Data Analysis

Using MS Power BI
Lec. 3 - Summer 2024

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 MS Power
BI
Brief
Introduction: Tool
Capability &
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01 Prerequisites & Objectives Table of Contents
0
2 What is MS Power BI? -Agenda-
The Landscape of Products and Services
03
in Power BI
Flow of Data in Power BI (Main
04
Phases)
Data Connection and Report
05
Creation
Data Preparation with Power
06 Query

07 Data Modeling and DAX

08 Visuals & Features

09 Summary & Resources

10 Task: Sales Report

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 01
Prerequisites &
Objectives

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 Lecture Objectives
By the end of the lecture, you will be able to:
 Get Familiar with Power BI Ecosystem For BI Solutions including Tools, and Services.

 Identify the Features and Capabilities of Power BI Desktop.

 Describe The Four Main Phases of Data Flow in Power BI.

 Understand Key Concepts of Power BI workflow with Examples including:

Connection, Preparation, Modeling, Visualization and Reporting.

Prerequisites: Formulas is a Preferable]

• Basic knowledge of data warehouse Audience:

topology • BI professionals and Consultants:
BI Developer, Data analysts and Data Engineers.
• Familiarity with Excel. [Pivot Reports and
5 • Technically proficient business users.
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 02
What is MS
Power BI?
“Bring your data to life!.”

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 Power BI
Analysis Platform that turn your unrelated sources of data into
coherent, visually immersive, and interactive insights. Power BI
lets you easily connect to your data sources, visualize &
analyse what's important, and share that with anyone or
everyone you want. This enables fast, informed decisions.

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 Power BI - Overview

Transform data into

Visually explore and
stunning visuals and
analyse data—on-
share them with
premises and in the
colleagues on any
cloud—all in one view.
device.

Collaborate on and Scale across your

share customized organization with built-
dashboards and in governance and
interactive reports. security.

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 03
The Landscape of
Products and
Services in Power BI

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 Power BI Power BI Report
Desktop Builder
Lets you connect to, Power BI Report builder allows for
transform, and visualize the creation of paginated reports
your data. in the Power BI Service.

Power BI Power BI Report Power Bi Mobile

Service Server App
Brings together An on-premises report Connect to and interact
dashboards, server where you can with your cloud and on-
workspaces, reports, publish reports created premises data.
and datasets for in Power BI Desktop
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Power BI Common Flow

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Power BI Service & Desktop

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 04
Flow of Data in Power
BI (Main Phases)

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1) Data 2) Data 3) Data Modeling 4) Report &
Connectivity
Power BI provides a wide Transformation
The data transformation phase in The data modeling phase is Dashboard Creation
range of options to Microsoft Power BI is a crucial crucial for ensuring that the The report and dashboard
connect to different data step in the data preparation data model is structured in a phase in Microsoft Power
sources. This includes process where users shape and way that facilitates efficient BI involves creating visual
but is not limited to clean the raw data to make it analysis and supports the representations of data to
databases (SQL Server, suitable for analysis and creation of meaningful reports communicate insights
Oracle, MySQL), cloud- visualization. It includes Data and dashboards. It includes effectively. It includes
based platforms (Azure, Cleaning and Shaping, Column establishing relationships producing graphical
AWS), Excel Operations, Text Transformations, between tables, adjusting the representation of the data
spreadsheets, Date and Time Transformations, cardinality ,and cross filter, it in the form of charts,
SharePoint lists, web Conditional Transformations, also includes creating graphs, tables, and other
services, and more. Advanced Transformations, etc. calculated columns and visual elements. It also
The data transformation phase is measures, and in making includes creating
iterative, and users can preview hierarchies to let the users drill
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Extract From Data Modeling
Multiple Sources (Create/Edit
Relationships)
- One-to-one Rel.
- One-to-Many
Transform & Load - Many-to-Many
Data - Cross-filter
(Power Query) direction
- Ex: Star Schema Visualization
- Clean errors.
- Change data types - Support variety
- Rename tables, of interactive
columns visuals.
- M Language. - Visualize
- etc. complex insights
using Data
Analysis
Expression (DAX)
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 05
Data Connection
&
Report Creation

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 Report Creation

Get Data Layout

• Local data source • Page View options
• External data • Report Page
source format

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 Connection Types
• Import Mode:
the default option in Power BI and involves importing data into the Power BI data model. This
means that the data is stored in memory allowing for fast and responsive reports. its suitable for
small to medium-sized datasets that can be loaded into memory without causing performance
issues.

• Direct Query Mode:

This method allows users to connect to a data source without importing the data into the Power
BI data model. Instead, the queries are sent directly to the data source, and the results are
returned in real time.
Its good for large datasets that cannot be loaded into memory or require real-time access to the
data and in scenarios where the data is constantly changing.

• Live Connection Mode:

connect directly to Preconfigured Semantic Layer as an Analysis Services database or to another
Power BI data source

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 Demo for Report Creation

In This demo we will:

a. Connect with a data source.

b. Create a Page and configure it.

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 06
Data Preparation
with Power Query

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 What is Power Query

• Power Query is a data transformation and data preparation engine. Power

Query comes with a graphical interface for getting data from sources and a
Power Query Editor for applying transformations.

