BEGINNER’S

GUIDE TO POWER
BI
Concise, Practical, Jargon-
Free guide for Excel users to
develop their first Power BI
Report
Exercise Files &
Quiz Included

ALI NOORANI
 CHAPTER 1: INTRODUCTION TO POWER BI

CHAPTER 1
Introduction to Power BI
✔ What is Power BI
✔ Different Products of Power BI
❏ Power BI Desktop
❏ Power BI Service
❏ Power BI Report Server
❏ Power BI Mobile

✔ Competitive Advantages of
Power BI

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 CHAPTER 1: INTRODUCTION TO POWER BI

What is Power BI
Power BI comprises a comprehensive suite of self-service Business Intelligence (BI) tools
designed to facilitate data analysis and the seamless dissemination of insights. Within the
Power BI ecosystem, several distinct products coexist, each possessing its unique capabilities
and constraints. These products include Power BI Desktop, Power BI Service, Power BI
Report Server, Power BI Embedded, and the Power BI Mobile App.

In this course, you will navigate through the different phases associated with the development
of a Business Intelligence (BI) solution. The accompanying flowchart below will serve as
your visual guide, assisting you in grasping the nuances as we progress in the course.

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 CHAPTER 1: INTRODUCTION TO POWER BI

Different Products of Power BI

Power BI Desktop:
Power BI Desktop is a free application that can be installed on a local computer. It allows

collecting data from multiple sources, transforming raw data into clean, workable data,

creating data models, and developing fine-looking reports. You cannot create dashboards on

Power BI Desktop.
Power BI Service:
The Power BI Service is built upon and protected by the Windows Azure Cloud platform.

With Power BI Service, you can share your reports and dashboard with your co-workers and

other stakeholders. It also allows you to create workspaces to collaborate on the development

of reports. Data flows allow for the transformation of the dataset. However, you can not make

or amend data models in Power BI Service.

Power BI Report Server:
The Power BI Report Server is an on-premises report server that hosts Power BI reports

(.pbix), excel files, and paginated reports (.RDL). It also has a web portal to display reports

and KPIs.
Power BI Mobile:
All the reports and dashboards created on Power BI Service or Desktop, whether on-premises

or in the cloud, become available in the Power BI Mobile Apps. These reports and dashboards

can be viewed on iOS (iPad, iPhone, iPod Touch, or Apple Watch), Android, or Windows

devices. See the table below to distinguish between the capabilities and limitations of Power
Criteria Power BI Desktop Power BI Service
BI Desktop vs. Service.

What is it? A free application installed on a A cloud-based service.

computer.

Primary Use Designed for comprehensive data Focused on light report

analysis and report creation. editing and collaboration.

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 CHAPTER 1: INTRODUCTION TO POWER BI

Offers powerful data modelling Allows connection to data

Data Modeling capabilities with the ability to import sources but with limited
and combine multiple data sources. modelling capabilities.

Provides a wide range of Similar range of

Visualization Visualization options and interactive Visualizations as Desktop;
features like drill-downs, filters, and includes web-based report
slicers. editing.

Enables creation and publication of Facilitates sharing and

Publishing reports and dashboards to Power BI collaboration on reports and
Service for sharing and dashboards within
collaboration. workspaces.

Data Sharing and Not available in Desktop. Available in Service, allowing

Collaboration for effective collaboration and

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 CHAPTER 1: INTRODUCTION TO POWER BI

Competitive Advantages of Power BI

✔ For 14 consecutive years, Gartner has recognised Microsoft as a Magic Quadrant
Leader in analytics and business intelligence platforms.

✔ Power BI developers remain constantly engaged with the community and act upon bug
fixes, recommendations, and feedback remarkably fast.

✔ It does not require significant initial learning to start with Power BI as it is

comparatively easier to navigate and more intuitive for new users.

✔ Microsoft Power BI offers one of the lowest per-user pricing options. Most of the
features are given out for free, and even a Pro License just costs $10 per month, which
is much cheaper than its competitors.

✔ Power BI can be integrated with Microsoft Teams, making it the most preferred option
for remote work.

✔ It has an incredibly easy-to-use Visualization tool; charts are interactive by default.

✔ It’s easy to import data from SQL servers (on-premises and cloud), flat files, Spark
clusters, and almost all the popular online services.

✔ Power BI offers augmented analytics through AI-infused experiences, including

anomaly detection capabilities and narratives that utilise the Natural Language
Generation (NLG) technique.

Enrol now to our Power BI Essentials Course, To get an in-depth introduction to the
Microsoft Power BI Products and Services.
https://powerbitraining.com.au/power-bi-basic-training-course/

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 CHAPTER 2: GETTING STARTED WITH POWER BI

CHAPTER 2

Getting Started with Power BI

✔ Setting Up Office365 Business Basic Trial
Account
✔ ❏ Power BI Service
Power BI Free License Comparison
❏ Power BI Pro
❏ Power BI Premium
✔ Downloading Power BI
Desktop

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 CHAPTER 2: GETTING STARTED WITH POWER BI

Setting Up Office365 Business Basic Trial Account

Signing up for Power BI Service cannot be done using a personal email address and requires
an email account on your company’s website. However, this can be bypassed by signing up
for an Office365 Business Basic trial account and using that to sign up for Power BI Service.
You can continue using Power BI even after your subscription has expired.
To get started:
1. On your internet browser, go to Microsoft 365 Business Basic | Microsoft 365.
2. Click on Try free for one month.

