Power BI_basics using microsoft Power BI.pdf

Creating Visualizations
using Microsoft Power BI
Hands on Activity
Dr. Omer Ayoub
House of Mathematical and Statistical Sciences,
King Abdul Aziz University,
Saudi Arabia
Email: omer@statisticalview.com oayub@ictp.it omerayoub@hotmail.com
Used with permission from Microsoft. The Microsoft logo and Power BI logo and other Microsoft products and services
used in this presentation are content of Microsoft. All respective rights and permissions for the product belongs to
Microsoft. This presentation is to be used for training purposes only and not for commercial distribution or use permission
from Microsoft.
1

Contents
• Introduction to Microsoft Power BI
• Architecture – How it works?
• Understanding features of the Power BI Desktop Application -1
• Understanding features of the Power BI Desktop Application -2
• Importing data set into Power BI
• Editing and cleaning data in Power BI – Changing values / data types
• Writing queries
• Creating different types of charts
• Bringing it all together
• Deploying cloud workspace on Power BI online
• Asking questions about the data from reporting engine.
• conclusion
CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 2

Power BI Architecture

The Data Perspectives
PAST: What Happened?
• Reactive reporting
• Common among most companies
PRESENT: What is Happening?
• KPI’s and CPM Concepts
• Streaming analytics
FUTURE: What will Happen?
• Predict based on trends and external data
• Understand impact and what-if analysis

Power BI Online - Introduction
• Cloud based service (Part of Office 365)
• Access your data, wherever it may exist
• Ask questions, integrate with cortana
analytics and more
• Create curated content based on your
organizational needs
• Share insights across web, mobile and
embedded within your own applications

Power BI Desktop - Introduction
• Free download that starts your Power BI
experience.
• Not an end user tool, but a power user
and designer tool.
• Can be used to mash, model and design
engaging experiences.
• Transform and clean data
• Design once and view anywhere

Power BI Desktop – Hands On
• Before we start with the hands on exercise; download the data set that we will be using for creating
visualizations in Power BI from the given link:
• http://icts.ictp.it/Members/oayub/Lab%205%20-%20Canada.xlsx/view
• Alternatively; you may use the other data set that can be accessed through the following link:
• http://icts.ictp.it/Members/oayub/Financial%20Sample.xlsx/view
• Or; you may use a data set of your choice.

Understanding Power BI Features - 1
Step-1:
We need to load
some data from
any file or online
data source.
To load data into
the Power BI
Application; click
Get Data

Step-2:
You will come
across a dialog
box with variety of
options with
different file types
to load. Select
the file type of
your choice and
proceed with
“Connect”
In this case; we
choose excel file

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE -
10
Step-3:
You will come
across a dialog
box with variety of
options with
different file types
to load. Select
the file type of
your choice and
proceed with
“Connect”
In this case; we
choose excel file

Step-4:
Choose the sheet
you want to import
from the file you
selected. In this
case; we have
selected “CA Sales”
Once file is
selected; it will
provide you the data
preview in the dialog
window and also it
will allow you to edit
the data or load it as
the way it is.

Step-5:
Select the file by
ticking the box at
the left of each
sheet in the file you
selected. It will
preview the data
and its current
format in the right
pane. Should you
need to modify, edit
data, change data
types, add custom
values or any
operations on data;
click Edit

Step-6:
Choose the sheet
you want to import
from the file you
selected. In this
case; we have
selected “CA Sales”
Once file is
selected; it will
provide you the data
preview in the dialog
window and also it
will allow you to edit
the data or load it as
the way it is.

Step-7:
With the “Edit”
mode; the editor
allows you to
change different
properties of the
data; change record
values; add new
values; execute
queries and many
other options as
can be seen above
at the pane. You
may scroll through
the other options as
“transform”, “Add
Column” and “View”

Step-8:
Once you close and
save the changes;
your data columns
will be visible at the
rightest pane of the
window.
You can view the
relationships
between multiple
data sets; view the
data itself and scroll
back to visualization
window using the
left side menu pane.

