PL-300 | Instructor Demos

Contents

PL-300 | Instructor Demos ....................................................................................... 1

0: Demo setup............................................................................................................ 2

1: Get Started with Microsoft Data Analytics ....................................................... 3

2: Prepare Data in Power BI .................................................................................... 4

3: Clean, Transform, and Load Data in Power BI ............................................... 5

4: Design a Data Model in Power BI ..................................................................... 7

5: Create Measures using DAX in Power BI......................................................... 8

6: Optimize Model Performance .......................................................................... 10

7: Create Reports ...................................................................................................... 12

8: Perform Data Analysis......................................................................................... 14

9: Create and Manage Workspaces ..................................................................... 15

10: Manage Files and Datasets in Power BI ........................................................ 16

11: Create Dashboards ............................................................................................. 18

12: Row-level Security .............................................................................................. 19

0: Demo setup
VM setup

1. Sign in to the virtual machine environment using the Student account.

2. Open Microsoft Edge, then navigate to https://powerbi.com and sign in using the instructor
account.

Tip: If prompted to change the password, be sure to record it in the

D:\PL300\Demo\Setup\MySettings.txt file.

3. In the Power BI service, accept the Power BI Pro trial.

First demo setup

4. Create a workspace and use the D:\PL300\Demo\Resources\Icon-Star.jpg image as its icon.

5. Open the D:\PL300\Demo\Setup\Sales Analysis.pbix file in Power BI Desktop.

6. In Power BI Desktop, sign in by using the instructor account.

7. Publish the report to the workspace you created earlier.

8. In the Power BI service, open the Sales Analysis report, and then pin the column/line chart visual
to create a new dashboard named Sales Monitoring.

9. Pin the funnel chart to the dashboard, also.

10. Open the dashboard and leave it ready for the first demo.

11. Close Power BI Desktop.

Demo assets can be found in the PL-300 Power BI Data Analyst GitHub Repository.
1: Get Started with Microsoft Data
Analytics
Explore the dashboard

1. Show the Sales Monitoring dashboard, and explain how it can be used to get at-a-glance facts.

2. Click either tile to click through to the Sales Analysis report.

Explore the report

3. Interact with various slicers and visuals across the pages.

4. Edit the report, and then expand all fields in the Fields pane.

Describe the solution that will be developed during the course

5. Explain that the data model is based on a SQL Server database and an Excel workbook, which
helps to determine cost of goods sold.

6. Explain that a gateway will be set up to keep data current.

7. Explain that it will be shared with a recipient, and that recipients will only be allowed to see a
subset of data being only the product categories they manage.

8. Return to the Power BI service home page, and collapse the workspace.

You will not use this pre-developed solution again.

2: Prepare Data in Power BI
Start the development of a Power BI report

1. Open Power BI Desktop, and then dismiss the getting started page.

2. Save the file to the D:\PL300\Demo folder as Sales Analysis.

Connect to a SQL Server database

3. “Get data” from SQL Server.

4. Connect to the database server name found in the MySettings.txt file, using Windows
authentication.

5. Expand the TailspinToys2020-US database.

Create queries based on database tables

6. Select the Product table to preview the data.

7. Check the Product table to create query.

8. Repeat the Sales table.

9. Click Transform Data.

Preview data

10. Describe the Power Query Editor window layout, including the Queries pane, the Query Settings
pane, the ribbon, the preview grid, and the status bar.

11. Point out the quality bar beneath the column headers and hover the cursor over it to reveal
statistics about the column values.

12. On the View ribbon tab, turn on Column Quality.

13. Turn on Column Distribution and point out columns like ProductID (unique values) and
ProductCategory (several duplicate values).

14. Turn on Column Profile, and then select the ProductCategory column.

15. Point out the column statistics and distribution.

16. Turn back off the three options.

17. Save the Power BI Desktop file, but do not apply changes.

18. Leave the Power BI Desktop file open for the next demo.
3: Clean, Transform, and Load Data in
Power BI
Apply query transformations

1. First, apply transformations to the Product query.

2. Remove the RetailPrice, Photo, and Sales columns.

3. Change the data type of the Channels column to Whole Number.

4. Rename the following columns:

• ProductSKU to SKU

• ProductName to Product

• ProductCategory to Category

• ItemGroup to Item Group

• KitType to Kit Type

5. Second, apply transformations to the Sales query.

6. Remove all columns, except:

• OrderDate

• ProductID

• Quantity

• UnitPrice

7. Change the data type of the UnitPrice column to Fixed Decimal Number.

8. Rename the UnitPrice column to Unit Price.

9. Multi-select the Quantity and Unit Price columns, and then add a new column based on their
multiplication.

10. Rename the new column as Sales.

Integrate queries

11. Create a new query using the Excel connector, connecting to the
D:\PL300\Demo\Data\ProductCost.xlsx file.

12. Remove the Product column.

13. Change the data type of the ProductCost column to Fixed Decimal Number.

14. Select the Product query, and then merge with the ProductCost query, relating the SKU columns.
15. In the Privacy Levels window, set the privacy level for the D:\ to Organizational.

