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3Rn-advanced-analytics-in-power-bi-course-resource

The document serves as a quick guide to advanced features in Power BI, highlighting techniques for data analysis, visualization, and performance optimization. It includes tips, code examples, and insights on utilizing Power BI for effective decision-making and data management. Key areas covered include advanced analytics, sales metrics, data security, and integration with AI and big data.

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harry.ha.1990
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
2 views

3Rn-advanced-analytics-in-power-bi-course-resource

The document serves as a quick guide to advanced features in Power BI, highlighting techniques for data analysis, visualization, and performance optimization. It includes tips, code examples, and insights on utilizing Power BI for effective decision-making and data management. Key areas covered include advanced analytics, sales metrics, data security, and integration with AI and big data.

Uploaded by

harry.ha.1990
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Quick Guide to

Advanced Power BI
Design and effectively utilize many of Power BI’s key features
Advanced Analytics in Power BI
Unlocks deeper data insights for businesses.

Use "Quick Insights" for instant data patterns.

Example: `Forecasting sales using Exponential Smoothing`.


Research: 80% of businesses improved decision-making with Power BI
(Source: Microsoft).

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State Analysis Techniques
Evaluate sales performance across regions.

Tip: Use "Filled Map" for state-level data visualization.

Code: `SUMMARIZECOLUMNS('Data'[State], "Sales", SUM('Data'[Sales]))`.

States with dense populations often skew total sales metrics.

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Sales Metrics Deep Dive
Accurate metrics lead to better forecasting.

Tip: Use "New Measure" for custom calculations.

Code: `Profit Margin = [Total Profits] / [Total Sales]`.

Seasonal trends can impact profit margins.

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Power of Measure Tables
Centralize and organize complex calculations.

Tip: Group related measures for clarity.

Example: Grouping all "Sales" related measures.

Organized measures improve report performance.

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Time Intelligence Mastery
Track metrics over specific time intervals.

Tip: Use `DATEADD` for period-over-period analysis.

Code: `Sales LY = CALCULATE([Total Sales], DATEADD('Date'[Date], -1,


YEAR))`.

Year-over-Year comparisons reveal growth trends.

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Continuous Learning in Power BI
Stay updated with Power BI's frequent updates.

Join the Power BI community for latest tips and tricks.

Example: Exploring the latest "Paginated Reports" feature.

Regular updates keep Power BI at the forefront of BI tools.

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Power BI Integrations
Enhance capabilities by integrating with other tools.

Tip: Integrate with tools like Excel and Azure.

Example: Importing an Excel dataset into Power BI.

Seamless integrations lead to a unified analytics platform.

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Power BI Dashboards
Centralized view of business-critical metrics.

Tip: Use "Pin" feature to add visuals to dashboards.

Example: A dashboard combining sales, finance, and operations.

Dashboards provide a 360-degree business view.

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Data Drilldown and Drillthrough
Explore data layers for in-depth analysis.

Tip: Use hierarchies for structured drilldowns.

Code: Setting up a product category-to-product drillthrough.

Detailed exploration reveals hidden data patterns.

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Power BI Service (Cloud)
Share, collaborate, and publish reports online.

Tip: Schedule regular data refreshes in the service.

Example: Sharing a report link with external stakeholders.

Cloud service ensures data accessibility anytime, anywhere.

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Custom Visuals in Power BI
Enhance visualization with custom graphics.

Tip: Explore Power BI's marketplace for visuals.

Example: Using a custom "Radar Chart" for performance metrics.

Custom visuals cater to specific business needs.

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Advanced DAX Techniques
Dive deeper into complex data calculations.

Tip: Use variables in DAX for cleaner code.

Code: `VAR TotalSales = SUM('Table'[Sales]) RETURN TotalSales * 0.1`.

Variables optimize calculations and improve performance.

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Power BI Themes and Templates
Maintain consistency and branding in reports.

Tip: Use JSON to create custom themes.

Example: Applying a corporate color theme.

Consistent branding enhances report professionalism.

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Power BI and AI Integration
Leverage AI for predictive analytics.

Tip: Use AI visuals like "Key Influencers".

Example: Determining factors influencing sales drop.

AI provides actionable insights for complex scenarios.

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Power BI Performance Optimization
Ensure reports load swiftly and smoothly.

Tip: Minimize use of card visuals; they're resource-intensive.

Code: Using "SUMMARIZE" instead of "GROUPBY" for faster calculations.

Optimized reports enhance user experience.

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Power BI and Big Data
Handle vast datasets with Power BI's capabilities.

Tip: Use DirectQuery mode for large datasets.

Example: Analyzing a dataset with millions of rows.

Big data analytics reveals macro-level trends.

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Power BI Mobile Insights
Access reports and dashboards on-the-go.

Tip: Optimize visuals for mobile view.

Example: A mobile-optimized sales dashboard.

Mobile analytics is crucial for on-field teams.

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Data Security in Power BI
Ensure sensitive data remains confidential.

Tip: Use Row-Level Security (RLS) for data access control.

Code: Implementing RLS based on user roles.

Data breaches can have significant business implications.

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Dynamic Transaction Results
Evaluate transaction amounts against set bounds.

Tip: Use logic tables for dynamic evaluations.

Code: `IF([Transaction Amount] > [Bound], "Above", "Below")`.

70% of businesses use dynamic thresholds for better insights.

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Transaction Analysis Techniques
Understand customer buying frequency.

Tip: Use histograms to visualize transaction counts.

Code: `Transactions = COUNTROWS('Sales')`.

Insight: High transaction counts indicate loyal customers.

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Secondary Table Power
Enhance logic without altering core data.

Tip: Use secondary tables for non-relational data.

Example: A table for sales target tiers.

Insight: Secondary tables offer flexibility without data model complexity.

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Salespeople Performance Metrics
Classify salespeople based on targets achieved.

Tip: Use secondary tables for performance tiers.

Code: `Rank = RANKX(ALL('Salespeople'), [Total Sales])`.

Insight: Regular feedback boosts salesperson productivity.

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Customer Segmentation Logic
Group customers based on buying behavior.

Tip: Use clustering for automatic segmentation.

Code: `Segment = SWITCH(TRUE(), [Profit] > 1000, "High Value",


"Regular")`.
Research: Segmented marketing campaigns yield 30% better results.

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Advanced DAX Techniques
Dive deeper into complex data calculations.

Tip: Use variables in DAX for cleaner code.

Code: `VAR TotalSales = SUM('Table'[Sales]) RETURN TotalSales * 0.1`.

Variables optimize calculations and improve performance.

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Power BI Themes and Templates
Maintain consistency and branding in reports.

Tip: Use JSON to create custom themes.

Example: Applying a corporate color theme.

Consistent branding enhances report professionalism.

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Power BI and AI Integration
Leverage AI for predictive analytics.

Tip: Use AI visuals like "Key Influencers".

Example: Determining factors influencing sales drop.

AI provides actionable insights for complex scenarios.

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Power BI Performance Optimization
Ensure reports load swiftly and smoothly.

Tip: Minimize use of card visuals; they're resource-intensive.

Code: Using "SUMMARIZE" instead of "GROUPBY" for faster calculations.

Optimized reports enhance user experience.

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Power BI and Big Data
Handle vast datasets with Power BI's capabilities.

Tip: Use DirectQuery mode for large datasets.

Example: Analyzing a dataset with millions of rows.

Big data analytics reveals macro-level trends.

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Continuous Learning in Power BI
Stay updated with Power BI's frequent updates.

Tip: Join the Power BI community for latest tips and tricks.

Regular updates keep Power BI at the forefront of BI tools.

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