Advanced Scenario Analysis Techniques For Power BI w/DAX

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  • เผยแพร่เมื่อ 16 ธ.ค. 2024

ความคิดเห็น • 86

  • @EnterpriseDNA
    @EnterpriseDNA  4 ปีที่แล้ว +3

    ***** Related Links *****
    Using Multi-Layered Scenario Analysis in Power BI
    blog.enterprisedna.co/layering-multiple-what-if-scenarios-using-dax-in-power-bi/
    Scenario Analysis Techniques Using Multiple 'What If' Parameters
    blog.enterprisedna.co/scenario-analysis-techniques-using-multiple-what-if-parameters-advanced-dax/
    Advanced Analytics in Power BI: Layering Multiple 'What If' Analysis
    blog.enterprisedna.co/layering-multiple-what-if-parameters-for-advanced-analytics-in-power-bi/
    ***** Related Course Modules *****
    Scenario Analysis Series
    portal.enterprisedna.co/p/scenario-analysis-series
    Solving Analytical Scenarios w/Power & DAX
    portal.enterprisedna.co/p/solving-business-scenarios-with-power-bi-and-dax
    Advanced Data Transformations & Modeling
    portal.enterprisedna.co/p/advanced-data-transformation-and-modeling
    ***** Related Support Forums *****
    Advice On Data Modeling
    forum.enterprisedna.co/t/advice-on-data-modeling/4343
    Data Modelling?
    forum.enterprisedna.co/t/data-modelling/1296
    Multiple Conditions Scenario Analysis
    forum.enterprisedna.co/t/multiple-conditions-scenario-analysis/5576
    For more data model queries to review see here…..
    forum.enterprisedna.co/search?q=data%20model

  • @kh884488
    @kh884488 4 ปีที่แล้ว +2

    This is wonderful. So much reporting focuses on the past, but you've given a great example of how a tool like PowerBI can be used to focus on future business outcomes.

  • @jazzista1967
    @jazzista1967 7 ปีที่แล้ว +13

    Mr Sam. Great example. I will have to practice the exercise at least 100 times to understand all the dax measures. That was an excellent explanation as well . Thanks for sharing

  • @ajaaskelainen
    @ajaaskelainen 6 ปีที่แล้ว +4

    I really loved how you connected the "pricing scenario" with the rest of the data model by using IF( HasNoValue ( price change %) , equal price change %, 0 otherwise)
    Also, the calculation of only selected sales: CALCULATE( (all sales), ALLSELECTED ( products))

  • @jameshenryhinton
    @jameshenryhinton 6 ปีที่แล้ว +8

    Amazing technique - wow! I'm trying to imagine how one could apply different scenarios to different products at the same time both from a DAX point of view and avoiding too much clutter to the viz.

  • @thebartlettsystem1267
    @thebartlettsystem1267 5 ปีที่แล้ว +1

    It took me a little while to get my head around it, but this is fantastic. The place I got stuck was on the concept of All Sales - Selected Sales. What I couldn't see at first was that there is a hidden measure of "Unselected Sales." It is the remainder of what is filtered out. That additional measure would have clarified that "off stage" (off filter) sum (which is the difference of no filters minus filters). I point this out because one of the powerful chess moves here is getting at what isn't on the canvas. If you do work with this approach again, it might help slower guys like me make the jump. Fantastic video, though. Your work is amazing.

  • @mohamedetman1
    @mohamedetman1 5 ปีที่แล้ว +2

    thank you so much , you know my career path changes to higher level after using Power Bi, DAX ,Power Query. thanks again

  • @miguelnorena
    @miguelnorena 4 ปีที่แล้ว

    Great video for learning how to easily create multiple scenarios! Very useful for financial analysis

  • @ranjithkoduvally4613
    @ranjithkoduvally4613 7 ปีที่แล้ว +2

    Very well explained. Excellent.

  • @udayg9255
    @udayg9255 4 ปีที่แล้ว

    Thank you very much Sam, great example...keep up the good work...

  • @georgie3891
    @georgie3891 3 ปีที่แล้ว

    Thank you for sharing this. This works perfectly!