3. Select the number of people who will use this account.

4. Enter your email address and click Next.

5. Click on Set up account.

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 CHAPTER 2: GETTING STARTED WITH POWER BI

6. Enter your details and click Next.

7. Set up your password and click Next.

8. Enter your details for quantity. Then click on Add payment method and enter your
details.

9. Keep track of the new email address and wait a few minutes for the setup to
complete.

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 CHAPTER 2: GETTING STARTED WITH POWER BI

Signing Up for Power BI Service

We can now use the Office365 Business Basic trial account we created in the previous step to
sign up for the Power BI service.

1. On the browser, go to www.powerbi.com.

2. Sign in with Enter the Office365 Business Basic Trail email address you created in the
previous section. Click Next.

3. In the Let’s get you started Section, click on Continue.

4. Fill out the details required in the Create your account Section.

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 CHAPTER 2: GETTING STARTED WITH POWER BI

5. You have successfully signed up for Power BI Service.

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 CHAPTER 2: GETTING STARTED WITH POWER BI

Power BI Service License Comparison

Changes in Microsoft Licences have been coming quickly. It is advisable to subscribe to
Power BI blogs to remain current with the latest announcements.
Three types of Power BI licences/subscriptions per users are listed on the pricing page:
Power BI in Microsoft Fabric free account:
Power BI Free is included in all Office 365 Plans, and you can sign up for Power BI Free any

time you like. With Power BI Free, some of the features you get are as follows:

✔ You can consume a data capacity of up to 1 GB/user.

✔ With this licence, you can import data from 70+ data sets.
✔ It allows users free access to Power BI Desktop.

Power BI Pro:
Power BI Pro costs $10/user/month (AUD 15.21). It is also included in Office 365 Enterprise

E5. With Power BI Pro, some of the features you get are as follows:

✔ Everything you get with Power BI Free License.

✔ You can consume up to 10 GB/user data capacity.
✔ With this licence, you can import data from 70+ data sets and share reports with other
users.
✔ Consumers of the report also require a Pro licence.

Power BI Premium:
Power BI Premium costs $20/user/month (AUD 30.42). It is mainly used by businesses who

want Premium license services but don’t want to pay much; it offers most Premium services

except for unlimited distribution and multi-geo support. It is also included in Office 365

Enterprise E5. With Power BI Premium, some of the features you get are as follows:

✔ Everything you get with Power BI Free License.

✔ You can consume up to 100 TB Maximum storage.
✔ With this license, you can import data from 70+ data sets and share reports with other
users.
To get more information regarding the subscriptions per capacity types, visit the Microsoft
official webpage: https://powerbi.microsoft.com/en-us/pricing/

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 CHAPTER 2: GETTING STARTED WITH POWER BI

Downloading Power BI Desktop

There are two main ways to download Power BI Desktop:
✔ Microsoft Download Center
✔ Microsoft Store (this option is only available for Windows 10 and later)

Downloading via Microsoft Download Center

To download from Microsoft Download Center:
1. Go to the Microsoft Download Center
https://www.microsoft.com/en-us/download/details.aspx?id=58494.
2. Click on the Download button.

3. Choose the version of Power BI Desktop that matches your operating system (32-bit
or 64-bit).

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 CHAPTER 2: GETTING STARTED WITH POWER BI

4. Run the setup file to install Power BI Desktop.

5. Click Next and follow the on-screen instructions to complete the installation.
6. Select Finish to run it.

7. On the startup screen, select Sign In and enter your Office365 Business Basic email
address and password.
8. You can now use Power BI Desktop.

Downloading via Microsoft Store:

1. Open the Microsoft Store app.

2. Search for Power BI Desktop.

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 CHAPTER 2: GETTING STARTED WITH POWER BI

3. Click on the Get button.

4. Power BI Desktop will be downloaded and installed automatically.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

CHAPTER 3

Power BI Desktop Navigation

✓ Exploring Power BI Desktop Navigation
✓ Getting Familiar with Ribbon Menu
✓ Getting Familiar with Tab Menu
✓ Introduction to Pane Switcher and Filter Pane
❏ Filters Pane
✓ Getting Started with Power Query Editor
❏ Power Query Editor Layout

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Exploring Power BI Desktop Navigation

Power BI Desktop is a free desktop application that lets you import data from different
sources, transform it, and convert it to visually compelling reports and dashboards. It also lets
you share your reports on the web via Power BI Service. This section will introduce you to
different menus and sections of Power BI Desktop.
Power BI Desktop has four different sections for navigation purposes:

1. Ribbon Menu
2. Tab Menu
3. Power Query Editor
4. Visualizations Section
5. Filters Page
6. Desktop/Mobile Layout
7. Report Pages
8. Zoom Control
We will discuss these in detail one by one in the next section.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Getting Familiar with Ribbon Menu

Power BI Desktop's Ribbon menu, like other Microsoft products, includes various options to
interact with the application. Let us discuss some of them briefly.

