Microsoft Power BI

Introductory session

2021
Contents

1. Introduction Key takeaways

2. Getting data Power BI is a business analytics service by
Microsoft. It aims to provide interactive
3. Modelling
visualizations and business intelligence
4. Visualizations capabilities with an interface simple enough
for end users to create their own reports
5. Exploring data and dashboards.
This presentation will give you an overview
6. Publishing and sharing
of what Microsoft Power BI is. What are its
7. Introduction to DAX features. Why it is an upcoming popular
Data Visualization tool in the market. How to
8. Power BI vs Tableau use it and comparison with other
Visualization tools.

Kriya
Treasury data analyst

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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/

Created by Geetika.
SAP BI Consultant

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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.

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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.

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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.

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 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.

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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.

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Dashboards vs Reports

Capability Dashboards Reports

Pages One page One or more pages
Data sources One or more reports and one or A single dataset per report
more datasets per dashboard
Available in Power BI No Can build and view reports in Power
Desktop 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 Can't create a featured report
"featured" dashboard

Favourite Can set dashboards as favourites Can set reports as favourites

Set alerts Available for dashboard tiles in Not available from reports
certain circumstances

Natural language queries Available in dashboards Available in reports

(Q&A)

Can see underlying No. Can export data but can't see Yes. Can see dataset tables and
dataset tables and fields tables and fields in the dashboard fields and values.
itself.

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Dashboard samples

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Dashboard sample

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 Getting data

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 Getting data

Learn what Power BI is, how its building blocks work

together, and how you can use them to gain insights
to your data.

Power BI supports large range of data sources. You

can click Get data and it shows you all the available
data connections. It allows you to connect to different
flat files, SQL database, and Azure cloud or even web
platforms such as Facebook, Google Analytics, and
Salesforce objects. It also includes ODBC connection
to connect to other ODBC data sources, which are not
listed.

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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.

Created by Geetika.
SAP BI Consultant

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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.

Created by Geetika.
SAP BI Consultant

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 Modelling

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 Modelling

Data Modelling is one of the features used to connect

multiple data sources in BI tool using a relationship. A
relationship defines how data sources are connected
with each other and you can create interesting data
visualizations on multiple data sources.

With the modelling feature, you can build custom

calculations on the existing tables and these columns
can be directly presented into Power BI visualizations.
This allows businesses to define new metrics and to
perform custom calculations for those metrics.

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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.

Created by Geetika.
SAP BI Consultant

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 Visualizations

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 Visualizations

Visualizations are used to effectively present your

data and are the basic building blocks of any Business
Intelligence tool. Power BI contains various default
data visualization components that include simple bar
charts to pie charts to maps, and also complex models
such as waterfalls, funnels, gauges, and many other
components.

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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.

Created by Geetika.
SAP BI Consultant

Page 22 23 August 2021 Presentation title

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.

Created by Geetika.
SAP BI Consultant

Page 23 23 August 2021 Presentation title

 Exploring data

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 Exploring data

Power BI tool provides a lot of options to explore the

datasets. When you are working on your BI report or
dashboards, you can use Power BI look for quick
insights. Navigate to the datasets section on the left
side of the tool UI, click the 3 dots (…) and click Get
Insights.
When you select the Get Insights option, it runs all the
algorithms in your dataset and once it is complete,
you get a notification that insight is ready for your
dataset.
You can click the View Insights option and the tool will
show you all chart representations of your data
insights. You can any time go to this option and check
insights option in your dataset.
When you publish a report to Power BI service, you
also get an option of Quick Insight on the first page.

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Exploring data

Created by Geetika.
SAP BI Consultant

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Exploring data

Created by Geetika.
SAP BI Consultant

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 Publishing and
sharing

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 Publishing and
sharing
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.

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Publishing and sharing

To publish a report to the web, you have to navigate to Power BI service → My Workspace.
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.

Created by Geetika.
SAP BI Consultant

Page 30 23 August 2021 Presentation title

Publishing and sharing

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.

Created by Geetika.
SAP BI Consultant

Page 31 23 August 2021 Presentation title

 Introduction to DAX

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 Introduction to DAX

DAX (Data Analysis Expressions) is a formula

expression language and can be used in different BI
and visualization tools. DAX is also known as function
language, where the full code is kept inside a function.
DAX programming formula contains two data types:
Numeric and Other. Numeric includes - integers,
currency and decimals, while Other includes: string
and binary object.

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Introduction to DAX

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.

Created by Geetika.
SAP BI Consultant

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DAX Calculation Types

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.

Created by Geetika.
SAP BI Consultant

Page 35 23 August 2021 Presentation title

DAX Calculation Types

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 −
Product_C = RIGHT( Sheet1[Prod_Id],3)
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.

Created by Geetika.
SAP BI Consultant

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 Power BI vs Tableau

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 Power BI vs Tableau

When it comes to Business Intelligence

tools, Tableau and Microsoft Power BI are the
standout performers in the recent decade.
Tableau since its inception has come a long
way and has established itself as the market
leader for BI tools and data analytics.
Microsoft Power BI though relatively younger
has grown to be the closest competitor for
Tableau. Both the tools have their own
strengths and weaknesses and each will suit
businesses based on requirements. We will do
a comparison study between the two which will
help companies to decide the best for their
needs.

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Power BI vs Tableau

Feature Tableau Power BI

Data Visualization Tableau provides strong data Power BI provides a strong backend data
visualization and is one of the main data manipulation feature with access to
visualization tool in the market. simple visualizations.

Size of Dataset Tableau can connect much larger Power BI has a limit of 1GB data in free
datasets as compared to Power BI. version.

Data Sources Tableau covers a vast range of data Power BI covers most of the data
sources to connect with for data sources available in Tableau. It is closely
visualization. In Tableau, you select the integrated with Office 365, hence
dataset first and visualizations are used provides connectivity to SharePoint.
on the fly. 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 provides a free version with

Power BI but still under budget for small 1GB limit on dataset. Power BI Pro is
and medium enterprise. also a cheaper solution when compared
with any other BI tool.

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Power BI vs Tableau

Feature Tableau Power BI

License and Pricing Tableau Desktop Profession: Power BI: Free

USD70/user/month and it can connect to 1 GB storage
hundreds of data sources. 10k rows/hour data streaming
Tableau Desktop Personal: Power BI Pro:
USD35/user/month and it can connect to USD9.99/user/month
data sources such as Google Sheets and 10 GB storage
Excel files. 1 million rows/hour
Tableau Server: Minimum 10 users with the
cost of USD35/user/month
Tableau Online with private cloud: USD
42/user/month
Implementation Tableau provides different implementation Power BI uses cloud storage and
types as per organizational needs panning includes simple implementation
from few hours to few weeks. process.

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