POWER BI GUIDE

Benefits
Power BI Desktop lets you create a collection of queries, data connections, and
reports that can easily be shared with others. Power BI Desktop integrates proven
Microsoft technologies – the powerful Query engine, data modeling, and
visualizations – and works seamlessly with the online Power BI service.

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 Course
Content

1. Introduction
2. Working With Excel
3. Series of How
4. Power BI Desktop Visualization
5. Interaction Section, Filters,……tec.
6. Working With Primavera P6

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 Introduction

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 Installing Power BI Desktop
• Download and install the latest version of Power BI Desktop
https://powerbi.microsoft.com/en-us/desktop/?wt.mc_id=DXLEX_EDX_DAT207X

• click the Downloads > Power BI Desktop

• Click launch and enjoy

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 Lists

Sections

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Chang the program
interface to correspond
with office 2016 or office
365
(New interface)
From File >>> Options and settings >>> Options

From Preview features >>> Mark on Updated

ribbon then click OK

Feature requires a restart window will appear

>>> Click OK and open program again

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Working With Excel

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How to import Excel file

From Get Data >>> Choose Excel >>> choose

mention excel file from browser

From Navigator window >>> Mark wanted sheets

then click Load

Click Data >>> Choose different fields to confirm

that all content in each sheets was imported

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Working With Excel
Power BI Program can read each of
(Sheets, Tables and Area) from Excel folders

Area

Sheet

Table
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 Series of How?

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How to Change Date
Format
From Fields >>> Choose mentioned column like
(Start Date) >>> Then from columns tools in
formatting Section choose wanted format

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How to Use First Row as
a Headers
From Home >>> Choose transform data then
Choose transform data

Choose required Queries >>> from transform tab

click on Use First Row as a Headers >>> Then
click on choose close & apply

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How to Manage
relationships
From Model >>> Right click on any Fields and
Choose Manage relationships

Click new and create relationship by selecting

tables and columns that are related then click Ok

Note. It preferred to match columns name in

excel sheet firstly >>> Allows the program to
make Autodetect

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Cont.
Before After

To allow slicer effect on other slicers

In Edit Relationship >>> Click on cross filter

direction >>> Choose Both not Single

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How to Use Buttons
From Insert list >>> Choose Buttons then click on
Intended button such as (Left arrow) >>> Then
Go to Visualization and active action

By press left click on mouse & ctrl, you can use

Intended button
Note. Ctrl using only in editing phase but after
publish file will use only left click

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How to add a text to
your report
From Insert list >>> Choose Text
Note. This Element not include in Visualization

By this element you can write any editable

description text for your report even by using
Arabic language without need to install any help
programs

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How to Use Page options
section in view list
Gridlines :
Help you manually align objectives in your report

Snap to grid :
Automatically align objectives in your report

Lock objects :
Lock an object in place so it does not get moved as
your report

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Bookmarks and it’s
different uses
From View list >>> in show panes section choose
Bookmark then click on add and add bookmark for
Intended page

You can select make type for different buttons as

a Bookmark from action in Visualization and
choose Intended Bookmark

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How to Use Selection

From View list >>> in show panes section choose

Selection

This function used to hide or show different

Visualization in the page and also used to prioritize
visibility ( Bring to front or send to back)

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How to sort columns in
slicer
From Home >>> Choose transform data then choose
transform data Then from add columns list choose
index columns in General Section and select suitable
function

After select Close & Apply >>> Select Intended filed

then from Columns tools list click on sort by column
and choose by index

Before After

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Benefit of Unpivot
Columns
you can transform selected columns into attribute-value
pairs where columns become rows. You use Power
Query's Query Editor to unpivot columns.

