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DA Manual - Part C Power BI

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DA Manual - Part C Power BI

Uploaded by

sjrenuka37
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Part - C: Power BI

1. Introduction to Power BI- Get Started with Power BI - Sign up for Power BI -
Overview: Power BI data sources - Connect to a SaaS solution - Upload a local
CSV file - Connect to Excel data that can be refreshed - Create a Report with
Visualizations

1. Download Power Bi Desktop - https://powerbi.microsoft.com/en-us/downloads/


2. Click on Download, it will redirect to Microsoft store -> Click on GET -> Click on
Install
3. Once installed and launch Power BI application, you will find Get Started screen.

4. Click on Get Data

5. Choose Excel and Click on connect

6. Select the Excel sheet that you would like to work with.
7. Look at the preview window, if the data is in the correct format, go ahead and load it.
However, if there are issues with the structure, you should edit it under Transform Data
prior to loading.
2. Using visualizations - Create a new report - Create and arrange visualizations
- Format a visualization - Use text, map, and gauge visualizations and save a
report - Use a slicer to filter visualizations - Sort, copy, and paste visualizations

1. Drag and drop the text box from the Home Tab option

2. Select the card option in the visualization pane to showcase KPI’s and drag and drop
the Sales value in the fields option.
3. To insert a stacked column chart, select stacked column chart from the visualization
pane or drag and drop the category value in X-axis and Sales value in Y-axis into the
dashboard.
4. To insert a map chart, select map column chart from the visualization pane or drag
and drop the country values into the location field.

Select the following fields like location, legend, latitude, longitude, bubble size options from
the data pane as follows to include a map into the report as follows .

i. Customize the appearance of the map by selecting from the various map styles
available in the Format pane. You can change the background color, data colors,
labels, and more.
ii. Add data points to your map by dragging and dropping them onto the map
visualization. You can add markers, bubbles, shapes, and more.
iii. Use layers to add additional data to your map. You can add layers for region
boundaries, satellite imagery, roads, and more.
iv. Create drill-down hierarchies by adding levels to your map. You can drill down from
the country level to the state level to the city level, for example, by adding levels to
your map.
v. Customize your map's interactivity by adding tooltips, filters, and other interactive
elements.
5. Gauge chart can be inserted by dragging and dropping the gauge chart into the
dashboard panel. By selecting the options as value field, minimum value, maximum
value target value, as follows.

Needle

We can set the minimum value and maximum value by manual selection as choosing the
format panel

1. On the Visualizations > Build visual pane, remove the value from
the Maximum value option.
2. Select the paint brush icon to open the Format visual section.
3. Expand the Gauge axis option and enter values for the Min and Max settings.
In our example, we set the values to

6. Inserting the slicer in to the dashboard

i. Click on the "Slicer" visualization found in the "Visualizations" pane.


ii. Drag and drop the field that you want to filter from the "Fields" pane into the
"Values" box in the Slicer pane.
iii. Customize your slicer using the various formatting options that you find in the
"Visualizations" pane.

Sync and use slicers on other pages

1. In Power BI Desktop on the View ribbon, select Sync slicers.


The Sync slicers pane appears between the Filters and Visualizations panes.

7. To insert a pie chart, select pie chart from the visualization pane or drag and drop the
sales value in Values and Market value in details into the dashboard.

8. To insert a stacked bar chart, select bar chart from the visualization pane or drag and
drop the region value in y-axis and shipping-cost value in x-axis into the dashboard.
Copy and paste within the same report

Visuals in Power BI reports can be copied from one page in the report to the same page or
different page in the same report.

Copying and pasting visualization requires edit permissions to the report. In the Power BI
service, this means opening the report in Editing View.

Visualizations on dashboards can't be copied and pasted into Power BI reports or other
dashboards.

1. Open a report that has atleast one visualization.


2. Select the visualization and use Ctrl +C to copy, and Ctrl +V to paste.

Copy from a dashboard tile

1. Open the Power BI service and navigate to the dashboard you want to copy
from.
2. From the upper right corner of the visual, select More options(...) and
choose Copy visual as image.
3. When the Your visual is ready to copy dialog appears, select Copy to
clipboard.

4. When your visual is ready, paste it into another application using Ctrl + V or right-
click > Paste. In the screenshot below, we've pasted the visual into Microsoft Word.

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