microsoft power bi tutorial: facebook analytics using power bi...

22
Microsoft Power BI Tutorial: Facebook analytics using Power BI Desktop ← Power BI Desktop In this tutorial you learn how to import and visualize data from Facebook. During the tutorial you'll learn how to connect to a specific Facebook page (the Power BI page), apply data transformation steps, and create some visualizations. Here are the steps you'll take: Task 1: Connect to a Facebook Page Task 2: Create visualizations using the Report view Step 1: Create a Treemap visualization Task 3: Shape data in the Query view Step 1: Split the date-time column into two Step 2: Add an aggregate value from a related table Task 4: Create additional visualizations using the Report view Step 1: Load the query to your report Step 2: Create a Line chart and a Bar chart Task 1: Connect to a Facebook page In this task you import data from the Microsoft Power BI Facebook site (here's the URL: https://www.facebook.com/microsoftbi ). Anyone can connect to that page, and follow these steps - no special credentials (other than your own Facebook account, which you use in this step) are required.

Upload: hoangnhu

Post on 13-Apr-2018

340 views

Category:

Documents


17 download

TRANSCRIPT

Page 1: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Microsoft Power BI Tutorial: Facebook analytics using Power BI Desktop ← Power BI Desktop In this tutorial you learn how to import and visualize data from Facebook. During the tutorial you'll learn how to connect to a specific Facebook page (the Power BI page), apply data transformation steps, and create some visualizations.

Here are the steps you'll take:

Task 1: Connect to a Facebook Page

Task 2: Create visualizations using the Report view

Step 1: Create a Treemap visualization

Task 3: Shape data in the Query view

Step 1: Split the date-time column into two

Step 2: Add an aggregate value from a related table

Task 4: Create additional visualizations using the Report view

Step 1: Load the query to your report

Step 2: Create a Line chart and a Bar chart

Task 1: Connect to a Facebook page In this task you import data from the Microsoft Power BI Facebook site (here's the URL: https://www.facebook.com/microsoftbi ).

Anyone can connect to that page, and follow these steps - no special credentials (other than your own Facebook account, which you use in this step) are required.

Page 2: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

1. In the Getting Started dialog or in the Home ribbon tab, select Get Data. 2. The Get Data dialog appears, letting you select from all sorts of data sources. Select

Facebook from the Other group.

Page 3: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

When you select Connect, a dialog appears to alert you to the risks of using a third-party service.

3. When you select Continue, the Facebook dialog box appears where you can paste the page name (microsoftbi) into the Username text box. Select Posts from the Connection drop down.

4. Click OK. 5. When prompted for credentials, sign in using your Facebook account and allow Power BI

access through your account.

Page 4: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

After establishing a connection to the page, you will see the data being loaded in the model.

From there, Query Editor displays the data. Query Editor is part of Power BI Desktop, but loads in a separate window, and is where you perform all your transformations on your data connections.

Page 5: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

When your data is how you want it, you can load it into Power BI Desktop. Select Load & Close from the Home ribbon.

You'll see a dialog that displays the progress of loading the data into the Power BI Desktop data model.

Once loaded, you’ll be taken to the Report view where the columns from the table are listed in the Field list on the right.

Page 6: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Task 2: Create visualizations using the Report view Now that you have landed the data from the page, you can quickly and easily gain insights about your data, using visualizations.

Step 1: Create a Treemap visualization

Creating a visualization is easy, we just drag a field from the Field list and drop it on the Report canvas.

Drag the type field onto the Report canvas. Power BI Desktop creates a new visualization in the Report canvas. Next, drag type from Fields (the same field you just dragged onto the Report canvas) onto the Value area to create a Bar visualization.

Page 7: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

We can easily change the type of visualization by selecting a different icon from the Visualization pane. Let's change the type to a Treemap by selecting its icon from Visualizations, as shown in the following image.

Page 8: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Next, let's add a legend, then change the color of a data point. Select the Format icon in the Visualizations pane; the Format icon looks like a paintbrush.

When you select the down arrow next to Legend, the section expands to show how to customize the legend for the selected visualization. In this case, we made the following selections:

• moved the Legend slider to On so a legend would appear • selected Right from the Legend Position drop-down • moved the Title slider to On as well, so a title for the legend will appear • typed in type for the title of the legend

Page 9: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

In the following image, those settings are already made and reflected in the visualization.

Page 10: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Next, let's change the color of one of the data points. The link data point should be blue, so it's closer to the common color for hyperlinks. Select the arrow next to Data Colors to expand that section. The data points are shown, with selection arrows beside each color that allows us to select a different color for each data point.

When you click on the color box down arrow beside any data point, a color selection dialog appears, letting you choose your color. In this case, we'll choose light blue.

Page 11: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

That's better. In the following image, you can see how the color is applied to the data point in the visualization, and that the legend is also automatically updated, as is its color in the Data Colors section.

Page 12: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Task 3: Shape data in the table Now that you have imported the table selected and you start to visualize it, you may notice you need to perform various data shaping and cleansing steps in order to get the most out of your data.

Step 1: Split the date-time column into two

In this step, you will split the created_time column to get both the date and time values. Whenever you're in Power BI Desktop and you want to modify an existing query, you need to launch Query Editor. To do that, select Edit Queries from the Home tab.

