Power BI Guide

POWER BI
AN IN-DEPTH UNDERSTANDING
BY
ADITI GUPTA
1
Power BI (in-depth Understanding)
Great to see that you are reading this.
I have created this E-Book to share my knowledge on one of the most awesome
Business intelligence tools i.e. Microsoft Power BI. This will help you kick start
your knowledge on this tool. Hope you will enjoy this.
I would appreciate if you can share this further with your connections. Also, if you
are looking to use Power BI in your current job role or switching to a Data
analytics and visualization career then I would recommend you to learn this tool
in-depth.
You can simply reach me out at [email protected] or call me at +91 96642

90226
Cheers!!
Power BI (in-depth Understanding) Aditi Gupta 2
Contents
1 Business Intelligence (BI) Concepts
2 Microsoft Power BI ( MSPBI ) introduction
3 Project Introduction and Getting Started
4 Connect to various Data Sources
CONTENTS 5 Power Query for Data Transformation
6 Data Modelling In Power BI
7 Reports in Power BI
8 Reports & Visualization types in Power BI
9 Dashboards in Power BI
Power BI (in-depth Understanding) 3

10 Data refresh in Power BI
BUSINESS INTELLIGENCE (BI) CONCEPTS

Business Intelligence (BI) Concepts
1. Introduction to Business Intelligence
2. The importance of Business Intelligence
3. The relation between Business Intelligence and Data Warehouse
4. Tools and Technologies in Business Intelligence area

INTRODUCTION TO BUSINESS INTELLIGENCE
Business Intelligence (BI) is a process of analysing data through technology and presenting it to the end
user(s) which help them to make an informed decision. With the use of historical and current data, a BI
tool serves predictive view.
Usually a BI tool can perform tasks like data connection, data mining, data transformation, data modelling
through building relationships, complex calculations, report building, dashboard creation, online analytical
processing and predictive analysis.
Power BI (in-depth Understanding) Page 6

RELATION BETWEEN
BUSINESS INTELLIGENCE
AND DATA WAREHOUSE
To understand the relationship between BI and Data

warehouse, lets first understand what is Data
warehouse?

DATA WAREHOUSE
It consists of a huge storage of data gathered from single or many sources to aid the process of making an
informed decision at any level of an enterprise.
A typical data warehouse follows an ETL (Extract, Transform, Load) process.

ETL
Extract Transform Load

The first step in using Data The Data which has been Once the data is being
Warehousing is to extract data extracted, may not come in the transformed, its ready to be
from single or multiple sources to desired format or size etc, so there loaded in targeted tables.
load in its environment. may be the need to transform the
incoming data to meet business
requirements and objects.
RELATION BETWEEN BUSINESS INTELLIGENCE AND
DATA WAREHOUSE (CONT.)
A Business Intelligence tool takes data from a Data warehouse to generate reports and help the end user to
make informed decision. By this, we can call Data warehouse as a part of a complete Business Intelligence
process.
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BI TOOLS
• Microsoft Power BI
• ReportPlus
• Tableau
• QlikView
• Sisense
• SAP BusinessObjects Lumira
• Looker
• SAP Crystal Reports
• datapine
• SAP Business Intelligence
• Zoho Analytics
• Vista
• Yellowfin
• Clootrack
• Answer Dock
• Hotjar
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MICROSOFT POWER BI ( MSPBI ) INTRODUCTION

Microsoft Power BI ( MSPBI )
introduction
1. Power BI introduction and overview
2. Power BI Architecture
3. Introduction and Power BI in Excel
4. Connecting with Data
5. Why Choose Power BI over Excel

POWER BI INTRODUCTION AND OVERVIEW
Power BI is a collection of software/tools that works in synchronisation to turn unrelated sources of data into
meaningful and interactive insights.
Power BI support 100’s of data sources including the most common one’s like Excel spreadsheets, Text/CSV, SQL,
Oracle etc.
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PARTS OF POWER BI
Power BI Desktop Power BI mobile apps

A Windows desktop application. for Windows, iOS, and Android devices
01 03
02
Power BI service
04
Power BI Report Server
An online SaaS (Software as a Service) service to publish Power BI reports to an on-premises
report server, after creating them in
POWER BI FLOW
Power BI Flow
It starts with connecting to data then transforming it, building relationships and finally creating
reports and publishing it to Power BI service. Later it can be shared so that end users in the
Power BI service and mobile devices can view and interact with the report.

