UNIVERSITY OF ENGINEERING AND TECHNOLOGY, TAXILA

FACULTY OF TELECOMMUNICATION AND INFORMATION ENGINEERING

LAB MANUAL 5

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 UNIVERSITY OF ENGINEERING AND TECHNOLOGY, TAXILA
FACULTY OF TELECOMMUNICATION AND INFORMATION ENGINEERING

Data Visualization with Power BI

Learn how to analyse and display data using Power BI and
make better, more data-driven decisions.
CONTENTS
 1. Overview of Power BI
 2. Advantages of using Power BI
 3. Power BI Desktop
 4. Getting Started
 5. Transforming Data
 6. Reports
 7. Dashboard
 8. Power BI’s integration with R & Python
 9. Saving and Publishing
 10. Conclusion

Our goal as data analysts is to arrange the insights of our data in

such a way that everybody who sees them is able to understand
their implications and act on them accordingly.
Power BI is a cloud-based business analytics service from
Microsoft that enables anyone to visualize and analyse data, with
better speed and efficiency. It is a powerful as well as a flexible BI
tool for connecting with and analysing a wide variety of data.
Many businesses even consider it indispensable for data-science-
related work. Power BI’s ease of use comes from the fact that
it has a drag-and-drop interface. This feature helps to perform
tasks like sorting, comparing, and analysing, very easily and fast.
Power BI is also compatible with multiple sources, including Excel,
SQL Server, and cloud-based data repositories, which makes it an
excellent choice for Data Scientists.

1. Overview of Power BI
Overview

Power BI gives the ability to analyse and explore data on-

premise as well as in the cloud. Power BI provides the ability to
collaborate and share customized dashboards and interactive
reports across colleagues and organizations, easily and securely.
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Power BI’s components

Power BI consists of various components which are available in

the market separately and can be used exclusively.

Choosing which component to work with depends mainly on the

project or a team. We, however, will be working with Power BI
desktop since this is a component primarily used for Business
reports generation and desktop creation. Also, all the other works
typically begin with Power BI desktop, where the report creation
takes place.

Introduction to Power BI

For a great hands-on introduction on how to navigate the Power

BI platform, take DataCamp's course, Introduction to Power BI.

2. Advantages of using Power BI

Power BI provides certain benefits which make it superior to the
existing analytical tools:
 Provides a cloud-based as well as a desktop interface.
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 Provides capabilities like data warehousing, data discovery

and interactive dashboards.
 Ability to load custom visualizations, and
 Easily scalable across the entire organization.

3. Power BI Desktop
Power BI is a free application that can be downloaded and
installed on the system. It can be connected to multiple data
sources. Usually, an analysis work begins in Power BI
Desktop where report creation takes place. The report is then
published to Power BI service from where it can be shared to
the Power BI Mobile apps so that people can view the reports
even on mobiles.

Power BI Desktop. Source: Microsoft

Installation

Power BI only runs on Windows Machines. Mac users could spin up

a Windows VM in Azure and load Power BI onto that or
use Turbo.net, which can stream Power BI to the Mac directly
from the cloud.
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Power BI can be used in two ways:

 As an app from the Microsoft store and just sign in to get
started. This is the online version of the tool.
 Download the software locally and then install it. Make sure
you read all the installation instructions.
Depending upon the choice of product, download the software on
to the computer. After accepting the license agreement, verify
the installation by clicking the Power BI Icon/App. If the following
screen appears, you are good to go.

4. Getting Started
Let us now get an idea about working with Power BI Desktop. In
this section, we shall explore it a bit to get accustomed to its
interface.

Power BI Workspace

The image below highlights the major components of the

workspace of Power BI.
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Basic views

 Report View: This is the main view where the Dashboard is

created.
 Data View: The data view gives a preview of the entire
data.
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FACULTY OF TELECOMMUNICATION AND INFORMATION ENGINEERING

 Relationship View: The relationship view displays the

relationship between various objects.

Connecting to a data source

Power BI can be connected to several data sources. The Get

Data icon displays all the possible available options from where
data can be imported into Power BI.
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Let’s look at a few of the most commonly used data sources:

Excel data
Let’s connect to an Excel data source. The workbooks consist of
some fake financial data. Download the file from here. Power BI
Desktop loads the workbook and reads its contents, and shows
you the data in the file using the Navigator window.

Once loaded, the data can be viewed in the Fields pane.

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Web

You can also use the data from the web. Here is a dataset which
presents the best and the worst states for retirement in the U.S.
Simply select Web as an option in Get Data and enter the name of
the url.
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Try experimenting with other data sources too.

5. Transforming Data
After the data has been loaded, it becomes visible under
the Fields Tab. From here, we can modify our datasets with the
help of Query Editor. Query editor can be used for modifying
datasets irrespective of their data source. We can do
manipulations like renaming a dataset, removing a single or
multiple columns, etc. in the query editor. The Query Editor can
be accessed by clicking the Edit Queries button on the Home Ribbon.

