tag:blogger.com,1999:blog-51915908207666477112024-03-28T01:43:42.800-07:00UrBizEdge BlogWe'll help you increase your business productivity.Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.comBlogger88125tag:blogger.com,1999:blog-5191590820766647711.post-76438382156499682192019-07-22T12:46:00.000-07:002019-07-22T12:46:08.189-07:00How To Create Formula (UDF) That Converts Number or Money Amounts to Words in Naira and Kobo or Dollars and Cents<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-IVHZ4lA2-gs/XTIyOrWPDLI/AAAAAAAASp8/OOma97-_Wg845N6F_CUeXQc9PIo-VKEHwCLcBGAs/s1600/numbers2words.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="859" data-original-width="1600" height="342" src="https://1.bp.blogspot.com/-IVHZ4lA2-gs/XTIyOrWPDLI/AAAAAAAASp8/OOma97-_Wg845N6F_CUeXQc9PIo-VKEHwCLcBGAs/s640/numbers2words.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The first time I was asked a question around this was in 2016 at a training I had for eHealth Africa in Kano. A couple of the finance managers wanted to be able to convert money amounts to words with Naira and kobo in appropriate places.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Then two weeks ago in Abuja, I got asked the same question by finance team at HSDF and it became obvious to me that it is a problem many people would like easy steps to accomplishing. Many people who come across solutions online still face roadblocks in implementing the solution satisfactorily. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Well, as a patriotic Nigerian, I have come in my shining armor to give every Nigerian an almost plug and play solution with easy to understand steps.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Solution (Warri style)</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Download these two Excel files that I saved as add-in files: https://urbizedge.blob.core.windows.net/urbizedge/Numbers2Words.xlam and https://urbizedge.blob.core.windows.net/urbizedge/Numbers2WordsUSD.xlam</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Then go to File, Options, Add-ins and click on Go in front of Manage Excel Add-ins.</span><br />
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<a href="https://1.bp.blogspot.com/-XsuuUr3xlF0/XTIzxHfl7OI/AAAAAAAASqM/keM5AJ6ijfMBSrWIsXbevsqcIK8OWtS3wCLcBGAs/s1600/numbers2words2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1145" data-original-width="1600" height="458" src="https://1.bp.blogspot.com/-XsuuUr3xlF0/XTIzxHfl7OI/AAAAAAAASqM/keM5AJ6ijfMBSrWIsXbevsqcIK8OWtS3wCLcBGAs/s640/numbers2words2.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-5flj1OGl7ps/XTIzxoZvB7I/AAAAAAAASqQ/SCMd5Spc_Bk9MNl-9AFmXGv_k-F0je-FQCLcBGAs/s1600/numbers2words3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1306" data-original-width="1600" height="522" src="https://1.bp.blogspot.com/-5flj1OGl7ps/XTIzxoZvB7I/AAAAAAAASqQ/SCMd5Spc_Bk9MNl-9AFmXGv_k-F0je-FQCLcBGAs/s640/numbers2words3.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Click on browse to pick the files (one at a time). </span><br />
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<a href="https://1.bp.blogspot.com/-Hny72qBETmY/XTJAAWzCrfI/AAAAAAAASrg/K5f1CMTL8K8J2pS1RDC7ksbFD5jlNSNmQCLcBGAs/s1600/numbers2words10.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1089" data-original-width="1600" height="434" src="https://1.bp.blogspot.com/-Hny72qBETmY/XTJAAWzCrfI/AAAAAAAASrg/K5f1CMTL8K8J2pS1RDC7ksbFD5jlNSNmQCLcBGAs/s640/numbers2words10.jpg" width="640" /></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Ensure they are ticked as part of enabled/available add-ins.</span><br />
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<a href="https://1.bp.blogspot.com/-VviNapaIPQc/XTIzwprI_SI/AAAAAAAASqI/N8NyKxiNCSEIDNJl-_0PMXECSsWxRF_NQCLcBGAs/s1600/numbers2words4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1074" data-original-width="861" height="640" src="https://1.bp.blogspot.com/-VviNapaIPQc/XTIzwprI_SI/AAAAAAAASqI/N8NyKxiNCSEIDNJl-_0PMXECSsWxRF_NQCLcBGAs/s640/numbers2words4.jpg" width="512" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And that's all! Now, go and type less henceforth.</span><br />
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<a href="https://1.bp.blogspot.com/-rKGdS9y2SmE/XTI8Vx6a-OI/AAAAAAAASrY/hUKCmL2SFDYI3ifDS7hx3LcysYvARmcQgCEwYBhgL/s1600/numbers2words9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1270" data-original-width="1600" height="506" src="https://1.bp.blogspot.com/-rKGdS9y2SmE/XTI8Vx6a-OI/AAAAAAAASrY/hUKCmL2SFDYI3ifDS7hx3LcysYvARmcQgCEwYBhgL/s640/numbers2words9.jpg" width="640" /></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Explanation (Brother Jero style)</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">What we are trying to achieve is a simple task called User Defined Function -- creating our own formulas that the Engineers at Microsoft didn't include in Excel. Unfortunately, the process is not straightforward. We would have to not get on the wrong side of Amope (VBA).</span><br />
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<a href="https://1.bp.blogspot.com/-7DeOh9dXvN0/XTI22CVrOiI/AAAAAAAASqk/6LnxLBnOrZ0r0OtIg0jlwiCvGtPV3CclACLcBGAs/s1600/numbers2words5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="935" data-original-width="1600" height="372" src="https://1.bp.blogspot.com/-7DeOh9dXvN0/XTI22CVrOiI/AAAAAAAASqk/6LnxLBnOrZ0r0OtIg0jlwiCvGtPV3CclACLcBGAs/s640/numbers2words5.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">We would use a modified version of this <a href="https://support.office.com/en-gb/article/Convert-numbers-into-words-A0D166FB-E1EA-4090-95C8-69442CD55D98" target="_blank">boilerplate from Microsoft</a> </span><span style="font-family: "trebuchet ms" , sans-serif;">with some extra tweaks from <a href="https://www.ablebits.com/office-addins-blog/2013/08/29/convert-numbers-words-excel/" target="_blank">Ablebits</a>.</span><br />
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<a href="https://1.bp.blogspot.com/-uyOzEipykxc/XTI3uGNmp-I/AAAAAAAASqw/cS6Yvoi2DPM4e4L9cSU25ppIm6A6z8ZKgCLcBGAs/s1600/numbers2words6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1075" data-original-width="1600" height="428" src="https://1.bp.blogspot.com/-uyOzEipykxc/XTI3uGNmp-I/AAAAAAAASqw/cS6Yvoi2DPM4e4L9cSU25ppIm6A6z8ZKgCLcBGAs/s640/numbers2words6.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Here's the one for Naira and Kobo:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "courier new" , "courier" , monospace;">Option Explicit</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">'Main Function</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">Function SpellNumberNGN(ByVal MyNumber)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Naira, Kobo, Temp</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim DecimalPlace, Count</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ReDim Place(9) As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(2) = " Thousand "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(3) = " Million "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(4) = " Billion "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(5) = " Trillion "</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Trim(Str(MyNumber))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> DecimalPlace = InStr(MyNumber, ".")</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If DecimalPlace &gt; 0 Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Kobo = GetTens(Left(Mid(MyNumber, DecimalPlace + 1) &amp; _</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> "00", 2))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Trim(Left(MyNumber, DecimalPlace - 1))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Count = 1</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Do While MyNumber &lt;&gt; ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Temp = GetHundreds(Right(MyNumber, 3))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Temp &lt;&gt; "" Then Naira = Temp &amp; Place(Count) &amp; Naira</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Len(MyNumber) &gt; 3 Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Left(MyNumber, Len(MyNumber) - 3)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Count = Count + 1</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Loop</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Naira</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Naira = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Naira = "One Naira"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Naira = Naira &amp; " Naira"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Kobo</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Kobo = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Kobo = " and One Kobo"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Kobo = " and " &amp; Kobo &amp; " Kobo"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> SpellNumberNGN = Naira &amp; Kobo</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;">Function GetHundreds(ByVal MyNumber)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Result As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Val(MyNumber) = 0 Then Exit Function</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Right("000" &amp; MyNumber, 3)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ' Convert the hundreds place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Mid(MyNumber, 1, 1) &lt;&gt; "0" Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = GetDigit(Mid(MyNumber, 1, 1)) &amp; " Hundred "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ' Convert the tens and ones place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Mid(MyNumber, 2, 1) &lt;&gt; "0" Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetTens(Mid(MyNumber, 2))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetDigit(Mid(MyNumber, 3))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> GetHundreds = Result</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;">Function GetTens(TensText)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Result As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = "" ' Null out the temporary function value.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Val(Left(TensText, 1)) = 1 Then ' If value between 10-19...</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(TensText)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 10: Result = "Ten"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 11: Result = "Eleven"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 12: Result = "Twelve"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 13: Result = "Thirteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 14: Result = "Fourteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 15: Result = "Fifteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 16: Result = "Sixteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 17: Result = "Seventeen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 18: Result = "Eighteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 19: Result = "Nineteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else ' If value between 20-99...</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(Left(TensText, 1))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 2: Result = "Twenty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 3: Result = "Thirty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 4: Result = "Forty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 5: Result = "Fifty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 6: Result = "Sixty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 7: Result = "Seventy "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 8: Result = "Eighty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 9: Result = "Ninety "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetDigit _</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> (Right(TensText, 1)) ' Retrieve ones place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> GetTens = Result</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;">Function GetDigit(Digit)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(Digit)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 1: GetDigit = "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 2: GetDigit = "Two"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 3: GetDigit = "Three"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 4: GetDigit = "Four"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 5: GetDigit = "Five"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 6: GetDigit = "Six"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 7: GetDigit = "Seven"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 8: GetDigit = "Eight"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 9: GetDigit = "Nine"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else: GetDigit = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You will copy this. Open an empty/new Excel file, press Alt + F11. The VBA Editor will open. On the menu, select Insert and click on Module. Then paste the code above in it.</span><br />
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<a href="https://1.bp.blogspot.com/-W5Rf_F7iHH8/XTI5jByIfEI/AAAAAAAASq8/KJ3vkA1gtS0KfUOr5w71UNSk3sDJXPbXQCLcBGAs/s1600/numbers2words7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1467" data-original-width="1600" height="586" src="https://1.bp.blogspot.com/-W5Rf_F7iHH8/XTI5jByIfEI/AAAAAAAASq8/KJ3vkA1gtS0KfUOr5w71UNSk3sDJXPbXQCLcBGAs/s640/numbers2words7.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Save (CTRL + S), but choose Excel Add-in as the save as type. <b>Importantly, do not change the default folder Excel will automatically change to for saving for the file. If you do this, then you are OYO.</b></span><br />
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<a href="https://1.bp.blogspot.com/-a-c7I49pgvk/XTI6cb_3V9I/AAAAAAAASrI/A-uGRV7ApR0Jq1jEK4u89JwCxl-Op_XdQCLcBGAs/s1600/numbers2words8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1223" data-original-width="1600" height="488" src="https://1.bp.blogspot.com/-a-c7I49pgvk/XTI6cb_3V9I/AAAAAAAASrI/A-uGRV7ApR0Jq1jEK4u89JwCxl-Op_XdQCLcBGAs/s640/numbers2words8.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Now we are almost there.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Repeat same steps for dollar and cents (if you need it). Here is the code for that:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "courier new" , "courier" , monospace;">Option Explicit</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">'Main Function</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">Function SpellNumberUSD(ByVal MyNumber)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Dollars, Cents, Temp</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim DecimalPlace, Count</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ReDim Place(9) As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(2) = " Thousand "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(3) = " Million "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(4) = " Billion "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Place(5) = " Trillion "</span><br />
<br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Trim(Str(MyNumber))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> DecimalPlace = InStr(MyNumber, ".")</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If DecimalPlace &gt; 0 Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Cents = GetTens(Left(Mid(MyNumber, DecimalPlace + 1) &amp; _</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> "00", 2))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Trim(Left(MyNumber, DecimalPlace - 1))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Count = 1</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Do While MyNumber &lt;&gt; ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Temp = GetHundreds(Right(MyNumber, 3))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Temp &lt;&gt; "" Then Dollars = Temp &amp; Place(Count) &amp; Dollars</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Len(MyNumber) &gt; 3 Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Left(MyNumber, Len(MyNumber) - 3)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Count = Count + 1</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Loop</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Dollars</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dollars = "No Dollars"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dollars = "One Dollar"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dollars = Dollars &amp; " Dollars"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Cents</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Cents = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Cents = " and One Cent"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Cents = " and " &amp; Cents &amp; " Cents"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> SpellNumberUSD = Dollars &amp; Cents</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
<br />
<span style="font-family: "courier new" , "courier" , monospace;">Function GetHundreds(ByVal MyNumber)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Result As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Val(MyNumber) = 0 Then Exit Function</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> MyNumber = Right("000" &amp; MyNumber, 3)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ' Convert the hundreds place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Mid(MyNumber, 1, 1) &lt;&gt; "0" Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = GetDigit(Mid(MyNumber, 1, 1)) &amp; " Hundred "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> ' Convert the tens and ones place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Mid(MyNumber, 2, 1) &lt;&gt; "0" Then</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetTens(Mid(MyNumber, 2))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetDigit(Mid(MyNumber, 3))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> GetHundreds = Result</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
<br />
<span style="font-family: "courier new" , "courier" , monospace;">Function GetTens(TensText)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Dim Result As String</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = "" ' Null out the temporary function value.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> If Val(Left(TensText, 1)) = 1 Then ' If value between 10-19...</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(TensText)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 10: Result = "Ten"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 11: Result = "Eleven"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 12: Result = "Twelve"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 13: Result = "Thirteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 14: Result = "Fourteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 15: Result = "Fifteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 16: Result = "Sixteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 17: Result = "Seventeen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 18: Result = "Eighteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 19: Result = "Nineteen"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Else ' If value between 20-99...</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(Left(TensText, 1))</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 2: Result = "Twenty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 3: Result = "Thirty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 4: Result = "Forty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 5: Result = "Fifty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 6: Result = "Sixty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 7: Result = "Seventy "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 8: Result = "Eighty "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 9: Result = "Ninety "</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Result = Result &amp; GetDigit _</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> (Right(TensText, 1)) ' Retrieve ones place.</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End If</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> GetTens = Result</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
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<span style="font-family: "courier new" , "courier" , monospace;">Function GetDigit(Digit)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Select Case Val(Digit)</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 1: GetDigit = "One"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 2: GetDigit = "Two"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 3: GetDigit = "Three"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 4: GetDigit = "Four"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 5: GetDigit = "Five"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 6: GetDigit = "Six"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 7: GetDigit = "Seven"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 8: GetDigit = "Eight"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case 9: GetDigit = "Nine"</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> Case Else: GetDigit = ""</span><br />
<span style="font-family: "courier new" , "courier" , monospace;"> End Select</span><br />
<span style="font-family: "courier new" , "courier" , monospace;">End Function</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And now you do the steps I put under the solution section, except that you'll see the add-ins there without needing to browse to them. Ensure they are ticked.</span><br />
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<a href="https://1.bp.blogspot.com/-XsuuUr3xlF0/XTIzxHfl7OI/AAAAAAAASqY/cHzRxx6VyMw76LYbjLHzBD2D1Oc5y4u1ACEwYBhgL/s1600/numbers2words2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1145" data-original-width="1600" height="458" src="https://1.bp.blogspot.com/-XsuuUr3xlF0/XTIzxHfl7OI/AAAAAAAASqY/cHzRxx6VyMw76LYbjLHzBD2D1Oc5y4u1ACEwYBhgL/s640/numbers2words2.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-5flj1OGl7ps/XTIzxoZvB7I/AAAAAAAASqc/BGueEDkFw8ouDDhcM5B6pgHAonJDlY1vACEwYBhgL/s1600/numbers2words3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1306" data-original-width="1600" height="522" src="https://1.bp.blogspot.com/-5flj1OGl7ps/XTIzxoZvB7I/AAAAAAAASqc/BGueEDkFw8ouDDhcM5B6pgHAonJDlY1vACEwYBhgL/s640/numbers2words3.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-VviNapaIPQc/XTIzwprI_SI/AAAAAAAASqU/vKoiSMeEqjsJQLwytI2GBiPzbdLScLtJQCEwYBhgL/s1600/numbers2words4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1074" data-original-width="861" height="640" src="https://1.bp.blogspot.com/-VviNapaIPQc/XTIzwprI_SI/AAAAAAAASqU/vKoiSMeEqjsJQLwytI2GBiPzbdLScLtJQCEwYBhgL/s640/numbers2words4.jpg" width="512" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And from now on, you'll have the two formulas that can convert numbers to words (naira/kobo and dollars/cents). </span><br />
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<a href="https://1.bp.blogspot.com/-rKGdS9y2SmE/XTI8Vx6a-OI/AAAAAAAASrU/09URP1MWqeEw17Gs-N9-WyCg-u1FBFK1wCLcBGAs/s1600/numbers2words9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1270" data-original-width="1600" height="506" src="https://1.bp.blogspot.com/-rKGdS9y2SmE/XTI8Vx6a-OI/AAAAAAAASrU/09URP1MWqeEw17Gs-N9-WyCg-u1FBFK1wCLcBGAs/s640/numbers2words9.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Again, I say to you: enjoy!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com6tag:blogger.com,1999:blog-5191590820766647711.post-56064108454152650022019-05-22T21:32:00.000-07:002019-05-22T21:32:06.311-07:00Power BI DAX #5: SUMMARIZE <span style="font-family: "trebuchet ms" , sans-serif;">I once facilitated a Power BI training where the participants needed to generate a new table from the sales transaction data (that comes from the ERP) in such a way that they would see all the sales regions, products, Year-Month and total sales quantity.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">They already have a table of targets by products for each region. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Ordinarily, we could have just created a relationship between the transactions data and the target table and leveraged that with measures to create whatever type of report needed. But as it was a training and they needed to experience all the different ways of doing a particular task, we decided to create a table that will extract all the regions, products by regions and total sales volume present in the sales transaction data.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">To achieve that, we used the DAX formula: SUMMARIZE</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">So here's what the sample data I am going to use look like:</span><br />
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<a href="https://2.bp.blogspot.com/-w9sDU08rAZI/XMu7wm33qII/AAAAAAAASKk/wePIsmzcGdsGSU09JOd3lrLQvIXXs_J-gCLcBGAs/s1600/SUMMARIZE.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1574" data-original-width="1600" height="628" src="https://2.bp.blogspot.com/-w9sDU08rAZI/XMu7wm33qII/AAAAAAAASKk/wePIsmzcGdsGSU09JOd3lrLQvIXXs_J-gCLcBGAs/s640/SUMMARIZE.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And the new table Formula I'll enter is:</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Branch_Product_Sales = SUMMARIZE(</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"> 'Pizza Sales Data',</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"> 'Pizza Sales Data'[Branch],</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"> 'Pizza Sales Data'[Pizza Sold],</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"> "Total Sales Quantity",sum('Pizza Sales Data'[Quantity])</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"> )</span></div>
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<a href="https://1.bp.blogspot.com/-q91gCLOXSiY/XMu8PHCKiHI/AAAAAAAASKs/bYikVyhGl0ovwt_U7-UesgMTFIevTg1qQCLcBGAs/s1600/SUMMARIZE%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1600" data-original-width="1227" height="640" src="https://1.bp.blogspot.com/-q91gCLOXSiY/XMu8PHCKiHI/AAAAAAAASKs/bYikVyhGl0ovwt_U7-UesgMTFIevTg1qQCLcBGAs/s640/SUMMARIZE%2B1.jpg" width="490" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You can read up on the official documentation of SUMMARIZE: <a href="https://docs.microsoft.com/en-us/dax/summarize-function-dax" target="_blank">https://docs.microsoft.com/en-us/dax/summarize-function-dax</a> </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">In essence, how the syntax works is you put in the table name, the columns you want to pick unique items from (combines across the columns, though, which makes it show all the different products for the different branches repeating branches as many times as necessary to show products in that branch) and you add the aggregation formula to run on a column with the values to do a computation on (indicating the name to give the generated column).</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">There's a more complex use of SUMMARIZE that involves using ROLLUP and/or ROLLUPGROUP. You can get a sense of what they do by going through the already given documentation link.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Here's a short video to demonstrate the formula: <a href="https://youtu.be/X8mqjSQ9gOo" target="_blank">https://youtu.be/X8mqjSQ9gOo</a></span><br />
