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POWER_BI

The document provides a comprehensive guide to learning Power BI, covering its components, data connection, transformation, visualization, and sharing insights. It includes detailed steps for installation, data modeling, creating visualizations, and advanced topics like DAX and Azure integration. Additionally, it emphasizes hands-on projects and continuous learning resources to master Power BI effectively.

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mr smart
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0% found this document useful (0 votes)
42 views5 pages

POWER_BI

The document provides a comprehensive guide to learning Power BI, covering its components, data connection, transformation, visualization, and sharing insights. It includes detailed steps for installation, data modeling, creating visualizations, and advanced topics like DAX and Azure integration. Additionally, it emphasizes hands-on projects and continuous learning resources to master Power BI effectively.

Uploaded by

mr smart
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 Power BI from end to end involves understanding its components, how to connect

to data, transform it, create visualizations, and ultimately share your insights. Here's a
detailed step-by-step guide:

1. Introduction to Power BI

Overview of Power BI

 What is Power BI?: Understand what Power BI is, its components (Power BI
Desktop, Power BI Service, Power BI Mobile), and its purpose.
 Power BI Ecosystem: Learn about the different versions (Free, Pro, Premium) and
how they differ.

Installation and Setup

 Installing Power BI Desktop: Download and install Power BI Desktop on your


machine.
 Interface Overview: Familiarize yourself with the Power BI Desktop interface,
including the Ribbon, Data View, Report View, and Model View.

2. Connecting to Data Sources

Data Source Options

 Supported Data Sources: Learn about the various data sources Power BI supports
(Excel, CSV, SQL Server, Web, APIs, etc.).
 Connecting to a Data Source: Practice connecting Power BI to different data
sources.

Data Import Methods

 Import vs. Direct Query: Understand the difference between importing data into
Power BI and using Direct Query.
 Using Import: When and how to use the Import method for data that needs to be
loaded into Power BI.
 Using Direct Query: When and how to use Direct Query for real-time data analysis.

3. Data Transformation with Power Query

Introduction to Power Query

 Power Query Editor: Understand the Power Query Editor interface.


 Data Transformation Basics: Learn how to perform basic data transformation tasks
like removing columns, filtering rows, and changing data types.

Advanced Data Transformation

 Merging and Appending Queries: Learn how to combine data from multiple tables
using merge and append operations.
 Pivot and Unpivot: Understand how to pivot and unpivot data to reshape your tables.
 Conditional Columns: Create new columns based on conditions.

Data Cleansing

 Handling Null Values: Learn techniques for dealing with null or missing values.
 Removing Duplicates: Understand how to identify and remove duplicate records.
 Text and Number Transformations: Practice string manipulation and number
formatting.

4. Data Modeling

Understanding Data Models

 What is a Data Model?: Learn about the concepts of data modeling in Power BI,
including tables, relationships, and schemas.
 Star and Snowflake Schemas: Understand the difference between star and snowflake
schemas in data modeling.

Creating Relationships

 Building Relationships: Learn how to create and manage relationships between


tables in Power BI.
 Cardinality and Cross Filter Direction: Understand cardinality (one-to-one, one-to-
many, many-to-many) and cross-filter direction (single, both) in relationships.

Calculated Columns and Measures

 Calculated Columns: Learn how to create calculated columns using DAX (Data
Analysis Expressions).
 Measures: Understand how to create measures for aggregations like SUM,
AVERAGE, COUNT, etc.
 DAX Basics: Introduction to DAX syntax and functions.

5. Creating Visualizations

Basic Visualizations

 Types of Visuals: Learn about the different types of visuals available in Power BI,
including bar charts, line charts, pie charts, tables, matrices, and more.
 Creating Simple Visuals: Practice creating basic visualizations to represent your
data.
 Formatting Visuals: Customize the appearance of visuals, including colors, labels,
and titles.

