Power Bi Key Points

POWER BI KEY POINTS
INTRODUCTION
The BI in Power BI stands for Business intelligence.
Power BI tools available for excel: Power Query, Power Pivot, Power View and Power Map.
Power query is about discovering available data.
Power Pivot is about analysing data.
Power View and Power Map are about visualizing data.
To add the Power BI tools to your copy of Excel, you go to options and go to Add-Ins, Manage and COM Add-Ins and check the
boxes for Power Map, Power Query, Power view and Power Pivot.
The Data view in PowerPivot shows the data in your tables.
The Design view in PowerPivot shows the relationships between your tables.
For creating power query to get information from the web you select the power query tab
in the ribbon then choose from web option and enter your url.
Applied steps section is a series of steps that Excel power query is going to do going to
do to the data in the website before it brings the data into a table.
You have to options for integrating your Power Query into your excel workbook you can
have it as a table or just Create a Connection to your existing data.
You may have to edit the data you got from your power query so it can work with your
existings.
PREPARING THE DATA MODEL

To create a power View, you select the Power view button in the Insert tab on the ribbon,
if it doesn’t show up your COM add-ins aren’t setup or you have the wrong version of
Excel.
You Power view fields contains your data tables, the fields that have the summation
symbol from excel beside them will be a summation of those values. The fields that have
the calculator icon beside them are fields that are explicitly defined in the data model.
You need to make sure your data model is organised as they will affect your power view,
such as making sure all names are appropriate and labelled right, you use the power pivot
for this.
You should check both your Data view and Diagram view to make sure all names are
consistent.
The Default Field set is for setting which fields in a table, appear when you add that table
to your power view.
Table behaviour is for setting how you want your table to behave when you’re working
with it in power view, such as grouping behaviour.
You can remove or set summation of values for your fields in power view by selecting the
options in summarize by drop down.
To add an image URL you copy and paste the address into your formula bar and tell it how
it’s going to work with your data in your table
You will also need to set its table behaviour to state that it is an image or photo.
You should always be aware any changes you make in the data model will affect your
power view.
When in power view your images will need you to enable content for the web when the
warning shows up at top of page.
CREATING POWER VIEW

To add a table to your power view you simply click on the table and it will add all the
default fields you set. You can add extra fields to your table on the canvas form other
tables in the Power view Fields.
As your power view will/could have many different tables you need to make sure you have
the table you want to work on selected, or if your adding in a new table you need to make
sure you have the canvas selected.
To add a filter to your report on click and drag the field you want to use as a filter over to
the filter pane.
In your power view report your different charts are effected by each other, if you click on
a statistic in one of your charts it will change/filter the other charts/tables in the report to
show information relevant to that statistic. To end the filter, click in the grid of the chart
you choose the statistic from.
For animating one of your charts you need to add a field as play axis, to give you a play
button at the bottom left of the chart for the chart to play information over the length of
the field. E.g. if you use months, the animation would play over the course of your month’s
field.
To tile your card report you select the tile button from the design tab. You tiled report will
not affect your other charts/tables you have in the power view report. You can add
table/charts after you created the tiled report that will be effected by it, you need to have
the tiled report selected when adding them.
Adding a map is as simple as creating a table in your power view report and selecting
map form switch visualizations in the design tab. You will need some sort of geographical
information in your data so Bing knows where to display the data on the world map.
CREATING POWER MAPS

For creating a power map, you may need to go into your data model and unhide from
client tools as power map is a client tool and will need access to a lot of your data,
depending on what you want show in your power map.
To create the power map, you go to insert tab and click on the map drop down and select
launch power map, and you have a 3d visualisation of earth.
When configuring you power map to display information you must have some geographical
information for Bing maps to find where to display your data.
Power maps displays in different scenes similar how power point has different slides.
Now it’s nearly the same as adding data to your power view, you will have a fields and you
add them by selecting them. There are buttons below your field names to choose which
type of display you want, e.g. pie charts, columns, etc.
When creating a new scene in your power map you will need to select effects and
transition time for the power map to move from the last scene to the next one. Transition
time is semi important if you leave it too shot the transition will happen possibly too fast
or instantly.
You can create a video from your finished power map.

Power Bi Key Points

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What are the main components of Power BI?

How do you prepare the data model in Power BI?

POWER BI KEY POINTS

Power query is about discovering available data.

Power Pivot is about analysing data.

Power View and Power Map are about visualizing data.

The Data view in PowerPivot shows the data in your tables.

PREPARING THE DATA MODEL

CREATING POWER VIEW

CREATING POWER MAPS

You can create a video from your finished power map.

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