Power BI - Data Modeling

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Power BI Data Modeling

Introduction:
Power BI is reporting tool which allows to connect multiple tables from various
sources and relationship created to model the data as per needs.
Various custom calculations can be created to explore the various segments of
the data, and these measures are used in visualization for modeling.
Managing Data Relationship
Power BI allows to set the relationship between tables or elements. For
diagrammatic view of data, have a look into Relationship View

It’s easy to view the tables and its columns and lines between them to see the
relationship.
To remove a relationship, right click on it and click on delete

Hiding a table or column


Detailed view of data relationship, select manage relationship under home
tab.

Relationship in a many to many cardinalities allows to join tables

Calculated Columns
Calculated columns in Power BI can be created by adding two or more
elements of existing data. It also allows to apply calculation on existing column
for new metric or add two columns to create one new column
It is also possible to create calculated column to establish relationship between
tables and also used to setup relationship between two tables

Below is created a column using DAX (Data Analysis Expression) formula


Prod_C = RIGHT(poptable[Prod_ID],3)
Below image shows many formula which can be used for creating calculated
columns
Creating Calculated Tables

To create calculated table for data modeling in Power BI, click on new table
under Modeling tab

DAX is used create a new table and below is created a new table which could
be find in fields pane of model.

Table_Cust = DISTINCT(poptable[Prod_ID])
In above example of creating a new table using DAX, it returns one column
table with unique values in a column in another table.

Diagrammatic view shows new created table Table_Cust and same could be
observed in fields section too

When new column and table created as per requirements, it can be used in
report tab in Power BI

To see the report, click on Report tab and have a look into calculated columns
and calculated table in report view.

Exploring Time Based Data


Using Power BI to explore and analyse time-based data is quite easy and drill
through visualization to get the interactive reports.`
Below is time based data which we is imported to power BI

After importing the data, it takes next level by default


Waterfall chart

Funnel Chart
Power BI – Dashboard Options
Power BI has a lot of options to explore datasets, you can simply explore the
dashboard or BI Report by navigating datasets section. When you click on get
insights, by default all the reports and charts will be prepared, and you can
arrange it as per needs.
When you click on view insights option then it will show you chart
representations of your data, While publishing a report to power BI services,
you can find Get Quick Insights
Dashboard

Power BI allows you to create dashboard by just pinning the visualization from
reports which are published using Power BI Desktop.

In Power BI, there is option to pin and focus mode visual and could be found at
top of the chart.
Focus Mode Pin

When you click on pin then a pop window appears which allows you to select
respective dashboard to select where you want to pin the visuals.
After selecting dashboard and click on Pin, it would be pinned to particular
dashboard and can be viewed at my workspace dashboard section

Sharing
After publishing BI report to Power BI Service, it can be shared among other
users in your organization.

After clicking on share button a pop window appears which allows you share
the dashboard other users in your organization.

Sharing feature is available with Power BI pro which is also available 60 days
free trial version
Tiles
There is more option in dashboard, in that focus mode and many other options
are available.

Focus Mode is used for better viewing purpose when you have multiple data
values in visualizations.

After click on Focus mode


There is option to add tiles and which allows to change tiles’s name, subtitle,
creating custom link for dashboard, etc

Data Gateway

Data gateway allows you to keep your data fresh by connecting on-premises
data sources without necessarily moving the data.

It can be downloaded by click on top right corner of the power BI screen.


After downloading and installation, there is two options
1.) On-premises data gateway
2.) Personal gateway (power BI only)
After login to data gateway service, it allows you to enable automatic updates
by navigating to schedule, refresh, and frequency of the schedule.

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