POWER BI ARCHITECTURE
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INTRODUCTION TO POWER BI DESKTOP
Power BI Flow
It starts with connecting to data then transforming it, building relationships and finally creating
reports and publishing it to Power BI service. Later it can be shared so that end users in the
Power BI service and mobile devices can view and interact with the report.

WHY CHOOSE POWER BI OVER EXCEL
• Store and analyse huge amount of data smoothly: With powerful compression
algorithms to import and cache the data within the .PBIX file, it can easily handle
huge data bases. On the other hand Excel struggles even in opening an file having
few hundred thousands of rows.
• Find Data insights and show trends in minutes: With build-in time intelligence
functions, it becomes very easy to dig into vast amount of data and draw trend
(unlike Excel).
• User Friendly Report Interface: Its just about drag and drop of the fields when it
comes create impressive visualizations. Even a complex report with diverse
visualizations won’t take more then 10 to 20 mins to create. If you think that pre-
enabled visualizations are not enough then you can import a custom visualization
anytime in just few clicks from the library of 100’s of custom visuals.
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WHY CHOOSE POWER BI OVER EXCEL (CONT.)
• Publishing and Sharing the Report: Just by hitting the publish button, one can
publish the report on Power BI service and whosoever has an access to it can view
the updated report or dashboard always. On the other hand in Excel, one need to
send emails or putting in the share drive or share point and telling them that we
have updated the file.
• Defining Roles: Power BI gives us an option to define roles to make sure people from
different departments or locations can see only their respective data (Which can’t be
done in Excel).
Page 21 Power BI (in-depth Understanding)

PROJECT INTRODUCTION & GETTING STARTED

Project Introduction & Getting
Started
Project Information
How to get Power BI desktop
Power BI Desktop Interface
Change Default Settings

PROJECT INTRODUCTION
Situation:
You have been hired by “Big Market”, an American Retail Corporation, to design and deliver the end-to-end
business intelligence solution.
Given:
You will be given CSV files, containing the sales, customer, products etc for 2 years.
Expected:
Client want’s to track not only KPI’s (i.e. Sales, Profit, Cost, Return) but also the product level performance,
forecast, regional level comparisons, and want to identify high value customers.

HOW TO GET POWER BI DESKTOP?
• Go to https://www.microsoft.com/en-us/download/details.aspx?id=45331 Check for the system requirements and

hit the download button and you are good to go.

PBI DESKTOP - FIRST SCREEN
Below is the first screen you will get, once you open PBI desktop. You will be prompted to sign-in but sign-in is
required only when it comes to publish the report to PowerBI.com, rest the whole model can be created without sign-
in.
Note: Sign-in can be done only using an official email ID. i.e. it can not accept personal email ids like gmail, yahoo etc.
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POWER BI DESKTOP INTERFACE
Sign-in to
Tabs Publish Power BI
Report Name Service
Report
Different Views
(Report, Data &
Relationship)
Drop Fields and

Format pane
Fields Pane
Add new page
Page Name
Feature Update
PagN
e otification
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POWER BI DESKTOP INTERFACE (CONT.)
• Report Name: We can rename the report while saving the same for the first time.
• Views:
• Report View – Under this we can use different visualizations to build report.
• Data View – Once data is being loaded to PBI Desktop, the same can be seen here in the form of tables and
fields. Here we can create calculated columns and measures.
• Relationship View – This view is useful to build relationship to create data model.
• Page Name: We can have multiple pages into a single report. Each page contributes a part of a report.
Its just like “Sheet” tabs in MS Excel.
• Add New Page: By clicking the plus sign, we can add new page in the report.
• Tabs:
• Home: This is a general purpose tab and used for connecting new data, editing queries etc.
• View: One can set the view and even design the phone layout too.
• M od elling :C reating new tables, parameters etc. can be done her
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• Help: It’s a good resource to learn this program and even post your queries in PBI forums/community.
POWER BI DESKTOP INTERFACE (CONT.)
• Publish Report: This helps in publishing the reported created in Power BI desktop to Power BI Service.
• Sign-In: To publish the report or importing new visualizations, one has to sign into Power BI service.
• Visualization Pane: Here we can choose among many visualizations like charts, slicers, maps etc.
• Filters Pane: PBI Desktop provides three levels of filters i.e. Visual, Page & Report level filter.
• Drill-Through Filter: Helps in accessing the detailed report of an item.
• Drop Fields pane: As every visualization needs one or multiple fields to show data into it. This pane
facilitate to drop the desired fields from the fields pane.
• Format Pane: Every visualization has different formatting options, this pane helps in formatting the
selected visualization.
• Fields Pane: Show all the connected data tables and fields.
• Feature Update Notification: This will show a notification for any new update released from Microsoft
PBI team.
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CHANGE DEFAULT SETTINGS
• Go to File -> Options & Setting -> Options.