    • @EnterpriseDNA
      @EnterpriseDNA  3 ปีที่แล้ว

      Hi Georgie, glad that you appreciated this video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Cheers!

  • @marcospapis2340
    @marcospapis2340 4 ปีที่แล้ว

    Really, really good! Right on target! Congrats!!!

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Hi Marcos Papis, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link: th-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html

  • @thomasdutra1
    @thomasdutra1 2 ปีที่แล้ว

    Excellent video! Keep up with the good work. +1 sub!

  • @irienoma
    @irienoma 3 ปีที่แล้ว

    How did you "clone" your middle chart with what seemed to be just a click? Thanks! Very useful videos!

    • @EnterpriseDNA
      @EnterpriseDNA  3 ปีที่แล้ว

      Hello Irena Kostova,
      thank you for posting your query onto our channel.
      Well, the charts are by default getting interacted with each other due to the "Edit Interactions" option kept "ON" by default between this charts. If you want you can change the interactions between the charts by going through the options available within it.
      We're providing few of the links of the articles from our blog posts as well as links of the videos from our Enterprise DNA TH-cam channel pertaining to this topic as well as we also have an in-depth dedicated course available onto our education portal. Below is the link of the courses provided for the reference purpose.
      For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
      Hoping you find this useful and meets your requirements that you've been looking for.
      Happy Learning!!!
      forum.enterprisedna.co/
      blog.enterprisedna.co/layering-multiple-what-if-scenarios-using-dax-in-power-bi/
      blog.enterprisedna.co/advanced-scenario-analysis-techniques-for-power-bi-wdax/
      blog.enterprisedna.co/layering-multiple-what-if-parameters-for-advanced-analytics-in-power-bi/
      community.powerbi.com/t5/Community-Blog/Scenario-Analysis-What-Ifs-Tips-amp-Techniques-For-Power-BI/ba-p/559653
      blog.enterprisedna.co/scenario-analysis-techniques-using-multiple-what-if-parameters-advanced-dax/
      blog.enterprisedna.co/dynamic-scenario-analysis-of-average-order-size-analytics-w-power-bi/
      blog.enterprisedna.co/sensitivity-analysis-examples-in-power-bi/
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  • @moc61
    @moc61 7 ปีที่แล้ว +1

    Very impressive demo Sam.

  • @luigineri4364
    @luigineri4364 6 ปีที่แล้ว +1

    Thank you very much for the video. I have one question: in this video, you showed a range of increase percentage (5%, 10%, etc...). Is there a way, in Power BI, in which the user can input the value say: 23.5%?

  • @npmnpm5501
    @npmnpm5501 7 ปีที่แล้ว +2

    Amazing. Excelent Explanations!!! Subscribed

  • @phanindrababa6131
    @phanindrababa6131 5 ปีที่แล้ว +2

    Its nice explanation .. But it is very easy in tableau for implementation

  • @mohammed333suliman
    @mohammed333suliman 4 ปีที่แล้ว

    Thanks you, great scenario analysis method using power bi

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Glad it was helpful! Please dont forget to subscribe to our channel :)

  • @jdj7453
    @jdj7453 6 ปีที่แล้ว

    Thank you very much for this example - very helpful!
    I do have one question while I was trying to use the technique from 9:10 about setting the unchanged [all sales] .
    I set my [all sales] using the exact methods from your video. However, my [all sales] kept changing as different products were selected. I wonder which part of my work could be wrong for this?
    Thank you for reading my question!

