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Power BI Full Course - Learn Power BI in 4 Hours | Power BI Tutorial for Beginners | Edureka

May 30, 2021
Power bi is the market leader in solving data management crises. This tool is primarily aimed at helping organizations and individuals visualize and organize their data. Hello everyone, welcome to this session of the complete Power Bi

course

containing everything you need to know to master

power

bi. Now, before we continue, let's take a look at today's agenda. The first module which is an introduction to Power Bi will help you understand the importance of BI, the different tools that exist and why you should go for Power Bi. It also covers the basic fundamentals of Pavia. The second module which is Power Bi Desktop is here.
power bi full course   learn power bi in 4 hours power bi tutorial for beginners edureka
You will

learn

how to install and download the tool and also get familiar with the user interface of the tool. The third module, Power Charts, will help you understand how to create impactful and comprehensive reports in Power Bi Desktop. The next module which is

power

bi KPI indicators will help you understand the importance of KPI visualization and how they can benefit an organization by visualizing its growth. The next module, power bi dashboards, will help you understand how to create interactive dashboards with the help of many examples and usage. In the cases followed by this we have a comparison module between power bi and tableau in this module you will understand the important features of these two powerful tools followed by this we have the last module which is power bi interview questions now you will understand the important concepts of Power BI and how to master the Power Bi interview.
power bi full course   learn power bi in 4 hours power bi tutorial for beginners edureka

More Interesting Facts About,

power bi full course learn power bi in 4 hours power bi tutorial for beginners edureka...

We'll also look at a couple of power bi market trends, so before we continue, be sure to subscribe to Edureka's YouTube channel to stay up to date on the most popular technologies. The concept of business intelligence is something that is foreign to very few people these days, as newer tools emerge every day to help solve the data management crisis. Most organizations have already moved or have plans to use business intelligence to solve their crisis and in this module. let's talk all about power bi power bi is the latest bi tool from microsoft whose main goal is to help everyone to analyze and visualize their data so without much ado let's start now why should you choose power bi before answering this question ?
power bi full course   learn power bi in 4 hours power bi tutorial for beginners edureka
I would like to answer something a little more fundamental, let's start by addressing the most essential and fundamental question: what exactly is business intelligence now in an era where business intelligence has become a domain larger than most business technologies. fashion? If you ask 20 different people what the term means, you'll probably get at least 10 different answers, so let me try to put it in the simplest terms without getting off the technicality. Business intelligence is a set of techniques and tools for transforming your raw data, i.e. your data sets into meaningful data and useful information for making important business decisions, in short, business intelligence, as technology would get the right data to the right people at the right time so they can make more effective business decisions Over the years, the business intelligence process has grown and adapted.
power bi full course   learn power bi in 4 hours power bi tutorial for beginners edureka
To help solve almost all the challenges while handling data by engaging newer tools and techniques, the change that business intelligence has undergone over the years can be divided into three waves, so let's continue with our

tutorial

and Let's take a look at the first wave of IT to finish. -user or technical wave during the first wave of business intelligence, the end user had to depend on the IT department for information about the data. This is because it was not possible for end users to create visualizations or reports themselves as required by the available tools. some technical or coding knowledge, this dependence on the IT department for information resulted in more efforts and time consumption to make the updates now the second wave which is from analyst to end user or the self-service wave now the second wave gave analysts access to BI now people with some analytics knowledge could use BI tools, this meant more teams had access to BI and more people could have better data insights.
This is the role of IT teams and finally the third wave, which meant that everyone, meaning the power resided in the hands of the end user, the third wave made it easier to access data and create reports. and visuals for better business insights. The introduction of tools such as power bi tableau click view and Spotfire made this transition easier, now anyone with a basic understanding of data could create reports to create intuitive and shareable dashboards. These were the three waves of BI and in the third view a very important aspect emerged: data visualization. Now data visualization is nothing but the pictorial or graphical representation of information or data that provides complex information. data sets by communicating key aspects in a more intuitive and meaningful way.
Data visualization sits at the intersection of design communication and information service. Although data visualization has been considered the key skill for research in the 21st century, it goes back a long time. in the late 18th century and dating back to when William Playfair invented geometric graphs, his bar graphs were used to represent Scotland's imports and exports from 17 countries in 1781, these bar graphs were a pure solution to the problem of comparison Discrete quantitative, now we've obviously

learn

ed to learn more and more graphs as the years go by. We also have some hybrid graphs to make our work easier and our calculations more granular.
The way our human brain processes information is easier to use picture charts and graphs to understand. and visualize large amounts of complex data and then review tons and tons of spreadsheets in reports. Take code and a picture is worth a thousand words, for example. This is completely true because as a human mind, images are not just a simple collection of pixels containing. A lot of information, this information in visual form is easier to understand than reading the same data in the form of text or numbers, so let me give you an example. Suppose there is a company that sells many products like Amazon and is spread throughout the world. has many vendors selling through this platform, so obviously a lot of data is generated in many different formats.
People use Excel to access different databases. Aftermath server, etc., some people even create all these spreadsheets and upload them to the web. So obviously all of that has to be bought into one platform to analyze it and then these are the reports that go to the CEOs, CFOs and CXOs. They put all the important people on Amazon. Now you can't just take 1 million or 10 million rows of data for a person to look at and look for something true, you need them to know what is happening what is happening inside the company how the market is outside the company and this does not It can be done with hundreds and thousands of numbers this is where the data visualization comes in, it's about giving them an idea of ​​what's going on within your company in the different departments without having to look at tons and tons of numbers, Well-designed charts have the power to put this complicated data into simple images and this is where modern bi wins data visualization is a quick and easy way to convey concepts or information in a universal way.
It can help identify key areas and hidden patterns for drivers that provide better customer insights. 3. Analyze and associate data and products appropriately and finally make appropriate decisions. Predictions and obviously presentation have a big role to play in this, so forgive me for my analogy, but if this were a beauty pageant, let's go ahead and look at our winner. Now let's see why we need power bi. Now there are some points that make bi power one of the most prominent tools for data visualization. Now this

tutorial

would be incomplete without understanding these points first. Barbie. I can detect trends in real time.
Traditional bi tools like Tableau or clicking View restrict you to historical analysis using Power Bi. You can access real data. real-time information so you can identify trends early. By doing so, you can identify problems and improve performance. Secondly, I can automatically search for hidden information with power bi. It can automatically search data sets for hidden insights in seconds with quick prompts. Users can simply ask questions and power bi Q&A will answer their questions with immediate effect third-party advanced analytics and custom visualizations with custom images power bi allows you to visualize data in almost every possible way, as long as you can imagine it, you can place it on your dashboard control so that it is not limited to something that is in a box, finally bar bi is prepared for companies with power bi and power bi desktop.
You can securely connect to your own local data sources with the local data gateway. It can connect live to your SQL server and other data sources, it gives you a secure, scalable and reliable enterprise level information technology, and these mentioned reasons make power bi important in the context of data visualization, so that who can use power bi. IT professionals, developers, companies start with small subject matter experts and simple analysis enthusiasts, as long as whatever they want, everyone can use power bi. Now let's continue understanding this by knowing what power bi is. power bi as a name has been in the BI market for quite some time, Microsoft team has been working for a long time to build a big umbrella called power bi and this umbrella is a combination of strong visualization, data analysis, data sharing, aggregation and integration in the cloud to define it.
Barbie is a business analytics service provided by Microsoft. It provides interactive visualization with self-service business intelligence capabilities where end users can create reports and dashboards themselves without having to rely on information technology staff or database administrators. It also gives you cloud-based bi services known as power bi services along with a desktop-based inference power bi desktop core. Provides data storage capabilities using data preparation data. Interactive and discovery dashboards In March 2016, Microsoft launched an additional service called power bi integrated into its cloud platform that allows the user to easily analyze data and perform various ETL operations and deliver reports with power bi.
Power bi gate wheels allow you to connect. With access to Excel SQL Server database analytics services and many other sources in your dashboard in Power Bi and reporting portals, incorporate Power Bi reports and dashboards to give you a unified experience. What you see on your screens right now shows that power bi is the general workflow you have. Thousands of data sources that connect to Power Bi Desktop that can then be published to the service, giving you the option to connect the data life of your organization through your Power Bi gateways; In the end, all of this can be accessed through your tablets, laptops and cell phones. get on the phone with yourself, your colleagues, and everyone involved in your business decision, now that you understand what power bi is, let's go ahead and look at some of its benefits and why we use it.
First of all, it has pre-built dashboards and reports for popular software like A power bi solutions service helps you create powerful visualizations in the form of dashboards and reports and you can do it without any technical knowledge. All you need to do is have a little analytical sense and you can use this service to your advantage. Next you have real time dashboard updates, as I mentioned before power bi works in real time and can also forecast trends in the coming years as well as a secure third connection to your on-premises and cloud data sources via power bi.
Gateway can establish connections that are secure and your organization's data can be connected to live whenever you want. The best part is that it is scalable and very, very secure. The fourth power bi also provides you with intuitive data exploration using natural language queries. You don't need to know the query language to explore your data in power bi, just use your everyday English or natural language data exploration may be possible 5thintegration with familiar Microsoft products to use the commitment for the bi scale bar can be integrated with various sources and a number of Microsoft products making it highly scalable compared to other BI tools and finally immediate implementation bar.
BIA is known for its fast implementation which makes your job quick and easy when you have to make critical business decisions and that is what power bi was all about in the next section we are going to discuss some components of power bi now power bi has some components you have power query power pivot power view power map data catalog data management gateway bar bi Q&A and service start we have power query Now this is a component that can be used to search for an access and transform public data sources and internal. It is Microsoft's data preparation and connectivity technology that allows business users to seamlessly access data stored in hundreds of data sources and reshape it to fit their needs.
You need an easy-to-use, engaging, code-free user experience. Next, we have Power Pivot. You can now use this for data modeling for in-memory analysis. Extends a local instance of Microsoft Analyst. A service table that is integrated directly into your workbook. You can import millions of rows of data from multiple data sources into a single Power BI workbook. It helps you create relationships between heterogeneous data, create columns and calculated measures using formulas and create pivot tables and pivot charts and further analyze the data. Then you have Power View, which is a data visualization technology that allows you to create interactive charts, graphs, maps, and other visuals that bring your data to life.
Power View is now available in power bi Excel and other Microsoft analyst services. Then you have Power Map, which is also another Excel feature. to explore maps and time based data, it allows you to plot geographic and temporal data, visually analyze that data in 3D and create cinematic tours to share with others, then it has power bi services, so this is a collection of dashboards apps and reports created to deliver key metrics for your organization, these apps are interactive and help clients work with their own content, then we have power bi questions and answers. Basically, a feature that helps you ask questions and get immediate answers.
Sometimes the quickest way to get an answer from your data is to ask the question using natural language so you can use Q&A to explore your data using intuitive natural language capabilities and receive answers in the form of charts and graphics, next you have the data management gateway, so basically what you do is connect your on-premises servers with your power bi in the cloud if you want to update your data in the cloud with the data that is on-premises. you will need to have the data management gateway configured and available for your tenant and this is how it works and finally we have our power bi data catalog now which contains the metadata for the complimented search functionality in power bi now its metadata is stored in power bi The cloud data catalog for a shared query gives you a search access list for the query to determine which users and security groups can find and use this shared query.
Now that we have seen how the components work, let's continue with this tutorial and understand the architecture of power bi which now broadly describes Barbier is the architecture has three phases, the first two phases partially use ETL to handle data and then you have the presentation of your data, so let's look at these phases one by one, first you have data integration and An organization may be required to handle data that comes from different sources, as I explained above in my Amazon example. Now this data comes from different sources and can be in different file formats.
Now the data is first extracted from these sources which can be your different servers or databases etc, from anywhere you can extract data, this data is then integrated into a standard format and then stored in a common area called staging area, then we move to our second data processing step, now the integrated data is still not ready for visualization because the data needs processing before it can be presented now this data is pre-processed or cleaned as we can call it, This is also known as data transformation, for example, missing values ​​or redundant values ​​are removed from the data set after the data set is cleaned, business rules are applied to the data and it has been transformed into submitted table data now, this data is loaded into a data warehouse and now that you have extracted the transformed and loaded data, your ETL is complete, you finally have the presentation of the data.
So once all this data is loaded and transformed, it can be visualized much better with the use of various visualizations that Power Bi has to offer you. Use reporting dashboards and help represent data in a more intuitive way. These visual reports take business and users take important business. decisions based on this knowledge, let's move on to the basic components of power bi, where we can talk a little more about this knowledge. Now everything you do in power bi can be broken down into the following basic components, a good understanding of these basic components. It will help you understand concepts and allow you to create detailed and complex reports, so the basic components of power bi are as follows: you have visualizations, data sets, reports, dashboards and goals, first you have a visualization, a visual representation in the form of graphs and tables. and data maps are called visualization, for example, a chart or graph can be used to represent data visually.
The bi bar gives you different types of visualization that update over time. Now some of the most used visualizations are Map Plot Card Visualization, Stacked Area Chart 3. Map and Pie Chart Now, these visualizations can be simple or complex, however, the visualizations aim to present the data in such a way. that give you more information in context that would otherwise be difficult to discern from simple data files. Next we have data sets, now we know that a data set is nothing but a collection of data or information in the form of spreadsheets. Now power bi can leverage this data to create visualizations.
It can be a single data set or a combination of many different sources that can be filtered and combined to provide a different data set or put together, for example, you can bring together data from many different sources, such as different database fields, an Excel table and online results from some email campaign to create your data set. That said, you may want to filter your data before incorporating it. Power Bi filtering allows you to focus on the data that really matters. With your data set ready, you can now create visualizations and display different parts of the data set up in different ways and with this you will get insights, then you will have reports, now a collection. of visualizations that appear together on one or more pages is a report in power bi in a collection of elements, these reports are combined to form a workbook and they are all related to each other.
You can create visualizations on several different pages if necessary and organize them in a way that best suits your interests. What you see on your screen is an image of a sample report. Next, you have panels. Now the Power Bi dashboard is a single page interface. It is often called a canvas and uses visualizations to tell a story. The difference between a report and a dashboard can be confusing. This is because it is limited to one page. A well-designed dashboard contains only the most important elements of your story or report. The visualizations that you see in your dashboard are called tiles and they are anchored to the dashboard from the reports so in a way you can see that your dashboard is a compressed version of the large reports that you are going to present now because it is limited to a single page .
A well-designed dashboard contains only the most important things. elements of that story, the visualizations you see in the dashboard are called tiles and are pinned to the dashboard from reports in power bi. A tile is a single visualization found in your report or on a dashboard, it is the rectangular box that contains each individual visual now. bi gives you the freedom to move or arrange tiles so you can present data the way you want, even while creating a report or dashboard, you can make tiles larger, change their height or width, and snap them to other tiles in any moment. any way you want, so this was all about power bi, which are building blocks.
Now I'm going to take this far bi tutorial one step further with a demonstration of how to create a simple report using power bi. Microsoft power bi is a set of business analytics tools that help you create and share intuitive and actionable reports for business insights and now I'm going to show you how you can put your data to work with power bi, we'll go over the basics of data visualizations and dashboards and we will see how to create and modify data visualizations, we will also see how to join data from multiple sources and create a dashboard report to share with our colleagues, so what we will cover today in the first part will be how to get started using it, in the second part.
We will talk about how to join data from multiple sources and in the third part we will talk about how to create and share a dashboard and at the end we will have a demo, so in the first part, to start in this section, we will learn how to install the application. we will talk about importing data from excel to power bi we will create and modify a simple visualization and save our report and publish it to the power bi service now let's talk first about installing the laptop app what you want to do is go to the HTTP application with colon and forward slash dot RB I dot-com here, you will log in with your credentials, run a simple wizard to install the application, then look for the download icon.
It's here, it's an arrow pointing down with a line underneath, so run that wizard. and power bi will be ready to start and will start automatically the first time you run it. When you run it, you will get this Start screen which is black and yellow and you will have access to forums, power bi blog, various. tutorials as well as some videos that you can watch and learn, but you don't need any of those videos because you have this video, so let's move on. You can also access the data fetch feature here from this screen if you decide you never want to see it again, you will see a checkbox at the yellow bottom of the screen that says show this page on startup, just uncheck that box and never You'll see it more when you run the app, so you can see it next.
If you want to install some data after you have installed the app, you will go to the Get Data button and you can extract data depending on what you are using. You may be using Excel data like me. We'll continue with this demonstration, or you may be using data from an example of a sequel server database or an Access database. The options you have for extracting data are a lot, so there are many data sets available and we will stick with excel for my demo, but keep in mind that you can extract data from many different places, so after you have Once you have selected which data you are going to use, you will be given the option to select the exact data set in the navigation window. what you want to extract, you will check a box, for example, here we have this box checked and then you will have the option to load the data or edit it in the query editor where you probably want to edit the data. the query editor just to make sure you'll get exactly what you want.
Once you have entered the data you want, you will see that the data up here as a list of fields on the right side of the application like You can see here in the sample data that we have a quote: the day of delivery of the commercial equipment, but what you got will appear in the field list and you can use that data in the field list to create your visualizations. Let's start here by creating a simple visualization. This is a very simple visual. It is simply a column chart with a number. Therefore, there is a column.
Here is the budget field we entered. Drag any field you want from your data. There is no strict rule. to it and do a visualization, you'll end up with a column chart like this. You can also see that there are a variety of charts available there and then in the display box you will be able to make modifications and,like I said, Here's a bar chart, but you'll be able to create pie charts, column charts, line charts, and a variety of other visualizations in Power Bi. There are also a variety of modifications available for visualizations. Here we have highlighted where you can click on the bottom right corner of the visualization and drag it up to enlarge or reduce the visualization; for example, you may want to make it smaller because you may want to place more than one visualization on the canvas there or you may want to make it larger. so it can take up the entire canvas so you can drag around the corners of the visualization to make it the size you want the format power bi saves reports in says dot p bi file X this is not the best way to share a report but it is definitely the best way to save your work.
If you're in the middle of something, you can go ahead and save your report as a point P bi you are saving it and that way you can come back to it later if you are in the middle of creating a power bi report now, if you want to share the results with someone, the best way to do it is to publish it. the power bi service and you will be able to do that using the publish button which is the ribbon and that button is on the Home tab on the far right, we have highlighted it on the slide there and then when the publish is completed you will be provided with a link you can click to view your workbook or report.
This will be on your Power Bi website and you'll probably want to do this just to make sure it looks as good as you wanted it to. in your tool then this is the power bi dot-com interface, the power bi dot-com interface is changed from time to time, that is also the reason for this particular tutorial because it is recently updated in 2019, it is a service in the cloud and when new features arrive you might see things in a slightly different place, for example the search bar here, I think it's slightly different now, but the gist is what we want and you'll be able to use that search bar.
Search Once you have published many reports and many data sets available in your workspace, you can easily find them using the search bar or you can use the functionality to define your recent reports, as well as when you will be able to manipulate and share them. Using the power bi dot-com interface, now we are going to get into the second part which uses multiple data sets, so now we will use multiple data sets and join them together in this section, we will talk about how to add data from other sources that are join the data. from multiple sources, creating more interactive visualizations and updating the post data in the power bi dot-com web service, so here we are going to get additional data now to get additional data, do the same thing you did before you got your first data. set up and it's actually not much different than how you did it, you just have some data that you're working with, you're going to go to the Get Data button, you're going to hit it and our demo is going to use Excel, but remember you can enter. data from a variety of sources, it's also good to keep in mind that they don't all have to be the same source.
You could be using some data from an Excel spreadsheet, some data from, for example, a sequel service query, or from another database query. you can bring them all together in power bi, create relationships and manipulate that data and create some great visualizations here just like you did before, you'll select the data you want to load and you'll probably want to edit your query before loading it just like you did before so each time you load queries you want to make sure you have the data you want and that your data is in the format you want before you extract it in power bi it will load the data you have selected and there may be relationships in that data for example here we have some data actuals and some budget information that we are loading into sample data, but you know that you can have two different tables that you are ingesting and they both have a month column, for example, in power bi the tool is smart enough to detect the relationship and join the data, if it didn't automatically detect your relationship, you will be able to create it manually, but in my experience most of the time it does it on its own, so I want to introduce here the modeling tab which is right next to the Home tab . and with the modeling tab, what you can do is change a few things with the format of your data; you may want for example to sort them in a different way then power bi has already sorted your data and you may want to change the format it knows if there is a number you want to change to a currency or maybe you have accidentally formatted some numbers as text and then it's important to notice that you can't do any calculations because of