• Data Load – Deselect “Update Relationships” and
“Autodetect new relationships after data is
loaded”
• Regional Settings – select “English (United States)”
• Preview Features – deselect any active feature

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CONNECT TO VARIOUS DATA SOURCES

Connecting Power BI with Different
Data sources
1. Connect to CSV files
2. Connect to Excel
3. Connect to text
4. Connect to SQL Server
5. Connect to a Web page
6. Enter data directly
7. Analysis Services Tabular data
8. Connect to Direct SQL Query

CONNECT TO CSV/TEXT/EXCEL FILES
Home Tab -> Get Data -> Click on Text/CSV or Excel -> Choose File -> Open
3
4
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CONNECT TO CSV/TEXT/EXCEL FILES (CONT.)
• When we click on the open button, a new

dialogue box will get open. In which,
following delimiter can be selected to
extract the data–
• Comma
• Colon
• Equal sign
• Semicolon
• Space
• Tab
• Custom
• Fixed with

Here we have two options: Edit and Load.

1. Edit will take take us in Power Query editor page. Where we can do necessary formatting, calculation and re-
arrange data. Then click on close & Apply. Data will be upload into the PowerBI Desktop.

2. Load will directly upload the data into PowerBI Desktop.

CONNECT TO SQL SERVER
Home Tab -> Get Data-> Choose SQL server Database or More-> Choose SQL server database -> Connect

CONNECT TO SQL SERVER (CONT.)
• Following are the list of available fields in order to connect Power BI desktop to SQL Server Database
• Server- In this section we will provide default SQL server Instance
• Database- If we want to use custom SQL query then this option is required
• Data Connectivity Mode- Choose whether we want to import or directly connect through query

Windows – Here we can access the SQL Server database using our windows credentials

Once PBI Desktop is connected to SQL server, it will open up navigator to choose the files or tables we would like to
connect in our model.

After selecting the tables that needs to be added in the model, we can click on “Load” to load them into PBI
environment directly.

Once loaded, now we can access all the fields of the

SQL server database tables into the report view of PBI
desktop.

CONNECT TO A WEB PAGE
Home Tab -> Get Data -> Web data -> Type the URL -> Connect

CONNECT TO A WEB PAGE (CONT.)
Once Power BI desktop connects with the web page, it present the data available into the navigator window. When
we click on any table showing inside the navigator pane, it will display the preview of data. When we select the Load
option in the nevigator, Power BI imports the selected item data and make them visible inside the Fields Tab.
Click Load
ENTER DATA DIRECTLY
Home Tab -> Enter Data
This will trigger “Create Table” dialogue box.

ENTER DATA DIRECTLY (CONT.)
To Insert a new Column or row

just click on the asterisk (*) Enter Column
symbol which is showing on the

both sides of the Column and
Row.
At the bottom , we can define Enter Row
Table Name for example –
Customer data
Click load to load data in PBI
Enter Table Name

ENTER DATA DIRECTLY (CONT.)
Once the data is loaded, all the fields can be accessed in PBI.
Table & Fields

CONNECT TO DIRECT SQL QUERY
Home -> Get Data -> SQL server database -> Type server Name -> Type Database (Optional) -> Click on Direct Query.
Enter the credentials to access the database.
Note: Rest of the steps are same as we discussed above in “Connect to SQL Server Database”.

Power Query for Data
Transformation

Power Query for Data
Transformation
Using SQL Different versions of Power Query
Power Query Introduction
Query Editor
Transformation GUI
Row Transformations
Column Transformations
Data Type
Adding Column
Text Transformations
Number Column Calculations
Date and Time Calculations
Data types, Lists, Records, and tables in M
M built-in functions
Writing Custom Functions

POWER QUERY
Power Query act as an “ETL” tool for Power BI i.e. it Extracts data from one or multiple sources, Transform that data
and finally Load it into Power BI environment.
It also facilitates an “Applied Steps” feature, where whatever we do, will get recorded as steps and upon updating the
source data, all those steps will get applied to them automatically and this way the creator of the report needs not to
repeat the steps.
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HOW TO OPEN POWER QUERY EDITOR?
Power query editor is a separate window which can be accessed by either of the following ways:
1. Power BI window Home -> Get Data -> Choose the respective data source -> Browse the file -> “Edit”. (Here
“Edit” button will open Query editor).
2. Power BI window Home -> “Edit Queries”
 
