1

Excel to
Power BI

The Power BI journey

 2
journey
Learning
journey

Advanced level, Functions, acros

03
02Intermediate level

0)

Power BI designer, Power BI we* a((

0! 0
'
Power "uery Power view, (ower ma(
Basic understanding

01

0#
Power Pivot $ %A&
 3
journey
Learning curve

01 0
2

01
+cel learning curve

02
Power (ivot learning curve
02

A ty(ical learning curve -or ecel A ty(ical learning curve -or

Power (ivot

.ourtesy/ PowerPivot Pro

.ourtesy/ PowerPivot Pro
 !
journey
) stages o"
Power BI
Analytics

Discover
Power "uery is -or
Search, Connect, arrange, noralize, access ! trans"or
#ata ! #ata sources "ro internal #ata, external,
internet
*
Analyze
Power Pivot is -or Easy #ata
o#eling an# $re$aring #ata "or what you want to see in your
visualization%

+ Sources are Excel ta&le, $ower 'uery or #ata connections to #ata&ases

! other services%
Visualize
Power iew and
Power a( $ Power BI
a((s are -or
It(s tie to visualize the #ata o#el
)
 Power uery Power uery Power uery Power uery #
journey #ata sources loo- #ata ta&s #ata sources
Stage *
Discover

01 02 03

01
%ata .onnections -rom Files

%ata
02 .onnection -rom other sources

03.om*ining data

%ata connections to erging $

+cel les, . and .onnections to AP
BBI, Face*oo4 etc5 A((ending data
tet les 6ueries
 Power uery Power uery Power uery '
journey #ata sources loo- #ata ta&s
Stage *
Discover
01

01Power "uery editor

A-ter connecting with data source, +ach editing ste( is

(ower 6uery editors window a((ears monitored $ can *e
as shown a*ove reversed
 Power uery Power uery Power uery )
journey #ata sources loo- #ata ta&s
Stage *
Discover

0 Power "uery home "uery can *e re-reshed, -ormat o- a (articular column can *e selected, two 6ueries
1 ta* can *e merged or a((ended
0 Power "uery
2 trans-orm ta*
0 Power "uery add
3 column ta*

7onder-ul -eature o- un(ivot column5

.olumn can *e s(lit, header row can *e esta*lished $ -ormat o- the columns
can *e done here5
 Power $ivot 1n#erstan#ing DA/ 0unction 8
.elationshi$s
journey inter"ace DA/ ty$es
Stage +
Analyze

0 Adding data Any ecel ta*le can *e added directly through selecting 9add to
1 data model a*ove:
0 Adding d ata;through P5
2 "uery

I- data is rst o*tained through (ower

6uery then a-ter doing -ormatting, it can
*e loaded to (ower (ivot through 9close
$ load to 9 o(tion in (ower 6uery editor5
 Power $ivot 1n#erstan#ing DA/ 0unction <
.elationshi$s
journey inter"ace DA/ ty$es
Stage +
Analyze
9The PowerPivot data*ase is a set o- ta*les that are loaded in
memory and saved into an +cel wor4*oo45 7hen loaded in
memory, these ta*les are viewed in the PowerPivot window, not
on +cel@s wor4sheets5:
0 Power (ivot =
1
• A-ter adding the
0 Power (ivot
2 0 loo4 data to data model
2 this is what you will
get5
• At this stage
relationshi(s can *e
esta*lished among
various data ta*les
• +ach ta*le a((ears
as se(arate
wor4sheet in (ower
(ivot
• .alculated columns
can *e added5
• .alculated elds
>e(lained later? can
*e added5
 Power $ivot 1n#erstan#ing DA/ 0unction 10
.elationshi$s
journey inter"ace DA/ ty$es
Stage +
Analyze

0 %ata
1 relationshi(

• +sta*lishing in4s among various ta*les is very easy5

• +ach *loc4 re(resents one ta*le having many columns and related columns can *e
sim(ly dragged and joined5
• ne to one relationshi(s can *e made *y joining related columns -rom two ta*les
• o -ar the relationshi(s su((ort one to one relationshi(5
 Power $ivot 1n#erstan#ing DA/ 0unction 11
.elationshi$s
journey inter"ace DA/ ty$es
Stage +
Analyze

• %A& -ormulas can *e used either

in PowerPivot ta*les, or in
PivotTa*les in +cel/

• Formulas can *e used in

0 .alculated elds;
1
calculated columns, *y adding a
%A&
column and then ty(ing an
e(ression in the -ormula *ar in
the PowerPivot window5

