Tag Archives: Power Pivot

  • Power BI 101 for an Excel User: Read this before you use Power BI

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    For the better part of the last 2 years, I’ve been most of my time working “on the field” getting to know each and every user persona of Power Pivot, Power Query and Power BI in general.

    This is one of the reasons why I didn’t post that much during the 2016-2018 period. I did a full research on my own to better understand the user personas, what their pain points are and how to better reach these with techniques and patterns that are applicable to them.

    I’ve learned a lot from these people and one of the main situations that most new Power BI users that come from Excel face is the fact that they try to tackle their scenarios the same way that they would tackle them inside of Excel, which usually prevents them from taking the full advantage of what Power BI has to offer and at times it makes them waste way too much time in their initial steps because of preconceived ideas.

    In this post I’d like to talk about the main scenario that I see and it has to do with overusing DAX for any situation that you can think of, why this happens and start the conversation on how you can avoid placing yourself or any of your colleagues in this position so you can fully take advantage of what Power BI has to offer which goes beyond just DAX.

  • Relative Date Filters in Power BI / DAX / Power Query

    A few years ago (in march of 2013!), I wrote a guest blog post on Rob’s blog (PowerPivotPro) on how to do relative date filters. The title of that post was “how to always show Yesterday, Today, or Tomorrow’s Data”  with DAX in PowerPivot back in Excel. The post tried to address the issue that […]

  • The most important thing to learn when using Power BI

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    You’ve started OR you’re in the middle of your Power BI journey and you’re confused as to where you should allocate your learning time and efforts

    Should it be DAX? Understanding the visualizations? the M language? Power Query? Power Pivot?

    SOOOO many keywords that appear when doing a simple online search, but WHAT is the core of everything inside of Power BI?

    This article covers my thoughts on where you should primarily focus your efforts when learning Power BI – let’s find out what is the HEART of Power BI.

    After spending more than 6 years using the toolset and going through various iterations and stages of what we now know as Power BI, these are my own thoughts and what I’ve found works best for the people that I’ve trained over the years.

  • New and First Forum for Power BI, Power Pivot and Power Query in Spanish

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  • Comparing Similar Products (Movies) with Power BI

    Back Story: Back in the day, I used to work for this company with a truly all-star / amazing team. We were all part of this company called 20Th Century Fox, and we were in charge of the Theatrical distribution of films in Central America.

    Business Intelligence wasn’t a standard in the industry – at least not how we know BI nowadays, and I was the main person leading the charge of using BI tools to analyze the sales aspect of the business – specifically the Box Office. And that’s how I found PowerPivot (without the spaces back then) and the DAX language. I went deep into it and even took the online Power Pivot Workshop that Marco & Alberto used to deliver back in December of 2011 .

    I was able to implement a WHOLE bunch of reports, analysis and dashboards thanks to Power Pivot, but one thing that I couldn’t implement back then (because I started the journey with my own company), was a Comparison of “Similar” movies for the release planning of an upcoming movie.

    See…before a film gets to a certain theater / cinema / studio / location, it has to go through a certain planning phase. It starts with an estimate on how much that movie might be able to make, but….how can we tell?

    Well, you had a few options, but in the end it was all a manual approach where you’d need to think about what movies might be similar to this one (from every single perspective that you can imagine). Then you’d go through the system and search for every single similar movie one by one so you can grab what was the total gross revenue for each.

    What if…you had a table for all the similar movies (usually called Comps) and you could simply select the Movie that you’re interested in and it’ll display all of the Comps?

    Of course, this doesn’t only apply to movies, but to any product / service that you’d like to compare against similar products.

    This is where this blog post comes in!

  • New videos about Power BI

    I recently received an invitation to join the Power BI preview and of course that I had to share something with everyone Sonrisa

    So…here you’ll find 2 videos about Power BI. Don’t worry, there are more to come so stay tuned for more information about the BI solution that will truly change the life of all the excel super heroes.