Click “Edit”
Click “Edit Queries”
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POWER QUERY EDITOR INTERFACE
Tabs
Formula Bar
Close & Apply
Table Name
Queries Pane
Applied Steps

POWER QUERY EDITOR INTERFACE (CONT.)
• Queries pane: This will show all the queries or the data with which our model is connected to.
• Applied Steps: List of steps that has been recorded while using the Power Query Editor. When the data in the data
source will be updated then we need to just refresh our Power BI model and all the transformation steps which has
been recorded by the Query Editor will get applied to updated data and that saves lots of repetitive work and time.
• Table Name: We can rename the table name to something that helps in recognizing the same in Power BI
environment.
• Formula Bar: As Power BI use “M Code” language. The same can be seen here for each applied steps been
recorded by Query Editor.
• Tabs:
• File: General customizations related to Query Editor window can be done here.
• Home: Major options can be found under this tab like Get Data, Append & Merge Query, Data source settings etc.
• Transform: This helps in transforming the existing column(s) like changing the data types, change formatting, Pivot or
Unpivot columns etc. (Note: These operations will be applied only on the selected column(s).
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POWER QUERY EDITOR INTERFACE (CONT.)
• Add Column: This add a new column based on calculation or existing column.
• View: Here we can turn on or off the formula bar, whitespace etc.
• Help: It’s a good resource to learn this program and even post your queries in PBI forums/community.
• Close & Apply: Once transformation of the data is done, hitting this button, Power Query will load the data into
Power BI and apply all the recent changes.
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DATA TYPES
• Make sure the suitable data type must be assigned to each column.

MERGE & APPEND QUERIES
Merge Queries Append Queries
• This allow us to join two tables based

• It allow us to combine two or more
on one common column (like Vlookup
tables that shares the same table
function in Excel)
structure and data types.
• Example: Merging Sales & Product
• Example: Appending two years of sales
table based on Product key in both the
data.
tables.
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INCLUDE IN REPORT REFRESH
• Once we click the “Refresh” command from the home

tab in Power BI desktop window, it will refresh all the
queries present in Query editor. But queries which
won’t change often like lookup table (e.g. Product
table, Territory Table etc.), we can set it to exclude from
refresh by right clicking on the query in Query editor
window and deselecting “include in Report Refresh”
option.

DEFINING DATA CATEGORIES
Data Categories are used to define geographical data. This

will help in plotting the same on the 3D map, where the
“Bing map” will recognize these fields.
To define the same, select the respective column and then

go to Modelling tab in Power BI desktop and choose the
related option.

Data Modelling in Power BI

Data Modelling in Power BI
Data Model
Lookup Tables
Primary & Foreign Key
Creating Table Relationships
Snowflake Schemas
Editing Relationships
Relationship Cardinality
Filter
Introduction to DAX
Calculated Columns
Measures
Implicit & Explicit Measures
Calculated Tables
Row Context vs Set Context
Advanced calculations using Calculate functions
Time Intelligence Functions

DATA MODEL
• When the collection of two or more independent tables are connected through
relationships based on common fields forms a Data Model.
• Data Modelling helps in building custom calculations on the existing tables, which
can further be used directly into Power BI visualizations.

WITHOUT DATA MODEL
In our sample data, if the relationship between returns table and products table do not exist then using the fields in
the report view from both of these tables will leads to independent and meaningless results.

WITH DATA MODEL
Now both returns and Product tables are connected. Here, we are getting the correct result.

BUILDING RELATIONSHIPS
• This can be done by either picking up common keys and dropping them
on related table or by using “Manage Relationship” option.

UNDERSTANDING “SNOWFLAKE” SCHEMAS
When a Lookup table has a primary key which doesn’t exist as foreign key in a Data table but in another lookup table,
which in turn is connected to the data table, the relationship formed between the Lookup Tables called a “Snowflake”
schemas.

EDITING EXISTING RELATIONSHIPS
In the relationship view either one can double click on the relationship thread or can go to Home -> Manage
Relationships.

ACTIVE AND INACTIVE RELATIONSHIPS
Having two foreign keys in a data table can facilitate two relationships with one Lookup Table at the same time. But
only one can be activated at one time. E.g. date field in calendar lookup table can have two relationships with Sales
table with “Transaction Date” and Stock Date” field. But only one can remain active at one time.
Note: An inactive relation will be shown as a dotted line in relationship view.

RELATIONSHIP CARDINALITY
• Cardinality refers to the uniqueness of values in a column. Here, high cardinality means higher number
of unique values and low cardinality means higher number of repetitive values.

