What is Power BI, Power Query and Power Pivot?

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In this blog post, let’s go the very basics of it all.

What is Power BI? what is power query and power pivot?

What is Power BI?

Power BI is a software to create and publish interactive, web-enabled reports & visualizations for your audience. You can use Power BI on a PC or web to create things. Once you publish a report (or few visuals), your audience can consume them by using any device – PCs, Macs, Web browsers, Apps on cell phone / tablets etc. 

Here is a more detailed tutorial on Power BI.

Demo of a Power BI report & interactive experience:

Demo of a Power BI interactive visual

How is Power BI different from Excel?

So what, even Excel can create interactive reports. But there are several crucial differences between Power BI and Excel.

  • Power BI allows rich, immersive and interactive experiences out-of-box. You can click on a bar in bar chart & other visuals respond to the event and highlight or filter relevant data. You can show graphs & visuals that are very tricky (or impossible) to reproduce in Excel like maps, pictures and custom visuals.
  • Power BI works with large data sets There is no artificial limit of 1mn rows in Power BI. You can hookup to a business data set and analyze any volume of data. The limit depends on what your computer (or Power BI server) can process.
  • Share and read reports easily You can create reports in Power BI and share them in formats that are universal (ie browser pages or apps). This means, your boss need not have Excel or Power BI installed to enjoy the beautiful reports you create.
  • Power BI is for story telling while Excel is for almost anything. We can use Excel to simulate pendulum motion, calculate Venus orbit, model a start-up business plan or many other things. Power BI is mainly for data analysis & story telling. If you try to replicate a large, intricate financial model or optimization problem with Power BI, you will either fail or suffer miserably. On the other-hand, if you use Power BI for making reports, running cool analysis algorithms (clustering, outlier detection, geo-spatial patterns etc.) you will wow your colleagues and bosses.

How to get Power BI?

Power BI is free for individual use. Just head over to PowerBI.com and download the free desktop application (or get Power BI app from Windows store)

If you want to share your reports and work as a team, then you need a paid Power BI plan. PowerBI.com has useful information about this.

Note: Power BI is updated frequently. If you install it as an app, then Windows will automatically update Power BI when there is a new version. If you use Power BI desktop thru normal install, then you need to update it once in a while to use new features.

What is Power Query?

Power Query is a data processing & mashup software. We can use Power Query to

  • Connect to several types of data sources (databases, files, web pages, social media, APIs, cloud storage etc.)
  • Bring and combine data (append, merge, join etc.) from various places
  • Derive new columns of data
  • Format, remove or reduce data
  • Reshape data (transposing, grouping, pivoting, un-pivoting and other creative ways)
  • Write formulas to do advanced manipulation of data
  • Publish refreshable datasets

Here is a detailed tutorial on Power Query.

The output of Power Query can go to either Excel or Power BI. That is why Power Query is available in both of these software.

Think of Power Query as a strange (but super-helpful) combination of SQL, VBA, Excel formulas and pixie dust. It gives us (people working with data) freedom to focus on real problems than worrying about issues like:

  • where is my data?
  • Is the data clean?
  • What about missing values
  • What if everything I need is not in one place
  • <insert your data pain here>

Demo of what Power Query can do:

Example of what Power Query can do - Oddly shaped data to a table

How to get Power Query?

In Power BI:

Power Query is an part of Power BI. So there is no need to get Power Query. It is always there. Just click on “Get Data” button and you enter the Power Query world.

In Excel:

  • Excel 2016 / Office 365: has Power Query by default. No need to get anything. Just go to Data ribbon and use the “Get & Transform data” options to set up Power Query connections.
  • Excel 2013 & 2010: You can install free Power Query add-in. Just download it from Microsoft Power Query website and you are good to go. You may need to enable Power Query from COM add-ins in developer ribbon.

What is Power Pivot?

Power Pivot is a calculation engine for pivot tables. You can use Power Pivot to model complex data, set up relationships between tables, calculate things to be show in value field area of Pivot tables / pivot charts or visuals.

