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MICROSOFT
POWER BI
A P R E S E N TAT I O N
07-08-2019 Created by Geetika 1
CONTENTS
• Introduction
• Getting Data
• Modelling
• Visualizations
• Exploring Data
• Publishing and Sharing
• Introduction to DAX
• Power BI vs Tableau
Key Takeaways
Power BI is a business analytics service by
Microsoft. It aims to provide interactive
visualizations and business intelligence
capabilities with an interface simple
enough for end users to create their own
reports and dashboards.
This presentation will give you an overview
of what Microsoft Power BI is. What are its
features. Why it is an upcoming popular
Data Visualization tool in the market. How
to use it and comparison with other
Visualization tools.
07-08-2019 Created by Geetika 2
Geetika
SAP BI Consultant
INTRODUCTION TO POWER BI
Power BI is a Data Visualization and Business Intelligence tool that converts data from
different data sources to interactive dashboards and BI reports. Power BI suite provides
multiple software, connector, and services - Power BI desktop, Power BI service based on
Saas, and mobile Power BI apps available for different platforms. These set of services are
used by business users to consume data and build BI reports.
Power BI desktop app is used to create reports, while Power BI Services (Software as a
Service - SaaS) is used to publish the reports, and Power BI mobile app is used to view
the reports and dashboards.
Power BI Desktop is available in both 32-bit and 64-bit versions. To download the latest
version, you can use the following link −
https://powerbi.microsoft.com/en-us/downloads/
07-08-2019 Created by Geetika 3
FEATURES OF POWER BI
• Content Packs:
Power BI uses Content Packs, which has dashboard reports, data model and embedded queries. Content
Packs are now being used by a large number of applications, including QuickBooks.
• Natural Language Q&A:
This is one of the most powerful tools in Power BI. Natural Language Q&A allows users to write
questions and provides the content and answer, which can be manipulated to match your visual need.
• Print Dashboard:
Power BI provides a unique feature for printing dashboards, which can be handy in board meetings
and discussions.
• Custom Visualization:
It’s a library of custom visualization. If the business needs are different, then so should the visuals.
07-08-2019 Created by Geetika 4
FEATURES OF POWER BI
• Get Data (Data Source):
With Power BI, businesses can get data from virtually anywhere. Power BI Desktop
includes a huge array of on-premise and cloud data sources, structured and
unstructured, with more added each month.
• DAX Data Analysis Function:
Has more than 200 function and counting. The rich DAX formula language includes
libraries of incredible capabilities to perform computational gymnastics on your data and
create powerful analytical data models.
07-08-2019 Created by Geetika 5
COMPONENTS OF POWER BI
• Power BI Desktop
This is used to create reports and data visualizations on the dataset.
• Power BI Gateway
You can use Power BI on-premises gateway to keep your data fresh by connecting to your on-premises
data sources without the need to move the data. It allows you to query large datasets and benefit from
the existing investments.
• Power BI Mobile Apps
Using Power BI mobile apps, you can stay connected to their data from anywhere. Power BI apps are
available for Windows, iOS, and Android platform.
• Power BI Service
This is a cloud service and is used to publish Power BI reports and data visualizations.
07-08-2019 Created by Geetika 6
G E T T I N G S TA R T E D
W I T H P O W E R B I
Storytelling Simplified
Create dynamic Reports &
Dashboards with Power BI. An
array of visualizations options
available. Power BI – helping
you tell a story in a more
presentable way.
07-08-2019 Created by Geetika 7
DASHBOARD BASICS
A Power BI dashboard is a single page, often called a canvas, that
tells a story through visualizations. Because it is limited to one
page, a well-designed dashboard contains only the highlights of
that story. Readers can view related reports for the details.
Dashboards are a feature of the Power BI service. They're not
available in Power BI Desktop. You can't create dashboards on
mobile devices but you can view and share them there.
The visualizations you see on the dashboard are called tiles.
You pin tiles to a dashboard from reports. If you're new to Power
BI, you can get a good foundation by reading Power BI basic
concepts.
