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Revision cards

Append multiple years of sales data. Each year often comes in a separate file, but reports need all years together.
Revision card 1 of 35: Append multiple years of sales data · Download PNG · Open card page

Lesson: How to Append Multiple Years of Sales Data in Power BI Power Query

CALCULATE: one state’s revenue that ignores the slicer. A card for one fixed state should not change when users pick another state.
Revision card 2 of 35: CALCULATE: one state’s revenue that ignores the slicer · Download PNG · Open card page

Lesson: How to Use CALCULATE in Power BI: Show One State's Revenue That Ignores the Slicer (Filter Context Explained)

Card visuals for total orders, revenue and sales. Key numbers must be big and easy to see.
Revision card 3 of 35: Card visuals for total orders, revenue and sales · Download PNG · Open card page

Lesson: How to Show Total Orders, Revenue and Sales with Card Visuals in Power BI

Column chart types, legend and small multiples. One chart type does not answer every question.
Revision card 4 of 35: Column chart types, legend and small multiples · Download PNG · Open card page

Lesson: Clustered vs Stacked Column Chart in Power BI: Bar vs Column, Legend, 100% Stacked and Small Multiples

Column and bar charts with date hierarchy drill down. Users want the yearly picture first, then months.
Revision card 5 of 35: Column and bar charts with date hierarchy drill down · Download PNG · Open card page

Lesson: How to Create Column and Bar Charts with Date Hierarchy and Drill Down in Power BI

Format a column chart: fx colour, axis range, data labels. Good formatting makes the message clear and honest.
Revision card 6 of 35: Format a column chart: fx colour, axis range, data labels · Download PNG · Open card page

Lesson: How to Format a Column Chart in Power BI: Conditional Color with fx, Axis Range and Data Labels

Conditional column: weekday vs weekend. Weekend sales often behave differently.
Revision card 7 of 35: Conditional column: weekday vs weekend · Download PNG · Open card page

Lesson: How to Create a Conditional Column in Power BI: Weekday vs Weekend (Power Query and DAX IF)

Create relationships instead of merging tables. Merging everything makes big, repeated tables.
Revision card 8 of 35: Create relationships instead of merging tables · Download PNG · Open card page

Lesson: How to Create Relationships in Power BI Instead of Merging Tables (One-to-Many)

Custom hierarchy and drill down by category. Users want to go from category to single products in one chart.
Revision card 9 of 35: Custom hierarchy and drill down by category · Download PNG · Open card page

Lesson: How to Create a Custom Hierarchy and Drill Down by Category in Power BI

Desktop vs Service vs Mobile: a beginner tour. Beginners must know where to build and where to share.
Revision card 10 of 35: Desktop vs Service vs Mobile: a beginner tour · Download PNG · Open card page

Lesson: What Is Power BI Desktop vs Service vs Mobile? A Beginner's Tour of Views, Visuals and Saving a .pbix File

Drill through to another page. Details for one item should not crowd the overview.
Revision card 11 of 35: Drill through to another page · Download PNG · Open card page

Lesson: How to Set Up Drill Through to Another Page in Power BI

Dynamic card colour and text vs target. Managers must see at once if a number is good or bad.
Revision card 12 of 35: Dynamic card colour and text vs target · Download PNG · Open card page

Lesson: How to Change Card Color and Text Dynamically in Power BI (Above or Below Target with DAX IF)

Field parameters: Revenue, Sales and Orders in one chart. Separate charts for each measure waste space.
Revision card 13 of 35: Field parameters: Revenue, Sales and Orders in one chart · Download PNG · Open card page

Lesson: How to Show Revenue, Sales and Orders in One Chart with Field Parameters in Power BI

Filters: visual, page and report level, Top N and advanced. Filters at the wrong level change the wrong visuals.
Revision card 14 of 35: Filters: visual, page and report level, Top N and advanced · Download PNG · Open card page

Lesson: How to Use Filters in Power BI: Visual, Page and Report Level Filters with Top N and Advanced Filtering

Filters and slicers, all-pages filters and date slicers. Users need simple controls; reports need fixed rules.
Revision card 15 of 35: Filters and slicers, all-pages filters and date slicers · Download PNG · Open card page

Lesson: How to Use Filters and Slicers in Power BI: Visual, Page and All-Pages Filters and Date Slicers

