MICROSOFT POWER

BI
AGENDA
• Introduction to Power BI
• Importing data into Microsoft power BI
• Power BI model view (data and fact tables, and star schema)
• Charts types in Power BI
• Exploring Dashboard types
• Date tables & Filters in Power BI
• Speaking impact: Companies that use power BI
• Power BI design principals

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INTRODUCTION TO MICROSOFT POWER BI

A collection of
software services,
apps, and connectors
that work together to
turn your unrelated
sources of data into
coherent, visually
immersive, and
interactive insights

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IMPORTING DATA INTO MICROSOFT POWER BI
Import from a database
Use Power Query to import data from a database:
Select Data - Get Data - From Database
Choose the database type, such as From Microsoft
Access Database or From SQL Server Database
Locate the database file and select Open
Preview the data in the Navigator dialog box
Select Load or Transform

Import from an Excel workbook

From the Power BI home tab - click on get data -
select Excel workbook - select the excel workbook
from your desktop - load data into power Query

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 POWER BI MODEL VIEW (DATA AND FACT TABLES, AND
STAR SCHEMA)
A star schema is a database model that organizes data in a
star-like structure to make it easier to analyze and
understand. It's made up of a central fact table surrounded
by dimension tables, which are connected directly to the
fact table.

• The relationship cardinality between the look up table and

fact table is one to many (i.e., the primary key in the look
up table is connected to foreign key in the fact table)

• Models generally contain two types of tables: data(or

“fact”) tables, and lookup (or “dimension”) tables
• Data tables contain measurable values or metrics
about the business (quantity, revenue, pageviews,
etc.)
• Lookup tables provide descriptive attributes about
each dimension in your model (customers, products,
etc.)

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CHARTS TYPES IN POWER BI

• Table & Matrix – A Matrix shows data in multiple dimensions e.g., total revenue for each store in different
years, While Table shows data in two dimensions e.g., total revenue by store

• Bar chart, column chart, clustered Bar chart- shows categorical data.

• Tree map visual – Shows categorical and hierarchal data, and good for conserving space

• Card visuals- shows a dedicated value(single value)

• Guage visual – compares actual vs target value

• Tunnel visual – shows progress/ sequence of steps

• Scatter chart – shows relationship between numerical values

• Waterfall chart – Shows a breakdown or contribution of amounts towards a particular total

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 EXPLORING DASHBOARD
SALES BOARDS: OPERATIONS REVENUE DASHBAORD:
DASBOARD
A sales dashboard is a tool that
A revenue dashboard is a visual
visually displays sales data to help An operational dashboard is a
tool that displays a company's
sales teams track and analyze tool that monitors and optimizes a
financial data in a way that's
their performance. Sales business's operations in real
easy to understand. It can
dashboards can provide a real- time. It provides a snapshot of a
provide real-time insights into a
time view of key metrics and business's current state, and helps
business's performance by
data, allowing sales teams to users make informed decisions to
consolidating key metrics and
make informed decisions and improve processes.
data points that impact revenue
improve their strategies

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ENOUGH TALK, LETS
GET TO PRACTICE
DATE TABLES IN
POWER BI
IMPORTANCE OF DATA TABLES

It is always important to create a

separate data table in your power
BI model, and then link that date
table to the transaction date of
your sales table.

• Ensure you mark the date

table as a date table

• Ensure you separate the date

and time components of your
date table for optimization.

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FORMULAS FOR CREATING DATA TABLES
DateTable = Date table = CALENDER (DATE(2018,5,1), DATE(2020, 5, 1))

ADDCOLUMNS ( DATE TABLE = CALENDERAUTO(3)

CALENDAR(MINX('sales','sales'[date]),MAXX('sales','sales'[date])), DATE TABLE = CALENDER(MINX(saeles, saels[date), DATE(2020, 5, 1))

"DateAsInteger", FORMAT ( [date], "YYYYMMDD" ),

"Year", YEAR ( [date] ), "MonthNo", FORMAT ( [date], "MM" ),

"YearMonthNo", FORMAT ( [date], "YYYY/MM" ),

"YearMonth", FORMAT ( [date], "YYYY/mmm" ),

"MonthShort", FORMAT ( [date], "mmm" ),

"MonthLong", FORMAT ( [date], "mmmm" ),

"WeekNo", WEEKDAY ( [date] ),

"WeekDay", FORMAT ( [date], "dddd" ),

"WeekDayShort", FORMAT ( [date], "ddd" ),

"Quarter", "Q" & FORMAT ( [date], "Q" ),

"YearQuarter", FORMAT ( [date], "YYYY" ) & "/Q" & FORMAT ( [date], "Q"
))

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FILTERS IN POWER BI
• ALL FUNCITON : Returns all the rows in a table, or all the values in a column,
ignoring any filters

• ALL SELECTED FUNCTION : Returns all rows in a table or values in a column,

ignoring filters specified in the query but keeping any other existing filter context

• ALL EXCEPT FUNCTION : Removes all report context filters in the table except the
filters applied to the specified columns in the query

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SPEAKING IMPACT: COMPANIES
THAT USE POWER BI
•Walmart: A US-based retail organization

•ExxonMobil: A US-based oil, gas, and chemicals organization

•Apple: A US-based manufacturing organization

•Microsoft: A US-based professional services organization

•Costco Wholesale: A US-based retail organization

•Coca-Cola: Uses Power BI to monitor sales performance and identify patterns

•Rolls-Royce: Uses Power BI to track engine performance and predict maintenance requirements

•Audi: Uses Power BI to analyze consumer data and improve marketing

•Heathrow Airport: Uses Power BI to track passenger flow and improve operations

•Siemens: Uses Power BI to analyze supply chain data and improve logistics processes

•Nestlé: Uses Power BI to provide executives with real-time data

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POWER BI DESIGN PRINCIPLES
Use a consistent theme, layout, and set of visualizations: Following the principle
of consistency across the foundations of your dashboards will help your audience compare and
understand information faster.

Simplicity: Focus on simplicity in your dashboard. Remember the dashboard you create must tell a
clear data-story that users can quickly glance at and take away the main points. It may be tempting
to go overboard, but there is no need to add backgrounds, effects, or pictures unless there is a
specific reason to apply to do so.

Include what's important: The key to your dashboard's success is content. You need to only
show the most useful metrics and avoid getting carried away.

Start with the KPI's and goals you've already defined, making sure that everything you add ties back to
the purpose of your dashboard.
If you find yourself struggling to fit all the content into one dashboard, make another one.

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Color Palette: Color is one of the most important design principles. A consistent color palette will not only
highlight valuable insights but also improve audience retention.

When it comes to color you should:

•Stay consistent
•Don't use too many colors, choose 2-3 colors, and then use gradients for emphasizing.
•To minimize mental effort for the user, use the same color for matching items across all charts.

Add clear headings and labels: Using clear headings and labels helps to add clarity and context to the
information you've provided. This principle will also give your audience the ability to extract valuable insights at a
glance, eliminating any confusion.
• Using headings will reduce repetition, using them to group the same metric.

• Keep your labels short, you don't want them to clutter the rest of the dashboard or interfere with the data. You can
also use abbreviations and symbols to help.

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FINAL TIPS & TAKEAWAYS: ADDRESSING MISCONCEPTIONS
OF POWER BI

• THIS PART IS FOR YOU!!!!!!!!!!

• HAVE ANY QUESTIONS OR MISCONCEPTIONS YOU HAVE HEARD THAT NEED

CLEARIFICATION.

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THANK YOU