The visualizations on a dashboard come from reports and each
report is based on a dataset. One way to think of a dashboard is
as an entryway to the underlying reports and datasets. Selecting a
visualization takes you to the report (and dataset) that it's based
on.
07-08-2019 Created by Geetika 8
DASHBOARDS VS REPORTS
Capability Dashboards Reports
Pages One page One or more pages
Data sources One or more reports and one or more
datasets per dashboard
A single dataset per report
Available in Power BI Desktop No Can build and view reports in Power BI
Desktop
Subscribe Can subscribe to a dashboard Can subscribe to report pages
Filtering Can’t filter or slice Many different ways to filter,
highlight and, slice
Featured Can set one dashboard as your
dashboard
Can't create a featured report
Favourite Can set dashboards as favourites Can set reports as favourites
Set alerts Available for dashboard tiles in certain
circumstances
Not available from reports
Natural language queries (Q&A) Available in dashboards Available in reports
Can see underlying dataset tables and
fields
No. Can export data but can't see tables
and fields in the dashboard itself.
Yes. Can see dataset tables and fields
values.
07-08-2019 Created by Geetika 9
DASHBOARDS SAMPLES
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DASHBOARDS SAMPLES
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GETTING DATAL E A R N W H AT P O W E R B I I S , H O W I T S B U I L D I N G
B L O C K S W O R K T O G E T H E R , A N D H O W Y O U C A N
U S E T H E M T O G A I N I N S I G H T S T O Y O U R D ATA .
07-08-2019 Created by Geetika 12
GETTING DATA
• To get data in Power BI desktop, you need to click the Get data option in the main
screen. It shows you the most common data sources first. Then, click the More option
to see a full list of available data sources.
07-08-2019 Created by Geetika 13
GETTING DATA
• When you click “More..” tab as shown in the above screenshot, you can see a new
navigation window, where on the left side it shows a category of all available data
sources. You also have an option to perform a search at the top.
07-08-2019 Created by Geetika 14
MODELLING
07-08-2019 Created by Geetika 15
MODELLING
• When you navigate to the Report tab, you can see a dashboard and a chart selected
for data visualization. You can select different chart types as per your need. In our
example, we have selected a Table type from available Visualizations.
• When you go to the Data tab, you can see all the data as per the defined Relationship
from the data sources.
07-08-2019 Created by Geetika 16
VISUALIZATIONV I S U A L I Z A T I O N S A R E U S E D T O E F F E C T I V E L Y P R E S E N T Y O U R D A T A A N D
A R E T H E B A S I C B U I L D I N G B L O C K S O F A N Y B U S I N E S S I N T E L L I G E N C E T O O L .
P O W E R B I C O N T A I N S V A R I O U S D E F A U L T D A T A V I S U A L I Z A T I O N
C O M P O N E N T S T H A T I N C L U D E S I M P L E B A R C H A R T S T O P I E C H A R T S T O
M A P S , A N D A L S O C O M P L E X M O D E L S S U C H A S W A T E R F A L L S , F U N N E L S ,
G A U G E S , A N D M A N Y O T H E R C O M P O N E N T S .
07-08-2019 Created by Geetika 17
VISUALIZATIONS
• In Power BI, you can create visualization in two ways. First is by adding from the right
side pane to Report Canvas. By default, it is the table type visualization, which is
selected in Power BI. Another way is to drag the fields from right side bar to the axis
and value axis under Visualization. You can add multiple fields to each axis as per the
requirement.
07-08-2019 Created by Geetika 18
VISUALIZATIONS
• In Power BI, it is also possible to move your visualization on the reporting canvas by
clicking and then dragging it. You can also switch between different type of charts and
visualizations from the Visualization pane. Power BI attempts to convert your selected
fields to the new visual type as closely as possible.
07-08-2019 Created by Geetika 19
EXPLORING
DATA
07-08-2019 Created by Geetika 20
EXPLORING DATA
07-08-2019 Created by Geetika 21
EXPLORING DATA
07-08-2019 Created by Geetika 22
PUBLISHING &
SHARING
07-08-2019 Created by Geetika 23
• When you publish a Power BI Desktop file to the Power BI service, the data in the
model and any reports you created in Report view are published to your Power BI
workspace. You’ll see a new dataset with the same name, and any reports in your
Workspace navigator.