FILTER FLOW
• Filter flow passes downstream from lookup tables to data tables

BOTH-WAY FILTER
We can have both-way filter too i.e. it can flow from Lookup table to Data table and at the same time Data table to
lookup table.
Note: This can be dangerous to have both way filter when we have more then one Data table in the model.

HIDING FOREIGN KEYS
Its quite usual for any user to use foreign key, which will give us an incorrect result. To make user forcefully use a
Primary key, we can hide the foreign keys from the report view.

Introduction to DAX
Data Analysis Expressions (DAX) is a collection of operators and functions used to calculate and
return one or more values. This helps in creating new and meaningful information from existing
data present in our model.
We can use DAX by either creating a “Calculated Column” or by creating “Measures”.

CALCULATED COLUMNS
• These are new formula based columns which can be added into the tables. These are calculated based entire
column or table. It understand row context, so for basic statistical functions like sum, count, average etc. this
will not be useful.

MEASURES
• Measures are used to create new calculated values. These also works on
entire columns or tables and entertain filter context. These values can’t
be seen in data view.

MEASURES VS. CALCULATED COLUMNS
Measures Calculated Columns
• Creates new calculated value • Create new column

• Understand filter context • Understand row context
• Works on entire column or table • Works on entire column or table
• Can only be seen in Report view • Can be seen in both Data and Report
• Doesn’t increase file size view
• Increase file size
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ADDING MEASURES
• Measures can be added either by right clicking within the table or by using “Quick Measures”.

IMPLICIT & EXPLICIT MEASURES
• Implicit Measures
These are being create when we drag a numerical field into the values pane of a visualization in the report
view and choose any pre-defined calculation on the same like Sum, count, average etc. These can be
accessed only in the visualization where these has been created.
• Explicit Measures
These are being created by entering the DAX function. These can be accessed anywhere in the report and
can be used in other DAX calculations too.
CALCULATED TABLES
• Calculated Tables are the new tables to be added to the model using DAX. Usually we import data from
different sources and use them as tables in Data and report view but Calculated tables are being
created using DAX on existing data.

DAX Operators

ARITHMETIC OPERATORS

COMPARISON OPERATORS

TEXT CONCATENATION OPERATORS

LOGICAL OPERATORS
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DAX FUNCTIONS CATEGORIES
► Date and time
► Time-intelligence
► Filter
► Information
► Logical
► Math & Trigonometry
► Other
► Parent and Child
► Statistical
► Text
DATE AND TIME FUNCTIONS
• CALENDAR
• NOW
• CALENDARAUTO
• SECOND
• DATE
• TIME
• DATEDIFF
• TIMEVALUE
• DATEVALUE
• TODAY
• DAY
• UTCNOW
• EDATE
• UTCTODAY
• EOMONTH
• WEEKDAY
• HOUR
• WEEKNUM
• MINUTE
• YEAR
• MONTH
• YEARFRAC

TIME-INTELLIGENCE FUNCTIONS ► PREVIOUSDAY
► PREVIOUSMONTH
• FIRSTDATE
• CLOSINGBALANCEMONTH • FIRSTNONBLANK ► PREVIOUSQUARTER
• CLOSINGBALANCEQUARTER • LASTDATE ► PREVIOUSYEAR
• CLOSINGBALANCEYEAR • LASTNONBLANK
► SAMEPERIODLASTYEAR
• DATEADD • NEXTDAY
• DATESBETWEEN • NEXTMONTH
► STARTOFMONTH
• DATESINPERIOD • NEXTQUARTER ► STARTOFQUARTER
• DATESMTD • NEXTYEAR ► STARTOFYEAR
• DATESQTD • OPENINGBALANCEMONTH
► TOTALMTD
• DATESYTD • OPENINGBALANCEQUARTER
• ENDOFMONTH • OPENINGBALANCEYEAR
► TOTALQTD
• ENDOFQUARTER • PARALLELPERIOD
• ENDOFYEAR

FILTER FUNCTIONS
• ADDMISSINGITEMS
• ALL • FILTERS
• ALLCROSSFILTERED • HASONEFILTER
• ALLEXCEPT • HASONEVALUE
• ALLNOBLANKROW • ISCROSSFILTERED
• ALLSELECTED • ISFILTERED
• CALCULATE • KEEPFILTERS
• CALCULATETABLE • RELATED
• CROSSFILTER • RELATEDTABLE
• DISTINCT (column) • SELECTEDVALUE
• DISTINCT (table) • SUBSTITUTEWITHINDEX
• EARLIER • USERELATIONSHIP
• EARLIEST • VALUES
• FILTER

