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Power BI

The Complete Guide

Power BI Desktop

What the Desktop application is perfect for

Workflow of Power BI Desktop

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Relationship View Data View Report View

Relationship

View

Query Editor Relationship View Data View Report View

Data

View

Query Editor Relationship View Data View Report View

Report

View

The Query Editor

How we import and prepare our data

Power BI Desktop – Query Editor

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Data View Relationship View Report View

Data

View

Query Editor Data View Relationship View Report View

Relationship

View

Query Editor Data View Relationship View Report View

Report

View

The Star Schema

FACT TABLE

VS

DIM TABLE

DIM TABLE

Products

IdentifierProd

ProductType

PricePerUnit

CostperUnit

Time

IdentifierDate

Year

Quarter

Month

Week

Day

The Star Schema

FACT TABLE

Sales

IdentifierProd

IdentifierDate

IdentifierCust

IdentifierGeo

UnitsSold

TotalSales

TotalCost

DIM TABLE

Customers

IdentifierCust

FirstName

SecondName

Age

Gender

SalesPoint

IdentifierGeo

Continent

Country

City

Our Project – Current structure

Population-Combined

Country-ID

Country

Year

AgeGroup

Gender

Population

Out Project turned into a Star Schema

DIM TABLE

Region

Country-ID

Country

Region

FACT TABLE

Population

Country-ID

AgeGroup-ID

Year

Gender

Population

DIM TABLE

Age

AgeGroup-ID

AgeGroup

Category

Query: Duplicate vs. Reference

Query Editor A Query 1 (Created in Query Editor) Query 2 (Reference to Query 1)
Query Editor
A
Query 1
(Created in Query Editor)
Query 2
(Reference to Query 1)
B
A
Source
B
file
A
C
Query 2
(Duplicate of Query 1)
B

Merge Queries - Join Kind

Separate Queries

Query 1

LEFT

Query 2

RIGHT

ID

Sales

ID

Region

A

10

A

USA

B

50

BB

Europe

C

20

C

Asia

Merged Queries

OuterAnti

OuterAnti Inner LEFT RIGHT ID Sales Region ID Region Sales A 10 USA A USA 10

Inner

LEFT

RIGHT

ID

Sales

Region

ID

Region

Sales

A

10

USA

A

USA

10

B

50

n/a

BB

Europe

n/a

C

20

Asia

C

Asia

20

ID

Sales

Region

ID

Region

Sales

B

50

n/a

BB

Europe

n/a

ID

Sales

Region

A

10

USA

C

20

Asia

FULL

ID

Sales

Region

A

10

USA

B

50

n/a

C

20

Asia

BB

n/a

Europe

Import data into the data model

Import data Query 1 Query 2 Default = Enable load is set for all queries
Import data
Query 1
Query 2
Default =
Enable load is
set for all
queries
Query 1 &
Data preparation
Query 2 are
loaded into the
data model
Data model
Query Editor
Data View/Report View
Source files
Enable load is
Query 1 is
Data preparation
only selected
for Query 1
loaded into the
data model
Data model
Import data
Query 1
Query Editor
Data View/Report View
Query 2

Data View & Relationships

How we model our data

Power BI Desktop – Data Model

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Data View Relationship View Report View

Data

View

Query Editor Data View Relationship View Report View

Relationship

View

Query Editor Data View Relationship View Report View

Report

View

Query Editor vs. Data Model

Query Editor

 

Connect to source files

 
Clean data

Clean data

 
Shape data

Shape data

source files   Clean data   Shape data Structure + prepare data Data Model   Add

Structure + prepare data

Data Model

 

Add relationships

 
Add calculated columns

Add calculated columns

 
Add measures

Add measures

 

Analyse data

Power BI Desktop – Data Model

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Data View Relationship View Report View

Data

View

Query Editor Data View Relationship View Report View

Relationship

View

Query Editor Data View Relationship View Report View

Report

View

Let‘s bring our Data Model to live

Cardinality

= „Type of relationship“

Cross Filter Direction

Active Properties

One to many (1:*) & Many to one (*:1)

Customers

Orders

One to many (1:*) & Many to one (*:1) Customers Orders ID-Customer FirstName SecondName ID-Order OrderDate

ID-Customer

FirstName

SecondName

ID-Order

OrderDate

ID-Customer

1

Maximilian

Schwarzmueller

A

01

Jan 2017

1

2

John

Meyer

B

08

Jan 2017

2

3

Linda

Belle

C

15

Jan 2017

1

4

Manuel

Lorenz

D

25

Jan 2017

1

 

E

05

Feb 2017

3

F

15

Feb 2017

4

Each customer is unique

Each customer can have multiple orders

One to one (1:1)