course

you can't do calculations with text and your problem. then it is formatted as text, you can easily go to the modeling tab and change the data format to numeric format, so now you have fetched data from multiple sources and want to create some new visualizations, keeping in mind that the view of canvas here is what we have highlighted on the slide that is at the top of the three icons that you see there at the top, you have the canvas view below which is the modeling tab that we just talked about and then also there is the relationship view and we will talk about this as well and in the demo you will be able to create visualizations using all the sources of your data and whatever you are using you will be able to create visualizations with all your data. combined and that's one of the really powerful aspects of power bi, as you create visualizations with your multiple data sources, you'll be able to modify them like you did before you can use the visualizations handlebars to drag and drop the corners around to make the bigger smaller fits whatever you want.
Also note that you can have more than one canvas page; You certainly don't need to group all your visualizations on a single page if you've used Excel before, it's like making a new sheet. You will see at the bottom of the page a small plus sign and you can create a second, third and fourth canvas page and add more visualizations in the same report by using multiple canvas pages and making a couple of visualizations. with power bi and here what I want to highlight is the fact that you can change the colors in your report to highlight certain things, for example here we've added some black to the columns and power bi actually gives you really strong granular control.
Additionally, you know what your charts look like, for example, on a pie chart, you would even have the granular control to change the color of a portion of the chart, so you really have strong control over what your visualizations look like right now. Once you're done fetching data from multiple sources, you're probably ready to publish now, whether you're posting just for the first time or posting again, it's just as easy: just go to the publish button found on the Home tab Now if this is your first time post, just post it and then click the link to check it out.
If it's your second post, you'll have the option to say overwrite a previous post or rename it and publish. do it again as something else, you will get this Vizard opening which will give you the option to go to your published report, you will access the power bi dot coms interface and you will see it, with that we are going to move on to the third part, now this is the creation. and sharing dashboards in the section we will talk about creating a dashboard and we will talk about how to pin visualizations to that dashboard, we will talk about how to modify the dashboard and we will talk about sharing that dashboard with your colleagues, clients or business partners.
So obviously you might be asking a logical question: what exactly is it? Well, most of you probably don't have a water control panel, but what exactly is it? At this point, it might be helpful to make a distinguishing feature between data source reports and dashboards. know what are our data sources, those are our excel spreadsheets, sequel server queries or other data driven queries, when we have extracted numbers and text instead of other data types, then we create a report on top of it using power bi now, once we have created it. visualizations of that data, a dashboard is a really important aspect, it is really just a type of report and what it is is that the visualizations of other power bi reports are displayed in a specific place that can be updated in real time so that your business partners and your business decision makers, your clients and your colleagues, and you look at the dashboard and you instantly get the information that you need to make those important business decisions, basically if you put together all your power bi reports regarding that particular decision and the placed on a single canvas.
When you have a dashboard, it is a compact form of your entire report. So how do you create a dashboard? The easiest way to create a dashboard is to simply click on the pin icon that you will see on your screen and then it will give you the option to create a dashboard you will also see it like we show you on the screen here, there is a plus sign next to the word panels in power bi interface. It will also create a new panel there once you have created that panel. you can continue pinning visualizations here we go, there's that pin icon there and you'll be able to click on it and attach visualizations to your dashboard and once you've done that you'll be able to move them around and make it look like how you want it to look eventually, of course, you will have to share the panel with whoever needs to see it.
The pin icon will ask you which panel you want to pin it to. Do you want to anchor it to an existence? - boring or a new dashboard, if you need a new one, go ahead and select it, but know you're creating one dashboard at a time and you'll probably be stuck with your existing dashboard for a few views, at least you'll be able to see the new one. panel with your visualizations, of course, and you want to see it before you share it just to make sure it looks the way you wanted to go ahead and click and share it and send it to some of your colleagues.
You can modify your panel at any time and you will be able to click on the corners of your visualizations to enlarge or reduce them just as you would like now. You won't have the degree of freedom you had with the canvas, although there are certain size settings for these visualizations. They can be very large, but you can't choose exactly how big you want them, like you can on the canvas when you're in web view, the predefined sizes is what they're called when you're finally ready to share your dashboard. Go ahead and click the share icon to type in the names or email addresses of the people you want to share it with if you are in a circumstance where you have an internal account and you know the global list of addresses that you have.
You could just type names from that or if you're sharing externally you might need to use email addresses, you'll type them in and go ahead and click Share. You'll notice that you have a few options here and you can also allow recipients. to share your dashboard and generally you want to send an email notification when you share something with them so they know it's shared with them and they can access it. There is an option you can also check. You can also share your dashboard once again by simply copying and pasting the URL once you have clicked the share button and added the person's email address or name and share it with them even if they lose the link or forget, they never will.
If you have to go through that process again, you'll actually just be able to copy that URL and paste it and they'll be able to see your dashboard. In addition, a QR code is also generated for each report for the same purpose and the first thing we need. What you need to do is install Power Beer, for that you need to go to the official Power Beers website, which is Bobby. I have microsoft.com. I need you to directly download the option here. Let me show you how it's done, so here you have the option. from power bi desktop, so first what we need to do is create our reports, then we want to create a final dashboard that has all of these inside, so what we will do is create a report for each of the insights in the power bi desktop, so here just click on the download option and it will automatically start the dog, so once you have downloaded this file then you need to install it, it is a very easy installation step, this is how your power bi would look like. when it's logged in, one thing I'd like to recommend is that you sign it, if you didn't create a sign, definitely make sure you create a login outside of your desktop so that once you've success