Advanced Visualizations

 Hierarchies: Learn how to create and use hierarchies in your data (e.g., Year >
Quarter > Month).
 Custom Visuals: Explore how to use custom visuals from the Power BI marketplace.
 Advanced Chart Types: Create advanced charts like waterfalls, funnels, and maps.
 Conditional Formatting: Apply conditional formatting to visuals to highlight data
trends or outliers.

6. Interactivity and Exploration

Adding Interactivity

 Slicers: Learn how to use slicers to filter data in your reports interactively.
 Drillthrough: Enable users to drill through to detailed data from summary data.
 Bookmarks: Use bookmarks to create report navigation or toggle between views.
 Tooltips: Customize tooltips to show additional information when hovering over
visuals.

Exploring Data

 Q&A Feature: Use the Q&A feature to explore data by asking natural language
questions.
 Decomposition Tree: Analyze data hierarchically using the decomposition tree
visual.
 Key Influencers: Use the key influencers visual to identify factors that impact
specific outcomes.

7. Report Publishing and Sharing

Publishing to Power BI Service

 Power BI Service Overview: Learn about the Power BI Service and its interface.
 Publishing Reports: Practice publishing reports from Power BI Desktop to the Power
BI Service.

Creating Dashboards

 Dashboard Creation: Learn how to pin visuals to create dashboards in Power BI


Service.
 Real-Time Dashboards: Set up real-time data dashboards using streaming data
sources.
 Data Refresh: Configure automatic data refresh settings for your published reports
and dashboards.

Sharing and Collaboration

 Workspaces: Understand how to create and manage workspaces for team


collaboration.
 Sharing Reports: Learn how to share reports and dashboards with others in your
organization.
 Row-Level Security (RLS): Implement row-level security to control data access for
different users.

8. Power BI Mobile
Mobile View

 Designing for Mobile: Learn how to design and optimize reports for viewing on
mobile devices.
 Power BI Mobile App: Understand the features of the Power BI Mobile app and how
to interact with reports on mobile devices.

9. Power BI Administration and Governance

Administration

 Admin Portal: Explore the Power BI Admin Portal and its features.
 Usage Monitoring: Track and monitor usage statistics for Power BI in your
organization.
 Data Security: Implement security best practices, including data classification and
encryption.

Governance

 Data Governance: Understand the importance of data governance in Power BI.


 Setting Policies: Learn how to set up policies for data sharing, usage, and
compliance.

10. Power BI Advanced Topics

Advanced DAX

 Complex Calculations: Learn advanced DAX techniques for creating complex


calculations.
 Time Intelligence: Implement time intelligence functions in DAX for date-based
analysis.
 Performance Optimization: Optimize DAX queries for better performance.

Power BI with Azure

 Connecting with Azure Services: Integrate Power BI with Azure services like Azure
SQL Database, Azure Data Lake, and Azure Synapse Analytics.
 Azure Machine Learning: Incorporate machine learning models from Azure into
Power BI reports.

Embedding Power BI

 Power BI Embedded: Learn how to embed Power BI reports in web applications.


 Custom Visual Development: Create custom visuals using the Power BI Developer
Tools.

11. Hands-On Projects

Practice Projects
 Sample Datasets: Work with sample datasets to practice the skills learned.
 End-to-End Project: Develop an end-to-end Power BI project from data extraction to
report publishing.
 Real-World Scenarios: Apply Power BI skills to solve real-world business scenarios.

12. Certification and Continuous Learning

Certification

 Power BI Certification: Prepare for certifications like the Microsoft Certified: Data
Analyst Associate with Power BI.

Continuous Learning

 Community Resources: Engage with the Power BI community through forums,


blogs, and user groups.
 Learning Resources: Utilize online courses, webinars, and tutorials to stay updated
with the latest features.

Conclusion

Following these steps will help you master Power BI from start to finish, enabling you to
build powerful data visualizations and share your insights effectively.

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