• Publishing from Power BI Desktop has the same effect as using Get Data in Power BI
to connect to and upload a Power BI Desktop file.
• To publish a report to the web, you have to navigate to Power BI service → My
Workspace.
07-08-2019 Created by Geetika 24
• Once you open the report that you want to publish, navigate to the File tab → Publish to Web. Once you select this option,
it opens a new dialog that creates an embed code for this report to include in the website or email.
• Option says: Get a link or embed code that you can include on a public website. You may use publish to web functionality to
share content on a publicly available website. You may not use this functionality to share content internally, which includes
through your email, your internal network, or intranet site. Publish a live version that will remain synchronized with the
source report in Power BI. Any changes you make to the report will immediately be reflected in the published public version.
• When you select - Create Embed code, Power BI prompts that you want to share your data with everyone on the internet.
• The following message is displayed: You are about to create an embed code for this report. Once published, anyone on the
Internet will be able to access the report and the data it contains, and Microsoft may display the report on a public website
or a public gallery.
• Before publishing this report, ensure you have the right to share the data and visualizations publicly. Do not publish
confidential or proprietary information, or an individual's personal data. If in doubt, check your organization's policies before
publishing.
• Note − You can publish the report as a web page and any user with the link can view it. The link can be sent via email or it
can be used as an iframe in a web page.
07-08-2019 Created by Geetika 25
INTRODUCTION
TO DAX
07-08-2019 Created by Geetika 26
• Following is an example of DAX formula, which uses a function to calculate a column in
a table:
• Power BI provides an easy way to see the list of all functions. When you start typing
your function in the formula bar, you can see the list of all functions starting with that
alphabet.
07-08-2019 Created by Geetika 27
• In Power BI, you can create two primary calculations using DAX −
 Calculated columns
 Calculated measures
• When you navigate to the Modeling tab, you can see a New Column option at the top
of the screen. This also opens the formula bar where you can enter DAX formula to
perform the calculation. DAX - Data Analysis Expression is a powerful language used in
Excel to perform calculations. You can also rename the column by changing the
Column text in the formula bar.
07-08-2019 Created by Geetika 28
• In the following example, we have created a new column: Product Code (Product_C),
which is derived from the last 3 characters of Prod_Id column. Following is the formula
−
• To create a calculated measure, navigate to New Measure tab under Modeling. This
will add a new object under the Fields tab with the name Measure.
07-08-2019 Created by Geetika 29
Product_C = RIGHT( Sheet1[Prod_Id],3)
POWER BI VS
TABLEAU
07-08-2019 Created by Geetika 30
POWER BI VS TABLEAU
Feature Tableau Power BI
Data Visualization Tableau provides strong data visualization and is one
of the main data visualization tool in the market.
Power BI provides a strong backend data
manipulation feature with access to simple
visualizations.
Size of Dataset Tableau can connect much larger datasets as
compared to Power BI.
Power BI has a limit of 1GB data in free version.
Data Sources Tableau covers a vast range of data sources to
connect with for data visualization. In Tableau, you
select the dataset first and visualizations are used on
the fly.
Power BI covers most of the data sources available in
Tableau. It is closely integrated with Office 365,
provides connectivity to SharePoint.
Power BI online version also supports direct
visualization on Search Engine, though, only Bling is
supported at this point.
Costing Tableau is expensive as compared to Power BI but
under budget for small and medium enterprise.
Power BI provides a free version with 1GB limit on
dataset. Power BI Pro is also a cheaper solution when
compared with any other BI tool.
07-08-2019 Created by Geetika 31
POWER BI VS TABLEAU
Feature Tableau Power BI
License and Pricing Tableau Desktop Profession:
USD70/user/month and it can connect to
hundreds of data sources.
Tableau Desktop Personal:
USD35/user/month and it can connect to
data sources such as Google Sheets and
Excel files.
