Data setup for comparing summary financials from multiple companies

[Melissa]

Hi @Sdowney,

Glad to read that was helpful for you.

A good startingpoint are the Ultimate Beginners Guides and Data Transformations & Modelling you can access through the portal. Also check out the other videos in the series Greg did on YouTube.

Data Transformations & Modeling

A very practical book by Gil Raviv: Collect , Combine , and Transform Data Using Power Query in Excel and Power BI.

Microsoft Power Query: Collect combine and transform data using Power Query in Excel - BRK3018

Power BI Dev Camp March Intro to M Programming

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More geared towards Data Modelling and Relationships.

Tabular Data Modeling Solutions for Challenging Problems - Paul Turley

Microsoft Power BI: The Do’s and Don’ts of Power BI Relationships - BRK3019

and book recommmendations, check out this list by Nick

Power BI Book Recommendations

Here’s my take on all the various books out there, most of which I decided I needed at the time, but that has since changed. I think where you are on your journey is important to be aware of. If you are just starting out jumping in the Definitive Guide to DAX can be overwhelming, least in my view. Just starting out: Power Pivot and Power BI: The Excel User’s Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016 by Rob Collie. He does a great job of introducing you to the worl…

I hope this is helpful.