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How to Make Enterprise Dashboards in Excel

Carmel Shows a Finished Enterprise Dashboard Made in Excel

Carmel Gunn is a Data Management Specialist from Prodata. Let her show you Excel as an enterprise-grade BI client in this short video, in which she builds a fully fledged enterprise dashboard—in under 30 minutes!—and then shares it with others, even on mobile devices, such as an iPad, iPhone, Android, or a Surface.

Presentations (PPTs)

Over 50 of the popular PPTs (not PDFs) on: Artificial Intelligence, Azure ML, Azure AI (incl Cognitive Services and Bots), Data Science, Power BI, Microsoft R and ML Servers, R in general, and advanced analytics. Includes Microsoft Ignite, Data Science Summit and the Advanced Analytics and Data Science Roadshows, as well as various keynotes and roadshows focused on the future of data and databases from global conferences from this and the past years are available here.

DAX: Calculated Columns vs. Measures

DAX Formula for Classifying Data Using a Calculated Column

Learn the difference between calculated columns and measures in Data Analysis Expression (DAX) in this free, 10-minute video by Marco Russo, a well-known book author on the subject. Calculated columns are calculated row-by-row when the content of a table is refreshed, whereas measures are computed at query time, by aggregating rows. However, they have different uses, including filtering or classifying data, so you often need to make a trade-off between purpose and performance.

Introduction to Data Mining with Microsoft SQL Server

If you ever wanted to learn data mining, and predictive analyticss, start right here! Microsoft SQL Server comes with easy-to-use data mining tools, requiring very little formal knowledge of the subject to get started. This free data mining video tutorial is the first module, in this series, dedicated to explaining how to perform advanced analytics of your own data. In this video we explain: what is data mining, why would you use it, and how it is related to Big Data analytics, and we illustrate it with two short demos, showing Outlier Detection and Market Basket Analysis.

DAX in Action!

DAX Formula for Counting New Customers Using CALCULATE, FILTER, and COUNTROWS

See the power of Data Analysis Expression (DAX) language in BI Semantic Model (BISM) with PowerPivot and SQL Server Data Tools (SSDT) in this free, 20-minute video by Alberto Ferrari. In the demo shown in this video we create a simple data model, based on the AdventureWorks sample database. We show you how to write a challenging formula: counting how many new and returning customers make a purchase every month. If you would like to gain DAX skills, this video, first one in our series focusing on DAX, shows you what could be accomplished without even having to change the model of your data.

What Are Decision Trees?

What are Decision Trees?

A decision tree is a tree of nodes. Each node represents an input value that makes the most profound difference to an output that you wish to study. This free 10-minute video by Rafal introduces this powerful analytical tool, and explains the concepts while analysing simple retail data in a demo.

DAX: The CALCULATE Function

DAX: CALCULATE Function with ALL and FILTER

CALCULATE is the most important function in Data Analysis Expression (DAX) because it allows you to manipulate filter context, which is necessary for building real-world calculations. Let Marco Russo explain it to you in this 47-minute video tutorial that contains 5 detailed demos. You will learn: when to use CALCULATE, its syntax, how to manipulate filters at column granularity level, and how to transform a row context into a filter context. Learning these concepts will enable you to write advanced calculations in DAX, and it will make following the remaining modules of our DAX video series easier.

Querying with DAX

Querying with Data Analysis Expressions using DAX Studio by Marco Russo

Data Analysis Expressions (DAX) is useful for querying data, in addition to its more common use for defining measures and calculated columns in PowerPivot or tabular models. Marco Russo explains the tools, including DAX Studio, and the syntax necessary for writing DAX queries in this 46-minute video, containing 7 detailed demos, part of our series on DAX. You will learn about the EVALUATE statement, how to control projection of data by using ADDCOLUMNS and SUMMARIZE functions, how to use the ROW function to test new measures for your data model, and how to use DAX measures within MDX queries. By learning these concepts you will be able to use DAX queries as a data source for your reports, and for Excel tables.

