PowerBI Workshop for Beginner

Welcome to my course on Microsoft PowerBI!

Connect to data: multiple data sources (SQL, Excel, Salesforce, Python, Oracle, CVS, ArcMap (GIS)

• Online services: Salesforces

• Database: SQL, Server, Access

• Other data sources: Spark, websites, Microsoft exchange, other

Shape the data: queries that build insightful and compelling data models

• Removing column, Delete column, operating a calculator function

• Create Report-which others can leverage, build upon, and share

  Create Report: which others can leverage, build upon, and shape

Instructions on downloading PowerBI:

Powerbi.Microsoft.com

Click on Start free

Click on Learn about Power BI Desktop

Click on See Download Or Language Options

Select Language: English then click on Download

Choose the download operating system

PBIDesktopSetup_x64.exe (64bit) OR PBIDesktopSetup.exe (32bit)

•   See note for instructions on determining the (64bit vs 32bit) operating system

Click on Next

Run

Note: PBIDesktopSetup.exe(32bit) or PBIDesktopSetup_x64.exe(64bit)

• The following steps to check and see if the operating system is a 32bit or 64bit laptop.

• Click on the magnifying glass on the Start tab at the bottom of the laptop screen to search

• Type in the box: System Information

• On the System Summary Tab

• In this example, the operating system is a 64bit

  
  

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https://www.microsoft.com/en-us/download/details.aspx?id=58494

Connecting the data: 

Select the Home Ribbon ------) Get Data -------) Select Type

The report view has five main areas:

The Ribbon: display common tasks associated with reports and visualizations

Report View or Canvas: where visualizations are created and arranged

Data View: where you can add a measure, create new columns, and manage relationships within the data set.

Relationship View: graphical representation of the relationship that has been established in the data model

The pages tab: area along the bottom which lets you select or add a report

Visualizations Pane: where you can change visualization, customize color,  or axes, apply filters, and or drag fields.

Field Pane: where query element and filters can be dragged onto the report view or dragged to the filters area of the Visualizations pane

Relationship: 

Many to One: column in one table can have more than one instance of a value

One-to-One: A column in one table has only one instance of a particular

Many-to-Many: between tables, which removes the requirement for unique vale in a tables

In the Query Editor:

Query Settings Pane: All the steps associated with a query are displayed. Each step is shown in the order it is carried out in.

Query Editor: Rename columns or tables, change the text to numbers, remove rows, and deleting a column

Example: Adding in the Source-Excel/SQL, add a column, remove a column, and then change the name of the column.

Here how Query Editor appears once a data connection is established:

The ribbon: display common tasks associated with the report

The left pane: queries are listed and available for selection, viewing, and shaping

The center pane: data from the selected query is displayed and available for shaping

Query Settings: where all steps associated with a query are displayed- window appears, listing the query’s properties and applied steps

The ribbon in Query Editor consists of four tabs: Home, Transform, Add Column, and View

Transform Tab: 

The transform tab provides access to common data transformation tasks, such as adding or removing columns, changing data types, splitting columns, and other data-driven tasks.

Add Column: 

Provide additional tasks associated with adding a column, formatting column data, and adding custom columns.

View Tab: 

The ribbon is used to toggle whether certain panes or windows are displayed. It’s also used to display the Advanced Editor.

Card: Sometimes a single number is the most important thing you want to track in your PBI dashboard or report.

Card: KPI, total sales, market share year over year, or total opportunities.

Background PowerBI Outline

1. The amount of sunlight per hour per country or territory

2. To connect the data---select Home---Get Data

   1. Excel-Sunlight Data pdf

   2. Show a summary of the data based on the first 200 rows

   3. Load

3. After Importing the data----it will show an error regarding the data

   1. “1 of the loaded queries contained errors” 2,605 rows loaded. 215 errors.

   2. Close-we will address this error late on in the workshop

4. We are now ready to shape our data within the REPORT VIEW and QUERY EDITOR