full

y logged in and you get this notification here from your username as well, so let me give you a simple overview regarding how energy beer works and then we get started with our session.
Now you first have a simple workspace which is the first workspace you are in. See is the space ofreport work. This is the workspace where you will create the different visual elements and also create the different reports. Then you have the data workspace, so when you load data, any data you're working with will be visible. here all the modifications you want to make regarding the data can be done here and finally you have the relational workspace. Now relational workspace is one of the useful workspaces when you work with multiple tables. This also helps you establish As the plan is the different relationships between the multiple tables, today I will discuss all the charts you need to create effective reports in Power Bi Desktop.
This session will take you through the various charts of Power Bi Desktop and most importantly, when is it more? appropriate to use them, we will go in order with which these graphics are present in the desktop application, so without further ado, let's get started. First of all, this is my data set. I think I already imported the objects into my model. I have to explain where this data set comes from because it looks pretty gory with all the bombs and guns. I assure you this is not real life data so I hope most of you have heard about it if you haven't played the Counter Strike Geo game for those.
Who does not? It's one of those first-person shooter games where you kill a group of friends. It's fantastic, fun and clean, but the best thing is that all the data you have generated in the game is available. Through an API, I acquired these data sets using various player tags and it has a complete history of how many minutes I've played, what weapons I've been using, what maps I've been playing, how many I've killed, how often I've been. I took all this great data and thought it would make a great demo, so let's start with the graphs.
First of all, I'll create a basic bar chart or column chart with this, for that you can use any of these. stacked bar charts column charts any of these wouldn't really matter because we're just using one case this is basically because I want to show you what you can do and how you can transform these charts into their most effective form so let's take a column photo now. I'll use this other data set that I also got from CSG. Oh, it's a single player data set that has twenty players. Tells The Kills. How many times have they been shot?
The latitude and longitude from where I've been playing, etcetera, etcetera, so it's pretty simple, really all you have to do is drag a column and drop it here on the field. What you can also do is drag the same column tab and drop it directly onto your chart. Now there are a lot of cool things you can do with it, for example I would like to change the color saturation according to the number of absolute kills so that green is good and red is bad, as you can see this player is number 20 despite having the best KD ratio doesn't necessarily have the absolute best number of kills, so you can do a lot of interesting things like this with the power bi.
Let's move on to our basic stacked and grouped shots. Now this complete column offers you bar and column charts. They are of two types, mainly one is the stacked graph and the other is the grouped graph. Now I will show you the difference between the two. First of all, I am taking the stacked graph. I'm making a bad attempt here, as you can see. it is horizontal rather than vertical on the axis which I will take regardless of whether the bomb is placed or not. It's a common axis, so it's basically in a true-false situation in the legend.
I'll take the type of weapon, so the legend is where. you can specify a lot of color for each category and the value. Obviously I'll be putting in a count and there you have it, as you can see, the rifle has been used the most immediately, followed by the pistol now, if I had to represent. the same data using a grouped chart, this is how it will look like. I will use a clustered column chart here and drag and drop the same data as I did for the previous chart. So basically you use both charts when we compare different cases depending on the same two parameters.
Statistical shots are where you compare things as parts of a whole, but a grouped chart is where you do the same thing but on separate bars, so with that, Continue next, we have our line and area charts, so these are the Charts usually show growth, but you can also use an area chart to show volume in some cases. Here I will find out the tick rate by plotting the tick against the second in on the axis we will take the second stab and in the values ​​we will take the tick count, so for those who have doubts, the tick rate is basically the number of times that The game updates in a second for people who play competitive games. the tick rate would be 128 as we can see if we calculate the slope of this graph it is one twenty eight point four eight right here we can plug the same using an area graph as you can see the graph looks similar but it gives us an idea. of the shaded area below gives us an idea of ​​the volume, so let's move on to our next chart, so here I will use a combination, as the name suggests, it is a combination between the bar chart and the line chart, and you can use it as same way we did it in the previous charts, so on the actions axis, I will lower the players in the column values.
I'll put in the KD ratio or we'll just put in the absolute number of deaths and the line. Values ​​I'll put in the KD ratio, as you can see it's quite similar to what we had inferred in our column chart. Another interesting graph here is the tape shot, which is like an area graph but it shows data with respect to the maximum measure, so Let's try that as well now in this I will be plotting, let's say the weapons used in the number of rounds, like this Let's take the round to the common axis, categorize the colors according to the type of weapon and then bring in the count. weapons to values ​​see how intuitive this is because when I just dragged the weapons value into the value field but the count selects itself so there we have it we have the combination chart and the tape, as you can see.
As we had inferred before, the rifle has been used more and just by tapping on each of these colors or any part of the graph you can find the absolute information about the bar. Below we have another one of our very common shots that you have had. You've all probably seen this one before. It is a pie chart. It is a large circle cut into pieces. I can not lose it. A donut chart is essentially the same, except it has a smaller circle cut out of the middle, turning the filled pie chart into a. Hollow donut is primarily a visual preference, but there is a key difference between the two.
Let's start with the pie chart in the legend I will put the weapon and in the values ​​I will also put the weapon count. Do the same thing with a pie chart and zoom in so it looks better, so now go ahead and look at the pie chart. Notice how he looks at it. Your eyes will likely go straight to the center, at least at first when you see the pie chart. in its entirety because the pie charts are filled to the center and here is a Donut Chuck because the donut charts are hollow, there is no center point to attract your attention, so when your eyes go, if you like most of people, your eyes travel around the circumference of this. donut chart, you judge each piece according to its length, as a result you can also think of a donut chart as a stacked bar chart that has been wrapped around itself, so we essentially use donut charts for readability and pie charts for percentage breakdowns, so next we have the tree maps which serve the same purpose, but according to the hierarchy, let's plot the same thing, let's just plot the weapon type, there we go, let's move on to the bi maps , now we can use multiple maps here.
The fill maps here are where you can show data density in certain states, but we'll use the regular map because we honestly don't have that much data, so we'll plot where the players are coming from. Data level in latitude longitude longitude for that you will have to categorize the latitude and longitude as latitude and longitude in the data view so that we can also do many other things with it like resize based on the count, we can resize the bubbles as you can see wherever there is a concentration of more players, you can see that the bubble is bigger.
You can also change the color saturation. Let's change the color saturation according to the absolute k/d ratio. Then you can see that green is good and red is bad again. you can do something really similar with another tool here, which is the ArcGIS map, the latitude, the release guy sighs, we'll agree with the count and the color could be according to, say, absolute kilts, here we go, you can also change the colors. if you want, if you go to this format tab here, the background border lock aspect, a bunch of different things, another thing worth noting is that here msbi uses the Bings map engine, so It is very precise, which is why it also takes some time to plot below. they have funnel charts so basically this shows the stages and progress this is really cool change the color saturation while I'm here let me also explain to you slicer basically a slicer divides the data according to how you need them, based on a certain field, let's say and By dividing the data according to the absolute number of deaths, here you can control the display of data from both sides.
You can see the absolute number of deaths in each bar between the sixty-first and the hundred-fourth, that's basically how a slicer works. you can use it on maps, your pie charts, you can basically use it on any other chart you want, so now with the visualizations that we've used so far, these have been visualizations that are used to compare values ​​in different fields but to create power. Bi reports sometimes you just want to show a single metric so you can track it as it changes over time, so here are a few different images that do that, so gauges are great if you want to show progress towards a particular target, as by default. you can always see double the amount shown here, but obviously you can change it here, you can go, you can change the data labels, you can change the indicator axis, you can change the call value, the lock aspect, a bunch of different things.
You can also add other fillies here as minimum maximum or the target, so another thing we can use is the card. This here you can also use a multi-level card. This is a single row card, so this is the card. it only displays the number representation as text by default, we use units to trim the number, but we can also use the format tab to change the way it displays the number, so you can do a lot of really clever things with it, How can you use the measurement? and ask msbi to return a moving string so that all these numbers lend themselves to showing the KPIs where you got a particular value and a goal you are working towards.
The best thing about this KPI is that it also shows you an indicator and a number. as a trend over a period of time, you can monitor your targets here again, go back to the format tab, there is the targets bar, here is the target in distance, you can monitor the trend axis, you can change the indicator and how it displays the units and and so on now, along with these charts, power bi also has some tabular visualizations to see your data example. I bring the table here and I'll start adding fields. See, you can continue adding whatever tables you want.
You can continue adding as many fields as you want and we will continue to give you a total. Similarly, you have the arrays here now. I'll create a very simple 2 by 2 matrix, let's say the rows could be the arms and the columns. could be the weapon types and the values ​​could be, nothing to notice here is that when you add another field you don't get repeated values, therefore you get the absolute total of both sides, with that we only have one last left image Only I would like to address this topic as it deserves its own session now.
If you are into data science, you may be familiar with something called R. This is a very common application used to perform deep analysis and statistics. a great visualization platform so msbi allows us to integrate with R which basically means you can transfer your power bi file to our visual to run and bring it back to the desktop and use it like any other chart. This session will respond to everyone. You have questions about KPIs and Power Bi Desktop, so before we get started, let's take a quick look at theoutline of this tutorial. Today we will discuss what is KPI, next, when to use KPI, third, what do you need for KPI and finally, how to use KPI visualizations in Power Bi Desktop, so without much ado, let's get started.
Many of you may be wondering what KP is. So a KPI or key performance indicator is a visual cue that communicates the amount of progress you have made. performed towards a given objective, it basically demonstrates how effectively a company is achieving key business objectives, so organizations use this KPI at multiple levels to evaluate their success in achieving objectives both internally and externally, so the High level KPIs can be a focus on changing the overall performance of the company, while low level KPIs can focus on internal things, such as employees in departments like sales marketing, etc., so this is a question really important: when to use a KPI, so the KPI is mainly the answer to questions II: what am I ahead or behind on this specifically? refers to a number that is your target and secondly how far ahead or behind am I, so this represents a trend that is related to the target as a KPI is based on a specific measure and is designed to help you evaluate a current value and status. of the metric, so when we ask if you would need a KPI, it basically requires a base measure that is evaluated as a value and a target measure, it also requires a threshold or a goal against which the target is set, so currently KPI data is set in power bi needs to contain goal values ​​for a KPI, so if your data set does not contain any, don't worry, you can create goals by adding an excel sheet with goals to your data model or in a PPI X file, so this is the next segment.
I'm sure most of you were waiting for this until now, so how would you use your KPI visualization? For that we need to open our Power Bi desktop and we will create a KPI that measures the progress we have made towards a With a certain goal, many people will start directly with the KPI, but I personally find it more comfortable to start with a column chart and then change it to a KPI, so before we start, let's import some data here. I have an Excel sheet with the appropriate KPI. data, this is what the preview of my data looks like, we have an actual sales column and a target sales column by month here we have the month from January to December numbered accordingly and here we have the fiscal month for those who don't No I know, the fiscal month is basically months organized according to the financial year of a country, here it is April to March, so I started with one as April and twelve as March, so let's go back to our graphs, like this So, like I said, Let's start with a column chart.
Here we're just going to drag and drop values, like we're going to grab the month and drop it on the chart and then grab it and drop it on the chart. Here we have a graph. Power Bi Desktop is actually smart enough to know which column to take as a parameter, so now let's change it to a KPI. Now this is my KPI icon. Let's use this. Let's select the KPI icon and there We have it now to make it an actual KPI we need to have a goal so let's take the target sales and put it in the goals field so this is what a KPI is supposed to primarily display Here, this is a number I'm ahead of. or behind and this is the trend now, looking at it this way you may not see any problem, but I assure you there is a problem with this, that's why I will have to use the table.
Using the table is as easy as using any other. visualization here we just take the month, drop it the actual sales and target sales by month. I'll go to the format. I'll start here. I'll increase the size a little. We go to the grid and increase the text size. so you can see it correctly, so as you can see, the months are arranged alphabetically, so this needs to be changed, so what I'm going to do is select the month tab here, go up to modeling and here you can see. an option that is sorted by column here, you can change this to fiscal man or month number.
I'll just choose the month number here and then see how our goal has changed. Optionally, you can also format this KPI by choosing this paint roller. icon right here, which are the formatting issues I can now here we have the indicator that controls the indicator display units and decimal places, then we have the trend axis when it is set to the trend axis as shown in the background of the KPI. Have the targets when set on the visual screens, the target and the distance from the target. Next, we have a color code. Let's say your company follows a certain color palette.
This is where you can change the colors to match your color palette. Here you can also choose the address. from your chart, let's say high is good or low is good, for example, if it's something like profits versus waiting time, usually a higher value for profits is better, let's say it's something well as a defaulter chart, then essentially a lower value is better, so it can change. the color settings accordingly your good colors green bad colors red neutral colors yellow so let's go back to our graph now that you know how this tool basically works, you can do some really clever things with it, like create a measure on the model to return a string, so I'm going to call this progress you now youI can see that the progress column has been added here.
What I'm going to do is I'm going to take a card and I'm going to add the progress to its field here, so it's basically going to return the progress this year, so this is a life tile and it's going to keep changing our data set. You can also do many other interesting things, for example instead of a single KPI, you can use multiple KPIs. All you have to do is go to the Home tab here and on the ribbon you can see something. called from the marketplace, click on it, search for something called Power KPI, okay, you can see the icon appears here with other icons in your display panel.
You can use it like you use any other visualization here so you can just drag and drop different values ​​into your values. your axis has to be a certain date, the date doesn't matter, but it can be a period or a month, but it has to have a date, then in your values ​​you can just drop the actual and point, there you go, you can also format it. Using this you can also format using your format panel, like you can go and change your layout, you can change the title, let's say now it says actual and target by month, you can simply rename it to KPI, there are many other options that you can play.
Let's move on to something else, another thing you can do is get a custom KPI from the market again. You can simply go to the KPI option right at the bottom, somewhere you will have something called a KPI indicator. It will take some time. time to load you can also use this like any other visualization in your visualization dashboard so you can use it like you use any other KPI tool here as you can see these have vibrant colors and show the chart in a really nice way with these . points and indicators, what you can also do is go to this format panel and change the chart.
You can go here to General KPI and choose a chart type. Now we have a line chart and then we have a line without a marker where those indicators disappear. Next, we can use a bar chart and you can also choose a band type where increasing value is better. Decreasing value is better or closer is better, like the increase and decrease I explained earlier in KPI chart, closer is better. The option can be used when you are testing medications and chemicals. Here right now we have a raise, it's better. You can change the percentage of bands.
You can change the colors as you did in the previous boxes. Let me get a slicer here. Now I'm going to go to the format panel and in the middle selection I'm going to turn off the single selection so I can choose multiple things in the slicer, as you can see you can use it like any of the charts in your power bi, all three are interacting. In the same way, I think we have covered the KPI, now there is always the ambiguity that arises, so let me pull it from a dashboard in power bi, basically it is a single page where you have all your visualizations against a specific prescriptive requirement now. this dashboard could be with respect to different domains, now let's say if it is HR, then what would happen is you would have the details of the employees, you would have the ratio of employees, you would have the number of employees who have come in. today you would see the number of requests that have reached HR, etc.
Okay, now what you're basically looking at is a marketing dashboard. Now it's basically a business based marketing dashboard by leveraging different opportunities, counting revenue, etc. Next, to be very brief, you can attach just a display page that tells you a story. This story is basically to meet the requirements of the end users, so it is up to the user who is creating this book to customize the story as per his choice. make a surfer with happy ending now if there is always ambiguity as to how a dashboard is different from a report so let's talk about that next as I mentioned earlier a dashboard is basically just a one page canvas that tells you the