Geospatial Data Exploration with Excel Power View and SharePoint

Bing Map Showing Data from Excel Using Power View

Create zoomable world maps that show your data using Power View in Excel 2013, and Bing! Rafal also shows geospatial aggregations, and a SharePoint dashboard with an animated bubble chart, in this free, 16-minute video.

Introduction to SQL Server 2012 Business Intelligence (Video)

Big Data

In this first, 45-minute module of our training course introducing Microsoft Business Intelligence technologies, we focus on Microsoft SQL Server 2012. The main objective of this video is to introduce the big picture of Microsoft’s data platform engine, released in 2012. This module discusses its 10 key BI innovations: BI Semantic Model (BISM), Analysis Services Tabular Mode, PowerPivot for SQL Server 2012, Power View, Self-Service Data Alerts, Big Data and Apache Hadoop integration, Columnstore Indexes (xVelocity for Data Warehousing), Spatial Data, Unstructured Data, and, briefly, Data Quality Services. Through a number of slides, graphics, and a short demo showing Power View in PowerPoint, you will learn how to take advantage of the newest abilities of SQL Server in your own BI projects. If you would like to deepen your skills, make sure you also watch the remaining modules in this series, which focus on: the new release of PowerPivot for SQL Server 2012, Power View, and the BI Semantic Model and Analysis Services Tabular Mode.

Data Mining Concepts and Tools

This 50-minute video introduces the fundamental concepts of Data Mining, a powerful analytical technology. You will learn about the process of data mining and the SQL Server Analysis Services (SSAS) Data Mining architecture, and its key concepts, including: Cases, representing your data, Mining Structures, used to describe Cases, Mining Models, and Mining Algorithms, which extract patterns hiding in your data. We briefly introduce 9 of the Microsoft data mining algorithms: Naïve Bayes, Clustering, Decision Trees, Association Rules, Sequence Clustering, Neural Networks, Logistics Regression, Linear Regression, and Time Series. You will also learn about Column Content and Data Types, Discretization, and data Distributions, as you follow the module and the 5 demos shown in it.

Introduction to DAX in Excel

Using Aggregation Iterators (SUMX) to Calculate Gross Profit Margins

Introduce yourself to Data Analysis Expression (DAX) by learning the syntax and the fundamental functions of this language in this 40-minute video by Marco Russo and Alberto Ferrari, world-known SSAS experts. DAX is the language used to define calculation expressions in PowerPivot. It works in Excel 2010, and it is in the core of Excel 2013. DAX is also the programming language for Microsoft SQL Server Analysis Services Tabular Models. It has a simple syntax that will be instantly familiar to Excel users, because it replicates Excel syntax wherever possible. Nevertheless, DAX also introduces many new functions, in order to express tabular and columnar concepts, which are not part of Excel workbooks—Excel is focused on cells and ranges, while DAX focuses on entire columns and tables. By watching this video, which includes 9 demos, you will become familiar with the basic syntax of DAX, and you will be ready to write your first calculations.

Books about BI

This article lists books about BI, Statistics, Data Warehousing and Management, which we recommend in conjunction with our courses and seminars.

What is Power Query?

Chris Webb Introduces Power Query

This short, free, 15-minute video by Chris Webb introduces Microsoft Power Query and its key functionality: data extraction from different sources, cleansing, transformation, aggregation, and loading of the results.

Why Cluster and Segment Data?

Cluster-based data segmentation

Clustering is a popular data mining technique, often used for segmentation. Rafal introduces it in this short video, focusing on the reasons why it is useful for finding non-traditional segments. In the demo, you will see a clustering model, and we will use it to categorise new data in Excel.