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<iframe width="320" height="266" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/X8mqjSQ9gOo/0.jpg" src="?feature=player_embedded" frameborder="0" allowfullscreen></iframe></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Enjoy!</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And to join our Power BI training class, visit <a href="https://www.urbizedge.com/powerbi">https://www.urbizedge.com/powerbi</a> or call 01-6311885 or email team@urbizedge.com</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com3tag:blogger.com,1999:blog-5191590820766647711.post-81506279691953169132019-05-15T20:29:00.000-07:002019-05-15T20:29:12.821-07:00How To Automatically Pull In New Report Data Into Excel Using PowerQuery<span style="font-family: "trebuchet ms" , sans-serif;">One common situation most users of Excel face in making recurrent reports -- daily reports, weekly reports, monthly reports etc -- is that of updating the raw data part of the report with the new data for the period they are creating report for.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">As simple as this looks, it is often a boring, repetitive and time consuming task. It could mean having to copy and paste data from the new source data files every day. For some people who get data from different sources (branches, sales people, departments etc), that coping and pasting can easily become a 20 mins task with potentials for human errors.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">How do you set up your report to automatically pull in new data from source files? PowerQuery is the answer.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">And if you are wondering if this will work for data that you get over emails daily/weekly/monthly. Yes, it works for them too.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">The major step is to always save the source files in a dedicated folder. Have a folder on your computer than will hold only those source data files. The files can be Excel files or text files (CSV, TSV etc).</span></div>
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<a href="https://4.bp.blogspot.com/--dUpgmb4_cE/XMujUeLaDrI/AAAAAAAASJM/NZ6xC66uyRU3XMJzw5RcERVaUYJ8FXlXgCLcBGAs/s1600/PowerQuery.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1121" data-original-width="1600" height="448" src="https://4.bp.blogspot.com/--dUpgmb4_cE/XMujUeLaDrI/AAAAAAAASJM/NZ6xC66uyRU3XMJzw5RcERVaUYJ8FXlXgCLcBGAs/s640/PowerQuery.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Also, ensure that the files have same table column structure -- same table headers arranged in a consistent manner.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">With all these done, you are half way.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">In demonstrating this, I have a folder where I put in sales data from different branches of a Pizza restaurant. Everyday, I am required to do sales reports, trend analysis and target/KPI dashboards from all these sales data for management. Before, I would copy paste all the source data in a particular sheet on my daily report template. This could take between 5 to 15 mins depending on how tired/refreshed I was and if any interruption that makes me forget where I stopped.</span></div>
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<a href="https://1.bp.blogspot.com/-GypUuriWXrY/XMujje-EjKI/AAAAAAAASJQ/Go5F5meXvhEzmVAPrRb4W4A5YA4WescWwCLcBGAs/s1600/PowerQuery%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1137" data-original-width="1600" height="454" src="https://1.bp.blogspot.com/-GypUuriWXrY/XMujje-EjKI/AAAAAAAASJQ/Go5F5meXvhEzmVAPrRb4W4A5YA4WescWwCLcBGAs/s640/PowerQuery%2B1.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Now with PowerQuery, all those boring aspect of the reports are fully automated away.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Instead of copying and pasting the content of the different source files into Excel, I go to Data menu, Get &amp; Transform, Get Data, From File and From Folder.</span></div>
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<a href="https://3.bp.blogspot.com/-6UvekFlrl3g/XMulyhrBK5I/AAAAAAAASJg/s3BTIdb4HHAvRzpnfo-EX6QikU8iE1piwCLcBGAs/s1600/PowerQuery%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1403" data-original-width="1600" height="560" src="https://3.bp.blogspot.com/-6UvekFlrl3g/XMulyhrBK5I/AAAAAAAASJg/s3BTIdb4HHAvRzpnfo-EX6QikU8iE1piwCLcBGAs/s640/PowerQuery%2B2.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Browse to the folder destination and select it.</span></div>
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<a href="https://4.bp.blogspot.com/-pWO0VKwX-sU/XMul-WthPkI/AAAAAAAASJk/I4yMM_gMMiQx3utahx59T0L0pkHmO-IKgCLcBGAs/s1600/PowerQuery%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="908" data-original-width="1600" height="362" src="https://4.bp.blogspot.com/-pWO0VKwX-sU/XMul-WthPkI/AAAAAAAASJk/I4yMM_gMMiQx3utahx59T0L0pkHmO-IKgCLcBGAs/s640/PowerQuery%2B3.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">You'll see all the files in the folder. Select Combine and Load, in the Combine options.</span></div>
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<a href="https://1.bp.blogspot.com/-Qs7MzARkk2c/XMumO4Q-b9I/AAAAAAAASJw/VHmFZPRnd7wD13_JKFZFFFgVHC3AzoCgACLcBGAs/s1600/PowerQuery%2B4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1264" data-original-width="1600" height="504" src="https://1.bp.blogspot.com/-Qs7MzARkk2c/XMumO4Q-b9I/AAAAAAAASJw/VHmFZPRnd7wD13_JKFZFFFgVHC3AzoCgACLcBGAs/s640/PowerQuery%2B4.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Pick the sheet that's got the data. That sheet name must be consistent across all the source data files.</span></div>
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<a href="https://1.bp.blogspot.com/-B782dEBBK4U/XMumipG2LqI/AAAAAAAASJ4/zRAfDQpgxQYTKguCnklse3zCV8BVavamACLcBGAs/s1600/PowerQuery%2B5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1331" data-original-width="1600" height="532" src="https://1.bp.blogspot.com/-B782dEBBK4U/XMumipG2LqI/AAAAAAAASJ4/zRAfDQpgxQYTKguCnklse3zCV8BVavamACLcBGAs/s640/PowerQuery%2B5.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Wait a couple of seconds while PowerQuery does its magic.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Notice how all the branches data have been pulled in.</span></div>
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<a href="https://1.bp.blogspot.com/-XEZn396SFqw/XMunBva-OqI/AAAAAAAASKA/EUlQNAShDoMi_NjbiP5oFSmwg5ewIOP-ACLcBGAs/s1600/PowerQuery%2B6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="857" data-original-width="1600" height="342" src="https://1.bp.blogspot.com/-XEZn396SFqw/XMunBva-OqI/AAAAAAAASKA/EUlQNAShDoMi_NjbiP5oFSmwg5ewIOP-ACLcBGAs/s640/PowerQuery%2B6.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">And that's not the best part. The whole essence of my proposing PowerQuery is to handle tomorrow's source data and the days after.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">So how does it work?</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Very easy.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Just replaced the data files in the folder with tomorrow's data files. Then right click anywhere in the combined table data and select Refresh.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">What if there's a new branch that just sent me their data after I had done all of these, what should I do to bring in that new branch's data? </span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Again, very easy.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Include/save the new branch's data file in the dedicated folder. And click on Refresh in the combined table.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">See an example below. </span></div>
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<a href="https://4.bp.blogspot.com/-N0pvCeodXnM/XMupeAdX1rI/AAAAAAAASKM/ppJhC533xYwOOO-j9BXZ_9073QNqVt9mgCLcBGAs/s1600/PowerQuery%2B7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1329" data-original-width="1600" height="530" src="https://4.bp.blogspot.com/-N0pvCeodXnM/XMupeAdX1rI/AAAAAAAASKM/ppJhC533xYwOOO-j9BXZ_9073QNqVt9mgCLcBGAs/s640/PowerQuery%2B7.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">We launched a new branch in Lokoja and after creating my report for the day, I suddenly got an email of the sales data for that branch and asked to include it in the daily report.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">I simply add the branch data file to the dedicated folder and click on Refresh in my already existing combined table.</span></div>
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<a href="https://3.bp.blogspot.com/-iJH4ybjvQU4/XMupk-f5-nI/AAAAAAAASKQ/gDTclLxmRI4HQF9NNYlgmFPSGMqgAl9lACLcBGAs/s1600/PowerQuery%2B8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1600" data-original-width="1203" height="640" src="https://3.bp.blogspot.com/-iJH4ybjvQU4/XMupk-f5-nI/AAAAAAAASKQ/gDTclLxmRI4HQF9NNYlgmFPSGMqgAl9lACLcBGAs/s640/PowerQuery%2B8.jpg" width="480" /></span></a></div>
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<a href="https://4.bp.blogspot.com/-TbyUTZS8WLY/XMuplGIprFI/AAAAAAAASKU/NSeW9Mat6akt-SIZH1Zh6s7D8XvpD-wAACLcBGAs/s1600/PowerQuery%2B9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="940" data-original-width="1600" height="374" src="https://4.bp.blogspot.com/-TbyUTZS8WLY/XMuplGIprFI/AAAAAAAASKU/NSeW9Mat6akt-SIZH1Zh6s7D8XvpD-wAACLcBGAs/s640/PowerQuery%2B9.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">And that's all!</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">No more zombie-like copying and pasting.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">You can watch the short video demonstration: <a href="https://youtu.be/mKEHb0OWuP8" target="_blank">https://youtu.be/mKEHb0OWuP8</a></span></div>
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<iframe width="320" height="266" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i9.ytimg.com/vi/mKEHb0OWuP8/default.jpg?sqp=CIzpruYF&rs=AOn4CLAO3VuBkKRRFRtGRrcdChJWnZNwBA" src="?feature=player_embedded" frameborder="0" allowfullscreen></iframe></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Enjoy!</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">For all your Excel training needs, you can check us out at <a href="https://www.urbizedge.com/Excel" target="_blank">https://www.urbizedge.com/Excel</a> or call 01-6311885 or email team@urbizedge.com</span></div>
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-86893328327457107002019-05-08T03:30:00.000-07:002019-05-08T03:30:01.877-07:00Power BI DAX #4: CALENDAR, every sales/operations analyst friend<span style="font-family: Trebuchet MS, sans-serif;">If there exists a book of ten commandments for Power BI, one of the commandments will be -- always have a date table.</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">A date table is a table that has just dates, and maybe any derivative of a date (month, quarter, year etc.)</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">Why do you need a date table?</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Two easy/quick reasons:</span><br />
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<li><span style="font-family: Trebuchet MS, sans-serif;">You have many tables with date columns in each. It is better to have one table to include all the date periods you need and be related to all these other tables.</span></li>
<li><span style="font-family: Trebuchet MS, sans-serif;">Even if you have just one table, as long as that table can have date gaps or 1900 for some records or 2090 for some records; you'll want to have your own better controlled date table rather than battle endlessly with wrong date entries in source data table. This is common when old data are migrated from a legacy tool.</span></li>
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<span style="font-family: Trebuchet MS, sans-serif;">So how do you create a DATE table easily in Power BI?</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">The answer is CALENDAR.</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">If I know how far back I want to go, then I would just specify that date as the start date and today as the end date.</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">Some other times, I would let CALENDAR use FIRSTDATE to get start date and LASTDATE to get end date.</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">Other times, I would specify a specific date and specify a specific end date (not TODAY, could be a future date).</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">For this illustration, I would use a specific start date and TODAY as the end date. Power BI will always increment the dates everyday -- that is the magic of putting TODAY as end date.</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">Calendar = CALENDAR(DATE(2016,01,01),TODAY())</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">Notice I used DATE to put in the specific date.</span></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><span style="font-family: "trebuchet ms" , sans-serif;">You can watch the YouTube tutorial: </span><a href="https://youtu.be/oodi9Vz0eeQ" style="background: rgb(255, 255, 255); border: 0px; color: #167ac6; cursor: pointer; margin: 0px; padding: 0px; text-decoration-line: none;" target="_blank">https://youtu.be/oodi9Vz0eeQ</a></span></div>
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<span style="font-family: Trebuchet MS, sans-serif;">Enjoy!</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And to join our training class, visit <a href="https://www.urbizedge.com/powerbi">https://www.urbizedge.com/powerbi</a></span></span></div>
Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-7456127832237927872019-05-02T03:30:00.000-07:002019-05-02T03:30:05.948-07:00Power BI DAX #3: VALUES, another must know DAX formula<span style="font-family: Trebuchet MS, sans-serif;">One common situation sales analysts face is capturing newly introduced products or SKUs or Region or Sales Rep in their reports. In Excel, you'll have to do something extra -- and if you are not an Excel ninja, that something extra can be very significant and time costly.</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">With Power BI, you might not need to do anything extra if you are good with using VALUES.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;"><b>CASE STUDY</b></span><br />
<span style="font-family: Trebuchet MS, sans-serif;">You are the sales analyst for Mega Pizza. Everyday you report sales by branch. But every couple of months, a new branch is opened. On the ERP the sales for each new branch is automatically captured, but on your report you'll have to include this new branch and assign it the general target given to all branches.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">How will you achieve this automatically in Power BI without having to do any extra/manual intervention when a new branch is live.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;"><b>ANSWER: VALUES</b></span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">First, a screenshot of what the transaction data from the ERP looks like.</span><br />
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<a href="https://4.bp.blogspot.com/-XRvwr68FRKo/XL4mbK_mQMI/AAAAAAAASGk/Qc0O_D-a8sYcyxGWCvqRHdUKG9vRA5FdACLcBGAs/s1600/VALUES.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="1375" data-original-width="1600" height="548" src="https://4.bp.blogspot.com/-XRvwr68FRKo/XL4mbK_mQMI/AAAAAAAASGk/Qc0O_D-a8sYcyxGWCvqRHdUKG9vRA5FdACLcBGAs/s640/VALUES.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;">We are going to create a new table from this table extracting the unique list of branches from the ERP live data table. And that's exactly what VALUES does. </span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">VALUES is the DAX formula that extracts a unique list of records from a table or column. You can read more about it from Microsoft Documentation: <a href="https://docs.microsoft.com/en-us/dax/values-function-dax" target="_blank">https://docs.microsoft.com/en-us/dax/values-function-dax</a></span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">There is also DISTINCT but VALUES allows for referential integrity check which makes it a better choice for most tasks. If you read through the documentation link I gave you'll get a more thorough explanation of what I mean by referential integrity check and practical difference between VALUES and DISTINCT.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">And here's how to use VALUES for the scenario I just described.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Branch Targets = VALUES('Pizza Sales Data'[Branch])</span></div>
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<a href="https://1.bp.blogspot.com/-5sdEGglnFts/XL4oL8zQUII/AAAAAAAASGw/MWBVW2miviEfoiJmliUhecwI1-0Ox2d5ACLcBGAs/s1600/VALUES%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="1114" data-original-width="1555" height="458" src="https://1.bp.blogspot.com/-5sdEGglnFts/XL4oL8zQUII/AAAAAAAASGw/MWBVW2miviEfoiJmliUhecwI1-0Ox2d5ACLcBGAs/s640/VALUES%2B1.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;">And to finally make it meaningful. I add a New Column that assigns the target all branches are given (assuming Mega Pizza doesn't discriminate in its target allocation). :)</span><br />
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<a href="https://1.bp.blogspot.com/-sQRFCybrMk4/XL4o7XncMiI/AAAAAAAASG4/On-tljcCEecvXjxziwOOOiCvl2rrgmRggCLcBGAs/s1600/VALUES%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="1324" data-original-width="1562" height="542" src="https://1.bp.blogspot.com/-sQRFCybrMk4/XL4o7XncMiI/AAAAAAAASG4/On-tljcCEecvXjxziwOOOiCvl2rrgmRggCLcBGAs/s640/VALUES%2B2.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">You can watch the YouTube tutorial: <a href="https://youtu.be/pLZhm0R2KrU" target="_blank">https://youtu.be/pLZhm0R2KrU</a></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Enjoy!</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And to join our training class, visit <a href="https://www.urbizedge.com/powerbi">https://www.urbizedge.com/powerbi</a></span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com1tag:blogger.com,1999:blog-5191590820766647711.post-66545648161540717762019-04-26T03:30:00.000-07:002019-04-26T03:30:08.840-07:00Power BI DAX #2: Meet the most popular DAX formula -- CALCULATE<span style="font-family: Trebuchet MS, sans-serif;">Anyone wanting to do any serious data analysis with Power BI must be very good friends with CALCULATE. Most books and online resources will tell you that CALCULATE gives you power over the filter context, enabling you to modify it as you wish. Example of one such online resource is Microsoft Documentation: <a href="https://docs.microsoft.com/en-us/dax/calculate-function-dax">https://docs.microsoft.com/en-us/dax/calculate-function-dax</a> </span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">I, however, have an easier to digest way of explaining it to people entirely new to Power BI and don't know what context means.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">I assume you are already very familiar with Microsoft Excel. </span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">In Microsoft Excel, when you need to do a formula, you simply go into one cell and type out formulas that typically give you back one result which will show in that cell.</span><br />
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<a href="https://1.bp.blogspot.com/-um9uaCCs5Ss/XLz10oDMxyI/AAAAAAAASFs/YIDLZ8vU85o7mt66npTrOX0bRiqmeQ4GgCLcBGAs/s1600/calculate%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="851" data-original-width="1600" height="340" src="https://1.bp.blogspot.com/-um9uaCCs5Ss/XLz10oDMxyI/AAAAAAAASFs/YIDLZ8vU85o7mt66npTrOX0bRiqmeQ4GgCLcBGAs/s640/calculate%2B1.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;">That is the usual usage pattern. However, there is another way of inputting formulas in Excel. If you convert the Excel data into table (Format as Table), any formula you type in the table works across the table entire rows. You don't have to drag down the formula.</span><br />
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<a href="https://2.bp.blogspot.com/-d7lzagRbMZw/XLz15Bv9FXI/AAAAAAAASFw/Oc2pXssHCosEw6ZSktF4HM8WAG6R3ZpMwCLcBGAs/s1600/calculate%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="893" data-original-width="1600" height="356" src="https://2.bp.blogspot.com/-d7lzagRbMZw/XLz15Bv9FXI/AAAAAAAASFw/Oc2pXssHCosEw6ZSktF4HM8WAG6R3ZpMwCLcBGAs/s640/calculate%2B2.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;">How does all these relate to Power BI?</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Well, the more intuitive way of entering formulas in Power BI is the second way I mentioned. Any formula you enter gets computed for the entire rows in the table. It's called New Column.</span><br />
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<a href="https://4.bp.blogspot.com/-7kT7iwDd7ps/XLz2BUA-CiI/AAAAAAAASF0/p--bKEoCPuwjAajwRRnfYLt3iAWUn349QCLcBGAs/s1600/calculate%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="1350" data-original-width="1600" height="538" src="https://4.bp.blogspot.com/-7kT7iwDd7ps/XLz2BUA-CiI/AAAAAAAASF0/p--bKEoCPuwjAajwRRnfYLt3iAWUn349QCLcBGAs/s640/calculate%2B3.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">But what if you want to calculate the total sales for Enugu branch, like I did in the first Excel screenshot? Well, one has to do a New Measure, as that is what gives you one value rather than values as many as the number of rows in our table. In Excel, this would be easily solved with a SUMIF.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">In Power BI, there is no SUMIF nor COUNTIF nor AVERAGEIF nor SUBTOTAL. Rather what you have is this amazing formula called CALCULATE. It makes it possible to extract out the rows/records that meet conditions you specify and then you run any normal aggregation/expression on the extract (like SUM, AVERAGE etc). So it is your SUMIF, COUNTIF, AVERAGEIF and many more common formulas you use in Excel. In fact, it is more than all of them. It does near magical things.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">So how does CALCULATE work?</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">You specify the aggregation/expression you want and then put in filter conditions to narrow down to just the very records you want to run that expression on. </span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">In this very example I have shown via screenshots, here is the CALCULATE formula I entered:</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<div style="background-color: #fffffe; line-height: 18px; white-space: pre;">
<span style="font-family: Trebuchet MS, sans-serif;">Enugu Sales = CALCULATE(SUM('Pizza Sales Data'[Amount Sold]),'Pizza Sales Data'[Branch]="Enugu")</span></div>
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<a href="https://2.bp.blogspot.com/-Pt8AZuSw1Ew/XLz4mNX1cYI/AAAAAAAASGE/rEsmWuJQCvUm2mMyD-u0ZrtMH9TgAnFQACLcBGAs/s1600/calculate%2B4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="787" data-original-width="1600" height="314" src="https://2.bp.blogspot.com/-Pt8AZuSw1Ew/XLz4mNX1cYI/AAAAAAAASGE/rEsmWuJQCvUm2mMyD-u0ZrtMH9TgAnFQACLcBGAs/s640/calculate%2B4.jpg" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">And that's how CALCULATE works.</span><br />
<span style="font-family: Trebuchet MS, sans-serif;"><br /></span>
<span style="font-family: Trebuchet MS, sans-serif;">However, don't be deceived by the simple straightforward example I have used. As you progress in your Power BI journey you will definitely have to get comfortable mixing CALCULATE with FILTER, ALL, ALLEXCEPT and many other DAX formulas. That's where the true mastery and magic lie. Also, you should read up on row context and filter context in Power BI.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif;">You can watch the YouTube tutorial: </span><span style="font-family: trebuchet ms, sans-serif;">https://youtu.be/Vzro-tgDr_8</span><br />
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<iframe width="320" height="266" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/Vzro-tgDr_8/0.jpg" src="https://www.youtube.com/embed/Vzro-tgDr_8?feature=player_embedded" frameborder="0" allowfullscreen></iframe></div>
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<span style="font-family: trebuchet ms, sans-serif;">Enjoy!</span><br />
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<span style="font-family: trebuchet ms, sans-serif;">And to join our training class, visit <a href="https://www.urbizedge.com/powerbi">https://www.urbizedge.com/powerbi</a></span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-76332311476230102392019-04-21T15:01:00.002-07:002019-04-22T13:52:03.848-07:00Power BI DAX #1: The Magic of CROSSJOIN <div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-6AAM9g3W79U/XLzV9revtwI/AAAAAAAASFE/QO_tOyvQx4IZjU-X8-oRQO6VTUX3L0dggCLcBGAs/s1600/Power%2BBI%2Bdax.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="858" data-original-width="1600" height="342" src="https://4.bp.blogspot.com/-6AAM9g3W79U/XLzV9revtwI/AAAAAAAASFE/QO_tOyvQx4IZjU-X8-oRQO6VTUX3L0dggCLcBGAs/s640/Power%2BBI%2Bdax.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Last week I facilitated a training where the participants were staff of Nigeria Bottling Company (makers of Coca-Cola in Nigeria). After my usual prepared practice, we delved into making the types of reports they need. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">One of the reports had a very interesting twist that CROSSJOIN was perfect for. For confidentiality, I won't tell you the exact situation we had regarding the said report but I have created a simpler and easier to relate with example that I will use to show you the magic of CROSSJOIN.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">CROSSJOIN is a DAX formula that generates the cartesian product of all the rows in tables inputted into the formula argument. You can go through Microsoft's official documentation on it at <a href="https://docs.microsoft.com/en-us/dax/crossjoin-function-dax" target="_blank">https://docs.microsoft.com/en-us/dax/crossjoin-function-dax</a> </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><b><br /></b></span><span style="font-family: "trebuchet ms" , sans-serif;"><b>CASE STUDY</b></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ABC Limited has five branches across Nigeria and sells four products. Each product has same target across all the branches.</span><br />
