POWER BI
Unleash the Power!!!
CONTENTS
Project analysis slide 2
INTRODUCTION DASHBOARDS
POWER
ANALYSING DATA DAX EXPRESSIONS
BI
CASE STUDIES POWER BI SERVICES
WHAT IS
POWER BI
• A business analytical solution
that lets you visualize your data
and share insight across
organization . It connects to
hundreds of data source and
bring your data to life with live
dashboards and reports
• It is a simple and yet deeply
diversified tool which able us to
visualize the data to helps us to
make business decision.
• Power BI is a unified, scalable
platform for self-service and
enterprise business intelligence
(BI). Connect to and visualize any
data, and seamlessly infuse the
visuals into the apps you use
every day.
Understanding Power BI core Tools
POWER BI DESKTOP POWER BI SERVICE POWER BI MOBILE
WEBSITE LOGIN
DESKTOP
DATASET
MOBILE APPLICATION
DATASET VISUALIZE
REPORT
VISUALIZE DASHBOARD
COLLABORATION READ ONLY
REPORT
SHARE
Power BI on
Magic
Quadrant
• For 13 consecutive
years, Gartner has
recognized Microsoft
as a Magic Quadrant
Leader in analytics and
business intelligence
platforms
WHAT IS
POWER BI
BUSINESS INTELLIGENCE
TOOL
REPORTS AND DASHBOARD
DATA CLEANING
DATA MODELLING
•It is an ETL Tool
•Extract Transform Load Tool
WHAT IS •Used for Cleaning the data
POWER
QUERY •It is basically the combination of SQL, Excel & VBA
•Free Add-In by Microsoft
•It is by default in Microsoft Excel 2016, Excel 2019
and Power BI
•Separate Add-In is available
Why use Power Query
Join 100 tables in 3 button clicks
Join 100 Excel files in 8 button clicks
Join 100 CSV files in 3 button clicks
Join 100 SQL Tables in 3 button clicks
Date Age/Duration in few clicks
Why learn Power Query
Reason 1 Replace the shortcuts
Reason 2 Automates the workflow
Reason 3 Replace almost 99+ formulas
Reason 4 Replaces VLOOKUP
Reason 5 Makes life simple
TERMINOLOGIES
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There are four phases Power Query common Connect Make Transform Shape
to using Power Query. steps connections to data data to meet your
in the cloud, on a needs, while the
service, or locally original source
remains unchanged
Combine Integrate Load Complete your
data from multiple query and load it into
sources to get a a worksheet or Data
unique view into the Model and
data periodically refresh it.
Feature Measures Calculated Columns
Measures are formulas used to
perform calculations on data as it Calculated Columns are formulas
Definition
appears in reports or that add new data to a table.
visualizations.
Calculated at the time of Calculated when data is loaded or
Calculation Time
querying, making them dynamic. refreshed.
Do not have a row context; they
Have a row context; each row is
Row Context work on aggregations across
calculated independently.
rows.
Often used in visuals for Used to display or filter data in
Use in Visualizations
aggregation (like SUM, AVERAGE). visualizations.
Not stored in the model, Stored in the model, increasing
Storage
calculated in real-time. the size of the data model.
Generally, faster for large Can be slower for large datasets,
Performance datasets due to on-the-fly as data is pre-calculated and
calculation. stored.
Creating new categories, date
Calculating total sales, average
Example Use Cases calculations, combining data from
price, year-over-year growth.
different columns.
BASIC TRANSFORMATION
DATES TEXT NUMBERS
DATE
• YEAR
• NAME OF MONTH
• QUARTER
• WEEK OF THE MONTH
• WEEK OF THE YEAR
• EARLIEST DATES
• LATEST DATES
• AGE
HOW THE
GRAPH
SHOULD
BE
QUICK TASK
CONNECT TO SAMPLE SUPERSTORE DATA AND
IMPORT “ORDERS” SHEET.
