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Power BI Tutorial

Power BI tutorial for beginners

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Harsh Mendapara
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
9 views

Power BI Tutorial

Power BI tutorial for beginners

Uploaded by

Harsh Mendapara
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Power BI Tutorial: Step-by-Step Guide

1. Introduction to Power BI

Power BI is a business analytics tool by Microsoft that allows users to visualize data, create
reports, and share insights across an organization.

2. Installation and Setup

 Download Power BI Desktop:


o Visit the Microsoft Power BI website.
o Download and install Power BI Desktop.
 Sign Up for Power BI Service:
o Go to Power BI Service.
o Sign up with a work email.

3. Understanding Power BI Components

 Power BI Desktop: For creating reports and data modeling.


 Power BI Service: For sharing and collaborating on reports.
 Power BI Mobile: For accessing reports on mobile devices.

4. Connecting to Data Sources

 Open Power BI Desktop.


 Click on Home > Get Data.
 Choose your data source:
o Excel.
o SQL Server.
o Web data.
 Load Data:
o After selecting the source, click Load to import data into Power BI.

5. Data Transformation with Power Query

 Access Power Query Editor: Click Transform Data in the ribbon.


 Common transformations:
o Remove duplicate rows.
o Rename columns.
o Change data types.
o Split or merge columns.
 After transformations, click Close & Apply.

6. Creating Relationships Between Tables


 Go to the Model view.
 Drag and drop fields to create relationships.
 Configure relationship properties:
o Cardinality (e.g., one-to-many).
o Cross-filter direction.

7. Building Visualizations

 Go to the Report view.


 Add a Visualization:
o Drag fields to the canvas.
o Select a visualization type (e.g., bar chart, line chart, pie chart).
 Customize Visualizations:
o Add titles, legends, and data labels.
o Format colors and layouts.

8. Creating Calculated Columns and Measures

 Calculated Columns:
o Go to the Data view.
o Use DAX (Data Analysis Expressions) to create new columns (e.g., Total =
[Price] * [Quantity]).
 Measures:
o Use DAX for aggregate calculations (e.g., Total Sales = SUM([Sales])).

9. Building Dashboards

 Use multiple visuals on one page.


 Add slicers for filtering.
 Combine data from different tables.

10. Publishing to Power BI Service

 Click Publish in Power BI Desktop.


 Sign in to your Power BI account.
 Choose a workspace and upload your report.

11. Sharing Reports and Dashboards

 In Power BI Service, go to your workspace.


 Click Share to invite collaborators.
 Configure permissions (view/edit).

12. Scheduling Data Refresh


 In Power BI Service, go to the dataset.
 Click Schedule Refresh.
 Configure the refresh frequency and authentication.

13. Advanced Features

 Power BI Apps: Bundle and distribute dashboards and reports.


 Row-Level Security:
o Define roles in Power BI Desktop.
o Assign users in Power BI Service.
 Integrations:
o Connect with Azure, SQL Server, and third-party tools.

14. Best Practices

 Use a consistent naming convention for fields and tables.


 Optimize data models by removing unnecessary columns.
 Use visualizations effectively (avoid clutter).
 Regularly update and refresh data.

15. Learning Resources

 Microsoft Power BI Documentation: Comprehensive guides and examples.


 YouTube Channels: Guy in a Cube, SQLBI.
 Courses: Udemy, Coursera, edX.
 Practice: Participate in Power BI community forums and challenges.

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