Data Analysis & Visualization

with Microsoft Power BI

Objectifs du cours / Learning Goals
1. Extract data with Microsoft Power BI
2. Prepare & Transform data
3. Model the data
4. Visualize and analyze the data
5. Deploy and maintain assets
6. Microsoft exam
Méthodes d’évaluation/Assessment methods
1. Contrôle continu / Continuous assessment –sessions/4 &6 : 50 %
2. Examen final/Final exam/Project + Presentations: 50 %
Bibliographie / bibliography
1. Exam PL-300: Microsoft Power BI Data Analyst:
2. https://docs.microsoft.com/en-us/certifications/exams/pl-300
3. https://learn.microsoft.com/fr-fr/training/modules/analyze-data-power-bi/
4. Master Dashboards and Data Viz in Power BI- Linkdin Learning
5. Become a Power BI Specialist- Linkdin Learning

• Seeking help
https://community.powerbi.com/
Why Power BI
1. Leading BI tool according to
Gartner
2. Over 97% of fortune 500
companies use Power BI
3. Power BI has over 6 million
customers around the globe
4. Google search trends
5. Low Cost
6. Data connectivity (excel, sql,
oracle etc)
What is Power BI

• Power BI takes the intimidation and hassle out of data analysis and visualization.

• By connecting to one or more of the hundreds of existing data sources and using
a secure, easy to understand interface,

• you can quickly and simply interact with and understand your data to influence
all business systems.
BI in Power BI
• It stands for business intelligence, a technical term referring to the methods and
systems for collecting, storing, processing, analyzing, and visualizing data for
business purposes.

• Budget reporting, sales forecasting, employee headcounts, these are all examples
of the kinds of solutions that BI is built to solve.

• The purpose of BI is to take raw data and transform it into knowledge, to inform
and support decisions.
BI in Power BI
• Traditional BI development involves three steps.

1. Taking large volumes of data from different source systems like databases,
spreadsheets, text files and so forth.

2. Integrating all the data together in a centralized place like a data warehouse
which is a special kind of database used for business intelligence.

3. Presenting the data through reports and dashboards.

The Parts of Power BI
• Power BI Desktop: a Windows desktop application
• Power BI Service: online SaaS (Software as a Service)
• Power BI Mobile: available on Windows phones
Power BI concepts

• The major building blocks of Power BI are:

1. datasets,
2. reports, and
3. dashboards.

They are all organized into Power BI workspaces.

Power BI Licensing
• Power BI (free)
• Power BI (Pro)
• Power BI (Premium)
The common flow of activity in Power BI:
• Bring data into Power BI Desktop and create a report.

• Publish to the Power BI Service, where you create new visualizations or build
dashboards

• Share your dashboards with others, especially people who are on the go

• View and interact with shared dashboards and reports in Power BI Mobile apps
Power BI desktop software
• Windows or Windows server
• .Net 4.5
• Latest browser
Getting Started with Power BI Desktop
• https://powerbi.microsoft.com/en-us/desktop/
Power BI demo 1
Getting Started with Power BI Desktop
• From Excel workbook to stunning report in Power BI Desktop
• In this tutorial, you build a beautiful report from start to finish!

• Your manager wants to see a report on your latest sales figures. They've
requested an executive summary of:

1. Which month and year (date) company had the most profit?
2. Where is the company seeing the most success (by country)?
3. Which product and segment should the company continue to invest in?
Getting Started with Power BI Desktop
Getting Started with Power BI Desktop
• In this demo, you'll learn how to:

1. Get Data: Download sample data.

2. Transform Data: Prepare your data with a few transformations.

3. Build and format visuals: Build a report with a title, three visuals, & a
slicer.

4. Save, Publish & Share: Publish your report to the Power BI service so
you can share it with your colleagues.
1. Get data

• You can get the data for this lesson using one of two methods.

• Get data in Power BI Desktop

• When you open Power BI Desktop,

1. select Try a sample dataset from the blank canvas.

2. choose Load sample data.
3. Load/transform
1. Get data
• Download the sample

• You can also download the sample workbook directly.

1. Download the Financial sample Excel workbook.

2. Open Power BI Desktop.
3. In the Data section of the Home ribbon, select Excel.
4. Navigate to where you saved the sample workbook, and select Open.
2. Prepare your data
• Select the Financials table and choose Transform Data.

1. Change data type: Select the Units Sold column. On the Transform tab, select Data Type, then
select Whole Number. Choose Replace current to change the column type.

2. Format the data: Select the Segment column. We want to make the segments easier to see in the
chart later, so let’s format the Segment column. On the Transform tab, select Format, then
select UPPERCASE.

3. Rename column name: Let's shorten the column name from Month Name to just Month. Double-
click the Month Name column, and rename to just Month.

4. Filter observations: In the Product column, select the dropdown and clear the box next to Montana.

5. Steps applied: You see that each transformation has been added to the list under Query
Settings in Applied Steps.

6. Save the changes: Back on the Home tab, select Close & Apply. Our data is almost ready for building
a report.
3. Build your report
1. Visual 1: Add a title to the report

1. On the Insert ribbon, select Text Box. Type “Executive Summary –

Finance Report”.

2. Select the text you typed. Set the Font Size to 20 and Bold.

3. Resize the box to fit on one line.

3. Build your report
2. Visual 2: Profit by Date

• Now, you create a line chart to see which month and year had the highest profit.