File: Once you are in the report view, in the upper left corner, you have the File menu
containing various options related to the file.

Home: The home tab in the ribbon menu consists of various sub-sections that provide
options to help you create and publish reports.

Insert: This tab of the ribbon menu contains all the options for adding new
components to the report.

Modelling: This tab of the ribbon menu contains all options related to data modelling.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

View: This tab of the ribbon menu contains options related to the user interface.

Optimise: This tab of the ribbon menu contains options to identify slow-performing
visuals and explore potential bottlenecks.

Help: – This tab of the ribbon menu contains multiple options for help.

External Tools: – This tab provides access to resources and connections.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Getting Familiar with Tab Menu

On the left side of the application, you will see three tabs. Let us explore them from top to
bottom.

1. Report: This allows you to access the canvas to create your report using different
visual techniques.
2. Table View: This section visualizes all your datasets in tabular format.
3. Model View: You can see the tables' relationship here. You can also rearrange and
connect different tables to form a data model.

4. DAX Query View: It allows you to write and run DAX queries directly within Power
BI, giving you increased flexibility and control over your data model and
calculations.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Introduction to Pane Switcher and Filter Pane

The Power BI Desktop interface has evolved significantly, introducing the Pane Switcher as a
critical component in streamlining your report creation workflow. The Pane Switcher is a
vertical bar on the right side of your Power BI Desktop window, providing quick and easy
access to essential panes.
Getting Started with the Pane Switcher:
1. Click on the View tab.
2. Select the panes to show on the right in the Show Panes section. Select all options in
the pane switcher dropdown menu.

3. Customize the displayed panes and their order.

4. To add a pane, click on the + sign and then click on the pane toggle.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Different Panes in the pane section are:

✔ Data: This pane contains all the tables in your datasets/data models and their
respective fields/columns.

✔ Build a Visual: All visuals and their relevant configuration options are found in this
tab.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

✔ Selection: Explore data interactions and selections made on your visuals.

✔ Bookmarks: Navigate through specific report sections or visualizations.

✔ Format: Customize the visual appearance of your charts and graphs.

✔ Sync Slicers: This helps ensure consistency and synchronization of slicers across
different report pages.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

✔ Performance Analyzer: It is used to analyze the time it takes for different visual
elements in your report to update when interacting with slicers, filters, or other
controls.

Filters Pane
In the Filters pane, you can configure new filters and update existing filters.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

Getting Started with Power Query Editor

Power Query Editor lets you clean and transform data for further analysis. It has multiple
options to assist you in pre-processing your datasets and make them usable for visualizations.
It lets you record every step to transform or clean data so that it can be reviewed, amended, or
removed later if required.
To open the Query Editor:
1. Click on the Home tab in the Ribbon Menu.
2. In the Queries section, click on Transform Data.
3. Now click on Transform Data to enter the Query Editor.

Power Query Editor Layout

Let us explore the navigation options briefly.

1. Ribbon Menu: The Ribbon menu contains tabs with various options to help you in
data cleaning and transformation.
2. Queries Pane: This pane contains all the tables.

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 CHAPTER 3: POWER BI DESKTOP NAVIGATION

3. Data View: This area shows a tabular view of your data.

4. Query Settings: All the steps performed on the data are recorded here during data
cleaning and transformation.
5. Row and Column Count: It shows the total rows and columns of the data based on
the current profile.

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 CHAPTER 4: GETTING DATA FROM DATA SOURCES

CHAPTER 4

Getting Data from Data Sources

✓ Getting Data in Power BI
❏ File
❏ Database
❏ Power BI Platform
❏ Azure
❏ Online Services
❏ Other
✓ Getting Data from Excel

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 CHAPTER 4: GETTING DATA FROM DATA SOURCES

Getting Data in Power BI

Power BI supports connection to an ample number of data sources like File, Azure Cloud
Services, SQL Databases, websites, and even from web applications like Salesforce and
Google Analytics, etc. You can connect to these sources by clicking the Get Data button in the
Home ribbon. Some common data source categories are:

File:
The file category contains different file types, including Excel, CSV, XML, PDF, Jason, etc.

You can even connect to a folder containing multiple flat files.

Database:
The database category contains industry big names like Oracle, SAP Hana, Amazon Redshift,

SQL, IBM, etc.

Power BI Platform:
This lets you connect with Power Platform sources.

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 CHAPTER 4: GETTING DATA FROM DATA SOURCES

Azure:
Microsoft has its own Cloud Service called Azure. This category contains a long list of

Azure-based databases to connect to.

Online Services:
The online services section provides connectivity with SaaS tools such as Google & Adobe

Analytics, Salesforce, Dynamics, Facebook, and GitHub.