16. Expand the ProductCost column to include the ProductCost column (from the ProductCost
query).

17. Rename the new column as Cost.

Disable a query

18. In the Queries pane, disable the ProductCost query.

Load queries to the data model

19. On the Home ribbon tab, click the Close & Apply icon.

20. In Power BI Desktop, point out the two tables in the Fields pane.

21. Save the Power BI Desktop file.

22. Leave the Power BI Desktop file open for the next demo.
4: Design a Data Model in Power BI
Review the model

1. In the Fields pane, expand all tables to reveal all fields.

2. In the Sales table, point out the OrderDate hierarchy, which was created automatically.

Explain that a Date table will be created in the next demo.

3. In Model view, hover over the automatically-created relationship between the two tables.

4. Explain how filters will propagate from the Product table to the Sales table.

Create a hierarchy

5. Create a hierarchy based on the Product table Category column.

6. Rename the hierarchy as Products.

7. Add the Product column as the second level.

Set model properties

8. Hide both the ProductID columns.

9. Format the Quantity column to use the thousands separator.

10. Multi-select the Sales and Unit Price columns, and format them to use two decimal places.

Validate the model design with a matrix visual

11. In Report view, add a matrix visual to the page, and then size it to fill the entire page.

12. Add the Products hierarchy to the rows, and then add the Quantity, Sales, and Unit Price fields.

13. Expand all levels of the Products hierarchy.

14. Point out that the Unit Price values are the sum of prices, which is not correct.

15. In the Fields pane, select the Unit Price field, and configure its summarization to use Average.

16. Remove the Sum of Unit Price column from the matrix visual, and then add the Unit Price field
back again.

17. Save the Power BI Desktop file.

18. Leave the Power BI Desktop file open for the next demo.
5: Create Measures using DAX in Power
BI
Create a calculated table

1. Create a calculated table by using the following expression:

DAX
Date = CALENDARAUTO()

All calculations can be copied from the D:\PL300\Demo\Resources\Snippets-Demo-05.txt file.

2. Switch to Data view, and review the table, which comprises a single date column.

Create calculated columns

3. Add a calculated column to the Date table:

DAX
Year = "CY" & YEAR('Date'[Date])

4. Add an additional calculated column to the Date table:

DAX
Month = FORMAT('Date'[Date], "YYYY-MM")

5. In Model view, create a relationship by dragging the Date table Date column to the Sales table
OrderDate column.

6. Hide the Sales table OrderDate column.

7. In the Date table, create the Calendar hierarchy, with Year and Month levels.

8. In Report view, mark the Date table as a date table using the Date column.

9. In the matrix visual, remove the Products hierarchy, and then replace it with the Calendar
hierarchy.

10. Add a calculated column to the Sales table:

DAX
Cost = 'Sales'[Quantity] * RELATED('Product'[Cost])

11. Format the Cost column to two decimal places.

Create a Quick Measure

12. Add a quick measure to the Sales table, subtracting the Cost column from Profit column.

13. Rename the measure as Profit.

14. Explain that the measure does not store data in the model.
Create regular measures

15. Add a measure to the Sales table:

DAX
Profit Margin = DIVIDE([Profit], SUM('Sales'[Sales]))

16. Format the Profit Margin column as a percentage.

17. Add another measure to the Sales table:

DAX
Sales YTD = TOTALYTD(SUM('Sales'[Sales]), 'Date'[Date])

18. Format the Sales YTD column to two decimal places.

Validate the calculations with the matrix visual

19. Add the Cost, Profit, Profit Margin, and Sales YTD fields to the matrix visual.

20. Save the Power BI Desktop file.

21. Leave the Power BI Desktop file open for a later demo.
6: Optimize Model Performance
Review a DirectQuery model design

Note: This demo uses a different Power BI Desktop file.

1. Open the D:\PL300\Demo\Resources\AW Sales Analysis.pbix file.

2. If prompted to connect to the data source, click Connect.

3. At the bottom-right corner, point out that the data model comprises DirectQuery tables.

4. Save the Power BI Desktop file to the D:\PL300\Demo\MySolution folder.

5. In Model view, introduce the model design, which includes two related tables.

6. In Report view, interact with the report by selecting different items in the Fiscal Year slicer.

7. Drill through on any month column to reveal order details.

8. Return to the Sales Summary page.

Review query performance

9. On the View ribbon tab, show the Performance Analyzer pane.

10. Refresh the visuals, and then expand the slicer and Sales by Month visual and point out that they
used DirectQuery mode (data was requested from the data source).

