Power bi

History
 Microsoft unveiled the first preview to its business intelligence
service also called Power BI within Office 365 developed basically
for customers to track down data about their businesses in
September 2014.
 The first release of Power BI released on 24 July 2015 and was
based on Excel Based Add ins: Power Pivot, Power Query, Power
view and Power Map.
 With time Microsoft has added more features like Question and
Answers, enterprise level data connectivity and security options via
Power BI Gateways and a lot more.

 Power View
It is an interactive data exploration,
visualization, and presentation experience
that encourages intuitive ad-hoc reporting
 Power Query
Microsoft Power Query for Excel enhances
self-service business intelligence (BI) for
Excel with an intuitive and consistent
experience for discovering, combining, and
refining data across a wide variety of
sources including relational, structured
and semi-structured, OData, Web, Hadoop,
Azure Marketplace, and more
 Power Pivot
Power Pivot is an Excel add-in you can use
to perform powerful data analysis and
create sophisticated data models. With
Power Pivot, you can mash up large volumes
of data from various sources, perform
information analysis rapidly, and share
insights easily.
 Power Map
It is a 3D data visualization tool for Excel that
provides an immersive experience for
making discoveries in data that might never
be seen in traditional 2D tables and charts

Introduction
 Power BI is a business analytics service provided by
Microsoft. It provides interactive visualizations with self-
service BI capabilities enabling users to create reports and
dashboards without the help of IT and Database
administration.
 The cloud based BI services also known as Power BI Services,
along with a desktop based interface - called Power BI
desktop are provided by Microsoft. It provides data
warehouse capabilities which include data preparation, data
discovery and interactive dashboards.
 In March 2016,an additional service called Power BI
Embedded on its Azure cloud platform was also unveiled by
Microsoft.

Advantages Of Power BI
• Lower upfront costs. The basic version of Power BI is a free
subscription service, where the full Power BI Pro costs $9.99
per month, per user.
• Mobility. Power BI tools are available for mobile apps in
Android and iOS.
• Cortana integration. Power BI is also integrated with Cortana.
A user can now access Power BI analytics and results with
verbal questions using Cortana's natural
language capabilities.
• APIs for integration. Power BI offers extendibility for
developers to incorporate the platform with custom software.

Disadvantages of Power BI
• Power BI will not accept files larger than 1 GB.
• Power BI reports and dashboards cannot accept or pass user,
account or other entity parameters. This makes it impossible
to create entity specific dashboards such as a dashboard for
an account, opportunity, case, or campaign.
• Very few data sources that permit (near) real-time
connections to Power BI reports and dashboard.
• Users having the same email domains or email domains listed
with your Office 365 tenant can only be shared dashboards
and reports .
• The integration to Dynamics CRM is limited.

Data Sources
In Power BI
Typically organized into
The following categories:-
• All(containing all sources)
• File
• Database
• Azure
• Online Services
• Other

Query Overview in Power BI
 Power BI Desktop has three views:
 Report view – where you use queries to create
visualizations, arranged as you want them to appear, and with
multiple pages, that you can share with others
 Data view –Where you can see the data in data model format,
add measures , new columns and manage relationships.
 Relationships view –Used to create a graphical representation of
the relationships which has been established in your data model
and manage or modify them accordingly.

Create and Manage Relationships
• AutoDetect during data load

Cross Filter Direction
 Both - This is the most common,
default direction. This means
for filtering purposes, both
tables are treated as if they're a
single table.
 Single - This means that
filtering choices in connected
tables work on the table where
values are being aggregated
Cardinality
 Many to One (*:1) - This is the most
common, default type. This means
the column in one table can have
more than one instance of a value,
and the other related table, often
know as the Lookup table, has only
one instance of a value.
 One to One (1:1) - This means the
column in one table has only one
instance of a particular value, and
the other related table has only one
instance of a particular value

Data Types in Power BI
Data Types in Query Editor Data types in data view
or report view

Visualizations in Power BI
Basic and Stacked
Area Chart
Combo Charts Doughnut charts
Gauge chart Matrix chart
Multi Row cardsLine chartFunnel
KPI

Custom Visualizations in
Power BI
• The Power BI visuals gallery
provides custom
visualizations which are
created by the members of
the community and by
Microsoft.
• These Visualizations behave
just like the native
visualizations which can
filtered, highlighted, shared,
edited, etc.

