Power BI Live 13

Week 1
 Your turn!!

Name
Educational Background
Professional Background
 Goals for the Workshop

Get you excited about having a career in the field of Data

Review all features of Power BI

Four pillars of Power BI solutions

How to build great reports and dashboards

Advanced tips and tricks to develop analytical solutions

 Course Content

• 2-3 x case studies/Data sets used to cover the 4 x pillars of Power BI

development
• Overall weightage: Attendance during the course is mandatory, followed by
Performance in quizzes and project.
• Individual projects will be allocated to participants. Project list will be shared
on 24th November, 2023.
• Project submission deadline will be mid-night (11:59pm) 28 th December,
2023
• Final exam to be conducted on 30th December, 2023. Exact time will be
communicated later.
• Submission of project and filling of feedback form is mandatory in order to
participate in the final exam
• Mandatory requirements to get DICE certificate
• Submission of project
• Appear in final exam
• 60% marks collectively in Project and Exam
Data Analysis
What is Business Intelligence?
 What is Business Intelligence?
Business intelligence is a general term that refers to the collection, analysis, and
use of data in business to make decisions.

Transform Data into Successful Decisions

Aggregate Present Inform a

Data Data Decision

Reporting Tools,
Database, Data Mart, Data Dashboards, Static Decisions are Fact-based
Warehouse, ETL Tools, Reports, Mobile Reporting, and Data-driven
Integration Tools OLAP Cubes
 What is Business Intelligence?

Advance Analytics

What we have to do Actio

n SUGGEST NECESSARY ACTION
Act
ion
Why Happened STATISTICAL ANALYSIS , DATA MINING ,
Analy
tics nal ytics PREDICTION
A
What's the Impact DASHBOARDS FOR PERFORMANCE
Business Intelligence

Visu
a lizati a l i zation MANAGEMENT
When Happened on Visu
INFORMATION DELIVERY
What Happened Repo ting
r ting or
Rep
DATA MANAGEMENT
Data Integration

DATA INTEGRATION
Data on
Foun ati METADATA
dati ound
on ta F
D a
What is Business Intelligence?
Data Life Cycle and Business Intelligence
Data Life Cycle and Business Intelligence
Data Life Cycle and Business Intelligence
Data Life Cycle and Business Intelligence
Data Life Cycle and Business Intelligence
Business Intelligence Tools
 Business Intelligence Tools

Should we really compare Power BI (or any other BI

tool) with Microsoft Excel?
Excel vs Power BI
 Power BI: Detailed Overview

Power BI Desktop Power BI Service Power BI Mobile App

Power BI: Detailed Overview
Power BI: Detailed Overview
Power BI: Detailed Overview
 Learning path in BI
Data Governance
Enterprise Data
Cloud concepts Management
Data Strategy

BI portfolio
ML concepts using Python / R
Domain knowledge
BI tools certification

BI Tools (Power BI, Tableau) Data Storytelling

SQL
Basics of Data Warehousing

Excel
Power point

Beginner Level Intermediate Level Advanced Level

Power BI installation
 4 pillars of Power BI Development

DAX programming

Loading and
Transforming Data

Data Modeling Reports and Visualizations

 Types of Data in BI Reporting

Categorical

Ordinal

Quantitative

Spatial

Temporal
 Types of Data in Power BI Reporting

Categorical – Channel, Currency code, Customer Names, Suburb, City etc

Ordinal – order or sorting matters like Low, Medium, High or Small,

Medium, Large, Days of Week, Days of Month etc

Quantitative – On which mathematical operations can be

performed like Sum, Average etc

Spatial – Longitude, Latitude, Country, Province, State etc

Temporal – Date, Time

 Loading and Transforming Data

Loading and
Transforming Data
 Power Query Editor

Tool for connecting and accessing data

ETL operations

Cleaning Data

Transforming Data

Appending and Merging Data

 Types of Data Connectors

Flat files and folders (Excel, CSV, Text etc.)

Databases (SQL, Access, Oracle, IBM etc.)

Online Services (Sharepoint, Google Analytics,

Salesforce, Dynamics 365 etc.)

Others (Web feeds, Odata, Spark, Hadoop etc.)

 Connecting with source data systems

Microsoft Excel

CSV files / folder

Web connection

Odata feed

Relational Database
 Query Editor

Data Source settings

Refreshing Queries

Home Tab options

Transform Tab options

Add Columns options

Data Profiling (Column Quality)
Data Profiling (Column Distribution)
Data Profiling (Column Profile)
 Basic Transformations

Column specific: Remove Columns, sort values,

duplicate, move, change data types

Keep or Remove rows

Text specific: Split columns, format, merge and

extract

Number specific: Statistics, Scientific, Information

Date Specific
 Basic Transformations

Add Index column

Adding conditional columns

Adding columns from examples

Adding custom columns

Append and Merge columns

 Parameters and Custom Functions

Parameters give the flexibility to dynamically change the output of queries depending on their value, and can be used for

1. Changing the argument values for particular transforms and data source functions

2. Inputs in custom functions

A parameter can be used in many different ways, but it's more commonly used in two scenarios:

Step argument—You can use a parameter as the argument of multiple transformations driven from the user interface (UI).

Custom Function argument—You can create a new function from a query and reference parameters as the arguments of your custom
function.
 Use functions

Functions allow to re-use code

Changing the argument values for particular transforms and data source functions
 Transpose, Pivot and Un-pivot

Transpose: Move columns to rows or rows to columns for the entire table

Pivot: Rows to columns, adds columns but summarizes it using math functions like count, min,
max, sum, median etc

Un-pivot: Columns to rows, squeezes the columns and converts to attribute and value
Transpose, Pivot and Un-pivot
Transpose, Pivot and Un-pivot Example
Transpose
Transpose
Un-pivot
Un-pivot
Pivot
Pivot
Grouping and Aggregating Data
 Difference between Duplicate and
Reference
• Duplicate
 Duplicate will give you an exact copy of the query with all steps.
 Duplicate is a good option to choose when you want the two copies to be isolated from
each other
 Add as New Query is a Duplicate action
• Reference
 Reference will create a reference to the original query instead as a new query.
 Reference is a good option when you create different branches from one original query.
 Combining a query with its reference creates a circular reference and is not possible.
 Append Queries as New / or Merge Queries as New is a Reference action
Practice on Loading and Transforming Data