Other:
You can also connect to other data sources like Web, R scripts, Hadoop files, ODBC, Active

Directory, and Microsoft Exchange here.

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 CHAPTER 4: GETTING DATA FROM DATA SOURCES

Getting Data from Excel

Excel is still by far the most widely used spreadsheet app by many businesses worldwide. For
this manual, download the Sales Data workbook from:
https://www.powerbitraining.com.au/powerbidesktopcrashcoursedownloads/

You can get the data from Microsoft Excel into Power BI by following the below-mentioned

steps.
1. Click on Excel Workbook in the Data section of the Home tab in the Ribbon.

2. Browse to the location where you saved the dataset on your computer to open it.

3. Click on sales, country, and product.

4. Click Transform Data.

Wait for the processing to finish and the Navigator windows to appear.

Sometimes, you need to change the path of your source file. You just need to hit on Home Tab
>Transform data>Data Source Settings. Here, you can browse your desired file path. This
will update the source, and refreshing your report will show the impact as well.
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 CHAPTER 5: DATA TRANSFORMATION

CHAPTER 5
Data Transformation
✓ Removing Blank Rows from the Top
✓ Using the First Row as a Header
✓ Removing Blank Columns and Choosing Relevant
Columns
✓ Renaming Column Names
✓ Understanding the Data Types
❏ Number Data Types

○ Decimal Number

○ Fixed Decimal Number

○ Whole number

❏ Date/ Time Data

Types
○ Date/Time

○ Date

○ Time

❏ Text Data Type

○ Text

○ Boolean

✓ Removing Errors
✓ Removing Duplicates

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 CHAPTER 5: DATA TRANSFORMATION

Removing Blank Rows from the Top

As you can see there are some blank rows on the top. We will start by removing them.
To Remove Top Rows:
1. Click on Sales Table Query on the left pane.

The top 2 rows are empty and need to be removed.

2. Select Remove Rows on the Home tab.
3. Click on Remove Top Rows from the dropdown list.

4. Type the number of rows, which is 2.

5. Click OK.

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 CHAPTER 5: DATA TRANSFORMATION

Using the First Row as a Header

After removing the top 2 empty rows, we can see that the Header still contains Column 1,
Column 2, etc. However, our headings (Trans Date, Ret City, etc.) remain in Row 1.
To promote the first row to column header names:
1. Click on Sales Table Query on the left pane.
2. Select Use First Row as Headers.
3. Click on Use First Row as Headers from the drop-down.

The column names in the first row will be promoted to column header names.

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 CHAPTER 5: DATA TRANSFORMATION

Removing Blank Columns and Choosing Relevant Columns

Now, we will remove blank and irrelevant columns.
1. Click on Sales Table Query on the left pane.
2. Right-click on the Column1 header to select the blank column.
3. Click on Remove.

Columns can also be removed by clicking on Manage Columns > Remove Columns
> Remove columns.

In addition, we don’t need columns Order Method Type and Urgent for our analysis,
so will remove them, too. The Choose Column option is another handy way to remove
irrelevant columns (especially when dealing with large queries).
4. Select Choose Columns > Choose Columns from the Home tab.

5. Uncheck the Order method type and Urgent columns.

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 CHAPTER 5: DATA TRANSFORMATION

6. Click OK.
7. Similarly, we will remove the blank columns from the Country Table.
8. Click on Country Table Query on the left pane.
9. Click on Column 3, Column 4 up to Column 9 headers while pressing the Shift key
to select the blank columns.
10. Click on Manage Columns > Remove Columns > Remove columns.

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 CHAPTER 5: DATA TRANSFORMATION

Renaming Column Names

Now, we will rename columns. The intention is to make column names as easy as possible.
You can rename a column in two ways:
✔ Right-click on a column header and select rename.
✔ Double-click on the column header and write a new name.
To Rename a column:
1. Click on Sales Table Query on the left pane.
2. Click on Trans Date and rename it to Transaction Date.
3. Click on the Value column to rename it to Sale Price.
4. Click on RetCity and rename it to Retailer City.

5. Similarly, click on Product Table Query on the left pane.

6. Click on Product type and rename it to Product Type.
7. Click on Product line and rename it to Product Line.

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 CHAPTER 5: DATA TRANSFORMATION

Understanding the Data Types

Although Power BI can detect correct data types automatically, we may need to change them
at times. Some Important Data Types are explained below:
Number Data Types:
✔ Decimal Number: This data type can store numbers with a decimal separator, and the
numbers can be up to 15 digits long. The decimal can be placed anywhere between
numbers.

✔ Fixed Decimal Number: It has a fixed location of decimal occurrence, as it can only
have a maximum of four digits to the right. The maximum length of this type of
number is 19 digits. This type is ideally used for currency representation.

✔ Whole number: These numbers are a maximum of 19-digit long numbers with no
decimal separator. It can be represented as both positive and negative.

Date/ Time Data Types:

✔ Date/Time: Both date and time values can be stored under this data type. Dates from
1900 to 9999 are supported.

