Power BI in a day
Part 1 - Power BI Desktop
In this course, we will explain Power BI Desktop features (installed on your local computer) that can be used to create a Dashboard of different reports describing related tables. We will take students through a step-by-step process displaying all capabilities including Getting Data, Query Editor, Data View, Relationships, Visual Reports, Formatting, Filtering, Publishing on the Web, and Creating a Dashboard. The final step will require posting the Dashboard on the internet to be shared with others.
Module 1: Power BI Process Overview
Here, we will describe the Power BI program, how to download it, and how it relates to the online Power BI tools. We will also discuss terminology and the overall process to create a Dashboard. You will need to install Power BI Desktop in order to attend the class. Go to http://PowerBI.com/pricing to get your free download.
Module 2: Get Data
This will extract the data source from a database such as Excel, Access, etc.
Module 3: Query Editor
This will allow us to review the data extracted and filter or remove specific records prior to saving them to the Power BI file.
Module 4: Data View
This will allow us to review the structure of the data extracted and add additional fields as needed. These new fields can be used for establishing relationships or creating new fields.
Module 5: Relationships
This will allow the different tables to display how data is tied together. Please note that storing all data into a single table isn’t as efficient as storing data in separate tables containing specific information.
Module 6: Visual Report
This will generate different reports describing the data from different tables. These reports will include Charts, Matrix, Tables, Summary Information, Maps, etc.
Module 7: Filter Report
Once a report is created, it can be filtered to display desired information.
Module 8: Format Report
Once a report is created, it can be formatted to display a desired layout.
Module 9: Publish Report
Once reports are complete, they can be published to a web browser version of Power BI and shared with others on the internet.
Module 10: Create A Dashboard
Once reports are published, they can be organized into a Dashboard layout for others to preview. Specific Dashboards can be created describing different sets of data in each of the tables.
Part 2 - Power BI Web Service
This workbook/guide covers Power BI Web Service, a web-based tool that provides cloud services over the internet to post and view Dashboards. Visual Reports are created using the Power BI Desktop tool which is installed on your local computer. Once you develop Visual Reports in Power BI Desktop, the Power BI Web Service can also be used to build the Dashboard which is a group of Visual Reports. These tools work together to describe your data sources in a Visual Report which can be updated when desired. The following topics will also be covered:
Module 1: Overview
First, an overview of the interface and the menu system will be provided. This will enable users to switch between the different modules (described below) in order to develop a Dashboard.
Module 2: Dataset
This is used to store the uploaded database published to the Power BI Web Service which can be interactive as the database is updated. However, it could also be cached/stored in Power BI Web Service (no connection to another source). A Dataset can be linked to multiple reports that are used to create a Dashboard. In this web based tool, it is possible to click on a specific Dataset to create additional reports, but it is recommended that reports be created in the Power BI Desktop.
Module 3: Edit Report
When a report is created from a Dataset, you can use the capabilities to build multiple small Visual Reports such as Clustered Column Charts, Pie Charts, Cards to display total values, Tables of summarized data, Matrix reports, Maps, etc. Because you will want people reviewing the Visual Reports to understand the data stored in the data source, the progress, growth, or the current state of the information can be displayed.
Module 4: Workbooks
This will allow you to upload an Excel Workbook into Power BI Web Service as the input data source for a Dashboard. Then, create a Visual Report in Power BI Web Service prior to applying all reports to a Dashboard. This is an alternative to publishing reports from the Power BI Desktop tool.
Module 5: Report Workspace
This will display the Visual Reports created in Power BI Desktop as well as those created in the Power BI Web Service tool all while using the Edit Report tool (above topic). The reports in the Reports Workspace will be linked to a single Dataset, but they can be linked to multiple Dashboards. Filters are also available to adjust the information in the reports.
Module 6: Dashboard
This is the layout of different types of Visual Reports arranged together to provide a message for readers to understand. When you click on a report in the Dashboard, it is linked to the Reports Workspace which is also linked to the Datasets. When you click on a Visual Report located in the Dashboard, the report will open.
Module 7: Settings
There are adjustments that can be made to the interface to provide additional functionality. Settings to be covered include General, Dashboard, Dataset, Workbook, Alerts, and Subscriptions settings.
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