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Importing Data Im powerBI

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jaydeeprathodexmba2023
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11 views

Importing Data Im powerBI

Uploaded by

jaydeeprathodexmba2023
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Learning Objectives:

● Acquire knowledge of Import Excel workbooks into Power BI


● Gain proficiency in of Import Excel workbooks into Power BI.
● Develop your ability to Import Excel workbooks into Power BI that effectively
visualizes data
● PowerPoint slides covering the fundamentals of dashboard design as training
material

Time: 30 minutes
Seating arrangement for session:
 Classroom-style seating with computers that are Power BI-equipped
available.
 Delivery method: Interactive workshop with practical activities.

Methodology:
Overview of Visualizations and Dashboards (10 minutes):
● Talk about the steps of importing the excel workbook in power BI.
● Describing the significance of each step of importing in effectively
communicating findings.

10-minute overview of the Power BI interface


● Showcase a small example of importin a workbook into power BI.
● Emphasize important attributes and traits.

Making Simple Graphics (30 minutes):


Detailed tutorial on making simple of importing the excel workbook in power BI

Source Materials:
● Online tutorials on visualization techniques
● Power BI documentation on dashboard design
Import Excel workbooks into
Power BI Desktop
With Power BI Desktop, you can easily import Excel workbooks that contain
Power Query queries and Power Pivot models into Power BI Desktop. Power BI
Desktop automatically creates reports and visualizations based on the Excel
workbook. Once imported, you can continue to improve and refine those reports
with Power BI Desktop, using the existing features and new features released
with each Power BI Desktop monthly update.

Import an Excel workbook.


To import an Excel workbook into Power BI Desktop,
select File > Import > Power Query, Power Pivot, Power View.

1. From the Open window, select an Excel workbook to import.


2. From the import dialog box that appears, select Start.

Power BI Desktop analyses the workbook and converts it into a


Power BI Desktop file (.pbix). This action is a one-time event. Once
created with these steps, the Power BI Desktop file has no
dependence on the original Excel workbook. You can modify, save,
and share it without affecting the original workbook.

After the import finishes, a summary page appears that describes


the items that were converted. The summary page also lists any
items that couldn't be imported.

3. Select Close.
Power BI Desktop imports the Excel workbook and loads a report
based on the workbook contents.

After the workbook is imported, you can continue working on the report.
You can create new visualizations, add data, or create new report pages
by using any of the features and capabilities included in Power BI Desktop.

Let’s consider a small example below


Import Excel Data into Power BI

We are going to kick this blog off with a simple example of how to load
data from excel into Power BI Desktop.

Sample of Data in Excel

We have three columns of data, two have number in it and one has text
values.

For now, we will close out of excel and jump over to Power BI Desktop.
Once the program loads, we will click the Home ribbon then select the Get
Data button.

Button for Get Data

After pressing the button, a new menu will pop up showing us all the
sources where data can be ingested from. The very first item in the list is
Excel. Click the Excel then click the Connect button in the lower right-
hand corner.

Select Excel as Data Source

After clicking Connect a new window will pop up asking for the location of
the Excel file. Navigate to our sample data called Book1.xlsx you can
down load the actual file We used here: Book1 I saved my Book1.xlsx file
on the desktop of my computer. Select Book1 and then Click Open.

Open Excel File Dialog Box

Next, we are presented with the Navigator screen that reveals what is
inside the workbook. There are two sheets. For now, we are only
interested in the data on Sheet1. Select Sheet1 and then click Load. This
will load our data from Sheet1 into the Power BI Desktop data model.
Navigator Selection Screen

Now our data has been added to the Power BI Desktop data model. The
data and the various columns we loaded can be found in the tool bar at
the far right of PBI called Fields.

Location of Loaded Excel Data

Tech Tip: Power BI Desktop (PBI) opening the file and loading the relevant
data into the memory of the computer. This has an approximate 4 to 1
compression ratio. In practical terms this means that a 100MB file will
only consume 25MB of file size in PBI when it is saved. This is extremely
useful as the data model can be quite large when loading multiple data
files but the PBI file will compress down to a manageable size.
Make a Data from Column Sales and Category

Finally, the Sheet1 data table can be expanded into is respective columns
by clicking the triangle next to the table icon. Finally, you can drag and
drop the column names into the visualization page to begin making
visualizations. For this demo I used the Category Column and the Sales
column to make a table.

By selecting a different visualization in the visualizations bar you can


change your data table into a Bar Chart.

Data Transformed into a Bar Chart

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