Power BI for Beginners

 Module 1: Introduction to Power BI

  • What is Power BI?
    • Power BI is a business intelligence tool that helps you visualize and analyze data. It allows you to create interactive reports and dashboards.
  • Power BI Desktop vs. Power BI Service
    • Power BI Desktop is a standalone application where you create and edit reports. Power BI Service is a cloud-based platform where you publish and share your reports.
  • Getting Started
    • Download Power BI Desktop from the Microsoft website.
    • Create a new blank report by clicking on "File" -> "New" -> "Blank report".

Module 2: Connecting to Data Sources

  • Connecting to Excel Workbooks
    • Go to "Get Data" -> "Excel" -> select your Excel file.
    • Choose the tables or sheets you want to import.
    • Create relationships between tables if necessary.
  • Connecting to CSV Files
    • Go to "Get Data" -> "Text/CSV" -> select your CSV file.
    • Choose the delimiter (e.g., comma, semicolon) and other options.
  • Connecting to SQL Server Databases
    • Go to "Get Data" -> "SQL Server" -> enter the server name, database name, and credentials.
    • Use SQL queries to extract the data you need.

Module 3: Data Modeling and Cleaning

  • Understanding Data Modeling
    • Create relationships between tables by dragging and dropping fields from one table to another.
    • Define data types (e.g., text, number, date) for each column.
  • Data Cleaning Techniques
    • Use DAX functions like ISBLANK, IFERROR, and SUBSTITUTE to handle missing values and errors.
    • Remove duplicates using the "Remove Rows" feature.
    • Correct inconsistencies by editing the data directly in Power BI Desktop.
  • Data Transformation
    • Create calculated columns using DAX formulas (e.g., Calculated Column = [Column1] + [Column2]).
    • Use DAX functions like SUM, AVERAGE, and COUNT to aggregate data.

Module 4: Creating Visualizations

  • Basic Visualizations
    • Drag and drop fields onto the canvas to create bar charts, line charts, and pie charts.
    • Customize the appearance of your visualizations using the formatting options.
  • Advanced Visualizations
    • Explore other visualization types like treemaps, waterfall charts, and custom visuals.
    • Use conditional formatting to highlight specific data points.
  • Best Practices for Visualization
    • Choose visualizations that are appropriate for your data type and story.
    • Keep your visualizations simple and easy to understand.
    • Use consistent colors and formatting.

Module 5: DAX Fundamentals

  • Introduction to DAX
    • DAX is a formula language used to create calculated columns and measures.
    • Learn basic DAX syntax and functions.
  • Common DAX Functions
    • SUM, AVERAGE, COUNT: Aggregate functions
    • IF: Conditional function
    • RELATED: Access data from related tables
  • Time Intelligence Functions
    • Use functions like DATEADD, DATESBETWEEN, and YEAROVERYEAR to calculate time-based comparisons.

Module 6: Sharing and Publishing Reports

  • Publishing Reports to Power BI Service
    • Click "Publish" to upload your report to Power BI Service.
    • Share the report with others by sending them a link or inviting them to your workspace.
  • Creating Dashboards
    • Add tiles from your reports to a dashboard.
    • Customize the layout and appearance of your dashboard.
  • Collaborating on Reports
    • Allow others to edit your reports.
    • Review and comment on changes made by others.

Module 7: Power BI Mobile App

  • Using the Power BI Mobile App
    • Download the Power BI Mobile App from the App Store or Google Play Store.
    • Sign in to your Power BI account.
    • Access and interact with your reports on your mobile device.
Examples


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