Creating a custom column

Using the same Financial data, that we used above, let’s shape
data to meet our needs. Let’s create a custom column called New
Manufacturing Price, which is equal to:

([manufacturing Price])*3

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Changing column data types

The data types of the columns can also be changed easily.

The Units Sold column has a floating point data type which can be
adjusted to a whole number.
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Removing columns

Removing columns is also easy. Simply select the column to be

selected and choose the Remove Columns option, as shown in the
following figure. Let’s get rid of the Discount column as it is adding
no value to our dataset.
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Similarly, there are other multitudes of functions that can be

carried out like removing and adding rows, transpose, pivot and
split which can be easily achieved through the query editor. Note
that all the steps that you undertake to transform your data also
appears in the Query Settings panel.

6. Reports
Reports are a collection of visualizations that can be created on
one or more pages. These visualizations are usually related to one
another.
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7. Dashboard
A dashboard is a collection of several views, enabling one to
compare a variety of data simultaneously. Whereas the report can
encompass various pages, a Dashboard is a single page interface.

Creating a dashboard

Once we have the dataset ready with all the manipulations done,
we can proceed for the Dashboard creation process. A Power BI
dashboard, also known as canvas, consists of many visualizations
on a single page which helps to tell a story. These visualizations
called tiles are pinned to the dashboard from the reports.
Let’s now try to understand what insights we can get using
superstore data set:-
 Sales by Country

 Sales and Profit by Segment

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 Sales & Profit by Month

 Sales by Product
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 Profit by Discount Band

The Dashboard created is interactive which means a change in

one tile affects the other.
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8. Power BI’s integration with R & Python

Apart from the various visualization advantages that Power BI
offers, it also has an amazing out of the box connection
capabilities. Power BI can easily integrate with languages like
Python, R, and even with DBMS like SQL. This offers increased
advantages in terms of functionalities and comes in handy for
Data Scientists who are used to working in Python or R. They can
directly import the R and Python scripts in the workspace and
take advantage of its visualizations which are far more superior
than that of these languages.
In this section we shall learn how to work with Python and R
scripts in R. For learning about SQL’s integration with Power
BI, check out our SQL with Power BI tutorial.

Power BI & R

R is a popular statistical language used to perform sophisticated

analysis and predictive analytics, such as linear and nonlinear
modeling, statistical tests, time-series analysis, classification,
clustering, etc. Using Power BI in conjunction with R gives the
users access to a rich, ever-expanding collection of statistical
analysis and data mining libraries to help them gain deeper
insights from their data.
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Pre-requisites

Make sure you have the following installed and running on your
local systems:
 R
 A separate R integrated development environment (IDE) like
R Studio.
It is also important to note that:
 Only data frames are imported
 Any R script that runs for more than 30 min gets
automatically timed out.
Verify that R and R studio are installed on your system. Launch
the Power BI and go to Options and Settings -> Options

Under Options, go to the R Scripting tab and make sure you

can see the correct R version.
 UNIVERSITY OF ENGINEERING AND TECHNOLOGY, TAXILA
FACULTY OF TELECOMMUNICATION AND INFORMATION ENGINEERING

Using R Scripts within Power BI

Working with R Scripts in Power BI is an excellent resource

on this topic. Below is an overview from the same source.
1. R scripts for importing data

There may be times when you don’t want to import an entire

dataset but a portion of it. You can write an R script to only select
specific columns or rows from the entire dataset to be loaded into
Power BI.
For this demonstration, we will be working with the well known Iris
dataset that is included with the CRAN distribution.
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Datasets can also be imported from files. Here is an example

which shows how to load a CSV file into the workspace with the
following script. Download the file from here.

iris_csv <- read.csv(file="C:/Users/Parul/Desktop/Iris", header=TRUE, sep=",")

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Merely importing data with an R script doesn’t serve much of a

purpose. The actual use is when we can manipulate data while
importing. The following script uses
the summarize and group_by functions available in the dplyr R
package to group and aggregate the data before importing it:
Launch R Studio and install the following packages:

install.packages("dplyr")

install.packages("data.table")

install.packages("ggplot2")

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Now, use the following R script to import the Iris data. We will get
a new dataset called iris_mean which contains the mean for each
of the four measures, grouped according to the values in
the Species column (Source: Power BI Introduction).

library(dplyr)
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iris_mean <- summarize(group_by(iris, Species),

slength = mean(Sepal.Length), swidth = mean(Sepal.Width),

plength = mean(Petal.Length), pwidth = mean(Petal.Width))

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2. R scripts for transforming data

