Experiment - 1

Aim:

Study of Power BI Desktop

Software: -

Microsoft PowerBI

Theory:
together to turn your unrelated
Power BI is acollection of software services, apps, and connectors that work
data might be an Excel
sources of data into coherent, visually immersive, and interactive insights. Your
BI lets you easily
spreadsheet, or a collection of cloud-based and on-premises hybrid data warehouses. Power
anyone or everyone
Connect to your data sources, visualize and discover what's important, and share that with
you want.
principles of effective
The desktop application thrives on interactive and dynamic visualizations, embracing
Edward Tufte's principles
data communication. Its utilization of common data visualization theories, including
conveying information. Power BI
of data-ink ratio and minimizing chartjunk, ensures clarity and precision in
interface for constructing
Desktop operates on the principle of user empowernment, providing an intuitive
and usability,
compelling dashboards and reports. The tool aligns with best practices in information design
democratizing data
facilitating asmooth user experience. Overal, Power BI Desktop embodies the theory of
fostering a data
analytics, empowering users to explore, analyze, and communicate insights effectively, thereby
driven decision-making culture within organizations.

Procedure:-
Setting up Power BI: -
a
1 Tocreate a workspace, in the Navigation pane (1located at the left), click Workspaces, and then click Create
Workspace.
2. When prompted to upgrade your account to Power BI Pro, click Try Free.In the Create a Workspace pane (located
at the right), in the Workspace Name box, enter a name for your workspace. The name you enter must be unique
to the tenant. We suggest you name the workspace Sales Analysis, and that you also append your initials. For
example, the name could be Sales Analysis AB.

3 To createthe workspace, at the bottom of the pane, click Save.

4. Inthe Navigation pane, notice that your workspace is open.

 Home

* Favorites

Recent

Apps
Shared with me

Workspaces
Sales Analysis

5. Toopen the Power BI Desktop. on the taskbar. click the Microsoft Power BI Desktop shortcut.

6 When prompted, click Sign In.

that you see your account.

7. In Power BI Desktop, at the top-right corner, verify
 Experiment - 2
AlM: - Import the data from different sources and load into the target system
Software: - Microsoft Power BI

Theory: -
diverse data sources
the target system, offering flexibility to cater to
Power BIprovides severalmethods for loading data into
and scenarios. The primary ways include:
to the data source, enabling real-time data analysis without
1. Direct Query: This method establishes a liveconnectionwhere the focus is on current, up-to-the-minute insights. However,
mporting it into Power BI. It is suitable for large datasets
it relies on the source system for query performance.
directly into the Power BI model, which resides in-memory. This
2. Import Data: The import option involves loading data faster query performance. Users can leverage Power
approach is effective for smaller to moderately sized datasets, providing
Query Editor for data transformations during the import proces.
Query Editor enables users to connect to various data
3. Power Query Editor: A versatile tool within Power BI, Power model. This method allows for comprehensive
sources, apply transformations, and shape the data be fore loading it into the
data cleaning, filtering, and structuring.
where data transformations are applied in a Power
4. Dataflows: Dataflows facilitate a Power Query experience in the cloud,
preparation, promoting consistency in data
BIservice workspace. This provides a reusable and centralized approach for data
processing across reports and dashboards.
(formerly known as Microsoft Flow) to
5. Power Automate Integration: Power BI can integrate with Power Automate
refreshes based on predefined schedules.
automate data loading processes. This integration enables users to trigger data
events, or triggers from external systems.

Procedure: -
1 In the Power Query Editor window, in the Queries pane, select the DimEnmployee query.

Queries [8]

DimEmpioyee
DimEmployeeSalesTerrit..
DimProduct
DimReseller

DimSalesTerritory
FactResellerSales

ResellerSalesTargets
Colorformats
 2.
o rename the query, in the Query Settings pane (located at the right), in the Name box, replace the text with
Salesperson, and then press Enter. The query name will determine the model table name. It's recommended to
define concise, yet friendly, names.

3 In the Queries pane, verify that the query name has updated.
4
ToColumns
locateadown-arrow,
specific colunmn, on the Home ribbon tab, from inside the Manage Columns group. click the Choose
and then select Go to Column.
Tools Help

Properties
RAdvanced Editor
Refresh Choose Remove Keep Remove
Preview m Manage Columns olumns * Rows Rows
Query Choose Columns +duce Rows
Go to Coltumn

5. Inthe Go to Column window, to order the list by column name, click the AZ sort button, and then select Name.
X
Go to Column
Search Columns
Natural Order
EmployeeKey Name
ParentEmployeeKey
EmployeeNationall DAiternateKey

6 Select the SalesPersonFlag column, and then click OK.

7. To filter the query, in the SalesPersonFlag column header,click thedown-arrow, and then uncheck FALSE.
SalesPersonFlag
4! Sort Ascending
A! Sort Descending
Ciex Sort
Ciear Flter

Remove Empty
Logical Fiters

Search

(Select Ail)
DFALSE
TRUE

OK Cancel
 Click OK
9 In the Query Settings pane, in the Applied Steps list,
notice the addition of the Filtered Rows step.
4 APPLIED STEPS

Source
Navaation
Fitered Rows

10. Toremove columns. on the Hone ribbon tab, from inside the Manage
icon.
Columns group, click the Choose Columns

11. In the Choose Columns window. to uncheck all columns, uncheck the (Select All
Columns) item.
12. To include columns, check the following six
columns:
a. EmployeeKey
b. Employee NationallDAlternateKey
C FirstName o LastName
d. Title
e EmailAddress
13. Click OK.
14. In the Applied Steps list. notice the addition of another query step.
4 APPLIED STEPS

Source
Navigation
Filtered Rows
Removed Other Coumns

15. To create a single name column. first select the FirstName column header
16. While pressing the Ctrl key, select the LastName column
1 EmphyeeiaisrallDAteroteKey Frsthatte
orth Ameskan Sales arage

Biytrse Sies Representative

17. Right-click eitlher of the select column headers, and then in the context menu, select Merge Columns.
 18. Inthe Merge Coumns window. in the Separator dropdown list, select Space.
19. In the New Column Name box, replace the text witlh Salesperson.

Merge Columns
Choose how to merge the selected columns.
Separator
Space
New column nane (optional)
Salesperson

20. Click OK.

rename the EmployeeNationalIDAlternateKey column, double-click the
21. To
Employee NationallDAlternateKey columnheader
then press Enter
22. . Replace the text with EmployeelD, and
EmailAddress column to UPN.
rename the
23. . Use the previous steps to
and 18 rows
verify that the query has five columns
24. At the bottom-left. in the status bar.