FOR GROWTH

BASICS OF POWER BI
of the class RUSHIKA KALE

• WORKED AT MAJOR DATA FIRMS

• 7+ years of experience in Data
 WHO ARE WE?
• 2019 FOUNDED
• 1000 CR VALUATION
• 3000+ STUDENTS PLACED
• EARNING A CUMULATIVE SALARY OF
300 CRORES
• SOME ALUM WHO ARE WORKING
GOOGLE, FRACTAL, ETC.
• OUR COLLABORATIONS (GOA GOVT,
FOREIGN UNIVERSITIES)
• B.TECH SCHOOL (35 ACRES)
WORKSHOP • •4 sessions:
⚬ Power BI Essentials & Hands-on Practice
⚬ Dashboarding & REPORTING in Power BI
⚬ Mentor Session
⚬ SUMMARY of the SERIES
• CERTIFICATION (BASED ON Attendance)
• Top 3 PERFORMERS OF THE SERIES WILL GET A MOCK
INTERVIEW WITH THE NS TEAM
WORKSHOP • Home • Locked (For the
• My Timeline paid learners)
• Calendar 1. Placements
• Expert Sessions 2.Projects
• Leaderboard 3.Mock Interviews
• Arena 4.Doubt Forum
• Assignments 5.Many more….
 AGENDA
• PowerBI UI walkthrough

• Power Query for cleaning, and

preparing more effective data

• Building effective data models for

better analysis.
 MCQ
• MCQs will be released for
practice
• You need to download the
dataset using the link
• Perform operations as per
the requirement
• Choose correct option as per
your observation
WHO ALL HAVE GIVEN ANALYST INTERVIEWS?
Were you asked about dashboarding?
Any skill that you are asked very often?
• At Newton School we have designed our curriculum to cover the most relevant fields
that would ensure higher chances of success in data related fields.

• We cover Data Analyst, Business Analyst, and Data Science + Machine Learning +
Deep Learning in this order only.

• We also provide electives of Tableau, Entrepreneurship, Gen AI, etc which learners are
free to choose from.
Myntra is struggling with stagnant profits, slow sales growth, and varied customer
satisfaction. The company is seeking to hire a Data Analyst to address the underlying
issues impeding their profitability. Initially, stakeholders are interested in determining
the total number of orders placed by customers. Individuals who can assist Myntra in
resolving this issue may be considered for the Data Analyst position.

Use this link for copying and then manipulating the dataset
Let’s look at a dashboard that can be useful for the requirement
What is Business Intelligence (BI)? And Why is it Important?

• Business intelligence (BI) is the process of using technologies

and strategies to analyze business data and provide actionable
insights for decision-making.
• Example: In our business significant numbers of leads are not
getting converted. What should we do in order to convert those
leads.
• For that we can observe which medium of communication has
the highest lead conversion and we can use that medium for
further conversion.
Why Choose Power BI as Your BI Tool?
• Rising Popularity: Google Trends shows a significant increase in Power BI's
popularity in the business world.
• User-Friendly Interface: Power BI is renowned for its intuitive, user-friendly
interface.
• Seamless Integration: Effortless integration with Microsoft products streamlines
data analysis and visualization processes.
About Power BI
Power BI turns data into interactive insights with easy -to-understand reports and
dashboards.

Key Capabilities of Power BI:

• Connect to different data sources like Excel, SQL Server, etc.
• Data cleaning and transform that data for further analysis.
• Share reports and dashboards for collaborative business insights.
Live demonstration Navigating the Power BI User Interface
• Report View: Used for creating and editing reports and dashboards. In Report View,
add or remove visualizations, format reports, and share them with others.
• Table View: Allows viewing and editing data within your Power BI model. Use
Dataview to filter, sort, create new columns and measures, and examine tables.
• Model View: Enables viewing and modifying the structure of your Power BI model.
Model View is essential for defining relationships between tables.
Exploring Panes in Power BI
• Fields Pane: Shows data fields from your datasets.
• Visualizations Pane: Contains visual tools to represent your data.
• Data Pane: Used to apply filters on reports and visuals.
Coming back to our problem, i.e. the task assigned by Myntra, in which they
want to know the total number of orders placed.

Let’s discuss and solve this problem step by step using Power BI.

We’ll be going through each of the functionalities used in the steps on a very
high level and will cover all of these things very thoroughly as we go deep in
our module.
• Step 1: Importing Data in Power BI
⚬ Click 'Get Data' under the 'Home' tab.
⚬ Select your data source (e.g., Excel, SQL Server, CSV).
⚬ Preview data in the Navigator window
⚬ Choose tables or datasets to import.
⚬ Click 'Load' to import data into Power BI.
Data Importing using Web
Let’s look at steps in order to get the data from a web link.

