Power BI - Preparing, cleaning and transforming your Data Tutorial
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Power BI - Recovering your Data from different sources
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Power BI - Introduction to the Query Editor
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Power BI - Creating your Datasets
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Power BI - Customising your Report
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Power BI - Customising your Visuals
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Power BI - Creating a Report
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Power BI - Introduction to Power BI Building Blocks
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Power BI - Introduction to Power BI Desktop
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Creating a Report
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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Create slicers
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Create quick measures
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Introduction to Power BI Mobile
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Conditional formatting
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Use the drill down filter
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Calculate function
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Turn on the drill down feature
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Add an alert to a visual
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Sharing and publishing your Dashboard
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Customising your Report
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Manage interactions
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Manage relations between data sources
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What are measures?
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Introduction to PowerBI
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Creating a Report
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Create a PivotTable report manually
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Recovering your Data from different sources
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Sort, filter, summarize and calculate your PivoteTable data
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Create a PivotTable and analyze your data
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How to track and monitor values with the Watch Window
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Analyze your network and communication habits
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Summarize Your Notes with Copilot
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Optimize Meetings with Viva Insights
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Manage video settings
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot in Teams Conversations
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Analyze and Write Content Based on a File
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Make changes to a text
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Process an incoming message
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Sort and filter emails
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Organize into Folders
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Analyzing a OneDrive file with Copilot
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Use Categories
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Tracking changes in a Loop page with Copilot
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Clean Up Your Inbox
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Easily Sort Your Mails
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Introduction to PowerBI
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Objectifs :
This video aims to demonstrate how to utilize various features in Query Editor to prepare a dataset for reporting in Power BI. It covers data importation, formatting, and manipulation techniques necessary for effective data analysis.
Chapitres :
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Introduction to Query Editor
In this section, we will explore the functionalities of Query Editor in Power BI. The focus will be on preparing a dataset that consists of 704 rows, which will be used to generate a report. Often, imported data is not formatted correctly or is not ready for analysis. -
Importing and Preparing Data
To begin, we will import the dataset. A common issue is that the Country column may only have the first line of each section filled. To ensure Power BI can analyze sales by country, we will use the 'Fill Down' feature found in the Transform tab. -
Handling Null Values
After filling down, there may still be rows with null values in the header of each section. To remove these, right-click on a null value and select 'Does Not Equal' to delete it. Power BI will automatically detect the data type, such as number or whole number. -
Filtering Data
Since we are only interested in European sales, we will delete the rows that list US sales, which range from row 561 to row 700, totaling 140 lines. This can be done using either the 'Keep Rows' command or the 'Remove Rows' command. -
Selecting Relevant Columns
For our analysis, we will focus on the Month Number, Month Name, and Date columns. These can be selected by holding down the Ctrl key and clicking on the desired columns under the Home tab. -
Splitting Columns
To split a column into several columns, we can use the 'Split Column' command and choose 'By Delimiter.' Power BI will automatically detect the delimiter, or you can select one from the list. Alternatively, you can create new columns from existing ones using the 'Column From Examples' feature. -
Replacing Values
To change the manufacturing value of a product, select the cell with the value to be changed, then use the 'Replace Values' command under the Home tab. Enter the new value and confirm by clicking OK. -
Adding Calculated Columns
If a column for actual sales is missing, we can add it by naming the column and entering a formula that calculates actual sales by subtracting the discount value from the sales total. If errors occur in the formula, they can be corrected before confirming. -
Creating Conditional Columns
To indicate a gain, we will create a final column using the 'Conditional Column' command, which functions similarly to the IF function in Excel. We will set the condition to check if the Profit column is greater than 0, outputting 'Yes' for gains and 'No' otherwise. -
Finalizing the Dataset
Once all edits are made, we will apply the changes by clicking on 'Close & Apply' under the Home tab. It is important to note that most features in Query Editor can also be accessed by right-clicking with the mouse.
FAQ :
What is Query Editor in Power BI?
Query Editor is a tool in Power BI that allows users to transform and prepare their data for analysis. It provides various features to clean, reshape, and modify datasets before they are used in reports.
How do I import data into Power BI?
To import data into Power BI, you can use the 'Get Data' option on the Home tab. Select the data source you want to import from, and follow the prompts to load your dataset into Power BI.
What should I do if my imported data is not properly formatted?
If your imported data is not properly formatted, you can use the features in Query Editor to clean and transform the data. This includes filling down values, changing data types, and removing unnecessary rows.
How can I delete specific rows in Query Editor?
You can delete specific rows in Query Editor by using the 'Remove Rows' command. You can choose to remove rows based on their position or specific criteria.
What is the purpose of the Conditional Column feature?
The Conditional Column feature allows you to create a new column based on specific conditions. It functions similarly to the IF function in Excel, enabling you to categorize data based on defined criteria.
How do I calculate actual sales in Power BI?
To calculate actual sales in Power BI, you can create a new column that subtracts the discount value from the total sales. This can be done using a formula in the new column.
Quelques cas d'usages :
Sales Data Analysis
Using Query Editor to clean and prepare sales data for analysis in Power BI. This includes removing irrelevant rows, filling down missing values, and calculating actual sales to gain insights into sales performance.
Monthly Reporting
Preparing a monthly sales report by transforming the dataset to include only relevant columns such as Month Number, Month Name, and Actual Sales. This allows for efficient reporting and analysis of sales trends over time.
Data Quality Improvement
Utilizing Query Editor to enhance data quality by identifying and removing null values, correcting data types, and ensuring that the dataset is ready for accurate analysis and reporting.
Profitability Analysis
Creating a profitability analysis report by adding a Conditional Column to indicate whether sales resulted in a gain or loss. This helps businesses make informed decisions based on profit margins.
Data Transformation for Marketing Insights
Transforming marketing data to analyze the effectiveness of campaigns by filtering out irrelevant data, calculating actual sales, and preparing the dataset for visualization in Power BI dashboards.
Glossaire :
Query Editor
A tool in Power BI used for data transformation and preparation before analysis.
Dataset
A collection of data that is used for analysis and reporting.
Transform tab
A section in Query Editor where users can apply various data transformation operations.
Fill Down
A command used to fill empty cells in a column with the value from the cell above.
Data Type
The classification of data in a column, such as number, text, or date.
Remove Rows
A command used to delete specific rows from a dataset based on certain criteria.
Split Column
A feature that allows a single column to be divided into multiple columns based on a delimiter.
Conditional Column
A feature that creates a new column based on conditions, similar to the IF function in Excel.
Actual Sales
The total sales amount after deducting any discounts.
Discount Value
The amount subtracted from the total sales price.