BUSINESS INTELLIGENCE

Highlights

• What is BI?
• Need of BI
• Benefits of BI
• BI Tools

• What is POWER BI?

• Overview
• Why to use POWER BI

• Highlights of data set

• Project Report explanation

• Power BI service Demo

 Business Intelligence

BI gives organizations the ability to ask questions and get answers they can understand.
Instead of using best guesses, they can take decisions on what their business data is telling
them.

Need of BI
• Analyzing a large amount of
data to provide historical,
current and predictive views.
• To support business decisions.
• Easy interpretation of
unstructured data and using it
to support decisions.
• To process real-time data and
develop effective business
strategies.
Benefits of BI
• Better business decisions.
• Improved data quality.
• Improved customer
satisfaction.
• Competitive edge.
• Increased revenues.
• Identify new opportunities.
• Future prediction.
• No guess work.
 Business Intelligence

Tools for BI
According to an analysis conducted by Trust Radius in 2021, Power BI was identified as the leading BI
software of 2021, commanding 36% of the market share. Power BI was also the most-compared software in
2021.
 Comparison

Reference: polestarllp.com
 POWER BI

POWER BI is a Microsoft business intelligence standalone tool. Which includes both desktop and web
based application for loading, modeling and visualizing data.

Three views in POWER BI

• Report view
• Data view
• Model view

Why to use POWER BI

• Easy to use
• Easy to learn
• Easy to collaborate
• Cost effective
• Wide coverage of data sources
• Powerful tool
 Power BI Desktop Interface
Move to Query
Tabs editor Filters tab Drop fields and
format pane

Different
views(rep
ort,data,re
lationship
) Data
sources

Fields
pane

Visualization charts,
Add new tables, cards, maps,
page slicer etc.
Data View
Relationship View
Report view
Query Editor Interface
 Dataset overview

ADVENTURE WORKS CYCLES

• I got Adventure works cycles dataset.

• Data was in CSV form.
• Data inspection .
• Understand the flaws in data set.
• Understand the required changes .
• Data set included 7 tables and one calendar table to tackle the dates.
• Understand the business requirements.
• Understand what type of data representation is required.
 Data Loading & cleaning

• Transformed all the tables.

• Load vs Transform?
• Sales contain three years of data.
• Can be loaded using Append Queries.
• Can be loaded by adding data into folder.

 Append Queries: Append queries allows you to combine tables that share
exactly same column and data types. Appending add rows to an existing table.

• Sales data loaded in single table

• structured tables one after another.
• Some repeated steps for all tables
• Like defining
Data-Types , categories, Header of columns etc.
 Data Amendment

Customer Table

Steps
• Added columns.
• Merging columns.
• Extracting value to generate the
new one.
• Conditional column gives new
column. according to the
conditions.
• Replacing values.
 Data Amendment

Products table

Steps
• Removed unwanted
columns.
• Round off values.
• Apply multiplications.
• Replaced values.
• Extract required values.
 Data Amendment

Calendar Table

Steps
• Generate new dates columns.
• Day name/start of week/year etc.
• Calendar table can also be created
using DAX.
• Calendar and Calendar auto
function.
 Relationship Building

Steps
• Define Fact and Dimensions.
• Fact table contains business
facts and foreign keys.
• Dimensional table contains
descriptive information.
• Common fields for
relationships.
• Relationship cardinalities.
• One to one / one to many /
many to many.
• Best to use one to many.
 Row context vs Filter context

Row Context Filter Context

• Row context is when your calculation is • Filter context is when your calculation is
evaluated for each detail row from a input table. VS evaluated for a specific value in a visual.
• Row by row calculation. • Calculation for targeted values.
 Calculated Column & Measures

Calculated columns Calculated Measures

• Values are calculated on the basis of
each row of table (row context).
• Append static values(increase file
size).
• Calculated columns lives in tables.
• A measure is evaluated in the context
of the cell or Evaluated in report.
VS • Don’t create data in the tables (don’t
increase the file size).
• Measures lives in visuals.

Calculated columns for project

1. Current age = Get current age of customers using DATEIFF function.
2. Weekend = Using if considered last 2 days of week as a weekend.
3. Customer priority = Using if defines priority on the basis of age and income level.
4. PARENT = ‘YES’ for the parents having children's otherwise ‘NO’.
5. Short month = Precise Month name.
6. Birth Year = Extract only birth year from birthdate column using Year function.
 Measures for project

1. Quantity Sold = Sum order quantities.

2. Quantity returned = sum returned quantities.
3. Total Revenue = Used SUMX for table & expressions and used Related to pull data from second table.
4. Total cost = Multiply order quantity with product cost.
5. YTD revenue = Used Calculate with DATESYTD get year to data revenue.
6. Previous month revenue = Used Calculate with DATEADD function to get previous month revenue.
7. 10 Day Rolling Revenue = Get 10 days running revenue data.
8. Revenue Target = Multiplying previous revenue with our targeted value percentage.
9. Total Orders = Used Distinct Count with orders.
10. previous month order = Used DATEADD function to see previous orders.
11. Weekend orders = Calculate total orders using filter for weekend.
12. Bulk orders = Check where order quantity > 1
13. highest ticket order = Used filter function to check price > average price
 continued…

1. Total profit = subtract total revenue from total cost.

2. 90 Day Rolling profit = Get 90 days running profit.
3. Total Returns = Count return quantities.
4. Return rate = To see the percentage of returns.
5. previous month return = Calculate total returns for last month return using DATEADD.
6. Bike returns = Used filter function to calculate returns only for bikes.
7. Average Retail price = Used Average function.
8. Adjusted Price = Used this for what if parameter analysis.
9. Adjusted Revenue = Used this to get Adjusted profit.
10. Adjusted Profit = used for comparison between actual and adjusted profit.
 Data visualization

Executive Summary
 Data visualization

Products Detail
 Data visualization

Customers detail
Power BI Service Interface
 Power BI Service

Features
• Publish data to web.
• Organize work in the new workspaces.
• Ways to share your work.
• Data sets.
• Create data flows.
• Manage gateways.
• Row level security to restrict data access.
• Dashboards.
THANK YOU