POWER BI SESSION NOTES

1. BI tools are used to represent the data in graphical ways.

2. End users of the application for any application for that matter Data is inserted by them
3. Html, adode, boot js these technologies are used to created front end and web pages after
and the information passing is decided by java or phython .net from where the data has to
be passed.
4. Database can be mysql, sql server, oracle,redshiftetc, this is where the data base is
maintained
5. ETL BI team enters to access the data, Whatever data we have to move one server to
another we use ETL.(try to understand more uses of ETL). This is also used as integration tool
it seems
6. As an entity and managers or business decision makers cant see the data like its displayed in
the data base that’s why BI tools are used
7. By connecting different data bases we can display the data in once aggregation or in one tool
and this can be done by ETL. Examples are (extraction transformation & loading) we extract
the data from these data sources and publish it on a platform
8. Any kind of modification to be done like adding one column or removing is called
transformation and what ever information is available after modification that can be loaded
to data base
9. And such data taken is put in Data ware house and this is npthing but its data base only it
can be sql. It is saved in data warehouse as we want to maintain as historical data.
10. And then from there it will be taken to Tool reporting.
11. After data is sent to powe bi according to our requirement is there any data modification
that’s called transformation once transformation is compelted and it can be build into tables
that’s called modelling. The relation between multiple tables is called a sdata modelling
12. Once data modelling is completed and then it can be implemented as data visualisation
13. IF some one says they are not able to find the data in the report we need to check if the data
warehouse is working fine.

23rd Jan Class Notes:

1. Looker bi has recently came to the market. And its costlier than Power bi, supports only 60+
data sources but it has capacity of storing huge data
2. Microsoft has implemented many features in excel before implementing in power bi
3. Power bi components(software) : A) Power bi desktop B)Power bi services C) Power bi
report server
D) Power BI Data gateways E) Power Bi mobile apps F)Power bi report builder. Bold ones
will be covered
4. Power Bi Desktop – Complete development activity which means whatever that can be
done with a data tool – Extracting >> Transforming >> Data modelling >> Visualisation.
Extraction is fetching data & according to the end user if any modification is required that
modification is called as data transform once its done relationship between the tables that’s
called as a date model once its done however we display the data is graphs is called as
visualisation.
5. Installed software on our machine are called on premises software which ever software are
used on cloud software and those are called as cloud software
6. Power BI desktop is supported only in windows 8 & above
7. Power BI services: The web application is for interaction of end user, what ever is developed
on desktop it can be uploaded to BI services from there end user can access the data.
Scheduling, Sharing , Access To decide when to schedule when to share whom to share and
whom should we let to access. Dashboards can be also be created
8. Power bi services are could platform and not a free source , organisational
credentials(emails) is free for 2 months. I can create one for 2 months free using my
organisation email id. Power bi services are web application this can be used for end users
interaction purpose. 85% of the companies are using this .
9. Power bi report server: Is also a web application this is used to share reports to end user.
This is on premises. We need to pay and take the licence. Only 10 to 15% are using these
services in the industry. We cant dashboard this
10. Power BI datagateway: Data base and
11.

12. Once data or report is published from power bi desktop to power bi servicers there wont be
any connction between power bi desktop to power bi services only connection will be
between sql server and power bi services.
13. Data gateway isa bridge between on premises Data source to cloud platform
14. Data gateways are categorised into two types:
a) Personal data gateways
b) On Premises data gateways
15. Power BI Report builder: This is an on premises software and this can be used to create the
paginated reports. Paginated reports means exporting the data into excel or pdf if this
export has to happen user needs to have license. This is organisation level chare where it
costs 5k$ per month. When there are huge number of clients we can go by monthly
paginated license.

24th January 2023:

1. Power BI Mobile apps: If you want to view any report from mobile view we can use these
apps to view the data.
2. POWER BI DESKTOP SYLLABUS: This is where we implement complete development activity
3. Power BI desktop are categorised into 5 types:
a) Power Query
b)Power Pivot
 c) Power Map
d) Power Q & A
e) Power View
4. Power Query: This can be used to extract the data from various data sources and to
perform the data transformation
5. Click on Transform data it opens a new window where we can edit and that’s called power
query editor
6. Using Power Query editor we can also transform the data which means data can be
modified. To extract the data we can use new source in power query editor
7. When excel sheet is selected each sheet is considered as one table in power query
8. Select only the sheet that you want to use

25th Jan Notes:

1. Note: To view data we have three tabs
a) Report – To show data in graphical representation
b) Data – However the data is available in the source the same way its displayed here
c) Model – To build relationship between the tables

2. POWER PIVOT:

1.In power bi desktop Data tab and the model tab are called as Pivot

2. DAX Operations can be performed using data option in POWER BI desktop. Data
analysis expression is the full form of DAX – Three operations can be performed New measure, New
column, New table

Power pivot can be used to do data modelling under DAX operations, DAX is Data analysis expression

Power query editor and Power bi desktop both can be used to extract data.

If we wanna move to power query editor click on transform data.

