PBI
PBI
PBI
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Contents
• Introduction to Microsoft Power BI
• Architecture – How it works?
• Understanding features of the Power BI Desktop Application -1
• Understanding features of the Power BI Desktop Application -2
• Importing data set into Power BI
• Editing and cleaning data in Power BI – Changing values / data types
• Writing queries
• Creating different types of charts
• Bringing it all together
• Deploying cloud workspace on Power BI online
• Asking questions about the data from reporting engine.
• conclusion
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 2
Power BI Architecture
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 3
The Data Perspectives
PAST: What Happened?
• Reactive reporting
• Common among most companies
PRESENT: What is Happening?
• KPI’s and CPM Concepts
• Streaming analytics
FUTURE: What will Happen?
• Predict based on trends and external data
• Understand impact and what-if analysis
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 4
Power BI Online - Introduction
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 5
Power BI Desktop - Introduction
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 6
Power BI Desktop – Hands On
• Before we start with the hands on exercise; download the data set that we will be using for creating
visualizations in Power BI from the given link:
• http://icts.ictp.it/Members/oayub/Lab%205%20-%20Canada.xlsx/view
• Alternatively; you may use the other data set that can be accessed through the following link:
• http://icts.ictp.it/Members/oayub/Financial%20Sample.xlsx/view
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 7
Understanding Power BI Features - 1
Step-1:
We need to load
some data from
any file or online
data source.
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Understanding Power BI Features - 2
Step-2:
In this case; we
choose excel file
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Understanding Power BI Features - 3
Step-3:
In this case; we
choose excel file
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE -
10
Understanding Power BI Features - 4
Step-4:
Once file is
selected; it will
provide you the data
preview in the dialog
window and also it
will allow you to edit
the data or load it as
the way it is.
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 11
Understanding Power BI Features - 5
Step-5:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 12
Understanding Power BI Features - 6
Step-6:
Once file is
selected; it will
provide you the data
preview in the dialog
window and also it
will allow you to edit
the data or load it as
the way it is.
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 13
Understanding Power BI Features - 7
Step-7:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 14
Understanding Power BI Features - 8
Step-8:
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Understanding Power BI Features - 9
Step-9:
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Understanding Power BI Features - 10
Step- 10:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 17
Understanding Power BI Features - 11
Step- 11:
Similarly, following
the same
procedure; drag
more fields from the
“Fields” area onto
the existing field
area. If you drop
them somewhere
else on the canvas,
they would plot
individually as a unit
parameter and will
not contribute to the
group plotting.
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 18
Understanding Power BI Features - 12
Step- 12:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 19
Understanding Power BI Features - 13
Step- 13:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 20
Understanding Power BI Features - 14
Step- 14:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 21
Understanding Power BI Features - 15
Step- 15:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 22
Understanding Power BI Features - 16
Step- 16:
Alternative method
to plot something is
by selecting on the
type of visual you
want to plot; It will
plot a vague or dim
visual representing
the prototype of
actual visual. Now
you may choose
the field from the
“Fields” section and
drop on the visual to
generate an actual
visual based on the
data.
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 23
Understanding Power BI Features - 17
Step- 17:
Experiment yourself
by creating new
visualizations,
adding new
categories of data
and varying
between different
types for same data
set. If you fall short
of space on the first
page, you an
always create
additional pages by
clicking on the +
button and rename
them by your choice
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 24
Understanding Power BI Features - 18
Step- 18:
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Understanding Power BI Features - 19
Step- 19:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 26
Understanding Power BI Features - 20
Username Password
ictp01@omerayoub.onmicrosoft.com Codata2017
ictp02@omerayoub.onmicrosoft.com Codata2017
ictp03@omerayoub.onmicrosoft.com Codata2017
ictp04@omerayoub.onmicrosoft.com Codata2017
…. ….
ictp50@omerayoub.onmicrosoft.com Codata2017
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 27
Understanding Power BI Features - 21
Step- 21:
Using the
information provided
in the above slide;
login through this
window to access
live cloud based
version of your
visualization
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 28
Understanding Power BI Features - 22
Step- 22:
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Understanding Power BI Features - 23
Step- 23:
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Understanding Power BI Features - 24
Step- 24:
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 31
Understanding Power BI Features - 25
Step- 24:
Click on “My
Workspace”. It will
load a list of all the
Dashboards,
Reports,
Workbooks and
Datasets that have
been created so far
by the logged in
user. Since we
exported or
published our
Report; select
“Reports” and you
will find your project
there. I saved it as
“class.pbix”
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 32
Understanding Power BI Features - 26
Step- 24:
Select the
Report and click
on File. Now
you can export
your report as
an “interactive
report” to be
used in
powerpoint or
for embedding
as html iframe in
your website for
live interaction.
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 33
Understanding Power BI Features - 27
To preview a web based report version that can be embedded as iframe object; Click here
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 34