Hi everyone, I am Nikita Kukreja and today I am going to conduct KSS session on Power BI.

So lets
start, let's talk about what is power BI, so this Poer BI is from Microsoft. This is a business intelligence
tool with the help of which you can connect to different data sources and finally you can create a
dashboard or reports to analyze the data for different purposes, then next you can see that there are
different job opportunities for which power bi skill required.

Ready from slide.

Now we will analyze the data considering real scenario.. So before starting this, I will give a quick
brief of it. Let me give you an introduction, we have a client called Madhav Store. He sells his
products online and he has asked us to create power reports for him with the help of which he can
track his sales.

Let start with what is there in power bi desktop. Let start from the left side first, so the view you are
seeing by default here is your report view, okay, so this is where we can create reports or charts.
There are also graphs, all of them are made here, next immediately below comes the data view, so
whatever tables you have, they are here in the data view and inside this we write the dax (Data
Analysis Expressions) queries, okay and

the last one is Your model view will be whatever tables you have, data, whatever data sources you
have, if you want to connect them and create a relationship between them, then models will also be
created. Now we will go into details later, I am just telling you the high level. The interface is almost
similar to Excel, to start it here, if you look at the home button, there is Get Data, then if you click on
Get Data,

Explain transform and refresh.

Options comes under queries sections are Transform Data. And refresh, so whenever you load the
data in the system inside Power BI, then after that if you have to do some operations on the data, like
data cleaning, process the data, then for that we transform the data. So now we will see this also
further

1. Explain input data.

So in this way you can format the data and tables in power query..

7. Remove column using right click and remove using applied steps..

We use group by also in power query.. demonstrate group by

1. Basic ( Category, sum(Amount))

, now apart from this, as soon as all your editing and formatting will be completed, after that you will
have to keep one thing in mind before closing it, first of all go to Home. And after going to home, you
will see that Close and Apply is written here. Okay, if I click the down arrow here, there are three
options here, Close and Apply, Apply and Close. If you simply close, then all the changes you have
made will not going to save.. then you should take care of this thing, either you should click on apply,
it will be done right here by applying, or click on close and apply means that the power query that is
open will be closed, but all my formatting, whatever I did in it, all that will be save. , I will now choose
close and apply.

So you see, we are back where the data has been loaded. Okay, here on the right side there are two
tables, now let's go to the next view which I told you is the data view. If you click on this data view,
then here also you can see the data tab section on the right side, all the tables that I have imported
are being shown here and after this, you can make changes as per your wish. Now you can look
above, here only the table tool is showing, if I click on any column, now look here, the column tool
has also been added, from here also you can do different types of editing or formatting in the data

like This is quantity column now I want see what is its data type so you see here.. data type is whole
number ok if I go to profit then this is in whole number if I go to order id then this is text because i It
has alpha numeric values, If I go to the payment mode, this is also in text, so from here you can
change the format, like suppose if there was a number, then go from here, if I want, I can take whole
number, if I want, I can take decimal. If you want a fixed decimal number, so I can do all these
changes formatting we can perform from here, like if you are in the column tool, then here you see,
there is an option on the right side of adding new column, now click on it
then here. a new column has opened for you, but here it is asking you the formula, so as you click on
the new column, a column will come to you, it is asking you the name of this column,. You have to do
the same here as you did inside the power query, just like I have written the test here, after that I
want the name of the column, so I am taking the amount, I am multiplying it by quantity.all we did
there in power query editor also, I selected it, now you don't have to do anything, just press enter ..
you can see that a new column has been created, it is a test, so. Here you can perform different
functions or different operations by applying different formulas, so if you want to know about it in
detail, then you can search on Google YouTube, DAX queries, here you will get its detailed video.

. Now if I have to delete it , then simply right click on this column and delete like you do in Excel and
say yes, this column has been deleted, on the right side you will see that the column has been
deleted.