• Formulas can also *e used in

measures5 ou create these
-ormulas in +cel, *y clic4ing
• .alculated
9.alculated elds canin*e
elds: anadded to a
eisting
(articular ta*le
PowerPivot PivotTa*le or
Pivot.hart5
• Flei*ility o- adding name and
descri(tion o- the .alculated
elds5

• Formula can range -rom sim(le

multi(lication, su*traction to
com(le %A& 6ueries
 Power $ivot 1n#erstan#ing DA/ 0unction 12
.elationshi$s
journey inter"ace DA/ ty$es
Stage +
Analyze
7hat is %A& >%ata Analysis
e&(ressions?=
9%A& is a collection o- -unctions, o(erators, and constants
• The same -ormula can that can *e used in a -ormula, or e(ression, to calculate and
*ehave dierently return one or more values5 In other words, %A& hel(s you
de(ending on whether create new in-ormation -rom data already in your model5:
the -ormula is used in
0 .alculated a calculated column
1 0eldsCcolumns
2 or a measure5 2otal revenue 34 5.evenue6Sell 7et 2otal89:5.evenue60uel
0 %A& %enition
2 surcharge89
• In a calculated <iel# 34 6Su o" Carrier revenue 8=6Su o" >eight Chargea&le
0 %A& eam(le;
3 im(le column, the -ormula is ?@8
0 %A& eam(le; always a((lied to %A& can *e a sim(le -ormula as a*ove where D++E+
! com(le every row in the is the ta*le name and Gsell Eet totalH is the columns
column, throughout name
the ta*le5 %e(ending
on the row contet, ;2D .evenue 7et Previous uarter Sales34
the value might 34TTAT%5S1;56Sell .A.AT+5.evenue6Sell 7et 2otal8,
change5 7et89,52a&le*6Account Date899 PD+I"ADT+D 5.evenue6Acco
unt #ate899
• In a measure %A& *ecomes more com(le *y
%A& can *e a com(le
>calculated elds? adding calculate -unction
-ormula li4e a*ove
however, the which calculates the gures -or
which calculates month
calculation o- results the selected contet or slicer,
to date revenue -or the
is strongly de(endent or *y ignoring the contet,
selected contet5 The
on contet5 That is,
 Power $ivot 1n#erstan#ing DA/ 0unction 13
.elationshi$s
journey inter"ace DA/ ty$es

DA/
9%ee( understanding o- these %A& -unctions is very
essential and can ma4e a *ig dierence in the data model
*uildu( and later its use in the dash*oards:

2ie intelligence • tatistical Functions

0 nderstanding • .IEJBAAE.+ETK
1 Functions • A+DAJ+
• .IEJBAAE.+"ADT+D
0 Ty(es o- various • .IEJBAAE.++AD • A+DAJ+A
2 -unctions • A+DAJ+&
• +E%FETK
• .ET
• +E%F"ADT+D
• .ETA
• +E%F+AD
• .ETA&
• FIDT%AT+ • .ETBAEL
• AT%AT+ • .ETD7
• E+&T%A
• E+&TETK
• E+&T"ADT+D

•
• %ate and
.ET& Time -unctions
• Time intelligence • A&
• E+&T+AD •
•
MIE
%AT+
• P+EIEJBAAE.+TK •
•
MIEA
%AT+A+
• AE%
PADA+P+DI% • MIE&
•
• %A
• FA+
PD+I%A
•
• +%AT+
•
• IF
PD+IETK • +ETK
•
• IF+DDD
PD+I"ADT+D • KD
•
• ET
PD+I+AD • IET+
•
• D
A+P+DI%AT+AD • ETK
• TD+
TTAT%
 Power BI
Power BI Power BI on Power BI 1!
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization

• Power view is the instant

visualiNation availa*le
within +cel5
• Through inserting (ower
view, PowerPivot data
01 Power view loo4 model can *e viewed a
(ower view
0 Power view with card
2 as slicers

• arious elds can *e

selected as slicersCcards and
data can *e viewed with
re-erence to (articular
contet5
 Power BI
Power BI Power BI on Power BI 1#
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization
• The (ower ma( -unction
allows to have a
geogra(hical view o- the
data5
• arious data layers can *e
added on one ma( where the
01 Power ma( view height or width can
re(resent various data
0 Power ma(;heat
characteristics
2 ma(
• arious data layers can *e
shown with re-erence to
timeline o- the changes in
data over time5

