Power Bi Basics

Microsoft Power BI
–What is Power BI
–Types of Power BI services available
– Steps to Create Dashboard

Power BI is a Microsoft's self-service BI platform for both
on premise and cloud-based data.
It provides business users with tools
for aggregating, analyzing, visualizing and sharing data.
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Power BI is used to build:
1. Reports: A report is a collection of multiple visuals or charts arranged in
a specific manner to represent different findings and insights
from data.
2. Dashboards: It is a collection of reports.

Types of Power BI services available

Power BI
Desktop
Power BI
Web service
Power BI
App
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Power BI Desktop:
Power BI desktop is resides on the local system and used to
build and publish reports.
Power BI Web service:
It resides on Web as a form of website and used to build
reports, make dashboards and share reports and
dashboard with other users.
Power BI App:
It is an app version of Power BI which is used to view and
share the reports and Dashboards.
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Difference between Power BI Desktop andWeb
Service
Desktop
 You cannot share the report or
Dashboard.
 You can write DAX (DataAnalysis
Expressions)Queries to create
Calculated columns and measures.
 Many types of Data sources
available.
 You can apply relationships between
multiple data sources.
 More features are present.
Web Service
 You can share the report and
Dashboard.
 You cannot write DAX queries.
 Comparatively less types of data
source.
 You cannot apply relationships.
 Less features.
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12Connect to a
data Source
Use different
visuals to create
a report
Publish the
report on the
Web
Combine reports
orTiles to make
a Dashboard
Share the
Dashboard

For Demo, lets make report using Data source as
SQL server table.

Step 1 : Open Power BI Desktop,
you should see the following window:
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Step 2 : Click on Get data, a list of data
sources available in power BI appear.
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Step 3 : Select SQL Server database and
click on Connect button present at the
bottom, you should see the following window:
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Step 4: Fill the server name and Database
name in the required text boxes.
17

There are two options available in Data
Connectivity Mode:
1. Import
2. DirectQuery
Both mode defines different approaches to pull
the data in the Power BI desktop.
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Import
 In this mode Power BI creates a copy
of data from the source and store it
in Power BI data model.
 You need to refresh the report in
order to get the current data from
the source.
 Once data is stored in model, any
change in data source won’t affect
Power BI report unless you refresh it.
 Import is available for multiple data
platforms.
DirectQuery
 In this mode data is not stored in
Power BI data model and power BI
fetches data on the fly from the Data
source.
 Data is always updated.
 Any change in Data source will affect
the report.
 Direct Query is only available for a
subset of database platforms
supported by Power BI: SQL Server,
Azure SQL Database,Azure SQL
DataWarehouse, Oracle,Teradata
and SAP Hanna.
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Step 5: Let’s choose import for now, you can see an arrow symbol
and Advanced options at the bottom.
Advanced option is used when you want to write SQL queries to get the
data from one or multiple tables.
Click on the arrow to see the box to write the query, in this demo we
won’t write SQL queries , let’s keep it blank.
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Step 6 : Click on OK. All the tables present in the
database will get listed in the window.
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Step 7: Select a table, Say AbhiSnigs, you
will see columns present in the tables get listed along
with sample data.
At bottom there are options like Load , Edit and
Cancel.
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Step 8: Suppose you want to change the
datatype of a particular column of the table or do
other transformations, you can do that using
Edit option.
For this demo , let’s suppose data is correct and
we are ready to go for report building, click on
Load.
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Once the data is loaded, all the columns will be
listed on the right hand side of the Software.
25

Step 9: Let’s select Clustered bar chart
from theVisualization box.
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You will get the following layout, look at
the text boxes on the right hand side of
the report page.
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Step 10: Drag and drop country
column into Axis box and sales price in
the value box.
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Look at theT symbol shown near the mouse
curser, this section is used to format the chart,
you can change the size, colour, orientation of
the chart using this option.
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Power Bi Basics

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