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Q the Data Lad
United States
Registrace 10. 03. 2009
I know some data things and abuse the english language, wooooo
Take Control of Your Finances in Power BI | Step by Step
Take control of your finances in Power BI. Step by step overview of how I went about covering budgeting, net worth, and more.
Lots of room for improvement, but hope this helps if you are looking to automate and measure your own budget/net worth. If you have a question about a specific part in the video let me know in the comments below.
I hope you have find this useful and good luck building your own personal net worth/personal budget dashboards!
DISCLAIMER: I am not a financial advisor. Nothing said in this video is financial advice. This tutorial is solely about the technical creation of a personal finance tool in Power BI.
Timestamps:
0:00 - Reason for the project
0:39 - Map out how money comes in and where money goes out
1:08 - Data strategy: how data moves from left to right
2:22 - Setting up Tiller
3:57 - Setting up the schema
5:01 - Set up python scripts and point them to the schema
5:47 - Query tables from schema to dataflows and model in Power BI
8:40 - End Reporting in Power BI - Arts and Crafts!
10:34 - Final Product
11:37 - Areas of Improvement
Software used for this project -
Tiller: rb.gy/qibeg8
Power BI: shorturl.at/GJNyT
Visual Studio Code: shorturl.at/4rVtI
MySQL Workbench: shorturl.at/Lx7ma
Learning SQL: rb.gy/yckc6h
My Credit Card Stack -
Bilt (1% on rent/hoa fees): rb.gy/wj11vn
Chase Sapphire Preferred (5% travel, 3% dining, 60,000 Miles): shorturl.at/rXqvE
Chase Freedom Flex (1.5% everything +% boost): shorturl.at/a0RuA
AE Blue Cash Preferred (6% groceries, 3% gas, $250 credit): shorturl.at/Q6SOf
Chase Amazon Prime (5% amazon orders): rb.gy/iw9ocj
My Banks/Investments -
Discover (4.75 APY): rb.gy/rza58d
Raisin (5.26 APY): rb.gy/dnvmuk (code: quentins027329)
Robinhood (i like the UI on mobile...): rb.gy/wl0vyu
Vanguard: rb.gy/j9wkxa
Kraken: rb.gy/dqokdl
if this helped or brought value to you, consider leaving a like or ill eat ur cookies: shorturl.at/CeXD2
business inquiries only email: quentin.sweeney@gmail.com
#powerbi #personalfinance #budget
Lots of room for improvement, but hope this helps if you are looking to automate and measure your own budget/net worth. If you have a question about a specific part in the video let me know in the comments below.
I hope you have find this useful and good luck building your own personal net worth/personal budget dashboards!
DISCLAIMER: I am not a financial advisor. Nothing said in this video is financial advice. This tutorial is solely about the technical creation of a personal finance tool in Power BI.
Timestamps:
0:00 - Reason for the project
0:39 - Map out how money comes in and where money goes out
1:08 - Data strategy: how data moves from left to right
2:22 - Setting up Tiller
3:57 - Setting up the schema
5:01 - Set up python scripts and point them to the schema
5:47 - Query tables from schema to dataflows and model in Power BI
8:40 - End Reporting in Power BI - Arts and Crafts!
10:34 - Final Product
11:37 - Areas of Improvement
Software used for this project -
Tiller: rb.gy/qibeg8
Power BI: shorturl.at/GJNyT
Visual Studio Code: shorturl.at/4rVtI
MySQL Workbench: shorturl.at/Lx7ma
Learning SQL: rb.gy/yckc6h
My Credit Card Stack -
Bilt (1% on rent/hoa fees): rb.gy/wj11vn
Chase Sapphire Preferred (5% travel, 3% dining, 60,000 Miles): shorturl.at/rXqvE
Chase Freedom Flex (1.5% everything +% boost): shorturl.at/a0RuA
AE Blue Cash Preferred (6% groceries, 3% gas, $250 credit): shorturl.at/Q6SOf
Chase Amazon Prime (5% amazon orders): rb.gy/iw9ocj
My Banks/Investments -
Discover (4.75 APY): rb.gy/rza58d
Raisin (5.26 APY): rb.gy/dnvmuk (code: quentins027329)
Robinhood (i like the UI on mobile...): rb.gy/wl0vyu
Vanguard: rb.gy/j9wkxa
Kraken: rb.gy/dqokdl
if this helped or brought value to you, consider leaving a like or ill eat ur cookies: shorturl.at/CeXD2
business inquiries only email: quentin.sweeney@gmail.com
#powerbi #personalfinance #budget
zhlédnutí: 4 671
Video
Power BI for End Users - Learn Power BI in 60 minutes
zhlédnutí 881Před 2 měsíci
Power BI for end users can have a slight learning curve, so this 60-minute video will get you up to speed to learn the essentials about Power BI to maximize insights (make money or save money). For the sake of simplicity, I will be using the terms "reports/dashboards" interchangeably, as well as "database/schematic model" for all you data nerds out there. Timestamps: 0:00 - Value of Power BI to...