Link for data importing web Link

Solution (Cont..):

Step 2: After importing the file if we look at the data in table view, we noticed
some missing values. How can we address this in Power BI?
Data Cleaning with Power Query in Power BI
To remove null follow the steps shown below:
Step 1: Open power query editor

Step 2: Select the column containing null values and then click on the filter and
deselect null.
Step 3: Check headers and Data type of those columns
• If your dataset lacks column headers, select the 'Use First Row
as Headers' option in Power Query to assign headers based on
the first row.
• Review the data types assigned to each column to ensure
they accurately reflect the nature of the values within. This
step is crucial for accurate data analysis.
Because consider if original Price was a string and if we apply
functions considering it to be a numerical column, then these
functions will fail.
Solution (Cont..):
Step 4: Splitting Shipping Address into City and State

Use the 'Split Column' feature to divide the Shipping Address into separate City and
State columns:
• Select the Shipping Address column.
• Navigate to 'Home' and click on 'Split Column'.
• Choose your delimiter (e.g., ' -') and confirm with 'OK'.
Solution (Cont..):
Step 5:
a. firstly we’ll create a measure for total orders
b. We can use card visuals to show the key metric of total sales
After solving the last problem with the Myntra dataset, you have cracked the
interview. But now, you have a group discussion with the team where they will discuss
the Power Query Editor. Let's learn what it is and what more we can do using this tool.

The team is interested in understanding customer feedback better. Specifically, they

want to analyze the distribution of customer ratings. Your task is to determine the
number of ratings received for each rating value, ranging from 1 to 5, for each order in
the dataset.
The team also mentioned that Power query was pointed a lot of times in our previous
lecture, but is it’s functionality limited to those 4 -5 data preparation functions that we
discussed in the session?

• This requirement that we are asked by the team will be solvable by Group By
function, which is also a function present in Power Query Editor.

• Since Power Query is mentioned so many times and important while data
preparation let’s understand Power Query in this session.
Introduction to Power Query Editor
Power Query in Power BI connects to different data sources, facilitating data cleaning,
reshaping, and consolidation. It ensures accurate, structured datasets for analysis
and visualization, enabling insightful reporting in Power BI.
Live demonstration
1. Query Editor Ribbon: The Query Editor Ribbon acts as a command center for shaping
and refining your data.

2. Queries pane: Allows for renaming, duplicating,

or navigating between tables.

3. Applied Steps pane: Records every data transformation step;

select a step to view its specific outcome in the Preview Grid.
Live demonstration
4. Data Pane: Displays real -time data previews per query step, highlighting changes
applied

5. Formula Bar: Shows M Code for transformation

steps, allowing code edits for advanced
customization.
Live demonstration
The File Tab: Managing Your Power Query Work
• Central to managing work in Power Query
Editor.
• Features options for saving or discarding
changes, closing the editor, saving and
loading transformed data into Power BI.

The Home Tab: Essential Data Management Tools

• Offers common tasks for data management in

Power Query.
• Includes connecting/importing data, removing
columns/rows, promoting headers, and
merging/appending queries.
Live demonstration
Transform and Add Column Tabs: Enhancing Data
• Transform Tab:
⚬ Provides extensive data transformation options like formatting,
splitting, and merging.
• Add Column Tab:
⚬ Focuses on creating new columns with options for conditional columns,
formatting, and duplication.
Coming back to the problem in that we want to determine the number of ratings
received for each rating value from 1 to 5 for each order. This problem we’ll solve using
group by present in the home tab of power query.
Power Query is designed to handle this data transformation requirement.

Let’s understand a few data transformations one by one.

Data Transformation using Power Query
Data transformation in Power Query involves cleaning, reshaping, and combining data
to make it suitable for analysis and reporting in Power BI.

Why Use Power Query for Data Transformation?

Easily Understandable Data Transformation: Facilitates no -code data manipulation.

We'll explore its application on the provided dataset, focusing on efficient data
utilization.
Team has asked for a requirement where we need to provide details of 'Brand Name'
and 'Rating'. The 'Brand Name' column data is incorrectly formatted in terms of
alphabet case.

We can use Format Tab feature for handling this requirement.

To complete this problem, follow these steps:

Step 1: Go to the 'Transform' tab in Home.
Step 2: Select 'Format'; afterwards, a list of functions will appear.
Step 3: From this list, choose the lowercase function to ensure all text data is in the
same format.
Format Tab: Transforms column text cases, adds
prefixes/suffixes.
After providing the previous requirement, now the management has asked us to
modify the data where we are required to assign the Good segment to the people who
are rating >=4, otherwise we will assign Low segment.

This requirement can be provided using the Conditional column.

To complete this problem, follow these steps:

Step 1: Go to the 'Add Column' tab and select ‘Conditional Column’.
Step 2: A pop-up will appear; fill it with the condition and ‘column name’.
Step 3: Click ‘OK’, and it will display values according to the conditions set.
Conditional Columns (Cont..)
• Conditional Columns: Adds values based on conditions.
Arithmetic Functions
• Easily perform mathematical operations like addition or subtraction on
columns.
Sorting
What if we need to sort the orders data to judge the orders with the highest prices?

We can sort data in ascending or descending order using the filter button on a
column.
Sorting is ideal for organizing data for better analysis and visualization.
Column Data Quality and Analysis

Analyzing Column Data in Power BI

• Column Quality: Shows data quality, including valid, empty, and error values.
In our dataset, which comprises of three tables - Orders, Customers, and Products, we
are trying to generate a table detailing the total sales amount for each product
present in the Products table, including both the product name and ID.