✔ Date: Only date is supported with no time. It is suitable for scenarios where Time has
no significance in the calculations.

✔ Time: Only time is supported with no date. It is suitable for scenarios where the Date
has no significance in the calculations.

Text Data Type:

✔ Text: This data type is a Unicode character data string and can store anything from
strings, numbers, or dates in a text format. The maximum allowed length is
268,435,456 Unicode characters. Data stored under this data type will have no impact
on numerical calculations..

Boolean:

✔ True/False: This data type only sets a value to True or False.

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 CHAPTER 5: DATA TRANSFORMATION

Removing Errors
Getting rid of erroneous values is also involved in the Data Transformation process. As you
can see, we have some errors in the Quantity Sold Column.
To remove errors:
1. Click on Sales Table Query on the left pane.
2. Right-click on the Quantity Sold column header.
3. Click on Remove Errors from the dropdown list.

Visit our Blogs, to learn more about Data Transformation:

https://www.powerbitraining.com.au/category/data-transforma
tion/
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 CHAPTER 5: DATA TRANSFORMATION

Removing Duplicates
Duplicates are one of the common problems in datasets. So far, we have been working with
Sales Table. In this exercise, we will be working with Country Table. As you can see, Los
Angeles and Melbourne are duplicates.

You can cope with this issue by following the steps below.
1. Click on the Country column header, hold the Shift key, and click on the City
column header to select both.
2. Right-click on the City column header.
3. Click on Remove Duplicates.

4. Now click on “Close & Apply” at the top left corner.

Congratulations on completing the Data Transformation chapter! Ready to take your Power BI
skills to the next level? Check out our Power BI Essentials Course for a comprehensive
introduction to the world of Power BI:
https://powerbitraining.com.au/power-bi-basic-tra
ining-course/
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 CHAPTER 6: INTRODUCTION TO DATA MODELING

CHAPTER 6
Introduction to Data Modeling
✔ Understanding Data Modeling
❏ Primary Keys (or a Unique
Identifier)
❏ Foreign Keys
✓ Cardinality and Cross Filter Direction
❏ Cardinality
○ Many to One (*:1)
○ One to One (1:1)
○ One to Many (1:*)
○ Many to Many (*:*)

❏ Cross Filter Direction

○ Single
○ Both

✓ Deleting Relationships
✓ Creating New Relationships: Drag and Drop

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 CHAPTER 6: INTRODUCTION TO DATA MODELING

Understanding Data Modeling

Data Modeling is the process of creating relationships between multiple datasets. These
Relationships are established by relating the Primary Key and Foreign Key. Once
relationships are in place, these datasets act as a single data model, which can be used for
Visualization and reporting.
Primary Keys (or a Unique Identifier)
The Primary Key is the field that uniquely identifies each row in the table. In our case, the
Product Code in the Product Table will act as a Primary Key.
Foreign Keys
A Foreign Key is the field that refers to the Primary Key in another table. Foreign keys can

have duplicates. In our case, the Product Code in the Sales Table will act as a Foreign Key

for the Product Code in the Product Table.

Tables having Primary keys are referred to as Dimension Tables or Lookup Tables. Tables
having foreign keys are referred to as Fact Tables or Data Tables. Usually, a data model has
a single Fact Table surrounded by multiple Dimension Tables.

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 CHAPTER 6: INTRODUCTION TO DATA MODELING

Cardinality and Cross-Filter Direction

There are two crucial aspects in establishing the relationship between two data sets. These are
Cardinality and Cross Filter Direction. Let’s discuss them in detail.
Cardinality
Cardinality is the type of connection established between two tables. There are four types of

Cardinalities in Power BI. The relation between tables is denoted by two symbols, the asterisk

(*) and 1, where the asterisk (*) represents many sides and 1 denotes a single side.

1. Many to One (*:1) – This means the column in a given table can have more than one

instance of a value, and the other related table has only one instance of a value.

2. One-to-One (1:1) – One primary key from the dimension table will be linked to just

one foreign key in the fact table.

3. One to Many (1:*) – This means the column in one table has only one instance of a

particular value, and the other related table can have more than one instance of a

value.

4. Many to Many (*:*) – A many-to-many relationship between tables removes

requirements for unique values in tables. This setting indicates multiple records for

the single value in both tables.

Cross Filter Direction
The arrow in the centre of the line represents the direction of filtering being applied to two

tables and is called Cross Filter Direction. There are two types:

1. Single – This is the default type. It means that filtering flows from the dimension

table towards the fact table.

2. Both –This means filtering flows from the dimension table towards the fact table and

vice versa.

Cardinality: The one-to-many and many-to-one cardinality options are essentially the same
and the most common type.
Cross-filtering Direction: The “Both” Cross Filter Direction type is used in rather complex
data models and should be used cautiously as it may lead to unexpected results.

