Power Bi Guide S
power-bi--guide-s
power-bi--guide-s
User Manual:
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Power BI The Complete Guide Power BI Desktop What the Desktop application is perfect for Workflow of Power BI Desktop Power BI Desktop Data preparation Query Editor Data visualization Data modelling Relationship View Data View Report View The Query Editor How we import and prepare our data Power BI Desktop – Query Editor Power BI Desktop Data preparation Query Editor Data visualization Data modelling Data View Relationship View Report View The Star Schema FACT TABLE VS DIM TABLE The Star Schema • • • • DIM TABLE DIM TABLE Products Customers IdentifierProd ProductType PricePerUnit CostperUnit Time • • • • • • IdentifierDate Year Quarter Month Week Day FACT TABLE Sales • • • • • • • IdentifierProd IdentifierDate IdentifierCust IdentifierGeo UnitsSold TotalSales TotalCost • • • • • IdentifierCust FirstName SecondName Age Gender SalesPoint • • • • IdentifierGeo Continent Country City Our Project – Current structure Population-Combined • • • • • • Country-ID Country Year AgeGroup Gender Population Out Project turned into a Star Schema FACT TABLE DIM TABLE Region • Country-ID • Country • Region Population • • • • • Country-ID AgeGroup-ID Year Gender Population DIM TABLE Age • AgeGroup-ID • AgeGroup • Category Query: Duplicate vs. Reference Query Editor A A Source file B C B A B Query 1 (Created in Query Editor) Query 2 (Duplicate of Query 1) Query 2 (Reference to Query 1) Merge Queries - Join Kind Merged Queries LEFT ID Sales ID Region A 10 A USA B 50 BB Europe C 20 C Asia Anti Query 2 RIGHT Inner Query 1 LEFT Outer Separate Queries FULL RIGHT ID Sales Region ID Region Sales A 10 USA A USA 10 B 50 n/a BB Europe n/a C 20 Asia C Asia 20 ID Sales Region ID Region Sales B 50 n/a BB Europe n/a ID Sales Region A 10 USA C 20 Asia ID Sales Region A 10 USA B 50 n/a C 20 Asia BB n/a Europe Import data into the data model Import data Query 1 Query 2 Data preparation Query Editor Default = Enable load is set for all queries Query 1 & Query 2 are loaded into the data model Enable load is only selected for Query 1 Query 1 is loaded into the data model Data model Data View/Report View Source files Import data Query 1 Query 2 Data preparation Query Editor Data model Data View/Report View Data View & Relationships How we model our data Power BI Desktop – Data Model Power BI Desktop Data preparation Query Editor Data visualization Data modelling Data View Relationship View Report View Query Editor vs. Data Model Query Editor Data Model Connect to source files Add relationships Clean data Add calculated columns Shape data Add measures Structure + prepare data Analyse data Power BI Desktop – Data Model Power BI Desktop Data preparation Query Editor Data visualization Data modelling Data View Relationship View Report View Let‘s bring our Data Model to live Cardinality = „Type of relationship“ Cross Filter Direction Active Properties One to many (1:*) & Many to one (*:1) Customers Orders ID-Customer FirstName SecondName ID-Order OrderDate ID-Customer 1 Maximilian Schwarzmueller A 01 Jan 2017 1 2 John Meyer B 08 Jan 2017 2 3 Linda Belle C 15 Jan 2017 1 4 Manuel Lorenz D 25 Jan 2017 1 E 05 Feb 2017 3 F 15 Feb 2017 4 Each customer is unique Each customer can have multiple orders One to one (1:1) ID-Passport Valid Issued FirstName SecondName Country 1 2025 2005 Maximilian Schwarzmueller Germany 2 2019 1999 John Meyer USA 3 2017 1997 Linda Belle Japan Passport Person ID-Passport Valid Issued ID-Passport FirstName Second Name Country 1 2025 2005 1 Maximilian Schwarzmueller Germany 2 2019 1999 2 John Meyer USA 3 2017 1997 3 Linda Belle Japan Power BI Desktop – Data Model Power BI Desktop Data preparation Query Editor Data visualization Data modelling Data View Relationship View Report View One tool - Two languages Description Power Query Formula Language Data transformation Application areas M-Language Prepare your data before you load them into the data model Independent from each other Data Analysis Expression Language Analytical data calculation Comparable to Excel functions DAX-Language Create formulas for an in-depth analysis in the Data View Course interim conclusion This course M OR DAX Calculated Columns vs. Measures Perform an operation that generates results for each row of your table Calculated Column Return a single result of a calculation or an aggregated value (e.g. Averages) Measure Report View Let‘s create beautiful charts and tables Power BI Desktop – Report View Power BI Desktop Data preparation Query Editor Data visualization Data modelling Data View Relationship View Report View Power BI Service & Power BI Mobile We finished our work locally, what now? Ways to continue Single User Organization Power BI Desktop Power BI Desktop YOU YOU STOP - - Publish Power BI Service Publish Power BI Service YOU - - Access YOU YOU Power BI Mobile Collaborate IT Share Marketing Power BI Service Power BI Mobile Questions to be answered How can we publish our data to Power BI Service? How can we collaborate in Power BI Service? How can we share data and specify what we want to share? Changes in 2017 Until 31 May 01 June 2017 Power BI Free Power BI Pro Personal users Collaboration • Access to all Pro Databases • Increased Workspace Storage • Improved refreshrates Functional alignment with remaining differences in sharing and collaboration + Power BI Premium Large Scale BI deployments Publishing our project data to Power BI Service Your computer Publish/ Connect to File Power BI Service Personal Gateway Power BI Desktop Dataset & Report Server On-Premises Gateway Power BI Service Collaboration Create Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT App Workspace How can we share our results from the App workspace? Dashboard Report Power BI Service Publish App Dataset Dashboard, Report & Dataset Report PRO Publish to Web Data created using Pro features, can only be shared with Power BI Pro Users!
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