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<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Branch<o:p></o:p></span></span></b></div>
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<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Lagos<o:p></o:p></span></span></b></div>
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Jide Aje<o:p></o:p></span></span></div>
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<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Abuja<o:p></o:p></span></span></b></div>
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Ahmed Kazeem<o:p></o:p></span></span></div>
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<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Kaduna<o:p></o:p></span></span></b></div>
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Sanni Eze<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Port Harcourt<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Joe Opoi<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Enugu<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Chika Nwabueze<o:p></o:p></span></span></div>
</td></tr>
</tbody></table>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div align="center">
<table border="1" cellpadding="0" cellspacing="0" class="MsoTable15Grid4Accent5" style="border-collapse: collapse; border: none; mso-border-alt: solid #9CC2E5 .5pt; mso-border-themecolor: accent5; mso-border-themetint: 153; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-yfti-tbllook: 1184;"><tbody>
<tr><td style="background: rgb(91, 155, 213); border: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(91, 155, 213); border: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Target<o:p></o:p></span></span></b></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div align="center" class="MsoNormal" style="line-height: normal; margin-bottom: 0in; text-align: center;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
</tbody></table>
</div>
<div style="text-align: center;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<span style="font-family: "trebuchet ms" , sans-serif;">You are to generate a new table that will combine these two tables into one -- having all four products with assigned targets showing for all the five branches.</span><br />
<div style="text-align: center;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<table border="1" cellpadding="0" cellspacing="0" class="MsoTable15Grid4Accent5" style="border-collapse: collapse; border: none; text-align: center;"><tbody>
<tr><td style="background: rgb(91, 155, 213); border: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Branch<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(91, 155, 213); border-bottom: 1pt solid rgb(91, 155, 213); border-left: none; border-right: none; border-top: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Manager<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(91, 155, 213); border-bottom: 1pt solid rgb(91, 155, 213); border-left: none; border-right: none; border-top: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(91, 155, 213); border: 1pt solid rgb(91, 155, 213); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="color: white; font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Target<o:p></o:p></span></span></b></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Lagos<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Jide Aje<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Abuja<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Ahmed Kazeem<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Kaduna<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Sanni Eze<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Port Harcourt<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Joe Opoi<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Enugu<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Chika Nwabueze<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product C<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">90<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Lagos<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Jide Aje<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Abuja<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Ahmed Kazeem<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Kaduna<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Sanni Eze<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Port Harcourt<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Joe Opoi<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Enugu<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Chika Nwabueze<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product A<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">100<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Lagos<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Jide Aje<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Abuja<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Ahmed Kazeem<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Kaduna<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Sanni Eze<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Port Harcourt<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Joe Opoi<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Enugu<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Chika Nwabueze<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product B<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">120<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Lagos<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Jide Aje<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Abuja<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Ahmed Kazeem<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Kaduna<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Sanni Eze<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="background: rgb(222, 234, 246); border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Port Harcourt<o:p></o:p></span></span></b></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Joe Opoi<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></div>
</td><td style="background: rgb(222, 234, 246); border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
<tr><td style="border: 1pt solid rgb(156, 194, 229); padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<b><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Enugu<o:p></o:p></span></span></b></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Chika Nwabueze<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Product D<o:p></o:p></span></span></div>
</td><td style="border-bottom: 1pt solid rgb(156, 194, 229); border-left: none; border-right: 1pt solid rgb(156, 194, 229); border-top: none; padding: 0in 5.4pt;" valign="top"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0in;">
<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">130<o:p></o:p></span></span></div>
</td></tr>
</tbody></table>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">So how do we achieve this?</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">ANSWER: CROSSJOIN</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">If you want to follow along and recreate this tutorial, just launch Power BI. And under Home menu, click on Enter Data. Copy paste or type in the Branch table data.</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-3NvqCS3umrU/XLzY8oc5vcI/AAAAAAAASFQ/uo3KceMllgo7EZDfkfwGmJvl3edeBj0JQCLcBGAs/s1600/Power%2BBI%2Bdax%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1204" data-original-width="1600" height="480" src="https://4.bp.blogspot.com/-3NvqCS3umrU/XLzY8oc5vcI/AAAAAAAASFQ/uo3KceMllgo7EZDfkfwGmJvl3edeBj0JQCLcBGAs/s640/Power%2BBI%2Bdax%2B1.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">Repeat same steps for Product table.</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-HRq3aO6L0lg/XLzZWLi_lsI/AAAAAAAASFY/f3hcjccvwko9882SJTMjRWXJENRZwwpXQCLcBGAs/s1600/Power%2BBI%2Bdax%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1277" data-original-width="1600" height="510" src="https://1.bp.blogspot.com/-HRq3aO6L0lg/XLzZWLi_lsI/AAAAAAAASFY/f3hcjccvwko9882SJTMjRWXJENRZwwpXQCLcBGAs/s640/Power%2BBI%2Bdax%2B2.jpg" width="640" /></span></a></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">And to the magic step: under Modeling menu, click on New Table and type <span style="background-color: #fffffe; white-space: pre;">CrossJoin Table = CROSSJOIN('Branch Table','Product Table')</span></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-5xp3QQFvCSs/XLzZqs9gDgI/AAAAAAAASFg/ivTyv290fKcYGDyWMNNtZvvA7utA3UkSACLcBGAs/s1600/Power%2BBI%2Bdax%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1565" data-original-width="1600" height="624" src="https://1.bp.blogspot.com/-5xp3QQFvCSs/XLzZqs9gDgI/AAAAAAAASFg/ivTyv290fKcYGDyWMNNtZvvA7utA3UkSACLcBGAs/s640/Power%2BBI%2Bdax%2B3.jpg" width="640" /></span></a></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">And voila! You are done.</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">BONUS: What if you needed to do this in Excel?</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">You will have to use PowerQuery's Unpivot, and maybe more than once if both tables have more than 2 columns of relevant data.</span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;">You can watch the YouTube tutorial: <a href="https://youtu.be/A_2GM4Ig24k" target="_blank">https://youtu.be/A_2GM4Ig24k</a> </span></div>
<div style="text-align: left;">
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<iframe allowfullscreen="" class="YOUTUBE-iframe-video" data-thumbnail-src="https://i.ytimg.com/vi/A_2GM4Ig24k/0.jpg" frameborder="0" height="266" src="?feature=player_embedded" width="320"></iframe></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></div>
<br />
<div style="text-align: left;">
</div>
<span style="font-family: "trebuchet ms" , sans-serif;">Enjoy!</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And to join our training class, visit <a href="https://www.urbizedge.com/powerbi">https://www.urbizedge.com/powerbi</a></span><br />
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com9tag:blogger.com,1999:blog-5191590820766647711.post-312358596263391892018-11-19T01:07:00.001-08:002018-11-19T01:07:35.363-08:00How To Scrape Data From A Website Into Power BI (AbokiFX as an example)<span style="font-family: Verdana, sans-serif;">Power BI is an amazing tool. I have used it to create amazing auto-updating dashboards for different reporting needs. You can view a couple that I made publicly available: <a href="https://www.nigerianelite.com/Shares/Analysis" target="_blank">https://www.nigerianelite.com/Shares/Analysis</a>, <a href="https://community.powerbi.com/t5/Data-Stories-Gallery/Sales-Dashboard-for-a-Pizza-Restaurant/m-p/509025#M2208" target="_blank">https://community.powerbi.com/t5/Data-Stories-Gallery/Sales-Dashboard-for-a-Pizza-Restaurant/m-p/509025#M2208</a> and <a href="https://community.powerbi.com/t5/Data-Stories-Gallery/Nigerian-Stocks-Market-Analysis-Live-Report/m-p/175769#M850" target="_blank">https://community.powerbi.com/t5/Data-Stories-Gallery/Nigerian-Stocks-Market-Analysis-Live-Report/m-p/175769#M850</a></span><br />
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<span style="font-family: Verdana, sans-serif;">Today, however, I will be showing you how to use Power BI to scrape data from a website and create a report/dashboard from the scrapped data. I will illustrate with AbokiFX.com data on parallel market FX rates for Nigeria. Effectively, you will be creating a report like the one below:</span></div>
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<a href="https://3.bp.blogspot.com/-AOtqmZpZCYY/W_Jv6Ji6E4I/AAAAAAAAQEg/06WgEe0ToEo9r2bOggzCoXnK2KIEisdbgCLcBGAs/s1600/abokifx%2Bpbi.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="892" data-original-width="1600" height="356" src="https://3.bp.blogspot.com/-AOtqmZpZCYY/W_Jv6Ji6E4I/AAAAAAAAQEg/06WgEe0ToEo9r2bOggzCoXnK2KIEisdbgCLcBGAs/s640/abokifx%2Bpbi.jpg" width="640" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;">You can view the interactive version at <a href="https://community.powerbi.com/t5/Data-Stories-Gallery/Nigeria-Parallel-black-Market-FX-Rates-from-Abokifx-com/m-p/568355#M2372" target="_blank">https://community.powerbi.com/t5/Data-Stories-Gallery/Nigeria-Parallel-black-Market-FX-Rates-from-Abokifx-com/m-p/568355#M2372</a> and you can download the editable source file at <a href="https://drive.google.com/file/d/1emrcWqpSnBaiYntrvV9ecnUYEcVJ9I3i/view?usp=sharing" target="_blank">https://drive.google.com/file/d/1emrcWqpSnBaiYntrvV9ecnUYEcVJ9I3i/view?usp=sharing</a> </span></div>
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<span style="font-family: Verdana, sans-serif;"><b>STEP 1</b></span></div>
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<span style="font-family: Verdana, sans-serif;">From an empty Power BI desktop file, do Get Data and pick from Web (under Other).</span></div>
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<a href="https://4.bp.blogspot.com/-YUhno45ZB7A/W_J1blaZyRI/AAAAAAAAQEs/Uo_alcVOfo4bHHRzK9awz533JGNmXXXqwCLcBGAs/s1600/abokifx%2Bpbi%2B6.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="1278" data-original-width="1600" height="510" src="https://4.bp.blogspot.com/-YUhno45ZB7A/W_J1blaZyRI/AAAAAAAAQEs/Uo_alcVOfo4bHHRzK9awz533JGNmXXXqwCLcBGAs/s640/abokifx%2Bpbi%2B6.jpg" width="640" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;">Follow through with providing the URL of the website to pick data from and selecting the table of data to pull into Power BI.</span></div>
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<a href="https://1.bp.blogspot.com/-AHea1p0KtfU/W_J1uQcy_MI/AAAAAAAAQE0/94v3pSjFNQUzW0sUdOXhQNGYoBJ-TGabgCLcBGAs/s1600/abokifx%2Bpbi%2B7.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="576" data-original-width="1600" height="230" src="https://1.bp.blogspot.com/-AHea1p0KtfU/W_J1uQcy_MI/AAAAAAAAQE0/94v3pSjFNQUzW0sUdOXhQNGYoBJ-TGabgCLcBGAs/s640/abokifx%2Bpbi%2B7.jpg" width="640" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-k9LRXn-1OPU/W_J1uonTYzI/AAAAAAAAQE4/ynKaEsft8AQNSb0ZY4zob5-CQ9cqLCrqACLcBGAs/s1600/abokifx%2Bpbi%2B8.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="1193" data-original-width="1600" height="476" src="https://2.bp.blogspot.com/-k9LRXn-1OPU/W_J1uonTYzI/AAAAAAAAQE4/ynKaEsft8AQNSb0ZY4zob5-CQ9cqLCrqACLcBGAs/s640/abokifx%2Bpbi%2B8.jpg" width="640" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;"><b>STEP 2</b></span></div>
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<span style="font-family: Verdana, sans-serif;">Do a couple of transformation on the data (except you are very lucky that the pulled data is already in a form that suits your report).</span></div>
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<a href="https://1.bp.blogspot.com/-4COG2klZyWo/W_J51zTmVLI/AAAAAAAAQFE/f5UxaIEFclYysJ6cgTY38-r0llI1UUoegCLcBGAs/s1600/abokifx%2Bpbi%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="859" data-original-width="1600" height="342" src="https://1.bp.blogspot.com/-4COG2klZyWo/W_J51zTmVLI/AAAAAAAAQFE/f5UxaIEFclYysJ6cgTY38-r0llI1UUoegCLcBGAs/s640/abokifx%2Bpbi%2B2.jpg" width="640" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-x-g6SuctcSk/W_J525IBaKI/AAAAAAAAQFI/3vASDjg1YMkLynbedyRFHwcjkqg8m3p5wCLcBGAs/s1600/abokifx%2Bpbi%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="836" data-original-width="1600" height="334" src="https://2.bp.blogspot.com/-x-g6SuctcSk/W_J525IBaKI/AAAAAAAAQFI/3vASDjg1YMkLynbedyRFHwcjkqg8m3p5wCLcBGAs/s640/abokifx%2Bpbi%2B3.jpg" width="640" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;"><b>STEP 3</b></span></div>
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<span style="font-family: Verdana, sans-serif;">Create the report you want and publish.</span></div>
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<a href="https://1.bp.blogspot.com/-l1nxqW-wm8g/W_J6Gwx_kiI/AAAAAAAAQFU/JjHFkElGz5MlbjogxUcU0y5u9XzYJhAegCLcBGAs/s1600/abokifx%2Bpbi%2B5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="858" data-original-width="1600" height="342" src="https://1.bp.blogspot.com/-l1nxqW-wm8g/W_J6Gwx_kiI/AAAAAAAAQFU/JjHFkElGz5MlbjogxUcU0y5u9XzYJhAegCLcBGAs/s640/abokifx%2Bpbi%2B5.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-DPoADUOzVYU/W_J6U8RIIuI/AAAAAAAAQFc/S72xsnuSspwTF48are-wCiIqRMrlTjPYQCLcBGAs/s1600/abokifx%2Bpbi%2B9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" data-original-height="819" data-original-width="1600" height="326" src="https://1.bp.blogspot.com/-DPoADUOzVYU/W_J6U8RIIuI/AAAAAAAAQFc/S72xsnuSspwTF48are-wCiIqRMrlTjPYQCLcBGAs/s640/abokifx%2Bpbi%2B9.jpg" width="640" /></span></a></div>
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<span style="font-family: Verdana, sans-serif;">You may also want to configure a scheduled refresh to make Power BI keep pulling new data from the website everyday.</span></div>
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com2tag:blogger.com,1999:blog-5191590820766647711.post-66859392920320237062018-08-25T17:36:00.001-07:002018-08-25T17:36:30.463-07:00Comprehensive Financial Modelling and Financial Planning Training<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-KQ7OUhK-UKc/W4H1BPkoenI/AAAAAAAAPdY/JCwSAqr8vdgE8ptSQPnKMVl8fgi0XcflgCLcBGAs/s1600/dcf%2Bvaluation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="787" data-original-width="1600" height="314" src="https://1.bp.blogspot.com/-KQ7OUhK-UKc/W4H1BPkoenI/AAAAAAAAPdY/JCwSAqr8vdgE8ptSQPnKMVl8fgi0XcflgCLcBGAs/s640/dcf%2Bvaluation.jpg" width="640" /></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Register for the upcoming hands-on Nigerian industry relevant Financial Modelling.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Just 10 slots available!</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Our lead trainer has built financial models, investment portfolio risk models, stocks analysis models, automated financial reporting templates, loan schedules, FX tracker, market indices tracker and many other financial projects for corporate clients within and outside Nigeria. He is not going to share book knowledge with you but real world expertise and templates you can readily use. He is also one of the few Africans that have been vetted and accepted as a Financial Modelling and Valuation expert on TopTal whose client base span fortune 500 companies and other big companies across Europe, Americas, Australia and Asia. <a href="https://www.toptal.com/finance/resume/michael-olafusi" target="_blank">You can view his TopTal profile here</a><o:p></o:p></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">He is the sole developer of the <a href="https://appsource.microsoft.com/en-us/product/office/WA104380801?tab=Overview" target="_blank">only Nigerian financial markets analysis tool</a> on Microsoft office store, developer of <a href="https://www.nigerianelite.com/Shares/Analysis" target="_blank">Nigerian stocks analysis dashboard</a> and the brain behind the <a href="http://nigeriamarketdata.com/" target="_blank">Nigeria Market Data platform</a>.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">He has also published an Amazon bestseller on Microsoft Excel: <a href="https://www.amazon.com/dp/B01255TQ84" target="_blank">Microsoft Excel and Business Data Analysis for The Busy Professional</a> and another bestseller on Power BI <a href="https://www.amazon.com/dp/B078NF5XYP" target="_blank">Power BI for the Busy Professional book</a>. He is the type of all-rounder you would want to be trained by. <o:p></o:p></span></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">This training is aimed at making you proficient in building Financial Models and carrying out Valuation for existing businesses, startups and capital projects. You will learn to create financial models from scratch using Microsoft Excel and build one during the training on a real Nigerian company. You will also learn how to apply them in real world situations so as to help friends with their business valuations, help your company with financial planning and advise clients on equity funding. The training is strictly targeting people with accounting background and basic knowledge of corporate finance.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You will get lunch, a branded DVD with training materials and templates, training notepad with pen, hardcopy comprehensive training reference materials, a training certificate from us (a registered Microsoft Partner), access to our online community and after training support.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Our different trainings have had participants from Guinness Nigeria, Nigerian Breweries, Schlumberger, Chevron, Periscope, Brains and Hammers, GfK, Palladium Group, First Bank, Citi Bank, Dalberg, PMI, EatNGO, NLNG, GSK, Promasidor, SaveTheChildren, Mobil, FMDQ, NSE, Biofem Pharmaceuticals, Total, Vodacom, Nestle, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), SABMiller, IBM, Airtel, Diamond Bank, ECOWAS, Ministry of Finance, Transmission Company of Nigeria, Nokia Siemens Networks and DDB.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Reach Michael on 0700ANALYTICS, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com to register.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Date: Monday 17th September 2018 to Wednesday 19th September 2018.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Venue: Kristina Jade Learning Center, 70b Olorunlogbon street, Off Alade Lawal street, Anthony Village, Lagos.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">For Kenya, Ghana, Cameroon, Togo and Benin: Kindly contact us on +1-941-312-2149 or email info@urbizedge.com for details of training date. Thanks!</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The training outline is:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">1) Introduction to Financial Modelling and Valuation</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">a. Referesher on the fundamental accounting principles</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">b. Building a Trial Balance</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">c. Building the Income Statement from the Trial Balance</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">d. Building the Balance Sheet Statement from the Trial Balance</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">e. Building the Cash Flow Statement from the Trial Balance</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">f. Introduction to Financial Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">2) Different Types of Financial Models</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">a. Discounted Cash Flow (DCF) Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">b. Comparative Company Analysis (comps) Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">c. Sum-of-the-parts Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">d. Leveraged Buy Out (LBO) Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">e. Merger and Acquisition (M&amp;A) Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">f. Book value Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">g. Dividend Discount Model</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">3) Building a Discounted Cash Flow Model from Scratch</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">a. Template Building from Scratch</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. Creating the Required Sheets and Having an Index Sheet</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. General Model Structure Design</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iii. Working Across Multiple Sheets at Once</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iv. Linking Sheets</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">v. Absolute and Relative References</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">vi. Template Building Tricks</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">b. Required Excel Tools and Formulas</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. What-If-Analysis Tools: Goal Seek, Scenario Manager and Data Table</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. Charts</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iii. PivotTable and PowerPivot</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iv. Power Excel Formulas</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">4) DCF Modelling Stages</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">a. DCF Modelling Stage One: Projection Ratios and Scenarios (Optimistic, Base and Pessimistic)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. Income Statement Drivers Projections</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. Balance Sheet Drivers Projections</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">b. DCF Modelling Stage Two: Financial Statements Forecasts</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. Income Statement Forecast</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. Balance Sheet Forecast</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iii. Cashflow Statement Forecast</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">c. DCF Modelling Stage Three: Valuation</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. Enterprise Value = Discounted Cashflow of Explicit Forecast Period + Discounted Terminal Value</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. Calculation of WACC, CAPM and Cost of Debt</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iii. Practical Reality of the Nigerian Economic Space</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iv. Extracting The Equity Value from The Enterprise Value</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">v. Senitivity Analysis: WACC vs Perpetuity growth</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">d. Practical Use of The Results</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">i. Company Valaution: Sell-side, Buy-side and Advisory</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">ii. Business Unit or Subsidiary Valuation</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">iii. Capital Project Valuation</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">5) Financial Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">a. Liquidity Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">b. Asset Management Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">c. Leverage Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">d. Profitability Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">e. Valuation Ratios</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">f. Financial Project Planning Excel formulas</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Reach Michael on 0700ANALYTICS, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com to register.</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-91491928191108129662018-08-20T11:31:00.002-07:002018-08-20T11:31:24.046-07:00Industry First (from UrBizEdge): Data Analysis As A Service. You’ll Love It!<div class="separator" style="clear: both; text-align: center;">