INFORMATION FUNCTIONS
• CONTAINS
• CUSTOMDATA • ISNONTEXT
• IN Operator / CONTAINSROW function • ISNUMBER
• ISBLANK • ISODD
• ISERROR • ISONORAFTER
• ISEVEN • ISTEXT
• ISINSCOPE • LOOKUPVALUE
• ISLOGICAL • USERNAME

LOGICAL FUNCTIONS
• AND
• False
• IF
• IFERROR
• IN
• NOT
• OR
• SWITCH
• True

MATH & TRIGONOMETRY FUNCTIONS ► POWER
• EVEN ► PRODUCT
• EXP
• ABS
• FACT
► PRODUCTX
• ACOS
• ACOSH
• FLOOR ► QUOTIENT
• GCD
• ASIN
• INT ► RADIANS
• ASINH
• ATAN
• ISO.CEILING
► RAND
• LCM
• ATANH
• LN ► RANDBETWEEN
• CEILING
• LOG
• COMBIN ► ROUND
• LOG10
• COMBINA
• MOD ► ROUNDDOWN
• COS
• MROUND
• COSH
• ODD
► ROUNDUP
• CURRENCY
• PI ► SIGN
• DEGREES
• DIVIDE ► SQRT
► SUM
Power BI (in-depth Understanding) ► SUMX Page 91
► TRUNC
OTHER FUNCTIONS
• DATATABLE
• ERROR
• SELECTEDSMEASURE
• EXCEPT
• SELECTEDMEASUREFORMATSTRING
• GENERATESERIES
• SELECTEDSMEASURENAME
• GROUPBY
• SUMMARIZECOLUMNS
• INTERSECT
• Table Constructor
• ISEMPTY
• TREATAS
• ISSELECTEDMEASURE
• UNION
• NATURALINNERJOIN
• VAR
• NATURALLEFTOUTERJOIN

PARENT & CHILD FUNCTIONS
• Understanding functions for Parent-Child

Hierarchies
• PATH
• PATHCONTAINS
• PATHITEM
• PATHITEMREVERSE
• PATHLENGTH

STATISTICAL FUNCTIONS ► MIN ► RANK.EQ
► MINA ► RANKX
• COUNTROWS ► MINX ► ROW
• ADDCOLUMNS • COUNTX
• APPROXIMATEDISTINCTCOUNT • CROSSJOIN
► NORM.DIST ► SAMPLE
• AVERAGE • DISTINCTCOUNT
► NORM.INV ► SELECTCOLUMN
• • EXPON.DIST
AVERAGEA
• GENERATE ► NORM.S.DIST S
• AVERAGEX
• BETA.DIST • GENERATEALL
► NORM.S.INV ► SIN
• BETA.INV • GEOMEAN
• CHISQ.INV • GEOMEANX ► PERCENTILE.EXC ► SINH

• CHISQ.INV.RT • MAX
► PERCENTILE.INC ► STDEV.S
• CONFIDENCE.NORM • MAXA
• CONFIDENCE.T • MAXX ► PERCENTILEX.EX ► STDEV.P

• COUNT • MEDIAN
C ► STDEVX.S
• COUNTA • MEDIANX
• COUNTAX ► PERCENTILEX.IN ► STDEVX.P

• COUNTBLANK C ► SQRTPI
► PERMUT ► SUMMAPaRge 9I4ZE
► POISSON.DIST ► T.DIST
TEXT FUNCTIONS
• BLANK
• MID
• CODE
• REPLACE
• COMBINEVALUES
• REPT
• CONCATENATE
• RIGHT
• CONCATENATEX
• SEARCH
• EXACT
• SUBSTITUTE
• FIND
• TRIM
• FIXED
• UNICHAR
• LEFT
• UPPER
• LEN
• VALUE
• LOWER
Reports in Power BI