1. From the Fields pane, drag the Profit field to a blank area on the report canvas. By default, Power BI
displays a column chart with one column, Profit.

2. Drag the Date field to the same visual. Power BI updates the column chart to show profit by the two
years.

3. In the Fields section of the Visualizations pane, select the drop-down in the X-axis value.
Change Date from Date Hierarchy to Date.

4. In the Visualizations pane, change the visualization type to Line chart.

Now you can easily see that December 2014 had the most profit.
3. Build your report
3. Visual 3: Profit by Country

• Create a map to see which country had the highest profits.

1. From the Fields pane, drag the Country field to a blank area on your report canvas to create
a map.

2. Drag the Profit field to the map.

Power BI creates a map visual with bubbles representing the relative profit of each location.

Europe seems to be performing better than North America.

3. Build your report
4. Visual 4: Sales by Product and Segment

• Create a bar chart to determine which companies and segments to invest in.

1. Select a blank area in the lower half of your report canvas.

2. In the Fields pane, select the Sales, Product, and Segment fields.

3. Power BI automatically creates a clustered column chart.

4. Drag the chart so it's wide enough to fill the space under the two upper charts.

Looks like the company should continue to invest in the Paseo product and target the Small Business and Government
segments.
3. Build your report
5. Visual 5: Year slicer

1. In the Fields pane, select the Date field in the Financials table. Drag it to the
blank area on the left of the canvas.

2. In the Visualizations pane, choose Slicer.

3. In the Fields section of the Visualizations pane, select the drop-down in Fields.
Remove Quarter and Day so only Year and Month are left.

4. Expand each year and resize the visual, so all months are visible.

Now if your manager asks to see just 2013 data, you can use either slicer to select
years, or specific months of each year.
4. Format the report
• If you want to do some light formatting on this report to add more polish,
here are a few easy steps.

1. Theme
• On the View ribbon, change the theme to whichever you like.

2. Spruce up the visuals

• Make the following changes on the Format tab in the Visualizations pane.
4. Format the report
1. Select Visual 2. In the Title section, change Title text to “Profit by Month and
Year” and Text size to 16 pt. Toggle Shadow to On.

2. Select Visual 3. In the Map styles section, change Theme to Grayscale. In

the Title section, change title Text size to 16 pt. Toggle Shadow to On.

3. Select Visual 4. In the Title section, change title Text size to 16 pt.
Toggle Shadow to On.

4. Select Visual 5. In the Selection controls section, toggle Show "Select all"
option to On. In the Slicer header section, increase Text size to 16 pt.
4. Format the report
• Add a background shape for the title

1. On the Insert ribbon, select Shapes > Rectangle. Place it at the top of
the page, and stretch it to be the width of the page and height of the
title.

2. In the Format shape pane, in the Outline section,

change Transparency to 100%.

3. In the Fill section, change Fill color to Theme color.

5. Save your report

• On the File menu, select Save.

6. Publish to the Power BI service to share
• To share your report with your manager and colleagues, publish it to the Power
BI service. When you share with colleagues that have a Power BI account, they
can interact with your report, but can’t save changes.

1. In Power BI Desktop, select Publish on the Home ribbon.

2. You may need to sign in to the Power BI service. If you don't have an account
yet, you can sign up for a free trial.

3. Select a destination such as My workspace in the Power BI service > Select.

4. Select Open 'your-file-name' in Power BI.

5. Select Share at the top of the report to share your report with others.
7. Finished report
• In summary, this report answers your manager’s top questions:

1. Which month and year had the most profit?

• December 2014

2. Which country is the company seeing the most success in?

• In Europe, specifically France and Germany.

3. Which product and segment should the company continue to invest in?

• The company should continue to invest in the Paseo product and target the Small Business and
Government segments.
Power BI demo 2
Demo-2: Countries by GDP per capita
1. Load data from Web

-Direct table from web page

-List of countries by GDP per capita (google)
https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)_per_capita

• Top 10 countries with highest GDP per capita in the world ?

Demo-2: Countries by GDP per capita
1. Load Table
2. Use first row as headers
3. Remove top row
4. Rename columns
5. Choose columns (or remove unwanted columns)
6. Keep only estimates and years from one reporting institution
7. Change gdp est column type to whole number and remove errors
8. Select country column and extract only names (remove * with delimiter in
extract button…extract before delimiter *)
9. Apply & close
10. Visualize the top countries by gdp per capita
Practice Session
Countries by Population
1. Get population data from online source preferably Wikipedia
List of countries and dependencies by population

1. Clean and transform

2. Show top 10 countries with respect to Population
Merging Queries
Countries by Population & GDP
1. Get population data from online source preferably Wikipedia
List of countries and dependencies by population

2. Get the GDP per capita data

3. Merge the two data sets
4. Show the combine relationship between gdp and population
Practice Session
Practice session
1. Get Life expectancy data from online source (world bank or Wikipedia)
2. Load it in power BI
3. Clean and transform
4. Visualize life expectancy per country
5. Visualize male and female life expectancy by country
6. Connect/merge this data to the existing population dataset
7. Show the relationship between life expectancy and population
Sources
• Microsoft Power BI official site
• DataCamp
• Linkdin Learning