Data Mining Model Building, Testing and Predicting with Microsoft SQL Server and Excel

Data Mining Model Building, Testing, and Predicting  Microsoft SQL Server

This 1-hour-20-minute video discusses the entire lifecycle of a Data Mining Model. You will learn how to build models and mining structures, starting by creating a Data Source and Data Source View, how to train it with your data, and how to view the results. Most importantly, you will also understand how to verify a model's validity, by applying tests of accuracy, reliability, and usefulness. You will understand, and you will also see being used, such key verification techniques as: a Lift Chart, Profit Chart, Classification Matrix, and Cross Validation. Finally, you will see how to predict unknown outcomes using your model. Not only will you hear in-depth explanations, but you will also see 11 live demos, showing you all the aspects of working with Data Mining Models, including using SQL Server Data Tools (SSDT), and Microsoft Excel, for predicting (scoring) sales to future, potential customers, based on their demographic characteristics, and their shopping habits, just discovered using a Decision Tree, and a simple mining model.

DAX Evaluation Context

FILTER and ALL DAX Function for Context Manipulation

Evaluation Context is fundamental to understanding the behavior of DAX. Marco Russo explains: row and filter contexts, their propagation through relationships, and manipulation using: FILTER, ALL, EARLIER, VALUES, RELATED, and RELATEDTABLE functions in this 50-minute video that contains 8 detailed demos. Learning these concepts will enable you to write correctly functioning formulas, and it will prepare you to fully understand CALCULATE, the most important function in Data Analysis Expressions, as well as the remaining modules of our DAX video series.

Multidimensional Analysis with Microsoft Excel and SQL Server

Multidimensional Analysis with Microsoft Excel and SQL Server

For most people, the easiest tool for opening and navigating a multidimensional (OLAP) cube is Microsoft Excel. In this short demo you can also see how to perform basic slice-and-dice analysis, drill into and filter using dimensions, and summarise trends with a sparkline.

Predictive Analysis with Microsoft SQL Server & Excel

Market Basket Analysis Using Microsoft SQL Server 2008 R2 and Excel

Predictive Analysis is an advanced form of Business Intelligence, which uses Data Mining. In this short demo you will see how Microsoft Excel makes it easy to use.

Introduction to PowerPivot for SQL Server 2012

The second module in this online training course, offers a 1 hour introduction to PowerPivot for SQL Server 2012, sometimes referred to as PowerPivot “2”. This module is of importance to those who need to model tabular data for analytics, or who simply want to explore a data set, before making a decision if it is worthwhile analysing it further. Also, if you plan on learning about BI Semantic Model, you need to know about PowerPivot “2”, as Tabular Mode of SSAS, and BI Semantic Model, make extensive use of the new PowerPivot features, extending them to enterprise needs. This module is presented as a series of slides, graphics, discussions, and 15 demos, recorded in high-resolution, so that you can follow the steps yourself.

Microsoft Business Analytics with Office 2013, SharePoint 2013 and SQL Server 2012

Microsoft Business Analytics with Office 2013, SharePoint Server 2013, and SQL Server 2012

Microsoft Business Analytics combines Business Intelligence with Data Warehousing and Big Data Analytics. This 1-hour 20-minute video by Rafal Lukawiecki introduces this concept by showing you how real-world analytics, created by a power user in Excel 2013, can be shared with others in a company, using SharePoint Server 2013, and subsequently scaled-up to the needs of an enterprise, by means of a SQL Server 2012 SP1 Analysis Services Tabular Model. Rafal covers the entire subject broadly, showing you some of the new Excel and SharePoint 2013 BI features, such as: the new Power View, Interactive Geospatial Maps, Data Models, Quick Explore, Timelines, and many more, in an extensive, 9-part, 55-minute, high-def demo, focusing on the enterprise lifecycle of user-created analytics, which forms the core of this video tutorial.

How to Calculate with Hierarchies in DAX?

Marco shows an example of the use of hierarchies, to calculate Ratio-to-total, in DAX

Learn how to calculate hierarchical ratio-to-parent measures in DAX, and how to use them in pivot tables, with Marco Russo, BI expert from sqlbi.com.