The challenge in getting the requirement here is that if we don’t have the relationship
defined between the product id of Orders and product id of Products, it would be
difficult for us to visualize the output if we simply merge or combine these tables.

Use this Link for copying and then manipulating the dataset.
Data Modeling in Power BI
Essence of Data Modeling:
A process to organize data in Power BI, creating the relationships between tables.

Key Role:
Acts as a blueprint for crafting interactive reports and insightful dashboards.
Joins in Power BI
Joins is responsible for combining/joining two existing tables together based on
matching values from one or multiple columns.

Types of Join: There are different types of joins which are required in different
situations like in few cases, all the observations from the right table is required to be
safe.
• Problem Statement Recap: How can we calculate the total sales amount by
product name and product ID in our dataset?"
• Solution Steps:
⚬ Step 1: Go to the 'Home' tab and select 'Merge Queries'.
⚬ Step 2: Select the column to which you want to apply the merge.
⚬ Step 3: Then go to ‘Join Kind’ and select ‘Left Join’.
⚬ Step 4: Click 'OK', and the tables will join to provide the result.
• Problem Statement Recap: How can we calculate the total sales amount by
product name and product ID in our dataset?"
• Solution Steps:
⚬ Step 1: Go to the 'Home' tab and select 'Merge Queries'.
⚬ Step 2: Select the column to which you want to apply the merge.
⚬ Step 3: Then go to ‘Join Kind’ and select ‘Left Join’.
⚬ Step 4: Click 'OK', and the tables will join to provide the result.
Fun Fact!
Joins is a concept that is also widely used in SQL.

• Joins in SQL help combine data from multiple tables based on common columns.
• Types of Joins:
⚬ INNER JOIN – Returns only matching rows.
⚬ LEFT JOIN – All rows from the left table + matching from right.
⚬ RIGHT JOIN – All rows from the right table + matching from left.
⚬ FULL OUTER JOIN – All rows from both tables.
• Joins are essential for analyzing relational data in databases.

💡 SQL is a must-have skill, expected in 80% of analyst roles (Product Analyst,

Growth Analyst, Business Analyst). It helps manage large -scale company data
stored in the cloud and extract insights efficiently.
Let’s look at Google SQL Interview Question
Given the data of customer purchases, mark each possible pair of customers as
"completely similar", "partially similar", or "not similar".

SAMPLE INPUT SAMPLE OUTPUT

ARENA Q: Identify Similar Customer Profiles Based on Purchased Product Categories
Let’s look at Amazon SQL Interview Question
Given the data of sales, mark each store’s average daily sales in April 2024 as
“lower”, “higher” or “same” when compared to average daily sales of the company
in April 2024.

SAMPLE INPUT SAMPLE OUTPUT

ARENA Q: Comparing Store Revenue to Company Average for April 2024

This is the level of questions asked in Major firms like Google and Amazon, so one

needs to be really good with their SQL and problem solving skill.
Here just knowing the concepts like CTE, Join, etc won’t help you need to understand
how to solve problems how to calculate metrics, and so on to work optimally in a

competitive analytics team

In this session, we will start learning how to understand an SQL problem and

approach it from scratch

Let’s first learn few basics in Database!!
ARENA

Arena offers practice questions to help learners apply their knowledge and sharpen
their skills.
1.Almost 100 SQL-Python, 50 Spreadsheet Coding Questions.
2.Interview Aligned questions in different difficulty spectrum.
3.All the important topics are included in this Questionnaire.
• Problem Statement
• You are working as a Data Analyst at Croma Store, where the team has provided a
dataset containing customer details along with their purchases. The team now
wishes to examine the total sales. how can you accomplish this task?

Use this Link for copying and then manipulating the dataset
To complete the previous problem, we need to create a new column in which we will
calculate the 'Total Sales' using a calculated column. Then, we will measure that
column by following these steps:

Step 1: Create a new column to calculate total sales by multiplying units sold by unit
price.
Step 2: After calculating that column, we will use a calculated measure for total sales
value.
Solution:
Calculated columns are new columns that are added to a table. These columns are
calculated for each row in the table.
The formula for the new column is highlighted in the red box (formula bar). These
columns are made using the existing value of the rows.
Scenario: After completing all tasks, do you believe this is the correct method for
submitting the report to stakeholders? If you are familiar with any other data
analysis tool (eg. Excel) what do you think will the stakeholders feel
fine/comfortable with looking at the numbers or do they want something which is
easier to interpret visually?

Can we submit the report in a visual format, as we do in Excel?

Imagine presenting a report filled with numbers—while it holds
valuable insights, it may not be easy for higher executives to
quickly grasp key takeaways.
To bridge this gap, we need DASHBOARDS—a powerful way to
transform data into clear, actionable insights.

🚀📅 Ensure to attend tomorrow’s session to take your

data storytelling skills to the next level!
THANK YOU FOR