Tableau Server: Minimum 10 users with
the cost of USD35/user/month
Tableau Online with private cloud: USD
42/user/month
Power BI: Free
1 GB storage
10k rows/hour data streaming
Power BI Pro:
USD9.99/user/month
10 GB storage
1 million rows/hour
Implementation Tableau provides different
implementation types as per
organizational needs panning from few
hours to few weeks.
Power BI uses cloud storage and includes
simple implementation process.
07-08-2019 Created by Geetika 32

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Microsoft Power BI

  • 1. MICROSOFT POWER BI A P R E S E N TAT I O N 07-08-2019 Created by Geetika 1
  • 2. CONTENTS • Introduction • Getting Data • Modelling • Visualizations • Exploring Data • Publishing and Sharing • Introduction to DAX • Power BI vs Tableau Key Takeaways Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards. This presentation will give you an overview of what Microsoft Power BI is. What are its features. Why it is an upcoming popular Data Visualization tool in the market. How to use it and comparison with other Visualization tools. 07-08-2019 Created by Geetika 2 Geetika SAP BI Consultant
  • 3. INTRODUCTION TO POWER BI Power BI is a Data Visualization and Business Intelligence tool that converts data from different data sources to interactive dashboards and BI reports. Power BI suite provides multiple software, connector, and services - Power BI desktop, Power BI service based on Saas, and mobile Power BI apps available for different platforms. These set of services are used by business users to consume data and build BI reports. Power BI desktop app is used to create reports, while Power BI Services (Software as a Service - SaaS) is used to publish the reports, and Power BI mobile app is used to view the reports and dashboards. Power BI Desktop is available in both 32-bit and 64-bit versions. To download the latest version, you can use the following link − https://powerbi.microsoft.com/en-us/downloads/ 07-08-2019 Created by Geetika 3
  • 4. FEATURES OF POWER BI • Content Packs: Power BI uses Content Packs, which has dashboard reports, data model and embedded queries. Content Packs are now being used by a large number of applications, including QuickBooks. • Natural Language Q&A: This is one of the most powerful tools in Power BI. Natural Language Q&A allows users to write questions and provides the content and answer, which can be manipulated to match your visual need. • Print Dashboard: Power BI provides a unique feature for printing dashboards, which can be handy in board meetings and discussions. • Custom Visualization: It’s a library of custom visualization. If the business needs are different, then so should the visuals. 07-08-2019 Created by Geetika 4
  • 5. FEATURES OF POWER BI • Get Data (Data Source): With Power BI, businesses can get data from virtually anywhere. Power BI Desktop includes a huge array of on-premise and cloud data sources, structured and unstructured, with more added each month. • DAX Data Analysis Function: Has more than 200 function and counting. The rich DAX formula language includes libraries of incredible capabilities to perform computational gymnastics on your data and create powerful analytical data models. 07-08-2019 Created by Geetika 5
  • 6. COMPONENTS OF POWER BI • Power BI Desktop This is used to create reports and data visualizations on the dataset. • Power BI Gateway You can use Power BI on-premises gateway to keep your data fresh by connecting to your on-premises data sources without the need to move the data. It allows you to query large datasets and benefit from the existing investments. • Power BI Mobile Apps Using Power BI mobile apps, you can stay connected to their data from anywhere. Power BI apps are available for Windows, iOS, and Android platform. • Power BI Service This is a cloud service and is used to publish Power BI reports and data visualizations. 07-08-2019 Created by Geetika 6
  • 7. G E T T I N G S TA R T E D W I T H P O W E R B I Storytelling Simplified Create dynamic Reports & Dashboards with Power BI. An array of visualizations options available. Power BI – helping you tell a story in a more presentable way. 07-08-2019 Created by Geetika 7
