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Power BI Basics
Peter van den Bos
Laurens Cruz
Cynthia Gorlee
17-01-2019
Who are we?
Peter van den Bos Cynthia GorleeLaurens Cruz
Introductions : Please mention
>Your name / Company / Department
>Your experience with Power BI?
>How do you or want to use Power BI in your job?
>Your general programming / BI / Excel experience?
>What do you want to take away from this training?
Organization of this course
> Start: 09:00 End: 16:30/17:00
> Breaks • Small Breaks 15 minutes
• Lunch 45 minutes
> Phones (quiet please)
> Feel free to ask at ANY moment
Training Style:
>Listen and Watch then ACTION
What
Finext
Who
• 200 Professionals
• Owned by these professionals
• Founded in 1999
Why
Where
Business Intelligence and Analytics
Vision
Data
driven
decis
ion
makin
g
1. Silo
2. Insight
4. Foresight
Enterprise information management maturity
3. Overview
Agenda
>What is Power BI?
>Power BI Licensing & Products
>Importing Data
>Transforming your Data
>Interactive Data Exploration
>Reporth Authoring
>Creating Dashboards and Uploading your Report
>Refreshing Data on the Dashboard
>Distributing Content to Larger Audiences
What is Power BI?
>A Business Analytic tool that delivers insights throughout your organization.
>User friendly and simple, but on the other hand powerful and mature for complex data mash-up and modelling.
>Power BI exists of six components:• Power Query: Data mash up and transformation tool
• Power Pivot: In-memory tabular data modelling tool
• Power View: Data visualtization tool
• Power Map: 3D Geo-spatial data visualization tool
• Power Q&A: Natural language question and answering engine
• Power BI Desktop: A powerful companion development tool for Power BI
>Power BI is used on 3 different locations• Power BI Desktop, only windows
• PowerBI.com Website: Power BI reports and data can be shared through this
• Power BI Mobile Apps: Mobile app supported on Android, Apple and Windows
Power BI Licensing & Products
Power BI productsLicense
Term Perpetual
Power BI Desktop Free Free
Power BI Pro €8,40 / user / month N/A
Power BI Premium starts at €4200 / month for 8 cores (P1 node) N/A
Power BI Report Server included as part of PBI Premium included as part of SQL Server EE with SA
Power BI Embedded
starts at €0,8502 / hr for 1 core (A1 node)
starts at €620 / month for 1 core (EM1 node) N/A
Power BI Gateway Free Free
Power BI Mobile Free Free
Power BI – The first experience (1)
Power BI – The first experience (2)
>1: Open existing report, or start new report by getting data
>2: Watch Power BI Desktop tutorial videos
>3: Read latest news on Power BI
Power BI – The first experience (2)
>1. Report
>2. Canvas
>3. Report Pages
>4. Visualizations
>5. Field
>Ribbon for all options
Power BI Desktop – Demo Start
>Download PBI content: Create a folder ”DIAD” on the C drive• Download from USB Drive OR
• Download from link:
• https://www.dropbox.com/sh/bic2fy8jl79rj7t/AABmkXuE0F-6VRjxdCKIHRfla?dl=0
>Add the downloaded ”Data” folder to the ”DIAD” folder• C:\DIAD\Data...etc.
Power BI Desktop – Demo Start
>What is our destination today:
>Load data in Power BI
>Transform data
>Make a data model
>Build your report
>Publish it to Power BI service
Demo Data
>VanAarsdel Data Set
• This dataset is a sales and market share analysis. This type of analysis is very common for the office of a Chief Marketing Officer (CMO). Unlike the office of the Chief Financial Officer (CFO), a CMO is focused not only on company’s performance internally (how well do our products sell) but also externally (how well do we do against the competing products).
• Be aware: The demo data is in American notation. So we need to change the regional settings.
• Sales data, by different countries
• Dimension data, which we will use to ‘slice and dice’ our data
Importing Data
Power BI Desktop – Importing Data (1)
>Import data using ”Get Data”
>Select Tables / Sheets/ Files/ Locations
>Press ”Edit” to go to ”Query Editor” (Power Query)
>Remove / Select columns via Home tab
>Change Data types in Query Editor, via Home tab.• Or on top of the column
Power BI Desktop – Importing Data (2)
>Data Types in Power BI• Decimal number
• Fixed decimal number
• Whole number
• Percentage
• Date/Time
• Date
• Time
• Date/Time/Timezone
• Duration
• Text
• Boolean (True/False)
• Binary
Transforming Your Data
Power BI Desktop – Transforming your Data (1)
>Basically all transformation can be found in the ribbon on top of the window
>Each step we apply, will produce a row of code
>M (Power Query)• View advanced editor on the Home tab
• Activate formula bar via View -> Formula Bar
>Rename Queries
>Transpose, Promote Headers, Split, Append, Fill.