R scripts come in handy when we want to manipulate data that is

already imported into the workspace. Let’s say we want to apply
the summarize and groupby functions after the entire data has been
imported. This can be achieved by running R Script in the Query
Editor as follows:
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3. R scripts for creating visualizations

With the help of R scripts, you can create visualizations in Power

BI. Simply type in the script and load in the necessary libraries,
and you get visualizations similar to the ones in any R IDE. Let’s
go through the steps:
 Import the Iris dataset into the workspace.
 Click on the ‘R script Visual’ in the visualization Tab, and a
placeholder R visual image appears on the canvas and a
script editor at the bottom.
 Select the fields that you want to include in the script. Let’s
select PetalLengthCm ,PetalWidthCm and Species. The selected
fields appear under the Values Tab, and pre-populated R
script appears in the R editor.
 The script creates a dataframe named dataset with the
selected columns. You can now write your script here or
make changes in the existing one. Let’s paste the following
code which imports the ggplot library and creates a scatter
plot.
library(ggplot2)

ggplot(data=dataset, aes(x=PetalWidthCm, y=PetalLengthCm)) +

geom_point(aes(color=Species), size=2) +
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ggtitle("Petal Widths and Lengths") +

labs(x="Petal Width", y="Petal Length") +

theme_bw() +

theme(title=element_text(size=15, color="blue3"))

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Power BI & Python

Python is a widely used general-purpose programming language,

and a large number of Python libraries are available to perform
statistical analysis, predictive modeling using machine learning
algorithms.
Microsoft recently made it possible to integrate Python scripts
within Power BI which enables running Python scripts and
obtaining Python visuals within Power BI. Let’s look at the steps
 UNIVERSITY OF ENGINEERING AND TECHNOLOGY, TAXILA
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needed to do the same. But before that there are few pre-
requisites:
 Make sure that Python is up and running on your local
systems.
 All required packages and libraries should also be loaded
such as pandas, matplotlib, etc.
 Currently, only pandas dataframe are supported.
 Any Python script that runs for more than 30 min gets
automatically timed out.
 Python needs to be enabled before we can use it. Launch the
Power BI and go to Options and Settings -> Options

Under Options, go to the Preview Features Tab and enable ‘Python

Support’.
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Restart Power BI and you get the Python icon both in visualization
as well as in the Transform tab.
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There are multiple ways of running Python Scripts in Power BI.

1. Running Python scripts exclusively

Steps:
 To run your Python Script, select Get Data > More>Other > Python
script as shown below.

Now, simply paste your Python script here in the window that
opens. Select OK to run the script which and then imports the
resulting datasets into the Power BI Desktop workspace.
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2. Creating visualizations using Python

 Import the dataset into the workspace. Going with the

same Financial dataset, which pertains to Financials of a
hypothetical company.
 Click on the ‘Python Visuals’ in the visualization Tab and a
placeholder Python visual image appears on the canvas and
a Python script editor at the bottom.
 Select the fields that you want to include in the script. Let’s
select Sales and Profit. The selected fields appear under
the Values Tab, and the scripts also appears in the Python
script editor.
 The script creates a pandas dataframe named dataset with
the selected columns. You can now write your script here or
make changes in the existing one. Let’s paste the following
code which imports matplotlib and creates a plot.
 import matplotlib.pyplot as plt

 dataset.plot()

 plt.title("Sales Vs Profit")

 plt.show()
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 Run the script and the visualization appears on the canvas.

The visualization appears as it would in any Python IDLE.

 Next, let’s create a correlation plot. Select Discounts, gross

Sales, and Units sold in addition to the previous fields and
replace the script with this new script:
 import matplotlib.pyplot as plt

 plt.matshow(dataset.corr('pearson'))

 plt.show()

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 We can also import other libraries. Let’s import Seaborn

library but make sure it is installed on your system. The
dataset is called the ‘Tips’ dataset which usually comes pre-
loaded with seaborn. Download the dataset from here and
load it into the workspace. Then paste the following code
into the script editor, and you will get the seaborn plots.

 import matplotlib.pyplot as plt

 import seaborn as sns

 sns.set(style="darkgrid")

 sns.relplot(x="total_bill", y="tip", data=dataset)

 sns.relplot(x="total_bill", y="tip", hue="smoker", data=dataset);

 sns.relplot(x="total_bill", y="tip", hue="smoker",col="time", data=dataset);


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 plt.show()

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The Dashboard with all the Python visualizations will finally

appear like this.
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Python Dashboard

9. Saving and Publishing

Saving and exporting files

You can save your files as Power BI templates. The visualizations

can also be exported as PDF files.

Publishing

Data is only useful when it can be shared among people or

organization. The generated dashboard or reports can also be
shared by publishing it to the Power BI Service. We can then use
the Power BI Apps to view or interact with the
Dashboards/Reports.
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