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      Are your relationships set up correctly? Also double check you have the correct column inside the ALL function. If the correct column is in there you shouldn't have any issues

  • @hamayounmughal486
    @hamayounmughal486 7 ปีที่แล้ว

    Great example, keep up the good work. Thanks for sharing

  • @germanshepherd-simba6177
    @germanshepherd-simba6177 3 ปีที่แล้ว

    Thank you for sharing this, i understood the hole concept and tried from side ,
    But one thing is that you have created a measure called Scenario sales and in that you have mentioned (1+[pricing scenario]),
    Could someone help me in understanding why 1 is been used in that measure.
    Thank you in advance

    • @EnterpriseDNA
      @EnterpriseDNA  2 ปีที่แล้ว

      Hello vinod,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post.
      Well, the meaning of "1" is that it stands for "100%" so when it's considered like this -
      ( 1 + [Pricing Scenario] )
      It means that when price is 100% and when 5% is selected then price is increased by 5% i.e. 105%.
      For furthermore queries, you can also reach out to us onto our Enterprise DNA Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner.
      Hoping you find this useful. Also, make sure that you're subscribed to our TH-cam channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      th-cam.com/users/EnterpriseDNA
      www.linkedin.com/groups/12004506/

  • @harazinpavel
    @harazinpavel 7 ปีที่แล้ว

    Helllo Sam, great videos, thank you form this material.
    I have one question. Time 5:25, how did you get Slider type Slicer from Price Change column? When I try to insert slicer to my report from numeric type column all I can get is just list or dropdown type of slicer, no option for slider.
    I can display slider type slicer just from date type columns. But slider from numeric type columns would be very useful.
    Thank you.

    • @EnterpriseDNA
      @EnterpriseDNA  7 ปีที่แล้ว

      Only dates and numbers allow that type of slides

    • @harazinpavel
      @harazinpavel 7 ปีที่แล้ว

      Yes, it works with dates perfectly, but doesn't work with numbers. I create Enter Data table - one column with numbers - doublecheck in Query Editor that column is number type - slicer has only two options - list and dropdown :(. I use September Power BI Desktop release.

    • @harazinpavel
      @harazinpavel 7 ปีที่แล้ว

      OK, problem solved. It is a preview feature and it has to be enabled in PBI Desktop options. powerbi.microsoft.com/en-us/documentation/powerbi-desktop-slicer-numeric-range/

  • @wowrb
    @wowrb 4 ปีที่แล้ว

    hey, is there a way to do multiple slicers like that? Like if you want to select multiple products and give them different percentages. But in an dynamic way, not embedding each product in a formula.. Like you do in the video, is it possible? I tried but since you need to change the filter context it just works once :(

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Hello lenni,
      thank you for posting your query onto our channel.
      Well, yes you can achieve this type of scenario in Power BI. We're providing a link below where it showcases how this type of scenario can be achieved.
      Also onto our Enterprise DNA education portal we've a course created separately which addresses real life scenarios situations and how they can be tackled in Power BI. Please do check our education portal. We're also providing a link below for that.
      Hoping you find this useful and meets your requirements that you've been looking for.🙂
      Happy Learning!!!
      th-cam.com/video/ol-d1T04vvc/w-d-xo.html
      portal.enterprisedna.co/courses/enrolled/305950
      portal.enterprisedna.co/courses/enrolled/235358

    • @ExtractingFun
      @ExtractingFun 3 ปีที่แล้ว

      @@EnterpriseDNA Good video, however it doesn't explain the original's commenter question - he wants to select multiple products and give them different percentage increases. Not just selecting multiple products. How would we go about doing this? Thanks :)

  • @fungthongcrootchaiyun4608
    @fungthongcrootchaiyun4608 4 ปีที่แล้ว

    That's very awesome. thank you so much

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Hi fungthong Crootchaiyun, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials.
      Here’s the link: th-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html

  • @Claire-ne2ni
    @Claire-ne2ni 4 ปีที่แล้ว

    Great video! Thanks

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Hi Claire, glad you appreciated the video. You can subscribe to our channel to see all our upcoming Power BI video tutorials. Here’s the link:
      th-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html

  • @ImranHussain-xv4se
    @ImranHussain-xv4se 4 ปีที่แล้ว

    Great explanation

  • @stoneage8810
    @stoneage8810 2 ปีที่แล้ว

    would be nice if there can be customer or customer / product line specific adjustments solutions... cuz in real life we never see across the board~ high level kind of change

    • @EnterpriseDNA
      @EnterpriseDNA  2 ปีที่แล้ว

      Hello Stoneage8988,
      Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
      We're providing a link of the video from our Enterprise DNA TH-cam channel pertaining to the scenario that you're suggesting.
      For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
      Hoping you find this useful! You can subscribe to our TH-cam channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
      Cheers,
      Enterprise DNA
      forum.enterprisedna.co/
      th-cam.com/channels/y2rBgj4M1tzK-urTZ28zcA.html
      www.linkedin.com/groups/12004506/
      th-cam.com/video/xMI0bMGagf8/w-d-xo.html

  • @nishantkumar9570
    @nishantkumar9570 5 ปีที่แล้ว +1

    Awesome! Thank you very much.