<a href="https://1.bp.blogspot.com/-s6G-UjrNFR8/W3p64-mdVMI/AAAAAAAAPXw/x4cUdXn6qoQbsrahXlUiKVUhhkPOGfVQQCLcBGAs/s1600/data%2Banalysis%2Bas%2Ba%2Bservice.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="642" data-original-width="1600" height="256" src="https://1.bp.blogspot.com/-s6G-UjrNFR8/W3p64-mdVMI/AAAAAAAAPXw/x4cUdXn6qoQbsrahXlUiKVUhhkPOGfVQQCLcBGAs/s640/data%2Banalysis%2Bas%2Ba%2Bservice.png" width="640" /></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">We recently came up with this innovative solution for busy professionals. It is an industry first: DaaS. Data Analysis As A Service. A subscription based service. In fact, I'll share with you the very announcement letter/email I sent out to our customers/leads.</span><br />
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<span style="color: #202020; font-family: "helvetica" , sans-serif; font-size: 19.5pt; line-height: 32.5px;">Make us your secret weapon!<o:p></o:p></span></h1>
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<span style="color: #202020; font-family: "helvetica" , sans-serif; font-size: 12pt; line-height: 24px;">Have you ever experienced the analyst's block (kinda like writer's block, when you just don't know how to make the report you want)?<br /><br />Have you ever felt your report could be better?<br /><br />Have you ever felt like you were not making the most of the data at your disposal? Like there is more you could be uncovering and tracking and reporting?<br /><br />Have you ever felt you need experts you can call on any day and at any time but won't cost you an arm and leg?<br /><br />Okay, maybe I lied about the not costing you an arm and leg. The good thing is that we have structured it flexibly so you can always get more value than the cost.<br /><br />We have created an industry first: DaaS (Data Analysis as a Service).<br /><br />Maybe you have tried training. Perhaps you have attended our in-depth high value training class. You have our video learning materials, our book and our practice files. We hope you remember everything we taught you. However, things are changing. You are changing. Your work is changing. The industry is changing. Excel is changing. Power BI is changing. Everything is changing. You already have a demanding job and can't be spending all day keeping abreast of what's new and applicable to you as regards making the most of your data and reports. We are offering to be your secret weapon.<br /><br />So what's the DaaS structured as?<br /><br />It is simple and straightforward as ABC.<br /><br /><strong><span style="font-family: "helvetica" , sans-serif;">A</span></strong>. You can reach us remotely (calls, Skype, emails, SMS etc) and at our office (70b Olorunlogbon street, after Banex hotel, Anthony Village, Lagos) for targeted help with your office work. Note: we won't come to your office or house.<br /><strong><span style="font-family: "helvetica" , sans-serif;">B</span></strong>. There is fair usage policy (FUP). So you have to book not less than 24hrs prior and you are entitled to 24hrs/month (which is equivalent to 3 full days) consulting time (both remote and physical). Any length of time above that will attract some extra small charge/fee.<br /><strong><span style="font-family: "helvetica" , sans-serif;">C</span></strong>. You have a dedicated resource (more like technical account manager). It is not Michael. He/she is your primary contact, handles all your work requests, communication, meetings and projects. There is a pool of internal resources (Michael inclusive) he/she will draw on, as appropriate, to satisfy all your relevant needs. We have full-time data analysts that are already handling consulting projects and training, so just as skilled as Michael and they are the ones designated as technical account managers.<br /><br />So how much does this cost?<br /><br />That's the best part: there are four flexi plans.<o:p></o:p></span></div>
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<li class="MsoNormal" style="color: #202020; line-height: 24px;"><span style="font-family: "helvetica" , sans-serif; font-size: 12pt; line-height: 24px;">N45,000/month. You can cancel anytime and restart anytime (no refunds, when you cancel it means you just don't pay when your subscription elapses).<o:p></o:p></span></li>
<li class="MsoNormal" style="color: #202020; line-height: 24px;"><span style="font-family: "helvetica" , sans-serif; font-size: 12pt; line-height: 24px;">N90,000/quarter<o:p></o:p></span></li>
<li class="MsoNormal" style="color: #202020; line-height: 24px;"><span style="font-family: "helvetica" , sans-serif; font-size: 12pt; line-height: 24px;">N150,000/half-year<o:p></o:p></span></li>
<li class="MsoNormal" style="color: #202020; line-height: 24px;"><span style="font-family: "helvetica" , sans-serif; font-size: 12pt; line-height: 24px;">N200,000/year<o:p></o:p></span></li>
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<span style="color: #202020; font-family: "helvetica" , sans-serif; line-height: 24px;"><span style="font-size: 12pt;">And it's not negotiable. Why that funny pricing structure? That is the result of our own in-house data analytics on the pricing.</span><br /><br />We already bill N100,000/day for one-on-one consulting (corporate clients rate is N250,000/day) and even when we are overpowered by the superior negotiating tactics of some of you, we only go as low as N70,000/day for individuals. And that is 8 hrs at a go which is never as effective as two separate 4 hrs, and way less than the 24 hrs spreadable over an entire month that we are offering you at N45,000/month and even less than N19,000/month when you take the year option.<br /><br /><span style="font-size: 12pt;">We can only service 10 people at the same time. So if you need our service but delay too much, you will have to wait for an open slot if all 10 slots are taken. And just as we can't review the price downwards, so also will we not accept you doubling the fee so we can take you up.</span><br /><br /><span style="font-size: 12pt;">What do you think?</span><br /><br /><span style="font-size: 12pt;">If interested, get in touch as soon as you can and we will get in touch with you. Reach Michael on 0700ANALYTICS, 0808-938-2423, 0806-312-5227 and mike@urbizedge.com or Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com</span><br /><br /><span style="font-size: 12pt;">Again, welcome to the world of DaaS!</span><br /><br /><br /><span style="font-size: 12pt;">To your Excel-ling!</span><br /><span style="font-size: 12pt;">Michael Olafusi</span><br /><span style="font-size: 12pt;">0700ANALYTICS</span><br /><a href="http://www.urbizedge.com/" style="font-size: 12pt;" target="_blank">www.urbizedge.com</a><br /><br /><strong style="font-size: 12pt;"><span style="font-family: "helvetica" , sans-serif;">P.S.</span></strong><span style="font-size: 12pt;"> We have now fully launched our open class </span><a href="https://olafusimichael.us7.list-manage.com/track/click?u=fbd68b6f98da060c6fc3e9fc4&id=a62b488890&e=20ac76089f" style="font-size: 12pt;" target="_blank"><span style="color: #2baadf;">Financial Modelling and Financial Planning course</span></a><span style="font-size: 12pt;">, you can read up on the details and registration steps at </span><a href="https://www.urbizedge.com/FinancialModelling" style="font-size: 12pt;" target="_blank">https://www.urbizedge.com/FinancialModelling</a><span style="font-size: 12pt;"> We've spent three years perfecting the curriculum via doing on-request financial modelling training for companies, and building models for both foreign and local clients.<o:p></o:p></span></span></div>
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com138tag:blogger.com,1999:blog-5191590820766647711.post-17052149244585533602018-07-31T10:21:00.001-07:002018-07-31T10:27:41.192-07:00Join Us: Nigerian Excel Users 2018 Meetup on 1st September, 2018<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-EdAxupeAAYc/W2CX22ZivAI/AAAAAAAAPMs/aqDarWjJIwcMCMGgH8nN4LP87b4AELCXQCLcBGAs/s1600/2018%2Bmeetup.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="861" data-original-width="1600" height="344" src="https://2.bp.blogspot.com/-EdAxupeAAYc/W2CX22ZivAI/AAAAAAAAPMs/aqDarWjJIwcMCMGgH8nN4LP87b4AELCXQCLcBGAs/s640/2018%2Bmeetup.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Last year, we had a great time rubbing minds on the amazing things one could do with Microsoft Excel and had a presentation on other data analytics platforms. There were participants from all over Nigeria and the community has kept growing strong and sharing career growing knowledge.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">This year, there will be a similar meetup/conference and you can RSVP at <a href="https://www.meetup.com/Nigerian-Excel-Users-Meetup/events/253308965/">https://www.meetup.com/Nigerian-Excel-Users-Meetup/events/253308965/</a></span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Below is the agenda:</span><br />
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<b><span style="font-family: "trebuchet ms" , sans-serif;">Nigerian Excel Users 2018 Meetup</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">The Zone Tech Park, Plot 9 Gbagada Industrial Scheme, UPS b/stop, Gbagada - Oshodi Expressway, Lagos.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">1st September, 2018 (10:00am to 3:30pm)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Start Time: 10:00am</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">1) Introduction and networking (25 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">2) General Discussions pt 1(Your Excel Journey, career advantage, Excel pet peeves, ideas, the esoteric, 40 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">3) Presentation 1 (25 mins) + Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">4) Presentation 2 (25 mins) + Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">5) Break (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">6) Presentation 3 (25 mins) + Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">7) Presentation 4 (25 mins) Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">8) Break (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">9) Presentation 5 (25 mins) Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">10) Presentation 6 (25 mins) Q &amp; A (10 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">11) General Discussions pt 2 (Your Excel Journey, career advantage, Excel pet peeves, ideas, the esoteric, 30 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">12) Close (5 mins)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">End Time: 3:30pm (Networking continues)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">There will be drinks and snacks.</span><br />
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<b><span style="font-family: "trebuchet ms" , sans-serif;">Also, if you are interested in making a presentation, then you can fill the following <a href="https://docs.google.com/forms/d/e/1FAIpQLSclALG6dI6hBC4d5Yk0d82W4yz9gZ0SWBNqcXlZTM3gcF1SBg/viewform?c=0&w=1" target="_blank">Google form (link here)</a></span></b><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><iframe frameborder="0" height="520" marginheight="0" marginwidth="0" src="https://docs.google.com/forms/d/e/1FAIpQLSclALG6dI6hBC4d5Yk0d82W4yz9gZ0SWBNqcXlZTM3gcF1SBg/viewform?embedded=true" width="700"></iframe></span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com1tag:blogger.com,1999:blog-5191590820766647711.post-16053936278944043652018-07-16T02:38:00.002-07:002018-07-16T02:38:54.041-07:00SUMIF, SUMIFS, COUNTIF and COUNTIFS For Multiple Values of Interest At Once<span style="font-family: "trebuchet ms" , sans-serif;">In case you are not too familiar with SUMIF, SUMIFS, COUNTIF and COUNTIFS, they are a group of formula used to sum or count records that meet a specified criterion. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Below are some easy to follow examples to help you fully grasp them. You can <a href="https://drive.google.com/file/d/15W7zluKlqD3naEyIskvF4xT9wZ22qvYZ/view?usp=sharing" target="_blank">download the practice file here</a>: https://drive.google.com/file/d/15W7zluKlqD3naEyIskvF4xT9wZ22qvYZ/view?usp=sharing </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">SUMIF</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">I have a transaction database for a pizza restaurant and I am interested in total sales for Hot Veggie. With SUMIF I can get that done easily.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">=SUMIF(B:B,"Hot Veggie",E:E)</span><br />
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<a href="https://4.bp.blogspot.com/-L3BNXj4gD9U/W0xYNmgMjkI/AAAAAAAAPHI/IWufFv0KqYg84lEeJzOxX_wRh2ZvY0EuQCLcBGAs/s1600/sumif.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="861" data-original-width="1600" height="344" src="https://4.bp.blogspot.com/-L3BNXj4gD9U/W0xYNmgMjkI/AAAAAAAAPHI/IWufFv0KqYg84lEeJzOxX_wRh2ZvY0EuQCLcBGAs/s640/sumif.jpg" width="640" /></span></a></div>
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<b><span style="font-family: "trebuchet ms" , sans-serif;">SUMIFS</span></b></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">What if we also want to consider other conditions beyond just the name of the pizza sold, say we want to find the sales amount for all the Hot Veggie sold after 8:30 am? </span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">That is what SUMIFS is for; it is the plural form of SUMIF, allowing you to chain as many conditions as you want.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">=SUMIFS(E:E,B:B,"Hot Veggie",F:F,"&gt;8:30")</span></div>
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<b><span style="font-family: "trebuchet ms" , sans-serif;">COUNTIF</span></b></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Maybe I am just interested in the number of transactions that are for Hot Veggie. Again, very easy. We just use COUNTIF.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">=COUNTIF(B:B,"Hot Veggie")</span></div>
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<b><span style="font-family: "trebuchet ms" , sans-serif;">COUNTIFS</span></b></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">How about count of transactions for Hot Veggie that happened after 8:30?</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">=COUNTIFS(B:B,"Hot Veggie",F:F,"&gt;8:30")</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Now to the very interesting parts. What if I am interested in not just Hot Veggie, but also Meatzaa, Italiano and BBQ Chicken?</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Q: Sum all the sales for Meatzaa, Hot Veggie, Italiano and BBQ Chicken</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">A: =SUM(SUMIF(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},E:E))</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">You might wonder why the {..} wrapping the list of pizzas. It is how Excel allows you to specify an array (a list, like we've done). Also, you might wonder why the SUM(...) around the SUMIF formula. It is what allows Excel to sum up all the different answers for each pizza type. See what I mean from the partially calculated formula screenshot below.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">And you can use this same pattern for SUMIFS, COUNTIF and COUNTIFS.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Q: Sum all the sales for Meatzaa, Hot Veggie, Italiano and BBQ Chicken after 8:30 am</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">A: =SUM(SUMIFS(E:E,B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},F:F,"&gt;8:30"))</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Q: Count of all the transactions for Meatzaa, Hot Veggie, Italiano and BBQ Chicken</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">A: =SUM(COUNTIF(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"}))</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Q: Count of all the transactions for Meatzaa, Hot Veggie, Italiano and BBQ Chicken after 8:30 am</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">A: =SUM(COUNTIFS(B:B,{"Meatzaa","Hot Veggie","Italiano","BBQ Chicken"},F:F,"&gt;8:30"))</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">For more of these types of <a href="https://www.urbizedge.com/Tutorials" target="_blank">very useful tutorials </a>you can check out <a href="https://www.urbizedge.com/Tutorials">https://www.urbizedge.com/Tutorials</a> and subscribe to my <a href="https://www.youtube.com/c/MichaelOlafusi" target="_blank">YouTube channel</a></span></div>
Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-51082982274975705662018-07-10T03:26:00.000-07:002018-07-10T03:26:02.081-07:00Sales Forecasting Tools In Microsoft Excel<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">During our monthly training classes, I notice a strong interest in being able to make sales and transactions forecast by participants from retail industry and financial institutions. Their face lit up when I tell them that there are a couple of forecast tools in Microsoft Excel they can make good use of.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">In today's post, I will be walking you through those forecast tools with a focus on using them to make sales forecast.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">1. Forecast Sheet </span></b><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">People are usually surprised when I show them this tool. It is one of the tools added to Excel 2016 and Office 365, and you will find it under Data menu. With it you can make very useful time series forecasts that takes into consideration trend and seasonality in your data.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Let's say you work for Cadbury and would like to forecast sales for the ever yummy Bournvita beverage; it is common sense to factor in the reality that sales always spike in some specific months of the year (Christmas hampers period etc.). That is what is beautifully handled by the seasonality component of the forecast sheet tool. And there is also trend (are sales generally trending upwards or downwards). What I most like about it is the flexibility Microsoft put into it: you can handle missing records, set confidence interval, and even let it automatically detect the seasonality.</span><br />
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<a href="https://2.bp.blogspot.com/-ngOZSxmr_oA/W0R-95s2tvI/AAAAAAAAPF4/uosm4CgPIWcWp7AUfPkKVuAeDlx_byK5ACLcBGAs/s1600/forecast%2Btool%2Bsettings.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1538" data-original-width="1600" height="614" src="https://2.bp.blogspot.com/-ngOZSxmr_oA/W0R-95s2tvI/AAAAAAAAPF4/uosm4CgPIWcWp7AUfPkKVuAeDlx_byK5ACLcBGAs/s640/forecast%2Btool%2Bsettings.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></b><b><span style="font-family: "trebuchet ms" , sans-serif;">2. Moving Average</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">This is the most common forecasting method I see business people use. Any time you are projecting the average growth for the last couple of months or years forward, you are doing plain vanilla Moving Average. Then whenever you take that average and add a magic number to it (like we do in coming up with optimistic case and pessimistic case in most financial modelling), you are still doing Moving Average -- the strawberry and lemon flavoured version of it. And whenever management says they want to double growth rate year on year for the next three years; that, again, is Moving Average.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">So how do you do it in Microsoft Excel? If you are okay with typing a simple formula in Excel, then just doing =AVERAGE(last x periods) gets you there.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">However, if you are not on friendly terms with Excel formulas, you can take advantage of Moving Average in Excel Data Analysis Toolpak.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Just remember to first activate Data Analysis Toolpak from File &gt;&gt; Options &gt;&gt; Add-ins &gt;&gt; Manage Excel Add-ins </span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">3. Regression</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Let's say you work for Julius Berger Construction company. The company revenue depends on Federal Government budget, GDP growth rate, number of meetings with potential clients, which party is in power, PMI and FDI. Perhaps way more than which month of the year we are in or the previous years revenue. Then it would make better sense to do a forecast model that combines all those factors and give you some sense of what type of revenue figure to expect this year. And more importantly, show you which factors strongly influence your revenue and which are not very important, plus how much you need to do as regards the factors under your control in order to achieve a specific desired revenue goal. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">That forecast model is regression.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">It requires a fairly good deal of statistics knowledge but is well worth the work. And Excel has a tool that takes away most of the computational headache. You just do a couple of clicks and read a blog post on how to interpret + use the regression tool results.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You'll find it under the Data Analysis Toolpak I earlier showed you how to activate.</span><br />
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<a href="https://4.bp.blogspot.com/-PnGhaUnbbg8/W0SHGQjripI/AAAAAAAAPGs/G6xCYFskUQ4xIBkXO_vgYzagRm6Y0UVzACLcBGAs/s1600/regression.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="740" data-original-width="1600" height="296" src="https://4.bp.blogspot.com/-PnGhaUnbbg8/W0SHGQjripI/AAAAAAAAPGs/G6xCYFskUQ4xIBkXO_vgYzagRm6Y0UVzACLcBGAs/s640/regression.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And these are the common sales forecasting tools you should be conversant with in Microsoft Excel. If you look through the Data Analysis Toolpak, you'll find a couple more.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">If you enjoyed this and would like to learn more useful analysis tools, you absolutely should subscribe to my <a href="https://www.youtube.com/c/MichaelOlafusi" target="_blank">YouTube channel</a> and go through my humour filled tutorial video collections. :)</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-83568733001910231102018-07-09T09:34:00.000-07:002018-07-09T11:41:26.551-07:00The Practical Value, In Life And Work, Of Knowing Microsoft Excel Enough To Do You Own Templates And Analysis<div class="separator" style="clear: both; text-align: center;">
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<span style="font-family: "trebuchet ms" , sans-serif;">People are surprised when I tell them that my first (and only) degree is in Electrical and Electronics Engineering. And unlike many people, I had the chance to go back to the core Engineering role I studied for but I didn't, only asked my boss to keep the offer open in case I get bored with Microsoft Excel. Now I make my full-time living from Microsoft Excel.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">So what are the practical value you get from being good at using Microsoft Excel?</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Let's start with in general life, outside of work. Especially for people whose work won't need them using Microsoft Excel.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><b>1. Non-work Use</b></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">What do you think I and many other people use for their personal finance planning and investment analysis? Well, it is Microsoft Excel. Even when you buy a personal finance book and additional resources are given you for practical application of what the book is teaching you, those resources often include Microsoft Excel templates.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">What do you think people use to track the performance of their side business? Actually, people use all kinds of things to track their side hustle -- from paper + biro, word of mouth, intuition, Microsoft Excel, to sophisticated apps/software. Hope you noticed Microsoft Excel in the list. If you don't have money for sophisticated apps/software and don't want to use paper + pen, Microsoft Excel is more than enough.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">What do people use to plan major events and major projects expenses? Microsoft Excel.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Having a good grasp of Microsoft Excel can make many tedious non-work (or even non-data related work) activities a breeze. Imagine an IT guy needing to create email accounts for 120 newly employed staff. With Excel, all he needs to do to reduce the number of keystrokes significantly is to copy their first name and last name into Excel in separate columns, then CONCATENATE (and LEFT if the company uses initials in the email format). </span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">There are many non-Excel and non-work related stuff I have used Excel for and see others use Excel for. One example I even created a template around for people not Excel savvy is the need to send bulk SMS to dozens or hundreds of people and not wanting to spend an hour on arranging the numbers in the format most bulk SMS platforms require. Another is sending personalized email to your group or community members without doing it one by one or using an email marketing app.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">The knowledge of Excel is as good and versatile as the knowledge of basic mathematics. You will always find situations where it will save you time and even prevent you from making wrong decisions.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">The moment you aspire to be part of management, to rise to the level of a CEO or CMO or CFO or COO or CIO or CTO, that moment is your clue to knowing that you can't escape the use of Microsoft Excel in your career. At that top, everything falls on data-driven strategy. You can't sweet talk your fellow CxO and board into doing something you haven't done the Excel analysis around.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">I constantly come across people who have risen in their career, following a very technical path, and then suddenly they are part of management or need to work very closely with management, and find that their low competence in using Excel and carrying out data-driven analysis is an embarrassing weakness.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Then there are programmers who just love to hate Excel. They represent a category of people who would like to use something complicated for everything. Then they start having issues with managers who want some type of reports that are best made in Excel. Occasionally, I see them spend time coding a program to do something one off, something very easy and fast to do in Excel. They still don't see the value of Excel until I do it for them in Excel and they go WOW! </span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">Lastly, if you are a sales analyst or finance manager or accountant or project manager or marketing manager or operations manager or human resource manger and you are not very proficient in the use of Microsoft Excel you might be jeopardizing your productivity. You are supposed to focus more on high level strategy and guiding the management than fighting with data. Being very good with Excel will mean more insightful reports, fast comprehensive analysis, better chart-backed presentations and better decision making based on data. </span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">If you feel convinced enough to want to up your Excel competence, you can take advantage of my <a href="https://www.urbizedge.com/Tutorials" target="_blank">company's free training resources</a> or even take my Udemy course with a certificate for free using this coupon link <a href="https://www.udemy.com/business-data-analysis-with-microsoft-excel/?couponCode=KYYMCA">https://www.udemy.com/business-data-analysis-with-microsoft-excel/?couponCode=KYYMCA</a> (just 96 coupons available via that link).</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;">All the best!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com1tag:blogger.com,1999:blog-5191590820766647711.post-61817808839702645342018-05-28T09:35:00.002-07:002018-05-28T09:35:48.951-07:00UrBizEdge Democracy Day Promo -- Free Excel Consulting And Highly Subsidized Beginner Excel Class<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