Step-9:
Drag one of the
fields from the
”Fields” section to
the canvas and it
will display the data
it contains. Repeat
the same procedure
for another column
and drag it to the
existing column.

Step- 10:
Drag one of the
fields from the
”Fields” section to
the canvas and it
will display the data
it contains. Repeat
the same procedure
for another column
and drag it to the
existing column.
You can change the
data text size and
color by using the
menu below
visualizations

Step- 11:
Similarly, following
the same
procedure; drag
more fields from the
“Fields” area onto
the existing field
area. If you drop
them somewhere
else on the canvas,
they would plot
individually as a unit
parameter and will
not contribute to the
group plotting.

Step- 12:
With the data selected
on the canvas; you
may click on the first
visualization option and
it will transform the
table into a simple bar
chart.
You may choose to
plot it differently either
as stacked bar chart,
line chart, pie chart or
any other type; is solely
your own choice to try.

Step- 13:
Since you selected
to plot revenue by
different provinces,
in different years
and by different
categories; the
single plot allows
you to scroll through
the other visuals in
the same plot. Click
on the double down
arrow to scroll
between different
views for the
parameters
mentioned.

Step- 14:
You can even view
the data associated
to the plot by
clicking on the right
most option that
appears if you hover
on the visualization;
Select “See Data”
and it will open a
new tab below the
visualization that will
contain the data
figures plotted
above in the graph.

Step- 15:
Changing the axis
style, line color,
points on the
canvas, font-size,
font-style and height
of the graph or
visualization can be
accustomed
according to users’
choice. Simply click
on the “Format” icon
below the
visualization types
and you will get
access to all
features

Step- 16:
Alternative method
to plot something is
by selecting on the
type of visual you
want to plot; It will
plot a vague or dim
visual representing
the prototype of
actual visual. Now
you may choose
the field from the
“Fields” section and
drop on the visual to
generate an actual
visual based on the
data.

Step- 17:
Experiment yourself
by creating new
visualizations,
adding new
categories of data
and varying
between different
types for same data
set. If you fall short
of space on the first
page, you an
always create
additional pages by
clicking on the +
button and rename
them by your choice

Step- 18:
Now that we have
done some of the
visualizations and
we would like to
export them or use
them in our reports;
click on “Publish”.
It will ask you to
save your project as
“.pbix” extension.
Name your project
and save it on your
local disk.

Step- 19:
Upon saving your
file, a new dialog
box will appear
asking you to enter
your sign in
information to
Microsoft Power BI
Pro version (cloud
version) of the same
product.
To sign in; please
enter the information
in the next slide:

Username Password
ictp01@omerayoub.onmicrosoft.com Codata2017
…. ….
Power BI Pro Accounts (Cloud Access) for ICTP Codata Workshop

Step- 21:
Using the
information provided
in the above slide;
login through this
window to access
live cloud based
version of your
visualization

Step- 22:
You will be asked to
select the
workspace where
you want to save
and publish your
visualizations. Select
the default “My
Workspace” and
proceed further.

Step- 23:
Once your project is
successfully
published, you will
get a success
message informing
you that you can
get quick insights
about your data
and learn more
about reporting
tools using the
Power BI mobile
and Pro version.

Step- 24:
• After you have successfully published your project; go to: http://powerbi.microsoft.com
• Login with your Power BI Pro account details
• You will get to see the same project uploaded under the Tab “My Workspace”

Step- 24:
Click on “My
Workspace”. It will
load a list of all the
Dashboards,
Reports,
Workbooks and
Datasets that have
been created so far
by the logged in
user. Since we
exported or
published our
Report; select
“Reports” and you
will find your project
there. I saved it as
“class.pbix”

Step- 24:
Select the
Report and click
on File. Now
you can export
your report as
an “interactive
report” to be
used in
powerpoint or
for embedding
as html iframe in
your website for
live interaction.

To preview a web based report version that can be embedded as iframe object; Click here

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