Your first DAX measure: SUM, card, explicit vs implicit. Written measures are reusable and clear.
Revision card 16 of 35: Your first DAX measure: SUM, card, explicit vs implicit · Download PNG · Open card page

Lesson: How to Create Your First DAX Measure in Power BI: SUM, Card Visual and Explicit vs Implicit Measures

Line chart: date hierarchy, drill down and find anomalies. Trends and unusual spikes are key questions.
Revision card 17 of 35: Line chart: date hierarchy, drill down and find anomalies · Download PNG · Open card page

Lesson: How to Use a Line Chart in Power BI: Date Hierarchy, Drill Down and Find Anomalies

Measures table and testing DAX in DAX query view. Measures spread over many tables are hard to find.
Revision card 18 of 35: Measures table and testing DAX in DAX query view · Download PNG · Open card page

Lesson: How to Create a Measures Table in Power BI and Test DAX in DAX Query View (EVALUATE, SELECTCOLUMNS)

Merge queries: left outer vs inner join. The wrong join can lose rows without warning.
Revision card 19 of 35: Merge queries: left outer vs inner join · Download PNG · Open card page

Lesson: How to Merge Tables in Power BI Power Query (Left Outer vs Inner Join)

Clean messy sales data in Power Query. Messy data gives wrong totals.
Revision card 20 of 35: Clean messy sales data in Power Query · Download PNG · Open card page

Lesson: How to Clean Messy Sales Data in Power BI Power Query

Custom report page tooltip. A plain tooltip cannot show a chart.
Revision card 21 of 35: Custom report page tooltip · Download PNG · Open card page

Lesson: How to Create a Custom Report Page Tooltip in Power BI

Stop automatic data type detection and fix slow loading. Automatic types can break IDs and add slow steps.
Revision card 22 of 35: Stop automatic data type detection and fix slow loading · Download PNG · Open card page

Lesson: How to Stop Power BI Changing Data Types Automatically and Fix Slow Loading

Top 5 and bottom 5 with data labels and Format Painter. Users want the best and worst items quickly.
Revision card 23 of 35: Top 5 and bottom 5 with data labels and Format Painter · Download PNG · Open card page

Lesson: How to Show Top 5 and Bottom 5 in Power BI with Data Labels and Format Painter

Add an index column: from 0, from 1, custom. Some tasks need a row number, like ordering or keys.
Revision card 24 of 35: Add an index column: from 0, from 1, custom · Download PNG · Open card page

Lesson: How to Add an Index Column in Power Query (From 0, From 1 and Custom Start)

Clean store location data: remove units, split, capitalise. Mixed text fields cannot be filtered or summed.
Revision card 25 of 35: Clean store location data: remove units, split, capitalise · Download PNG · Open card page

Lesson: How to Clean Store Location Data in Power Query: Remove Units, Split Columns and Capitalize Each Word

Clean text columns: split, trim, clean, lowercase. Hidden spaces make the same value look different.
Revision card 26 of 35: Clean text columns: split, trim, clean, lowercase · Download PNG · Open card page

Lesson: How to Clean Text Columns in Power Query with Split, Trim, Clean and Lowercase

Column From Examples: day name from a date. Writing formulas for simple patterns takes time.
Revision card 27 of 35: Column From Examples: day name from a date · Download PNG · Open card page

Lesson: How to Use Column From Examples in Power Query (Get Day Name from a Date)

Custom columns: GST, final price and discount. Prices with tax and discounts are needed in many reports.
Revision card 28 of 35: Custom columns: GST, final price and discount · Download PNG · Open card page

Lesson: How to Add Custom Columns in Power Query: GST, Final Price and Discount Formulas

Fix DataFormat.Error: couldn’t convert to number. One bad value stops the whole column from becoming a number.
Revision card 29 of 35: Fix DataFormat.Error: couldn’t convert to number · Download PNG · Open card page

Lesson: How to Fix DataFormat.Error We Couldn't Convert to Number in Power Query

US dates with locale, IDs as text and fixed decimal. Wrong types give wrong dates and lost zeros.
Revision card 30 of 35: US dates with locale, IDs as text and fixed decimal · Download PNG · Open card page

