Power BI Tutorial

Creating a Custom Power BI Summary Table

Introduction

• Purpose: Create a custom summary table by filtering another table
• Common requirement: create smaller tables for specific needs in analysis

Useful Resources

• Link to tutorial video sheet in the video description
• Contains titles and video links for all Power BI related videos
• Includes exercises from Workout Wednesday with titles, video links, and exercise links

Sample Dataset

• Using Superstore dataset
  • Customer information
  • Order information
  • Product sales

Scenario Example

• Objective: Create a table filtered by category 'Furniture'
  • Group by: Segment and Region
  • Measures: Total Sales and Total Profit

Steps to Create the Table

1. Create New Table

   • Navigate to Home
   • Create new table, name it 'Furniture Sales and Profit'

2. Using the Summarize Function

   • Syntax: SUMMARIZE()
   • Helps summarize table content by creating new table

3. Filter Function

   • Syntax: FILTER(SuperStore, SuperStore[Category] = "Furniture")
   • Filters the Superstore table where category is Furniture

4. Grouping Dimensions

   • Group by Segment: SuperStore[Segment]
   • Group by Region: SuperStore[Region]

5. Aggregation Functions

   • Total Sales: SUM(SuperStore[Sales])
   • Total Profit: SUM(SuperStore[Profit])

DAX Formula Example

• Summarizes table taking segment and region as dimensions, and sales and profit as measures

Final Output

• Custom table with columns: Segment, Region, Total Sales, Total Profit
• Can be used with other tables and in further analysis

Conclusion

• Easy steps to create a specific summary table based on filtered criteria
• Enables tailored analysis and model building
• Final table can facilitate in-depth data insights

Thank You

• Gratitude for watching the tutorial
• Stay tuned for next video on a new topic