Microsoft Power BI 101
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Are you really curious about Power BI Dashboards, but you are scared that you won’t understand any of the words? This is the session for you! During our short time together, I will define some basic terms and best practices in Data Analysis, provide a quick demo of Power BI, and show what it takes to create a few simple reports and dashboards. What Will You Learn? • How to ask the right questions • How to quickly get and model data • How to design easy reports and dashboards
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Microsoft Power BI 101
- 1. POWER BI & DASHBOARDS 101 Sharon Weaver
- 2. Smarter Consulting – CEO Adjunct Professor/Trainer: MS SharePoint, MS Office, BA, Six Sigma, Leadership 20+ years designing, developing, and managing software 13+ years SharePoint experience Six Sigma Black Belt, BSAC Certified [email protected] www.sharepointgoddess.com @sharoneweaver Sharon Weaver, MOS, BSAC, SSBB
- 3. HOW TO BUILD A DASHBOARD… IN 3 EASY STEPS 1. Connect to Data • Excel • SQL • Access • SharePoint List • Other sources 2. Model Data • Do you have the correct data? • Do you have duplicate data? • Does your data have categories? 3. Create Reports & Dashboards • Use Microsoft Power BI
- 4. BEFORE YOU START! ASK QUESTIONS! • What questions will the dashboard answer? • Who will be looking at the dashboard? • What will they use the dashboard information to decide? • How recent does the data need to be? • What data do you need? • What data do you have?
- 5. WHAT IS POWER BI ANYWAYS?? Power BI: • Allows users to connect to various sources and types of data • Allows users to model, shape, and transform that data in a way that makes sense to them • Allows users to create visualizations like reports and dashboards to help understand more about the data
- 6. POWER BI DESKTOP VS SERVICE • Power BI Desktop • FREE download • Tool to create data connections, models, and reports • Started from client app OR from Power BI service • Power BI Service • Online subscription service • Allows users to share Power BI Desktop reports • Can be shared with other Power BI users (READ ONLY)
- 7. DOWNLOAD POWER BI DESKTOP https://powerbi.microsoft.com
- 9. POWER BI DESKTOP • Connect to Data • Shape/Model Data • Create Reports
- 10. POWER BI DESKTOP • Report • Data • Relationships
- 11. 1. CONNECT TO DATA File > External Data > Get Data > Data Source (Excel, SQL, etc.) https://docs.microsoft.com/en-us/power-bi/sample-datasets
- 13. Imagine you’re retiring – you want to live where there’s lots of sunshine, preferable taxes, and good health care – or perhaps you’re a data analyst, and you want that information to help your customers. For example, perhaps you want to help your sunglasses retailer target sales where the sun shines most frequently. http://www.bankrate.com/finance/retirement/best-places-retire-how-state-ranks.aspx
- 14. Click Edit to edit the query before loading the table.
- 16. 2. MODEL DATA
- 17. Note that in Query Settings, the Applied Steps reflect the changes that were made. If I want to remove any step from the shaping process, I simply select that step, and then select the X to the left of the step.
- 18. 3. CREATE REPORTS/DASHBOARDS • Report • A collection of pages that contain visualizations • Must come from the same dataset • 2 Views - Reading • Dashboard • A collection of tiles/visualizations from various sources • Can come from different datasets • Can be shared with other Power BI users (READ ONLY)
- 19. Five main areas: 1.The ribbon, which displays common tasks associated with reports and visualizations 2.The Report view, or canvas, where visualizations are created and arranged 3.The Pages tab area along the bottom, which lets you select or add a report page 4.The Visualizations pane, where you can change visualizations, customize colors or axes, apply filters, drag fields, and more 5.The Fields pane, where query elements and filters can be dragged onto the Report view, or dragged to the Filters area of the Visualizations pane REPORT VIEW
- 20. To create a visualization, just drag a field from the Fields list onto the Report view. In this case, let’s drag the State field from RetirementStats, and see what happens. Voila! Power BI Desktop automatically created a map-based visualization, because it recognized that the State field contained geolocation data.
- 21. This is what the Report view looks like after a handful of visualizations have been added, as well as a few new Report pages.
- 22. SHARE YOUR WORK! 1. Publish to the Power BI service
- 23. SHARE YOUR WORK! 2. Upload the .pbix file directly within the Power BI service
- 24. SHARE YOUR WORK! 3. Save the .pbix file and send it like any other file