sales report to experienced modelers working with complex multi-table models. In this … Read more >>>
A client asked me to clean up a Power BI matrix: they wanted the subtotals gone but the column grand total kept. If you’re wondering how to turn off the grand total in a Power BI matrix, or keep it and hide only the subtotals, it comes down to two settings in the Format pane. … Read more >>>
I built a client a sales matrix with products in the rows and months across the top. The numbers were right, but the months read Apr, Aug, Dec, Feb. The client’s first question was how to sort columns in the Power BI matrix so January came first, and the second was how to show the … Read more >>>
In my previous tutorial, we saw how to work with table visuals in Power BI. In this tutorial, I will show you how to format a table in Power BI with various examples, including conditional formatting. You will learn here about the following formatting options. Apply Formatting to a Power BI Table visual Let’s explore … Read more >>>
Power BI doesn’t have a “default value” box for slicers. That surprises almost everyone, because the first thing a report owner asks for is “open the report on this month” or “always start on the West region”. There are reliable ways to get the same result, though. In this tutorial, I’ll show you six of … Read more >>>
On one of my first Power BI projects, the report page had six slicers stacked down the left side, each one a long list of checkboxes. Users had to scroll just to find the chart they were filtering. Switching those slicers to dropdowns freed up half the page and made the report far easier to … Read more >>>
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