  • @waleojo1060
    @waleojo1060 7 ปีที่แล้ว +1

    Sam this is powerful thank you I appreciate

  • @RH-nk7eo
    @RH-nk7eo 4 ปีที่แล้ว

    What's the difference between VALUES and SELECTEDVALUE here for price change?
    I can see you test for HASONEVALUE so would it be better to use SELECTEDVALUE in this case or is there no difference between the two?

  • @FRANKWHITE1996
    @FRANKWHITE1996 2 ปีที่แล้ว

    Thanks for sharing❤

  • @LiorSternberg
    @LiorSternberg 6 ปีที่แล้ว

    Great stuff! Can also simulate a drop in quantity due to price change incrise and the affect on gross margin.

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      Absolutely you can do this. The opportunities are unlimited around this type of analysis in my view. Check out the scenario analysis on-demand workshop from here to learn more about this - enterprisedna.co/power-bi-resources

  • @3danim8r1
    @3danim8r1 4 ปีที่แล้ว

    Genius...great video, Thanks for sharing. Could you please provide a source file for same?

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว

      Thank you Nitin, All pbix files can be found in 'Mini Series' modules at Enterprise DNA Online - portal.enterprisedna.co/

  • @francesramos16
    @francesramos16 6 ปีที่แล้ว

    This is great! Can you help me with my issue? So instead of filtering by "product" per your example, mine is "time" and in weeks. Best visual for it is the dropdown filter, except it acts as it should so the rest of my measures aren't projecting the way I want them to.

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      The time filter should work fine, I'm struggling to understand what could be the real issue here. Should be straight forward to add this. Maybe try a different slicer type and see if that works first.

  • @12a1lqd
    @12a1lqd 6 ปีที่แล้ว

    Thank you for the great video. Can I download the sample file in your website? Please teach me the link.

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      All resources are contained within the Enterprise DNA training portal. Thanks

  • @monikaselicka8710
    @monikaselicka8710 4 ปีที่แล้ว

    This is amazing! I have just a question - is it possible to change one product by 5% and another product by 10% at the same time in order to see total changes/increase of sales? Thanks!

    • @EnterpriseDNA
      @EnterpriseDNA  4 ปีที่แล้ว +1

      Hi, Monika. Yes! it is possible by creating a measure like below. You can expand it as per your requirement.
      Total Sales Diff Change =
      SUMX(Sales,
      IF(RELATED(Products[Product Name]) IN {"Product 1","Product 2"},
      [Total Sales] * 2,
      [Total Sales] * 5))
      Please check Enterprise DNA Forum for this and lot other scenarios - forum.enterprisedna.co/
      Regards,
      Enterprise DNA

  • @jenyura
    @jenyura 4 ปีที่แล้ว

    Hello, thanks for sharing. Could you please advise, how you measure impact of price increase on sales volume, which will definitely happen in real life? As I understand, the scenario should help to find the ideal price which will give maximum profit taking into account the volume decrease vs price increase.

    • @thomaspham3239
      @thomaspham3239 4 ปีที่แล้ว +1

      need to use a model or gather data for that, since it involves customer behaviour. Once you have an algorithm that can predict how price increase affects sale volume, its a simple optimisation problem where you can easily find the ideal price.

    • @RH-nk7eo
      @RH-nk7eo 4 ปีที่แล้ว

      It would involve either real data (survey) or a theoretical model based on past data.
      Then simply create a new table for sales % drop based on price change and then use that as your new scenario sales calculation.