How to Pass the Databricks Data Analyst Exam (Free Practice Test)
zhlédnutí 1,1KPřed 3 měsíci
Pass the Databricks Assocaite Data Analyst Exam, with no to little experience (or a lot). Below are some questions I gloss over in the video. Is it hard? What is the passing score? How much did you study? How did you study? How was it structured? Is it worth it? Timestamps: 0:00 - intro from guy on the internet 0:14 - is the test hard? 0:51 - what is the passing score? what did you get? 1:24 - ...
Connect Excel with Power BI Dataflows (How & Why)
zhlédnutí 2,4KPřed 4 měsíci
This is how to connect Excel with Power BI Dataflows and when this approach might be best for your needs. 0:00 - guy from internet doing full screen intro fumbling words yaya 0:12 - scoping dataflow in powerbi service and verifying email address 1:10 - excel integration with powerbi dataflow table (standard table) 3:12 - tangent from personal experience on when this method is best used 4:02 - e...
SharePoint + Excel + Power BI - Make the Trio Work
zhlédnutí 5KPřed 5 měsíci
Connect an excel file that is stored in SharePoint into Power BI desktop or through a dataflow. See highlighted comment if you don't see the details option in SharePoint. 0:00 - some guy from the internet doing a lazy intro 0:21 - upload excel file to sharepoint and grab excel file path 1:02 - put file path in power bi file using web data source 2:27 - upload excel file from sharepoint to dataf...
How to Send Updated Power BI Reports to Email
zhlédnutí 24KPřed rokem
Automatically send Power BI reports to yourself (or to others) to any email with this main feature in Power BI service. 0:00 - use cases to bring power bi to email 0:50 - setting up email subscriptions in power bi 4:26 - testing the subscription 4:57 - seeing the power bi report in email if this helped, like or subscribe or ill eat ur cookies: czcams.com/channels/AqRboAoe3s5rgZDiYtSTsQ.html ema...
Export Power BI Reports to PDF
zhlédnutí 2,6KPřed rokem
How to export any Power BI report/dashboard from Power BI. Pretty simple, if not available tell the developer to turn on the setting in Power BI service. #powerbi #datatraining #powerbitraining Helpful articles regarding this subject: learn.microsoft.com/en-us/power-bi/collaborate-share/end-user-pdf?tabs=powerbi-service Please note, for this learning course I will be referencing the terms dashb...
Smooth Data Presentation: Power BI to PowerPoint
zhlédnutí 295Před rokem
Export or import Power BI reports into PowerPoint. Few different methods to get there, enjoy! #powerbi #datatraining #powerbitraining Timestamps: 00:00 - Embed an powerbi image to Powerpoint 03:02 - Embed powerbi live data to Powerpoint 05:26 - Import powerbi live data to Powerpoint PowerPoint plug-in if encountering issues: pages.store.office.com/addinsinstallpage.aspx?rs=en-US&assetid=WA20000...
Power BI to Excel - Export Data
zhlédnutí 243Před rokem
How to export Power BI data from apps, dashboards, and reports to excel. #powerbitraining #datatraining #powerbi Timestamps: 00:00 - Export Power BI data - current layout option 01:50 - Using Power BI data in Excel 03:23 - Export Power BI data - summarized data option 03:48 - Using Live Power BI data in Excel Helpful articles regarding this subject: www.upslide.net/en/how-to-export-power-bi-to-...
What are Drill throughs, buttons, and tooltips in Power BI?
zhlédnutí 112Před rokem
What are Drill throughs, buttons, and tooltips in Power BI? Drill throughs, buttons, and tooltips are all helpful pointers tips to get more familiarly for Power BI users. Timestamps: 00:00 - Drill-throughs 02:14 - Buttons 02:40 - Tooltips Helpful articles regarding this subject: learn.microsoft.com/en-us/power-bi/guidance/report-drillthrough if this helped, like or subscribe or ill eat ur cooki...