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 CHAPTER 6: INTRODUCTION TO DATA MODELING

Deleting Relationships
Relationships between data sets are auto-detected by Power BI based on columns/field names
and values. However, sometimes, this guesswork by Power BI can be incorrect. Let us discuss
deleting and re-establishing the relationship to rectify the error.
1. Switch to the Model view tab from the left pane by clicking the Relationships icon in
the screenshot.

2. Right-click on the line connecting the two tables, select Delete, or press the delete
key on the keyboard.

The line connecting the tables disappears.

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 CHAPTER 6: INTRODUCTION TO DATA MODELING

Creating New Relationships: Drag and Drop

A simple drag-and-drop method can be used to create a relationship between two tables. We
will discuss the drag-and-drop method here.
To create relationships using this method:
1. Click on the Product Code field in the Product Table.
2. Drag the mouse from the Product Code field in the Sales Table and drop it on the
Product Code field in the Sales Table.

A relationship line will appear connecting the Product Table and the Sales Table.

Well done on mastering Data Modeling! Ready for more advanced techniques? Explore our
Power BI Advanced Course and elevate your data modelling skills to new heights:
https://powerbitraining.com.au/power-bi-advanced-training-course/
Visit the following link to read blogs about Data Modelling:
https://www.powerbitraining.com.au/category/data-modeling
/
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 CHAPTER 7: INTRODUCTION TO DAX

CHAPTER 7

Introduction to DAX
✔ What is DAX?
✔ What is DAX Query View?
✔ Defining Calculated Columns
✔ Defining Measures

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 CHAPTER 7: INTRODUCTION TO DAX

What is DAX?
DAX stands for Data Analysis Expressions. DAX is a formula language, which means there
is one formula call with many parameters. This function call can also contain other function
calls as parameters.
DAX is used and applied in many Microsoft tools and platforms such as:
✔ Power BI
✔ Microsoft Power Pivot for Excel
✔ SSAS Tabular
All the DAX codes are typed in the formula bar below. A DAX expression consists of a
formula followed by a measure or a column reference. The measure/column tool additionally
provides all the information related to the measure or column.

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 CHAPTER 7: INTRODUCTION TO DAX

What is DAX Query View?

With DAX query view in Power BI, you can view and work with DAX queries in semantic
models. In Power BI, DAX formulas define different types of calculations for your data.
DAX queries, on the other hand, can be used to return data from the model.

Select the DAX Query View icon on the left to open DAX Query View in Power BI Desktop.

1. DAX Query View

2. Ribbon Menu
3. Command Bar
4. Result Gird
5. Data Pane

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 CHAPTER 7: INTRODUCTION TO DAX

Defining Calculated Columns

We can calculate additional columns from existing columns to create various visuals. This
enriches your dataset and enables you to perform in-depth analysis.
To create Calculated Columns:
1. Click on the Sales Table.
2. Click on the New Column in the Ribbon menu.

Let’s get Product Cost in the Sales Table from the Product Table.
3. Type the following DAX formula in Formula Bar.

Product Cost (CC) = RELATED('Product Table'[Product Cost])

Let’s Create a Revenue column by multiplying the Quantity Sold by the Sale Price.
4. Right-click on the Sales Table.
5. Click on New Column.
6. Type the following DAX formula in Formula Bar.

Revenue (CC) = 'Sales Table'[Quantity

Sold]*'Sales Table'[Sale Price]

Let’s create a Total Cost column by multiplying Quantity Sold by Product Cost.
7. Right-click on the Sales Table.
8. Click on New Column.

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 CHAPTER 7: INTRODUCTION TO DAX

9. Type the following DAX formula in Formula Bar.

Total Cost (CC) = Sold]*'Sales

'Sales Table'[Quantity Table'[Product Cost (CC)]

All the three columns, i.e., Total Cost (CC) column, Revenue (CC) column and the Product
Cost (CC) column have been created, giving values for which row of the table.

Calculated Columns have a distinct icon, as seen in the screenshot, to differentiate them
from other data entities.

Notice that each of the columns has been formatted using Column Tools.

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 CHAPTER 7: INTRODUCTION TO DAX

Defining Measures
Measures are lightweight alternatives to Calculated Columns. The reason is that they do not
appear in the dataset; hence, they do not occupy any physical memory. Measures are only
calculated when used within a visual; this property takes your data model's efficiency to the
next level.
Let’s Calculate Profit by subtracting Product Cost from Revenue
1. Right-click on the Sales Table.
2. Click on New Measure.

3. Type below mentioned DAX formula in Formula Bar.

Profit (CM) = SUM('Sales Table'[Revenue

(CC)]) - SUM('Sales Table'[Total Cost (CC)])

Calculated Measures have a distinct icon as seen in the screenshot to differentiate them from
other data entities.

Want to delve deeper into the world of DAX functions and calculations? Enroll in our
DAX Essentials Course for a deeper understanding:
https://powerbitraining.com.au/dax-course/

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 CHAPTER 8: DATA VISUALIZATION

CHAPTER 8

Data Visualization
✔ Creating a Card Visual
✔ Creating an Area Chart
✔ Creating a Bubble Map Visual
✔ Creating a Donut Chart
✔ Creating a Stacked Bar Chart
✔ Creating a Slicer

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 CHAPTER 8: DATA VISUALIZATION

Creating a Card Visual

Card visuals are used to display key metrics of your data.
To create a Card Visual:
1. Open the Build a Visual pane from the pane switcher.

