Introduction to

PowerBI

Presented by:
AAKASH KUMAR - 22BC276
KUSHAGRA BARANWAL - 22BC306
NAMAN AGARWAL - 22BC311
 Introduction to Data
Preparation in Power BI
Data preparation involves cleaning,
transforming, and organizing raw data into
a usable format for analysis.

Importance of Data Preparation in Analytics:

Effective data preparation improves

the quality of insights derived from
data analysis.
It enables organizations to make
informed, data-driven decisions by
ensuring that the data used is reliable
and well-structured.
Properly prepared data enhances
visualization clarity, allowing
stakeholders to understand trends and
patterns more easily.
Connecting to Data Sources

File-based sources: Excel, CSV, JSON.

Databases: SQL Server, Oracle, MySQL.
Microsoft Fabric: OneLake, KQL Databases,
Metric Sets
Power Platform Sources: Power BI
Dataflows,Common Data Service (now
Dataverse)
Cloud Services: Azure, Google Analytics,
Salesforce.
Web Sources: APIs, OData feeds, SharePoint
Online List, Microsoft Exchange Online
Other Sources: Blank Query, Active Directory
 Basic Data Preparation in Power Query

Data Cleaning Data Shaping Data Modeling

Remove duplicates and Merge and append queries to Create relationships between
filter rows to ensure data consolidate data from tables to enable
accuracy. multiple sources. comprehensive analysis.
Handle missing values and Transform data by splitting Define calculated columns and
standardize data formats columns, changing data measures for enhanced
types, and renaming columns. insights.
 Drill Down Functionality
Hierarchy Navigation
This feature allows users to explore data hierarchically,
moving from a higher level of data to more detailed levels.
For example, users can analyze sales data by region and then
drill down to see sales by state and city.

Benefits

The primary advantage of drill down functionality is that it provides

deeper insights into specific areas of interest. By enabling users to
investigate data at various levels of granularity, it helps identify
trends, patterns, and anomalies that may not be visible at a broader
overview
 Tooltips in Power BI
Tooltips
Tooltips provide additional context for
data points in Power BI visuals, enhancing
user understanding by displaying relevant
information upon hovering over a data
point. This feature is particularly useful for
providing insights without cluttering the
main visual.
Customizing Tooltips for
Additional Context
Modern tooltips can be customized with
relevant details, allowing users to specify
additional fields that display as part of the
tooltip. This customization enables the
inclusion of more detailed data points,
such as metrics or visualizations, tailored
to the needs of the report viewers.
 Integrating AI-
powered Visuals

Q&A Visual: This visual allows users to Analyze Feature: This feature enables Decomposition Tree: This visual helps
ask natural language questions about users to automatically generate break down a specific value (like
their data and receive instant insights and trends from their data, revenue) into its components, allowing
responses in the form of charts and helping to identify significant factors users to explore data hierarchically. It
visuals. It simplifies data exploration influencing key metrics. reveals relationships between different
for users without technical expertise. aspects of the business.
 Help Table tools Sign in8

Share v

Mark as date Manage New Quick New New

table relationships measure measure column table
Calendars Relationships Calculations

Country Product Discount BandUnits Data

Germany Carretera None
SoldManufacturing Price Sale Price Gross Sales Discounts Sales CoGS Profit Date Month I
1513 3 350 529550 529550 393380 136170 01 December 2014 Q Search
Germany Paseo None 1006 10 350 352100
Canada Paseo 352100 261560 90540 01 June 2014
None 1725 10 350
>financials
603750 603750 448500 155250 01 November 2013
Germany Paseo None 1513 10 350 Sheet1
529550 529550 393380 136170 01 December 2014
Germany Velo None 1006 120 350 352100 352100 261560
France VTT None
90540 01 June 2014
1527 250 350 534450 534450 397020 137430 01 September 2013
France Amarilla None 2750 260 350 962500 962500 715000 247500 01 February 2014
Mexico Carretera Low 1210 3 350 423500 4235 419265 314600 104665 01 March 2014
Mexico Carretera LOW 1397 3 350 488950 4889.5
France 484060.5 363220 120840.5 01 October 2014
Carretera Low 2155 3 350
France 754250 7542.5 746707.5 560300 186407.5 01 December 2014
Paseo Low 2155 10 350 754250 7542.5 746707.5 560300
Canada 186407.5 01 December 2014
VTT Low 943.5 250 350 330225 3302.25326922.75 245310 81612.75 01 April 2014
Mexico VTT Low 1397 250 350 488950 4889.5 484060.5
Canada
363220 120840.5 01 October 2014
Carretera LoW 2852 3 350 998200 19964 978236 741520 236716 01 December 2014
Canada Paseo Low 2852 10 350 998200 19964 978236 741520 236716 01 December 2014
Germany Velo Low 2966 120 350 1038100 20762 1017338 771160 246178 01 October 2013
Germany Velo Low 2877 120 350 1006950 20139 986811 748020 238791 01 October 2014
Germany VTT Low 2877 250 350 1006950 20139 986811 748020 238791 01 October 2014
: United States of America VTT Low 266 250 350 93100 1862 91238 69160 22078 01 December 2013
Mexico VIT Low 1940 250 350 679000 13580 665420 504400 161020 01 December 2013
t Germany Amarilla Low 2966 260 350 1038100 20762 1017338 771160 246178 01 October 2013
tGermany Montana Low 1797 5 350 628950 18868.5 610081.5 467220 142861.5 01 September 2013
t Mexico VTT Low 1642 250 350 574700 17241 557459 426920 130539 01 August 2014
t United States of America Carretera Low 274 3 350 95900 3836 92064 71240 20824 01 December 2014
t United States of America Paseo Low 3450 10 350 1207500 48300 1159200 897000 262200 01 July 2014
t United States of America Paseo Low 274 10 350 95900 3836 92064 71240 20824 01 December 2014
t France Velo Low 2177 120 350 761950 30478 731472 566020 165452 01 October 2014

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