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<span style="font-family: Trebuchet MS, sans-serif;">To celebrate the Democracy Day we (<a href="http://www.urbizedge.com/" target="_blank">UrBizEdge Limited</a>) are offering every Nigerian (and non-Nigerian too) free consulting services. If you've got any not too complex task or need a short virtual class/training we would be glad to help you for free. If the political and economic circumstances in the country are not making you happy, then let us be the silver-lining around the clouds. We want to be the rainbow -- to give you something memorable and refreshing -- this period.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">The offer starts from today and expires on 30th of June 2018. And you are only permitted to contact Hannah on 0802-118-0874 and hannah@urbizedge.com or Emmanuel on 0908-482-5064 and emmanuel@urbizedge.com to take advantage of the offer. If you call or email Michael, he's going to bill you and pass the work to them. So get same results but pay nothing.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">And the whole Democracy Day promo doesn't end there. We are organizing a hugely subsidized beginner Excel class to take place in the month of June 2018. A two days class but taken at a pace and level that is perfect for beginners. We will provide our usual high quality training materials, tea break, lunch break and after training support. But rather than charging the standard fee of N100,000 we do for our regular In-depth Excel master class (often with some discounts) or the N60,000 we charge the companies sending many participants for a custom beginner class; we will be charging a token sum of N25,000/participant without cutting down on the hard copy materials, lunch, tea break and after training support.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">If you know someone who should take advantage of these offers, kindly forward them this details. </span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Once again, happy democracy day! Long live Nigeria! Long live you! Long live me! Long live Excel!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-6172201870978270062018-05-25T05:18:00.002-07:002018-05-25T05:18:17.508-07:00Business Intelligence using Power BI and Business Data Analysis Using MS Excel Training in Lagos, Port Harcourt and Abuja<br />
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">The business world is now data driven and every business professional must now be fluent in the language of data. William E. Deming had the most accurate way of portraying this new age: “In God we trust; all others must bring data.” Without data skills you will have a tough time influencing in the business world. You must learn to manipulate data, make compelling data stories, leverage data for insights and drive management decisions with rich actionable dashboards.<o:p></o:p></span></div>
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<span class="MsoHyperlink"><span style="font-family: "candara" , sans-serif; font-size: 12pt;"><a href="http://www.urbizedge.com/">UrBizEdge Limited</a></span></span><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">, Nigeria’s leading business data analysis company is putting together these special training for proactive business professionals. It's intended for Sales Managers, Financial Analysts, Project Managers, Business Analysts, Data Analysts, NGO program managers, MIS Analysts, Strategy Analysts, Business Intelligence Analysts, HR Executives and power Excel users.<br /><br />The training will be facilitated by a Microsoft recognized Excel and Power BI Expert who is also a Microsoft Certified Trainer and the only Microsoft Excel Most Valuable Professional (MVP) in Africa (there are just about 125 in the whole world and it is the highest level of recognition from Microsoft to an industry expert). He has authored bestselling books on Data Analysis using Power BI and MS Excel. We have had participants of our training from Citi Bank, Standard Chartered Bank, Dalberg, SaveTheChildren, Mobil, TCN, Chevron, Vodacom, Nestle, Christian Aid UK, Guinness Nigeria, Nigerian Breweries, Delta Afrik, LATC Marine, Broll, Habanera (JTI), Custodian and Allied Insurance, SABMiller, IBM, Airtel, Diamond Bank, Promasidor, eHealth Africa, ECOWAS, Biofem Pharmaceuticals, Ministry of Finance, FMDQ, Schlumberger, Palladium Group, Nokia Siemens Networks and DDB.<br /><br /><b style="mso-bidi-font-weight: normal;">To register reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com or Emmanuel on 09084825064 and emmanuel@urbizedge.com to register. There is a class size limit.<o:p></o:p></b></span></div>
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<a href="https://www.blogger.com/null" name="OLE_LINK5"><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Power BI Training Date: </span></b></a><span style="mso-bookmark: OLE_LINK5;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Friday 15th June 2018 to Saturday 16th June 2018<o:p></o:p></span></span></div>
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<span style="mso-bookmark: OLE_LINK5;"><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Venue:</span></b></span><span style="mso-bookmark: OLE_LINK5;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> Kristina Jade Learning Center, 70b Olorunlogbon street, after Banex Hotel, Anthony Village, Lagos. <o:p></o:p></span></span></div>
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<span style="mso-bookmark: OLE_LINK5;"><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Abuja Date (MS Excel):</span></b></span><span style="mso-bookmark: OLE_LINK5;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> <a href="https://www.blogger.com/null" name="OLE_LINK4"></a><a href="https://www.blogger.com/null" name="OLE_LINK3"><span style="mso-bookmark: OLE_LINK4;">Friday 8th June 2018 to Saturday 9th June 201</span></a>8<o:p></o:p></span></span></div>
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<span style="mso-bookmark: OLE_LINK5;"><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Abuja Venue:</span></b></span><span style="mso-bookmark: OLE_LINK5;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> Hotel Rosebud, 33 Port Harcourt crescent, off Gimbiya street, Garki 11, Abuja.<o:p></o:p></span></span></div>
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<span style="mso-bookmark: OLE_LINK5;"><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Port Harcourt Date</span></b></span><b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> (MS Excel):</span></b><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> <a href="https://www.blogger.com/null" name="OLE_LINK7"></a><a href="https://www.blogger.com/null" name="OLE_LINK6"><span style="mso-bookmark: OLE_LINK7;">Friday 22nd June 2018 to Saturday 23rd June 201</span></a>8<o:p></o:p></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Port Harcourt Venue:</span></b><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> Aldgate Hotel, 20B King Perekule street, GRA Phase 2, Port Harcourt, Rivers state. <o:p></o:p></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Lagos Date (MS Excel):</span></b><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> <a href="https://www.blogger.com/null" name="OLE_LINK2"></a><a href="https://www.blogger.com/null" name="OLE_LINK1"><span style="mso-bookmark: OLE_LINK2;">Friday 29th June 2018 to Saturday 30th June 201</span></a>8<o:p></o:p></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Lagos Venue:</span></b><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"> Kristina Jade Learning Center, 70b Olorunlogbon street, after Banex Hotel, Anthony Village, Lagos. <o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">The Business Intelligence with Power BI training outline is:<o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">1. Power BI’s strength and weakness compared to the other popular BI tools<br />2. Important concepts of Power BI: real-time insights, drilldown, drill through, management dashboards, live connection, data governance, real-time collaboration, going from data to insights and from insights to action, trigger alerts, controlled access etc.<br />3. Connecting to any type of data source (from structured to unstructured which will require some transforming)<br />4. Getting data from existing services, organizational content pack, flat files and live databases<br />5. Data Transformation (very broad and requires some knowledge of data analysis) and we will use DAX and M formulas too.<br />6. Creating relationships between the datasets and leveraging hierarchy (a.k.a. data modelling)<br />7. Creating Reports<br />8. Visualizations and the science behind choosing the right visuals<br />9. Importing custom visuals (especially word cloud for sentiment analysis and other very useful non-native visuals)<br />10. Creating dashboards<br />11. Publishing Reports from the Power BI Desktop and pinning to dashboards<br />12. Scheduling refresh and configuring data gateways<br />13. Q &amp; A Natural Language query<br />14. Integrating with Cortana<br />15. Live Dashboards<br />16. Collaboration and sharing<br />17. Printing and Export to PowerPoint<br />18. Analyzing the dashboard data (report) from Power BI service in Excel (new feature)<br />19. Value Proposition to corporate customers<br />20. Use case scenarios for entire company or business unit or departments<br />21. Access from mobile app and setting data alerts (automated notifications when something of note happens)<br />22. Lots of interaction and practice<o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"><br />The Excel based Data Analysis training outline is:<br /><br /><b style="mso-bidi-font-weight: normal;">1) Data Manipulation in Excel</b> <o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">We’ll show you, from a consultant expertise level, how to manipulate data in Excel. From data preparation/cleaning to data formatting the professional way. We’ll cover both the science and the art of data manipulation in Excel, and share very useful keyboard shortcuts and expert tricks that will speed up your productivity in Excel.<o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"><br /><b style="mso-bidi-font-weight: normal;">2) Data Visualization and Presentation in Excel<o:p></o:p></b></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">A picture is worth a thousand words. And in the business world, it is often the only way to not bore your audience and pass the valuable message you’ve uncovered in your data analysis. We will teach you the foundations of data visualization – from the different types of charts to when to use each of them. Then we will work through business samples to learn the art part of doing data visualization right. You will learn the rules of business data reporting via charts and gain from our industry wealth of consulting for businesses in this vital area.<o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"><br /><b style="mso-bidi-font-weight: normal;">3) Large Data Analysis: Pivot Table, Pivot Chart and PowerPivot</b><br />You should never say you know Excel if you don’t know how to use Pivot Table. It is that important. It is Excel’s premium tool for analysing large data – sales data, inventory data, HR data, transaction data and most business operations data. We are going to cover from the basics to the very advanced use of Pivot Tables. We will show you how to create dynamic reports with Pivot Table; how to overcome some of its layout issues; how to turn off the distracting controls in your final report; how to create calculated fields; how to create Pivot Charts; and the special tricks only a full-time Excel consultant can show you that will turbo-charge you Pivot Table skills. Then we’ll show you how we analyse data of up to (and even above) 30 million rows in Excel. Yes, in Excel. Heard of PowerPivot?<br /><br /><b style="mso-bidi-font-weight: normal;">4) Business Data Analysis</b> <o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">In this section, we teach you the secrets that separate the analysis experts from the people with head/academic knowledge Excel. It is one thing to know the different tools in Excel and it is another completely different thing to know how to expertly mix them together to creatively deliver value at high speed. As full-time Excel chef, we will show you the secret ingredients that make companies consult us even when they have Excel super users in their organization.<o:p></o:p></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;"><br /><b style="mso-bidi-font-weight: normal;">5) Executive Dashboards and Reporting</b><br />This is the level self-knowledge will not get you to. How do you create an uncrowded insightful visualization for a report with 1000s of rows? Then how about for your sales analysis report of many products and regions? How do you show the different interactions in your data? In short, how do you bring your data to life and take it from a boring confusing mass of text to an interactive exciting visualization? You have to come to get the answers.<br /><br /><b style="mso-bidi-font-weight: normal;">6) Excel to PowerPoint<o:p></o:p></b></span></div>
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<span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt;">Management level reports are best presented in PowerPoints. When you’ve got a delicate story to tell, you have to guide your audience through a one idea/insight a slide PowerPoint. We won’t teach you how to design slides but we will teach you how to make your chart slides speak very loud. You will also learn the tricks of linking your PowerPoint charts to Excel. It will help cut down the hours you spend on weekly/monthly PowerPoint reports. We will also show you how to embed Excel files in your PowerPoint slide. No more sending separate Excel files when you can embed them right on the very slide you reference their data.<br /><br /><b style="mso-bidi-font-weight: normal;">7) Excel VBA</b><br />Forget about all you’ve heard about Macros or VBA. Let’s show you how easy and exciting it is to break into the Excel VBA world.<o:p></o:p></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="color: black; font-family: "candara" , sans-serif; font-size: 12pt; line-height: 17.12px;">To register reach Michael on 08089382423 and mike@urbizedge.com or Hannah on 08021180874 and hannah@urbizedge.com or Emmanuel on 09084825064 and emmanuel@urbizedge.com to register. There is a class size limit.<o:p></o:p></span></b></div>
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-18533396624716940672018-05-10T09:00:00.000-07:002018-05-10T09:00:05.319-07:00March 2018 Webinar: My Most Important Excel Formulas; Would Recommend You Master Them<div class="separator" style="clear: both; text-align: center;">
<a href="https://3.bp.blogspot.com/-fey_moVOhLw/Wrn73pHqg8I/AAAAAAAAOz8/q-tX2fcK6_IzYxvV-RUUHIONy5BNmWGTACLcBGAs/s1600/march%2B2018%2Byoutube%2Blive%2Bwebinar.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="900" data-original-width="1600" height="360" src="https://3.bp.blogspot.com/-fey_moVOhLw/Wrn73pHqg8I/AAAAAAAAOz8/q-tX2fcK6_IzYxvV-RUUHIONy5BNmWGTACLcBGAs/s640/march%2B2018%2Byoutube%2Blive%2Bwebinar.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">As a full-time Microsoft Excel consultant, of all the over 450 formulas in Excel there are just a handful I focus on in my training classes because they provide the most value in practical day-to-day use of Excel. If you examine any reports or templates (even the most complex one you've ever come across), you will see that the these formulas are the ones powering those reports.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">In this webinar, I will be taking you through those formulas in my usual very practical way and provide you with the practice file for your own use later on.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The formulas are:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">1. VLOOKUP</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">2. HLOOKUP</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">3. LOOKUP</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">4. INDEX &amp; MATCH</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">5. IF</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">6. SUM</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">7. COUNTIF</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">8. SUMIF</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">9. SUMPRODUCT</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">10. ROUND</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">11. CEILING</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">12. CONCATENATE</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">13. LEFT</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">14. RIGHT</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">15. MID</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">16. TODAY</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">17. DAY</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">18. MONTH</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">19. YEAR</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">20. UPPER</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">21. LOWER</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">22. PROPER</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">23. RAND</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">24. RANDBETWEEN</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">25. INDIRECT</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The webinar was live on YouTube and the recording is made available at </span><span style="font-family: "trebuchet ms", sans-serif;"><a href="https://www.youtube.com/watch?v=3KxWVqqV6ZA" target="_blank">https://www.youtube.com/watch?v=3KxWVqqV6ZA</a></span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><b>Time</b>: 3:00pm (GMT +1)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><b>Date</b>: 28 March 2018</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><b>Venue</b>: <a href="https://www.youtube.com/watch?v=3KxWVqqV6ZA" target="_blank">YouTube Live</a> (https://www.youtube.com/watch?v=3KxWVqqV6ZA)</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">To be in loop of all our future webinars, then sign up to our <a href="http://eepurl.com/bKwoaT" target="_blank">Webinar Directory</a> (http://eepurl.com/bKwoaT)</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-41733093240010478762018-05-03T10:00:00.000-07:002018-05-03T10:00:00.137-07:00How To Thoroughly Compare Two Different Files or Different Versions of Same File In Microsoft Excel<span style="font-family: "trebuchet ms" , sans-serif;">Ever suspected someone has changed your file or report in Excel or edited places you didn't want them touching? Or it is that you have two different files that should have some similarities and you want to know where the difference lie.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">If you use Excel 2013 or Excel 2016 professional plus, then you should start celebrating. Microsoft has included a very helpful tool called Inquire that does that comparison of files for you on any level of detail you want. </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Below is an illustration of me using it to compare two different version of same loan repayment computation file. See how easy it is to use. (You'll first have to enable it, then use).</span><br />
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<a href="https://1.bp.blogspot.com/-4c6NcS_OdW4/WrV-LQHOwMI/AAAAAAAAOyk/2EAh6yfNPTQXJgMsgT6qZrryr-lkwWhsgCLcBGAs/s1600/inquire4.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1347" data-original-width="1600" height="538" src="https://1.bp.blogspot.com/-4c6NcS_OdW4/WrV-LQHOwMI/AAAAAAAAOyk/2EAh6yfNPTQXJgMsgT6qZrryr-lkwWhsgCLcBGAs/s640/inquire4.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-YJVl8j6l5c0/WrV-MNAXtBI/AAAAAAAAOys/MwN9PusaRxstnd_TxKi2-QBXQrOBYzCiQCLcBGAs/s1600/inquire5.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="965" data-original-width="1600" height="384" src="https://1.bp.blogspot.com/-YJVl8j6l5c0/WrV-MNAXtBI/AAAAAAAAOys/MwN9PusaRxstnd_TxKi2-QBXQrOBYzCiQCLcBGAs/s640/inquire5.jpg" width="640" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-QXiwE0YOzc4/WrV-rRn4obI/AAAAAAAAOzI/6hVRKClCbyQ4CyZcomgconuVKuB9LMrGgCLcBGAs/s1600/inquire.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="857" data-original-width="1600" height="342" src="https://2.bp.blogspot.com/-QXiwE0YOzc4/WrV-rRn4obI/AAAAAAAAOzI/6hVRKClCbyQ4CyZcomgconuVKuB9LMrGgCLcBGAs/s640/inquire.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif; margin-left: 1em; margin-right: 1em; text-align: center;"><a href="https://1.bp.blogspot.com/-j3IWYpTgoRU/WrV-RLtxoKI/AAAAAAAAOyw/THNqmIVQJq4YydcSTPl0vJwsytDOoxj1wCLcBGAs/s1600/inquire1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="854" data-original-width="1600" height="340" src="https://1.bp.blogspot.com/-j3IWYpTgoRU/WrV-RLtxoKI/AAAAAAAAOyw/THNqmIVQJq4YydcSTPl0vJwsytDOoxj1wCLcBGAs/s640/inquire1.jpg" width="640" /></a></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Cheers!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-17689133568356823212018-04-26T09:00:00.000-07:002018-04-26T09:00:07.331-07:00Illustrated Steps To Creating Scheduled Shutdown and Startup for Azure Virtual Machines (Azure VM)<span style="font-family: "trebuchet ms" , sans-serif;">Creating my <a href="https://appsource.microsoft.com/en-us/product/office/WA104380801?tab=Overview" target="_blank">Nigerian Market Data app</a> (stocks, economic and fx rates app) involved setting up an Azure VM that I run a couple of Python scripts on daily. </span><br />
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<a href="https://3.bp.blogspot.com/-cEO7LMj0TRA/WtGu2ccaomI/AAAAAAAAO3Q/Xhf7GGDwRssDfb-_F55JS8olgZVQWprHACLcBGAs/s1600/nmd.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="994" data-original-width="1600" height="396" src="https://3.bp.blogspot.com/-cEO7LMj0TRA/WtGu2ccaomI/AAAAAAAAO3Q/Xhf7GGDwRssDfb-_F55JS8olgZVQWprHACLcBGAs/s640/nmd.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">I used Windows Task Scheduler to automate the Python scripts to run between 9:20 pm and 11:00 pm. It wouldn't make sense to keep the server (Azure VM) running all day. So I set up an automation on Azure to start up the server at 9:00 pm and shut it down by midnight. Below are the steps to doing this.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">If you run a search online, you will come across multiple ways to doing this. Some require you writing Powershell scripts. The method I am going to illustrate is the least error prone and most straightforward way I have come across.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 1: Log into your Azure account portal</span></b><br />
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<a href="https://3.bp.blogspot.com/-mm4u5Xoozhw/WtGuUcYf4zI/AAAAAAAAO3I/Ss1ir2THnaYi5-vDl4m1RLnMNwFXFXFAwCLcBGAs/s1600/azure%2Bvm%2Bautomation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="778" data-original-width="1600" height="310" src="https://3.bp.blogspot.com/-mm4u5Xoozhw/WtGuUcYf4zI/AAAAAAAAO3I/Ss1ir2THnaYi5-vDl4m1RLnMNwFXFXFAwCLcBGAs/s640/azure%2Bvm%2Bautomation.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Click on Create a resource.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 2: Search for Automation</span></b><br />
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<a href="https://4.bp.blogspot.com/-uDsO5CaWusI/WtGvXegK-uI/AAAAAAAAO3Y/MTezYZsrMZM_IbkgSaV_FNx8_VhfTSMZACLcBGAs/s1600/automation%25C3%25B9.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1247" data-original-width="1600" height="498" src="https://4.bp.blogspot.com/-uDsO5CaWusI/WtGvXegK-uI/AAAAAAAAO3Y/MTezYZsrMZM_IbkgSaV_FNx8_VhfTSMZACLcBGAs/s640/automation%25C3%25B9.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Click on Automation.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 3: Create a new Automation</span></b><br />
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<a href="https://1.bp.blogspot.com/-aowaTPdJgWY/WtGvwxRkUgI/AAAAAAAAO3g/pwv6jKj75O4uui3QijYC2AO3Eu_iCDeGACLcBGAs/s1600/create%2Bautomation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1442" data-original-width="1600" height="576" src="https://1.bp.blogspot.com/-aowaTPdJgWY/WtGvwxRkUgI/AAAAAAAAO3g/pwv6jKj75O4uui3QijYC2AO3Eu_iCDeGACLcBGAs/s640/create%2Bautomation.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 4: Complete the Automation Account Creation</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Make sure to tick use existing resource group, and pick the resource group of the VM you want to auto shutdown/startup. Also best to match the location selection.</span><br />
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<a href="https://1.bp.blogspot.com/-C5PbSEQthpg/WtGwwBTdGuI/AAAAAAAAO3w/JEePU1J25VYuCp2XZEPIBfKOVxln_qmqgCLcBGAs/s1600/create%2Bauto.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1600" data-original-width="1330" height="640" src="https://1.bp.blogspot.com/-C5PbSEQthpg/WtGwwBTdGuI/AAAAAAAAO3w/JEePU1J25VYuCp2XZEPIBfKOVxln_qmqgCLcBGAs/s640/create%2Bauto.jpg" width="532" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-uaz4xdzL8CY/WtGwxg3ff4I/AAAAAAAAO30/t6iV_DNY82s1VYdcPLFCmg5uZrt3l_b-QCLcBGAs/s1600/vm%2Bto%2Bautomate.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="851" data-original-width="1600" height="340" src="https://2.bp.blogspot.com/-uaz4xdzL8CY/WtGwxg3ff4I/AAAAAAAAO30/t6iV_DNY82s1VYdcPLFCmg5uZrt3l_b-QCLcBGAs/s640/vm%2Bto%2Bautomate.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 5: Add Startup and Shutdown Runbooks to the Automation Account</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Select the automation account you just created.</span><br />