• Power Query M ("M" for short) is the functional programming language used
in Power Query Phase for ETL Purposes.

• ETL Steps Made using Power Query GUI are transformed into M Queries
and linked together sequentially in a script called M Script.

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 Demo for Power Query

In This demo we will:

a. Review Some of the Transformations and Resulting M

Code.

b. Create Date Table Using M Scripting.

c. Analyze Data using PowerBI Monitor Tools.

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 07
Data Modeling
and DAX

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 What is DAX

• DAX is a formula language. You can use DAX to define custom calculations for
Calculated Columns and for Measures.

• DAX includes some of the functions used in Excel formulas, and additional
functions designed to work with relational data and perform dynamic
aggregation.

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 Measures Vs Caluclated Columns
• Calculated Column:
a column that is added to a table in the data model, and the calculation is performed on each
row of the table, The result is stored in the column, and the calculation is performed only once.

Useful when you want to add a new column to the table that is derived from the values in other
columns, and you want the result to be available for all further calculations.

• Measures:
Measures are useful for performing dynamic aggregations on data, such as sums, counts,
averages, and so on.

Measures are not stored in the table but are calculated each time they are needed for a
visualization or calculation.

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 Demo for Data Modeling

In This demo we will:

a. Create Basic Measure Using DAX.

b. Review the Schema of Data Model and Relationships.

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 08
Visuals & Features

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 Visuals
Table and matrix visualizations
• Used for row data presentation.

Bar And column chrats

• Presenting data across different dimensions.

Line and area charts

• Used to present trends over time.

Pie chart, donut chart, and treemaps

• Used to present the relationship of parts to the whole.

Combo Charts
• Combination of column and line chart for multible measures.

Card Visualization
• Used to display a single value

Map visualization
• Used for geographical data

Slicers
• Slicers are a standalone visual that can be used to filter other visualizations with different formats

Custom visuals
• Custom viuals can be found on marketplace.
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Visuals formatting and configurations
Power BI allows a variety of options for
customizing how visualizations look
based on different visuals, with common
options such as:
• Title
• Background
• Border
• General: Such as size and location of the visual.
• Data Color
• Tooltips

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Filters

From filter pane you can put any filter

to selected visual, page, or all pages;

to filter data based on selection or

condition.

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 Hierarchies and drilldown options

• A hierarchy is a structure in which groups are ranked one

above the other, according to a specific status.

• Power BI allows user to create hierarchies and to drilldown

Year
within different levels using icons above any visual with
Quarter Quarter
1 2
different levels.
Month Month Month Month
1 2 1 2
• User can drill one level keeping the current level.

• User can drill to the lowest possible level of details.

• User can drill in both directions up and down.

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Demo for hierarchies & drilldown

In This demo we will:

a. Create a Hierarchy.

b. Use drilling options through data to get different level of

details.

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Drilling through

• Drilling through allows user to filter using a field through

another page of the report.

• It's used for getting more details from different pages in

the report.

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 Buttons and actions

Buttons can be created to do some

actions such as :

• Back : navigating back between pages.

• Bookmark : return page to a state such as resetting filters.

• Page navigation : navigate to a specific page.

• Web URL : Used to go to a specified link in browser.

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Bookmarks

• With bookmarks in Power BI, user can capture the currently configured

view of a report page, including filtering and the state of visuals.

• Later, user can go back to that state by selecting the saved bookmark.

• User can use this feature to reset filters or to hide and show some visuals.

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 Interactions
• In Power BI Desktop your report is dynamic. When you make a selection on one visual in

the report, other visuals might change to reflect that selection. Similarly, if there are

hierarchies in your data, you can move up and down the hierarchy to see the data at

different levels.

• When you have multiple visuals on the same report page, they all interact with each other,

so you should become familiar with these interactions and see how your report changes.

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 Roles (RLS: Dynamic security)

• In Power BI Roles can be used to define user access for data by a strict rule.

• It can be used for row level security by defining security role for data to limit

access to several users for specific data.

• Roles can be validated after creation using the "view as" option.

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Report Publishing

• To publish the report open Power BI server then navigate to targeted folder

and click on upload.

• You can change Data source, manage the refresh scheduler, and permissions

by the "manage" option on the server.

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 09
Summary &
Resources

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 Summary
 Power BI is 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. The Services including:
- Power BI Desktop: A desktop application for creating reports and visualizations.
- Power BI Service: An online Software as a Service (SaaS) platform where you can share
and collaborate on reports and dashboards.
- Power BI Mobile Apps: Available for Windows, iOS, and Android devices, enabling you
to access insights on the go.
- Power BI Report Server: An on-premises report server where you can publish reports
created in Power BI Desktop.

Resources:
• Power BI Full Course Tutorial (8+ Hours)
• Power BI Tutorials for Beginners
• DAX 101 & Advanced DAX

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10
Task

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 Task: Sales Report

Task Description:
It is Required to Create a Report for Adventure Works Sales Department
by Connecting to the Data Warehouse that Built Previously.

Task Goals:
There are two Pages Required in the Sales Report:
A. Sales Analysis by Customers-Region
B. Sales Analysis by Product-Category

42
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 Thank You

Ejada Systems Company Limited ‫شركة إجادة للنظم‬

‫المحدودة‬ www.ejada.com | [email protected]
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