Session 1
Session 1
for
Managers
Evaluation
•Dashboards are a reporting mechanism that aggregates and displays metrics and key
indicators so they can be examined at a glance by all possible audiences.
• Dashboards help improve decision making by revealing and communicating contextual insights into
metrics to display indicators with intuitive visualization
• Data dashboards are a summary of different, but related data sets, presented in a way that makes the
related information easier to understand. Dashboards are a type of data visualization,
•A data dashboard is a tool many businesses use to track, analyze, and display data—
usually to gain insight into the overall wellbeing of an organization, department, or specific
process.
Use dashboards to measure things like:
◦ Customer metrics
◦ Financial information
◦ Sales information
◦ Web analytics
◦ Manufacturing information
◦ Human resources data
◦ Marketing performance
◦ Logistics information
BI Dashboards
• Cognos Visualizer
• GE Business Tableau: a group of models or motionless figures representing
• Microsoft Power BI a scene from a story or from history; a tableau vivant.
• Adobe Analytics
Power BI
Power BI desktop interface
Power Query
◦ ETL (Extract, Transform, Load) self-service tool
◦ Clean, shape and transform data
Power Pivot
◦ calculation layer between your data and outputs
◦ model data and define calculations
◦ Uses DAX (Data Analysis eXpressions)
Power View
◦ create interactive charts, graphs, maps, and other
visuals that bring your data to life
Get Data!
Data discovery:
Find and connect to a myriad of data sources containing potentially useful data
Referred as Data Hub
Data loading:
Select the data you have examined and load it into Power BI Desktop for shaping
Data modification:
Modify the structure of each dataset that you have imported, then filter and clean
the data itself
Data shaping:
Join datasets to create a clear, unified, and accessible data model.
Power Query
• Preview Pane • Column Filters
• does not always show the entire dataset
• Filters/ filter control in the column headers • Refresh
• Table- level transformations
• Queries pane
• Rename the query – double-click to rename
• Properties section- Query Settings dialog
box
• View Column Properties
• View – Column distribution
• View – Column profile
• View – Column quality
• View – Column quality – Replace errors
Power Query - Transform Data
• Add a new column for profit (Price –Cost)
• Add column Standard
• Split Column by Delimiter
• Transform data Split column
• Rename the columns
• Extract single value
• Select the column from where the value has to be
extracted
• Add Column Columns from examples From
selection
• Enter sample values to Create a New Column
• Double clicking the first blank cell gives options to choose
Power Query - Transform Data
• Converting Size to Buckets/Ranges
• X: >=70
• L: >=60
• M: >=50
• S: >=40
• Duplicate the column & convert to Data type ‘Whole numbers’ (Home Tab)
• Change error to null (Transform Replace value Replace error)
• Filter out null and keep the numeric
• Add Column Column from Examples From Selection
• Manually enter a few values ctrl+enter
• Also double-click the Added Conditional Column to verify
• Remove duplicates
Power Query - Transform Data
• With the Fact Table
• Merge Queries and match Size column