POWER BI INTRO 101

AGENDA
 OBJECTIVE & EXPECTATION
 INTRODUCTION
 DATA
 VISUALIZATION
 REPORT
 DASHBOARD
 APPS
 OVERVIEW
 Q&A
OBJECTIVE & EXPECTATIONS

 Expectations
 In process of learning
Understanding of ETL and BI Visualizations
 By end of session
1) Have a good grasp of how Power BI works
2) Able to build a simple dashboard/report
Microsoft Power BI Is the
Leader of Gartner’s
Magic Quadrant 2022
Once again, Gartner names Microsoft the leader of
the latest Gartner Magic Quadrant for Business
Intelligence and Analytics Platforms 2022. This is the
fourth consecutive year that Gartner has named
Power BI the most complete and powerful
platform in the market.

4
 What is DATA STRATEGY?
• Vision: Be the BEST consumer goods company in Vietnam and region at strategic
data acquisition and activation to develop insights, build brands & GTM, and grow
share

WHAT
Data
Strategy Business HOW
Questions

IMPROVE via ENHANCE Decision Making via TRANSFORM via Role-based

E2E Data Visibility & Analytics Business Cases Activation AI Recommendation & Alert
INTRODUCTION – PBI USE CASES – Biz Dashboard
Update
INTRODUCTION – PBI USE CASES – Supply Chain
Overview
INTRODUCTION – PBI USE CASES – Nielsen Analytics
INTRODUCTION – PBI USE CASES – Nielsen Analytics
INTRODUCTION – PBI USE CASES – AR Dashboard
INTRODUCTION – PBI USE CASES
INTRODUCTION – PBI Collection
Power BI can be split into 3 parts:
1. Power BI Desktop – desktop application
2. Power BI Service – online SaaS
3. Power BI Apps – on Windows phones/tablets, iOS, Android
 INTRODUCTION – PBI Desktop Navigation
1 2 3
S/ Description
N
1 Easy access to basic functions

2 How you want to view the

canvass - Phone view/ Page view 4 7 10
3 Managing data sets 5
4 Report page 6
5 Data page

6 Relationships page
8 9
7 Creating/editing visualizations 11

8 Fields required for each

visualization
9 Formatting for each
visualization
10 Fields available in each data set 12
11 Canvass

12 Reports (excel worksheet)

DATA – Getting Data

 Power BI allows user to connect to multiple data from different platforms

DATA – Sources (4 Groups)

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DATA – Cleaning Datasets
 Visualizations will be disabled if there are errors (eg. #N/A recognised as
error)
 Possible solutions using queries:
 Replace Errors: Replace all errors with specific values
 Remove Errors: Delete rows of data that contains error
 *If required, validation process to be placed here
DATA – Query Editor
 Cleaning data – either to data source or thru query editor
 Query – Set of instructions for PBI to clean and manipulate datasets every
time data is loaded (time saving/ accurate)
DATA – Manipulating Data sets
 Replace values
DATA – Manipulating Data sets
 Conditional Column
DATA – Useful Queries
 Replace Values (similar to Find & Replace in Excel)
 Replace Error
 Remove Duplicates
 Fill (Down/Up)
 Remove/Add columns
 Remove rows
 Conditional columns
 Extract (Similar to MID, RIGHT, LEFT and TextToColumn in Excel)
 Transform (Uppercase, lowercase, trim and/or capitalize each word)
 Filter & Text Filtering (Similar to Excel)
 Sort
DATA – Relationships
 Power BI auto detects relationships between data sets -> to make sense of
your data.
 If no relationships are detected, relationships can still be created under these
conditions:
1. Many to One: This means the column in one table can have more than one
instance of a value, and the other related table, often know as the Lookup
table, has only one instance of a value.
2. One to One: This means the column in one table has only one instance of a
particular value, and the other related table has only one instance of a
particular value.
VISUALIZATION - Intro
 Core of PBI – data visualization
 Visuals are the end-result of any business intelligence undertaking => we want
to take data, present it in a compelling and insightful way, and show what
stands out.
 Types of visuals (Inbuilt):
VISUALIZATION – Intro 2
 Types of visuals :  Types of visuals (PBI store): created
Power BI creates a placeholder on the by community
canvas to host your visual, and then
presents an script editor for you to use
right on the canvas
VISUALIZATION – Creating
 Fields dependent on visualizations
 If multiple measures can be added
into 1 field -> drill down
 Drag & drop measures into respective
areas
 Filters – used to filter away
unwanted data either in particular
visualization or whole report
VISUALIZATION – Formatting
 Areas which you can format is also
dependent on visualizations
 Some visualizations allow full
customization/ some don’t
 Conditional Formatting can only be
done for certain visualizations
VISUALIZATION – Analytics
 Creating reference lines in your bar
charts
 Constant line
 Min
 Max
 Average
 Median
 Percentile
VISUALIZATION – Navigation
VISUALIZATION – Interaction
 When you have multiple visualizations on the same report page, selecting a
particular segment by clicking or using a slicer will affect all the visuals on
that page (transparency effect)
REPORT
 Report is made up of compilation of visualizations
 Tends to be more detailed in nature and more for day to day operational type
activities – working file
 Visualizations can be edited/ drilled
REPORT – Measures & Columns
 Measures – new calculation of datasets (only for values)
 Columns – inserts new columns either based on calculation or other formula
(can be used for different types of data)
 Measures and columns uses DAX formulas (similar to EXCEL formulas)
REPORT – Groups
 Groups – Allows user to group items together
 E.g.: Grouping Malaysia/Singapore/GDMA/Vietnam data together to form a
new group MSGV
REPORT – Creating Groups
REPORT – Refreshing/ Publishing

 To view latest data in report, data source has to be updated before report in
Power BI.

 To share and view content online, reports has to be published to PBI portal
 Single report can be published to multiple different workspace
DASHBOARD

 Dashboards can be a compilation of visualizations or reports

 Gives a high level view of something specific that you want to monitor
 Visualizations cannot be edited/ drilled
DASHBOARD - Creation

 Created by pinning visualizations and/or reports onto the new or existing

dashboards
DASHBOARD – Refreshing/ Sharing

 Refreshed automatically once reports are

updated (owners has published their report)

 For sharing, go to the desired dashboard

and select “Share”
 Invitees will be allowed to read the
dashboard and, if access is granted, share
the same dashboard to other users
APPS
 App workspace : working group to create/edit App
 App: evolution of organizational content packs
 Advantage of using App versus sharing of dashboard
 Managing multiple content
 Managing users access

Option 1: All business users

need Power BI Pro licenses to view
your app.

Option 2: Free users in your

organization can view app content if
your app resides in a Power BI
Premium capacity.
OVERVIEW – PBI Hierarchy/ Comparisons

Data sets

Use cases Reports Dashboards App

Personal usage X X
Visualizations
Group sharing X X
Displayed on TV X X X
Access on computer X X X
Reports Mobile view X X X
Drill down X X
Potential increase in reports X
Dashboards

App
OVERVIEW - Licenses

Power BI Desktop Power BI Pro Power BI Premium

Capacity
• Free
• All User has portal access • For users who only view
• To create / share content
• For individual usage shared content
• USD 9.9$ Price/month
• Price dependent on no. of
users catered to
• Separate PO to MS directly
Visualization Cheat Sheet
Q&A

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THANK YOU & COMING…

 Visualization Framework 101

 Power BI Advances
 Build these reports base on Azure Datawarehouse
 Build these reports base on Combined data sources (Azure DW vs External)
 Excel Analysis ToolPak
 Descriptive Statistics 101
 Inferential Statistics 101
 Analytical Thinking