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Ptarmy
Добавлен 22 мар 2023
Helping you learn business intelligence tools. The mission is to make your data more insightful, save you time, and get you to standout amongst your competition.
Ptarmy's core focus is on financial data and helping expand the technology skillset of today's finance and accounting professionals, but we will cover other topics as well.
Ptarmy (tar-mi) as in Ptarmigan. Look it up!
Free downloads related to our videos: www.ptarmy.com/joinus
Ptarmy's core focus is on financial data and helping expand the technology skillset of today's finance and accounting professionals, but we will cover other topics as well.
Ptarmy (tar-mi) as in Ptarmigan. Look it up!
Free downloads related to our videos: www.ptarmy.com/joinus
Create a Passive Investing Dashboard in Power BI: Step-by-Step Guide
Passive investing through owning a low cost index fund is one of the simplest and cleanest ways to grow personal wealth. It involves very little maintenance, has embedded diversification benefits, and we can use free data to prove out our investment thesis. Follow me in this video as I explain step by step how to build a dashboard tracking the Vanguard Total Stock Market index fund, its performance, and how passive investing can lead to large gains over time. All of this is customizable to your own investing preferences and I use PowerBI to show you how.
Download the free template: pages.ptarmy.com/download
Why Date Tables are Useful: ruclips.net/video/edGcTH4cu08/видео.html
How to Interpre...
Download the free template: pages.ptarmy.com/download
Why Date Tables are Useful: ruclips.net/video/edGcTH4cu08/видео.html
How to Interpre...
Просмотров: 223
Видео
Index Fund Investing: Dashboard Insights and Analysis
Просмотров 1473 месяца назад
Passive investing through owning a low cost index fund is one of the simplest and cleanest ways to grow personal wealth. It involves very little maintenance, has embedded diversification benefits, and we can use free data to prove out our investment thesis. Follow me in this video as I explain some metrics around the Vanguard Total Stock Market index fund, its performance, and how passive inves...
Date Tables in Power BI
Просмотров 1313 месяца назад
A simple DAX created Date table is a useful tool for building more advanced dashboards and models. It will allow you to plot data from different time series tables together as one, and give you a single place to house time intelligence measures. Download the free template: pages.ptarmy.com/download 🎯Timestamps: [00:00] Intro and Benefits of a Date Table [01:09] When do You Need One? [02:40] One...
Time Series Financial Analysis in PowerBI | Stocks, Bitcoin, Commodity Data
Просмотров 3494 месяца назад
PowerBI is the simplest and most effective way to query financial data, and there is a ton of it you can work with (for free!). The AlphaVantage API queries seamlessly bring in your stock price, bitcoin price, commodities pricing and many more data points into the PowerBI ecosystem. From there, make any kind of visual you desire. This tutorial will get you started on the right path for any kind...
Instant Data Magic: PowerApps in Power BI using Dataverse
Просмотров 4,7 тыс.7 месяцев назад
Click a button, see results? If instant data writeback is what you want then this is your tutorial. The PowerApps integration with PowerBI solves this, and I show you how you can build it with Dataverse as your backend. We explore using directquery method of connecting to your data, and with PowerApps PowerBI Dataverse its a true power platform turducken! This is a great way to enhance your das...
PowerBI Data Writeback using PowerApps and Sharepoint
Просмотров 6 тыс.7 месяцев назад
One shortfall of a great visualization software like PowerBI is it doesn't easily take in new data or updates very easily. The PowerApps integration with PowerBI solves this, and I show you how you can build it with a simple Sharepoint List as your backend for data storage. This is a great way to enhance your dashboards so they can be a bit more interactive, or store data! How to build the net ...
Net Worth Tracker: PowerBI Dashboard and How to Build Yours
Просмотров 5218 месяцев назад
This is the actual net worth tracker I update every year. Follow along to build your own, as detailed or streamlined as needed for your own assets and liabilities. This will allow you to plan your financial independence based on changing variables such as annual savings, investment returns, and real estate returns. Download the template (free): pages.ptarmy.com/download 🚀🚀Leverage DAX and Power...
Introducing Calculation Groups: Efficiency in Power BI Reporting
Просмотров 6638 месяцев назад
Download the template (free): pages.ptarmy.com/download Calculation group authoring was release in the October 2023 PowerBI desktop update, and it's a bit hidden away in the software. My guide here will help you get started using this capability, and ultimately teach you how to be more efficient with the measures you use in your reports and dashboards. Calculation groups are a game changer for ...