  • @zm2813
    @zm2813 4 ปีที่แล้ว

    Nice video. But source file is different. No quantity sold, and no date 12/31/2016. Leaves it blank for that date total sales.

  • @bulldogs131
    @bulldogs131 6 ปีที่แล้ว

    Really awesome Sam. Is there any way to do different price change for different selection of products?

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      Yes there certainly would be. Just requires a bit more logic. Maybe for a future video...

    • @bulldogs131
      @bulldogs131 6 ปีที่แล้ว

      Great - look forward to it!

    • @ExtractingFun
      @ExtractingFun 3 ปีที่แล้ว

      @@EnterpriseDNA Hey Sam, I'm also looking forward to this video. Is there one on the channel?

  • @roycemekolle7334
    @roycemekolle7334 6 ปีที่แล้ว +1

    Very impressive

  • @borisvazarov5551
    @borisvazarov5551 7 ปีที่แล้ว +1

    Very helpful. Just downloaded the resources and they are as zip file i personally can't open. Where is the pbix file? Sorry, I'm new to power BI. Thanks in advance.

    • @EnterpriseDNA
      @EnterpriseDNA  7 ปีที่แล้ว

      All resources are contained within the Enterprise DNA training portal. If you are in there and you are downloading zip files then you likely need to first download Power BI desktop to you machine from the Power BI website. Thanks

    • @borisvazarov5551
      @borisvazarov5551 7 ปีที่แล้ว

      Thanks. It's working now

  • @lennywu4859
    @lennywu4859 6 ปีที่แล้ว

    Great video. 1 question: shouldn't the "Selected Scenario Sales" be really called "All Scenario Sales", as it includes all sales (selected scenario + unselected non-scenario)? Find it a bit confusing. Thanks

    • @EnterpriseDNA
      @EnterpriseDNA  6 ปีที่แล้ว

      Nope, it adjusted for what is selected, so I think the name is ok in this case

  • @rrrprogram8667
    @rrrprogram8667 7 ปีที่แล้ว

    where can i download the smaple file to follow along from the beginning ...
    By the way .... Good video

    • @EnterpriseDNA
      @EnterpriseDNA  7 ปีที่แล้ว +1

      All resources can be found at the Enterprise DNA TV link in the description. Thanks

  • @kingsfordgokah6240
    @kingsfordgokah6240 2 ปีที่แล้ว

    Thanks Enterprise DNA

    • @EnterpriseDNA
      @EnterpriseDNA  2 ปีที่แล้ว

      Hi Kingsford, glad that this video is of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

  • @emmanuelamoako9285
    @emmanuelamoako9285 7 ปีที่แล้ว +3

    Awesome

  • @excelsior83
    @excelsior83 7 ปีที่แล้ว

    Aaaaamaziiiiinnngggg 👍👍👍

  • @prasadpm4121
    @prasadpm4121 3 ปีที่แล้ว

    can u plz post the data to work on

    • @EnterpriseDNA
      @EnterpriseDNA  3 ปีที่แล้ว

      Hi Prasad, thanks for posting your comment in the video. All pbix file/datasets are available for download in the Enterprise DNA Online, which is accessible via Membership. Find link below. Thanks!
      portal.enterprisedna.co/

  • @robbief1
    @robbief1 7 ปีที่แล้ว +1

    GR8!

  • @mazharhussain8871
    @mazharhussain8871 2 ปีที่แล้ว

    Always sales. Show project financing model if u can.

  • @dragontrans
    @dragontrans 6 ปีที่แล้ว +1

    great

  • @massefromla2554
    @massefromla2554 ปีที่แล้ว +1

    👍🥰

    • @EnterpriseDNA
      @EnterpriseDNA  ปีที่แล้ว

      Hi Masse, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

  • @toulasantha
    @toulasantha 4 ปีที่แล้ว

    Why do people always say Excel blah blah blah....I am a Qlik user n it’s pretty irritating having to listen comparisons about Excel all the time.

  • @waynethurman2144
    @waynethurman2144 4 ปีที่แล้ว

    I realize you must understand this and may be brilliant, but ripping through this at 90 m.p.h. does not help me learn your technique. I guess it strokes your ego though!