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This is a 90 minute, hands-on, step-by-step, guided tutorial of visual calculations. We'll write typical calculations such as running sum, moving average, change on previous, percentage of total and year-to-date.

We start with a Power BI file that has already has some data, in a standard star schema data model, so we can spend all our time building visuals and writing visual calcs.

Before the session, to ensure that we get to a good start, please prepare by installing Power BI Desktop if you don't have it already, downloading the sample Power BI file, and switching on visual calcs in preview. Here are the details.

  1. Check that you have a recent version of Power BI Desktop, preferably the current April 2024 version, but at least the February 2024 version (when visual calcs were introduced). If not download from here.
  2. Download the Power BI Desktop sample file that we will use in the tutorial from here. Check that you can open it in Power BI Desktop.
  3. Switch on visual calcs in the preview features. In the menu\, choose File \| Options and Settings \| Options features\, then in the Options dialog\, choose Preview features\, check the "Visual calculations" box\, click OK and restart Power BI Desktop for the setting to take effect.

As this is a hands-on lab exercise, you will need to be able to share your screen, so we can help if something goes wrong. As a practical tip it is best to have two screens; one to watch the demo and another so you can repeat the steps on your PC.

Mark Wilcock will be leading the tutorial. Mark is the organiser of this meetup group (LBAG), and a Microsoft MVP. He runs a company providing courses in data and AI and of course Power BI - details of all courses here.

This is an online (Teams) meeting.

Hands-on tutorial of visual calculations in Power BI - Mark Wilcock (online)
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