DAX Time Intelligence

Time Intelligence Semi-Additive Measures in DAX

Time Intelligence is a set of techniques for performing time and date-based calculations. It covers a broad set of calculations needed for business reporting. Let Alberto Ferrari, book author and a renowned Data Analysis Expressions expert, show you an in-depth tour of these functions, in this 1-hour video that contains 6 detailed, hi-def demos. You will learn about: calendar tables, time-based role dimensions, TOTALYTD, TOTALQTD, TOTALMTD, and the CALCULATE function used with time-oriented, predefined and custom filters, and dealing with semi-additive measures, including last-day, or last-non-empty aggregations.

What is Time Intelligence?

TOTALYTD DAX Time Intelligence Function

Time Intelligence means doing calculations over periods of time or dates. Let Alberto Ferrari show you how to use TOTALYTD to compute Total Sales Year-to-Date in Excel in this 2-min video.

Many-to-many Relationships in DAX

Alberto shows DAX formula for handling a many-to-many relationship

Learn how to use many-to-many relationships in DAX by applying formulas which correctly handle filter context propagation over relationships in this short, 3-minute video by Alberto Ferrari.

Hierarchies in DAX

Marco Russo explains Parent/Child Hierarchies in DAX

Hierarchies, including parent-child ones, can be created using a combination of a few DAX formulas and a data model in Power Pivot or SSAS Tabular. Marco Russo, BI expert from sqlbi.com, shows you how to work with them in this 55-minute video. Well-implemented hierarchies can greatly enhance navigation and usability, so learn how to implement their calculation logic by watching this demo-rich tutorial.

Decision Trees in Depth

Microsoft Decision Trees

Decision Trees are the most useful Microsoft data mining technique: they are easy to use, simple to interpret, and they work fast, even on very large data sets. At heart, a decision tree is just a tree of nodes. Each node represents a logical decision, which you can just think of as a choice of a value of one of your inputs that would make the most profound difference to the output that you wish to study. This almost 2-hour, in-depth video by Rafal starts with an explanation of the three key uses of decision trees, which are: data classification, regression, and associative analysis, and then takes you on a comprehensive tour of this data mining algorithm, covering it in slides and detailed, hi-def demos, which you can follow. Once you try a decision tree a few times, you will realise how easy, and useful they are to help you understand any sets of data.

What is Microsoft Power BI?

Rafal shows Power BI Q&A

This short 15-min video shows how Excel and Power BI make advanced analytics fast, visually pleasing—and easy, by understanding human questions about your data. You will even see it work on an iPad!

Excel BI: Basic Concepts

Basic Excel Business Intelligence Concepts: Measures, Attributes, Dimensions, Hierarchies

Carmel Gunn, a Data Management Specialist from Prodata introduces fundamental concepts of Excel BI: measures, dimensions, attributes, and hierarchies, while explaining how to use them in your pivot tables. In the extensive, 30-min demo, you will also learn about the layout of the Excel BI tools, including the Pivot Table Fields List and its Fields Section, the Design ribbon, and even how to add a new calculated measure.

Self-Service Data Mash-ups with Microsoft PowerPivot and SharePoint Server

Creating a Relationship Using Microsoft PowerPivot

This video shows data being mashed-up from multiple sources using Microsoft PowerPivot and DAX, all by the end user, in a self-service way.

DAX Patterns: Banding, New vs Old, Many-to-many

Alberto Ferrari Explains Many-to-many DAX Pattern

Alberto Ferrari, BI expert from sqlbi.com shows how to solve common business patterns using the DAX language in this 50-minute, demo-focused video. Patterns are useful for two reasons: they let you learn advanced DAX techniques and, by adapting their code to your needs, you can use them as a quick recipe for your own scenarios. This video discusses banding, computing new vs old metrics, and many-to-many relationship patterns.