full

story that However, you want to know that a report can contain more than a single page.
What happens here is that the report is much more detailed to be more incited and we are more specific about the requirements so let's say if you want to have a complete analysis then you can I would choose a report instead of a dashboard now again when talks about the data sources that a dashboard can take, since a dashboard is a combination of different visual elements, this can basically come from different types of reports, so you can also integrate your data from different sources as well, but when we talk For a loop here, you're primarily working with a single data set that's used specifically for that reporting purpose, so let's say you're going to create a marketing and then take just the marketing data. but let's say when you're looking at organizational data, then you're going to have marketing data, you can have sales finance marketing data, etc., then you have the option to pin now, what do I mean by pin?
Basically it means that you are adding or copying a specific visual now in terms of a panel, you can pin an existing term from a current panel to any Nashville, i.e. if it is already present in the current panel, you can drop it in any other, as? In the case of a report, you have a broader opportunity where you can pin it to any dashboard as such. If you want, you can pin the entire report page to your dashboard. Are they clearly? Well, apart from that, let's see if you want to filter or modify your data to get better insights, what happens is that this cannot be done with respect to a dashboard in your dashboard, the data is already entered, so filter it and Splitting them there would not be possible now when you are working with a report here, basically you can filter your data, you can highlight it, you can split it as per your requirement, you can join your data, you can separate it, you can group it, all this can be done in another level of report , like when it's a panel level? basically it cannot be overcome, so you achieved this filtering split at the report level, it will definitely be applicable, but however, it cannot be implemented directly in, then you have the option of alerts, that is, when a certain condition is met , then you can get an alert that this could be in your files app, which is the power of your mobile app, you could get a notification or let's say this could come to you as an email so this again can be set in the dashboard , so let's say that you When comparing multiple parameters, let's say at a given time your sales and profit values ​​changed and fell below a certain value, then what happens is that as a person in the organization, you have to take responsible actions, so this can be very useful when you are monitoring your data in real time as well and in cases where you are working with multiple dashboards to differentiate them with respect to different dashboards you can set them as feature dashboard, now feature dashboards are basically those: modes that are highlighted from the rest however in the case of the report, it cannot be set as such and then from there you can also use the natural language of what exactly ominous language will be seen at the back of the session, but to give you a simple idea or understanding here.
What it basically means is that you can feed your queries directly in English, you don't need to write them to evaluate an SQL statement or anything like that.for this visualization? You can guess guys, okay, yeah, I definitely need the category, so let me put it in the category I need. my sales I need my profits and finally let me also enter the order date, but here what I do is on my order date. I'm going to stay here instead of months, this will help me understand how different product categories perform throughout the year, so what I do is vary a little bit, let me take a line chart, so here what happens is that you can see the status of two things regarding furniture, office supplies and technologies, the relationship between sales and profits, okay, so let me see this in full screen.
Now what happens is you have the option to go to the next level of hierarchy, so if you just click on this, what happens is it becomes sales and profits here, okay, so you have sales profits per year , so these were our profit distribution sales. but when you exit, what happens is the profits made by each of the categories are okay, now I'm just going to reduce this, so what I'm going to do is I'm just going to delete the categories from here and then it becomes a sale. profit ratio, okay, what are the sales and profits made in different years?
Here what you can do is filter it so that we want to filter by level. What I'm going to do is include the categories, so this will basically help. I identify the sales and profits made in each year, so let's say just for furniture, this is the relationship between sales and profits made in each year, so Dylan 12 2013 14 and 50 is fine, similarly with respect to office supplies, you get a number, let's say furniture. and office supplies, so this is a different number and you can work it out for them, so this will give you an idea regarding all three categories at the same time.
You can also compare multiple categories together. Well, this instead of applying it. directly to the visual can be added as a filter to your visual, so with this we have achieved the four main insights that we are trying to achieve and at the beginning of the session and we have created several reports for this, now it is time for You may want to create our panel before that, what you need to do is save this file, so let me save it, so let me call it my first panel, okay, here, when I save it, it will be saved in the form of a dot.
P bi ? What you need to do is publish, so this is one of the main reasons why I mentioned that you need to sign up for Power Bi. Okay, because this is going to go to the Power Bi service, which is a browser-based online interface. and that's where we want to create our dashboard once you click publish so you can see it's publishing to my power bi service. Well here I used Dipti notification which posted it successfully in my power beer and click open power bi but then you can see here that the browser is opening this report so you can see here that it has been opened and requested different pages for a report.
Now let's say if you want to edit this report, you can do it in Power Bi service. It's fun, so just click edit. reports and you almost have saved functions present here as you had power on power bi desktop, but again what I need you to understand is that you cannot manipulate the data associated with this report to do so, you need to work on your barware desktop, not the service power bi ok so let's say I delete this so that this is a profit region with respect to all this was the falafel representation that we had created first, so this also has a next level of hierarchy if you see well, so what What's happening here is that you're looking at all of the United States earnings instead of the individual states, so if you go to the top view, it basically becomes this, so the Internet would be useful when you're working with different countries.
Okay, so we set a filter here so that the country is just the United States, okay now, if I remove this, then it becomes a mess, so if I do that, it turns out to be a representation at the global level, so at that point it becomes a little difficult for you to identify which one and at that moment what. What happens is that you need to see the bigger picture here to be able to drill down into your problem report and then what happens is that it becomes a representation in terms of a global scale, so before what was represented as individual states now it is converted with respect to different countries.
So now it's time for us to start by creating our first panel. Well, you have the option here to report, then you have the option to work, so you can work with multiple workspaces. Well, by default you will work in my workspace and below. First of all, you have what I had created previously and the current report I was working with, which is my first dashboard, so you can also load an Excel workbook here in case you want to use a lower workbook for different visualizations and , apart from you have the data sets associated with the different reports as well Presidium ok now let me show you how to create a dashboard now creating a dashboard is quite easy all you need to do is just click on the visual option pin ok and you will will ask if you need to pin an existing panel or create a new panel, but since there are no existing panels, I will create a new panel.
I'll call it my first panel and help you out. Similarly, I take the performance of my state. pin it to my control panel. The segment performance also goes to my first dashboard so I can see it here by default. It shows me that there is a control panel present, so when you work with multiple control panels you can select it accordingly. I could have been allowed to take the revenue generated as well. I'm going to pin it there, so with this we've pinned all the visuals that we've created on our dashboard, so let me show you what the dashboard would look like so here you can see that there's now an entry for my first dashboard.
If you click on that, you will have all the complete visual elements that you created as part of your dashboard, this is what a dashboard would look like in a web view, but let's say if you want to see it in terms of a phone, that is, if in the app how it would look like, so do the same thing, just select it, change it here so that this is how it looks like in the phone app, so you can radiate with respect to how the screen size is set on your phone and everything would enlarge the image , but no, why?
Okay, let's go back to the web view now, let's say if you want to set it as a feature, then you will have the option to offset as a feature, so if you say as a feature, this becomes your feature. panel as such ok then you have the option to bookmark the panel so when you work with multiple panels you will find it easy to manage it and then you will have the option to share your panel now, to do that you need to update your an account to power bi pro with whiskey would cost you only $10 a month.
Ok, they also have a 30 day trial period, but since I completed mine, I am currently disabled, so once you do, you can always share this report with anyone. That's good now, let's see if you want to review all of this too. It's pretty simple, it's just a drag and drop operation, so let me show you one of the most unique features that the Power Bi dashboard allows you, it's basically your power. reactivity, so let's say if you want to have some idea regarding your data, let me ask you which state has the highest sales. So maybe the Bridge state is bringing me the highest sales, so it comes from England and consequently it has given me a wish with respect to all the states, that is, it is giving me the maximum first and then Consequently, it keeps sending it down, ok, so let's say which state has the highest profit, let's see with respect to the profits, so let's say profits, ok, now again you can see that it is changing here, so it is England again here, but the values ​​have changed, ok, so if I say earnings and sales, now it has completely changed, it is giving me a scatterplot, ok, but this is slightly different from this category that I have created, this is on a global scale. and this is basically an idea that is achieved through the question and answer feature of Barbie Eyes, so for any dashboard you create you can use power vs Q and a learning feature, you can simply place queries in the browser in power bi to create data that and To give you a complete overview, today we are going to analyze two of the most talked about tools in the business intelligence and data visualization market.
Yes, I am talking about Power Bi and Tableau, but before we get into the details of these two tools, let's quickly discuss. A look at today's agenda as we always do in all my sessions when I would discuss these two tools based on these parameters i.e. visualization, cost of ownership, integration, data management and finally functional comparison. Now, for functional comparison, I have again noted a few. parameters and we would also discuss these two tools based on those parameters, so let's not waste time and start with this visualization of the discussion round. Well, it completely comes down to your preferences, so let's take a look at these two tools one by one. -First, now we have power bi.
If you are looking for something called custom images, then power bi is a clear winner, because it has opened up its SDK for visualization and that has given you more custom images, plus it has great drag and drop features, it has good data import capabilities, it is so if you are looking for custom images sometime, Fabia is a winner here as far as tablets go, it gives you pure viewing if you have someone who likes the selected approach or more. It's a clean kind of approach, you can always go with Tableau. Because? Because it would allow you to create drill-down functions and give you incredible visualizations.
As far as visualization is concerned. Yes if you ask me my opinion I would say Tableau is a clear winner next we have cost so when we look at cost we have to consider something called upfront cost now if you ask about upfront costs power bi wins why because it is much cheaper compared to Tableau if you compare the following user. The cost if you compare the cost of the web user, the server node, Power Bi is a winner here, but this is not the only cost you need to consider. When you talk about business intelligence, you have to consider other costs that can be considered in the long term.
So are there other parameters that we can consider in the long term and do they cost? Yeah, definitely, and if you compare those parameters, like labor costs, total delivery cost, and all those things, this is where I feel like Tableau is or has a little more head on it compared to power bi. Why because in the long run and many compare your labor costs, your total cost of use and all those things, even though your initial cost is higher, Tableau gives you a more affordable type of software when you look at it from a long-term perspective? ownership perspective, so if you ask my opinion again, I would use the longer option and for now, Tableau is also a winner here, third on this list, we have integration, now integration again, it comes down to a perspective as individual as If we factor it out, this is because these two have completely different functionalities.
If you take a look at power bi, it gives you great integration capabilities. It acts more like a Swiss army knife, that is, it easily integrates with various other tools. It is now a Microsoft product. There are several other Microsoft products in the market that are used by various companies and since Power Bi allows you to integrate with these two tools, it has a sort of advantage over Tableau because it can integrate with various tools such as Excel SharePoint reporting services and all those things. overall when you talk about integration capabilities yes power bi gives you a lot more options on the other hand it requires more of a scalpel type approach or a surgeon type approach where if you are dealing with a particular defined type of Yes If you have a problem or need a more curated type of approach then you should go for Tableau which gives you elegant and clean visualizations but if your main goal is integration then yes Tableau is a great tool but Power Bi has to win here , so if you ask me.
My word, yes I would go for power bi, definitely next we have something called data management. Now when you talk about data management, you have to talk about data configuration, data modeling, data analysis and all those things, let's take a look at those using data configuration. power bi big box iswell but power bi is great because it has something called query editor which uses M language and basically it allows you to do a lot of things easily and you don't have to worry about switching to excel from time to time because its power bi takes care of it there and there, so yeah, it helps you and if you ask about Tableau, even people who use the download complain saying there's too much back and forth between Excel and Tableau if there was a solution for it.
It would have been a lot better so when you talk about shaping the data, power bi again wins the data modeling, power bi to win your power pivot and DAX and that SQL framework basically that it has definitely gives it an advantage when you go back to talk about data modeling analysis. power bi why because it's probably very fast yes it doesn't have a screen or focus select like box but it does general data management if it asked me for my vote someday power bi next in this list we have something called functional parameters so, what are those parameters?
When these are some of the parameters that I went ahead and wrote down, we have the year of establishment. Now Tableau had a big advantage here because it started 10 years before Power Bi, but Power Bi is catching up, but if you talk. about the general organizational approach for a data visualization tool, Tableau has more experience compared to power bi, but fabia is definitely catching up with applications now, as I already mentioned, custom visualizations or a more open source approach is what you are looking for. power bi is your thing. Clean and curated approach Tableau, so if you need something like custom visual dashboards, you can opt for ad-hoc power bi analysis and longer operations related to displaying data from Tableau users.
As far as my personal experience goes, Tableau is a bit difficult to learn. When you compare it to power bi, power bi is much easier to learn and is for broader applications given the integration capabilities it has, but that is a personal opinion. I don't want to get you into that because people who have used tables more may find Tableau easier to use, so that comes down to your preferences. If you ask me, I like Power Bi the most when you talk about ease of use. I have also had different opinions from people so best days and you are the one to decide on those things support tab Levin clearly said it has better support compared to power P AK scalability good power bi is good but Tableau is great if you talk about applications in the longest and best scaling Tableau has to recover their infrastructure again they both take a completely different approach: their power bi gives you a SaaS type of approach which is software as a service, while Tableau gives you a type of more flexible approach where you can choose whether it is free or not but basically it is a more flexible approach so these are the parameters that I felt we should have discussed there quite a few other parameters where you can compare these two tools and as I already mentioned that these two tools are very close together or very close to each other, these are two of the most talked about tools or the most popular tools when it comes to business intelligence and it would be unfair to say that this is a clear winner or that it is a clear winner, it really comes down to your preferences, the best way to decide is to go ahead and use these two tools, which are available to you and very easy to learn, so you can choose them and they sell them on your own.
Which tool is good for you? Great for you and that will also depend on the problem. statements you have or need to resolve when it comes to this video. I just wanted to give you a picture of how these two tools work based on these parameters. I welcome everyone to today's webinar on power bi interview questions. the idea is for the next 1 hour or so the idea is to guide you through some of the most frequently asked interview questions in power bi, so we will focus on a lot of conceptual topics, a lot of theoretical questions and a lot of practical questions and the idea is not only walking you through the questions but also walking you through a very, very good demonstration and just giving you a very good approach, an idea on how to answer some other questions, okay, so I'll do that.
Try to connect many of these questions to real-life scenarios so that the next time you are asked a question in your interview you are not only giving a theoretical answer, but you can also connect with practical examples and use them. cases and things like that, so we're going to try to make it as broad as possible and obviously the idea here is that we've selected a very limited set of questions, but it's pretty good and some of the most important questions that we have chosen for this webinar specific, so first of all, you've broken it down into some general subtopics.
First, I'll focus on some general power equations and obviously what self-service business diligence is. Needless to say, bi power. The fact is that power bi is one of the most popular SS BI tools on the market today and any of you who have worked on other AI tools coming from the world of Tableau or Clicks Ends or Spotfire can also relate to this, so If you ask them a question, what is bi self-service? I think the first approach to take is to explain what SSB is. Well, now any of you, like I said, if you come from the world of traditional commercial television, right? in tools like SSRS Cognos, if you come from the msbi world or if you use Business Objects, you've usually used tools that aren't exactly designed for end users, so essentially creating reports or creating any kind of project used to take a lot of time.
Obviously for developers it's a very easy tool to use, but if you think about the end users, at the end of the day, if you think about the business users or the end users or you know non-technical people would find it very, very difficult to use something. for example a visual studio to develop honest SPSS reports, okay that is the traditional BI world where the development cycles were long and there is a big hurdle so if business users want answers to certain questions let's say yes A mutual fund manager wants to know how. Has my fund performed for the last 10 years with a very simple line chart that the mutual fund manager has to go back and rely on his internal IT team to go back and build that chart for him?
It could be a very simple line chart, but as I say the mission fund manager may not be as versed in a traditional bi tool as a clearance needed, so it will be up to the internal IT team and that way the The overall process will be quite slow because the IT team will have their own requirements elicitation process, they will have their own software development framework that they follow and probably a very simple activity that ideally would have taken less than 10 seconds to build directly in a paper line graph, it is very simple but then it could easily take 2-3 weeks depending on many factors, so this is exactly where self-service bi comes in and self-service bi is an approach to data analysis which allows business users to filter segments and analyze their data and this is the key where The key is to really focus on the business users and you can say business users or end users, customers, so essentially non-technical people who are the real consumers Of this particular tool, what is the benefit of using it? you just compare it with this scenario, i just talked about this a while ago, here the mutual fund manager can directly use a tool called power bi and can directly connect with the data, you can directly build the line chart by yourself, It's okay, obviously, the development.
The cycle would be much faster and the business user would be happier because you know you have control of your data, you have control of exactly what you are seeing, and you are not dependent on any external equipment. Well, it's a win-win approach. get closer to the cost, the end user is happy, the IT team is also happy because sometimes what happens in traditional bi projects, especially if there is a requirement involved, they are usually requirements gathering phases, as we have all found , there are so many iterations that take place directly. In requirements gathering, you do one phase of requirements gathering and then something fails, something is lost and you go back, you build a product and if the customer is not satisfied with the products, you go back and build it again, you bypass it for That these kinds of problems can arise, especially in traditional approaches, but that is something that is completely out of place in an SSB I approach because the business user themselves is creating the report and there is no question about the dependency and whatever they want. that they are creating.
