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    Introduction To Power BI

    Uploaded by

    Joy Malik
    Here are the steps to complete the exercises: 1. Get Data > Excel > Select "Orders" Excel file > Load 2. Click "Data" view to see imported data. Click "Model" view to see relationships between tables. 3. In "Fields" pane: - Numeric fields have σ icon (OrderQuantity, UnitPrice etc.) - Date fields have calendar icon (OrderDate) - Text fields don't have icon (CustomerID, ProductName etc.) Let me know if you need any clarification or have additional questions!

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Introduction To Power BI

    Uploaded by

    Joy Malik
    50 views26 pages
    Here are the steps to complete the exercises: 1. Get Data > Excel > Select "Orders" Excel file > Load 2. Click "Data" view to see imported data. Click "Model" view to see relationships between tables. 3. In "Fields" pane: - Numeric fields have σ icon (OrderQuantity, UnitPrice etc.) - Date fields have calendar icon (OrderDate) - Text fields don't have icon (CustomerID, ProductName etc.) Let me know if you need any clarification or have additional questions!

    Original Title

    Introduction to Power BI

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    Here are the steps to complete the exercises: 1. Get Data > Excel > Select "Orders" Excel file > Load 2. Click "Data" view to see imported data. Click "Model" view to see relationships between tables. 3. In "Fields" pane: - Numeric fields have σ icon (OrderQuantity, UnitPrice etc.) - Date fields have calendar icon (OrderDate) - Text fields don't have icon (CustomerID, ProductName etc.) Let me know if you need any clarification or have additional questions!

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    50 views26 pages

    Introduction To Power BI

    Uploaded by

    Joy Malik
    Here are the steps to complete the exercises: 1. Get Data > Excel > Select "Orders" Excel file > Load 2. Click "Data" view to see imported data. Click "Model" view to see relationships between tables. 3. In "Fields" pane: - Numeric fields have σ icon (OrderQuantity, UnitPrice etc.) - Date fields have calendar icon (OrderDate) - Text fields don't have icon (CustomerID, ProductName etc.) Let me know if you need any clarification or have additional questions!

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 26

    Introduction to Power BI

    Power BI

    • Business analysis and intelligence service by Microsoft

    • Can be used to make sharable reports, dashboards, and apps

    • User-friendly tool with drag-and-drop features (No programming/coding


    required)
    Power BI Platforms

    • Power BI Desktop (Desktop application)

    • Power BI Service (Cloud-based Service)

    • Power BI Mobile (For iOS and Android devices)


    Power BI Architecture
    Data is imported from different sources
    Imported data is converted into a standard format Data
    Converted data is stored in a common storage area Integration
    called ‘staging area’

    Data cleaning/pre-processing
    Data is transformed as per the business needs Data
    Extract Transform Load (ETL) process Processing

    Transformed data is used to create


    visualizations/dashboards/reports
    Data
    Reports can be published on the web or mobile apps
    Presentation
    Reports can be shared with other business users
    Power BI Pricing

    Power BI Power BI Power BI


    Desktop Pro Premium
    Subscription price
    of $9.99 per user Available at a
    Free of cost per month price of $4,995
    per month
    60 days free trial

    Includes tools for data Individual license Group license for a


    visualization, data workplace
    Includes tools for data
    preparation, data One dedicated storage
    collaboration
    modeling, data cleansing
    Freedom to publish resource
    and publishing reports to
    Power BI Service reports anywhere Cloud computing facility
    Pros and Cons of Power BI
    Pros of Power BI

    • Affordability
    • Power BI desktop is free; can be used on your local computer
    • Power BI Pro/Premium can be used at an affordable price to publish and share reports with
    other users
    • Custom visualizations
    • General set of visualizations
    • Visualizations for specific purposes (KPIs, Maps, R Script visuals)
    • Excel integration
    • Import from / Export to Excel
    • Power BI dashboards can be sent to Excel
    • Data connectivity
    • Data connectivity to different types of data files (such as XML, JSON), Excel, SQL Server
    databases, Azure sources, cloud-based sources, online services such as Google Analytics,
    Facebook, etc.
    • Can also access Big Data sources directly
    Pros of Power BI

    • Prompt updates
    • User community
    • Power BI is updated on the basis of users’ suggestions
    • Users get notified every time a new update comes

    • Power BI Embedded
    • Using this feature, an app developer can embed/ include Power BI reports
    and features into web-based apps
    • Power BI visuals/reports can be embedded into emails or websites to
    increase its reach to users
    Cons of Power BI

    • Table relationships
    • Power BI is good with handling simple relationships between tables in a data model
    • Can’t handle complex relationships (more than one links) between tables
    • Crowded user interface
    • Too many icons of options that block the view of dashboard or report
    • Rigid formulas
    • Power BI uses DAX as the expression language to deal with data
    • Some users may find it difficult to use DAX (especially when nesting statements are
    required)
    • Handling large data volumes
    • Can handle upto 2 GBs of data at a time
    • Paid version of Power BI is required to handle data of greater volumes
    Installing Power BI Desktop
    Supported Operating Systems

    • Windows 7 onwards

    • Doesn’t work with Mac


    Installation steps

    • Step1: Download setup file from this URL :


    https://powerbi.microsoft.com/en-us/desktop/
    • Step 2: Open the setup file and click on “Next”.
    • Step 3: Accept the license agreement
    • Step 4: Choose the destination folder
    • Step 5: Click “Install” and check the checkbox if you want to
    create a desktop shortcut
    • Step 6: Click “Finish” and check the checkbox to launch
    Power BI
    Power BI Desktop
    Flash Screen

    • The first time Power BI Desktop


    starts, it displays the Flash
    Screen or Welcome screen.
    • Flash (Welcome) screen can be
    used to
    • Get data, See Recent sources, Open
    recent reports
    • Login to Power BI Service
    • Select other links (blogs, forums,
    tutorials etc.)
    • Select the close icon to close the
    Welcome screen.
    Power BI Views

    • There are three Power BI Desktop views:

    • Report

    • Data

    • Model

    • The icons for these views are placed along the

    left side of Power BI Desktop


    Report View

    • Report view is the default


    view
    • Filters, Visualizations and
    Fields can be seen in the
    Report view
    Import Data

    • To see the many types of data sources


    available, select Get Data > More in the
    Power BI Desktop Home tab,

    • In the GetData window, scroll through


    the list of All data sources.
    Import Data from Excel File

    • It is always suggested to
    choose Excel Table instead of
    worksheet, while importing
    data from an Excel file into
    Power BI
    • The Transform Data option can
    be used to clean/pre-process
    the data (if required)
    • The Load option loads the data
    into Power BI
    Field Types

    • After importing data into Power BI, the


    variables (fields) in the datafile can be seen in
    the Fields section
    • Different types of fields can be identified by
    the different icons associated with them
    • The numeric fields have σ icon
    • The date fields have calendar icon
    • The text fields don’t have any icon
    Creating a Visualization

    • Visualizations are created in the report area

    • To create a visualization
    • Select the desired fields (variables) from the
    Field list

    • Select the desired type of visualization from the


    Visualizations section
    Exercise
    Exercises

    1. Import Orders file into Power BI


    2. Explore the Data view and Data Model view
    3. Identify all the numeric fields, text fields, and date fields

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