Merge queries
• SELECT THE QUERY/TABLE AND CLICK ON MERGE
QUERIES
• SELECT THE SECOND TABLE FROM THE NEXT
DROP DOWN
• SELECT THE MATCHING COLUMNS
• HIT OK
• EXPAND THE TABLE AND SELECT THE REQ
COLUMNS
MERGE QUERIES
• SIMPLE MERGE
• CONCATENATED MERGE
• INNER JOIN
• FUZZY MATCH
• TYPE OF JOINS
• ANTI JOINS
ANALYSING
SALES DATA
• IMPORT SALES AND PRODUCT
PRICE
• MERGE QUERIES – PRODUCT AS
COMMON COLUMN
• DERIVE SELL PRICE
• MULTIPLY SELL PRICE * UNIT SOLDS
= GROSS SALES
• TO CALCULATE NET SALES
• USE CUSTOM COLUMN – [GROSS
SALES]-([GROSS
SALES]*[DISCOUNT])
• WE HAVE THE NET SALES
Grade table
Conditional
0-63 F column
64-72 D
73-84 C
85-95 B
96 and above A
Top N Filters • Create New Card
• Drop the State on the card
• Go to Filters Pane
• Go on “Add Data Field
Here”
• Add State on “Add Data
Field Here”
• Click on Basic Filtering and
select Top N
• Provide the value as Top 1
• Based on Sales
MERGE QUERIES
• CONNECTED THE FILES
• LOAD THE TABLES
• HOME MERGED QUERIES
• SELECT BOTH THE TABLES
• SELECT THE COMMON COLUMN
• HIT OK
• CREATE A NEW COLUMN WITH TABLES IN IT
• EXPAND AND SELECT THE REQ COLUMNS
NESTED CONDITIONS IN POWER BI
• THE CANDIDATE HAS TO GO THROUGH 4
ROUNDS OF INTERVIEW.
• IN EACH ROUND HE/SHE HAS TO SCORE
MORE THAN 40 IN ORDER TO BE ACCEPTED
OR ELSE REJECTED
• Import using Folder
• Specify the folder path
APPEND • In the navigator window, select the
Transform Data tab
EXCEL
• Right click on the Binary column which
has Binary Data & remove other
columns
• Go to Add column and click on Custom
Column
• Use the formula in the formula window
=Excel.Workbook([Content])
• A new column will be created which has
the table
• Click on the diverging arrow on the
column header
• Go to the Kind column and filter Data
• Keep the Data column which has the
table and remove other columns
• Click on the diverging arrow and your
table will be appended
Clean & Append (Invoke Custom Fun)
• Import file and clean the file
• Go to Home Tab Manage Parameter New Parameter
• Create a new parameter
• Go the clean query file Source Step in Applied Step Advance Path
Remove the file Name Add Part Replace with Parameter
• Check the preview path
• Right click on the clean query and Create Function
• A new function will be created in the Queries Pane
• Import the folder Transform
• Remove all column except the parameter name
• Add Column Invoke Custom Function
Pivot & Unpivoting
data
• Pivoting and unpivoting are two important
data transformation operations in Power BI
that allow you to restructure data from
rows to columns or from columns to rows.
Product Region Quarter • From Table 1 to Table 2 can be achieved through Pivoting
Sales the columns and vice versa is called as Unpivoting column
A North Q1
10000
Quarter Quarter Quarter Quarter
A North Q2 Product Region
12000 1 Sales 2 Sales 3 Sales 4 Sales
A North Q3 A North 10000 12000 15000 20000
15000
A North Q4 A South 8000 10000 12000 16000
20000
B North 12000 15000 18000 22000
A South Q1
8000 B South 10000 12000 15000 20000
A South Q2
10000
A South Q3 • TABLE 2
12000
A South Q4
16000
B • TABLE
North 1 Q1
12000
B North Q2
15000
B North Q3
18000
