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Intro to PowerBI

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Intro to PowerBI

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Patricia Patricia
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LAB MODULE

Coding & Big Data

Week 12
Introduction to Microsoft Power BI
What is Power BI?

Why Power BI?


Outline
Sign-up to Power BI

Using dataset in Power BI

Creating report from your dataset

Populating a dashboard

Practice
What is Microsoft Power BI is a data
analytics tool provided by
Microsoft Power Microsoft to visualize your data
and share insights.
BI?
Power BI offers data preparation and
discovery with interactive dashboards and
lot of visualisations in one solution.
Why Power BI?
Powerful and Performant
Get your answers from your questions about your data
Enable more advanced analytics with familiar Excel features
A leader in Gartner’s Magic Quadrant for Analytics and
Business Intelligence Platforms
New Terms!
Workspace Dataset
The area to manage A collection of
your files in data
Power BI

Report Dashboard
The visualization of The collection of
more than one more than one
datasets reports
Sign-up to Power BI
Register yourself in Power BI
1. Go to the homepage of Microsoft Power BI.
2. Click Start free as in figure 1.1.
3. Click Try Power BI for free as in figure 1.2.
4. Enter your student email address or PresUniv email address (ex: [email protected]). Then, click
Next as in figure 1.3.
5. Click on I got it from my organization and click Next as in figure 1.4.
6. Fill in your data, check your email and fill in the Verification Code. Click Next as in figure 1.5.
7. You will see “Stay Signed In?” page. If you click on “Yes”, it’s mean you will not logged out. Click “No” means
you have to re-log in as in figure 1.6.
8. Click on Get Started as in figure 1.7.
9. If you’re successful in registering your account, you will be directed to the home screen as in figure 1.8.
Figure 1.1, Click Start free
Figure 1.2, Click Try Power BI for free
Figure 1.3, Enter your student email address and click Next
Figure 1.4, Click on I got it from my organization and click Next
Figure 1.5, Fill in your data, check your email and fill in the Verification Code and Click Next
Figure 1.6, If you click on “Yes”, it’s mean you will not logged out. Click “No” means you have to re-log in.
Figure 1.7, Click on Get Started
Figure 1.8, Great, you have sign up your Power BI! This is your homepage.
Ask me if you cannot sign up your
account, now!
Using dataset in Power BI
What is Dataset? Dataset is a collection of data that
we import.

In Power BI, we use dataset in a form of


.xlsx, .csv, and many more.
How to upload your dataset?
1. Go to your workspace by clicking on it as in figure 2.1.
2. Click New as in figure 2.2.
3. Click Dataset as in figure 2.3.
4. Under Create new content > Files as in figure 2.4, click Get.
5. Click Local File as in figure 2.5 and select your dataset file to be uploaded.
6. Click Import as in figure 2.6.
7. If you’re successful, there will be 2 new files (a dashboard file and a dataset file) in your workspace as
in figure 2.7.
Figure 2.1, Go to your workspace by clicking on My workspace
Figure 2.2, Click on New
Figure 2.3, Click on Dataset
Figure 2.4, Click on Get under Create New Content > Files
Figure 2.5, Click on Local File and select your dataset file to be uploaded
Figure 2.6, Click Import
Figure 2.7
Creating report from your dataset
How to create your report?
1. Click on the newly uploaded dataset file as in figure 3.1.
2. Under Visualize this data, click Create a report and click From scratch as in figure 3.2.
3. You will be directed to the an empty report page as in figure 3.3.
4. Now we’re going to add a table to show all the data first. Click the table icon inside the
visualizations group as in figure 3.4, check all values field from the right side of the screen and resize the
table to match the figure.
5. Next, we’re going to add a filled map to show each province where the member registered. Click the
filled map icon inside the visualizations group as in figure 3.5, move the province column into location
field and legend field. Also, move id column as count into tooltips field and resize the filled map to
match the figure.
How to create your report? (cont’d)
6. Then, we’re going to add a stacked bar chart to display the provinces with the number of members
from that province. Click on the stacked bar chart icon from the visualizations group as in figure 3.6,
move the province column into axis field and legend field. Also, move id column as count into values
field and resize the stacked bar chart to match the figure.
7. Finally, click on Save as in figure 3.7.
8. Set the name as you wish and click Save as in figure 3.8.
9. A notification will appear and you can see the newly created report in your workspace as in figure 3.9.
Figure 3.1
Figure 3.2
Figure 3.3
Figure 3.4
Figure 3.5
Figure 3.6
Figure 3.7
Figure 3.8
Figure 3.9
Populating a dashboard
How to populate a dashboard?
1. From the report that you’ve created in previously, click on the triple dot from the menu as in figure
4.1.
2. Click Pin to a dashboard as in figure 4.2.
3. Select the dashboard file that is created when you imported the excel file (see figure 2.7) or you can
create a new dashboard. After that, click Pin live as shown in figure 4.3.
4. A notification will appear and you can click Go to dashboard as in figure 4.4.
5. You will be directed to the dashboard as in figure 4.5. Congratulations, you’ve populated a dashboard
from a report.
6. If for any reason a notification doesn’t appear in step 4, you can open your dashboard file directly
from your workspace as in figure 4.6.
Figure 4.1
Figure 4.2
Figure 4.3
Figure 4.4
Figure 4.5
Figure 4.6
Practice
From your previous report,
Add a slicer to enable user select the date range and a card to
display the number of rows currently selected
Open your report
Click on triple dots
Click on Edit
Click on Slicer and move registered_at column to Field
Click on Card and move id column to Field
When you change the date range using Slicer, the other components will displaying based on the date range selected.
Submission
Screenshot & Submit your file
● Screenshot your dashboard
● Screenshot your last report

Follow your asisstant guidance for submission regulations. Don’t forget to put
your name and student ID on the top of the file.
Questions? Ask me!
References
9 reasons why you should use Power BI for business analytics

What is Power BI?: Architecture, and Features Explained

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