2. Click on Card visualization in the Build a

Visual pane.

Or
3. You can also access the visuals in the Insert section of the Home tab in the Ribbon
Menu.

4. Drag the Total Cost (CC) value from the Sales Table to the Field area.
5. Click on Total Cost (CC) in the Sales Table.
Column tools open.
6. Click “$” and type 2 in the text area in the Formatting section.
7. Click on the Format pane icon from the pane switcher to access the Format options.

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 CHAPTER 8: DATA VISUALIZATION

Visual Border On Title Alignment Centre

Border Color #F3CA1A Title Font Verdana
Background On Title Title Background #117865
Size and
Style Dropdown Color
Dropdown Background White with Title Text Size 14
Color Transparency
18

Shadow On Callout Value On

Callout
Value

Title On Call Out Value 17

Text Size
Title Title Text Total Cost Callout Value Verdana
Dropdown Font
Title Font White Category Category Label Off
Color Label

The filters Pane on the right side configures visual, page, and report-level filters.

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 CHAPTER 8: DATA VISUALIZATION

Creating an Area Chart

Area charts emphasise the magnitude of change over time and can be used to draw attention
to the total value across a trend. For example, data representing profit over time can be plotted
in an area chart to emphasise the total profit.
To create an Area chart:
1. Click on the Area Chart visualization in the Build a Visual pane.

2. Drag the Year, Quarter, and Month from the Transaction Date Hierarchy from the
Sales Table to the X-Axis field.

3. Drag Revenue (CC) and Profit (CM) from the Sales Table to the Y-Axis field.
4. Click on the Format pane icon from the pane switcher to access the Format options.

Background On Title Divider On

Background White with Title Title Divider #117865

Size and Color Transparency 18 Color
Style
Visual Border Off Title Divider 5 px
Width

Shadow On Legend On

Legend

Title On Style Line and

Markers
Title Text Revenue and Profit Title Off
by Transaction Date
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Title
Title Text Size 14 Zoom Zoom Slicer On
Slider
 CHAPTER 8: DATA VISUALIZATION

Title Centre Line Type Step

Alignment

Title Font Black Colors > #117865

Color Lines
Profit (CM)

Title Font Verdana Colors > #F3CA1A

Revenue

Title #F3CA1A Markers On

Background Markers
Color

Do you know the secret to that green shade? Transparency, even when the
backgrounds are set to white! Want to master more design secrets and create visually
stunning reports? Join our Power BI Report Design Course today:
https://powerbitraining.com.au/power-bi-report-design-course/
54 | Page
 CHAPTER 8: DATA VISUALIZATION

Creating a Bubble Map Visual

A bubble map displays geographical data with different-sized bubbles. The size of the Bubble
is directly proportional to the numerical value it indicates.
To create a Bubble Map:
1. Click on the Map visualization in the Build a Visual pane.

2. Drag Retailer City from the Sales Table to the Location field.
3. Drag Total Cost (CC) from the Sales Table to the Bubble Size field.
4. Click on the Format pane icon from the pane switcher to access the Format options.

Background On Title Font Verdana

Background White with Title #F3CA1A
Color Transparency Background
Size and 18 Color
Style Off Title Title Divider On
Visual
Border
Shadow On Title Divider #117865
Color

Title On Title Divider 5 px

Width

Title
Title Text Total Cost by Map Map Style Grayscale
Retailer City Settings
Title Font Black Bubble Size 15
Color Bubbles
Title Text 14 Colors #117865
Size
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Title Centre Category Category On
Alignment Labels Labels
 CHAPTER 8: DATA VISUALIZATION

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 CHAPTER 8: DATA VISUALIZATION

Creating a Donut Chart

A donut chart is a variation of the pie chart and is generally used to show the proportions of
categorical data, with the size of each segment representing the proportion of each category.
To create a Donut Chart:
1. Select Donut Chart visualization in the Build a Visual pane.

2. Drag Retailer Type from Sales Table to Legend field.

3. Drag Total Cost (CC) from the Sales Table to the Value field.
4. Click on the Format pane icon from the pane switcher to access the Format options.

Background On Title Centre

Alignment
Background White with Title Font Verdana
Size and Color Transparency
Style 18
Visual Off Title #F3CA1A
Title
Border Background
Color
Shadow On Title Divider On

Title On Title Divider #117865

Color
Title Text Cost Incurred Title Divider 5 px
by Retailer Width
Title
Type

Title Font Black Legend Legend On

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Color
Title Text 14 Detailed Detail Labels On
Size Labels
 CHAPTER 8: DATA VISUALIZATION

Hovering with the mouse over the Donut Chart will display a tooltip with more information
including the percentage.