Basically, it is a win-win situation and like I said, it is a very easy process and anyone who has a basic understanding of data can create reports to create intuitive and shareable reports; Therefore, when answering this question, it is very important to understand it. basic understanding of what the challenges of traditional bi are, what the challenges are of some of the other major e aí tools, and where SS VI fits in. He should be a very smooth dancer, only no, what's SS behind Bobby like a SPI tune? but try to be as broad as possible, try to give context on where SBI is coming from, why is this VI important and what are some of the other tools, remember that power bi is a very small part of the whole picture, the big picture of BI is dominated by our tools like Tableau like Spotify and like sense in the SBI landscape of data visualization and if you talk about SBI in analytics they are also tools like all the tricks that are really revolutionary and you can take these examples and that will really show .
Your depth and breadth of knowledge across the bi space, well, move on to the next question: what are they? What are the parts of Microsoft's sales of its VI solution? So as I mentioned, the SSDI question at first was just a very general question now that we're at it. being more focused on the Microsoft stack, so we have focused on the entire Microsoft stack and obviously when we talk about the Microsoft stack, we are mainly talking about two toolkits, so one is obviously the XLVI tool kit and the other is power bi tool kit. Okay, now something.
Some of you may be wondering why I am using the XLVI toolkit. If you ask them this question in the interview, what do they really say? Do they actually mention Excel? The idea mentioned power bi because we're obviously talking about power bi, so it's natural. I will be talking about power bi, but it is also very important that I mentioned XLVI because remember that o bi is nothing but an extension of the add-on components of HD Excel, so if any of you have worked in Excel and I assume all of you have in Excel and I don't mean working in Excel in a spreadsheet application, so obviously Excel is a spreadsheet application B, all of us have a user even if you have it, even if we say we don't work to create cells all over the scene, Excel spreadsheets, right?
But what I really mean is Excel from the point of view of some of its add-on components, some of its add-on components, like the XA power bi components, like power query power pivot Power View, and when you think about these components, do What are they? They are actually helping you build. bi solutions directly within Excel. I know it surprises a lot of people at first to believe that I probably actually come from Excel, but that's the truth. When you think about the origins of power bi, you think about how power bi came to be. It arose from Excel, so whatever you have in power bi is nothing new, so all these components have already been there in Excel for a long time, so when you think of power paper, power paper is actually launched, it had not given You think about Power Query again.
Power Query was released a long time ago. Power View is again a very, very integral component of Excel, so all of these components already existed in Excel and all Power Bi Desktop did was repackage all of these components that baa-baa text. Oh, okay, but it's very important to understand that everyone was already there, so the obvious question I sometimes face from candidates is: do you know why Power Bi created a tool like that? No, why did I build a tool like that? I had already had these components and why not use Excel and the challenge was that and I am sure that most of you who have actually worked on these tools would have faced similar challenges in Excel, there are so many different versions you know if Specially presents the version 2013 2010, 2016 version and within each version there are so many different editions andthen the other thing is that these add-on tools are not exactly part of Excel, there are different versions, you have to add them separately, you have to install updates. so all those challenges are theirs, if you are migrating, if you are moving from one edition to another, compatibility problems arise, so all those problems used to occur with this particular stack, in fact, as I told you and as you I'll show.
In some of the upcoming discussions, all these components, the behavior of these components are exactly the same when you compare the XLVI components and when you compare the power bi components, that is, the bidirectional power components, they are exactly the same, there is no difference . ok except very minor differences they borrow most of the features however as i said the idea of ​​using power bi decks toppers to package it into a single solution tool and present it to the end users which is much more organized. it's much easier to use and overall a good solution, it's just a clean solution that Microsoft has created, so going back to the question, it's very important that you mention about XLVI because most people will come back and say: "Okay, Microsoft." The bi a self service solution will only be for VI, which is obviously this power bi interview, so we will actually say just for power, it's not really, so you should mention that it actually came from Excel and Excel, by the way, it's also a very, very powerful self-service bi solution because remember, even without full power bi, Vixen, even without these Excel components like power query power view from power pivot, think about a very, very use case. simple where you have a simple spreadsheet application, a business manager has a very simple spreadsheet application and you have some data in an Excel spreadsheet and all you want to do is create a very, very simple chart from it.
Can't use the chart feature in Excel? The answer is yes, all it will do is connect with Excel data, you can simply create a pivot table or you can create a pivot chart and you can analyze that particular data directly within Excel and I'm not even talking about our query document from power in Power View, I'm talking about just creating two pivot tables and charts in Excel which you can do without using any of these components properly and I mentioned about that particular use case, what the business manager is actually doing is the business manager You are actually doing bi self-service. -correct bi service with an tool that we are obviously gurus does a lot of our development in which is the Power Bi Desktop tool, so it is very important that some keywords are very, very important, one is obviously a text opera application, another keyword which I would really like. everyone you use is the client tool, it is a crying tool, okay remember power bi, the entire architecture of power bi is a client-server architecture where you have the power bi desktop that sits in the middle as a client tool, so power bi The desktop is where you actually do all your development service so remember it's a client-server architecture so mention those words mention those keywords mention those terms and the other thing you should also mention is and again, like I say, when you ask me what Power Bi Desktop is, just focus a little bit on the whole architecture overall okay, so they might want to know what the next stop is, but if you talk about the service, that it just shows that overall you have a pretty good knowledge and it just gives you a picture, this gives you a picture.
I don't mention all the components but I only mention what is the desktop and the surface, at least I mention the next one and the overall service is fine and I think this is also a very very key part, the second point maybe is a saying which is probably a text. off works quickly with the power bi service and as I mentioned here just mention the part that this is the client and it is the server essentially okay what are the power bi components and this is again a very very important question and Is it more of a follow-up? -Until this initial question, sometimes you may want to ask a more specific question like what is Power Bi Desktop and remember when you asked me this question, you should focus on the desktop and the service, but now this is much broader. question based on which they want to know your detailed knowledge about power bi now what do you understand about the entire power bi ecosystem and this is what the complete octet solved?
You can see it consists of power query, power pivot power view, these are obviously, add components, okay, these are the power components, then you have the power map data management gate fee. The power bi Q&A is another level, a natural language query feature which I'll talk about in a moment, and finally the power bi service is fine, mostly theoretical. What I would suggest is just give them a picture, just give them the names of these eight components and just give them an idea of ​​what each of these components means. Okay, if you are asked a question like this, just focus on power bi again. like this just focus on power bi give a very very brief description about power bi probably just concise probably mention power here its a self service bi tool and obviously it has these are the main components its power query view power pivot power and everything.
These three are part of Power Bi Desktop, so you can group them as part of Power Bi, take stock and then your power map, which is also part of Power Bi Desktop, and then finally update a gateway of power bi q catalog management. -y-a and the power bi service, which is obviously the service component. Well, obviously there are some things that keep changing in the overall ecosystem, so remember that one thing you need to understand in power bi is that the product is updated very frequently, so for example, Power Bi Desktop is updated every month , so every month Power Bi Desktop releases internally every month and the Power Bi service, which obviously lives in the cloud, releases updates every week or probably several times a week.
It is added every time and the reason I mentioned this is because of the question and answer feature. Remember that the Q&A feature has been on the service for a long time and I just mentioned a while ago that the Q&A feature is not a service, it's still on the service. but then on desktop, it's been recently included as a preview feature, so when you talk about these things, if you understand what the recent updates are, you know what the recent versions are that come from the power bi stack. you stay up to date but are the january updates what are the december updates and if you understand the length and breadth of everything that is happening in the power bi landscape I think that will add more value to your answers and to the questions which is providing it just as an example for this particular question, if you are talking about questions and answers about power bi, one thing I will recommend is to simply mention that it is a service component, but also mention that power bi has included it as part of the desktop from power bi.
Okay, now you can go to Power Bi Desktop and you can capture Q&A features directly from there and I know I haven't talked much about this yet, but I'll quickly connect to my data here in Power Bi and like you. I can see I just logged in. This is my Power Bi desktop interface which I opened fine and I can very easily connect to my Excel file. See how easy it is to connect to an Excel file here from Power Bi Desktop directly and I'll do it. Easily connect to my Excel file from here this data and now you will get a very simple interface from where I can choose the sheet names.
This is an Excel workbook where I have three worksheets, people orders and returns. I'll select the order sheet, okay? edit is the way it's basically to open the query editor, if you open, if you click edit, it will open the query editor where you can edit your queries, okay, and this is basically what you're going to get, you're going to get data. in your power pivot model and now you can go back and visualize your data, so if I want to remember the example of that fund manager, if the fund manager wants to see how many profits he has made, it is based on every day, he can see as. easily with just three clicks, you can generate a very, very nice line chart, and you can see how easily we can create dashboards in power bi, and how powerful a self-service bi is.
Well, and let's just go back to the question about Q&A feature and by the way, preview features are enabled in Power Bi Desktop, in this particular item, you can go to file options and settings, go to options and you can see all the preview features are listed here, go to preview features and you can see all the preview features listed here. You can see I've turned on all the features like Spanish because I don't know Spanish so I can turn this on okay so these are all the preview features and if you just double click.
I see something called Questions and Answers appear here and you can just double click on this particular shot and you should be able to see that very familiar Questions and Answers feature that appears in the service. I think the same thing is now integrated into the neck. Stop, okay, I'll talk more about the service later guys, but just to mention this in response to this question, I just wanted to cover this quickly with all of you so you can double click on this and you can ask questions. Can I ask some question, like know, sales by region is great.
I'm just writing it down and if I want to see it as a pie chart, I can say it as a pie chart. It's okay, just by typing I can see exactly what I want. look and it's Excel, doctors are one of the ones that give you some hints here as you type in your values ​​and you can see we're going to get the matrix. I want to see this as a different type of visual let's say like a table it gives me all these options so that's the question and answer feature which is built inside the power bi desktop as a preview feature and when you answer this question, the other important thing I want to mention here is just to give a brief description about All these components remember guys Power Query is the ETL component of Power Bi Desktop so it is an ETL component so the idea in Power Query is that they're taking your data, they're connecting to multiple sources, and they're doing some very, very basic ETL. operation there inside of Power Query, so the idea is just to do basic data cleansing operations because remember that the source data is never in the right form, it's never in the right format, okay, it's what we call data dirty, so data from a source is always dirty. so if you remember, what I've done is The first step in power bi is to successfully connect to my excel file and usually the way to open the query editor is to click on edit queries here or you could have clicked on edit in that particular dialog box which I got a while ago. you could directly click on edit there, so click on edit queries here and once you do that, it will open the query editor where you can go ahead and edit your query.
Well, you can go ahead and do basic ETL operations, obviously, there's a lot of what's in here we're not going to cover it all, but at a basic level this is just for you to understand, just to give you some context on what this is about. interface, okay and just a simple example, you can probably give some simple examples here where let's say you want to look at the orders table and you don't want to see all this data, so you were deleting some columns and let's say here you can record and delete all of these columns, you don't need all these columns, you want to delete the ship date, so you don't care about the ship date, you don't hear about the customer id and you see every time I do some kind of operation here, whether it's a delete. column or if I do an ADD column now right here I can also go back and add a column so I can come back here and I can add a column.
I can add a custom column it's like adding a calculated column okay? I can add a column called cost and the cost will be equal to sales minus profit, okay, and that is added as a calculated column and again added as astep, so everything in a query is basically a step, so mention these keys. words with which you create queries, query editor and behind the scenes you are creating steps, so mention these pieces when you talk about this particular answer and also mention the data types, a very very important part of setting data types correctly , okay, you can see what's happening here. when I construct that particular column called cost, this becomes type Lucy, it's not exactly in the format spelled correctly, okay, maybe see one, two, three, basically it means it's not spelled correctly, so you have to return and specifically set the type to decimal number, okay, these are all the data types that are available in power bi desktop and that is all I have and what I will do now is once I am happy with the changes that I have made, Let's say I do all my data cleaning and transformation. activities that I can go back and close on the fly and once I do, what will happen is the data that will be loaded into my Power Paper data model.
You can see what happens here. Katie could do it if she loads into my Power Pivot data model. ok so the first step is the power query variable do the ETL and the next step is from the power query the data goes to Power Pivot and Power Pivot is nothing but an in memory columnar database where your data is loaded. Well, that's your data model in others. In words, we call it our data model, so the idea is that you do your ETL, clean your data, and then load it into the Power Pivot model, and from there you'll visualize your data using Power View.
The basic process we have in Power Bi Big Storm is the same as we have in Excel. Okay, even if you use the Excel BI components, it will be more or less the same and just to give you a brief idea of ​​that, I'll show you I don't talk much about that. I opened my Excel. Remember that I opened an Excel but I also have the additional components loaded. By the way, I'm using the 2016 version of Excel, so it's very, very easy to do the same. in Excel too, so you can go get data. I can go to the file.
You see, the interface is very similar to the one you have in power bi techstop and that's why I drew those parallels at the beginning of our discussion where I said that. Both components rely heavily on each other, okay, and they connect to the same Excel file here, click import, it's connecting. I will get the same interface where I can connect to that particular worksheet from that workbook, the connection is still being established or the same interface. A while ago a type of interface very similar to what we saw in Power Bi Desktop opened. It's taking a little while to load and the idea is that the idea that we didn't show you is just so that mentioning these things when they ask you this question so that you have an idea that okay, the same thing that you can do X X in X, well, what you can do in Power Bi Desktop.
I'll quickly go in and expand it and select my order table from here and you can see very similar options coming, load edit, it will open the query later very similar to how it opened in my power bi desktop. Okay, so I can process my queries. The concept of consultations is very similar. to what we saw entertain desktop and you can see it's opening the query editor and again here you can see it's not a face, it's very similar to what we saw in Power BX, you don't remember it, it's very easy to confuse. I'm actually opening up an Excel, but this isn't actually Pave Tech Stop, so I can do the same thing I did a while ago in Power Bi Desktop.
I can go back and delete my columns. I can make the date of my order. Row ID, see the steps being added. I can add the custom column. Go to add column. Custom column. I can do pretty much the same thing here. Okay, I can have that cost column. It's going to be serious: profits. Click OK, custom column added and now. we can go home and say close and load - okay, and the menu essentially closes and loads, what happens is you're loading all of that into your model, okay, and that's nothing more than this power pivot, so it is very, very important that you have this understanding that power bi desktop should not be learned in isolation, should not be learned in isolation, but if you have something inside, you should appreciate the fact that behind the scenes there is no more You excel in action, it's okay, when you always mention it.
If you ask any type of question about the entire architecture of power bi or the components of power bi, it is very very important that you link it to excel and give them a very, very concise and holistic answer of what you can do in power bi desktop and what can do in Excel and how similar they are in general, okay, so this is the overview of the energy query, the energy pivot and the energy map, the energy map is another complementary component in Excel and Essentially, the maximum power is always more or less the same in Power Bi Desktop.
In addition to using the very powerful mapping function here that you have, you can make some very interesting maps right from the power bi desktop, and essentially you can do some interesting things, isn't that the power maps function that you have as well? have within the Excel add-ins, okay, we have the data catalog label aspect, it's basically like your data catalog, so it's quite useful for connecting to different sources, managing different sources, your date, I grant management gateway that is used to connect to local data, another A very, very essential component is something that you configure at the service level, so if you go to the power bi service basically, whatever you see that I have now is the icon from the power bi service, so remember guys, I talked about this in the initial session.
At the beginning of the session where I said, this is my client in the development tool. Well, this is probably a text. It is a customer development tool. This is where I build my stuff and after I build it, I publish it to what I call the service and Just to give you a quick demo of that. Just to give you a very, very quick demonstration of that. I'm going to build a very simple line chart here and I'm going to go ahead and give this a name as I give it a name. Well, probably. I'm going to go ahead and name it demo, save it and call it demo, that's my demo, Bobby.
I remember power bi reports are saved with PB IX filename extension, it's not a very important interview question, they tend to ask you what are the different types of extensions and it's not just with ba ba files, actually something called source template file which i called power bi 5 template is ppit remember these two types of extensions b bi x means power bi file which is power bi analysis file and p bi t which means power bi template file , okay, so I'm going to save it for the demo name, click save. Remember, to post it is very important that you are logged in and once you are logged in, everything else is ready. configuration, you can go back and save it to your workspace and once you've done that you can go to the service and check that your stuff has posted okay, something very similar with beef is simple in their service and you can look at the section of the report where you can see that it has been published, this is retracted, reported and published, and remember this is the cloud environment, okay, so this is my development tool, there is my development environment, that is my client and this is the cloud environment, which is my server, okay, I published my stuff here and now all my end users can see my reports and dashboards from here, okay, from here I can further create what I call dashboards and then I can go to my dashboard and say share my, but I can go to share and then I mentioned who I want to share my dashboard with and I have provided the email IDs of all the people with whom I want to share my dashboard boots.