After inserting the excel trainer has un checked Column distribution option under View tab

The data extracted in power pivot query if it has to be applied in power bi desktop we need to use
apply or close and apply option

Under fields the data will be displayed once the data is saved, to build further modelling we can click
on model
To analyse the data we can use DAX

1. Power view: Data available can be shown in graphical representation

2. Select any chart or visualisation under Visualisation & then we can select any column we
want to display
3. Power Map: To show the data in geographical point of view this option can be used.
4. Power Q & A: IF any question is asked POWER BI answers it using this.
5. Double click on the blank screen to insert Q & A if not from visualisation also we can pick it
6. Just enter the question and Power bi answers
7. What is the diff between power pivot and power query?
8. Power query editor: To open this In power bi desktop please click on transform data. When
ever transform data is clicked it opens a new window opens and that’s called as power query
editor
9. Power query editor has backend language M. M is one of the computer languages just like
c , C++ etc.,

26th January:

1. Power Query has all the options excel does

2. Click on new source and select the source of the data.
3. Once after the excel is selected we need to delete the unnecessary columns . Click on
remove rows and select first top rows.
4. If we check the Applied steps we can go ahead and see the steps
5. If you want to enter a new data in power query enter editor we can click on enter new there
it self
27th January notes:
1. Append & Merge
1. Append is used to combine similar tables just like union all option in mysql.
2. Append query updates first table data first and then second table data
3. It doesn’t remove duplicates if any
4. Append operation can also be performed for different types of tables but this is not
recommended
5. Whenever we want to combine same structure of tables we can use Append query
6. We have two options in Append queries’) Append Query b) Append query as new
7. IF Append query option is selected the same table from the data source it provided the
out put
8. If we use Append query as new option it generates one extra table and then we can see
the out put
9. When there are extra unnecessary option displayed go back to power query editor click
on transform data and click on the table and go to properties and uncheck Enable load
10. In power query level I have 2o tables ad I want to load only 5 tables in power query
desktop and I don’t want to delete remaining 15 tables?
11. Answer for question 10? We have to use ENABLE LOAD option where I can go back to
power query editor and uncheck enable load
12. Every time when we wanna go back to power query editor click on transform data from
power bi desktop
 13. To perform append option we need to click on the table and select only second table
and then the data is displayed in the same table no new table will be created.
14. For example In excel we have two sheets and if just append query is applied first sheet is
automatically selected as you click on it and the second sheet will also be added in the
same sheet and will be displayed
15. Enable load: this is an option used to display the tables that were in Power query editor
in Power bi desktop, so if you don’t want to display any unnecessary tables go back to
power query editor and select the table you don’t want to diplay and uncheck enable
load.
16. When a new project member is joined and if someone asks you from which source the
previous guy has extracted data On the right under Applied steps we can click on the
source settings(beside source there is settings symbol)
17. If clicked on Navigation you will find out the exact table used in the source
18. On the top we have ADVANCED EDITORwe can see the source and applied steps in M
language
19. On the top we can also see Data source settings we can just view the path of the source
but not the sheet name
20. TASK given or interview question: What if the source of the file is changed for example if
I have taken excel from desktop and after that if the excel sheet is moved to D drive will
it load the table in POWER BI DESKTOP?
21. Answer to 20th question:
22. Asure is just like AWS Cloud platform , Asure has one of the tools POWER BI. Assusre is
the cloud where the data is stored.

30th January : MERGE QUERIES

1. Merge queries are similar to Joins command in SQL

2. IN SQL we have four types of Joins but in Power bi we have 6 types of joins
3. Types of POWER bi joins:
1. Inner join
2. Left outer join
3.Right outer join
4.Full outer join
5.Left anti
6. Right Anti

NOTE: If JOIN operation has to be performed, there should be at least 2 tables with one
common column.
4. Inner join: Whenever we want matching records from both the tables then we can use Inner
join.
5. Whenever we want common data of two tables we can use inner join. If the two different
tables has different header but with same data in a column then we can use inner join:

6. To explain the above point clearly check the above table where the header is Stu_id &
Student_id but the data in columns are same. In this case inner join can be used.
7. IF Stu_id and marks columns are selected for inner join Power bi doesn’t show any error but
it doesn’t give proper output
8. Inner join is just like vlookup in excel.
9. Inner join performs the match of every common data with with every row in the source
10. To explain 09th point clear check below SS: For 101 there are two marks so two entries will
be published or taken for 101 stu_id

11. Inner join can be performed for only 2 tables where as in SQL you can perform it for more
than 3 tables.
12. If we want to combine 3 tables we can perform inner join with the out out of two tables with
the third one.
13. What is the difference between Append and merge queries?
This will be explained once complete merge is explained.
14. Remove rows cant be used in realtime but remove columns can be. Because we don’t have
rights to delete the information
15. LEFT OUTER JOIN: Whenever we want complete information from left side table and
matching information from the right side table then LOJ can be used.

16. Takes the complete information from left side table & matching records from the right side
table. In the below table all the data had matching in the rigt side table except for 104 stu_id
but still its taken as its in the left side table.

17. Without joins we can’t survive in any data analytics tools.

18. Right outer join: Whenever we want complete information from right side table and with
their matching recordings from left side table this can be used. Check the below SS where
the entire data of Right side table is displayed with the respective or matching data from left
side table.

19. Imp note: JOINs works only with columns not with Rows.

31st January 2023:

How did you think which one is left or which one is right?
Whenever two tables are considered to perform a join then the first table in the join query is
considered as left and the second one as right table.

20. Go to merge queries new and select the common column between two tables only then we
can perform merge
21.

22. Once merge happens The last column in the above table comes with no data but just with
TABLE content in the last column then we need to click on the top and select the required
contents from the table. This means all the data of the first table will be displayed and then
we need to select the required data to be displayed in the last column. If we want to add any
other column from the second table Click on Expanded order settings and select the column
from the second table to be displayed
23. Full Outer join: When ever we want complete information from both the tables then we can
use Full outer join.
24. Below is an example of output of Full Outer join:

25. LEFT ANTI: Whenever we want data which is only available from left side table then we can
use LEFT ANTI. This means only the data of left table is displayed but not common data
between two tables. Please check the below example where LA is used:

26. RIGHT ANTI: Whenever we want data which is only available from right side table then we
can use RIGHT ANTI. This means only the data of right table is displayed but not common
data between two tables. Please check the below example where LA is used.
27.