Movers And Fakers: Spotting Outlier Performance In Power Pivot / Power BI

Movers and Fakers: Spotting Outlier Performance in Power Pivot / Power BI

Out of 407 Total Combinations of Subcategory and Region, These 8 Stand Out This Month (These 8 Combinations Differed GREATLY from their Respective 12-month Averages) A Post Long in the Thinking: Formulas that “Scan” (What’s this, you say?  An actual “how-to” post from Rob?  Well YEAH, it was about time!) DAX is fantastic at calculating numbers for us, and producing metrics that drop jaws all over the world.  It is, quite simply, The Best Thing Ever.  You want an all-up…

Read the Rest
Trending And Smoothing At PASS BA Conference 2016

Trending and Smoothing at PASS BA Conference 2016

Level: Intermediate Last week I attended the 2016 PASS Business Analytics Conference in San Jose.  I attended my first BA Conference last year and had a blast - this year was equally as good.   However I had a really interesting week in the lead up to this year’s conference.  As you may have read last week, Rob had a mishap a couple of weeks ago that has left him less mobile than he would like.  Seriously, I have seen the…

Read the Rest
Year To Date In Previous/Prior Year

Year to Date in Previous/Prior Year

YTD is easy with “standard” calendars, but the previous year’s equivalent is a non-obvious formula. Back in the Saddle! What’s this, you say??  Yeah, it’s Rob, and I’m here with an actual formula post!  Woo woo!  Starting the year off right, as they say. We’ve got a lot going on early this year, so expect to see a number of announcements and reminders in the coming weeks (one of which later THIS week, and it’s super exciting for me at…

Read the Rest
Restructure Your Data Table For Improved Compression

Restructure Your Data Table for Improved Compression

I was relaxing during my vacation thinking some more about column compression in Power Pivot.  One of the main things to know about compression is that a high level of cardinality is your main enemy (ie a large number of unique values will mean poor compression).  I started to think about how I could reduce the cardinality of one or more columns in a large data table I use for a client.  This blog covers the process I went through…

Read the Rest
Break Your DAX Problem Into Manageable Parts

Break your DAX Problem into Manageable Parts

One of the concepts I discuss in my new book Learn to Write DAX, is that you should break your DAX problems into manageable pieces so that you can solve the problem one step at a time.  Most of us do this intuitively in regular Excel, and it should be no different for Power Pivot and DAX.  The trick is to create test measures that are used simply to solve one part of the problem.  Once you have worked out…

Read the Rest

Complex Customer Cohort Retention Using PRODUCTX

Post by Rob Collie

First, a Few Quick Updates…

1) Just a reminder that enrollments are open for the live, in-person two-day classes taught by me (Rob) in Indianapolis and Washington DC (in October and November, respectively.)  Sign up now – those dates will be upon us sooner than we all realize!

2) The pre-order for DAX 2nd Edition is going Great!  Thanks to everyone who has pre-ordered and/or contributed.  PRE ORDER HERE if you have not already, and don’t forget the exclusive swag rewards like the sticker, poster, and t-shirt.

3) Ola Freaking Rosling is now using Power BI, and threw us a “shout-out!”  OMG, check out this tweet.  I nearly peed myself:

 

If you don’t recognize the name, his dad is Hans Rosling, the speaker in the first TED talk I ever watched:

image

Click Image to View the Talk

…In which he did the animated bubble chart demo that I’m 100% positive was the inspiration for Amir Netz adding animated bubble charts in the next two product releases Smile

Here’s Ola and Hans co-presenting on the state of world health and social justice, via data of course:

image

Again, Click to View the Talk

A celebrity in that Google-y, Apple-y, Silicon Valley-y “doing good with data in the public interest” space using Power BI and saying that Power BI is awesome, and that he’d previously been scared off by all the anti-MS propaganda…  well that is simply awesome.

But I won’t lie – that he gave US a mention in that tweet – I *do* find that to be even cooler.  I’m human.  I can’t help it.  I smile every time I think about it.

Slaying the “White Whale” of Variable-Rate Forecasting with PRODUCTX

image

“Arrrrr!  We Be Meeting Again!”

Read the Rest
Nested SUMX Or DAX Query?

Nested SUMX or DAX Query?

by Matt Allington

I was helping a friend out recently with an interesting problem.  It all started with a SUM( ) that wasn’t behaving. It quickly became a SUMX( ) problem but evolved into a DAX Studio/Query problem.   Let me explain.

The Root Problem – Same Store Sales

Many retail businesses open and close stores throughout any given year.  This creates a problem because it is difficult to determine if business growth is vertical (increased sales within existing stores) or horizontal (expansion of the store base).  It is common to do analysis on “same store sales” where you only include stores that had sales for the entire period this year and also last year. There are quite a few posts already on this topic on PowerPivotPro.com, but this is a good opportunity for me to talk about SUMX and also DAX as a query language.  I have reconstructed the scenario with some test data.  You can download the workbook here if you want to take a look.

I started off with some base measures as follows:

A. Total Sales:=SUM(Sales[Extended Amount])
B. Total Sales LY:=CALCULATE([Total Sales], 
      SAMEPERIODLASTYEAR(Calendar[Date]))

There are a few different ways to work out sales last year, but I have used SAMEPERIODLASTYEAR above and this works just fine in this instance.

Read the Rest

So Your Detailed/Flat Pivot is Slow and Doesn’t Sort Properly? Try Text Measures!

Post by Rob Collie

Detailed Pivot Report Using Flattened Pivot

Does Your Pivot Look Like This?  Does its Slow make you Sad?  Time for a Fix!

Tell me if this sounds familiar…

Yes, you know that pivots are meant to show aggregations.  Summaries.  Pivots were NOT invented to display thousands of rows of detail data.

But still, sometimes you need to do precisely that. The biz needs its list of customers and how much they’ve been buying, for instance, and all that data is in YOUR Power Pivot model.

And hey, pivots are really the only game in town* for table-shaped display of data.  So, you build one of the monstrosities like the above.

(*OK yeah, you DO know about this thing called DAX Query Tables, but those are seriously a pain to set up.  So, no.  You rule those out before even starting.  Just like me!

So You Do The Flattened Pivot Dance, Right???

In pictorial form…

Detailed Pivot Report Using Flattened Pivot

The Flattened Pivot Option – Found in the PivotTable Dropdown in the Power Pivot Window

Detailed Pivot Report Using Flattened Pivot

Next, You Pile a Whole Bunch of Fields Onto Rows

Turn Off Subtotals In Your Flattened Pivot

Then, on the PivotTable Design Ribbon Tab, You Turn Off All Subtotals

And Voila!  It’s Slow as Heck.

Read the Rest