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<a href="https://4.bp.blogspot.com/-ARQejOmgEXo/WtGx9g5vUQI/AAAAAAAAO4E/-BEUStDwOdg1hvSPiU-vcvFaUl0gR086QCLcBGAs/s1600/demo%2Bautomation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="910" data-original-width="1600" height="362" src="https://4.bp.blogspot.com/-ARQejOmgEXo/WtGx9g5vUQI/AAAAAAAAO4E/-BEUStDwOdg1hvSPiU-vcvFaUl0gR086QCLcBGAs/s640/demo%2Bautomation.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Select Runbook under Process Automation. And click on Browse gallery. This allows you to create the startup and shutdown automation runbooks.</span><br />
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<a href="https://4.bp.blogspot.com/-CmdGBnFizLA/WtGypktIWqI/AAAAAAAAO4M/WffymRQNam0JJw254TqvAwjMm-JRpJHNACLcBGAs/s1600/runbook%2Bcreation.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="868" data-original-width="1600" height="346" src="https://4.bp.blogspot.com/-CmdGBnFizLA/WtGypktIWqI/AAAAAAAAO4M/WffymRQNam0JJw254TqvAwjMm-JRpJHNACLcBGAs/s640/runbook%2Bcreation.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-NkE4oYkvaQw/WtGzMW1Zp1I/AAAAAAAAO4U/KBrCTX2rJh8pbC168sw8UtMRIK2epXsKQCLcBGAs/s1600/start%2Bvm.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="954" data-original-width="1600" height="380" src="https://1.bp.blogspot.com/-NkE4oYkvaQw/WtGzMW1Zp1I/AAAAAAAAO4U/KBrCTX2rJh8pbC168sw8UtMRIK2epXsKQCLcBGAs/s640/start%2Bvm.jpg" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Click on Edit in the created Runbook</span><br />
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<a href="https://4.bp.blogspot.com/-N5H5jcQPZTc/WtGzzu9ux7I/AAAAAAAAO4k/-Bu64UkyOC8Oa2THZaaXvBHKihJaeoCGQCLcBGAs/s1600/edit%2Bstart%2Bvm.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1171" data-original-width="1600" height="468" src="https://4.bp.blogspot.com/-N5H5jcQPZTc/WtGzzu9ux7I/AAAAAAAAO4k/-Bu64UkyOC8Oa2THZaaXvBHKihJaeoCGQCLcBGAs/s640/edit%2Bstart%2Bvm.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Then publish the runbook.</span><br />
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<a href="https://3.bp.blogspot.com/-eONP9efzZtw/WtG0FVY71nI/AAAAAAAAO4s/PZoG4V5fVT0B8jlVXl6q-YtrX-7JsHzxACLcBGAs/s1600/publish%2Brunbook.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="867" data-original-width="1600" height="346" src="https://3.bp.blogspot.com/-eONP9efzZtw/WtG0FVY71nI/AAAAAAAAO4s/PZoG4V5fVT0B8jlVXl6q-YtrX-7JsHzxACLcBGAs/s640/publish%2Brunbook.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Click on Schedule after publishing.</span><br />
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<a href="https://4.bp.blogspot.com/-BmVNKWCF0XI/WtG0aqHxtHI/AAAAAAAAO4w/zJAMIsV_uHkiSNJ5nfc5V5qnfpCU5H84ACLcBGAs/s1600/schedule%2Brunbook.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="867" data-original-width="1600" height="346" src="https://4.bp.blogspot.com/-BmVNKWCF0XI/WtG0aqHxtHI/AAAAAAAAO4w/zJAMIsV_uHkiSNJ5nfc5V5qnfpCU5H84ACLcBGAs/s640/schedule%2Brunbook.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Set the Time to run the Start VM runbook by clicking on "Link a Schedule to your runbook"</span><br />
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<a href="https://1.bp.blogspot.com/-4Wj_srdTpjQ/WtG1GbTq01I/AAAAAAAAO48/Ome5aUxkFHsow_wutM7CPAvV7bPLqGIYwCLcBGAs/s1600/start%2Bschedule.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1166" data-original-width="1600" height="466" src="https://1.bp.blogspot.com/-4Wj_srdTpjQ/WtG1GbTq01I/AAAAAAAAO48/Ome5aUxkFHsow_wutM7CPAvV7bPLqGIYwCLcBGAs/s640/start%2Bschedule.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Lastly, set the parameters which will link it to the VM you want to control. Make sure you match the resource group and VM name. You can leave the AzureConnectionAssetName blank so the default is used.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Now you repeat same steps for Shutdown runbook after picking from the runbook gallery.</span><br />
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<a href="https://3.bp.blogspot.com/-EmdA9Nb5gpE/WtG2aXdDAAI/AAAAAAAAO5U/0rr0q1YMWl0y71fFZOSg2WSqqLX_r9mVACLcBGAs/s1600/stop%2Bvm.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="873" data-original-width="1600" height="348" src="https://3.bp.blogspot.com/-EmdA9Nb5gpE/WtG2aXdDAAI/AAAAAAAAO5U/0rr0q1YMWl0y71fFZOSg2WSqqLX_r9mVACLcBGAs/s640/stop%2Bvm.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><b>Step 6: Sit back and watch the automation runbooks do their work</b></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You can monitor the runbook activities from Jobs in the Runbook Overview.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And that's all!</span><br />
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-81502534474346913922018-04-22T05:34:00.002-07:002018-04-22T05:34:14.172-07:00Easy Steps To Creating And Deploying A Predictive Model Using Azure Machine Learning Studio<span style="font-family: "trebuchet ms" , sans-serif;">Yesterday, I demoed how in 10 mins you can create a predictive model, deploy it as a web service and test it without having to install anything or pay any money. That is the awesomeness made possible by Microsoft with the super easy to use <a href="https://studio.azureml.net/" target="_blank">Azure Machine Learning Studio</a>. The yesterday event was the <a href="https://www.youtube.com/watch?v=5iyVM5U51qk" target="_blank">Lagos edition</a> of the <a href="https://global.azurebootcamp.net/" target="_blank">Global Azure Bootcamp</a> held at Microsoft office, Lagos.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Participants were able to follow along, created and deployed their own predictive models too. In today's post I will be guiding you with easy steps to follow on how you too can in a few minutes create and deploy a predictive model cost-free with Azure Machine Learning Studio.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 1</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Download the sample data we would use: <a href="https://drive.google.com/file/d/12QGn_ockIkvyPuUS6IKbILMPoMXR4YXv/view?usp=sharing" target="_blank">Bank Marketing data</a> from <a href="https://archive.ics.uci.edu/ml/datasets/Bank+Marketing" target="_blank">UCI Machine Learning Repository</a>. If you download from <a href="https://archive.ics.uci.edu/ml/datasets/Bank+Marketing" target="_blank">UCI Machine Learning Repository</a> directly, then it is the bank-additional-full.csv file in the zip file you end up with. Then you have to make sure that you break the data into separate columns rather than leave them comma separated, using Excel's Text to Columns. For you ease, I have shared a cleaned version you can directly use without any extra work by you: <a href="https://drive.google.com/file/d/12QGn_ockIkvyPuUS6IKbILMPoMXR4YXv/view?usp=sharing" target="_blank">Bank Marketing data download</a></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The sample data is a marketing campaign data of a Portuguese bank from May 2008 to November 2010 recording the details of prospects reached via phone calls and whether they eventually took up the service the bank was trying to sell them.</span><br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://4.bp.blogspot.com/-ypOLYqHraLE/WtxYEBf7nMI/AAAAAAAAO7Y/VL8-XwdUBA0vkKMKJ9sf-OFQtJtNR4AbQCLcBGAs/s1600/cleaned%2Bsample%2Bdata.jpg" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="828" data-original-width="1600" height="330" src="https://4.bp.blogspot.com/-ypOLYqHraLE/WtxYEBf7nMI/AAAAAAAAO7Y/VL8-XwdUBA0vkKMKJ9sf-OFQtJtNR4AbQCLcBGAs/s640/cleaned%2Bsample%2Bdata.jpg" width="640" /></span></a></td></tr>
<tr><td class="tr-caption" style="font-size: 12.8px;"><span style="font-family: "trebuchet ms" , sans-serif;">The cleaned sample data</span></td></tr>
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<span style="font-family: "trebuchet ms" , sans-serif;">Below is the <a href="https://archive.ics.uci.edu/ml/datasets/Bank+Marketing" target="_blank">explanation of the different fields in the data records</a>.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Input variables:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"># bank client data:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">1 - age (numeric)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">2 - job : type of job (categorical: 'admin.','blue-collar','entrepreneur','housemaid','management','retired','self-employed','services','student','technician','unemployed','unknown')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">3 - marital : marital status (categorical: 'divorced','married','single','unknown'; note: 'divorced' means divorced or widowed)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">4 - education (categorical: 'basic.4y','basic.6y','basic.9y','high.school','illiterate','professional.course','university.degree','unknown')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">5 - default: has credit in default? (categorical: 'no','yes','unknown')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">6 - housing: has housing loan? (categorical: 'no','yes','unknown')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">7 - loan: has personal loan? (categorical: 'no','yes','unknown')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"># related with the last contact of the current campaign:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">8 - contact: contact communication type (categorical: 'cellular','telephone') </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">9 - month: last contact month of year (categorical: 'jan', 'feb', 'mar', ..., 'nov', 'dec')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">10 - day_of_week: last contact day of the week (categorical: 'mon','tue','wed','thu','fri')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">11 - duration: last contact duration, in seconds (numeric). Important note: this attribute highly affects the output target (e.g., if duration=0 then y='no'). Yet, the duration is not known before a call is performed. Also, after the end of the call y is obviously known. Thus, this input should only be included for benchmark purposes and should be discarded if the intention is to have a realistic predictive model.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"># other attributes:</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">12 - campaign: number of contacts performed during this campaign and for this client (numeric, includes last contact)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">13 - pdays: number of days that passed by after the client was last contacted from a previous campaign (numeric; 999 means client was not previously contacted)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">14 - previous: number of contacts performed before this campaign and for this client (numeric)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">15 - poutcome: outcome of the previous marketing campaign (categorical: 'failure','nonexistent','success')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"># social and economic context attributes</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">16 - emp.var.rate: employment variation rate - quarterly indicator (numeric)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">17 - cons.price.idx: consumer price index - monthly indicator (numeric) </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">18 - cons.conf.idx: consumer confidence index - monthly indicator (numeric) </span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">19 - euribor3m: euribor 3 month rate - daily indicator (numeric)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">20 - nr.employed: number of employees - quarterly indicator (numeric)</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Output variable (desired target):</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">21 - y - has the client subscribed a term deposit? (binary: 'yes','no')</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 2</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Sign up for Azure ML studio. It is easy and free: <a href="https://studio.azureml.net/" target="_blank">https://studio.azureml.net</a> </span><br />
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<a href="https://3.bp.blogspot.com/-axBFS3uzXmk/WtxZwy6UzOI/AAAAAAAAO7k/Yg9USunev182q1K_2FmefwKrOQLomKmTQCLcBGAs/s1600/azure%2Bml%2Bsubs.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="820" data-original-width="1600" height="328" src="https://3.bp.blogspot.com/-axBFS3uzXmk/WtxZwy6UzOI/AAAAAAAAO7k/Yg9USunev182q1K_2FmefwKrOQLomKmTQCLcBGAs/s640/azure%2Bml%2Bsubs.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 3</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Upload the Bank Marketing dataset. From Datasets section on the left menu pane, click New at the bottom left.</span><br />
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<a href="https://3.bp.blogspot.com/-XNWtPfBCFkw/WtxawN-l3oI/AAAAAAAAO7w/vCViX43-j_U0LCZE2a4RJNGCaL938NdyQCLcBGAs/s1600/datasets%2Bazure%2Bml.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="779" data-original-width="1600" height="310" src="https://3.bp.blogspot.com/-XNWtPfBCFkw/WtxawN-l3oI/AAAAAAAAO7w/vCViX43-j_U0LCZE2a4RJNGCaL938NdyQCLcBGAs/s640/datasets%2Bazure%2Bml.jpg" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/-YWG51pAT1MY/WtxawSddSQI/AAAAAAAAO70/Y5Z_mbl_Z8Qc5iJ0cDcA8jJbPqNQHQe3gCLcBGAs/s1600/datasets%2Bazure%2Bml2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="789" data-original-width="1600" height="314" src="https://3.bp.blogspot.com/-YWG51pAT1MY/WtxawSddSQI/AAAAAAAAO70/Y5Z_mbl_Z8Qc5iJ0cDcA8jJbPqNQHQe3gCLcBGAs/s640/datasets%2Bazure%2Bml2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 4</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Create a new experiment. From Experiments section on the left menu pane, click New at the bottom left. Choose a blank experiment, as we are creating ours from scratch.</span><br />
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<a href="https://3.bp.blogspot.com/-o_VxXH-5hr0/WtxcTTMaB7I/AAAAAAAAO8E/ukEIStxjfok0dR-qEjjpbDAFquY5llm4ACLcBGAs/s1600/experiments.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="787" data-original-width="1600" height="314" src="https://3.bp.blogspot.com/-o_VxXH-5hr0/WtxcTTMaB7I/AAAAAAAAO8E/ukEIStxjfok0dR-qEjjpbDAFquY5llm4ACLcBGAs/s640/experiments.jpg" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/-f8Ys5kgxJzA/WtxcTXLxOwI/AAAAAAAAO8A/DmIF35mbIhAEg4IVuRH3kpKfiX6TXIgGACEwYBhgL/s1600/experiments%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="794" data-original-width="1600" height="316" src="https://3.bp.blogspot.com/-f8Ys5kgxJzA/WtxcTXLxOwI/AAAAAAAAO8A/DmIF35mbIhAEg4IVuRH3kpKfiX6TXIgGACEwYBhgL/s640/experiments%2B2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><b><span style="font-family: "trebuchet ms" , sans-serif;">Step 5</span></b><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Now we start dragging the tasks we want to carry out into the Experiment workspace, after renaming the Experiment.</span><br />
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<a href="https://1.bp.blogspot.com/-PYWICwR6vVk/WtxgW7SK7ZI/AAAAAAAAO8U/M8StwhayemgK51xJHH_DBridBxPXtK9HACLcBGAs/s1600/bank%2Bmarketing.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="785" data-original-width="1600" height="314" src="https://1.bp.blogspot.com/-PYWICwR6vVk/WtxgW7SK7ZI/AAAAAAAAO8U/M8StwhayemgK51xJHH_DBridBxPXtK9HACLcBGAs/s640/bank%2Bmarketing.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Drag in the dataset we uploaded, it is in the Saved Dataset section on the left.</span><br />
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<a href="https://4.bp.blogspot.com/-YGl9SyEGlMA/WtxiwD3PQ1I/AAAAAAAAO8g/rNbTk2v5bpY5w72cfwWdumthBuRB9rorwCLcBGAs/s1600/bank%2Bmarketing%2Bdatasets.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="790" data-original-width="1600" height="316" src="https://4.bp.blogspot.com/-YGl9SyEGlMA/WtxiwD3PQ1I/AAAAAAAAO8g/rNbTk2v5bpY5w72cfwWdumthBuRB9rorwCLcBGAs/s640/bank%2Bmarketing%2Bdatasets.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Next, we need to isolate the fields that would be useful for our predictive model. If you look at the description of all the fields in the dataset, it is obvious that some are not practically useful in creating a prediction of whether a prospect will take up the marketed service or not. Example is the length of the call, there is no way you would know that until the end of the call -- so not useful for profiling who to call (targeted marketing). By my thinking, the fields I that would be of real world use in creating an actionable predictive model are -- age, job, marital, education, default, housing, loan.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Drag Select Columns in Dataset in the Manipulation subsection of Data Transformation section. Connect the dataset previously dragged in to the select columns task. Then click on Launch column selector, and select the columns needed (including the outcome we want to predict, so as to be able to train the model).</span><br />
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<a href="https://3.bp.blogspot.com/-A7CchElaNyk/Wtxmqe9PCxI/AAAAAAAAO8w/VfYPZ_7PkhweKmSTPc3B6udoUYeqgxjCwCLcBGAs/s1600/select%2Bcolumns.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="788" data-original-width="1600" height="314" src="https://3.bp.blogspot.com/-A7CchElaNyk/Wtxmqe9PCxI/AAAAAAAAO8w/VfYPZ_7PkhweKmSTPc3B6udoUYeqgxjCwCLcBGAs/s640/select%2Bcolumns.jpg" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/-PNA_sQYjkk8/WtxmqBKQxrI/AAAAAAAAO80/LkDtc6fsgzw90CA_vM2XeykOqnOtsVs_gCEwYBhgL/s1600/select%2Bcolumns%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="874" data-original-width="1600" height="348" src="https://3.bp.blogspot.com/-PNA_sQYjkk8/WtxmqBKQxrI/AAAAAAAAO80/LkDtc6fsgzw90CA_vM2XeykOqnOtsVs_gCEwYBhgL/s640/select%2Bcolumns%2B2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Next, split the data into training set and testing set for building our predictive model. Drag Split Data, connect to the select columns task and on the settings pane on the right, set the training set to 0.75 (75%) of the entire dataset.</span><br />
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<a href="https://1.bp.blogspot.com/-wXCnu0GDkJ0/Wtxor30hjVI/AAAAAAAAO9A/WhyFMdl56MQcCy-mmaHwSmBWkWT1c-8kACLcBGAs/s1600/split%2Bdata.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="788" data-original-width="1600" height="314" src="https://1.bp.blogspot.com/-wXCnu0GDkJ0/Wtxor30hjVI/AAAAAAAAO9A/WhyFMdl56MQcCy-mmaHwSmBWkWT1c-8kACLcBGAs/s640/split%2Bdata.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Drag in the model algorithm to use. It's under the Initialize Model. I chose to use the Two-Class Decision Forest. In the end, you would evaluate the model to see if it fits well or you should try another algorithm.</span><br />
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<a href="https://3.bp.blogspot.com/-e26yPCkUkRc/Wtxr5fxhSmI/AAAAAAAAO9M/ieYTcZ_0WiImMAvIbAhQenKkpw-3n_YSgCLcBGAs/s1600/decision%2Bforest.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="788" data-original-width="1600" height="314" src="https://3.bp.blogspot.com/-e26yPCkUkRc/Wtxr5fxhSmI/AAAAAAAAO9M/ieYTcZ_0WiImMAvIbAhQenKkpw-3n_YSgCLcBGAs/s640/decision%2Bforest.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Drag in Train Model. Connect to both the already dragged in algorithm and the left side of the Split Data (training set). Select the outcome to predict.</span><br />
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<a href="https://2.bp.blogspot.com/-qbzdqGglLpA/Wtxz0Ljm01I/AAAAAAAAO9c/VSKCMq7opeYBA5ovOecv681e0QoI8u_-gCLcBGAs/s1600/train%2Bmodel.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="789" data-original-width="1600" height="314" src="https://2.bp.blogspot.com/-qbzdqGglLpA/Wtxz0Ljm01I/AAAAAAAAO9c/VSKCMq7opeYBA5ovOecv681e0QoI8u_-gCLcBGAs/s640/train%2Bmodel.jpg" width="640" /></span></a></div>
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<a href="https://4.bp.blogspot.com/-HnTx2o5jxZ4/Wtxz1pnTOrI/AAAAAAAAO9g/Bv5xOjrIn7wC-BplZ6mvZlT37QhXuIvpQCLcBGAs/s1600/train%2Bmodel%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="693" data-original-width="1600" height="276" src="https://4.bp.blogspot.com/-HnTx2o5jxZ4/Wtxz1pnTOrI/AAAAAAAAO9g/Bv5xOjrIn7wC-BplZ6mvZlT37QhXuIvpQCLcBGAs/s640/train%2Bmodel%2B2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Drag in Score Model. Connect to the Train Model and the testing set of the Split Data.</span><br />
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<a href="https://3.bp.blogspot.com/-6YK4TuRe3Xo/Wtx0LWj3MTI/AAAAAAAAO9s/2d7d6gYpsHENAvLTMUV66R4Gi9zcmluxgCLcBGAs/s1600/score%2Bmodel.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="788" data-original-width="1600" height="314" src="https://3.bp.blogspot.com/-6YK4TuRe3Xo/Wtx0LWj3MTI/AAAAAAAAO9s/2d7d6gYpsHENAvLTMUV66R4Gi9zcmluxgCLcBGAs/s640/score%2Bmodel.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Lastly, drag in Evaluate Model. Connect to Score Model.</span><br />
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<a href="https://2.bp.blogspot.com/-DN0ER3GxJpA/Wtx0cRE0VKI/AAAAAAAAO90/ev4NzIZmUywbPoga0f6BT2BfWUoQJSMhQCLcBGAs/s1600/evaluate%2Bmodel.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="782" data-original-width="1600" height="312" src="https://2.bp.blogspot.com/-DN0ER3GxJpA/Wtx0cRE0VKI/AAAAAAAAO90/ev4NzIZmUywbPoga0f6BT2BfWUoQJSMhQCLcBGAs/s640/evaluate%2Bmodel.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Now run the entire experiment.</span><br />
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<a href="https://3.bp.blogspot.com/-P50nmN2LOVU/Wtx0rZRBMtI/AAAAAAAAO-E/cCfRhgRoGBEGwwMK_JrXPinnspBI9bVYACLcBGAs/s1600/run%2Bmodel.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1256" data-original-width="1600" height="502" src="https://3.bp.blogspot.com/-P50nmN2LOVU/Wtx0rZRBMtI/AAAAAAAAO-E/cCfRhgRoGBEGwwMK_JrXPinnspBI9bVYACLcBGAs/s640/run%2Bmodel.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Wait for it to finish running.</span><br />
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<a href="https://1.bp.blogspot.com/-G91TkGXPnJg/Wtx0qDG7zyI/AAAAAAAAO94/krvArAZqg0sfZD-7W_iVdTV24BdFK6-tgCEwYBhgL/s1600/model%2Brunning.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="955" data-original-width="1600" height="382" src="https://1.bp.blogspot.com/-G91TkGXPnJg/Wtx0qDG7zyI/AAAAAAAAO94/krvArAZqg0sfZD-7W_iVdTV24BdFK6-tgCEwYBhgL/s640/model%2Brunning.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Right click on Evaluate Model and visualize the evaluation result to see the fitness/accuracy of the algorithm.</span><br />
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<a href="https://2.bp.blogspot.com/-IouN8vxz68U/Wtx0qSUysFI/AAAAAAAAO-I/TbQB3erobq8Q76aN2P3y_kXNYRCxPwfawCEwYBhgL/s1600/model%2Bfit.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1052" data-original-width="1600" height="420" src="https://2.bp.blogspot.com/-IouN8vxz68U/Wtx0qSUysFI/AAAAAAAAO-I/TbQB3erobq8Q76aN2P3y_kXNYRCxPwfawCEwYBhgL/s640/model%2Bfit.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-SdNBHhe9QT8/Wtx0qN40w7I/AAAAAAAAO-M/9dVW6wCzw4YiaB5zm4mEABQmTqLPULJsQCEwYBhgL/s1600/model%2Bfit%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="746" data-original-width="1600" height="298" src="https://1.bp.blogspot.com/-SdNBHhe9QT8/Wtx0qN40w7I/AAAAAAAAO-M/9dVW6wCzw4YiaB5zm4mEABQmTqLPULJsQCEwYBhgL/s640/model%2Bfit%2B2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">If you are okay with the fit, then what's left is to publish. Otherwise, you can change the algorithm, re-run and re-evaluate the fit.</span><br />
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<a href="https://2.bp.blogspot.com/-8_x9433yRKs/Wtx1luY-r2I/AAAAAAAAO-c/_6XOlLkvRmIKxXT-zo0iEO6g2I64VpitwCLcBGAs/s1600/re%2Brun.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="964" data-original-width="1600" height="384" src="https://2.bp.blogspot.com/-8_x9433yRKs/Wtx1luY-r2I/AAAAAAAAO-c/_6XOlLkvRmIKxXT-zo0iEO6g2I64VpitwCLcBGAs/s640/re%2Brun.jpg" width="640" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-20Jo8sj5zbY/Wtx1la5W3tI/AAAAAAAAO-Y/anUkZvOmWh0qxawnZ3cbfCwijT93E6odwCEwYBhgL/s1600/re%2Brun%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="727" data-original-width="1600" height="290" src="https://2.bp.blogspot.com/-20Jo8sj5zbY/Wtx1la5W3tI/AAAAAAAAO-Y/anUkZvOmWh0qxawnZ3cbfCwijT93E6odwCEwYBhgL/s640/re%2Brun%2B3.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><b>Step 6</b></span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">Now you set up the model as a web service that can be deployed online.</span><br />
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<a href="https://4.bp.blogspot.com/-vKeWvRwkuL0/Wtx2Wv7bsEI/AAAAAAAAO_E/Yj0h18kZct8No-xiVDXAdANHsQJvZ7F6ACEwYBhgL/s1600/web%2Bservice.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1262" data-original-width="1600" height="504" src="https://4.bp.blogspot.com/-vKeWvRwkuL0/Wtx2Wv7bsEI/AAAAAAAAO_E/Yj0h18kZct8No-xiVDXAdANHsQJvZ7F6ACEwYBhgL/s640/web%2Bservice.jpg" width="640" /></span></a></div>
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<a href="https://4.bp.blogspot.com/-kfRVmheWqgE/Wtx2K8rJxtI/AAAAAAAAO_M/IWc6JXJnUwwdnm8YZEYDTHMfmQ7SwdVygCEwYBhgL/s1600/web%2Bservice%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1070" data-original-width="1600" height="428" src="https://4.bp.blogspot.com/-kfRVmheWqgE/Wtx2K8rJxtI/AAAAAAAAO_M/IWc6JXJnUwwdnm8YZEYDTHMfmQ7SwdVygCEwYBhgL/s640/web%2Bservice%2B2.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Change the input connector to point to the Score Model. </span><br />
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<a href="https://3.bp.blogspot.com/-ceQ_DZZzOu8/Wtx2K5PiTRI/AAAAAAAAO_Q/CQg3toWFBVMHuQhCfM-qOLFbsyoHJT_2ACEwYBhgL/s1600/web%2Bservice%2B3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="971" data-original-width="1600" height="388" src="https://3.bp.blogspot.com/-ceQ_DZZzOu8/Wtx2K5PiTRI/AAAAAAAAO_Q/CQg3toWFBVMHuQhCfM-qOLFbsyoHJT_2ACEwYBhgL/s640/web%2Bservice%2B3.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Also, remove the predicted column from the Selected Column as it was only needed for training the model.</span><br />
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<a href="https://1.bp.blogspot.com/-OrH9mlHn7nc/Wtx2JYFySAI/AAAAAAAAO_I/dE4eeEJF_SQGBQiAQl9ZOxopm0ktMobawCEwYBhgL/s1600/remove%2By%2B1.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="962" data-original-width="1600" height="384" src="https://1.bp.blogspot.com/-OrH9mlHn7nc/Wtx2JYFySAI/AAAAAAAAO_I/dE4eeEJF_SQGBQiAQl9ZOxopm0ktMobawCEwYBhgL/s640/remove%2By%2B1.jpg" width="640" /></span></a></div>
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<a href="https://1.bp.blogspot.com/-pXVi1gjUdcQ/Wtx2JX3Ms2I/AAAAAAAAO_I/GVnvnyMBpsIzy72qQqgWz8a3tfw67a4twCEwYBhgL/s1600/renove%2By.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="811" data-original-width="1600" height="324" src="https://1.bp.blogspot.com/-pXVi1gjUdcQ/Wtx2JX3Ms2I/AAAAAAAAO_I/GVnvnyMBpsIzy72qQqgWz8a3tfw67a4twCEwYBhgL/s640/renove%2By.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Now re-run and deploy as web service.</span><br />
