Part- C: Power BI

1. Introduction to Power BI- Get Started with Power BI - Sign up for Power BI - Overview: Power BI data
sources - Connect to a SaaS solution - Upload a local CSV file - Connect to Excel data that can be refreshed
- Create a Report with Visualizations

2. Using visualizations - Create a new report - Create and arrange visualizations - Format a visualization - Use
text, map, and gauge visualizations and save a report - Use a slicer to filter visualizations - Sort, copy, and
paste visualizations

3. Modify and Print a Report - Rename and delete report pages - Add a filter to a page or report Set
visualization interactions - Send a report to PowerPoint

4. Create a Dashboard - Create and manage dashboards - Pin a report tile to a dashboard - Pin a live report page
to a dashboard - Pin a tile from another dashboard - Pin an Excel element to a dashboard - Add a tile to a
dashboard
 1. Introduction to PowerBI-Get Started with PowerBI-Sign up for PowerBI-
Overview:PowerBI data sources-Connect-to-a-SaaS solution-Uploada local CSV
file- Connect to Excel data that can be refreshed-Create a Report withVisualizations

Introduction to PowerBI

Power BI is a Data Visualization and Business Intelligence tool that converts data from different
data sources to interactive dashboards and BI reports. Power BI suite provides multiple software,
connector, and services - Power BI desktop, Power BI service based on Saas, and mobile Power
BI apps available for different platforms. These set of services are used by business users to
consume data and build BI reports.

Connect-to-a-SaaS solution

Power BI desktop app is used to create reports, while Power BI Services (Software as a Service -
SaaS) is used to publish the reports, and Power BI mobile app is used to view the reports and
dashboards.Power BI Desktop is available in both 32-bit and 64-bit versions.

Power BI data sources:

To see available data sources, in the Home group of the Power BI Desktop ribbon, select the Get
data button label or down arrow to open the Common data sources list. If the data source you want
isn't listed under Common data sources, select More to open the Get Data dialog box.

Data Analytics Lab Manual DSCASC

Connect to Excel data

Click on Get data -> Choose File

Select The Appropriate sheet

Click On Load or Transform Data

Load – Click on Load If the data is perfect, no change required or no calculated field required on
the topof data.

Transform Data – If the data is incomplete you want to add some column or remove any field,
basicallyfor the formatting of data click on transform data and apply the changes you need then
click on close &apply.

Data Analytics Lab Manual DSCASC

It will load automatically and visible in the fields section.

Data Analytics Lab Manual DSCASC

2. Using visualizations-Create a new report-Create and arrange visualizations-Format a
visualization-Use text,map,and gauge visualizations and save a report-Use a slicer to
filter visualizations-Sort,copy,and paste visualizations

Create a new report: Create a new report: Power BI offers two maintools for creating reports:
Power BI Desktop and Power BI Service
Open Power BI Desktop->Select Visual->Add data fields (from Rightcorner)

Drag and drop the data fields to the canvas to create visualization.
Report consists of multiple visualization including bar chart, pie chart,map, gauge, etc…
Format a visualization:
Select visual->click on the format option->More options

Data Analytics Lab Manual DSCASC

Format the visual using formatting pane as per your interest

Text:- Text can be used to tell a story within your Power BI report. Bycombining text with visuals,
you can create a informative report.
Open Power BI desktop->Text box->Name the Report

Data Analytics Lab Manual DSCASC

Create Map Visual: Maps are an excellent way to visualize data that has a geographic
component. They allow you to represent data in the context of locations, regions, or points on a
map, making it easier to understand spatial patterns and relationships you can apply a filter to
show data for a particular city, state, or country, and the map visual will adjust to display data
only within theselected location.

Arrange the visual: The arrangement of visuals in a Power BI reportplays a crucial role
in effectively communicating the insights and information to the report's audience. A well-
organized layout can make it easier for users to understand the data, draw insights, and
make informed decisions.

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How to save Report: File->Save as->Select folder->save

Data Analytics Lab Manual DSCASC

 3. Modify and Print a Report-Rename and delete report pages-Add a filter to a page or
report Set visualization interactions-Send a report to PowerPoint

Modify the report: You can change the data source by going to the "Home" tab and selecting "Edit
Queries." This allows you to modify thedata source, apply transformations, and load new data.
Transform data->power Query editor->right click on anycolumn->remove /duplicate column

Rename: Open Power BI Report->right click on page->rename page

Delete :open Power Bi Report->right click on page->delete page

Page-3 is deleted from the report.

Copy and paste: use “ctrl c” for copy and “ctrl v” for paste from onepage to another page
Donut chat is copied from report page to page 2 using standard copy,paste functionality

Report to Power Point: create Power BI official account->login using chrome->my workspace-
>select and open the report->export->powerpoint
4. Create a Dashboard-Create and manage dashboards-Pin a report tile to a dashboard-Pin a
live report page to a dashboard-Pin a tile from another dashboard-Pin an Excel element to a
dashboard-Add a tile to a dashboard

Creating dashboard:
Open Power BI Service->my workspace->open
Report->edit->click on the visual/tile->pin->create newdashboard->Pin->go to dashboard

Dashboard:- Multiple tiles/visual are pinned to dashboard

Manage Dashboard:-
Edit the dashboard or change the theme of the Dashboard, pin themultiple visuals that gives meaningful
insights to take decision.