Finance View: Create ‘Quarters’ & ‘YTD/YTG’ Slicers

18.1: Final Quiz Mandatory

19.1: Transition to Online Credibility, Project Portfolio, and Resume

Dhaval Patel

Data Entrepreneur | YouTuber | Ex - Bloomberg, Nvidia

I have 17 years of experience in Programming and Data Science working for big tech companies like NVIDIA and Bloomberg. I also run a famous YouTube channel called Codebasics where I pursue my passion for teaching. Codebasics is one of the top channels on YouTube when it comes to data science, machine learning, data structures, etc. I firmly believe that “Anyone can code” and I use analogies, simple explanations, and step-by-step storytelling to explain difficult concepts in such a way that even a high school student can understand them easily.

Hemanand Vadivel

Ex- Data Analytics Manager, 8+ Years in Europe, Microsoft Certified, Certified Supply Chain Professional

I’m a mechanical engineer who transitioned to a full time Data & Analytics manager in the UK & Germany by teaching myself Power BI, excel & anything else that was required to solve the problem. I have worked with complex data across Supply Chain, Sales, Marketing, Revenue Management, Finance and HR functions over the last 8 years to deliver effective solutions. To me, Analytics is an extra sensory organ that anyone can develop to become a superhuman at work. I have conducted several workshops and internal training to help non-technical people to become superhuman at work and now, really excited for this opportunity to share all that knowledge with you in this course.

Finance View: Create ‘Quarters’ & ‘YTD/YTG’ Slicers

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Contents

1: Welcome to the Power BI Experience

1.1: Welcome to Power BI 2.0

1.2: How Learning Power BI Can Help You in Your Career?

2: Power BI Basics: Getting Started NEW

2.1: Install Power BI

2.2: Power BI: Tool Introduction

2.3: Power Query: Intro & Column Transformations

2.4: Power Query: Merging and Appending

2.5: Power Query: Best Practices

2.6: Introduction to DAX

2.7: Introduction to DAX - II

2.8: Introduction to Data Modeling

2.9: Introduction to Creating Visuals

2.10: Tony asks Peter to Fix Data Holes

2.11: Practice Exercise

2.12: Chapter Summary

2.13: Quiz

3: Project Planning and Scoping

3.1: Problem Statement

3.2: The Email that Started this Project

3.3: Project Kick-off Meeting

3.4: Learn how a ‘Project Charter’ is Used in Companies

3.5: Project Kick-off: Session Debrief

3.6: Senior Data Analyst Sets Up the Next Steps with Junior Data Analyst NEW

3.7: Simplified: Profit and Loss Statement

3.8: Chapter Summary

3.9: Quiz

4: Power BI Basics: Data collection, Exploration & Validation

4.1: Simplified: Data Warehouse, OLTP vs OLAP, Data Catalog

4.2: Install MySQL and Import Data

4.3: Simplified: Data Exploration Using SQL, Star Schema, Fact vs Dimension Tables

4.4: Load and connect data with MySQL

4.5: Create a Date Dimension Table

4.6: Validate Data against Benchmark Numbers

4.7: Tony’s Valuable Advise to Peter NEW

4.8: Practice Exercise

4.9: Chapter Summary

4.10: Quiz

5: Power BI Basics: Data Transformation in Power Query

5.1: Review Finance View Mockups

5.2: How to Enhance your Mockups

5.3: Transform Data in Power Query Editor

5.4: Create Calculated Columns in Power Query Editor

5.5: Power Query Best Practices

5.6: Peter Gets His Hands Dirty NEW

5.7: Practice Exercise NEW

5.8: Chapter Summary

5.9: Quiz

6: Get Your DAX Fear Removed NEW

6.1: Peter's Fear for DAX

6.2: DAX Behaviour: Filter Context

6.3: DAX: Using Calculate to Change Filter Context

6.4: All and ALLEXCEPT

6.5: Direct Filters and FILTER Function

6.6: DAX Calculated Column

6.7: Practice Exercise

6.8: Chapter Summary

6.9: Quiz

7: Power BI Advanced: Data Modeling & Calculated Columns

7.1: Power Query or DAX for Generating Calculated Columns?

7.2: Data Modelling: Star and Snowflake Schema

7.3: Data Modeling: Connect Dimensions with Fact Tables

7.4: Simplified: Why Do We Need Dimension Tables?

7.5: Mentor Talk: Congratulations! You are Levelling Up!

7.6: Create Calculated Columns Using DAX

7.7: Easy Way to Verify Your Numbers in Power BI

7.8: Assignment: Optimize Report and Reduce File Size by 25 %

7.9: I Need a Favour

7.10: Chapter Summary

7.11: Quiz

8: Power BI Advanced: Build Finance View

8.1: Finance View: Prepare a List of Metrics

8.2: Simplified: Calculate Function & Filter Context

8.3: Finance View: Creating Metrics

8.4: Finance View: Create P&L Table Structure

8.5: Finance View: Create Last Year (LY) Column

8.6: Finance View: Build an Ultimate DAX Measure for P & L Table Structure - I

8.7: Finance View: Build an Ultimate DAX Measure for P & L Table Structure - II

8.8: Finance View: Create ‘Quarters’ & ‘YTD/YTG’ Slicers