Configure Dual storage tables

11. In Model view, select the Date table, and then select the storage mode to Dual.

12. When the data has imported, switch to Report view, and then in the Performance Analyzer pane,
refresh the visuals.

13. Point out that the Date table is now queried from the model cache.

Create aggregations

14. Open the Power Query Editor window, and in the Queries pane, duplicate the Reseller Sales
query.

15. Rename the new query Reseller Sales Agg.

16. Apply a group by transformation, as follows:

• Group by OrderDate.

• New column: Sales, which is the sum of the SalesAmount column.

17. Close and apply the queries.

18. In Model view, set the storage mode for the Reseller Sales Agg table to Import.
19. Create a relationship from the Date table Date column to the Reseller Sales Agg table
OrderDate column—ensure that the column cardinality is set to one-to-many, with the Date
table on the one-side.

20. Manage aggregations on the Reseller Sales Agg table:

• OrderDate: Group by the Reseller Sales table OrderDate column.

• Sales: Sum the Reseller Sales table SalesAmount column.

21. Point out that the aggregation table is now hidden.

22. Switch to Report view, and in the Performance Analyzer pane, and then refresh the visuals.

23. Point out that the Sales by Month table is now queried from the model cache.

24. Drill through from any month, and point out that the details in the table are requested as
DirectQuery from the data source.

25. Save the Power BI Desktop file.

26. Close Power BI Desktop.

You will not use this Power BI Desktop solution again.

7: Create Reports

Create a single-page report

1. Remove the matrix visual that was used to test and validate the model calculations.

2. Rename the report page as Sales Summary.

Add a slicer

3. Add a slicer for the Date table Year column and position it at the top-left of the report page.

4. Use the formatting options to configure the slicer for single selection.

Add various visuals

5. Add a line and stacked column chart to the page, and configure it as follows:

• Shared axis: Date | Month

• Columns values: Sales | Sales

• Line values: Sales | Profit Margin

6. Use the slicer to filter the page by CY2019, and then CY2020.

7. In the line and stacked column chart, point out that there is no sales column for December 2020.

8. Configure the shared axis to “show items with no data”.

9. Point out that December 2020 is added to the axis, but there is no column of data.
10. Explain that sales data for December 2020 has not happened yet.

You will run a script in a later demo to load December 2020 sales.

11. Add a funnel chart, and configure it as follows:

• Group: Product | Category

• Values: Sales | Profit Margin

12. Use the formatting options to select a contrasting data color.

13. Add a Q&A visual, and enter the following question: Total sales by product demographic

14. Save the Power BI Desktop file.

15. Leave the Power BI Desktop file open for a later demo.
8: Perform Data Analysis
Add a group

16. Add another new page to the report named Category Analysis.

17. Copy, paste, and then sync the Year slicer from the Profit Analysis page to the new page.

18. Add a new group based on the Product table Category column.

19. Create a group based on the Trainer value.

20. Check the Include Other Group checkbox.

21. Add a matrix visual, and position and size it so it fills the page.

22. Configure the matrix visual as follows:

• Rows: Product | Category (groups) and Product | Product

• Values: Quantity, Sales, Profit, and Profit Margin from the Sales table

23. Expand both categories.

Apply conditional formatting

24. In the matrix visual, apply background color conditional formatting to the Profit Margin field.

25. Select red for the minimum color, and green for the maximum color.

26. Point out the range of colors used to convey low-to-high profit margin values.

27. Save the Power BI Desktop file.

28. Publish the report to the newer workspace, overwriting when prompted.

29. In the Power BI service, open the Sales Analysis report, and interact with each of the report pages.

30. Leave the Power BI Desktop file open.

9: Create and Manage Workspaces
Share a dashboard

1. Open another Microsoft Edge window, in a new InPrivate window.

2. Sign in to the Power BI service, and accept the Power BI Pro trial license if not already done.

Open the shared dashboard

3. Switch to the instructor Power BI service window.

4. Open the Sales Monitoring dashboard.

5. On the menu, click Share.

6. Share the dashboard to the recipient account.

7. Switch to the recipient Power BI service window.

8. Open Shared with Me and open the Sales Monitoring dashboard.

9. Point out that the dashboard is read-only.

Create an app

10. Switch to the instructor Power BI service window.

11. In the Navigation pane, click the workspace name.

12. At the top-right, click Create App.

13. In the Setup section, enter description text and optionally choose a theme color.

14. In the Navigation section, optionally sequence the report before the dashboard.

15. In the Permissions section, grant access to the recipient account.

16. Publish the app.

Get and open the app

17. Switch to the recipient Power BI service window.

18. Open Apps, and then get the app you just published.

19. Once added, open the app.

20. Navigate between the report pages and the dashboard.

21. Leave the app open. It will be used in the row-level security demo and lab.
10: Manage Files and Datasets in Power
BI
Prepare for gateway data refresh

Note that the following steps are not needed when using the data gateway in personal mode. You can
proceed directly to the next objective (setup the gateway).