Think of Power Pivot as a calculation layer between your data and outputs. You can tell Power Pivot how you want your calculations done thru a language called as DAX and Power Pivot can give the answers. It is an extremely fast & scalable software.

We can use Power Pivot in either Excel or Power BI.

Example of Excel Power Pivot table...

How to get Power Pivot?

In Power BI: 

Power Pivot is an part of Power BI. So there is no need to get Power Pivot. It is always there. You can use various features of Power Pivot from Modeling ribbon and from data & relationship views.

In Excel:

The present Power Pivot availability and licensing model is more complex than DAX. Let me try to highlight the key points. A good place to check is where is Power Pivot page by Microsoft.

There are two kinds of Power Pivot for Excel.

  • Power Pivot engine: this is necessary for calculating values in pivot tables. It is available in Excel 2013, 2016, Office 365 and future versions of Excel.
  • Power Pivot creator: this is necessary for adding new kinds of measures, managing data model etc. This is currently available only in certain types of Excel (professional, professional plus versions). From Excel 2019, this will be available in all kinds of Excel.
  • Excel 2016 /  2013 / Office 365 Pro versions: Power Pivot is available in professional & pro plus versions. No need to download anything. Just enable Power Pivot COM Add-in and you are good to go.
  • Excel 2013 & 2010: You can download free Power Pivot add-in from Microsoft and install it to use Power Pivot.

How Power BI, Power Query and Power Pivot are related…

Here is a simple diagram explaining how these 3 powerful software are related.

How power bi, power query and power pivot are related?

Getting started with Power BI, Power Query and Power Pivot…

If this is the first time you have heard of any of these tools, I suggest checking out below tutorials.

Additional resources to learn about these tools:

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19 Responses to “How to Distribute Players Between Teams – Evenly”

  1. Roshan Thayyil says:

    An excellent solution, especially for large data sets.

    Another solution without using solver would be to assign the player with the highest score to Team 1, the 2nd to team 2, 3rd to team 3, 4th to team 3, 5th to team 2, 6th to team 1, 7th to team 1 and it continues. This method would end up with a Std Dev of 0.001247219. This works best with a distribution with lower Std Dev for the dataset.

    Full Disclosure: this is not my idea, remember reading something a few years ago. Think it may have been Ozgrid

    • Roshan Thayyil says:

      thinking back I now remember why I read about it. About 10 years back I had to distribute around 300 team members into 25-30 odd teams. Used this method based on their performance scores. I used the method I described to do this and the distribution was pretty fair.

      Solver would have saved me a ton of time though 🙂

  2. I think the issue with you first Solver approach was that you took the absolute value of the sum of team deviations (which should always be zero except for rounding) instead of the sum of the absolute values (which is a reasonable measure of how unbalanced the teams are).

  3. Here's another simple algorithm you could use: you start from the top (with players sorted from high to low), and at each step allocate the next player to whichever team has the smallest total so far. You can implement it dynamically with some formulas so it will update automatically when the data changes.

    If the scores were more widely distributed (so that this might end up with not all teams the same size), you could add a constraint to only pick among the teams which currently have fewest players at each step, or just stop adding to any team when it hits its quota.

    When I tried it on the sample, I got the three teams below, with a STDEV of 0.000942809 (i.e. about half of what Solver got to).

    Team 1: John, Hugo, Tom, Josh, Eric, Zane, Charles, Andrew
    Team 2: Barry, Michael, Kenny, Joe, Xavier, Patrick, Oliver, William
    Team 3: Henry, Steven, Ben, Frank, Kyle, Edward, Cameron, Lachlan

    Thanks for sharing!