  • 8. DASHBOARD BASICS A Power BI dashboard is a single page, often called a canvas, that tells a story through visualizations. Because it is limited to one page, a well-designed dashboard contains only the highlights of that story. Readers can view related reports for the details. Dashboards are a feature of the Power BI service. They're not available in Power BI Desktop. You can't create dashboards on mobile devices but you can view and share them there. The visualizations you see on the dashboard are called tiles. You pin tiles to a dashboard from reports. If you're new to Power BI, you can get a good foundation by reading Power BI basic concepts. The visualizations on a dashboard come from reports and each report is based on a dataset. One way to think of a dashboard is as an entryway to the underlying reports and datasets. Selecting a visualization takes you to the report (and dataset) that it's based on. 07-08-2019 Created by Geetika 8
  • 9. DASHBOARDS VS REPORTS Capability Dashboards Reports Pages One page One or more pages Data sources One or more reports and one or more datasets per dashboard A single dataset per report Available in Power BI Desktop No Can build and view reports in Power BI Desktop Subscribe Can subscribe to a dashboard Can subscribe to report pages Filtering Can’t filter or slice Many different ways to filter, highlight and, slice Featured Can set one dashboard as your dashboard Can't create a featured report Favourite Can set dashboards as favourites Can set reports as favourites Set alerts Available for dashboard tiles in certain circumstances Not available from reports Natural language queries (Q&A) Available in dashboards Available in reports Can see underlying dataset tables and fields No. Can export data but can't see tables and fields in the dashboard itself. Yes. Can see dataset tables and fields values. 07-08-2019 Created by Geetika 9
  • 12. GETTING DATAL E A R N W H AT P O W E R B I I S , H O W I T S B U I L D I N G B L O C K S W O R K T O G E T H E R , A N D H O W Y O U C A N U S E T H E M T O G A I N I N S I G H T S T O Y O U R D ATA . 07-08-2019 Created by Geetika 12
  • 13. GETTING DATA • To get data in Power BI desktop, you need to click the Get data option in the main screen. It shows you the most common data sources first. Then, click the More option to see a full list of available data sources. 07-08-2019 Created by Geetika 13
  • 14. GETTING DATA • When you click “More..” tab as shown in the above screenshot, you can see a new navigation window, where on the left side it shows a category of all available data sources. You also have an option to perform a search at the top. 07-08-2019 Created by Geetika 14
  • 16. MODELLING • When you navigate to the Report tab, you can see a dashboard and a chart selected for data visualization. You can select different chart types as per your need. In our example, we have selected a Table type from available Visualizations. • When you go to the Data tab, you can see all the data as per the defined Relationship from the data sources. 07-08-2019 Created by Geetika 16
  • 17. VISUALIZATIONV I S U A L I Z A T I O N S A R E U S E D T O E F F E C T I V E L Y P R E S E N T Y O U R D A T A A N D A R E T H E B A S I C B U I L D I N G B L O C K S O F A N Y B U S I N E S S I N T E L L I G E N C E T O O L . P O W E R B I C O N T A I N S V A R I O U S D E F A U L T D A T A V I S U A L I Z A T I O N C O M P O N E N T S T H A T I N C L U D E S I M P L E B A R C H A R T S T O P I E C H A R T S T O M A P S , A N D A L S O C O M P L E X M O D E L S S U C H A S W A T E R F A L L S , F U N N E L S , G A U G E S , A N D M A N Y O T H E R C O M P O N E N T S . 07-08-2019 Created by Geetika 17
  • 18. VISUALIZATIONS • In Power BI, you can create visualization in two ways. First is by adding from the right side pane to Report Canvas. By default, it is the table type visualization, which is selected in Power BI. Another way is to drag the fields from right side bar to the axis and value axis under Visualization. You can add multiple fields to each axis as per the requirement. 07-08-2019 Created by Geetika 18
  • 19. VISUALIZATIONS • In Power BI, it is also possible to move your visualization on the reporting canvas by clicking and then dragging it. You can also switch between different type of charts and visualizations from the Visualization pane. Power BI attempts to convert your selected fields to the new visual type as closely as possible. 07-08-2019 Created by Geetika 19
  • 24. • When you publish a Power BI Desktop file to the Power BI service, the data in the model and any reports you created in Report view are published to your Power BI workspace. You’ll see a new dataset with the same name, and any reports in your Workspace navigator. • Publishing from Power BI Desktop has the same effect as using Get Data in Power BI to connect to and upload a Power BI Desktop file. • To publish a report to the web, you have to navigate to Power BI service → My Workspace. 07-08-2019 Created by Geetika 24