Okay, now let's go to our last or the third view which is this model view. Now in power bi.. the most
important thing that when you import any table or whatever data, how do you create the
relationship between them because this will help you. in creating reports and charts, so now by
default it has created one relation automatically, like if you hover over here, it will tell you that the
order ID from the order table and the order ID from the detail table relation has been created. If you
feel that this relation is not right then right click on it and go to properties, ok then here you see edit
relationhip dialog box will open

and here your table names comes so here is details table and order table and the best part is that
here you can see everything visually. If I have to select the amount, then you can create a relation
with the amount. However, in most of the cases, it will automatically detect between which columns.
There is a relation but if it can not detect automatically then here you select those two columns
between which you have to create a relation and after that you have to go and

select the cardinality, then here you have multiple options like Many to one, one to one, one to many
and many to many, okay I am telling you this at high level like suppose you have 2 tables..if there is
an order ID in both tables, then the order ID is common in both the two tables. If there is a unique
order ID in both the tables, it means that the values in this column are not repeated, then in this case
we use one to one..

if there is opposite of it, it means that there are duplicate values in the columns inside both the
tables, which means same value is being repeated four five times in one table. If it is being repeated
three-four times in another table, then in that case we can need to use many to many..

Now the another option that comes is many to one ..so in this case.. If the first table column have
duplicate values in it but not in the second table column.. means second table column contains
unique values..

opposite of this means. One to many. Where first table columns contains unique values. And another
table column contains duplicate values. Ok, this is the simple concept, now select it and after that
you will get a dialogue box below, Make Relationship Active, so you have to tick it, after that you
simply hit OK.

So in this way you can create relationships between different tables. Okay, now let's move on to next
like how we create this dashboard and charts. Now, for creating dashboards. I need to come in report
view., let's start. So let's start first of all for the heading of the dashboard, I want text box so, it is in
the insert there is text box, we can write Madhav Ecommerce sales.. now if you want, you can do
many things in it. And if you want, to increase size of text .. you can make it bold or you can center
align it if you want. so you can do all these things here, this is enough for me right now and to resize
it you have to drag, so like You can drag as per your wish, ok then it is our heading here

If you talk about how to make a chart, then you look on the right side, there is a visualization tab in
the right side.., inside this you have different charts, so the first chart we will make will be my profit
chart, so I can take any appropriate chart for it, meaning. You can take any chart, like I take the stack
column chart, in this way you get blank chart Okay,

Stack column chart. (Order Date, Profit)

1. Change the data type of Order Date from data view.. right click on column
2. Line chart. Area chart..
3. Canvas wall paper
4. Column char formatting ( x label remove .. y label remove)
5. Change the text color for x axis.. (light white)
6. Back ground change for chart.. (format visual then general)
7. You change the height of chart from properties..
8. Effects .. background color as light white.. if I increase transparency level.. till suppose 88 %
9. Visual border.. general then effects the border.. ( violet color )
10. Gridlines removal by searching. Make it off
11. Title formatting using format visual then general. Under title.
(profit my month) font size 12.. color (light white)
12. Center alighnment

13. Y axis values color as white

14. Change colors of bars( format visual then visual then columns)
15. Conditional formatting..
16. Corners of charts are sharp. So if I want soft then ( format visual then generalthen border)
15 px

……..

Stack bar graph for sub category level data..

Y axis subcategories .. x axis profit

Sub categories I want basic on profit.. that means which sub categories are giving profit. After getting
this knowledge we can increase the stock of that product. we can give more discount. It will help in
increase the biusiness
 1. Filter top 5 categories.. based on profit..

2. Format stack bar graph using format painter option in home tab.
3. Change color of bars
4. ( blue, light green, orange, yellow , red)
5. Increase y axis labels values ( 10 )

………

Pie chart or donut chart..

1. Categories (legend )
2. Count of orders ( values)
3. Values formatting ( white , size 10)
4. Options .. change label contents. ( category, percent of total )
5. Values without decimal using values option..

6. Remove right side legend.. ( format visual then visual)

…………………………………….

Donut chart

Legend payment mode..

………………………….

Card ( text size 35)

1. Amount
2. Profit
3. Quantity
4. Average Order Value

Average order value using data view.. first need to create column( name of column as AOV )

……………….

Stacked bar chat for sum of amount by state. Top 4 (max area width mp ids not visible) ( these are
top performing state from which I am getting more amount)..

………………..
Last stack colum chart for ( customer by amount ) like to find the customers from where we are
getting more amount so that we can target those customers we can give the discounts and coupons

……………………

Filters