• In addition to *ar charts, ma(

contains the -unctionality o-
showing heat ma(s
 Power BI
Power BI Power BI on Power BI 1'
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization 9This a((lication com*ines Power
9The Power BI %esigner is a com(anion
"uery, Power Pivot %ata odel and Power
a((lication -or Power BI5 It is a standalone
iew into a seamless e(erience that will
7indows %es4to( a((lication that can *ae
allow users to *uild their Power BI
downloaded -rom the Power BI site:
elements in an oOine -ashion and then
u(load to the Power BI ervice:

0 Power BI
1 %esigner =
02 Power BI designer
0 iew
032 De(ort $ "uery
*uttons • There are two *uttons on the lower le-t
hand corner5 The De(ort *utton o(ens
the re(ort as shown in the le-t hand
side5 7hereas "uery *utton o(ens the
6uery in (ower view5

• The data can *e arranged in (ower

6uery and re(ort can *e designed5 This
• %esigner is a great re(ort *uilding tool le can thus *e used as a source le to
which gives lot o- charting o(tions5 (ower BI a((lication5
 Power BI
Power BI Power BI on Power BI 1)
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization

• Availa*le through oce

3'# su*scri(tion5
• e-t hand side lists down
all the created
dash*oards
• %ash*oard connects to
0 Power BI windows
1
wide variety o- resources
a((
0 %ash Board Inside
-rom local  +cel,
2 0 iew Power *i designer les to
2 resources li4e google
Analytics, a((gure,
mar4eto etc5

• +very dash *oard allows user to do

"$A where 6uestions can *e as4ed
-rom the data
• The charts can *e selected -rom
already designed charts in Power
BI designer or created through
"$A5
• The -ormatting o- the charts can
also *e done5
• "uestions can *e -urther im(roved
*y selecting eisting elds on the
 Power BI
Power BI Power BI on Power BI 18
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization

• A(( can *e downloaded -rom

windows store5
• .urrently oce 3'# su*scri(tion
0 Power BI is re6uired to use the
1 windows a(( -unctionality
0 %ash Board@s Inside • e-t hand side view shows the
2 iew -ormat o- the dash*oard
0
3

• By clic4ing a s(ecic
dash*oard -urther details o-
the dash*oard can *e seen5
 Power BI
Power BI Power BI on Power BI 1<
journey Power View Power ;a$
#esigner we& win#ows a$$
iS=An#roi#
a$$
Stage )
Visualization

0 Power BI i a((

1
view
02 Inside iew o-
%ash*oard

• By clic4ing a s(ecic
dash*oard -urther details can
*e seen as dis(layed5 A*ove is
• A(( is availa*le on i and Play a screenshot -rom an iPhone5
 20
journey
Learning
resources

0 Boo4s
1
0 itesCBlogs
2

QQQQQQFrom medium to advanced 4nowledge QQQQQ

htt$3==www%$ower$ivot$ro%co=
htt$3==&logs%s#n%co=&=$ower&i=
htt$s3==$ower&i%icroso"t%co=
 21
journey
1$coing
Develo$ents

• Interested users should use (ower (ivot and (ower 6uery -or all the data analysis
no matter what is the siNe o- the data and com(leity involved5

• %A& is the core 4nowledge area and im(roving %A& s4ill will ma4e a great
0 y (ersonal advice dierence in ma4ing you a great data analyst
1
0 (coming Features
2 • In addition to (racticing and s(ending time in ecel, users should read academic
material on the BI and %A& as it will signicantly hel( in understanding the
conce(t and its a((lication5 I have given some re-erences earlier5

• .om(lete each analysis -rom adding data to the model to nal %ash *oard as it will
hel( understanding the com(lete cycle o- the (ower BI5

• n Ruly 2!, 201# (ower BI is going to *e generally availa*le5

• Power BI designer will *e renamed as Power Bi %es4to(5
• ome new chart ty(es li4e water-all and area charts and matri will *e
added5
• "$A visual -ormatting will *e announced5
• (ace management on (ower BI will also *e introduced5
 22
journey
A&out e

• I am a Finance $ Accounting (ro-essional and Fellow mem*er o- The Institute o-

0 Introduction .hartered Accountants o- Pa4istan5
1
• I have got 1!S years o- e(erience in managing the nancial aairs o- large
scale .or(orate entities as head o- Finance and Accounting de(artments5
• I have a (assion -or Business intelligence (roductsCsolutions $ Financial %ata
modelling5
• .urrently I am wor4ing as Finance %irector with audi Airlines .argo .om(any
in Reddah, audi Ara*ia5
• +mail/ u*4hanUgmail5com5 Feel -ree to as4 any 6uestion and I would *e glad
to answer5
• in4edIn / htt(s/CCsa5lin4edin5comCinCNeda4han