How to Use What If Parameters in PowerBI
Просмотров 4599 месяцев назад
Download the template (free): pages.ptarmy.com/download In this video I show you exactly how to use PowerBI's What If Parameters to add variables into your dynamic 3 statement financial model. In this video we are adding additional functionality to our dashboards and models that give people the flexibility to model sensitivities, scenarios, and uncertainty! If you want to know how to build the ...
PowerBI 3 Statement Dynamic Model | Cashflow Statement
Просмотров 6439 месяцев назад
Download the template (free): pages.ptarmy.com/download Build a dynamic and linked 3 statement financial model in PowerBI. In this video we are mastering the balance sheet check the below links for the income statement and cash flow statement, this is a multi part series. Part 1 - Income Statement: ruclips.net/video/0nPcGrnZYV4/видео.html Part 2 - Balance Sheet: ruclips.net/video/dt9fz1jVhkM/ви...
PowerBI 3 Statement Dynamic Model | Balance Sheet
Просмотров 1,6 тыс.9 месяцев назад
Download the template (free): pages.ptarmy.com/download Build a dynamic and linked 3 statement financial model in PowerBI. In this video we are mastering the balance sheet check the below links for the income statement and cash flow statement, this is a multi part series. Part 1 - Income Statement: ruclips.net/video/0nPcGrnZYV4/видео.html Part 3 - Cash Flow Statement: ruclips.net/video/XDV4c_xk...
PowerBI 3 Statement Dynamic Model | Income Statement
Просмотров 4,4 тыс.9 месяцев назад
Download the template (free): pages.ptarmy.com/download Build a dynamic and linked 3 statement financial model in PowerBI. In this video we are mastering the income statement, check the below links for the balance sheet and cash flow statement, this is a multi part series. Part 2 - Balance Sheet: ruclips.net/video/dt9fz1jVhkM/видео.html Part 3 - Cash Flow Statement: ruclips.net/video/XDV4c_xk6B...
PowerBI Pro Forma Financials: Modelling Beyond Excel | Part 1
Просмотров 1 тыс.10 месяцев назад
Download the templates (free): pages.ptarmy.com/download Excel has always been the standard for pro forma financials and modelling, but PowerBI will overtake it in the near future. Watch this tutorial to level up your modelling skills, and give your customers the flexibility enabled by a web based income statement with sensitivity sliders. This is part one, next up is the balance sheet and cash...
ChatGPT + PowerBI Synergy: Instant Analysis of Financials + Text 🔍💡
Просмотров 1,2 тыс.10 месяцев назад
Download the templates (free): pages.ptarmy.com/download In this tutorial I show you how can multiply your productivity when researching text and numbers data, particularly financials data for stocks and text data in research reports. We use both the ChatGPT interface to allow AI to do the leg work for us, summarizing complex data into easy to understand insights. We even introduce Advanced Dat...
PowerBI Moving Averages and Stock Technical Analysis Tutorial
Просмотров 1,1 тыс.11 месяцев назад
Download the free .pbix file here: pages.ptarmy.com/download In this tutorial I show you how to build common charts used when evaluating a stock with technical analysis, diving into the details of the DAX formulas and best ways to visualize them. We cover Simple Moving Averages (SMA), Bollinger Bands, Relative Strength Index (RSI) and MACD. Whether you're a total beginner or an experienced anal...
Quickly Access Financial Filings in PowerBI
Просмотров 37011 месяцев назад
Quickly Access Financial Filings in PowerBI
How to Use Custom Functions in PowerQuery
Просмотров 14811 месяцев назад
How to Use Custom Functions in PowerQuery
PowerBI Tutorial: Investment Screener and ETF Research
Просмотров 1,1 тыс.Год назад
PowerBI Tutorial: Investment Screener and ETF Research
Fast Sensitivity Analysis using PowerBI Small Multiples
Просмотров 170Год назад
Fast Sensitivity Analysis using PowerBI Small Multiples
PowerBI Monte Carlo Portfolio Modeling Tutorial
Просмотров 803Год назад
PowerBI Monte Carlo Portfolio Modeling Tutorial
Integrate PowerBI with PowerPoint: Top Tips and Tricks
Просмотров 228Год назад
Integrate PowerBI with PowerPoint: Top Tips and Tricks
Creating Live News Feeds in Power BI | Stock Research Dashboard
Просмотров 3 тыс.Год назад
Creating Live News Feeds in Power BI | Stock Research Dashboard
Stock Research Dashboard in PowerBI: 20 Minute Tutorial
Просмотров 4 тыс.Год назад
Stock Research Dashboard in PowerBI: 20 Minute Tutorial
Stock Market Data for Dashboards in Power BI
Просмотров 11 тыс.Год назад
Stock Market Data for Dashboards in Power BI
How to Get Started with Power Query for Excel and PowerBI
Просмотров 113Год назад
How to Get Started with Power Query for Excel and PowerBI
Power BI - How to Make a Simple Income Statement - Part 2
Просмотров 1,8 тыс.Год назад
Power BI - How to Make a Simple Income Statement - Part 2
Power BI - How to Make a Simple Income Statement Part 1
Просмотров 7 тыс.Год назад
Power BI - How to Make a Simple Income Statement Part 1
Build Simple Monte Carlo Portfolio Analysis using Power BI
Просмотров 2,4 тыс.Год назад
Build Simple Monte Carlo Portfolio Analysis using Power BI
Quick Guide to Creating Sankey Charts in Microsoft Power BI!
