Power BI Training

Sanjay Singh
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 Introduction to Power BI 3
Agenda
Data Transformation 4

Creating Data Models 5

DAX- Creating Measures 10

Visualization 13

Optimization 5

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INTRODUCING POWER BI

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 POWER BI

In this section we’ll introduce Power BI Desktop, review the download and installation
process, adjust default settings, and explore the Power BI interface and workflow

TOPICS WE’LL COVER:

GOALS FOR THIS SECTION:
Introducing Power BI Power BI vs. Excel
• Download and install Power BI Desktop, and adjust the
settings for our course project
Installation Options Adjusting Settings • Understand the role that Power BI plays within the broader
Microsoft ecosystem

Interface & Workflow Helpful Resources • Explore core components of the Power BI Desktop interface

• Review the business intelligence workflow that we’ll follow

as we build our course project

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 POWER BI

Microsoft Power BI is a self-service business intelligence

platform, which includes both desktop and web-based
applications for connecting, modeling, and visualizing data

Learn more at powerbi.microsoft.com

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 WHY POWER BI?

Connect, transform and load millions of rows of data

• Access data from virtually anywhere (database tables, flat files, web, cloud services, folders, etc.), and create
fully automated workflows to extract, transform and load data for analysis

Build relational models to blend data from multiple sources

• Create table relationships to analyze holistic performance across an entire relational data model

Define complex calculations using Data Analysis Expressions (DAX)

• Enhance datasets and enable advanced analytics with powerful and portable DAX expressions

Bring data to life with interactive reports and dashboards

• Build professional-quality reports and dashboards with best-in-class visualization tools

Develop a versatile, in-demand skill set

• Power BI is the industry leader in self-service BI, and the skills you build in this course will be highly transferrable

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 EXCEL VS. POWER BI

EXCEL POWER BI

Excel and Power BI are

Spreadsheets Report View
built on top of the same
analytics engines
• Power BI takes the same
Power Query data transformation and
PivotTables Custom Visuals modeling capabilities and
Data Model adds powerful visualization
and publishing tools
DAX
A1 Notation Interactive Dashboards • Transitioning is easy; you can
import an entire data model
directly from Excel!

Cell Formulas Power BI Service

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 INSTALLING POWER BI DESKTOP

1) Download from Microsoft store 2) Download manually from web 3) Install as part of Microsoft 365
apps.microsoft.com powerbi.microsoft.com/downloads microsoft.com/en-us/microsoft-365

• Power BI Desktop is included as part of select

enterprise Office/Microsoft 365 subscriptions
Get • If your company uses a compatible version of
Microsoft 365, talk to an admin about getting
access to Power BI

• Windows handles automatic updates • No automatic updates (allows version control)

• Updates only elements that have been changed • Downloads an executable installation file
• Doesn’t require administrator access • Administrator access may be required

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 POWER BI SETTINGS
Global > Preview Features Current File > Data Load Current File > Regional Settings

Select all available preview features by default Make sure the following options are NOT selected: Select “English (India)” from the dropdown
(these change with each monthly release) • Update or delete relationships when refreshing data menu (this will align with the data in course
• Autodetect new relationships after data is loaded project files)
• Time Intelligence > Auto date/time

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 POWER BI WORKFLOW

Raw data is extracted and transformed in the Power

Query editor, then loaded to the Power BI “front-end”

Power Query Editor Model View Data View Report View

Power BI “Back-End” Power BI “Front-End”

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 POWER BI WORKFLOW

Power Query Editor Model View Data View Report View

Data is loaded &
transformed in the
Power Query Editor

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 POWER BI WORKFLOW

Power Query Editor Model View Data View Report View

Data is loaded &
transformed in the
Power Query Editor

Data models are

configured in the
Model View

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 POWER BI WORKFLOW

Power Query Editor Model View Data View Report View

Data is loaded &
transformed in the
Power Query Editor

Data models are

configured in the
Model View

Table features &

calculations are added
in the Data View

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 POWER BI WORKFLOW

Power Query Editor Model View Data View Report View

Data is loaded &
transformed in the
Power Query Editor

Data models are

configured in the
Model View

Table features &

calculations are added
in the Data View

Visuals & reports

are designed in the
Report View

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 HELPFUL RESOURCES

The Help tab includes documentation,

training videos, sample files, templates, and
links to support blogs and communities

The Microsoft Power BI blog The Microsoft Power BI YouTube Channel

(powerbi.microsoft.com/blog) publishes demos, feature summaries, and
publishes monthly summaries to advanced tutorials
showcase new features

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 MONTHLY UPDATES

Power BI is updated monthly, so you may notice ongoing changes to settings, options, tools, etc.
Reference the links below to stay up-to-date on product updates and new feature releases:

Power BI Desktop
https://docs.microsoft.com/en-us/power-bi/fundamentals/desktop-latest-update

Power BI Service
https://docs.microsoft.com/en-us/power-bi/fundamentals/service-whats-new

Power Platform
https://learn.microsoft.com/en-us/dynamics365/release-plans/

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Thank You

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