A very important thing to remember is power bi, you can only share things with everyone in your organization. So, for example, if you look at this link, this is where you can just go ahead and give access specifically to whoever you want to share it with Stripe. Start typing the email addresses you want to send and they will automatically receive an email. notifications or you can or basically they will receive notifications in your power bi service interface, which is basically the tab here, some notifications tabs that you basically have here, okay, it's a very easy process, very simple, very intuitive overall and just mention that mention in these P, he says. when you talk about it and again, it just shows the overall depth of knowledge that you have in the tool if you mention all of these different components together as you answer these questions, what are the sources that power bi can? connect to there's actually infinite okay ideally there's a lot of sources that I can probably connect to if we go to gate data this is just from the desktop okay from the tech stop it connect to A wide range of sources so you can go further. you can simply take a look at the available sources that you can probably connect to.
We saw an example with Excel, but you can connect two files, XML JSON databases and a bunch of databases you have well, and if you don't see anything here, obviously you can set up an ODBC connection it's very easy to set up an ODBC connection as well and the online services you know, at least this list keeps Chris growing like your services and it's a pretty good list of services and connected sources. Well, now the very interesting option is web data. To give an example of this, you can very easily connect to web data and I will take an example of money control.
Well, we can probably go online and search for the money control website. Well, this is again to highlight how easy it is. to connect to web design power bi, ok, usually it may involve writing a lot of scripts, we just want to quickly connect to our website and grab some tabular data from there, skip all the scripting and just connect to the data Overall, it's fine. I have a copy of that link and I paste it, click OK and once you do, it will try to establish a connection to the money control. Initially, it takes a little bit of time to set this up and once you do that, what you're going to do is you're going to go to the website and you're going to try to look at the website and remember that everything is pasted underneath in HTML, you're going to try to look up tables, anything that's there. structured as a table, it will try to find that type of data and once it finds it, it will present you with a list of all the available tables, so I'll move on and once again it's true that it takes some time depending on the connection you So I guess the site doesn't work that well.
Now what you're doing is a service where you can connect live to that site right now and ideally it will present you with a list of all the structure tables that you have and you can see it takes a little bit of time to connect. to the site and as you can see my listing finally appeared. In the initial case, there was some problem with the connection, so we didn't get all the tables and as you can see, a very nice little gift for me all the tables that you basically look at. a complete website and it is clear that the complete website for any HTML, the structures that you find and you can see very well, I get these links here and what is this link if I have to quickly go back and show you the control of the money and, of done, close it. website here if I were to quickly show you what those bonuses are, then there is a section on that website where I have something very similar to this and you can see how easily I can get a very nice tabular format of everything that you can visit. web view where you get that kind of website view or you can directly select your data from here just click on the links and you can go ahead and upload this table directly to your website in your power bi desktop file okay, He is carrying it more. it takes a little bit of time because remember it's directly from your website so it takes a little bit of time.
Just that my mana control site opened up here and if you come down, you can take a look at this whole piece here. the bonds section that was loaded is okay, very good, you can see that these are double structures, you know the index is global markets, okay, you have a section on born, you have a section on currencies and power BIA when you look at that data Web. is able to very easily describe the data it is very easy to select that data from here because in the underlying layer all these are HTML tables okay so mention some of those examples when you talk about this particular question about what can be connected with they.
You can connect to a wide variety of sources that are only on the desktop. If you talk about the service, you can go get it in Service. Okay, and you have a lot of additional services that you can connect to from here, so just as an example, you can choose content packs, obviously you can connect to content packs that are nothing more than pre-built andprepackaged; we like to call them "well", in other words another name for content packs is what we call apps, so today apps are a replacement for content packs. you can think about it and they are nothing more than packaged, it's like packaged: points in similar packages, okay, you know where you have already created a dashboard, we have already created the reports, the data says the dashboards, the model, everything and the users finals consume it as an example, but I really like to show you something here. with Bitcoin, okay, so something with Bing Maps is an example, so let's look at Bing Maps, let's see if I can find Bing Maps here, yeah, I have Bing Maps here, so what I can do is get it now, it's like install. an app from the Google Play Store or just install an app, ok, and you can see what I'm trying to do, I'm trying to consume that app, ok, it's like something prepackaged, all the data sets, everything is integrated and I have to enter. a parameter, so Microsoft is asking me for a parameter, so I'm going to type in Bitcoin just to see what the search activity is on Bitcoin and just for those of you who don't know that Bing is a Microsoft search engine, okay, It is a search engine. like Google, click add and you can automatically see that the dashboard has been added.
I didn't create it, but that's something that was created automatically, okay, and that's the reason why I say these are content packs that are nothing more than pre-packaged: sports with our already built in and now we can see how people search from where people search the most and obviously we, the people, are the ones who search for Bitcoin the most. Well, see some news mentioned here. Well, and the main languages, interestingly enough, German and French are also quite high. Well, see. the week over week change changes how many more people are watching and you also get a pretty good line here where this actually shows the activity, the activity over the last week and it's pretty interesting, I mean on this particular day there was a big spike, you can see that twenty four thousand and thirty seven people are actually looking for it and little by little people have been losing interest in this, it seems like it's okay, not many people are watching it now, so anyway the idea is just to highlight that there are something called content. packets and remember that there are two places where you can connect to the data, one is similar to the following operation and the other is from the service.
Well, from the service you also get a very robust set of options for connecting to data where you can't just. t connect to file databases in connect to files from here onedrive local files connect to databases. I have to add companies and you can also connect to services and in addition you can also connect to your organization and content packs if you are working for an organization and you can also connect to any organization, content makes people in your organization well developed , so services are basically online services content packages, typical online services like Bing Salesforce and all that, but the organization is only specific to your organization, so mention this. piece also when you talk about the sources you can connect to one of the building blocks of power bi.
I think it's something I've talked about quite a bit already, but when you ask this question again, as I say, it mentions, it gives a very, very broad view of the building blocks and I think I'll really appreciate you answering this question as an interviewer. They will definitely appreciate you giving them a holistic view of the entire architecture, so talk about power. consult talk a little bit about Excel talk about the main components that we call power consult power pivot power and Power View talk about those components and then move on to the building blocks the building blocks office the other data sets the visualizations the dashboards the tiles which are some of the most fundamental things that you have in Power B and just to give you a little context on the work for this office, so when you build your things in Power Bi Desktop, you're obviously working primarily with three main tabs. obviously the query editor is where you did your ETL, you know your data is in the model and then you get to the data tab of the theater tab where you can actually see the tables in your model, so now I only have two tables, one is the order table and one is the bounce table, so you can see your tables in the data tab, the relationships tab is again where you can quickly take a look at the underlying table relationships and Finally, the reports tab is where you can take a look. your report, whatever report you're creating, that's fine and once you publish these things, you'll get to the service and the service that you basically have, obviously is the model and the underlying data along with what you've exported or published, a service that are your data. you establish the reports folder and from the reports you create dashboards, those transfer folders and also a component called workbooks that you can mention and in the dashboards you also have what we call tiles, ok, these are called tiles in the dashboard, ok, as you can see, these are all ties this together nicely, so for example, here I have created just a single line chart.
If you look at this particular thing I posted, I created just a single line chart, now I can choose to add one more visual to my report, so what can I do? I can see my report here and another beautiful thing about the service and again something that you can mention here is the editing capabilities in the service that power bi gives you so you can edit a report directly within the service to make it amazing. feature where you get a desktop-like interface within the service. Remember, though, when you mention this part, it mentions that you can't create models and you can't make rating queries within the service.
You can only edit reports. just edit reports and you can only work on the display layer within the service and here I can walk to create a bar chart where I can see the sales by category, let's say I want to stack this by segments and I can do that and you can see how automatically power bi is able to snap these things into the respective components and again just displays the SS bi capability, the power bi self service bi capabilities, so if a novice user is working on and they have absolutely no idea you know what to put , where to place which component and if they could just click on the fields and the power will automatically place them in the respective sections.
Well, this again shows the self-serving capabilities of power. bi and I can create multiple pages, of course, I can create another page, but I can create a simple treemap here when I show the categories category and I show the earnings now and I can build a very simple treemap here. and if I want to saturate it with colors, I can add more color saturations. I can, for resin color saturation, turn off saturation just for sales. I can also set mystical colors, and now I can go back to the end and still remember this. the report I've edited, so I need to go back and save it, so I need to cover it.
I can save this report and once I do, it will be saved directly within the service itself, ok, it will be saved in the service itself now. One of the questions that people may ask you sometimes is they might ask you: Can I do it? Now that the report is in the service, can I go ahead and download the report? The answer is absolutely yes. Remember that it is a preview function which was like this before. It's not there, the feature was included after many user requests, it was a major hurdle overall in the development process, but it's a very useful option to have here and now that you've saved the report, you can go ahead and download. a copy of the report in this on your local machine, ok, very useful feature, you can download it here, you can also export this to a PowerPoint preview, another very useful feature that you have in the service, in fact, you can export it to PowerPoint, It's okay, so remember that.
It won't be as interactive, obviously it won't be an interactive presentation, but you'll still get a pretty good view. You know, an introductory page will be created and the divisions will be there, so it's a pretty decent type of interface. you're going to get, so that's another feature that you're actually going to get in the service and once you create that report, you can go back and obviously pin that existing dashboard to my, but it's going to be a demo dashboard that I built and now in my existing dashboard app. demo if you remember now I have two images okay it says power bi is ready to download and now I can see the desert type the other ones I have are basically fine so I hope you all followed this particular discussion where I talked about what the basic components are. power bi will obviously mention a little bit about components and then talk a little bit about one of the main components: obviously level assets, visuals, dashboards and tiles, okay, data sets, elements visuals that use visuals that you create reports using the reports that you create. ports and basically the use of dashboards, essentially the tiles are part of: what is the use of reports that you basically create?
I use and use mosaics that you create; trainer, what are the different types of power bi filters and reports? visual filters page double filters reportable filters and drillthrough Filters are not a very important question, so usually the way to answer this question is to go back and take child scenarios. What are the scenarios in which you will implement each type of filter? Visual level filters are obviously present only with a visual level, so you can only think of it as a report level filter, it is present only on a particular type of report, particular type of chart, okay, so when you come back here and you go back to the desktop, if you look at it, you'll see that. line chart that I built here, go to the filters panel and you can see that all the visual level filters are applied by default, and these will be, by default, all the fields that are already part of the report. please now the chart here if you put a bar chart here for example anything you do on that line chart will not affect that bar chart okay so if I take a bar chart here when I say sales of region Y and now if I go ahead and filter that region, so remember if I click on the region filter here, I'll have a region filter here for the bar chart and if I cover and change that region filter to center, it won't affect the line stroke because like I said it's a visual level filter so visual level filters are in short specific only to the visual then I have page table filters.
I can go back and drag and drop that region now into the page table filters and now if I go back and change center, if I filter on center, they'll both be affected, okay, do it east, they'll both be affected, so we call that page table filter all the reports within the same page will be filtered so I can have something but remember if I have a report on a different page it won't be filtered so on a different page if I go back and put the region and sales I see how it will not be filtered, so although I am filtering by Central and East here on page two I am not filtering by Central It is because it is a double page filter.
Finally, if you want to implement it, you can implement something called a report level filter. I can remove the filter from the page table and then I can take the region in the report table filter, which means all the pages in That report will basically have that filter and here I can go back and include Central and Mist and see in the The first page will always be filtered, but because of the reportable filter, if you go to the second page you can also see it in this particular section. it will be highlighted, okay, it will also be filtered here and the reportable filter will appear on this page.
You will also get a third page, it will be here in the fourth form, it will be here, so that's what we call a reportable filter, okay and finally we call it. a drillthrough function that can use a drillthrough filter to basically work on drillthrough reports, so what you can do is say you have a scenario where you have categories, so instead of region, let's say if I have categories here and I can build another use case on page two, let's say I have a scenario where I have subcategories, okay, here I have subcategories and categories, of course, let's say I have categories, subcategories and I'm looking at the category and subcategory by sales, okay, very simple.
The type of report I'm looking at is a detailed view so I can set up an actual drill filter, so the idea is that if I click on a particular category I should be able to see subcategories of just that category inof stars and I can enter a new quick measure called star rating, okay and now you can see behind the scenes. I actually have Dax, so whatever you're seeing here right now is actually. a pretty complicated version of Dax, okay, so whenever you create quick measures or any of these point-and-click defaults behind the scenes, power bi is actually building that Dax for you, okay, this is a quite complicated part of Dax that is written and the end result is actually, quite good, you can see that that is my star rating column that I have created and you can see that as top value five stars here four stars here one star here Spiti relative depending on the type of Decatur and the best part is that it's actually going to be dynamic and what I mean by dynamic what I mean by dynamic is that this value will change depending on the underlying data, essentially if you take the subcategory and if you try to split it By region, that data will actually change, so now your stars will adjust based on the underlying granularity of your data.
Well, now you can see that nothing is our five stars. Everything is like you know two stars, three stars because the maximum that you mentioned is that no one will reach it other than the total is obviously fine, so what I wanted to highlight again is that behind the scenes, although you can do this particular thing, you can solve this particular problem in a very, very simple way, but behind the scenes, for me, I will always write a tax for you. Getting back to the underlying question once again, I'm looking at my individual sales values ​​and I want to calculate the percentage, so if I want to write a Dax formula for this, the way to write it would be to go back and implement it. manually using the calculated column option and I'll quickly open up my wizard and shoot up some tax here, so how do I do that?
I'm going to go to the modeling tab and I'm going to go to a new column, click new column because it's actually going to be a new measure, sorry, it's going to be a new measure and in one of the next questions I'm going to talk a little bit about what a measure is and what It is a column. By the way, there is a very, very important difference between the two, so here there will be a manager that I will deal with and the measure will be called let's say percentage of sales. I'm going to call it percentage of sales and let me quickly write down the measure I'm going to take the sum of sales and I'm going to divide it by what I'm going to divide by the sum of sales calculation and I'm going to divide it by the sum of sales calculation and here I'm going to apply what I call filter context, okay, and this is the important part, it's the key part, and okay, as long as you use calculation, calculate basically has two arguments and as you may have noticed, each Once you start writing any kind of function in tax, it has a pretty good kind of autocomplete or help hint visa that pops up and tells you, what are the arguments that I need to enter to calculate? and it tells me very clearly that the arguments that I need to enter is the expression the expression is what I want to calculate, which will obviously be the sum of the sales, that is what I want to calculate the sum of the sales is the underlying expression and then I have to get filter context, you could get the filter, it evaluates an expression in a context modified by the filter and this is the important part, so remember that when I'm doing this operation, ideally I shouldn't have any filter, think about it conceptually.
When I'm doing this operation, ideally I shouldn't have any filters and that's exactly what you're going to set up here in this particular example, so you're going to set this up in such a way that you don't have any filters. I'm going to go ahead and set this up quickly now, so what I'm going to do is I'm not going to go ahead and give everything, so when I say everything, I'm specifically telling Power Bi that it doesn't matter what filter context is applied on that particular one. row you're ignoring everything okay and I'm going to take all the orders okay I'm going to consider all the orders and I'm just going to go ahead and close my occurrences here okay I missed closing the brackets here let me go ahead and edit quickly the syntax and every time you create the correct syntax, what happens is it will give you these red squiggles that will highlight that, okay, so the syntax is not correct, as you can see this my tax formula right now and just to clarify once.
Again we calculate the way we use the calculator, calculating the sum of sales, it is the first argument and they are calculating the sum of sales based on the context of the filter of all orders, okay, that is where you mention the context of the filter, so it's you. I'm saying that I will calculate the total sales regardless of the filters applied, so I will take all the orders, so I will divide the individual rows by the total, which is the underlying meaning of this. Okay, and I can actually go in and multiply that by a hundred just to add clarity to this whole phenomenon, so since it's a percentage, I'm just going to multiply that 500 total and now I can go ahead and add that code snippet directly to my table and see the results.
Well, as you can see, it was very You can easily accomplish that using a very simple tax code that involves a calculator. Well, this is just a use case of how the calculation is used, a very important tax formula, calculations and filters, and something that is asked all the time in interviews. The best part about this is the dynamics, so check out how I've used the subcategory here. If you want to use something else, let's say what to use in a region, you can do that too, so I'll take a region, remove the subcategory and see how.
That whole formula automatically depends on the type of calculation that is used, okay, the type of grouping that you are doing and you can see that the region percentages are highlighted, everything adds up to one hundred percent, in general, if you don't like it, it exits fairly good. region, if you want to expand it further by segments, you can go ahead and spit it out further by segments and see how again the whole calculation adjusts dynamically. Well, and this is again the beauty of measurements. Well, this is again the beauty of measurements. The fact that it fits the dynamic nature is dynamic in nature and will basically adjust itself every time you change something.
Individuals change something. They filter anything. Your measurements will always be recalculated fine and the measurements are always weighted with this little calculator. I can know what the benefits are. Using variables and You can reuse several times to avoid any type. of duplication or redundancy in your overall code, there are some other examples we have. You can specify what are some other newly calculated time intelligence functions, something that you can use for this, so we talked about calculating everything in the filter and obviously you can use. them in multiple ways to go ahead and create n numbers of different use cases, okay this is a use case I mentioned, but obviously you can use calculate to create operations with an array of X months, act like it's a calendar non-standard, for example, is fine, and you can see that what we're doing here is a second step: we're using everything again to remove the existing filters.