Просмотров 2,7 тыс.Год назад
Quick Guide to Creating Sankey Charts in Microsoft Power BI!
Great way to have data updated via PowerApp. Does the PBI report auto refresh on a browser for other users (not the one entering the changed data in the PowerApp)?
How many refreshed are allowed at day using this method?
It boggles me that there isn't a standard "visualisation" that works as comment capture. It should be as easy as dragging a source and target field onto a "comment visual" and you're done. (Assuming you've got a writable database and permissions set at the back end)
It seems the site is not up anymore. Can someone please share the template?
again i couldent sort and the job not done, is there any thing related to the PBI app update?!
Great video!!! Thank you! Ok I now have 2 tables/jouirnals. actuals and budget - mapping hierarchy is the same. how to build a comparison?
thanks so much man... because of you i'm going be the guy of my office today
Great tutorial and definetely useful. As I'm trying to follow step by step, your final chart using the master formula for the Forecast of Asset/Liabilities Value is impacted by the Contributions parameter (23:40), but the step to include the contribution value isn't part of the formula. Did I over look something? Edit: I just added the two formulas together and used that as the Y Axis value. Hopefully that covers it
Realy impressive and so helpful, I have followed the steps but I am stucked in the sort step, the message keeps appear "We can't sort the 'Level 2' column by 'Sort Order'. There can't be more than one value in 'Sort Order' for the same value in 'Level 2'. Please choose a different column for sorting or update the data in 'Sort Order'." Is this because the embty cell in level 2? but in your vedio it works, i am realy stuck in this step, please help.
Is there a way to sort the second order (Level 2) in a way apart from the normal alphabetical order?
Yes I would create another virtual table with two columns, one your level 2 unique values and the second the sort order in integer, relate the table in, create a calc column using RELATED() and then in model view do the sort by
I applied same code-when entering new entry it is working but when I am updating - that is also created a new entry in the list .
When making the MACD, you seem to be using SMAs. In other sources I see them using EMAs. Can you provide some context on your choice here?
Honestly I think I gave it a try and decided for practical purposes of doing the MACD , I could use the SMA with more simple Dax
Merci !
Hey, thanks for that, it's helping, what about if want to add a columm to calculate % of evolution ?
Yes totally possible to add that in !
@@Ptarmy_ how would you do that with a filter context ? I'm very curious, second issue is column and line are switched, it will add a new row ?
Sorry MrHugiz it’s difficult for me to visualize especially the second issue without seeing your work. Soon I will roll out an email link for quick troubleshooting help that can assist with stuff like this! Thank you for your interest!
This is awesome! Although i definitely need a simpler version. What if we just have dividend ETF's?
27:20- I'm stuck here. I'm not getting this graph. I get error message, "Calculation error in 'Measure_Table'[Primary Mortgage Principal Payments]: An argument of function 'PPMT' has the wrong data type or the result is too large or too small." EDIT: only took eight hours of fiddling, but I fixed it.
What a fun project- thanks! It looks like I'm going to have to work till beyond the grave. Does this take pensions into account? I'm in Canada and I'll be getting a few pensions from previous employers.
Ha! I know right. I did not explicitly add in pension assets but it can be done fairly simply I think
I really appreciate the comparison between the two Sankey diagram tools in Power BI. Thanks!
this is so helpful, I modified this to fit my needs. I work as a data analyst at a small financial consulting company and I made a flexible template of this- just kept doing the chart of accounts logic for each new company. Ended up automating our financial reporting for 10+ clients, saving us thousands a month as well as freeing up accountants to do other stuff
Right on!
Can I Apply?
