Brijesh C G.

PoweBI lab manual for 5th sem BCA bangalore university

1. Introduction to Power BI- Get Started with Power BI - Sign up

for Power BI - Overview: Power BI data sources - Connect to a
SaaS solution - Upload a local CSV file - Connect to Excel data
that can be refreshed - Create a Report with Visualizations.

Introduction to Power BI

Power BI is a powerful data visualization and business intelligence tool developed by Microsoft. It
allows users to create interactive visualizations, reports, and dashboards from various data sources,
making it easier to analyze and understand complex data.

Get Started with Power BI

To get started with Power BI, follow these steps:

1. Visit the Power BI website (https://powerbi.microsoft.com/) and sign up for a free trial or choose a
suitable plan according to your needs.

2. Download and install the Power BI Desktop application, which is available for Windows.

3. Explore the Power BI interface and get familiar with the various features and tools available.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Sign up for Power BI

To sign up for Power BI:

1. Go to the Power BI website (https://powerbi.microsoft.com/).

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

2. Click on "Try free" or "Buy now" depending on your preference.

3. Create a Microsoft account or sign in with an existing one.

4. Follow the on-screen instructions to complete the signup process.

Overview: Power BI data sources

Power BI supports a wide range of data sources, including:

1. Cloud-based services (e.g., Azure, Salesforce, SharePoint Online, Google Analytics)

2. On-premises databases (e.g., SQL Server, Oracle, MySQL)

3. Files (e.g., Excel, CSV, JSON, XML)

4. Web-based sources (e.g., public APIs, web pages).

Connect to a SaaS solution

To connect Power BI to a SaaS solution:

1. Open Power BI Desktop.

2. Click on "Home" and then "Get Data."

3. Choose "More" and then select "Online Services" from the categories.

4. Choose the desired SaaS solution (e.g., Salesforce, Google Analytics) and click "Connect."

5. Enter your credentials and follow the on-screen instructions to establish the connection.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Upload a local CSV file

To upload a local CSV file to Power BI:

1. Open Power BI Desktop.

2. Click on "Home" and then "Get Data."

3. Choose "Text/CSV" from the options.

4. Browse to the location of your CSV file and click "Open."

5. Configure the data settings if necessary, and click "Load" to import the data into Power BI.

Connect to Excel data that can be refreshed

To connect to Excel data that can be refreshed:

1. Open Power BI Desktop.

2. Click on "Home" and then "Get Data."

3. Choose "Excel" from the options.

4. Browse to the location of your Excel file and click "Open."

5. Choose the data tables you want to use in your report and click "Load."
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Create a Report with Visualizations

To create a report with visualizations in Power BI:

1. With your data loaded in Power BI Desktop, click on the "Report" tab.

2. Choose the desired visualization from the "Visualizations" pane.

3. Drag and drop the fields from your data into the appropriate areas of the visualization.

4. Customize the appearance and settings of the visualization using the "Format" and "Analytics"
panes.

5. Repeat the process to add more visualizations to your report.

6. Arrange and organize the visualizations on the canvas to create a visually appealing and
informative report.

7. Save your report and share it with others, or publish it to the Power BI service for further
collaboration and analysis.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

2. Using visualizations - Create a new report - Create and arrange

visualizations - Format a visualization - Use text, map, and
gauge visualizations and save a report - Use a slicer to filter
visualizations - Sort, copy, and paste visualizations.

Using Visualizations in Power BI

1. Create a new report: To create a new report in Power BI Desktop, click on "File" in
the top-left corner and select "New." This will open a new, blank report canvas.

2. Create and arrange visualizations: In the "Report" tab, choose the desired
visualization from the "Visualizations" pane. Drag and drop the fields from your data
into the appropriate areas of the visualization. Arrange and resize the visualizations
on the canvas as desired.

3. Format a visualization: To format a visualization, select the visualization on the

canvas and click on the "Format" icon (paint roller) in the "Visualizations" pane. Use
the various formatting options available, such as changing colors, adjusting text size,
and modifying the chart title.