ID-Passport

Valid

Issued

FirstName

SecondName

Country

1

2025

2005

Maximilian

Schwarzmueller

Germany

2

2019

1999

John

Meyer

USA

3

2017

1997

Linda

Belle

Japan

USA 3 2017 1997 Linda Belle Japan Passport Person ID-Passport Valid Issued

Passport

Person

ID-Passport

Valid

Issued

ID-Passport

FirstName

Second Name

Country

1

2025

2005

1

Maximilian

Schwarzmueller

Germany

2

2019

1999

2

John

Meyer

USA

3

2017

1997

3

Linda

Belle

Japan

Power BI Desktop – Data Model

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Data View Relationship View Report View

Data

View

Query Editor Data View Relationship View Report View

Relationship

View

Query Editor Data View Relationship View Report View

Report

View

One tool - Two languages

Description

Power Query Formula Language Data transformation

Data Analysis Expression Language

Analytical data calculation Comparable to Excel functions

M-Language

M-Language Independent from each other DAX-Language

Independent from each other

M-Language Independent from each other DAX-Language

DAX-Language

Application areas

Prepare your data before you load them into the data model

Create formulas for an in-depth analysis in the Data View

Course interim conclusion

M

OR

This course

DAX

Calculated Columns vs. Measures

Perform an operation that generates results for each row of your table

Return a single result of a calculation or an aggregated value (e.g. Averages)

C a l c u l a t e d C o l u m Calculated Column

Measurea single result of a calculation or an aggregated value (e.g. Averages) C a l c

Report View

Let‘s create beautiful charts and tables

Power BI Desktop – Report View

Power BI Desktop

Data

preparation

Data modelling

Data

visualization

Query

Editor

Query Editor Data View Relationship View Report View

Data

View

Query Editor Data View Relationship View Report View

Relationship

View

Query Editor Data View Relationship View Report View

Report

View

Power BI Service & Power BI Mobile

We finished our work locally, what now?

Ways to continue

Single User

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

YOU

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

YOU

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

YOU

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

STOP

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

-

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

-

Ways to continue Single User YOU YOU YOU STOP - - Power BI Desktop Publish Power

Power BI Desktop

Publish

Power BI Service

Access

Power BI

Mobile

Organization

Power BI Service Access Power BI Mobile Organization YOU YOU IT Marketing Power BI Desktop -

YOU

YOU IT
YOU
IT

Marketing

Power BI Desktop

Mobile Organization YOU YOU IT Marketing Power BI Desktop - Publish Power BI Service - Collaborate

-

Mobile Organization YOU YOU IT Marketing Power BI Desktop - Publish Power BI Service - Collaborate

Publish

Power BI Service

- Collaborate

YOU IT Marketing Power BI Desktop - Publish Power BI Service - Collaborate Share Power BI

Share

YOU IT Marketing Power BI Desktop - Publish Power BI Service - Collaborate Share Power BI

Power BI

Service

Power BI

Mobile

Questions to be answered

How can we publish our data to Power BI Service?

How can we collaborate in Power BI Service?

How can we share data and specify what we want to share?

Changes in 2017

Until

31 May

01 June

2017

Changes in 2017 Until 31 May 01 June 2017 Power BI Free Personal users • Access
Changes in 2017 Until 31 May 01 June 2017 Power BI Free Personal users • Access
Changes in 2017 Until 31 May 01 June 2017 Power BI Free Personal users • Access

Power BI Free

Personal users

Access to all Pro Databases
Increased Workspace

Storage

Improved refresh- rates

Power BI Pro

Collaboration

Functional alignment with remaining differences in sharing and collaboration

+

Power BI Premium

Large Scale BI deployments

Publishing our project data to Power BI Service

Publish/

Connect to File

project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power
project data to Power BI Service Publish/ Connect to File Your computer Power BI Service Power

Your computerproject data to Power BI Service Publish/ Connect to File Power BI Service Power BI Service

Power BI Service

Power BI Service

Power BI Desktop Dataset & Report

Power BI Desktop

Power BI Desktop

Dataset & Report

Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
Power BI Desktop Dataset & Report
BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server

Personal

Gateway

BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server

On-Premises

Gateway

On-Premises Gateway
On-Premises Gateway
BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server
BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server
BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server
BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway Server

ServerPower BI Service Power BI Service Power BI Desktop Dataset & Report Personal Gateway On-Premises Gateway

Collaboration

Collaboration Create Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards

Create DashboardsCollaboration YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT

Collaboration Create Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards

YOU

Power BI Service Dataset & Report from Power BI Desktop

Power BI Service

Power BI Service

Dataset & Report from Power BI Desktop

Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Power BI Service Dataset & Report from Power BI Desktop
Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT
Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT
Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT
Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT

Create DashboardsCollaboration Create Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop YOU IT

Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT
YOU IT
YOU
IT
Dashboards YOU Power BI Service Dataset & Report from Power BI Desktop Create Dashboards YOU IT

App Workspace

How can we share our results from the App workspace?

Dashboard Report Publish App Power BI Service Dataset Dashboard, Report & Dataset Report Publish to
Dashboard
Report
Publish App
Power BI Service
Dataset
Dashboard, Report &
Dataset
Report
Publish to Web

PRO

Data created using Pro features, can only be shared with Power BI Pro Users!