Note. This option can be used when import break down

of resource such as Concrete (Concrete of Vertical
Elements & Concrete of Horizontal Elements)

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 Power BI Desktop
Visualization

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How to Make Slicer
From Report window >>> Go to Visualization and
click on slicer tab then from Fields >>> choose
clause which you need to slice by it

You can mange your Slicer by choosing format

from Visualization and make it
1.( Horizontal, ---etc.) from General
2. (change font size, ------ etc.) from Items

From Filter you can choose clauses slicer tab

which you need to show

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How to Make Table
From Report window >>> Go to Visualization and
click on Table tab then from Fields >>> choose
clause which you need to slice by it
You can mange your Table by choosing format
from Visualization and make it
1.Format as a table from Style
2. (change font size, ------ etc.) from Values
From Filter you can choose clauses table tab
which you need to show

How to Change Date

Hierarchy that is used
You can mange your Date style be choosing fields
from Visualization and make it (*) Date rather
than Date Hierarchy

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How to Make Card
From Report window >>> Go to Visualization and
click on Card tab then from Fields >>> choose
clause which you need to slice by it
You can mange your Table by choosing format
from Visualization and make it
1. (change font size, ------ etc.) from Data Label

How to Pie Chart

From Report window >>> Go to Visualization and
click on Pie Chart tab then from Fields >>>
choose clause which you need to Legend and
Values by it
You can mange your Table by choosing format
from Visualization and make it
1. (change font size for labels, ------ etc.) from
Detail Label
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2. Colors of legend from Data Colors
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 Interaction
Section, Filters
,……tec.

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Interaction Section
To manage interaction between slicer and different
Visualization
From Format >>> Choose Edit interaction then
choose Filter or None

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Filters
Filters may be (Filters on visual, Filters on this page, or Filters on all pages)
* What is the different ??

By select None in Edit interaction for one visual to other The difference is
clear, although there is a relationship between them

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Group Data
Group data allow to you appear you information for
selected items and make remaining as a other
Note. It will effect on other visual if interaction is filter

selected items on Intended visual >>> Right click and

choose group data

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Edit Groups

From Fields >>> Choose mentioned Group >>>

Then Right click and select Edit Group

Choose items from ungrouped values using ctrl

and then click on group

To remove grouped items >>> you can select

from Groups and members >>> then click on
ungroup

To include items which not include in groups >>>

you can mark on Include other group

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 Working With
Primavera P6

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Working With Primavera P6

Spread sheet is the mediator between Primavera P6

and Power BI

Before Export Program to Spread sheet file any

option can element problem in power BI program
should be considered to make XLSX file readable
such as but not limit to (choosing Do not show time
In dates in user preferences tab)

Export Program to Spread sheet file with modify

XLSX Templet by choosing Columns whose data can
be used and converted to information appear in the
report such as (Activity ID, Different activity codes,
Budgeted cost,…….etc.)

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Cont.
After Export Program to Spread sheet file any
columns format which should be General data
format will be in XLSX file as a text .Accordingly, it
has to be changed Such as but not limited to (Total
.

Float, Budgeted cost,……..etc.)

This will be by click on Text to columns which in
(Data list >>> Data tools section) then click on Next
>>> Next >>> Finish

Add sheets in XLSX file for different Activity codes

By take copy from activity code windows from
primavera file and paste it in sheets with edit name
of table to match with description in original sheet

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Cont.
If you need to show project start data in a card you
should choose Earliest start

If you need to show project completion data in a

card you should choose latest finish

Power BI Program not scheduling program like

primavera ( doesn’t know Network diagram), so
choosing latest date for finish will equal project
completion data

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How to add cash flow &
Manpower Histograms
From Primavera P6 File >>> Click on Resource Usage
Spreadsheet

By Choosing (Budgeted cost & Cum Budgeted cost)

from Spreadsheet Fields >>> Then Take copy and
paste on excel
Note. You should Transpose row to columns to be
readable for Power BI as a Budgeted cost and his
cumulative

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Cont.
From Report window >>> Go to Visualization and
click on Line and stacked columns chart tab then
from Fields >>> choose clause which you need to
slice by it ( Choose Month in Shared Axis, Budgeted
cost in Columns values and Cumulative in line
values)

Note. You can use line and clustered columns chart

to show planned and actual cost in same chart with
change Data colors

What has been explained in advance can be used

during create Manpower Histogram by using
Resource assignments in primavera p6 program

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