  • 25. • Once you open the report that you want to publish, navigate to the File tab → Publish to Web. Once you select this option, it opens a new dialog that creates an embed code for this report to include in the website or email. • Option says: Get a link or embed code that you can include on a public website. You may use publish to web functionality to share content on a publicly available website. You may not use this functionality to share content internally, which includes through your email, your internal network, or intranet site. Publish a live version that will remain synchronized with the source report in Power BI. Any changes you make to the report will immediately be reflected in the published public version. • When you select - Create Embed code, Power BI prompts that you want to share your data with everyone on the internet. • The following message is displayed: You are about to create an embed code for this report. Once published, anyone on the Internet will be able to access the report and the data it contains, and Microsoft may display the report on a public website or a public gallery. • Before publishing this report, ensure you have the right to share the data and visualizations publicly. Do not publish confidential or proprietary information, or an individual's personal data. If in doubt, check your organization's policies before publishing. • Note − You can publish the report as a web page and any user with the link can view it. The link can be sent via email or it can be used as an iframe in a web page. 07-08-2019 Created by Geetika 25
  • 27. • Following is an example of DAX formula, which uses a function to calculate a column in a table: • Power BI provides an easy way to see the list of all functions. When you start typing your function in the formula bar, you can see the list of all functions starting with that alphabet. 07-08-2019 Created by Geetika 27
  • 28. • In Power BI, you can create two primary calculations using DAX −  Calculated columns  Calculated measures • When you navigate to the Modeling tab, you can see a New Column option at the top of the screen. This also opens the formula bar where you can enter DAX formula to perform the calculation. DAX - Data Analysis Expression is a powerful language used in Excel to perform calculations. You can also rename the column by changing the Column text in the formula bar. 07-08-2019 Created by Geetika 28
  • 29. • In the following example, we have created a new column: Product Code (Product_C), which is derived from the last 3 characters of Prod_Id column. Following is the formula − • To create a calculated measure, navigate to New Measure tab under Modeling. This will add a new object under the Fields tab with the name Measure. 07-08-2019 Created by Geetika 29 Product_C = RIGHT( Sheet1[Prod_Id],3)
  • 30. POWER BI VS TABLEAU 07-08-2019 Created by Geetika 30
  • 31. POWER BI VS TABLEAU Feature Tableau Power BI Data Visualization Tableau provides strong data visualization and is one of the main data visualization tool in the market. Power BI provides a strong backend data manipulation feature with access to simple visualizations. Size of Dataset Tableau can connect much larger datasets as compared to Power BI. Power BI has a limit of 1GB data in free version. Data Sources Tableau covers a vast range of data sources to connect with for data visualization. In Tableau, you select the dataset first and visualizations are used on the fly. Power BI covers most of the data sources available in Tableau. It is closely integrated with Office 365, provides connectivity to SharePoint. Power BI online version also supports direct visualization on Search Engine, though, only Bling is supported at this point. Costing Tableau is expensive as compared to Power BI but under budget for small and medium enterprise. Power BI provides a free version with 1GB limit on dataset. Power BI Pro is also a cheaper solution when compared with any other BI tool. 07-08-2019 Created by Geetika 31
  • 32. POWER BI VS TABLEAU Feature Tableau Power BI License and Pricing Tableau Desktop Profession: USD70/user/month and it can connect to hundreds of data sources. Tableau Desktop Personal: USD35/user/month and it can connect to data sources such as Google Sheets and Excel files. Tableau Server: Minimum 10 users with the cost of USD35/user/month Tableau Online with private cloud: USD 42/user/month Power BI: Free 1 GB storage 10k rows/hour data streaming Power BI Pro: USD9.99/user/month 10 GB storage 1 million rows/hour Implementation Tableau provides different implementation types as per organizational needs panning from few hours to few weeks. Power BI uses cloud storage and includes simple implementation process. 07-08-2019 Created by Geetika 32