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Dataware House Doc1

The document provides instructions to connect multiple CSV files into a Power BI report, including customers, products, stores, regions, calendar, returns, and transaction data files. Key steps are to update Power BI settings, connect each CSV and configure data types and relationships, add calculated columns, and save the final report file.

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UmER
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306 views3 pages

Dataware House Doc1

The document provides instructions to connect multiple CSV files into a Power BI report, including customers, products, stores, regions, calendar, returns, and transaction data files. Key steps are to update Power BI settings, connect each CSV and configure data types and relationships, add calculated columns, and save the final report file.

Uploaded by

UmER
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Open a new Power BI 

Desktop file, and complete the following steps:

1) Update your Power BI options and settings as follows: 

Deselect the "Autodetect new relationships after data is loaded" option in the Data
Load tab
Make sure that Locale for import is set to "English (United States)" in the Regional
Settings tab

2) Connect to the MavenMarket_Customers csv file

Name the table "Customers", and make sure that headers have been promoted
Confirm that data types are accurate (Note: "customer_id" should be whole numbers,
and both "customer_acct_num" and "customer_postal_code" should be text)
Add a new column named "full_name" to merge the the "first_name" and
"last_name" columns, separated by a space
Create a new column named "birth_year" to extract the year from the "birthdate" column,
and format as text
Create a conditional column named "has_children" which equals "N" if "total_children" =
0, otherwise "Y"

3) Connect to the MavenMarket_Products csv file

Name the table "Products" and make sure that headers have been promoted
Confirm that data types are accurate (Note: "product_id" should be whole numbers,
"product_sku" should be text), "product_retail_price" and "product_cost" should be decimal
numbers)
Use the statistics tools to return the number of distinct product brands, followed by distinct
product names
Spot check: You should see 111 brands and 1,560 product names
Add a calculated column named "discount_price", equal to 90% of the original retail price
Format as a fixed decimal number, and then use the rounding tool to round to 2
digits
Select "product_brand" and use the Group By option to calculate the average retail price
by brand, and name the new column "Avg Retail Price"
Spot check: You should see an average retail price of $2.18 for Washington
products, and $2.21 for Green Ribbon
Delete the last applied step to return the table to its pre-grouped state
Replace "null" values with zeros in both the "recyclable" and "low-fat" columns

4) Connect to the MavenMarket_Stores csv file

Name the table "Stores" and make sure that headers have been promoted
Confirm that data types are accurate (Note: "store_id" and "region_id" should be whole
numbers)
Add a calculated column named "full_address", by merging "store_city", "store_state", and
"store_country", separated by a comma and space (hint: use a custom separator)
Add a calculated column named "area_code", by extracting the characters before the dash
("-") in the "store_phone" field 
5) Connect to the MavenMarket_Regions csv file

Name the table "Regions" and make sure that headers have been promoted
Confirm that data types are accurate (Note: "region_id" should be whole numbers)

6) Connect to the MavenMarket_Calendar csv file

Name the table "Calendar" and make sure that headers have been promoted
Use the date tools in the query editor to add the following columns:
Start of Week (starting Sunday
Name of Day
Start of Month
Name of Month
Quarter of Year
Year

7) Connect to the MavenMarket_Returns csv file

Name the table "Return_Data" and make sure that headers have been promoted
Confirm that data types are accurate (all ID columns and quantity should be whole
numbers)

8) Add a new folder on your desktop (or in your documents) named "MavenMarket
Transactions", containing both the MavenMarket_Transactions_1997 and
MavenMarket_Transactions_1998 csv files

Connect to the folder path, and choose "Edit" (vs. Combine and Edit)
Click the "Content" column header (double arrow icon) to combine the files, then remove
the "Source.Name" column
Name the table "Transaction_Data", and confirm that headers have been promoted
Confirm that data types are accurate (all ID columns and quantity should be whole
numbers)
Spot check: You should see data from 1/1/1997 through 12/30/1998 in the
"transaction_date" column

9) With the exception of the two data tables, disable "Include in Report Refresh", then Close
& Apply

Confirm that all 7 tables are now accessible within both the RELATIONSHIPS view and
the DATA view

10) Save your .pbix file (i.e. "MavenMarket_Report")

Solution screenshot (for reference):

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