Power BI Basis Training

Victor Vink
Peter van den Bos
Cynthia Gorlee
Paul Damen

16-08-2018
Who are we?

Victor Vink Peter van den Bos Cynthia Gorlee Paul Damen
Introductions : Please mention

Your name / Company / Department

Your experience with Power BI?

How do you or want to use Power BI in your job?

Your general programming / BI / Excel experience?

What do you want to take away from this training?

Organization of this course

Start: 09:00 End: 16:30/17:00

Breaks
• Small Breaks 15 minutes
• Lunch 45 minutes

Phones (quiet please)

Feel free to ask at ANY moment

Training Style:
Listen and Watch then ACTION
Finext

Who Why

• 200 Professionals

• Owned by these professionals

• Founded in 1999

What Where
Vision
Business Intelligence and Analytics

Data driven decision making

4. Foresight

3. Overview

2. Insight

Enterprise information management maturity

1. Silo
Agenda

What is Power BI?

Power BI Licensing & Products

Importing Data

Transforming your Data

Interactive Data Exploration

Reporth Authoring

Creating Dashboards and Uploading your Report

Refreshing Data on the Dashboard

Distributing Content to Larger Audiences

What is Power BI?

A Business Analytic tool that delivers insights throughout your organization.

User friendly and simple, but on the other hand powerful and mature for complex data mash-up and modelling.

Power BI exists of six components:

• Power Query: Data mash up and transformation tool
• Power Pivot: In-memory tabular data modelling tool
• Power View: Data visualtization tool
• Power Map: 3D Geo-spatial data visualization tool
• Power Q&A: Natural language question and answering engine
• Power BI Desktop: A powerful companion development tool for Power BI

Power BI is used on 3 different locations

• Power BI Desktop, only windows
• PowerBI.com Website: Power BI reports and data can be shared through this
• Power BI Mobile Apps: Mobile app supported on Android, Apple and Windows
Power BI Licensing & Products

License
Power BI products
Term Perpetual

Power BI Desktop Free Free

Power BI Pro €8,40 / user / month N/A

Power BI Premium starts at €4200 / month for 8 cores (P1 node) N/A

Power BI Report Server included as part of PBI Premium included as part of SQL Server EE with SA

starts at €0,8502 / hr for 1 core (A1 node)

Power BI Embedded starts at €620 / month for 1 core (EM1 node) N/A

Power BI Gateway Free Free

Power BI Mobile Free Free

Power BI – The first experience (1)
Power BI – The first experience (2)

>1: Open existing report, or start new report by getting data

>2: Watch Power BI Desktop tutorial videos
>3: Read latest news on Power BI
Power BI Desktop – Demo Start

Download PBI content: Create a folder ”DIAD” on the C drive

• Download from USB Drive OR
• Download from link:
• https://www.dropbox.com/sh/bic2fy8jl79rj7t/AABmkXuE0F-6VRjxdCKIHRfla?dl=0

Add the downloaded ”Data” folder to the ”DIAD” folder

• C:\DIAD\Data...etc.
Importing Data
Power BI Desktop – Importing Data (1)

Import data using ”Get Data”

Select Tables / Sheets/ Files/ Locations

Press ”Edit” to go to ”Query Editor” (Power Query)

Change Data types in Query Editor, via Home tab

Remove / Select columns via Home tab

Power BI Desktop – Importing Data (2)

Data Types in Power BI

• Decimal number
• Fixed decimal number
• Whole number
• Percentage

• Date/Time
• Date
• Time
• Date/Time/Timezone
• Duration

• Text

• Boolean (True/False)

• Binary
Transforming Your
Data
Power BI Desktop – Transforming your Data (1)

Rename Queries

Transpose, Promote Headers, Split, Append

Applied Steps
• Navigate, delete, reorder
M (Power Query)

Untill ex. 28, page 24

Power BI Desktop – Transforming your Data (2)

Adding columns
• Conditional
• From examples
• Custom

Query dependencies
• Source
• Dependencies
Power BI Desktop – Transforming your Data (3)