Reports in Power BI
Connect to Direct SQL Query in Power BI Desktop
Create a new Power BI report
The report editor in Power BI
Add a page to a Power BI report
Add a filter to a report in Power BI
Save a report in Power BI
About filters and highlighting in Power BI reports
How to use report filters
Analyze in Excel
Change how visuals interact in a report
Open a Power BI report in Reading View
Go from Reading View to Editing View in Power BI
Interact with a report in Editing View in Power BI
Aggregates (sum, average, maximum, etc.) in Power BI
Rename a report in Power BI
Page display settings in a Power BI report
Duplicate a report page in Power BI
Delete a page from a Power BI report
Power BI (in-depth Understanding Delete a
report from Power BI 97
Rename a report page in Power
CONNECT TO DIRECT SQL QUERY IN DESKTOP
DirectQuery – no data is imported or copied into Power BI Desktop. For relational sources, the selected tables and
columns appear in the Fields list. For multi-dimensional sources like SAP Business Warehouse, the dimensions and
measures of the selected cube appear in the Fields list. As you create or interact with a visualization, Power BI
Desktop queries the underlying data source, which means you’re always viewing current data.
Many data modeling and data transformations are available when using DirectQuery, though with some limitations.
When creating or interacting with a visualization, the underlying source must be queried and the time necessary to
refresh the visualization is dependent on the performance of the underlying data source. When the data necessary to
service the request has recently been requested, Power BI Desktop uses recent data to reduce the time required to
display the visualization. Selecting Refresh from the Home ribbon will ensure all visualizations are refreshed with
current data.
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REPORT VIEW (INTERFACE)
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POWER BI DESKTOP FILTERS
➢ Visual Level Filter: This gets applied to only to the active visual.
➢ Page Level Filter: This gets applied to all the visuals in the existing page.
➢ Report Level Filter: This gets applied to all the visuals in all the existing
pages in the report.
Page
100
REPORT INTERACTIONS
By default, all the visualizations are connected to each other and filtering items in one visual will impact others too.
Through “Edit interactions” we can prevent certain visualizations to get filtered.
Page
101
Reports and Visualisation
types in Power BI
Page
Reports and Visualization types in
Power BI
Types of visualization in a Power BI report
Custom visualization to a Power BI report
Types of visualization in a Power BI report
Add a custom visualization to a Power BI report
Download a custom visual from the gallery
Getting started with color formatting and axis properties
Change how a chart is sorted in a Power BI report
Move, resize, and pop out a visualization in a Power BI report
Drill down in a visualization in Power BI

TYPES OF VISUALIZATION IN A POWER BI REPORT
• Area
• Slicer
• Stacked Area
• Table
• Bar/Column
• Matrix
• Clustered Bar/Column
• Doughnut
• 100% Stacked Bar/Column
• Funnel
• Combo
• Gauge
• Ribbon
• Line
• Treemap
• Pie
• 3D Map
• Scatter
• Filled Map
• Wanterfall
• Card/KPI
Page
CUSTOM VISUALIZATION TO A POWER BI
Power BI also provides us an option to download custom visualization from the Microsoft App store.
Page 105
VISUALIZATION SETTINGS
These settings are different for each visualization.
Page 106
VISUALIZATION DRILL DOWN OPTION
When a visual has a hierarchy, it supports drill down/up feature e.g. putting “Product Category, Sub-Category and
Product” into a matrix will automatically enable dill down/up feature.
Page 107
KPI VISUAL
These are useful when it comes to compare actual versus target.
Page 108
DRILLTHROUGH FILTERS
It helps in creating a dedicated page for specific entities. A detailed page can be created for the user to dig-in from the
dashboard. The moment we add a drillthorugh filter, Power BI automatically adds a back button to go back to the
overview.
Page 109
Dashboard in Power BI
Page
Dashboard in Power BI
Create a Power BI dashboard
Dashboard tiles in Power BI
Pin a tile to a Power BI dashboard from a report
Pin a tile to a Power BI dashboard from Excel
Power BI publisher for Excel
Pin an entire report page to a Power BI dashboard
Data alerts in Power BI service
Add an image, text box, video, or web code to your dashboard
Edit a tile -- resize, move, rename, pin, delete, add hyperlink
Tips for designing a great Power BI dashboard
Print a dashboard, print a dashboard tile, print a report page
Display dashboards and reports in Full Screen mode (TV mode)
Display a dashboard tile in Focus mode
Featured dashboards in Power BI
Create a phone view of a dashboard
Add an image to a dashboard

POWER BI DASHBOARD
• This is a single page view of overall story through visualizations. For detailed
summary, user can visit the related reports.
• Dashboard is a feature of Power BI Service. This is unavailable in Power BI Desktop.
A pro license if needed to access Power BI Service.
Page
ADVANTAGES OF A DASHBOARD
➢ Due to one pager, it’s a huge timesaving way to monitor KPI’s.