22. In Power BI Desktop, open the Power Query Editor window, and select the ProductCost query.

23. Edit the Source step, and then modify the file path to use the file share, as follows: \\DATA-
AI\Data\ProductCost.xlsx

You can copy the file share path from the MySettings.txt file.

24. Close and apply the Power Query Editor window.

25. Save the Power BI Desktop file.

26. Publish the Power BI Desktop file to the workspace, overwriting the dataset and report in the
service.

Setup the gateway (personal mode)

27. In the Power BI service for the instructor, reload (F5) the dataset settings page.

28. Expand the Gateway Connection section and point out that no gateway is installed.

29. Use the download dropdown list (located at the top-right), and select Data Gateway.

30. In the new web page, download the personal mode gateway.

31. Once downloaded, open the downloaded file.

32. Complete the gateway setup by using the credentials of the instructor account.

33. Once setup, return to and reload the dataset settings page.

34. Assign the personal gateway, and the edit the credentials for the two data sources.

35. For both data sources, set the authentication method to WindowsWithoutImpersonation, and
set the privacy level to Organizational.

36. Optionally, expand the Scheduled Refresh section, and show how to configure a recurring
schedule.

Refresh the dataset

37. Before refreshing the dataset, open the Sales Monitoring dashboard.

38. Edit the details of the Sales, Profit Margin tile to display the last refresh time.
39. Right-click the D:\PL300\Demo\Resources\UpdateDatabase-LoadAdditionalSales.ps1 file, and
then run with PowerShell.

A script will load December 2020 sales data into the database.

40. In the Power BI service for the instructor, from the Navigation pane, refresh the Sales Analysis
dataset.

41. When the refresh completes, point out how the dashboard tile December 2020 column appears,
and that the refresh time is NOW.
11: Create Dashboards

Create a dashboard

1. First, in the Power BI service, create a new workspace, and use the
D:\PL300\Demo\Resources\Icon-Airplane.jpg image as its icon.

2. In Power BI Desktop, publish the Sales Analysis report to the new workspace.

3. Once published, return to the Power BI service.

4. Open the Sales Analysis report, and then ensure the Year slicer is set to CY2020.

Pin report visuals

5. Pin the line and stacked column chart to create a new dashboard named Sales Monitoring.

6. Pin the funnel chart to the new dashboard.

7. Open the Sales Monitoring dashboard.

8. Edit the details of the Profit Margin tile and change the subtitle text to include the year (CY2020).

Add Q&A tile

9. Use Q&A on the dashboard to ask the following question: Total sales in CY2020

10. Pin the response to the dashboard.

11. Show how to resize and reposition the tiles.

12: Row-level Security
Add a security table to the model

1. In Power BI Desktop, open the Power Query Editor window, and add a new query based on the
D:\Demo\Data\ManagerCategory.xlsx file (use the ManagerCategory Excel table).

2. Remove the Manager column.

3. Split the Category column by the semicolon delimiter and split into rows (advanced options).

4. In the Email column, replace the value [email protected] with the recipient account
(from the MySettings.txt file).

5. Point out that this user is able to see three product categories: Collective pitch, Trainer, and
Warbird.

6. Close and apply the queries.

7. In Model view, create a relationship between the ManagerCategory and Product tables relating
the Category columns.

8. Set the cross filter direction to Single (ManagerCategory filters Product).

9. Hide the ManagerCategory table.

Add a role

10. In Report view, open Manage Roles, and then create a role named Manager.

11. In the role, filter the ManagerCategory table Email address column as follows:

DAX
[Email] = USERPRINCIPALNAME()

12. Click Save.

Validate the role

13. Open View As, and then configure the following settings:

• Other User: Check, then enter the recipient account.

• Manager role: Check

14. Point out that the filter visual shows just three product categories.

15. Stop viewing the report using the view-as options.

16. Save the Power BI Desktop file.

17. Publish the Power BI Desktop file to the workspace, overwriting the dataset and report in the
service.

18. Close Power BI Desktop.

Configure dataset security

19. In the Power BI service for the instructor, from the Navigation pane, open the security page for
the Sales Analysis dataset.

20. In the Members section, enter the recipient account (representing Ty Johnston).

21. Click Add.

22. Click Save.

Test row-level security in the app

23. In the Power BI service for the recipient, refresh the dashboard (left open from the previous demo).

24. In the Profit Margin dashboard tile, verify that only three product categories can be seen.