>Applied Steps• Navigate, delete, reorder
Power BI Desktop – Transforming your Data (2)
>Adding columns• Conditional
• From examples
• Custom
>Query dependencies• Source
• Dependencies
Power BI Desktop – Transforming your Data (3)
>Enable load• Doesn’t load the table to the data model
>Saving the pbi file• .pbix
>Apply
Interactive Data Exploration
Power BI Desktop – Interactive Data Exploration (1)
>Report
>Data
>Relationships
Power BI Desktop – Interactive Data Exploration (2)
>Report• Visualizations
• Standard
• Market Place
Power BI Desktop – Interactive Data Exploration (3)
>Report• Visualizations
• Standard
• Market Place
• Axis
• Legend
• Value
• Drill down
• Drill down with hierarchy
• Grouping
Power BI Desktop – Interactive Data Exploration (4)
>Report• Visualizations
• Format Pane
• See data
Power BI Desktop – Interactive Data Exploration (5)
>Manage Relationships• Many to 1 (*:1)
• 1 to many (1:*)
• 1 to 1 (1:1)
Power BI Desktop – Interactive Data Exploration (6)
>Adding columns (in modeling view)• With use of DAX
> Data Analysis eXpression (DAX)• Sum
• Using measers within new measures
• Calculate
• SamePeriodLastYear
• AND = &&
• OR = ||
> Quick Measure
Power BI Desktop – Interactive Data Exploration (6)
>Conditional Formatting• Table
• Matrix
Power BI Desktop – Interactive Data Exploration (7)
>Slicers / Filters• Date
• Slicer
• Relative
• Between
• Before
• After
• List
• Dropdown
• Dimension• List
• Dropdown
• Visual level
• Page Level
• Drill Through
• Report Level
Report Authoring
Power BI Desktop – Report Authoring
>Rename fields
>Hide fields• Why?
>Hide, duplicate, rename
>Custom Themes• Via options, preview features
>Text, images, shapes
Power BI Desktop – Report Authoring
>Dax formulas• Sum
• Calculate
• Totalytd
• Sameperiodlastyear
• Use measures in other measures
• Divide
Power BI Desktop – Report Authoring
>Analytics pane
>Sorting
>Title, Legend, Borders
Power BI Desktop – Report Authoring
>Bookmarks
>Placing objects• Gridlines
Power BI Desktop – Report Authoring
>Manage roles (security)
Creating Dashboard and Uploading your Report
Power BI Service – Creating Dashboard and Uploading your Report (1)
>Power BI Service• https://app.powerbi.com
• Dashboards
• Reports
• Workbooks
• Datasets
>Workspaces• Groups you’ve been added to
• Sharepoint, Teams integration
>License Power BI pro is needed• 60 day free trial
Power BI Service – Creating Dashboard and Uploading your Report (2)
>Publish to Power BI Service• Login using office 365 account
Power BI Service – Creating Dashboard and Uploading your Report (3)
>Get Data
>Quick insights
>Usage Metrics report
Power BI Service – Creating Dashboard and Uploading your Report (4)
>Creating a Dashboard in PBI Service• Pin tiles
• Pin Pages
Refreshing Data on the Dashboard
Power BI Service – Refreshing Data on the Dashboard (1)
>Using the Data Gateway• Download from Power BI Service
• Install and Run
• Manage Gateway
• Add Data Source• Data Source Name
• Data Source Type
• Full Path
• Authorization
>Schedule Refresh
Power BI – The Next Steps
Thursday 14th & Friday 15th of February
Certificates
Survey
>Please fill in the survey
Contacts
Cynthia Gorlee
+31640905029
www.linkedin.com/in/cynthiagorlee/
Peter van den Bos
+31613 760795
https://www.linkedin.com/in/peterv
dbos
Laurens Cruz
+31619667058
https://www.linkedin.com/in/lau
renscruz/
Links, Tips, Blogs, Help & Fun Stuff
1. https://docs.microsoft.com/en-us/power-bi/guided-learning/
2. https://www.youtube.com/channel/UCzNT7kUBvIgc__BI4VxVd_w/featured?view_as=subscriber
3. https://www.daxpatterns.com/
4. http://www.daxformatter.com/
5. https://powerbi.microsoft.com/en-us/blog/
6. https://community.powerbi.com/
7. Dax Studio - https://www.sqlbi.com/tools/dax-studio/
8. https://msdn.microsoft.com/en-us/query-bi/m/power-query-m-function-reference
9. https://msdn.microsoft.com/en-us/query-bi/dax/dax-function-reference