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<a href="https://2.bp.blogspot.com/-PXQ_eXzwZRg/Wtx2KS6rPGI/AAAAAAAAO_I/zKHfoYx0p6wFx0Y1lg7zBfG2mWEoDezzgCEwYBhgL/s1600/run%2Bagain.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1221" data-original-width="1600" height="488" src="https://2.bp.blogspot.com/-PXQ_eXzwZRg/Wtx2KS6rPGI/AAAAAAAAO_I/zKHfoYx0p6wFx0Y1lg7zBfG2mWEoDezzgCEwYBhgL/s640/run%2Bagain.jpg" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/-t02p_dQ0cy4/Wtx2JRL5z4I/AAAAAAAAO_Q/T33s7wqEuSAjmPExxHLGINcBocS9LA6sgCEwYBhgL/s1600/deploy%2Bas%2Bweb%2Bservice.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1205" data-original-width="1600" height="482" src="https://3.bp.blogspot.com/-t02p_dQ0cy4/Wtx2JRL5z4I/AAAAAAAAO_Q/T33s7wqEuSAjmPExxHLGINcBocS9LA6sgCEwYBhgL/s640/deploy%2Bas%2Bweb%2Bservice.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">You are presented with the web service details to use for integrating with any app or online tool. You can even test the API directly.</span><br />
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<a href="https://2.bp.blogspot.com/-r-TJM6jfQ6Q/Wtx3lQdzL8I/AAAAAAAAO_k/fM7rCqgqIfAqOhjDFhpPRZ2JrTWUDvujQCEwYBhgL/s1600/predict.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1553" data-original-width="1596" height="622" src="https://2.bp.blogspot.com/-r-TJM6jfQ6Q/Wtx3lQdzL8I/AAAAAAAAO_k/fM7rCqgqIfAqOhjDFhpPRZ2JrTWUDvujQCEwYBhgL/s640/predict.jpg" width="640" /></span></a></div>
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<a href="https://4.bp.blogspot.com/-_LBSho5Q2K8/Wtx3lqZND3I/AAAAAAAAO_o/ItkdpigM8WQ-kZOaMge5vediwl2hHx4iQCEwYBhgL/s1600/predict%2B2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1557" data-original-width="1594" height="624" src="https://4.bp.blogspot.com/-_LBSho5Q2K8/Wtx3lqZND3I/AAAAAAAAO_o/ItkdpigM8WQ-kZOaMge5vediwl2hHx4iQCEwYBhgL/s640/predict%2B2.jpg" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/-Ck_AVLWJB_s/Wtx3lQdbNGI/AAAAAAAAO_g/WrMS0EuAasEKrt7ZQDthpN-2oSLpA1PkgCEwYBhgL/s1600/result.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="153" data-original-width="1600" height="60" src="https://3.bp.blogspot.com/-Ck_AVLWJB_s/Wtx3lQdbNGI/AAAAAAAAO_g/WrMS0EuAasEKrt7ZQDthpN-2oSLpA1PkgCEwYBhgL/s640/result.jpg" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">And that's how you create and deploy a predictive model in Azure Machine Learning Studio without installing anything on your computer and without paying a cent/kobo.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Enjoy!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com1tag:blogger.com,1999:blog-5191590820766647711.post-28096296607571581812018-02-22T01:12:00.002-08:002018-02-22T01:12:30.045-08:00February 2018 Webinar: 45 mins Crash Course on Power BI<div class="separator" style="clear: both; text-align: center;">
<a href="https://2.bp.blogspot.com/-5XT3rkjma2g/Wo6IvHPsroI/AAAAAAAAOvw/ixtOdM00peQ3z2tiImhfXc_IvVSnBkoqwCLcBGAs/s1600/powerbi%2Bwebinar.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Trebuchet MS, sans-serif;"><img border="0" data-original-height="900" data-original-width="1600" height="360" src="https://2.bp.blogspot.com/-5XT3rkjma2g/Wo6IvHPsroI/AAAAAAAAOvw/ixtOdM00peQ3z2tiImhfXc_IvVSnBkoqwCLcBGAs/s640/powerbi%2Bwebinar.png" width="640" /></span></a></div>
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<span style="font-family: Trebuchet MS, sans-serif;">I have been teaching professionals from different companies and countries Power BI since 2015.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Many people still find it tough to grasp what the value is in using Power BI or what business intelligence really is. Some even see it as one of those shinny new tools that line consultants pockets with money but provide not much tangible value for the company.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">In this webinar, I will attempt to condense my two days class into a 45 mins one focusing more on helping you understand the value of business intelligence and how Power BI works in creating value beyond what is possible with Microsoft Excel.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">So make it a day with us and you'll be on your way to grasping the practical use of business intelligence via Power BI.</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">Date: Wednesday, 28th February 2018</span><br />
<span style="font-family: Trebuchet MS, sans-serif;">Time: 3:00pm -- 4:00pm (Nigerian time)</span><br />
<span style="font-family: Trebuchet MS, sans-serif;">Venue: <a href="https://www.youtube.com/watch?v=mJNHmMf3nNw" target="_blank">YouTube live</a> (<a href="https://www.youtube.com/watch?v=mJNHmMf3nNw" target="_blank">https://www.youtube.com/watch?v=mJNHmMf3nNw</a>)</span><br />
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<span style="font-family: Trebuchet MS, sans-serif;">See you!</span><br />
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-42217214971659908742018-01-09T12:00:00.000-08:002018-02-06T11:46:45.836-08:00Understanding The 29 In-built Power BI Visuals And How To Access Additional (Custom) Visuals<span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Power BI visuals are the actual elements — tables, charts, filters/slicers, maps, etc — that present the data in your report. By default, Power BI comes with 29 visuals.</span></span><br />
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">1.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Stacked Bar Chart:</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> This allows you to create a bar chart with the breakdowns (field in legend) stacked on top of each other. It can be used to show total sales with breakdown by products or region. It has five components — Axis (where you put the field that should have separate bars, like date), Legend (where you put the field to stack one on another for each category in the axis, e.g. products or regions; anything you drag into Legend comes out with different colors), Value (where you put the field with the figures you want to plot), Color Saturation (allows you to represent the values in a field on a light to dark color intensity on the plotted value bars. You can’t use it and Legend together. A likely use will be to show volume/quantity of products sold while the bar values present the sales amount), and Tooltips (allows you to show extra details, like price per unit of the product).</span></span><br />
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<a href="https://2.bp.blogspot.com/-Cv7cXxYzSEo/Wk4zlxMxCyI/AAAAAAAAOnE/MJVBQ5TPqh87jqGMezB45k9b-ycbIN2CwCEwYBhgL/s1600/2017-12-17_6-22-36.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="710" data-original-width="748" height="606" src="https://2.bp.blogspot.com/-Cv7cXxYzSEo/Wk4zlxMxCyI/AAAAAAAAOnE/MJVBQ5TPqh87jqGMezB45k9b-ycbIN2CwCEwYBhgL/s640/2017-12-17_6-22-36.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">2.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Stacked Column Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: Technically same as the Stacked Bar Chart just the orientation is different, its bars are vertical. </span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">3.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Clustered Bar Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: The difference between this and the stacked one is that it has the breakdowns (legend values) plotted on independent bars rather than stacked one on another.</span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">4.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Clustered Column Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: The difference between this and the stacked column chart is that it has the breakdowns (legend values) plotted on independent bars rather than stacked one on another.</span></span></div>
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<a href="https://3.bp.blogspot.com/-1t-9k_4H1Ec/Wk4zmxE8ayI/AAAAAAAAOno/APfbtr_qp_8wDMNs9jHZqUIMNDiUrziXACEwYBhgL/s1600/2017-12-17_6-34-07.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="602" data-original-width="819" height="470" src="https://3.bp.blogspot.com/-1t-9k_4H1Ec/Wk4zmxE8ayI/AAAAAAAAOno/APfbtr_qp_8wDMNs9jHZqUIMNDiUrziXACEwYBhgL/s640/2017-12-17_6-34-07.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">5.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">100% Stacked Bar Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This has the legend values (breakdown) expressed as percentages of the total value per axis item. Useful for showing relative contribution of sales by the different branches to total sales each day/month. And if you work with market research data, excellent for market share representation.</span></span></div>
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<a href="https://3.bp.blogspot.com/-xvyMlUyv8EI/Wk4znp0cBMI/AAAAAAAAOno/PE9wB1_PMmYv9KFJKQQwCG5TH4bEOb8_wCEwYBhgL/s1600/2017-12-17_6-35-52.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="679" data-original-width="803" height="540" src="https://3.bp.blogspot.com/-xvyMlUyv8EI/Wk4znp0cBMI/AAAAAAAAOno/PE9wB1_PMmYv9KFJKQQwCG5TH4bEOb8_wCEwYBhgL/s640/2017-12-17_6-35-52.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">6.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">100% Stacked Column Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: Just as you would have guessed, it is the column version of the 100% Stacked Bar Chart.</span></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="661" data-original-width="809" height="522" src="https://1.bp.blogspot.com/-Yp2_bi4r_7s/Wk4znqjNiuI/AAAAAAAAOno/vjJj19cDbXQX-0rUJ3AI8qEGjbpLSQv7wCEwYBhgL/s640/2017-12-17_6-40-03.png" width="640" /></span><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">7.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Line Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: Has all the components of the Bar/Column chart except the Color Saturation one. The line chart is to show trend (change over time), so you should always put a date or time field in the Axis.</span></span></div>
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<a href="https://1.bp.blogspot.com/-P1Pir7XMhto/Wk4zoTtSdZI/AAAAAAAAOno/fuubMQwGffYbVgNgxMCtXXfqVA3kS18vgCEwYBhgL/s1600/2017-12-17_6-41-31.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="663" data-original-width="815" height="520" src="https://1.bp.blogspot.com/-P1Pir7XMhto/Wk4zoTtSdZI/AAAAAAAAOno/fuubMQwGffYbVgNgxMCtXXfqVA3kS18vgCEwYBhgL/s640/2017-12-17_6-41-31.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">8.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Area Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is very much like the line chart but with the area under the lines shaded. Has same components as the line chart.</span></span></div>
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<a href="https://3.bp.blogspot.com/-DuUjkv33D3I/Wk4zo7-SnKI/AAAAAAAAOno/9QaZ1953l-U4p53ZBblr6d3ZwYNrqQWjQCEwYBhgL/s1600/2017-12-17_6-45-25.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="659" data-original-width="817" height="516" src="https://3.bp.blogspot.com/-DuUjkv33D3I/Wk4zo7-SnKI/AAAAAAAAOno/9QaZ1953l-U4p53ZBblr6d3ZwYNrqQWjQCEwYBhgL/s640/2017-12-17_6-45-25.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">9.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Stacked Area Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: You already know area chart, this is when you stack the legend entries one on another.</span></span></div>
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<a href="https://2.bp.blogspot.com/-1eccnwU4IV8/Wk4zpM0KXsI/AAAAAAAAOno/ftP48j0mGPEMXvCTGU0JAzDGN99I8n3jgCEwYBhgL/s1600/2017-12-17_6-48-10.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="674" data-original-width="819" height="526" src="https://2.bp.blogspot.com/-1eccnwU4IV8/Wk4zpM0KXsI/AAAAAAAAOno/ftP48j0mGPEMXvCTGU0JAzDGN99I8n3jgCEwYBhgL/s640/2017-12-17_6-48-10.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">10.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Line and Stacked Column Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This is just combining line chart with column chart in the same visual. It is what we call Combo Chart in Excel and can be useful for showing two distinct insights in one visual — like the gross margin as a line chart and the revenue as a column chart over a period of time.</span></span></div>
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<a href="https://2.bp.blogspot.com/-2PfyKDzWXkk/Wk4zlDv2YFI/AAAAAAAAOno/qcHRcxYfXdkvrU7lkfxkBJFMxGgms8rrwCEwYBhgL/s1600/2017-12-17_11-46-26.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="660" data-original-width="802" height="526" src="https://2.bp.blogspot.com/-2PfyKDzWXkk/Wk4zlDv2YFI/AAAAAAAAOno/qcHRcxYfXdkvrU7lkfxkBJFMxGgms8rrwCEwYBhgL/s640/2017-12-17_11-46-26.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">11.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Line and Clustered Column Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: Again, just like the line and stacked column one except that the columns aren’t stacked.</span></span></div>
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<a href="https://1.bp.blogspot.com/-aB8QOQkWucs/Wk4zlN4x7vI/AAAAAAAAOno/_2ttIo2JQgwt-SUhPJkLDGIUWbtlVFj2wCEwYBhgL/s1600/2017-12-17_11-54-24.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="657" data-original-width="816" height="514" src="https://1.bp.blogspot.com/-aB8QOQkWucs/Wk4zlN4x7vI/AAAAAAAAOno/_2ttIo2JQgwt-SUhPJkLDGIUWbtlVFj2wCEwYBhgL/s640/2017-12-17_11-54-24.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">12.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Ribbon Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart is a lot like the area chart but with the added advantage that it makes it easier to see the changes in the values of the entries in the legend.</span></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="659" data-original-width="798" height="528" src="https://1.bp.blogspot.com/-Z55Rr-ua3lk/Wk41H-VcEOI/AAAAAAAAOnw/D1vnl6kYJ0U5MO9z4EfATcWDM6bbTYxBQCEwYBhgL/s640/2017-12-17_16-10-58.png" width="640" /></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">13.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Waterfall Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart is for showing the movement in a metric over a period of time, emphasizing the initial value and the end value. It is a beloved chart of finance analysts, it is often used to present changes in a company’s cashflow from opening cashflow to closing cashflow over a reporting financial period.</span></span></div>
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<a href="https://3.bp.blogspot.com/-P7om-L-P83A/Wk41IeNk1zI/AAAAAAAAOn4/1N2m1sigQBgDHul11VABXLKqKbD4wOAywCEwYBhgL/s1600/2017-12-17_16-17-26.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="675" data-original-width="829" height="520" src="https://3.bp.blogspot.com/-P7om-L-P83A/Wk41IeNk1zI/AAAAAAAAOn4/1N2m1sigQBgDHul11VABXLKqKbD4wOAywCEwYBhgL/s640/2017-12-17_16-17-26.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">14.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Scatter Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart is for showing the relationship between two variables. That is why it requires you put a field in X-axis and another in Y-axis. And it can also serve as bubble chart, you only need to drag the field to determine the bubble size into Size.</span></span></div>
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<a href="https://3.bp.blogspot.com/-23F3M9u9l5g/Wk4808SoO9I/AAAAAAAAOp0/yBvo6qZ_F9Qfedu--m4ImdlCTI2mCIrzgCLcBGAs/s1600/scatter.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="681" data-original-width="736" height="592" src="https://3.bp.blogspot.com/-23F3M9u9l5g/Wk4808SoO9I/AAAAAAAAOp0/yBvo6qZ_F9Qfedu--m4ImdlCTI2mCIrzgCLcBGAs/s640/scatter.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">15.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Pie Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart shows relative contribution of entries in the field put in the Legend to the field put in the Values. You can also put a field with additional useful information in the Details.</span></span></div>
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<a href="https://4.bp.blogspot.com/-cvOFOEYJYNg/Wk41mVVkRrI/AAAAAAAAOoc/kdNmPA0y4cA8Xt83JNF-7fZA48Xz-i7_QCEwYBhgL/s1600/2017-12-17_18-55-57.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="662" data-original-width="870" height="486" src="https://4.bp.blogspot.com/-cvOFOEYJYNg/Wk41mVVkRrI/AAAAAAAAOoc/kdNmPA0y4cA8Xt83JNF-7fZA48Xz-i7_QCEwYBhgL/s640/2017-12-17_18-55-57.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">16.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Donut Chart</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is exactly pie chart but with the traditional donut hole.</span></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="653" data-original-width="884" height="472" src="https://3.bp.blogspot.com/-WxhEJPESRFU/Wk41mlzwmgI/AAAAAAAAOoc/iGAaNqT8dxkkC_73P7tWND3NO8ytxedEQCEwYBhgL/s640/2017-12-17_19-05-14.png" width="640" /></span><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><br /></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">17.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Treemap</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart shows relative contribution but unlike pie chart that fits everything in a big circle this one fits everything in a resizable rectangle. </span></span></div>
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<a href="https://3.bp.blogspot.com/-N0poVPH6CYI/Wk41m8aQSgI/AAAAAAAAOoc/y6dciBP4yA8-RC-pVF2GKawPycmjtybfwCEwYBhgL/s1600/2017-12-17_19-16-32.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="658" data-original-width="882" height="640" src="https://3.bp.blogspot.com/-N0poVPH6CYI/Wk41m8aQSgI/AAAAAAAAOoc/y6dciBP4yA8-RC-pVF2GKawPycmjtybfwCEwYBhgL/s640/2017-12-17_19-16-32.png" width="596" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">18.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Map</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: The name is very self-explanatory. Normally, you would drag countries/cities or any location field to Location but if the locations are not very popular places you might need to get the GPS coordinates and place in the Latitude and Longitude.</span></span></div>
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<a href="https://1.bp.blogspot.com/-hpC3LeXpvb8/Wk41oDHVPQI/AAAAAAAAOoc/T7dOikyN8GklPZMmlXTVDRMVnhw9iESXQCEwYBhgL/s1600/2017-12-17_19-20-29.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="661" data-original-width="874" height="484" src="https://1.bp.blogspot.com/-hpC3LeXpvb8/Wk41oDHVPQI/AAAAAAAAOoc/T7dOikyN8GklPZMmlXTVDRMVnhw9iESXQCEwYBhgL/s640/2017-12-17_19-20-29.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">19.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Filled Map</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is like the Map but fills the entire location area on the map taking the shape of the country/state/city.</span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">20.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Funnel</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart is best for stage-like fields and values. Popular for sales conversion records. You can put the sales/conversion stages in the Group.</span></span></div>
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<a href="https://4.bp.blogspot.com/-h2mlJJX8Mlw/Wk41pJPalmI/AAAAAAAAOoc/uFPpZAiK3ZwftwJVTZE4kM75jhG9GbJQQCEwYBhgL/s1600/2017-12-17_19-34-42.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="659" data-original-width="730" height="576" src="https://4.bp.blogspot.com/-h2mlJJX8Mlw/Wk41pJPalmI/AAAAAAAAOoc/uFPpZAiK3ZwftwJVTZE4kM75jhG9GbJQQCEwYBhgL/s640/2017-12-17_19-34-42.png" width="640" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">21.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Gauge</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This chart is great for showing the values against target on a gauge-like scale. And you can set the dimensions (minimum and maximum of the scale).</span><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span><span style="font-family: "trebuchet ms" , sans-serif;">It is one of the few visuals that allow you to set an alert on in the published Power BI dashboard</span></span></div>
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<a href="https://3.bp.blogspot.com/-B8rqn540atY/Wk44NwTyFlI/AAAAAAAAOos/S_6zKA6Gys8X8jru2-NDW50M1OqxPlkxACLcBGAs/s1600/2017-12-17_19-38-38.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="659" data-original-width="692" height="608" src="https://3.bp.blogspot.com/-B8rqn540atY/Wk44NwTyFlI/AAAAAAAAOos/S_6zKA6Gys8X8jru2-NDW50M1OqxPlkxACLcBGAs/s640/2017-12-17_19-38-38.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">22.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Card</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It displays just one thing. Can be very useful for showing total sales, KPI figure and counts (like number of stores or orders). It is also one of the visuals that allow you to set an alert on it in the published Power BI dashboard.</span></span></div>
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<a href="https://3.bp.blogspot.com/-YwPunkuXwg8/Wk44NX3_qfI/AAAAAAAAOoo/vP9o58lDFaI2V8i2_XLVbkLLhYHGvzuiwCLcBGAs/s1600/2017-12-17_19-48-51.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="659" data-original-width="734" height="574" src="https://3.bp.blogspot.com/-YwPunkuXwg8/Wk44NX3_qfI/AAAAAAAAOoo/vP9o58lDFaI2V8i2_XLVbkLLhYHGvzuiwCLcBGAs/s640/2017-12-17_19-48-51.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">23.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Multi-row Card</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is like card with extra features — ability to display values of more than one field. An example is sales by branch.</span></span></div>
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<a href="https://3.bp.blogspot.com/-HyPcCQq2PHk/Wk44OhB2NdI/AAAAAAAAOow/UAWEj7XTA6Q8O-RzGdJdtW3kC5jn6vrnQCLcBGAs/s1600/2017-12-17_19-52-25.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="660" data-original-width="564" height="640" src="https://3.bp.blogspot.com/-HyPcCQq2PHk/Wk44OhB2NdI/AAAAAAAAOow/UAWEj7XTA6Q8O-RzGdJdtW3kC5jn6vrnQCLcBGAs/s640/2017-12-17_19-52-25.png" width="546" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">24.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">KPI: It shows the variance between a value and its set target. Very useful for key performance indicators (KPIs).</span></span></div>
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<a href="https://3.bp.blogspot.com/-he4IoffXbBs/Wk44PQu3g5I/AAAAAAAAOo0/FAbYLyGl_-wAaF_QktyFzfsYNGDoZl3qACLcBGAs/s1600/2017-12-17_19-56-00.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="658" data-original-width="628" height="640" src="https://3.bp.blogspot.com/-he4IoffXbBs/Wk44PQu3g5I/AAAAAAAAOo0/FAbYLyGl_-wAaF_QktyFzfsYNGDoZl3qACLcBGAs/s640/2017-12-17_19-56-00.png" width="610" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">25.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Slicers</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: I often call them nicer filters. Work exactly as a filter.</span></span></div>
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<a href="https://1.bp.blogspot.com/-z3LBl4w3nmI/Wk44P-cL_mI/AAAAAAAAOo4/32t6gCklh0swXVJkSlLq3-gR9JvW4G7zQCLcBGAs/s1600/2017-12-17_20-09-50.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="656" data-original-width="625" height="640" src="https://1.bp.blogspot.com/-z3LBl4w3nmI/Wk44P-cL_mI/AAAAAAAAOo4/32t6gCklh0swXVJkSlLq3-gR9JvW4G7zQCLcBGAs/s640/2017-12-17_20-09-50.png" width="608" /></span></a><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">26.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Table</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is an intuitive table that aggregates the fields you put in intelligently.</span></span></div>
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<a href="https://4.bp.blogspot.com/-nkSe-MKvK_A/Wk44Q2XWDPI/AAAAAAAAOo8/G0s6xEjDjA4RwARbVdn_L4sq4yWGJqTiwCLcBGAs/s1600/2017-12-17_20-11-50.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="661" data-original-width="733" height="576" src="https://4.bp.blogspot.com/-nkSe-MKvK_A/Wk44Q2XWDPI/AAAAAAAAOo8/G0s6xEjDjA4RwARbVdn_L4sq4yWGJqTiwCLcBGAs/s640/2017-12-17_20-11-50.png" width="640" /></span></a></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">27.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">Matrix</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: It is exact replica of PivotTable. We have already used it in the last sample project.</span></span></div>
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<b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">28.</span><span style="font-size-adjust: none; font-size: 7pt; font-stretch: normal; font-style: normal; font-variant: normal; font-weight: normal; line-height: normal; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;"> </span></span></span></span></b><b style="mso-bidi-font-weight: normal;"><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">R Script Visual</span></span></b><span style="font-size: 12pt; margin: 0px;"><span style="font-family: "trebuchet ms" , sans-serif;">: This allows you to run R scripts in Power BI. Might be of particular interest to people already proficient in data analysis using R.</span></span></div>