4. Use text, map, and gauge visualizations:

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

a. Text: To add a text box, click on the "Text box" icon in the "Insert" tab of the
ribbon. Resize and position the text box on the canvas, then double-click inside it to
add your text.

b. Map: To create a map visualization, select the "Map" or "Filled Map"

visualization in the "Visualizations" pane. Drag and drop the geographical data fields
(e.g., city, country) into the "Location" area and the measure you want to represent
(e.g., sales, revenue) into the "Size" or "Color saturation" area.

c. Gauge: To create a gauge visualization, select the "Gauge" visualization in the

"Visualizations" pane. Drag and drop the measure you want to represent (e.g., sales,
revenue) into the "Value" area. Adjust the minimum, maximum, and target values in
the "Gauge axis" settings.

5. Save a report: To save your report, click on "File" in the top-left corner, then
choose "Save" or "Save As." Choose a location and enter a file name to save the
report as a .pbix file.

6. Use a slicer to filter visualizations: To add a slicer, select the "Slicer" visualization
from the "Visualizations" pane. Drag and drop the field you want to use for filtering
(e.g., date, category) into the "Field" area of the slicer. The slicer will now filter all
visualizations in the report that use the same data field.

Data import into Power BI Desktop

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Create a Bing Map in Power BI

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Create a gauge chart

1. In Power BI Desktop, select File > Open report.

2. Browse to and select the Financial Sample Excel file, and then
select Open.

The Financial Sample Excel file opens in report view.

3. At the bottom, select the green plus symbol to add a new page to
the report.

4. In the Data pane, expand financials and select the Gross Sales checkbox.

By default, Power BI creates a clustered column chart to display the data.

On the Visualizations > Build visual pane, the Y-axis option is aligned
to the Gross Sales value. Notice that by default, Power BI uses
the sum value for the selected field.

5. Select the chart visual, and then select Gauge on the Visualizations pane.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Add a text box to a report.

In Power BI Desktop, go to the Home tab, select Insert, and then select Text
box.

6. Power BI places an empty text box on the canvas. To position the text
box, select the grey area at the top and drag to your desired location. To
resize the text box, select and drag any of the sizing handles.

In the Power BI service, you can also pin a text box to a dashboard. Select the pin
icon, then select the dashboard where you want to pin it.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

7. Sort, copy, and paste visualizations:

a. Sort: To sort a visualization, click on the visualization to select it. In the

"Visualizations" pane, click on the ellipsis (three dots) next to the data field you want
to sort by, then choose "Sort ascending" or "Sort descending."

b. Copy: To copy a visualization, click on the visualization to select it, then press
"Ctrl+C" on your keyboard.

c. Paste: To paste a copied visualization, click on an empty space on the canvas and
press "Ctrl+V" on your keyboard. The pasted visualization will retain the data and
formatting of the original visualization.

1. Open a report (in editing view) that has at least one visualization.
2. Select the visualization and use Ctrl +C to copy, and Ctrl +V to paste.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Copy from a dashboard tile

1. Open the Power BI service and navigate to the dashboard you want to
copy from.

2. From the upper right corner of the visual, select More options(...) and
choose Copy visual as image.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Use a slicer to filter visualizations - Sort, copy, and paste visualizations.

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

3. Modify and Print a Report - Rename and delete report pages -

Add a filter to a page or report Set visualization interactions -
Send a report to PowerPoint,.

3. Modify and Print a Report

a. Rename and delete report pages:

i. Rename: To rename a report page, double-click the page tab at the bottom of the Power BI
Desktop window, and type the new name. Press Enter to confirm the change.

ii. Delete: To delete a report page, right-click the page tab at the bottom of the Power BI Desktop
window, and select "Delete Page" from the context menu. Confirm the deletion when prompted.

b. Add a filter to a page or report:

i. Page level filter: To add a filter that affects all visualizations on a page, go to the "Filters" pane on
the right side of the Power BI Desktop window. Click on "Add a filter" under the "Page level filters"
section, and choose the desired field. Configure the filter settings as required.

ii. Report level filter: To add a filter that affects all visualizations in the entire report, go to the
"Filters" pane on the right side of the Power BI Desktop window. Click on "Add a filter" under the
"Report level filters" section, and choose the desired field. Configure the filter settings as required.