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 CHAPTER 8: DATA VISUALIZATION

Creating a Stacked Bar Chart

A stacked bar chart is used to break down and compare statistics between different categories.
To create a Stacked Bar Chart:
1. Select Stacked Bar Chart visualization in the Build a Visual pane.

2. Drag Product Type from Product Table to Y-Axis field.

3. Drag Country from Country Table to Legend field.
4. Drag Revenue (CC) from Sales Table to Values field.
5. Expand Country in Filters pane.
Top N filter is a type of visual level filter which when applied displays N number of
top items in a visual based on the given value.
6. Select Top N from Filter Type dropdown.
7. Type 3 in the Show Items textbox.
8. Drag Revenue (CC) from Sales Table to By Value Field.
9. Click on Apply Filter.
10. Click on the Format pane icon from the pane switcher to access the Format options.

Background On Title Centre

Alignment
Background White with Title Font Verdana
Size and Color Transparency
Style 18
Shadow On Title #F3CA1A
Title
Background
Color
Border Off Title Divider On

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Title On Title Divider #117865
Title Color
 CHAPTER 8: DATA VISUALIZATION

Title Text Revenue for Title Divider 5 px

Top 3 Countries Width
by Product Type
Title Font Black Legend Legend On
Color
Title Text 14 Zoom Zoom Slider On
Size Slider

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 CHAPTER 8: DATA VISUALIZATION

Creating a Slicer
Slicer is an alternate way of filtering that narrows the other visualizations in a report. Unlike
filters, the slicers are present as a visual on the report.
To create a Slicer:
1. Click on Slicer visualization in the Build a Visual pane.

2. Drag Product Line from Product Table to the Field area.

3. Expand Product Line in Filters pane.
Select Camping Equipment, Mountaineering Equipment, and Outdoor Protection in
the dropdown list.

4. Click on the Format pane icon from the pane switcher to access the Format options.

Background On Text Font Black

Color
Background White with Text Size 14
Size and Style
Color Transparency 18 Slicer Header
Visual Off Alignment Centre
Border
Shadow On Font Verdana

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 CHAPTER 8: DATA VISUALIZATION

Title Title Off Background #F3CA1A

Color
Slicer Header Slicer On Slicer Product
Header Header Text Line
5. To filter the whole report for Camping Equipment, click on its checkbox.

Ready to design stunning Power BI reports that captivate your audience? The report's colors
and theme are aligned with our company’s standards. Ready to master more design secrets,
including theme adjustments? Join our Power BI Report Design Course today:
https://powerbitraining.com.au/power-bi-report-design-course/

62 | Page
 CHAPTER 9: PUBLISH AND SHARE

CHAPTER 9

Publish and Share

✔ Save and Publish to My
Workspace
✔ Sharing the Report

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 CHAPTER 9: PUBLISH AND SHARE

Save and Publish to My Workspace

Now that you have created your report. It is time to publish your report to the web so we can
create dashboards and share them with other stakeholders.
1. Click on the File > Save.
2. Rearrange your visuals as shown below or in any other way that you may like.

3. Click on the File menu again and click Publish.

4. Click on Publish to Power BI.

Or

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 CHAPTER 9: PUBLISH AND SHARE

5. You can also click on Publish in the Home tab in the Ribbon Menu to publish your
report.

6. Select the appropriate Workspace and click Select.

A confirmation dialogue box will appear once your report has been published on the
web.
You can now share the link to your report by visiting the Power BI app on the web.

To understand the visuals in more depth, download the Crash Course file from the following
link and access the complete Power BI report:
https://www.powerbitraining.com.au/powerbidesktopcrashcoursedownloads/

65 | Page
 CHAPTER 9: PUBLISH AND SHARE

Sharing the Report

Reports published to Power BI Service can then be shared with other stakeholders via a
shareable link or as a dashboard.
1. Open app.powerbi.com and sign in using your login credentials.

2. Click on My Workspaces on the Navigation pane on the left to access your

workspace components.

In the Report tab, a list of all the Published Reports can be seen.
3. Click on Share icon in front of CrashCourse-AMZ.
4. In the given field enter the Email address of the person you want to share the Report
with.
5. You can include a message as well for the recipient.

66 | Page
 POWER BI QUIZ

Take the Power BI Quiz!

Take the Quiz from the following link to test your

understanding of Power BI:

https://www.powerbitraining.com.au/power-bi-crash-course-quiz/

67 | Page
 COMPANY INFORMATION

https://powerbitraining.com.au/
https://amzconsulting.com.au/

AMZ Consulting Pty Ltd

Company’s Services (Both Online and
Onsite):

● Power BI Consulting
● Power BI Public Training
● Power BI Corporate Training

Ali Asghar
Products:
Noorani,
● Power BI Essentials
Founder, AMZ
Consulting Pty Ltd ● Power BI Report Design
https://www.linkedin.c
o ● Power BI Advanced
m/in/trainernoorani/

ABN: ● Power BI DAX

11627874668
Contact Details:

● Email: info@amzconsulting.com.au

● Phone: 1300 194 753

68 | Page