Well, remember that the concept of the whole thing is that you're still applying the context of the filter, but the only difference is in everything you're saying. you are removing all filters, what is the calculated column in power bi and why would you use them? This is the part where I talk a little bit about calculated columns and one example I'll show you here is related to layout. say profit percentage, so what I'm going to do here is I have a measure that I created here, come and delete it so I have a cost column. What I will do is create a calculated column for you to create calculated columns using the new column option. you create measures in the new measure option so you can create calculated columns using this option here and the column name will be profit percentage.
What is the formula for winning percentage? wrong table, okay, so yeah, one problem that happens is and I think it's good that we call this error, so one thing that happens is that when you create the credit column you remember that you are clicking on the correct table, so that basically and you try. to create a column in this table and I can't find the profit column because it obviously doesn't exist in my bonus table so obviously I'm trying to create a table, a column in the wrong table, okay so go back and delete it from here so ideally the profit percentage should be created in my orders table so I'll go to my orders table just click on it once and that should be enough to select that table and click new column . now click on new column and that means now that particular column you can now see that it is not part of my order table.
Okay, by default it comes with the column name, but I can go in and change it to some similar gain. Percentage and profit percentage will be profits and now when I start typing profits you can see that automatically the profits will appear in the profit orders and so the basic syntax is applied so the orders are the name from my table and profit is the column so it is cost profit. that is the profit percentage of my presentation, so the profit per CP at 200 is my calculated column. Everything seems to be going well up to this point and what I will also do is create a measure.
Additionally, I will also create a measure conceptually. There's a lot of difference, but syntax-wise there's very little difference, so what I'm going to do is create something exactly similar. The only difference is that this time I call it profit percentage measure. Look, all I've done is copy and paste a complete formula for the sister measure and the only other thing I have to do for the measures is add them, so that's the only other additional syntax difference in the measures and I have to pre-add my fields in the measures, it's okay because without aggregations the measures have no meaning. inherently that's what I'm going to do, sorry one little thing has to change so 100 would basically come out of the sum which is my measure so what I have is a calculated column of the win percentage and the measure of the winning percentage, you can see the difference. on the icons now conceptually what the difference is really or not and as an example, if I show them the region and if I basically want to know what my profit percentage is in the different regions, if I just try to see the profits, the person is using calculated columns. look at my number, it is that even a valid number, I mean a percentage of 300,000, is that a total profit percentage answer is wrong, it is absolutely wrong data, okay, so even if I want to see this data in a granular level in different segments, you can see that it is the same problem.
I get very, very large numbers, which is appropriate, which is definitely something wrong with my data, but the moment I take something, you make the measurement, if I take that measurement here, everything looks perfect, okay, things look perfect now, okay, measure. is giving me the correct result, while this is giving me the wrong result and why is that so and that's basically the key difference, the key conceptual difference between a calculated column and a measure. Okay, I'll move on to the performance aspect, when to use it. What and obviously when you answer this question about measures and calculated columns, the aspect is also very important, but you should always start with the conceptual difference first.
What is the conceptual difference? What is really happening in the model? and What is really happening in the model? when you look at the calculated column all it's doing is basically summarizing this, it's actually adding all the data that's already in my model. In other words, when you return to the model, I will look at the orders. table, if you scroll to the right you will see that the profit percentage is actually calculated and stored for each row of my model. Okay, whatever column you're looking at at the end here, the win percentage is basically a calculated column that's been calculated. for each instance of the row, okay and that's stored in my model, so all I do in the table is add all these values, which is obviously wrong, so essentially what it means is if I look at the row number, let's say.
If I look at rows number one and two and if I look at the 20 rows that are all Western, okay, basically what I'm trying to do is add up all of these win percentage values ​​for West, okay, that's like doing it. a group by region and a winning percentage which is obviously wrong, ok it's obviously wrong and if you look at my table that's exactly what I'm doing, I'm actually doing a sum of the winning percentageprofits between all of them, she's actually wrong, okay? is the problem, that's the key problem and that's exactly what you need to fix here, okay, and even if you try to do it, however, as a for-profit person, you're going to be wondering that, okay, so obviously, If I try to become a for-profit person during the summer. that I will have a problem, so why don't I come back here and say this to average out?
Even doing this you will get an incorrect result. It's okay, you will get a wrong result even if you do this. This is not the correct way to build. okay, the right way to build this is to do it using measures, okay, and that's exactly what I want to highlight here and the other thing that you would have noticed is that in measures, they are not actually stored in the model, the measures They are always Measurements calculated ad hoc dynamically on the fly are never stored in your model. Well, your model calculates the value of the calculated column and stores them row by row in the model, but it never stores the value of your measurements.
Measurements are always calculated. dynamically on the fly, okay, so if you look back at this particular example here, you can see that these measures are always recalculated, so when I go back and delete the segments, those measures are actually recalculated on the fly, okay , so I'm actually recalculating them. on the fly, if I go back and grab something else, let's say instead of a region, if I go back and grab a category, it actually recalculates, okay, so it's important to think about what measurements you need to take into account , and that's the Another reason why when you create a measure you can see that in the measures because they're not calculated on the fly because they're not actually stored in my model.
You have to define the aggregations here. That's fine, they are calculated dynamically based on the filters you use. apply whatever you do, they always dynamically calculate well and respond to filters, which is the other important thing, they respond well to filters, so for example, if I go back and put in some filters, let's say I'm looking at the category and I can actually split even further by subcategories, okay, and now if I go back and put some filters, let's say I go back to the region and I'll put some page level filters here for the region and if I go for core data, you see. which are now responding to the filters, okay, they're actually going to respond to fill a dozen spheres, generally okay and they're recalculating every time you change something in the editor, they're recalculating based on the aggregations that you've defined.
Okay, so there are a couple of key things to keep in mind when you're talking about measurements. A: They are not stored in your model. B: they are dynamic; They are always calculated dynamically on the fly as you build your model. Visuals and C are obviously particularly useful for calculating any type of percentage-related data, so either can represent any type of denominator. So splits in particular are a very common use case where you'll use measures because splits are the very calculated columns will fail all the time, okay imagine building something like this at your query level, okay you can't do it, you can't create a visualization like that in the query layer, okay, for example, if you type, do this win percentage calculation row by row. it won't work, okay, it doesn't work and in these kinds of scenarios where you have some kind of percentage it's some kind of denominator, some kind of division involved, you should always use measurements, okay, and again, measurements should be used for complex calculations and the other really, really. powerful aspect of measurements is that and as we have mentioned in the slides here as you can see that here the calculated columns are not compressed and they consume more memory and the reason why they consume more memory is because as I say they are stored in the model and this is where again, measures win, okay, measures win because measures aren't actually stored anywhere, okay, it's more dynamic, they aren't stored anywhere, they take up less storage, but the obvious downside of a measure is which, because they are not stored anywhere, because they are dynamic because they calculate ad hoc on the fly, they probably put more pressure on resources, so I will probably take more time to evaluate, so starting today the differences are barely noticed, he will hardly feel it, it is almost insignificant because there have been some improvements in performance, but overall they will give us approximately the same performance, but still the measurements take a little less time comparatively because, as I said, I just put in more resources and as you can see the last point you made is They can also reduce processing and update performance if applied on large fact tables and can make a model harder to maintain.
Our support is fine, since the calculated column is not present in the source system, which is another important point I should note. I think you've already spent a lot of time on powerpivot discussing the components at a very high level, but when you ask the question about what is powerful but very important to link to Dax, again it's a discussion about one of the components of power bi, so I think it would be greatly appreciated if you all could take a minute to go over what power bi is and talk about the self-service aspect, well a little bit about some of the components of power bi and then we talk about power pivot, but the fact that is the modeling layer, the fact that you have that speed calculator columns and tax measures in power bi, okay, mention those pieces along with that.
Another thing I wanted to mention quickly is the data model. The data model is obviously the model you are building after doing the query edit. and all that, the place where you're loading all your stuff is what we call the data model and the data model consists of tables and obviously tables consist of columns and rows and essentially you have relationships. Well, these are the key aspects of the data. model and just to briefly explain this whole piece to you and what I'm going to do here is I'm going to connect to my Excel once again and I'm going to bring in one more table so what I'm going to do here is I'm going to go ahead quickly and I'm going to connect to my Excel and I'm going to add one more table called returns just to show you what the relationship is and how to build a relationship quickly and you can see it's the same process and the only difference is that I.
I'm going to bring these two tables to people and I'm going to come back together okay I'm just going to load them directly if you're processing queries and I've loaded the data into my model right now it's loading my data so this is a step where I am loading my data creating connection loading director model you can see these steps and I have to make a small change. In fact, I was able to wait for queries and my data is not in the correct form, so I need to go back to the returns and it is a quick thing.
I'll switch here, let's go back and do this first pitch as headers. You can see headers on all of the first row. Very, very simple ETL operation. I'm going to go back to people and convert it to the first four letters. I'm not really using bonuses, so I'm just going to go back and you know, I'm going to go back and remove the bonuses, remove their pawns and close Politis, okay, so what I have is the final result: I have three boards, remember and consult the teacher, it will be they call. queries, but the moment you load that into the model which is power pay, but we call them tables, okay, now everything is a table and if you go back to the tables tab you will see the three tables that are present here, obviously sort to people and come back and if we go to the relationships tab, you can see the relationships, so power P.
I'll do a pretty decent job of automatically creating relationships based on column names, so if there are two similar column names probably it will run automatically with them, but then it won't. doing a very good job is always fine, so for example here you can see the region and the region related to the car, just double click on the relationships tab and you can see the relationship region related to the region, you can see the relationship types cardinality many-to-one one-to-one one-to-many in the typical standard relationship types and it's an active relationship which is something you can turn on and off, ok, and you can also exit birth statements, couldn't relate, then the server can do it manually.
I resist, it's as simple as a drag and drop and now we have related orders and returns, so it's very, very important to build relationships guys, and you know it's always a consideration that you have to take into account, it will always decide if you want to keep everything on a table or if they want to go. Going back and keeping things in separate tables is always a very, very key question you might get, so at what level do you decide to further normalize? At what level do you decide that? So, that's a very complicated question and I don't think there's an easy answer. to that, but it really depends, it's like so many other things, it really depends on a lot of different scenarios because you can decide to limit everything in one table, so for example, if you look at this particular use case, you can decide to have people orders. and regions returns everything in a single table, okay you can go to the query eater to pop up queries, you can join these three and have everything in a denormalized table if you know everything is fine, but the obvious disadvantage is that it's going to Being a big table is going to take up a lot of space and that's not good, okay, I don't think that, on the contrary, you can keep them on separate tables, but the obvious problem will be that you know that because the relationships are there whenever you are.
When trying to query data, you know, when you try to display something in three different tables, this will take a little more time compared to when you try to do it in one table, okay, so there are obvious frozen constants in both approaches, but it's important understanding the relationship very, very important and especially in power bi, like I said, you would mostly have these normalized scenarios where normally you will have a lot of these split tables and normally you will have to combine them with the relations, and why are the relations okay . important because without relationships you can't display data in multiple tables, so for example you have orders here, people here read returns here and if you go to my view layer, now I can see the sales by and you can see the sales selected among the orders. table I can go to the people table, I can specialize by person, okay, I can display that by person, remember I have selected fields from two completely different tables and I can filter all of that by the return status, okay, that's cool, No? and this is something I couldn't have done if I hadn't related the tables.
Okay, so you can see the visualization I have here. I have selected fields for three different tables and this was possible only because I related the tables. If I haven't linked the tables to acidify, it is not related to my tables. If I just keep going, I can delete the relationship here. If I make them independent tables without any relationship, you can see that sometimes it will give the same values. it gives an error like this and sometimes it will go back and say, it gives the same value, okay, so it's important to remember and understand exactly why relationships are required and these are some scenarios that you really want to point out when you're talking about the data model and what is the power pivot and when you talk more about ratios, okay, so the forward and can handle a large amount of data. because at the underlying layer it is nothing more than a column database, it stores data in columns and interfaces and Colin's area database, as some of you may know, is a very special type of database that is optimized to store large amounts of data and general data access.
It's very, very fast in the column. It doesn't hold data in a typical relational database format where you know data is stored in rows and columns, typically the way we understand it, but the column interface is a very, very special way of storing. data and I'll encourage all of you to go and look at them more and if you can emphasize a little bit more on column database when you're talking about this particular concept, it's just spending a little bit of time talking about what column is all about . interface because like I said, everything about power pivot and the power pivot in-memory engine is based on a columnar database, so to talk about the columnar interface, mention a little bit about what it is and if you can address those aspects of why data is fast.
The y axis is fast, nothing like that, but it's not recognized and that's getting too many advanced aspects, but that's not necessary, but it's an optional thing that you can take a call about our relationships, obviously, there's an option that you can set even if you have one active.relationship, you can have multiple active relationships, obviously if you go to the relationship types here, a very, very common use case for this would be order dates, date to date, think carefully now, order date, date shipping, expiration date and a very, very common use case for this. It's especially if you're dealing with your own flat dimensions and these are very common synergies that you should mention.
Role-playing dimensions. It is this term that I must mention where you can only have an active relationship. Okay, it's really important that you mention that, guys. in which dimension of roleplay you can only have an active relationship, okay? And how do you make a relationship inactive? So we already talked about that, let's say region, and we generated here is a continuous line. In fact, you can double click on that and you can turn it into a relationship. inactive click OK and that is an inactive relationship our query. I think I've already spent a lot of time on this so it goes without saying when you talk about talking where you mentioned a couple of key terms ETL tool that shapes cleansing and transforms data, very, very important pieces and I also mentioned the query bit M that each query is a combination of steps and can create multiple queries and ultimately the underlying layer that is writing the M code.
Query folding is actually another very important feature in power bi and it is obviously more of a performance improvement question that can ask us a very, very important question, which actually tends to come up sometimes, is addressed from a performance optimization point of view and query folding basically leads to the fact that the type of operations that can be performed on the source are transferred to the source okay, so at a very basic level, you can see that there is something called some native queries. There's going to be something called view native queries that you'll see, so if I go ahead quickly and get some data from the actual sequel server here.
Quick, I'll try to get some data from the sequel server. I think this is also the first time you see how we connect to a sequel server, like I have a dot as my server name and I'm going to try to connect to my local Instance. I have a database called Adventureworks as a demo, so I'm going to connect to my Adventure Works database and here I'm going to go and connect to, let's say, dim client or let me come back, animate dim product, click OK and there goes my sequel server table and if I try to add some columns here, let's say what I'm going to do is try to delete all of these things, okay, try to delete all the things that I have here, delete columns, obviously these are the things that are going to work like It is expected, as we understand that steps will be created.
I can go back and delete all these things from here, ok I don't need this so I kept just three columns and what I can do here is Also, I can add Kaunas whatever and the idea here is to show you something called view native query and it What's happening here is that I actually have data in power bi, it takes things that are not right, remember I connected to my sequel server? in power bi desktop and after that any transformation that bi performed is within power bi below okay so any transformation that I did I did with a power bi desktop but using power bi query folding in will actually transfer that operation to my source, so what is it? my source my source is my sequel server so instead of performing this operation inside power bi instead of performing this in memory inside power bi I'm going to perform this on the database okay so you're transferring the operation in memory of an operation based in India.
Now those things will be done in your database which is on your sequel server and our store will be returned there, so if you just right click on that and go to see the native query, you can see that these are the resulting things that will be returned from my underlying table from my database. Okay, so it's a very powerful feature and what it means is that when you actually enter the data into Power Bi, you're not going to get all of those 50 columns right if you only need three. columns then power bi will bring in only those three columns and in fact as I said it is a very powerful feature and it not only works with deleting columns but you can also go back and delete the columns and you can see that in this layer as well, if you're going to look at the native query, it's actually renamed as the creepiest thing is applied, okay, so let me give it a different name here, like the color name, let's say products in English.
I am going to call him. I'm just going to call it product name, okay, and here I'm going to call it product ID, so I actually named all my columns here and, as we understand as part of the sequel language, when you rename a column, everything that you are doing is applying an alias. and again, as you can see, even though I'm doing this step in Power Bi Desktop, probably a technical element will just go back and download that operation or transfer that operation back to the surface, the sequel server and if we go to the native view. query, you can check that, again, it's a very, very important piece to keep in mind if you're trying to do a split here, let's say I'm trying to do a split here divided by a delimiter, okay, and let's say I want to split this. for a space and click OK and see how I split those things and if I right click on this now you will see that the punitive query is disabled because in the sequel native language on the sequel native server this operation is not supported, so up to a certain point you can fold queries but beyond a certain point you can't fold queries which is another important thing to keep in mind so if you do any transformation in query editor pro you will know which folding for of consultations is not possible, obviously punitive consultation. it would be grayed out in that case.