Favorite ANY report in Power BI for quick access
zhlédnutí 94Před rokem
Favorite any report, dashboard, or app in Power BI for quick access in the home page. Timestamps: 00:00 - How to favorite 00:27 - How to get to Power BI home page 00:53 - Using favorite link in home page Helpful articles regarding this subject: learn.microsoft.com/en-us/power-bi/consumer/end-user-favorite if this helped, like or subscribe or ill eat ur cookies: czcams.com/channels/AqRboAoe3s5rg...
Power BI Dataset to Excel - Live Connection is King!
zhlédnutí 298Před rokem
Want to connect to Power BI data from your organization and bring that into excel, to make your own report/dashboard? This vid has got you covered. 00:00 - PowerBI Developer Context 01:13 - Exporting PowerBI Dataset to Excel 03:57 - Importing External PowerBI Dataset to Power BI Desktop Helpful articles on this subject: learn.microsoft.com/en-us/power-bi/collaborate-share/service-connect-excel-...
Save Filters with Bookmarks in Power BI
zhlédnutí 370Před rokem
Save Filters with Bookmarks in Power BI - Save your filters by using the bookmarks feature in Power BI. No more re-filtering each time you open your Power BI report :) Timestamps: 00:00 - Creating Bookmarks 01:04 - Testing Bookmarks 01:40 - Updating and Deleting Bookmarks 02:19 - Making Bookmarks Default Helpful articles on this subject: learn.microsoft.com/en-us/power-bi/consumer/end-user-book...
RESET ALL Filters to Default in Power BI
zhlédnutí 421Před rokem
How to reset all filters to default within reports/dashboards in Power BI Apps. Developers outside of the app might have to build this functionality in for end users. #powerbi #powerbiservice #powerbitraining Timestamps: 00:00 - Example 00:22 - Reset filters icon 00:46 - Pop-up box if this helped, like or subscribe or ill eat ur cookies: czcams.com/channels/AqRboAoe3s5rgZDiYtSTsQ.html email: qu...
SORT or RANK data in ANY Power BI Report
zhlédnutí 84Před rokem
Learn how to sort or rank your data the way you want to see it in Power BI. Timestamps: 00:00 - Indicators on tables 00:37 - Ascending vs Descending 01:25 - Selecting columns to sort 01:57 - Clicking tables by sorting 02:51 - Sorting visuals Helpful articles regarding this subject: learn.microsoft.com/en-us/power-bi/consumer/end-user-change-sort if this helped, like or subscribe or ill eat ur c...
Filtering by clicking: Get Insights Quickly in Power BI
zhlédnutí 75Před rokem
Filtering by clicking: Get Insights Quickly in Power BI
Advanced Filtering with the Filter Pane (and/or/contains)
zhlédnutí 89Před rokem
Advanced Filtering with the Filter Pane (and/or/contains)
Introduction to Filtering Data in Power BI
zhlédnutí 114Před rokem
Introduction to Filtering Data in Power BI
Learning the Interface: Power BI Apps and Reports
zhlédnutí 142Před rokem
Learning the Interface: Power BI Apps and Reports
is it possible to have reports sent to a distro email instead of manually putting individual user email addresses?
good question, yea it looks like it distros would work as long as the report/dashboard is hosted in a premium capacity learn.microsoft.com/en-us/power-bi/collaborate-share/end-user-subscribe?tabs=creator#subscribe-others
Very well explained.Deserves more views !! Earned a sub. Please keep posting more vids.
Great Video. Thanks
thank you for this
very helpful, thanks
Great video!
Please help me to do these conditions in Power BI (Transformations) Qualification : Only include Schedule(Task Name) = Building Permit Received Row 1 Schedule: Baseline Start Date. This should be in Black color. If there is no Baseline date, then leave the field blank Row 2: If there is no Baseline Start Date in Row 1, then Row 2 should be blank. If there is a Baseline Start Date in Row 1, then following conditions apply: If ‘Schedule task % Complete’ = 100%, then input Actual Finish Date. This should be in Blue color. If Schedule task % Complete < 100% then input Schedule: Start Date - Task. If the date is in the Past (as compared to today), it should be in Red font. If the date is in the future (as compared to today), it should be in Green font.
no lol
This was exactly what I have been looking for
Ppoiuyt
Awesome video
Great video! In our organization, some users do not have Power BI Pro licenses, but all of them have Microsoft 365. The question is: Can they use Excel to connect to Power BI Dataflows even though they don’t have a Power BI Pro license?