Enable load
• Doesn’t load the table to the data model

Saving the pbi file

• .pbix

Apply
Interactive Data
Exploration
Power BI Desktop – Interactive Data Exploration (1)

Report

Data

Relationships
Power BI Desktop – Interactive Data Exploration (2)

Report
• Visualizations
• Standard
• Market Place
Power BI Desktop – Interactive Data Exploration (3)

Report
• Visualizations
• Standard
• Market Place

• Axis
• Legend
• Value

• Drill down
• Drill down with hierarchy

• Grouping
Power BI Desktop – Interactive Data Exploration (4)

Report
• Visualizations
• Format Pane

• See data
Power BI Desktop – Interactive Data Exploration (5)

Adding columns (in modeling view)

• With use of DAX

Data Analysis eXpression (DAX)

• Calculate
• SamePeriodLastYear
• AND = &&
• OR = ||

Quick Measure

Manage Relationships
• Many to 1 (*:1)
• 1 to many (1:*)
• 1 to 1 (1:1)
Power BI Desktop – Interactive Data Exploration (6)

Conditional Formatting
• Table
• Matrix
Power BI Desktop – Interactive Data Exploration (7)

Slicers / Filters
• Date
• Slicer
• Relative
• Between
• Before
• After
• List
• Dropdown

• Dimension
• List
• Dropdown

• Visual level
• Page Level
• Drill Through
• Report Level
Report Authoring
Power BI Desktop – Report Authoring (1)

Rename fields
Hide fields
• Why?
Hide, duplicate, rename

Custom Themes
• Via options, preview features

Text, images, shapes

Power BI Desktop – Report Authoring (2)

Analytics pane

Sorting

Title, Legend, Borders

Power BI Desktop – Report Authoring (3)

Bookmarks

Placing objects
• Gridlines
Power BI Desktop – Report Authoring (4)

Manage roles (security)

Creating Dashboard and
Uploading your Report
Power BI Service – Creating Dashboard and Uploading your Report (1)

Power BI Service
• https://app.powerbi.com
• Dashboards
• Reports
• Workbooks
• Datasets

Workspaces
• Groups you’ve been added to
• Sharepoint, Teams integration

License Power BI pro is needed

• 60 day free trial
Power BI Service – Creating Dashboard and Uploading your Report (2)

Publish to Power BI Service

• Login using office 365 account
Power BI Service – Creating Dashboard and Uploading your Report (3)

Get Data

Quick insights

Usage Metrics report

Power BI Service – Creating Dashboard and Uploading your Report (4)

Creating a Dashbaord in PBI Service

• Pin tiles
• Pin Pages
Refreshing Data on
the Dashboard
Power BI Service – Refreshing Data on the Dashboard (1)

Using the Data Gateway

• Download from Power BI Service
• Install and Run
• Manage Gateway
• Add Data Source
• Data Source Name
• Data Source Type
• Full Path
• Authorization

Schedule Refresh
Power BI – The Next Steps
Power BI – The Next Steps

What will we cover in the advanced training

• More in-depth information on Power Query(M)
• Data Modeling
• Advanced DAX training
• Visual Analytics training; Best Practices & Theory
 Who are we?

Victor Vink Peter van den Bos Cynthia Gorlee Paul Damen

Victor.Vink@finext.nl Peter.van.den.Bos@finext.nl Cynthia.Gorlee@finext.nl Paul.Damen@finext.nl

+31613743749 +31613 760795 +31640905029 +31611959011

www.linkedin.com/in/victor-vink www.linkedin.com/in/peet1/ www.linkedin.com/in/cynthiagorlee/ www.linkedin.com/in/damenpaul/

Links, Tips, Blogs, Help & Fun Stuff
1. https://docs.microsoft.com/en-us/power-bi/guided-learning/
2. https://www.daxpatterns.com/
3. http://www.daxformatter.com/
4. https://powerbi.microsoft.com/en-us/blog/
5. https://community.powerbi.com/
6. http://www.dutchdatadude.com/