➢ It can be accessed from anywhere using PBI Mobile app.
➢ Data used in the visuals may come from on-premises and/or cloud data.
➢ Its highly interactive.
➢ Tiles used in a dashboard gets updated automatically once the
underlying data changes/updated.
Page
DIFFERENCE BETWEEN DASHBOARD & REPORT
Dashboard Report
• Data source can be one or more reports

• Data source can be only single dataset
or data sets
per report
• Only One page
• One or more pages
• Not available in PBI Desktop
• Available in PBI Desktop
• We can’t do filtering or slicing in a
• Filtering or slicing can be done here
Dashboard
Po
agwee1r1B4I (in-depth Understanding)
TILES IN DASHBOARD
One can add a new tile from within the Dashboard. Clicking on these tiles will take back into the report. Even a whole
report page can be pinned to dashboard. This is also considered as pinning a live tile because tiles from reports are
synced and upon any update in report will update these tiles in dashboard too.
Page 115
PIN AN ENTIRE REPORT PAGE TO PBI DASHBOARD
• If the requirement is to pin more then one visualization in the dashboard then its better to pin the
entire report. When we pin the complete page then the tiles become live, we can interact with them
directly from the dashboard.
Page
DATA ALERTS IN POWER BI SERVICE
• Setting a data alert is possible with Power BI Pro license. Alerts can only be set on the tiles pinned from report
visuals, and only on gauges, KPI’s and cards. Alerts can’t be set on the streaming tiles created directly on the
dashboard.
Page
CREATE A PHONE VIEW OF A DASHBOARD
• Viewing dashboard in a portrait mode on a phone will laid the tiles out as one after another in same
size. In PBI service, we can create a customized view of the dashboard, specially for the portrait mode on
the phone.
Page
Data Refresh in Power BI

Data Refresh in Power BI
Configure scheduled refresh
Refresh a dataset created from a Power BI Desktop file – local
Refresh a dataset created from a Power BI Desktop file – cloud
Refresh a dataset created from an Excel workbook – local
Disable privacy settings

CONFIGURING SCHEDULED REFRESH
• Gateway Connection
• Data Source Credentials
• Schedule Refresh
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POWER BI

You can simply reach me out at [email protected] or call me at +91 96642

2 Microsoft Power BI ( MSPBI ) introduction

3 Project Introduction and Getting Started

4 Connect to various Data Sources

CONTENTS 5 Power Query for Data Transformation

6 Data Modelling In Power BI

8 Reports & Visualization types in Power BI

Power BI (in-depth Understanding) 3

Power BI (in-depth Understanding) 4

2. The importance of Business Intelligence

3. The relation between Business Intelligence and Data Warehouse

4. Tools and Technologies in Business Intelligence area

Power BI (in-depth Understanding) 5

Power BI (in-depth Understanding) Page 6

To understand the relationship between BI and Data

Power BI (in-depth Understanding) Page 7

Power BI (in-depth Understanding) Page 8

Extract Transform Load

Power BI (in-depth Understanding) 13

3. Introduction and Power BI in Excel

4. Connecting with Data

5. Why Choose Power BI over Excel

Power BI (in-depth Understanding) 14

Power BI Desktop Power BI mobile apps

Power BI (in-depth Understanding) Page 17

Power BI (in-depth Understanding) Page 19

Page 20 Power BI (in-depth Understanding)

Page 21 Power BI (in-depth Understanding)

Power BI (in-depth Understanding) 22

Power BI (in-depth Understanding) 23

Power BI (in-depth Understanding) Page 24

• Go to https://www.microsoft.com/en-us/download/details.aspx?id=45331 Check for the system requirements and

Power BI (in-depth Understanding) Page 25

Drop Fields and

Add new page

• Go to File -> Options & Setting -> Options.

Power BI (in-depth Understanding)

Power BI (in-depth Understanding) 31

Power BI (in-depth Understanding) 32

• When we click on the open button, a new

Power BI (in-depth Understanding) Page 34

Here we have two options: Edit and Load.

Power BI (in-depth Understanding) Page 35

2. Load will directly upload the data into PowerBI Desktop.

Power BI (in-depth Understanding) Page 36

Power BI (in-depth Understanding) Page 37

Power BI (in-depth Understanding) Page 38

Power BI (in-depth Understanding) Page 39

Power BI (in-depth Understanding) Page 40

Power BI (in-depth Understanding) Page 41

Once loaded, now we can access all the fields of the

Power BI (in-depth Understanding) Page 42

Power BI (in-depth Understanding) Page 43

This will trigger “Create Table” dialogue box.

Power BI (in-depth Understanding) Page 45

To Insert a new Column or row

symbol which is showing on the

Click load to load data in PBI

Enter Table Name