If you just paste your api key there is it secure from the readers of a published report?
Yeah from powerbi service I don’t see how a reader can get into the power query side and see your APIkey
Awesome, great video! Thanks for sharing!
Could you make a similar video where the model allows you to drill down to the month level instead of year?
Could you make a similar video where you go into a more complex model that allows you to drill down in your income statement to the month level?
i got this error 'refresh' is an unknown or unsport function in 'PowerBIIntergraion". I created new PowerApp from Power BI. Do you know why? without this function, the report isn't refresh after submision on power app :(
Would you please share the DAX used to calculate the running CAPEX?
Yes can download the exact .pbix with all the Dax in it at the link in the video description
Thanks a Lot for The Resource !
where did the thousand portfolios come from or did I miss that ? brilliant content BTW
Thanks Mike. Been like 8 months since I did this but the 1000 or whatever simulations is done with the creation of that virtual table using GENERATESERIES dax function. I found that if you go above like 500 it does slow the model down a bit cranking thru all those running totals and cumulative portfolio calcs
Great video and great presenting style thankyou
Glad you enjoyed it!
would be interesting to do SP500 / Nasdaq 100 / and even 2X index trackers :)
wonderful investment advice { OK its not'advice'} in a powerbi channel. Amazing !!
I created a table in powerapps the same as you but i dont see my table as an available data source. This is for a business. I see my environment. There is only one tenant for the business. I dont see any of the custom tables. Why wouldnt i be able to see the tables that i create in the dataverse?
I’d have to see your data verse tenant to know for sure Neil. Good luck!
I have some more questions, about how to visualize and don't overload the .ipbix: 1/Timeline values for several tickers, or even extend it further for tickers in one line chart? 2/Visualize the tickers values on the timeline plus sma_12, des_12, tes_12 and so on. 3/ Have be sma_12, des_12, tes_12 calculated in clouds?
Good video, have a question I generated key, inserted it in basic configuration without a password. --> done, why my access can be forbidden?
Not very useful because for my use case I am still not clear how to prepare data, data preparation should have been a component to this video
No worries Vinay, this is why we have the 100% money back guarantee!
That was so good! I am starting to get to know Power BI (coming from advanced excel) and this video was perfect! Really clear and lots of content :)
These videos are really awesome, thank you! If you have multiple assets, say a chairlift in 2024 and also again 2026, does that change the formulas?
Any workaround on the Sort by column? It doesn't allow me to sort despite only having unique Sort Order number per each Level 1 for instance. Please help. Thanks!
Sort by is notoriously finicky, only other thing to check is ensure no blank values in that column you are trying to sort
Hey, could you maybe explain who you created the date column for the Time Series in more detail?
Literally just uploaded a date table short video
Can anyonr explain me about the tofay variable at 12:03 in tje dax for me its showing error?
Hey @Ptarmy, Thanks for this video. Wonder how do you pass an entire dataset and a question
How does this work with 3 levels? e.g. parent, child and childchild hierarchy
Same exact concept, still a two column table with parent and child, you just add more rows where the parent is a level 2 and the child is now a level 3. All those path functions will read it in properly
Thanks so much for your help. One issue I came across is that the 10 most recent articles would be just about the same story from 10 different news websites. Any advice?
Can we give an option to the end users, asking questions to chat GPT as an end user after we publish Power BI Report to the services, this will be very useful. ( Just like Q & A , Chat GPT Interface should be created )
A formatting tips & tricks video would be cool as well. I really like how you did the mouse-over tooltip in your ChatGPT video and would love to see how you did it!
Thanks for the idea!
Awesome! I can't tell you how helpful your videos have been for me! I really like how you walked through the code in this video. An idea/topic I'd like to see you do a video on would be to use the AlphaVantage "Market News & Sentiment" functions and maybe combine that with some ChatGPT analysis to see if AI can derive insights from the news that connects to the financials (10-K, 10-Q).
Hi, how can you create a SD parameter?
hello a very nice and detailed video sir, Though I am facing a challenge while coding the m code in advance editor I am getting the following error message: "This API function (TIME_SERIES_DAILY_ADJUSTEDSUMBOL=AAPLOUTPUTSIZE=FULL) does not exist." Can you help me with it?
Hi, is the source file still available somewhere, I didn’t find it at the link in the description. Thanks!
I will double check but it should be!
19:26 I am getting a error message saying, 'Cannot convert value "None" of type text to type number.'
looks like the formula 'PowerBIIntegration.Refresh()' is no longer valid...was it replaced with something else?