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<b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br />Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-19848177089339495662018-01-02T07:29:00.000-08:002018-01-02T08:36:08.043-08:00Sample Power BI Project On Analysing Sales Data By Branch, Product And Target<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">For this sample project, we are going to build a Power BI report and dashboard for Domino’s Pizza. I have gotten some fictitious data on their branches in Nigeria, two weeks sales data, daily target figures and product target figures for the period under analysis.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">I have the data exported as Excel files. You can download the practice along files at <a href="https://drive.google.com/file/d/1FCEkyJvW4viszv9wo43QaljXI2ADpCDD/view?usp=sharing" target="_blank">https://drive.google.com/file/d/1FCEkyJvW4viszv9wo43QaljXI2ADpCDD/view?usp=sharing</a> </span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Making sure the Excel files are closed, we are going to use Power BI’s Get Data to bring in the data. If you have the startup screen then you can locate the Get Data on the top left.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">But if you are on the main Power BI window, then you will have to access it on the Home menu bar.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Bring in the data</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">I prefer you make a habit of choosing Edit (when you work a lot more, especially with large live databases, you’ll experience the why).</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Check if you need to make any changes, like delete an unneeded column or filter out rows you don’t need. Then click Close and Apply on the top left corner of the Query Editor.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And you are back in the Data Model (or main Power BI window). Now load in the other data files. Below is the step for the Sales Data.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">This is a case where you’ll need to get rid of unwanted columns and it’s better to do it in the Edit step and also set the Time field to Time data type. It is also good to let you know that you can actually do all this from the main Power BI window, in the Data section.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">You will notice an audit trail of your steps on the right.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Don’t forget to do the Close and Apply.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;"> </span><span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">After bringing in the data, you need to create relationships between the tables. That way you can create interactive reports with charts that responds to clicks on other charts. You wouldn’t also have to do a VLOOKUP (Excel formula for relating different tables) in order to use fields from different tables in the same chart.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Power BI is quite smart and tries to infer relationships between the tables you have based on the field names and the data types. Unfortunately, it always does single direction relationships and either create too many or too few relationships. So you have to get familiar with creating relationships from scratch and editing the ones it created for you.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Double click on the line of the relationship it created for you (between Branch Data and Sales Data) and set it to Both direction. Single direction means you can go in one direction only: great if you have a database background and will always remember the direction, additionally it helps prevent ambiguity in the relationships (the main advantage that should make you consider it and the trouble of always remembering to go from the dimensioning table to the data table). Alternatively, you can click on Manage Relationships to edit and create new relationships.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">We’ll create relationships between the other tables. Daily Target to Sales Data.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And Sales Target to Sales Data</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Now it’s time to do some formula-ing. Or DAX-ing as Power BI uses Data Analysis Expressions (DAX). You can download the official Microsoft reference material for the DAX formulas here: http://download.microsoft.com/download/0/f/b/0fbfaa46-2bfd-478f-8e56-7bf3c672df9d/data%20analysis%20expressions%20-%20dax%20-%20reference.pdf</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">So head to the Data part (on the left) of the main Power BI window. And select the Sales Data table as we need to do some tasks on it.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">The Sales Data has Price and Quantity field but no Sales Amount field. So we need to create that. And the good thing is that the formula syntax is similar to that in Excel, especially formulas in Excel Tables.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">So we first create a new column, by rightclicking any field in the table and selecting New Column or clicking on New Column at the extreme right under the Home menu. Then change the name from the default “Column” to any name you find more appropriate.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Sales Amount = 'Sales Data'[Price]*'Sales Data'[Quantity]</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">One more cool thing. Change the Sales field and other money fields to Currency. I’ll select my country currency: Naira.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Now we go into the visual part of the report creation.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Click on Reports on the left part of the main Power BI window. And let’s start with a PivotTable-like report showing products against sales amount.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">In Power BI, everything is a visual. Even a table is a visual. You have to pick the visual you want and drop the fields you need into the appropriate sections of the visual components.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Notice the similarity between the Matrix visual in Power BI and the PivotTable in Excel. If you ask me, I’ll say they are exactly same. So huge bonus for you if you already use PivotTable in Excel.</span></div>
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<a href="https://4.bp.blogspot.com/-QNEu2juThro/WkuNB5HHszI/AAAAAAAAOi8/KLNfIBXrdNYT-LFOy1RG59drbolqWU-AACLcBGAs/s1600/report2.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="719" data-original-width="790" height="582" src="https://4.bp.blogspot.com/-QNEu2juThro/WkuNB5HHszI/AAAAAAAAOi8/KLNfIBXrdNYT-LFOy1RG59drbolqWU-AACLcBGAs/s640/report2.png" width="640" /></a></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Since we are now done with the Sales by Product table, let’s put in a Slicer that acts as a filter on the Branch Manager.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">I think it would look better if it displays horizontally. To change the look of any visual, you click on paint brush icon, you get a bouquet of options that lets you change everything from text size and color to structure of the visual. There I change the Orientation from Vertical to Horizontal.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Next is we add a Card that shows the total sales figure.</span><br />
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<a href="https://2.bp.blogspot.com/-MZS9GEvPxws/WkuPNtTsrAI/AAAAAAAAOk8/Pwc9EFuKC3Qi8jrt0d0IgH7r2GsfV7zFwCEwYBhgL/s1600/report6.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="714" data-original-width="842" height="542" src="https://2.bp.blogspot.com/-MZS9GEvPxws/WkuPNtTsrAI/AAAAAAAAOk8/Pwc9EFuKC3Qi8jrt0d0IgH7r2GsfV7zFwCEwYBhgL/s640/report6.png" width="640" /></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">See how everything is a visual.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Now we add a Gauge that shows sales against target.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And you can change the type of calculations done on any field you use. Just click on the dropdown arrow beside the field name in the visual panel.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">And now we add bar chart of sales by products against targets.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Let’s do a cool one now. Add a map visual.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And finally, we add a Pie Chart.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; margin: 0px;"><v:shape id="Picture_x0020_109" o:spid="_x0000_i1063" style="height: 319.5pt; mso-wrap-style: square; visibility: visible; width: 460.5pt;" type="#_x0000_t75"><v:imagedata o:title="" src="file:///C:/Users/HANNAH~1/AppData/Local/Temp/msohtmlclip1/01/clip_image042.png"></v:imagedata></v:shape></span></div>
<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">You might want to change the look of some or all of the visuals. You can even add a background image or colour to the white page.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">See below what I did to the Slicer to improve its look.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">You can also add images, shapes and text boxes to your report.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And we are done with our first report building from scratch.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Next phase is to publish it and share with our boss and colleagues.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">If you’ve not signed in to your Power BI account, you will be prompted to.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Then you pick the workspace you want the report published to. In every Power BI account, there is a default workspace called My workspace. Workspaces are what you create when you want to collaborate with colleagues on a report. It allows for equal access to making changes to the report and those changes are propagated rather than limited to your own copy of the report. You create them from the online Power BI service (www.powerbi.com).</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">I chose My workspace.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Then click on the report link upon successful publishing.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">And here is what the online published version is like.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">It is time we share our report with others. To do that we need to create a Dashboard and pin the visuals we want to show in that dashboard. Not to be confused, the user we share with can still access the entire report we created but the Dashboard is the first thing they see and interact with. It has extra cool features like Q&A that generates visual answers to questions, even the sharing we want to do can only be done from the Dashboard.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Just so you know, you can do the pinning that creates the dashboard from either the report view mode or the report edit mode.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">To create the dashboard, lets pin the entire report. That is called Pin Live Page and you can see it at the upper right side above the report itself.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">I pick New Dashboard and give it a name.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">I can also pin any visual by clicking on the pin icon at the upper right edge of the visual. I will pin the map and the card.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">And I choose an Existing Dashboard, picking the one I already created.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Now I can go see the Dashboard.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">I expand Workspaces on the mid left and scroll to the dashboard I created.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And here it is.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">See that it has all the things I pinned. You can move the visuals around to re-arrange them and can also adjust the size.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">You can see in the screenshot below, the interesting features I hinted that it has.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">It is time we shared the report with colleagues. I simply click on Share at the upper right and enter the email of those I want to share with. Just note that you can’t share with non-corporate email ids (no yahoo or gmail email addresses will be accepted by Power BI).</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">The Access tab (beside Share) allows you to remove people you’ve previously shared with or edit their access right.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">You can also subscribe to receive daily emails when the dashboard is refreshed (usually means updated with new data).</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">You can also publish the entire dashboard, report and dataset as a content pack, or just the report and dataset, or just the dataset.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Let’s try out the Q&A. Ask it to show you Sales Amount by branch as bar chart</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Lastly, let me take you through all the settings available for the report and dashboard you have just created. To the right of the dashboard name, click on the ellipsis (three dots), then click on Settings.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">The first settings tab is General. Allows you to set privacy – whether to allow Microsoft get performance log from you or not. And Language, account closure, enable developer mode for coding custom visuals and enable ArcGIS Maps for Power BI.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">The second settings tab is Dashboards. It allows you to set whether to enable Q&A and Dashboard tile flow (automatic adjusting of the visuals shape and size based on the screen size of the device you are using to access the dashboard).</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">It is good to make sure that you are configuring the settings for the right dashboard.</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">The third settings tab is Datasets. It allows you to schedule refresh which depends on you manually setting gateway connection if your datasets are not on a cloud or publicly accessible datasource/database. You will notice a yellow warning notice saying that you’ve not configured a data gateway for the data sources you used (this is because the Excel files we used as the data source are locally saved on our PC and not from a cloud or internet data source).</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">Once you configure a data gateway on your PC and register the Excel files as data sources housed in that gateway, the warning will go off and you can set the scheduled refresh.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">You can allow Cortana to access your datasets relying on the Q&A feature of Power BI. Also, you can preset some Q&A questions.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">The fourth settings tab is Workbooks. Power BI allows you to import Excel files as Workbooks. This is only possible from the web Power BI service.</span><br />
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">The fifth settings tab is Alerts. It allows you manage the triggers you’ve set regarding some metrics/values reaching a threshold figure.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">The last settings tab is Subscriptions. It allows you manage the email subscriptions you have to existing dashboards so that you get a daily notification once the dataset (ultimately, the report and dashboard) is refreshed (usually indicating new data added).</span></div>
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<span style="font-family: "trebuchet ms" , sans-serif; font-size: 12pt; margin: 0px;">And so we have come to the end of our sample sales analysis report in Power BI.</span></div>
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<span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;">Again, you can download the practice along files at </span><a href="https://drive.google.com/file/d/1FCEkyJvW4viszv9wo43QaljXI2ADpCDD/view?usp=sharing" style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;" target="_blank">https://drive.google.com/file/d/1FCEkyJvW4viszv9wo43QaljXI2ADpCDD/view?usp=sharing</a><span style="font-family: "trebuchet ms", sans-serif; font-size: 12pt;"> </span><br />
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<b></b><i></i><u></u><sub></sub><sup></sup><strike></strike>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-10078298459684572992017-12-31T02:40:00.001-08:002017-12-31T02:49:45.866-08:00New Year Gift: Get My Power BI For The Busy Professional Book For Free<div class="separator" style="clear: both; text-align: center;">
<a href="https://4.bp.blogspot.com/-YiaSbAJUFpU/Wki7dAaJGvI/AAAAAAAAOfA/0FW_jFAj69olNK2K1_LsV2iL0Z8uvVJIACLcBGAs/s1600/Power%2BBI%2Bbook%2Bcover%2Bpagev2.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="1600" data-original-width="1001" height="640" src="https://4.bp.blogspot.com/-YiaSbAJUFpU/Wki7dAaJGvI/AAAAAAAAOfA/0FW_jFAj69olNK2K1_LsV2iL0Z8uvVJIACLcBGAs/s640/Power%2BBI%2Bbook%2Bcover%2Bpagev2.jpg" width="400" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">As we go into the new year, 2018, I want to share with you for free my latest book: Power BI for the Busy Professional.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">To let you have a glimpse of the value in it, below is the preface:</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">I started my data analysis career with Comviva – Airtel Africa creating daily, weekly, monthly and ad-hoc reports for the entire operations in the CRBT product unit across Africa. The company operated across ten countries in Africa then and I was creating between 11 and 30 reports daily. The company had just moved to Africa after Bharti Airtel acquired Zain Africa operations, so everything started from scratch – my colleagues and I had to build everything from scratch.</span></span><br />
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Power BI is the tool I wish we had then. I would have been able to automate all our reports with ability to drill down and drill through, allowed each country operations manager see only what is within their region/country while the big bosses overseeing the entire continent can see everything. I would not have needed to work on public holidays that were local to us since the other country guys needed their reports and were not on holidays.<o:p></o:p></span></span></div>
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">Most importantly, I would have been able to build more insightful reports and ones focused on providing business intelligence, I would have had more time to do more strategic revenue improving activities rather than slaving away at recurrent reports making. And the management would always have all the data and reports they needed in a very interactive and real-time way.<o:p></o:p></span></span></div>
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<span style="font-size: 12pt;"><span style="font-family: "trebuchet ms" , sans-serif;">This book is to give you what I lacked then; it is my own way of making it easy for you to learn and immediately start using Power BI without having to take a leave off work or risk migraines. I have used very easy to follow illustrations with a hands-on approach to ensure that it would be fun and easy for you. You are already a busy professional, this book is to fit perfectly into your life and not disrupt it.<o:p></o:p></span></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;"><span style="font-size: 12pt;">And about me? I am a four-time Microsoft Most Valuable Professional (MVP) and the only one in my area of award in Africa. Helping people and companies make the most of their data is what I do full-time. I have also written books and created online courses that have been used by over 18,000 people across the world. You can connect with me on LinkedIn: </span><a href="https://www.linkedin.com/in/olafusimichael/" target="_blank"><span style="font-size: 12pt;">https://www.linkedin.com/in/olafusimichael/</span></a><span style="font-size: 12pt;"><o:p></o:p></span></span></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">You can download the book from Amazon Kindle today for free at <a href="https://www.amazon.com/dp/B078NF5XYP" target="_blank">https://www.amazon.com/dp/B078NF5XYP</a> or get the PDF version at <a href="https://drive.google.com/file/d/1Mj_LRdhZJhoX5A6AxpT3wNDWtKqKB86c/view?usp=sharing" target="_blank">https://drive.google.com/file/d/1Mj_LRdhZJhoX5A6AxpT3wNDWtKqKB86c/view?usp=sharing</a> </span><br />
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<a href="https://2.bp.blogspot.com/-sEYlI-vCvEA/Wki9hjRx1lI/AAAAAAAAOfY/1ABB-KDBqN0fA5Bsb4Gr-rVuBBQbz2ddQCLcBGAs/s1600/Amazon%2Bsales%2Bpage.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="633" data-original-width="1335" height="302" src="https://2.bp.blogspot.com/-sEYlI-vCvEA/Wki9hjRx1lI/AAAAAAAAOfY/1ABB-KDBqN0fA5Bsb4Gr-rVuBBQbz2ddQCLcBGAs/s640/Amazon%2Bsales%2Bpage.png" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Enjoy! And a wonderful 2018 to you!</span>Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0tag:blogger.com,1999:blog-5191590820766647711.post-15306343557022688572017-12-09T04:45:00.001-08:002017-12-09T05:04:45.681-08:00Power BI #3: The Query Editor<span style="font-family: "trebuchet ms" , sans-serif;">When you launch the Power BI Desktop, the start up screen you get has Get Data on the top left side.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Get Data is the your first window into the Query Editor. If you are familiar with Excel, the Query Editor is the exact replica of PowerQuery. </span><br />
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<a href="https://3.bp.blogspot.com/-08_a8pJJVMA/WivUuXbI2uI/AAAAAAAAOXk/UQK1A_a5opUrtu8AwEYhP9MJLLnd6eYLwCLcBGAs/s1600/2017-12-09_8-00-34.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="726" data-original-width="716" height="640" src="https://3.bp.blogspot.com/-08_a8pJJVMA/WivUuXbI2uI/AAAAAAAAOXk/UQK1A_a5opUrtu8AwEYhP9MJLLnd6eYLwCLcBGAs/s640/2017-12-09_8-00-34.png" width="630" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">In Power BI, it is your main data manipulation and data cleaning tool. Once you connect to the data you want to analyse, it is good to go to the Query Editor to examine the data and, if the data needs some cleaning or transformation, do all that transformation in the Query Editor.</span><br />
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<a href="https://1.bp.blogspot.com/-OtCvJXIwBGU/WivVozTQLmI/AAAAAAAAOX0/4AfvRjdLGQUcyLZtlJuohCbZ3YVXWvUFwCLcBGAs/s1600/2017-12-09_8-18-51.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="662" data-original-width="609" height="640" src="https://1.bp.blogspot.com/-OtCvJXIwBGU/WivVozTQLmI/AAAAAAAAOX0/4AfvRjdLGQUcyLZtlJuohCbZ3YVXWvUFwCLcBGAs/s640/2017-12-09_8-18-51.png" width="588" /></span></a></div>
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<a href="https://4.bp.blogspot.com/-TdGXLL8mDrk/WivVpKCp1QI/AAAAAAAAOX4/_HrOnRm4VTsE7aLdoOH8XizigBzhkAxUwCLcBGAs/s1600/2017-12-09_8-28-08.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="408" data-original-width="699" height="371" src="https://4.bp.blogspot.com/-TdGXLL8mDrk/WivVpKCp1QI/AAAAAAAAOX4/_HrOnRm4VTsE7aLdoOH8XizigBzhkAxUwCLcBGAs/s640/2017-12-09_8-28-08.png" width="640" /></span></a></div>
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<a href="https://3.bp.blogspot.com/--HvJqXhWfSM/WivVqeE0qEI/AAAAAAAAOX8/-FtByPe0ILEQ98XA-KB2HgLfp9I3jwcyQCLcBGAs/s1600/2017-12-09_8-30-23.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="699" data-original-width="879" height="508" src="https://3.bp.blogspot.com/--HvJqXhWfSM/WivVqeE0qEI/AAAAAAAAOX8/-FtByPe0ILEQ98XA-KB2HgLfp9I3jwcyQCLcBGAs/s640/2017-12-09_8-30-23.png" width="640" /></span></a></div>
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<a href="https://2.bp.blogspot.com/-ngCXPhbjPJE/WivVt8kZ-CI/AAAAAAAAOYA/WMT7QiFJIMMLt7hxW_JEVkZF3h-xJ61yQCLcBGAs/s1600/2017-12-09_8-32-11.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="699" data-original-width="879" height="508" src="https://2.bp.blogspot.com/-ngCXPhbjPJE/WivVt8kZ-CI/AAAAAAAAOYA/WMT7QiFJIMMLt7hxW_JEVkZF3h-xJ61yQCLcBGAs/s640/2017-12-09_8-32-11.png" width="640" /></span></a></div>
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<span style="font-family: "trebuchet ms" , sans-serif;">Clicking on Edit, when done connecting to the data, takes you to the Query Editor, and I recommend you always use Edit rather than Load which brings in the entire data without allowing for preview and modification/transformation.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">Below is what the Query Editor looks like and it always opens as a separate window from the main Power BI window.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Query Editor can be divided into four functional sections.</span><br />
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<a href="https://4.bp.blogspot.com/-Gwe5h0VVs74/WivWjCKQHjI/AAAAAAAAOYM/VjEMD41OdzEUUqL_vKtVnHaNBobyIPpDgCLcBGAs/s1600/2017-12-09_8-44-26.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="727" data-original-width="1365" height="340" src="https://4.bp.blogspot.com/-Gwe5h0VVs74/WivWjCKQHjI/AAAAAAAAOYM/VjEMD41OdzEUUqL_vKtVnHaNBobyIPpDgCLcBGAs/s640/2017-12-09_8-44-26.png" width="640" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">1. Menu section</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">2. Queries section</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">3. Data Preview section, and</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;">4. Query Settings section.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Menu section is more like the control panel housing all the tools you will need for most of your data cleaning and data transformation processes. In the end, it is a section you will have to be very proficient at and we will do a lot of practical demonstration of real world analysis that involves using this section.</span><br />
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Queries section mainly lists all the data sources you are connected to. Right-clicking on any of the data source gives you some very useful set of options.</span><br />
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<a href="https://4.bp.blogspot.com/-HOcXwiYt3iU/WivWtv9IweI/AAAAAAAAOYQ/gRIMAiVLz2YsdO48nSYI8OdyUtJr15x4QCLcBGAs/s1600/2017-12-09_9-37-51.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "trebuchet ms" , sans-serif;"><img border="0" data-original-height="621" data-original-width="406" height="640" src="https://4.bp.blogspot.com/-HOcXwiYt3iU/WivWtv9IweI/AAAAAAAAOYQ/gRIMAiVLz2YsdO48nSYI8OdyUtJr15x4QCLcBGAs/s640/2017-12-09_9-37-51.png" width="418" /></span></a></div>
<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Data Preview section shows a preview of the data selected in the Queries section. This gives the Query Editor some advantages over loading the data directly into the Data model, especially in a case of a large data set that would take too many system resources and time to load. By loading just a preview, one can get working immediately on the data and even set filters and formulas to pull in just the segment of the data set that is needed rather than pulling in the entire data set. It also has some useful features — like filter, rename, delete, replace errors and others.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">The Query Settings serves as a very interactive and feature-rich audit trail. It allows you to see all the transformation steps carried out in applied order. You can modify any step and re-order the steps if you want.</span><br />
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<span style="font-family: "trebuchet ms" , sans-serif;"><br /></span><span style="font-family: "trebuchet ms" , sans-serif;">In future chapters we will do some real world analysis that will help us further dive into the Query Editor and see its practical usefulness.</span><br />
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Michael Olafusihttp://www.blogger.com/profile/14257193654134528961noreply@blogger.com0