Page 13: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

1. In the Query Editor grid, scroll to the right until you find the created_time column 2. Right-click a column header in the Query Preview grid, and click Split Column > By

Delimiter to split the columns. Chose Custom in the delimiter drop down and enter “T” Note that this operation is also available in the Home ribbon tab, in the Manage Columns group.

Page 14: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

3. Rename the created columns to created_date and created_time respectively. 4. Select the new column, created_time, and in the Query view ribbon, navigate to the Add

Column tab and select Time>Hour under the From Date & Time group. This will add a new column that is only the hour component of the time.

5. Change the type of the new Hour column to Whole Number, by navigating to the Home tab and selecting the Data Type drop down or by right-clicking the column and selecting Transform>Whole Number.

Page 15: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Step 2: Add an aggregate value from a related table

In this step, you add the count of shares from the nested value so that you can use it in the visualizations.

1. Continue scrolling to the right until you see the shares column. The nested value indicates that we need to do another transform in order to get the actual values.

2. In the top right of the column header, select the icon to open the Expand/Aggregate builder. Select count and hit OK. This will add the count of the shares for each row in our table.

Page 16: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

After the data loads, rename the column to shares by double clicking on the column name, right clicking the column or in the Query view ribbon, select Rename under the Transform tab and Any Column group.

4. Finally, change the type of the new shares column to Whole Number. With the column selected, the type can be changed by right-clicking the column and selecting Transform>Whole Number or by navigating to the Home tab and selecting the Data Type drop down or.

Query steps created

As you perform transformations in the Query view, query steps are created and listed in the Query Settings pane, in the APPLIED STEPS list. Each query step has a corresponding Query formula, also known as the "M" language.

Page 17: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Task Query step Formula Connect to a Facebook source

Source Facebook.Graph

("https://graph.facebook.com/microsoftbi/posts") Split Columns to get the values you need

Split Column by Delimiter

Table.SplitColumn

(Source,"created_time",Splitter.SplitTextByDelimiter("T"),{"created_time.1", "created_time.2"})

Change Type of the new columns (automatic step)

Changed Type Table.TransformColumnTypes

(#"Split Column by Delimiter",{{"created_time.1", type date}, {"created_time.2", type time}})

Rename a column

Renamed Columns

Table.RenameColumns

(#"Changed Type",{{"created_time.1", "created_date"}, {"created_time.2", "created_time"}})

Insert a column Inserted Hour Table.AddColumn

(#"Renamed Columns", "Hour", each Time.Hour([created_time]), type number)

Change Type Changed Type1

Table.TransformColumnTypes

(#"Inserted Hour",{{"Hour", type text}}) Expand values in a nested table

Expand shares

Table.ExpandRecordColumn

(#"Changed Type1", "shares", {"count"}, {"shares.count"}) Rename the column

Renamed Columns1

Table.RenameColumns

(#" Expand shares",{{"shares.count", "shares"}}) Change Type Changed

Type2 Table.TransformColumnTypes

(#"Renamed Columns1",{{"shares", Int64.Type}})

Page 18: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

Task 4: Create additional visualizations using the Report view Now that we have converted the data into the shape that we need for the rest of our analysis, we can load the resulting table into our Report and create additional visualizations.

Step 1: Load the query to your report

In order to load the query results to the report, we need to select Load & Close from Query Editor. This will load our changes into Power BI Desktop, and close Query Editor.

In Power BI Desktop, we need to make sure we're in Report view. Select the top icon from the left bar in Power BI Desktop.

Step 2: Create a Line chart and a Bar chart

In order to create a visualization, we can drag fields from the Field list and drop them in the Report canvas.

Page 19: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

1. Drag the shares field onto the Report canvas, which creates a bar chart. Then drag created_date onto the chart, and Power BI Desktop changes the visualization to a Line Chart.

Page 20: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

2. Next, drag the shares field and drop it in the Report canvas. Now drag the Hour field into the

Axis section under the Field List.

3. We can easily change the type of visualization by clicking on a different icon in the Visualization pane. The arrow in the image below points to the Bar Chart icon.

4. Change the visualization type to Bar Chart. 5. The Bar Chart is created, but the axis isn't what we want - we want it sorted in the other

direction (from high to low). Select the down arrow next to Y-Axis to expand that section. We

Page 21: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

need to change the type of axis from Continuous to Categorical, so it'll sort how we want it (the image below shows the axis before we make the selection - check out the subsequent image for how we want it to look).

That's better. And now we have three visualizations on this page, which we can size as we want to fill up the report page.

As you can see, it's easy to customize visualizations in your report, so you can present the data in the way that you want. Power BI Desktop provides a seamless end-to-end experience from getting data from a wide range of data sources and shaping it to meet your analysis needs to visualizing this data

Page 22: Microsoft Power BI Tutorial: Facebook analytics using Power BI …profburnett.com/applications/MS_Power_BI/Tutorials/Facebook... · Microsoft Power BI Tutorial: Facebook analytics

in rich and interactive ways. Once your report is ready, you can upload it to Power BI and create dashboards based on it, which you can share with other Power BI users.

You can download the end result of this tutorial here