Great, but i do not see the power platform in my Excel. Which options exists?
I would confirm with the dataflow owner if you have access to whatever workspace the dataflow is in
Hey, i am not able to download the study guide ? Could you please help me?
Updated the link here: shorturl.at/HSZBh
hey i have exam after 2 days if possible can you provide more staffs am worried if possible can you share what question you get in test
Updated the link here: shorturl.at/HSZBh
What’s the benefit of using the data flow
dataflows are quicker for load and refresh times in service as well as in schematic models. dataflows are also good to share with other departments who want to use the same query/logic
Thank you so much for the tips and quiz! I did the test today and passed! (Love from Brazil! 🇧🇷)
glad it helped 🙂
Seriously THANK YOU for the video and quiz!
good luck on the quiz!
@@QtheDataLad Just took the test and got an 87, I passed! Your quiz was a huge help! You're the best.
@@RamonaNiederhausern Is that practice questions given by him enough to pass the test?
Thank you for this , great !
No problem 🙂
Underrated video.Thanks for it.Please Upload more videos
Glad it helped. Will do!
Do you have the .pbix to these dashboards?
I cant download the quiz, can you able to share another link?
Hey, the link is working. Press the slow download option, then it should work
Updated the link here: shorturl.at/HSZBh
Hey Hey, liked this video it was very informative. Ill keep it saved until I do my exam. Thanks M8
glad it helped. good luck on the exam!
Im curious: what level of PBI and Fabric subscription did you need to UPLOAD the dataflows into powerbi Service?
all that was needed to upload dataflows to service was the license type: power bi pro
Good stuff, thanks!
glad it helped
Informative and good quality video, deserves way more views
Glad it helped
agreed
agreed
best video on the topic
love it
This saved my life for a customer presentation. Thx
Glad it helped!
Saved me a ton of time. Thank you
love to hear it
Saved me some time going the Power Automate route. Thank you!
Great to hear!
Nice video!
Thanks!
Very helpful, thank you!
You're welcome!
Some reasons why you would bring a Power BI dataflow in Excel: 1 - Ad-hoc analysis for quickly querying data. That way you don't have to wait for load previews in power bi service 2 - Can leverage as a source for pivot tables to build financial budget models, commission models, supply chain models from one source of truth (best for a lot of manual adjustments) 3 - If you want to troubleshoot any changes in Excel Power Query before you push changes to live production 4 - Can leverage this live connection from a dataflow and send the file to a coworker who isn't as technical 5 - im sure there is some other reasons why that I haven't figured out yet :)
Hey, The copy URL is functional for OneDrive, why for SharePoint not use SharePoint Folder route?
you can go that route for sure. going this route is handy when you have multiple people editing within one centralized excel sheet. basically allows everyone on a team to make changes easily and that will flow to reporting
Don't see the details option in sharepoint to get the file path? We can find it another way Step 1 - Hit the three dots on the excel file Step 2 - Open Excel file in App Step 3 - Click Info Step 4 - Click the button that says "copy path" Step 5 - Paste this path into data source in either powerbi desktop or powerbi service Step 6 - Remove "?web=1" from the end of the path in the data source box Step 7 - Close the Excel file in App
is there any chance to export a defined list of bookmarks after each other? so page1 shows bookmark1, page two shows bookmark2, etc...?
That is a good question. I don't believe Microsoft has that type of flexibility right now. Quickest work-a-around would be to export separately, then combine in adobe pdf or word
Hey. ! in the recent Power Bi version i couldn't see the option mentioned in video. can you please help me
Hey! I am seeing the option "Subscribe to report" on the toolbar still, then choose the subscription type standard. I would ask your powerbi devs to "update app" to troubleshoot.
@@QtheDataLad idk he may be using power Bi desktop, @info_432 i think you've to publish it first then you will see the "Subscribe to report"
Awesome video. You saved me from going down the power automate side of things..
Happy to help!
Can you do a video utilizing the REST-API to export to PDF programmatically ?
That is a good idea!
@@QtheDataLad there’s no videos on CZcams covering it :)
Super like
glad it was helpful!
Nice👌
Glad it helped!
Great video, thanks
No problem 👍