DAX AW Sample Data Set

If you would like to follow Marco and Alberto’s demos, you will find it easier if you use the same data as they do in the video. This workbook already contains calculated columns and measures created in the video. You can create new ones or remove the existing ones and creating the same ones as you have seen in the video. We offer this workbook as a free bonus for Full Access Members who are following our DAX online course.

Introducing Microsoft Power BI

Rafal introduces the components of Power BI and Excel BI

Let Rafal introduce all the key components of Microsoft Power BI in this in-depth, demo-rich 1-hour 15-minute video. You will learn about the key Power BI Sites feature and the amazing Q&A for natural language queries, and also about the cornerstone of this technology: Power Query, Power Pivot, Power View, and Power Map in Excel.

Power Query Fundamentals

Chris Webb explains Power Query query editing steps

Let Chris Webb introduce the fundamentals of Power Query: connecting, transforming, and loading of the results, in this detailed, demo-driven, hands-on 45-minute video, which focuses on the Query Editor in Power Query.

Irish Economic Crisis Visualised in Power BI

Where Did Ireland Get The Money From?

Carmel Gunn and Bob Duffy explore the Irish Economic Crisis using Power Query, Power Map, Power View and Q&A in this 40-min video. Could Power BI prevent a small country run a shocking €200bn debt?

Selecting, Filtering, and Sorting Data in Excel

Selecting, Sorting, and Filtering Data with Excel BI

There are many ways to select data in Excel: basic and advanced filtering, range selections, pivot table filtering, date and context filtering, sorting, ranking, grouping, slicing (including timelines), creating user-defined sets, and advanced data navigation. If you want to do things faster and better in Excel, make sure you become proficient with all the different ways of selecting data by watching this in-depth, 48-minute video tutorial by Carmel Gunn, Data Specialist from Prodata, and follow her many hands-on demos.

Power View in Depth

Ben Watt explains how to build enterprise dashboards using Power View in Excel

Following from his quick intro to Power View, Ben Watt presents a 50-minute in-depth tutorial leading you through all of the features of this data exploration and reporting tool. You will learn how to connect to data, use filters, all of the visualisations, how to format maps and how to share your reports using Power BI.

Data Model for Irish Economic Crisis Video

You can examine the crisis line and other economy metrics discussed in Bob and Carmel’s Irish Economic Crisis Visualised in Power BI video using the these two Excel 2013 workbooks. One contains the full data models with all the relationships and most source data, DAX calculations and Power View visualisations, while the other one has been optimised to work well with the Power BI Q&A feature, making good use of its synonyms feature. We offer these workbooks for Full Access Members only.

Power View Excel Demo Worksheet

If you would like to use the same Excel worksheet as the one shown in Ben’s Power View videos, please get it here. It is available for Full Acess Members.

Power BI Desktop vs Excel

Once you have loaded data into Power BI and modelled it, it is time to build reports. Power BI Desktop is the obvious choice, but you can also use Excel. Power BI Desktop is the best choice when you want to build eye-catching reports, reports that work well on mobile devices, and reports with a somewhat static structure. Excel is the best choice when you just want to explore data, or if you want to build financial-style reports.

Building Reports in Excel

There are two ways to connect Excel on the desktop up to data stored in Power BI: you can use the Analyse in Excel feature that was shown in an earlier section, or you can use the Power BI Publisher for Excel add-in which is probably easier to use for most users. Once you have created the connection you can use an Excel PivotTable to browse data in Power BI.

Power BI Desktop vs Excel

Power BI Desktop vs Excel

Once you have loaded data into Power BI and modelled it, it is time to build reports. Power BI Desktop is the obvious choice, but you can also use Excel. This video explains both approaches.

Building Reports in Excel

Building Reports in Excel

This video shows the Power BI Publisher for Excel add-in to connect Excel on the desktop to data stored in Power BI, and the Excel Cube Formulas, which are more suited for highly-structured reports.

Online Courses