Query Editor
1. Different options to
interact with the
data
2. Left pane which list
different queries.
3. Center pane that
displays data from
the current query
4. The Query
Settings window
appears, listing the
query’s properties
and applied steps

Data Analysis Expressions(DAX)
 When you create your own measures, you’ll use the Data
Analysis Expressions (DAX) formula language. DAX includes a
library of over 200 functions, operators, and constructs,
providing immense flexibility in creating measures to calculate
results
 DAX expressions provide the capability to get useful results that
are used to analyze and get useful insights .

Measures and calculated columns
 Measures are used in some of the most common data analysis;
for example, sums, averages, minimum or maximum values,
counts, or more advanced calculations you create yourself using
a DAX formula.
 With calculated columns, you can add new data to a table. But
instead of querying and loading values into your new column
from a data source, you create a DAX formula that defines its
values

Navigation Bar
Dashboard with tiles
Q & A Box
Additional Dashboard Buttons
Power BI
Home Button
Help and Feedback Buttons
Dashboard Title
Office 365 app
Launcher Power BI Workspace

Some Basic Concepts
 Dashboard is a collection which contains zero or more tiles
and widgets. Each tile displays a single visualization that was
created from a dataset and pinned to the dashboard. Each
dashboard is used to represent a customized view of some
subset of the underlying datasets.
 Reports:-A Power BI report is one or more pages of
visualizations (charts, graphs and images).Reports can be
created from scratch, imported to dashboard and created
using datasets.
 Datasets:-A dataset is something that you import or connect
to. Datasets can be refreshed, renamed, explored and
removed. Each listed dataset represents a single source of
data.

Types Of Data Sources
Files
 Excel (.xlsx, xlxm)-a workbook can have data entered
manually or data which is queried and loaded from external
data sources. Data can be in simple worksheets or loaded into
a data model
 Comma Separated Value (.csv) - Files are simple text files with
rows of data. Each row can contain one or more values, each
separated by a comma
 Power BI Desktop (.pbi) - You can use Power BI Desktop to
query and load data from external data sources, extend your
data model with measures and relationships, and create
reports. You can import your Power BI Desktop file into your
Power BI site.

Databases
 Databases in the Cloud – From the Power BI service, you can
connect live to Azure SQL Database, Azure SQL Data
Warehouse ,etc. Connections from Power BI to these
databases are live.
 Databases on-premises – From the Power BI service, you can
connect directly to SQL Server Analysis Services Tabular
model databases. A Power BI Enterprise Gateway is required

Content Packs
 Content packs contain all of the data and reports you need
already prepared for you. In Power BI, there are two types of
content packs:
 Services – There are literally dozens of services with content
packs for Power BI, and more are being added all the time.
Most services require you to have an account.
 Organizational – If you and other users in your organization
have a Power BI Pro account, you can create, share, and use
content packs

Data Refresh or Schedule
Refresh
 Whenever you refresh data
in a dataset, Power BI uses
information in the dataset to
connect to the data sources
defined for it, query for
updated data, and then loads
the updated data into the
dataset.
 Any visualizations in your
reports or dashboards based
on the data are updated
automatically.
On-premises data gateway
 The on-premises data
gateway is used as a bridge,
providing quick and secure
data transfer between on-
premises data (data that is
not in the cloud) and
different apps.

Visual Interactions in Power BI
 By default, visualizations on a report page can be used to cross-
filter and cross-highlight the other visualizations on the page.
For example, selecting a state on a map visualization highlights
the column chart and filters the line chart to display only data
that applies to that one state.

Groups
 Groups in Power BI bring together people and information,
and connect with apps across Office 365 to foster
communication and collaboration. Power BI groups are built
on groups in Office 365.
 As the creator of a group, you are automatically an admin. As
admin, you can add and delete members, and make other
members admins. All admins can create, update, and delete
the dashboards, reports, and other content of the group.

Publishing to the Web
With Power BI Publish to web you can easily embed interactive
Power BI visualizations online, such as in blog posts, websites ,
etc. You can also easily edit, update, refresh or un-share your
published visuals.
Publish to web is available on reports in your personal or group
workspaces that you can edit. You cannot use Publish to web
with reports that were shared with you, or reports that rely on
row level security to secure the data

Power BI Mobile Apps
 Power Bi mobile apps provide the flexibility to stay connected with
your data on mobile devices.
 Power BI mobile apps are available for iOS (iPad, iPhone, iPod Touch,
or Apple Watch), Android phone, or Windows 10 device.

Power BI developer
Power BI displays dashboards that are interactive, and can be created
and updated from many different data sources in real time. Using any
programming language that supports REST calls, you can create apps
that integrate with a Power BI dashboard in real-time. You can also
integrate Power BI tiles and reports into apps.

Power bi

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