Building a Virtual Relationship in Power BI – Basics of TREATAS DAX Function

TreatAs is an interesting function with multiple use cases in Power BI. I thought it is good to explain it in a set of articles, the first one here is about what the TreatAs function is and how it can help to build filters and a virtual relationship between two tables. Let’s see how you Read more about Building a Virtual Relationship in Power BI – Basics of TREATAS DAX Function[…]

Convert Flat List to Table in Power BI; Pivot Without a Set Key Column Using Power Query

The scenario I am explaining today is a very specific use case, However, I have seen examples similar to this happens very often. It happens that you get a text or Excel file with values written in a flat list structure, and that needs to be changed to a table format. Usually, this process can Read more about Convert Flat List to Table in Power BI; Pivot Without a Set Key Column Using Power Query[…]

Cartesian Product in Power Query: Multiply All Sets of All Pairs in Power BI

Sometimes, you need to create a multiplication of all sets of all pairs from two different data tables in Power BI. This action is different from Merge (Join) because there is no matching key columns and no way to relate the two tables together. However, you want to create a multiplication as a flatten table. Read more about Cartesian Product in Power Query: Multiply All Sets of All Pairs in Power BI[…]

Count of Unique Values (DistinctCount) in Power BI Through Power Query Group By Transformation

You can have a distinct count calculation in multiple places in Power BI, through DAX code, using the Visual’s aggregation on a field, or even in Power Query. If you are doing the distinct count in Power Query as part of a group by operation, however, the existing distinct count is for all columns in Read more about Count of Unique Values (DistinctCount) in Power BI Through Power Query Group By Transformation[…]

Customers Grouped by the Count of their Orders – Dynamic Segmentation in Power BI Using DAX Measures

In the previous part of this article, I explained what is the segmentation challenge, when you want to group data based on the aggregated result, and I explained a static method of creating aggregated tables and creating a relationship to the main detailed table. However, the caveat of that method is the segmentation is done Read more about Customers Grouped by the Count of their Orders – Dynamic Segmentation in Power BI Using DAX Measures[…]

Customers Grouped by Count of Their Orders – Static Segmentation in Power BI

One of the interesting calculation challenges in BI systems is a segmentation or grouping on a numeric value, based on an occurrence of another value. As an example; You might want to know How many customers ordered once, twice, three times or more. The challenge is that the data in the transactional table is not Read more about Customers Grouped by Count of Their Orders – Static Segmentation in Power BI[…]

The READ-ONLY License for Power BI

In most of my presentations all around the world, I still get this question often: “Is there a Read-Only license for Power BI?”, and often starts with “I have some end-users, who are not building any reports, I don’t want to pay for Developer License for them”. I have written about Licensing in Power BI Read more about The READ-ONLY License for Power BI[…]

Be Careful When Merging on Text Fields in Power BI Using Power Query

Merging two tables in Power Query is one of the most useful transformations to combine data from different datasets, and also create a flatten data structure. However, if you use a text field for merge, then you might see some unexpected results. Here in this post, I share some important considerations if you are using Read more about Be Careful When Merging on Text Fields in Power BI Using Power Query[…]

Change The Font Size or Color Across All Visuals and Pages in a Power BI File

You can change the font size of a visual easily by going to the format option of that. However, if you want to change it for multiple visuals, better to use Themes for it. Recently Power BI Desktop came up with some easy-to-use options to customize your theme. That means you can now easily increase Read more about Change The Font Size or Color Across All Visuals and Pages in a Power BI File[…]

Customer Retention in Power BI: DAX Measures

Customer retention is one of the most common scenarios of data analysis, which is very useful for business. As a business, you would like to know how many new customers you have in each month, how many returning,  and how many lost customers. Knowing these, would help you to focus on the growth plan, and Read more about Customer Retention in Power BI: DAX Measures[…]