    • Ishaan says:

      Hi,
      I was looking at all the solutions and this is closest to what I intended to do. I am dividing a bunch of players into 3 soccer teams. Players availability is also a factor while deciding the teams.
      So the steps the excel needs to do is as follows:
      1) In availability column if "yes" go to next
      2) Equally divide 'Goalkeepers', 'Strikers', 'Defenders' basis their quality
      So the end result gives each 3 teams a balance of players playing at different positions.
      Can this be done on Google spreadsheet with only availability as an input from the user and rest calculates by itself.
      Sorry for asking such a pointed question, but I have been struggling to find a solution for it for sometime now!

      • Robin says:

        Hi Ishaan,

        I am working on a similar problem at the moment, so I am wondering if you ever found a solution and if you are willing to share what you did.

  4. Konrad says:

    Hi everyone, this is a variation of the famous Knapsack Problem https://en.wikipedia.org/wiki/Knapsack_problem.

    I had to use a VBA implementation recently as part of a problem, where we ar trying to allocate teams of an organization into different locations (we are a large company with many different team). The goal was to optimally allocate teams to individual buildings without putting too many teams into one building and not splitting teams apart.
    As we had around 400 teams of different sizes, solver couldn't handle it anymore. Luckily there is a Knapsack algorithm implementation in VBA readily available on the internet :).

    I also went with a heuristic approach first!

  5. Joe Egan says:

    An interesting mathematical solution but what if Eric and Xavier can't stand each other or Patrick is best friends with Steven - the real life problems that effect "even" teams.

    • Hui... says:

      @Joe

      You can add more criteria like
      If Eric and Xavier can't stand each other
      =OR(AND(E15=1,E16=1),AND(F15=1,F16=1),AND(G15=1,G16=1))
      It must be False

      If Patrick is best friends with Steven
      =OR(AND(E5=1,E17=1),AND(F5=1,F17=1),AND(G5=1,G17=1))
      It must be True

      Note that the 2 formulas above are exactly the same
      except for the ranges
      One must be True = Friends
      One must be False = Not Friends

  6. Gustavo Sousa says:

    Nice post Hui!

    I download your workbook and just try to change in options the Precision Restriction from 10E-6 to 10-8 and the Convergence from 10E-4 to 10E-10. The process take almost the same time, but the results was great.

    The standard deviation I got was 0,000471.

    Team 1: John, Tom, Kenny, Frank, Eric, Xavier, Edward, Zane
    Team 2: Steven, Hugo, Ben, Joe, Josh, Oliver, Cameron, William
    Team 3: Barry, Henry, Michael, Kyle, Patrick, Charles, Andrew, Lachlan

  7. Charlie says:

    Great application of Solver! Thanks for the link!

  8. Chuck says:

    Great explanation. Well done... However, I tried with 6 teams of 4 players and solver never did finish.

  9. Akbar says:

    How about vba code for the same data set.
    I have 3 column A B C wherein A has text and B has number Wherein C is blank. And in C1 been the header C2 where I want the name to come evenly distributed the number which is in Column B.
    My Lastcolumn is 1000.

  10. HRMFT says:

    Sorry if I'm being slow here, but how is 'Team Score' calculated? I've gone through the explanation several times but it seems to just appear.

    • Hui... says:

      @Hrmft

      This process uses the Solver Excel addin

      Solver is effectively taking the model and trying different solutions until it gets a solution that meets all the criteria
      Then solver puts the solution into the cell and moves to the next cell

      So yes it appears to "just appear"

  11. Caroline says:

    Hi ! Thank you so much ! Works great 🙂

  12. Jim Cruse says:

    I cannot get the fourth Equation to work in my excel spreadsheet
    You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Thank you.
    Jim

  13. Jim Cruse says:

    I cannot get the fourth Equation of TURE or FALSE statements to work in my excel spreadsheet You have =($E$2:$G$25=0)+($E$2:$G$25=1)=1 as a SUMIF solution, I have, =($F$2:$H$13=0)+($F$2:$H$13=1)=1 as my solution but it does not work. The only thing I changed is the ranges. Any suggestions?
    Sorry I left some of it out in the previous question,
    Thank you. Jim

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