Visualize data with Microsoft Power BI
working
Microsoft Power BI serves as a transformative tool in small to big business environments. It helps to consolidate data from various sources like SQL, Spreadsheets, PDF, CRM apps, Payroll apps, Point-of-sale systems, Google Analytics, Social media engagement etc. It enables a business to view all its key metrics in one place. The tool’s ability to create dynamic and interactive visual reports helps teams quickly grasp complex data, identify trends, and spot potential issues. Power BI integrates well with existing Microsoft tools and legacy systems, allowing businesses to modernize their operations without a complete overhaul gradually. By the end of the course, small learners will be able to use Power BI to analyze business data, create visual reports, and make data-driven decisions.
The first goal of the module is to explain both the strategic and operational benefits of Power BI. Get familiarisation with the application window so that the learner can go around the application easily. Recognize the value of using data to make decisions, which can lead to more effective strategies. Explain how to transform raw data into actionable insights. Furthermore, share insights and reports with a team, improving communication and collaboration across the organization. Connect to live data sources, such as ERP systems, or social media feeds, to create real-time dashboards and alerts.
To contribute and publish select a pending milestone.
Completed
Importance of data and an introduction to Power BI
Theory
- What is data.
- Types of data.
- Need to visualize data.
- Overview of Power BI.
- Power BI components: Power BI Desktop, Power BI Service, and Power BI Mobile.
- Installation and setup of Power BI Desktop.
- Navigating the Power BI interface.
Activity
- Download and install Power BI Desktop.
- Explore the interface and understand basic functionalities.
Connecting to different types of data sources in Power BI
Theory
- Why so many data sources
- Data warehousing
- Introduction to SQL
- Data connectors
- Continuous data
- Types of data sources
- Data connectors
- Troubleshooting common problems
Activity
- Connect to at least 2 types of data sources.
- Create a line chart.
Data transformation with Power Query
Theory
- Introduction to Power Query and its role in data transformation.
- Cleaning and transforming data (removing duplicates & null, formatting, filtering).
- Editing data and creating new columns.
- Pivoting & unpivoting data.
- Creating relationships between tables.
- Overview of data models.
- Troubleshooting common problems
Activity
Clean and transform a new dataset, preparing it for analysis.
Visualising data in Power BI
Theory
- Different types of charts and their significance.
- Choosing the right visualization for different data.
- Filtering and segmenting data.
- Formatting and customizing visualizations.
- Troubleshooting common problems
Activity
Create a set of basic visualizations using sample data
Publishing and collaborating in Power BI reports
Theory
- Introduction to Power BI Service.
- Publishing reports to the cloud.
- Sharing reports and dashboards with others.
- Best practices for maintaining data quality and security.
- Troubleshooting common problems
Activity
Publish and share a report with a colleague.
Automating functions in Power BI
Theory
- Streamlining data management
- Continuous data
- Automating data refreshes.
- Automating data refresh for a report.
- Email and Alert Notifications
- Automated Report Generation and Distribution
- Overview of Power BI mobile app.
- Troubleshooting common problems
Filtering data for visualizations in Power BI
Theory
- Introduction to Power Query and its role in data transformation.
- Cleaning and transforming data (removing duplicates & null, formatting, filtering).
- Editing data and creating new columns.
- Pivoting & unpivoting table.
Activity
Implement basic filters from the interface
Building relationships between the datasets in Power BI
Theory
- Relationship building
- Types of relationships
- Data granularity
- Hierarchies
- Optimisations
Activity
Build relationships
Power BI is a versatile tool that can be used for various types of analysis, making it valuable for businesses across different industries. Explain the use of historical data visualizations like line charts, bar charts, and pie charts to display important metrics. Drill-down capabilities, filters, and relationships between datasets to explore data deeper and uncover the underlying reasons for specific outcomes. Integrate with advanced analytics tools Python for statistical modeling for predictive analytics visualizations.
To contribute and publish select a pending milestone.
Completed
Introduction to DAX and Basic Functions
Theory:
What is DAX?
Where DAX can be used?
Purpose of DAX in Power BI.
Introduction to concept of calculated columns, measures, and calculated tables
Difference between calculated columns and measures
DAX Fundamentals like syntax, naming, operators, data types, relationships
Activity:
Explore DAX basics
Creation of calculated table
Understanding and Using Contexts in DAX
Theory:
Row context vs. filter context in DAX.
How contexts affect DAX calculations.
Overview of the CALCULATE function.
Activity:
Create measures using CALCULATE with different contexts.
Explore how changing filter context affects results.
Aggregation functions with DAX
Theory
Sum - SUM, SUMX
Average – AVERAGE, AVERAGEA, AVERAGEX
Max – MAX, MAXA, MAXX
Min – MIN, MINA, MINX
DIVIDE
PRODUCT
COUNT
Activity:
Implement aggregate functions
Time Intelligence with DAX
Theory:
CALENDER
DATE
QUARTER/MONTH/YEAR/DAY
NOW/TODAY
DATEDDIFF
TOTALYTD/TOTALQTD/TOTALMTD
Activity
Implement time intelligence functions
Logical functions with DAX
Theory:
AND
IF
NOT
OR
SWITCH
Activity:
Implement logical functions
Relationship functions with DAX
Theory:
CROSSFILTER
RELATED
USERRELATIONSHIP
Activity:
Implement relationship functions
Pending
Filter functions with DAX
Theory:
FILTER
CALCULATE
ALL
Activity:
Implement filter functions