c. Set visualization interactions:

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

i. To customize how visualizations interact with each other, click on a visualization to select it, and
then click on the "Edit interactions" icon (a lightning bolt) in the "Visualizations" pane.

ii. In the other visualizations on the page, you can now choose how they should respond to the
selected visualization. Click on the appropriate icon (e.g., "Filter," "Highlight," or "None") to set the
interaction behavior.

d. Send a report to PowerPoint:

i. Save your report as a .pbix file in Power BI Desktop.

ii. Go to the Power BI service (https://app.powerbi.com/) and sign in with your account.

iii. In the Power BI service, click on "Workspaces" and select the desired workspace where you
want to upload the report.

iv. Click on "Get Data" and then "Files." Choose "Local File" and upload the saved .pbix file.

v. Once the report is uploaded, open the report in the Power BI service.

vi. Click on the "File" menu in the top-left corner, and then select "Export to PowerPoint."

vii. Choose the desired export options, such as "Current values" or "Default values" for the slicers,
and click "Export."

viii. The report will be exported as a PowerPoint file, which you can download, open, and print as
needed.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

4. Create a Dashboard - Create and manage dashboards - Pin a

report tile to a dashboard - Pin a live report page to a dashboard
- Pin a tile from another dashboard - Pin an Excel element to a
dashboard - Add a tile to a dashboard.
Create a Dashboard

Creating and managing dashboards in Power BI is done through the Power BI service. Follow
these steps to create and manage dashboards:
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

1. Create and manage dashboards:

a. Sign in to the Power BI service (https://app.powerbi.com/) with your account.

b. In the Power BI service, click on "Workspaces" and select the desired workspace where
you want to create a new dashboard.

c. Click on the "+ New" button and select "Dashboard." Give your dashboard a name and
click "Create."

2. Pin a report tile to a dashboard:

a. Open the report containing the tile you want to pin to the dashboard.

b. Hover over the tile (visualization) and click on the "Pin" icon that appears at the top-right
corner of the tile.

c. In the "Pin to dashboard" window, select the dashboard you want to pin the tile to and
click "Pin."

3. Pin a live report page to a dashboard:

a. Open the report containing the live page you want to pin to the dashboard.

b. Click on the "File" menu in the top-left corner, and then select "Pin Live Page."

c. In the "Pin to dashboard" window, select the dashboard you want to pin the live page to
and click "Pin."

4. Pin a tile from another dashboard:

a. Open the dashboard containing the tile you want to pin to another dashboard.

b. Hover over the tile and click on the "More options" icon (three dots) at the top-right
corner of the tile.

c. In the context menu, select "Pin to another dashboard."

d. In the "Pin to dashboard" window, select the target dashboard you want to pin the tile to
and click "Pin."

5. Pin an Excel element to a dashboard:

a. In the Power BI service, click on "Workspaces" and select the desired workspace.

b. Click on "Get Data" and then "Files." Choose "Local File" and upload the Excel file.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

c. Once the Excel file is uploaded, click on the "Datasets" tab and find the Excel dataset.

d. Hover over the dataset and click on the "More options" icon (three dots). Select "Analyze
in Excel."

e. In Excel, create a table or chart using the Power BI data.

f. Save the Excel file and go back to the Power BI service. Open the uploaded Excel file and
navigate to the table or chart you created.

g. Click on the "Pin" icon at the top-right corner of the table or chart and select the
dashboard you want to pin the Excel element to.

6. Add a tile to a dashboard:

a. Open the dashboard where you want to add a tile.

b. Click on the "+ Add tile" button at the top-right corner of the dashboard.

c. In the "Add tile" window, choose the type of tile you want to add (e.g., web content,
video, image, text box, or real-time data).

d. Configure the tile settings as required and click "Apply" to add the tile to the dashboard.

Once you have created and populated your dashboard with tiles, you can rearrange the tiles,
resize them, and interact with the visualizations as needed.
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university

Pin to dash board.

Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university
Brijesh C G. PoweBI lab manual for 5th sem BCA bangalore university