Lesson: How to Fix US Dates with Locale, Keep ID Columns as Text and Use Fixed Decimal Number in Power Query

What is a BI tool?. A big sales sheet is hard to read. People need answers in one picture.
Revision card 31 of 35: What is a BI tool? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

The five steps of every BI tool. Power BI and Tableau look different, but both follow the same path. Knowing it makes both easy to learn.
Revision card 32 of 35: The five steps of every BI tool · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Power BI and Tableau list prices. Price decides the tool for many companies. Viewers add up fast.
Revision card 33 of 35: Power BI and Tableau list prices · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Power BI or Tableau: the short answer. No tool is the best for everyone. Your situation decides.
Revision card 34 of 35: Power BI or Tableau: the short answer · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

The 30-day test before you buy. Reading reviews is not enough. Real work shows the real difference.
Revision card 35 of 35: The 30-day test before you buy · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Interview cards

Power BI or Tableau: which one would you choose and why? It depends on the company. Power BI for Microsoft setups, lower price and big audiences. Tableau for visual exploring, custom design and Salesforce data.
Interview card 1 of 5: Power BI or Tableau: which one would you choose and why? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Is Power BI free? Power BI Desktop is free for building reports on your own computer. To share with others you normally need a paid licence such as Pro.
Interview card 2 of 5: Is Power BI free? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

How do formulas differ in Power BI and Tableau? Power BI uses DAX measures inside a shared data model. Tableau uses calculated fields in the workbook, and LOD expressions for harder questions.
Interview card 3 of 5: How do formulas differ in Power BI and Tableau? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

What AI features do Power BI and Tableau have? Power BI Copilot helps the builder: writes DAX, adds pages, summarizes data. Tableau Pulse helps the reader: watches key numbers and explains changes.
Interview card 4 of 5: What AI features do Power BI and Tableau have? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Can a company switch from Tableau to Power BI later? Yes, but it is real work. Dashboards must be rebuilt and formulas rewritten, because DAX and Tableau calculations are not the same.
Interview card 5 of 5: Can a company switch from Tableau to Power BI later? · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Comparison cards

Left outer vs inner join. Both are join kinds when merging two tables in Power Query.
Comparison card 1 of 9: Left outer vs inner join · Download PNG · Open card page

Lesson: How to Merge Tables in Power BI Power Query (Left Outer vs Inner Join)

Merge vs relationship. Both connect data from two tables.
Comparison card 2 of 9: Merge vs relationship · Download PNG · Open card page

Lesson: How to Create Relationships in Power BI Instead of Merging Tables (One-to-Many)

Index from 0 vs from 1. Both add a running row number in Power Query.
Comparison card 3 of 9: Index from 0 vs from 1 · Download PNG · Open card page

Lesson: How to Add an Index Column in Power Query (From 0, From 1 and Custom Start)

Decimal number vs fixed decimal number. Both are number types for values with decimals.
Comparison card 4 of 9: Decimal number vs fixed decimal number · Download PNG · Open card page

Lesson: How to Fix US Dates with Locale, Keep ID Columns as Text and Use Fixed Decimal Number in Power Query

Split by delimiter vs by number of characters. Both split one text column into several in Power Query.
Comparison card 5 of 9: Split by delimiter vs by number of characters · Download PNG · Open card page

Lesson: How to Clean Text Columns in Power Query with Split, Trim, Clean and Lowercase

Power BI vs Tableau. Power BI is made by Microsoft. Tableau is made by Salesforce. Both turn data into dashboards.
Comparison card 6 of 9: Power BI vs Tableau · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Power Query vs Tableau Prep. Both clean data before charts. Power Query is built into Power BI. Tableau Prep is a separate tool.
Comparison card 7 of 9: Power Query vs Tableau Prep · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

DAX measures vs Tableau calculated fields. DAX is Power BI's formula language. Tableau uses calculated fields and LOD expressions.
Comparison card 8 of 9: DAX measures vs Tableau calculated fields · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)

Power BI Copilot vs Tableau Pulse. Both are AI helpers. Copilot is in Power BI. Pulse is in Tableau.
Comparison card 9 of 9: Power BI Copilot vs Tableau Pulse · Download PNG · Open card page

Lesson: Power BI vs Tableau: Differences, Price and Which One to Choose (Easy Guide)