I mean, obviously, that means that in the native database layer that particular operation is not supported, so that's not the important thing to keep in mind. What are some common transformations? The very, very important question you might sometimes ask me because just to test your basic level of knowledge, changing data types is a very fundamental thing that you will always do, all the time. You know, another thing I'll add is adding header rows that you want to modify basically. Header row filtering does not grow. It's usually a very useful thing if you're connecting to Excel data or some kind of CSV source that you know, the first few rows could be, you know, since she could have some kind of email, some kind of headers. introduction, although things and you.
You'll always want to filter rows, initially columns, something so important that you don't want to see all those columns correctly if you have 50 columns that you don't really care about, just remove three or four columns very Important option for grouping aggregations again, very important for splitting other types of very common transformation that you might want to use. Okay, if there's something limiting or some characters based on which you want to split columns, subsets of something, it's a very, very important option instead of adding new columns. Needless to say, it's something you always do well, you can go ahead and talk where they can be used together.
I think I just answered this question in this example. The answer here is absolutely yes, you can and the best part is that you don't have to. Obviously you can do it in the GUI or in an indirect query. Write your query. You can immediately write your sequel query here. More customized sequel query across multiple tables. What are our query parameters. The query parameters are executed again. A very important issue in power. query and bi parameters, the idea is that they are very similar to filters, but there are more dynamic filters and the way to configure them is using the parameters wizard.
Here I'll go back to my orders query right now, go to manage parameters. and set a new parameter called region so I can define a parameter like this, it's a type of region parameter, it will be type text, okay, so these set values ​​will be, let's say, I'm going to give a list of values ​​and when you say any , you basically get a text box and if you provide a list of values ​​you get a dropdown, that's the only difference. I'll show you both examples. Okay, the current value is a default value that you can actually provide. and go back and put the central, okay, so my region parameter was set here and now what I can do is go to my order table and see how I can filter by region here in the query, I can go here. filter by region I can't exactly type a value here instead of doing this, what I can do is go to the text filters, I can say equals and here I can go back and select the specific parameter type, okay, and this is actually amazing.
The thing about parameters is that now, instead of saying equals to a particular region, instead of typing a value here, I can go back and say equals to the region of the parameter. Okay, now that filter is actually equal to that region of the parameter. And what is the value? equal parameter region to remember the equal parameter region was data central, so now that central parameter is set to central and that's why it is filtered to central. Look, if we go to the area of ​​region C, it has a central filter at this moment and it is very easy. to change it by the way, go to edit parameters, go to edit here and see the text box appears because the list type was any, it's actually set to a text box and I can actually set it to something else, is This and I guess it's automatically.
I'm going to change it to This, okay, that's the real beauty of using parameters, you usually just go back and click on that interface once for it to reflect, only to refresh it once for it to reflect and now I guess it's ready to go. do it against what is easy. if you go back and set this to West, the same lid cans are like waste and if I go back to orders no, you should be able to see that now everything is automatically filtered to a so you can see how dynamic everything is. es and remember this is not just at the query editor level, even at the display layer in a parameter that uses a lot of parameters when you actually loaded this query, you can do it right away, go to edit edit parameters, then something very similar to what we are seeing here.
You will see it in the display layer and you will also see it in the modeling tab, so here you will see the parameter editing section where you can go back and directly modify your parameter directly from the visuals and another important thing is the other one. use case where this is actually needed and the question we are asking here is probably a template, the other thing you should know what is the use case for this, as I mentioned, the use case for this is a very common. The thing about this one is that you don't want to load all your data correctly, so if you have data for the four different regions such as central, east, west and south, you don't want to load all your data correctly, you may have hundreds and thousands of rows . of data, but you don't really care, it's true, if you want to see the data only for the West, then you want to select West, you want to see it only for the East, it's not just the East, but what not.
What you want to do is not select all your data, you want to turn BX back on and then you want to filter. Okay, there are two options, one option is to include all your data, load all your data and then put a filter, the other option is to first give the user a message and depending on the option they select in the message, go back and load the editor and the second option is obviously the parameter approach that is preferred at any time because if you are loading only the required amount of data that it requires, you are not loading any additional data and the best part of the second approach is again, like I said, you are loading only the amount of deterrence that it requires, obviously, The amount of garbage that you are loading is very, very less and obviously the performance will be much better, so another common usage is correct, so if you have data from the last ten years and you don't care about those ten. years later I would say that you only care about the last data so you always give people a filter option or in this case when I say filters I mean parameters so you set up filters with parameters and I will make the people get a message even with the opening of, since they receive a message and when they want to see the panel, they may have to select the rate, you have to go to the message, select the date and now depending on what they enter, the data will be filtered . and from the source only the data for the last three months will be collected, so that is the use case of the parameters and how the parameters differ from the normal standard in the filters Flitz language in the energy query we already talked about it code M and es It is very important to also mention a little background.
Whitney asked this question. Just talk a little bit about the background. What is PowerQuery? Why do we need Power Query? MN is powerful but can import data from most sources and I believe this has been answered before as well. I've talked about this before as well, but it's also important that when you get this question you give some context about what Power Query is and what Power Pivot is and essentially mention the part that, while yes, you can get data in PowerPivot, it's also very , very important. let me address the part about it being a driven query which is an ETL tool, ok, power pivot is not an ETL tool, power pivot is only used to load data into the model, that's it, I'm essentially talking about power P, but it can only be used to perform calculations and analysis ok, the purpose of power pivot is analysis ok, it is not to determine ok, if you want to perform data cleansing that is not power, people should also add components, the two tools have two very different rules and that's the What you need to highlight in this particular question, power map, obviously it's the power bi mapping interface, so I just have to briefly focus a little bit on this particular piece, obviously , maps are extremely powerful in power bi desktop and if you just go to the map section, one very, very important thing to keep in mind is that when you configure, especially when you work with the maps, is to set the correct graphic type, for So if you go to modeling, you have a data category, something called data category, which is very, very important that when you have inherent data or a similar city, it is very important that you go to the data category and say that this it is the city.
Very important, especially when working with map data, you must set it as geographic data. type and when you do that you will see that a little globe sign will appear, so now it means that the city has actually moved past the data category City, which is a geographic type and a little globe, so I'm going to go out and do the same for the country too. Do the same for the country and I'll do the same for the zip code and see how the zip code actually sums up, so this is another thing that will happen from time to time in power bi that you need to fix in modeling, so sometimes some things will be summarized so obviously zip code is something I don't want to summarize so let's not summarize okay because if I give you two zip codes 5 6 0 1 0 2 and 5 6 0 1 0 3 no can you i mean it doesn't make sense to say the average zip code is 5 6 0 1 0 2 dot 5 doesn't make sense so never summarize that type of data go to the zip code and set it to be a zip code as a geographic type .
The balloon sign will appear and finally the only thing left here is the state. I go to the state and set a type here, a state and once that's done I'll continue and okay, you can see it says apply changes and the problem here. is that I actually made some changes to Madeline's query, if anything, okay, I don't know if I can load it now, so a little bit of Italy, go immediately to the maps and there are two types of maps mainly in the interface desktop obviously there are a lot of custom shoes that you guys have so just to give you a preview of the custom images very quickly and someone who spends a lot of time on that just to give you a preview of this whole piece.
I have a lot of custom visual maps where you can do a lot of cool things, but at a basic level you obviously only have the type of maps you're seeing here now. I'm going to go ahead quickly and close that query because I predicted that my sequel server is creating a bit of a problem, so the next step is to go ahead and quickly replicate and just repeat what I just did. Someone quickly said this to the city set by state to the type of state. by zip code and finally registrars in my country, okay, so the idea again is that I wanted to highlight here the concept of setting the geographic types correctly because again, when you mean that you try to visualize this data finally on maps, I just assure you that It's that now you can represent it more accurately, remember that power bi will do a good job of understanding exactly what a particular sting is, so if it's the name of a city, if it's Delhi, Bangalore, Mumbai, power bi knows that it's a city, so I know I don't have to specify details, it's the city, but remember that if it's something that you probably can't recognize perfectly in certain cases, it could be very, very useful because remember that the column names are not They will always be exactly who you are.
I see it now, although it is recommended that you use proper column names, but I mean throughout the case and again, the underlying data may not be exactly what you can probably recognize, so those types of scenarios are very useful if you configure data category security, remember even If you don't configure it correctly, Power B will still display it and interpret it correctly, but there are certain use cases where it won't work accurately and I can go ahead and represent this in a map and all I have to do is just take my country and I take my state.
I look at my city and see how Bobby can't do it his best all the time, so sometimes he fails and I represent the state based on sales, so sales will basically be my size. Let's say I go further to work on a sales based saturation, okay? I can look at this data and everything you're seeing is correct and you're wondering what exactly is going on, why am I only seeing the Western United States and why? it's because if you remember, I have filters applied so that the underlying model that I've taken, I have filters applied based on the parameters, okay, and again, that's something that I can configure further within power bi.
Okay, just to quickly clarify this one more time, where are the parameters set? Remember that parameters are something that I applied a while ago and you can look deeper into the display layer, you can go to edit query to edit parameters, you know how to open the edit query. Let's go back here and say this as east, west or center, whatever you want to say, this is this, now click on Okay, and now you can see that all of this will automatically continue and convert to East. Okay, you have to apply the changes because remember that what they're actually doing is a query level change, so the idea is that when you set this to This, it will. go back to the query, it will take all your data, remove the East data and now show you only the East data, okay, that's the quickest idea.
Now Italy only shows you data from the East onwards, go to edit queries. Now you will see the central data. I just type central here and you see how the central data is fine so the changes so that the filter goes back to the source and gets only the relevant central data and this is the part where I mentioned that at all times you are prompting the user and again it is a very, very good performance optimization technique that you can use, especially when you are dealing with very large data sets. Okay, if you have these things that I've already talked about, these are some additional questions that we have Power View Power bi designer can be updated in group reports power bi reports this is an important question again, this is related With shitty update videos, will you want to update your data properly?
Typically you want to have a schedule and when you are publishing your rate to the cloud or to a data set section. Basically, I have an option for Shirov updating and this is exactly where you can go ahead and configure your updates specifically for the type of data you want. you have and need something called a gateway right now my gateway is not configured but you need something called a gateway to configure a cd update remember if you are connecting to a from my source, especially a database stream or something like that in from my source so you need to have a gateway and you can download it from here to configure it further right and you can also go to the manage gateways tab to basically go and manage your gateway so if You already have a gateway installed and you want to go back and configure your gateway specifically, so this is another place where you can go back in and verify that everything is working well there, so it's important that you mention a couple of these things which obviously yes, you can update there.
There is something to call to update it and also mention about gateways. Gateways are the interface between the cloud and the on-premises world. Well, gateways are what allow you to transfer your data from my sources to your Azure cloud, where your cloud server is what powers your hosted services, what are the different types of data update, update of the package, model update, tile update and visual container update? This is another important question, so normally when we talk about updates, how many ways is the package update updated? Basically, the concept where let's say you have an additional file per door or an Excel file that you have in the service and I mean, obviously, the same file is in Onedrive or SharePoint Online and you want to make sure that they're both essentially in sync. any data you have here, you'll have there and vice versa, and that's something that's done using what we call update ok package, which ensures that any files you have on your power bi service are exactly in sync with what you have on onedrive or SharePoint Online.
Remember that it's not for pulling data from your computer, so it's not the typical type of update that you're thinking about, so it's basically going to be the model or data update, the update that you're thinking about, or the update that I showed you. Here is basically the model or data update. Well, this is basically what we call model or data update. Well, that's what you do using update now or scheduled update. Okay, so we have something called UI update, which is something we can go to. different: ports and as you understand the dashboard, anything you see, remember that these are just views of the underlying reports.
If you simply click on the tile it sends, it will take you to the underlying report, so the ports are nothing more than a cash sheet. merge or other line reports that typically refresh every 15 minutes or so, but if you want to specifically refresh a tile you can go back and say refresh: 4 tiles, this is how the dashboard views are refreshed to reflect them based on the data . changes that are updated every 15 minutes anyway. Well, those are the types of view upgrades you have available on-premise. The answer is absolutely yes. So when you answer this question, it's also very important that you specifically mention gateways and also talk. a bit about the types of sources you can connect to, remember power bi connects to cloud sources, you don't need a gateway, so if you have something that lives on an online service you don't need it . a gateway if you are new to SharePoint Online or Onedrive you don't need a gateway that's fine so even if you want to do an upgrade you don't need a gateway so gateways are just necessary if you want to connect to on- premise source, either to perform a scheduled update or to get it and repeat from a direct query, okay, which is nothing more than the live connection, essentially what is probably a question session and answers and a power bi Q&A session, as I briefly showed you initially at some point in the discussion. natural language query tool so you can just write queries and it essentially displays on the fly, it's not that smart right now, you probably remember it's still a preview feature, it's a constantly developing feature, but it's Pretty accurate, it's pretty good overall. and there's a lot of artificial intelligence built in in general into how the tool performs, especially in the app and I don't know if you guys have used... just to take some time, it may not be an interview question, obviously, but take a little bit . time to explore this in the power bi app and probably limit what they call implementing a feature called conversational questions and answers, okay there are questions and answers here, but when we use the app, they have something called conversational questions and answers where it's like yes If you're chatting with Google to help Sealy, you know something like that, it's like you're having a conversation asking them what the sales are and they'll come back and answer something and then you can go back and continue the conversation from there you don't have to write a new question every time, okay, you can be scary, on the contrary, like having a conversation with a friend, this quite interesting feature in general and remember this power, this feature is there as a part of theservice, but it's there on the desktop as a preview feature, which is something you should also mention, what are the ways one can take advantage of the exhale experience with power bi?
There are a few things we can do in Excel the way I wanted. To talk briefly and just to discuss this article, what I want to do is work with Excel open, so there are two things in particular that you have in Excel now, one thing we call the power bi editor for Excel, obviously, the door personal gateway and gateway between the gateways we have, but there is an additional component worth mentioning called parse in ditch excel, as you can see there is something called parse in excel update, so They are both add-ins that you have trained to stop in Excel. so analyze in excel allows you to go back and generate a data set in power bi from it in excel.
Okay, if you have a data set probably in a service, go ahead and click on it. You can click on it and you can basically say analyze. in Excel and when you do that, you basically download a file, download an OD file c. OD c file basically means office data connection file, it's just going to show you what that office decline file is and what it looks like, so this is what OD c file looks like okay, if you see my screen right now , you will see that it is an Office Data Connection file, so it is an OD c file.
Right click go to properties and you will see an OD c file. Okay, now what can I do. Can I directly see this double click on it and it will open with Excel and immediately open in the PowerPivot interface? Okay, so what I did was I took data from the datasets in the Power Bi service and now I'm there. analyze that immediately on the next sale and see how it opens, okay that's my order table and see how it appears now, remember in my original service I also had only three order tables so now I'm looking at the same table of orders and I'm analyzing that table within my family, a pivot table interface, okay, so this is a great feature that we have in power bi, the general interaction and the general interaction that you have between Excel and power bi sister, phenomenal in general and many of these.
Things tend to be included, a lot of these things happen where more interactivity has been built in, but the general concept is that the integration should be seamless between both environments so that you can very clearly take the service data from power. bi to Excel and Excel to Power Bi and vice versa, so that's the seamless integration that exists right now between these two tools, so now we've learned how you can get some of the service in Excel in two other ways. excel serving essentially Excel to Power Bi, how do you do that? And for that you need something called Power Bi Publisher for Excel, which I've already eaten as an add-on and remember again, for this you need to go ahead and log in. your service and I can go ahead and post now and all of that comes down to just pinning it the usual way.
I can print to my dashboard, just a very simple example aaaa like go ahead and pin it to my existing dashboard and he's posted his pinned. to my dashboard now and if I go back to the service, if I look at my demo, I can see that now there is a pin, so you can see how seamless the integration is and how these two environments power bi and exhale communicate. each other, okay, so it's very important that you mention some of these use cases, the examples and if you can do it, if you can highlight some of these things, it will be very appreciated, so you will just give a theoretical answer to give some of these examples and use. case and how good, these are the XLVI Haddon.
I spent a lot of time discussing this, so I mention some, some, very, very brief about all these different tools that you have, how data security is implemented, power bi, this is actually very, very important. ask especially what do you mean low level security or lists as we call them okay and the way to do it in power bi is to use the concept of roles so first do this on the desktop for example right now here you can see I have data, the first thing I'm probably going to do here is delete that parameter, okay, code and dereference that parameter using the query, so obviously I can't delete the cell to go back first, go ahead and quickly delete that filter and now return. and remove that parameter, okay and close playback, so what I'm seeing right now is all the US data because I have no filters applied, so everything is perfect.
I can go manage the rules and the way I do this is by using something. called manage rules okay so if you go to the modeling tab you will see something called manage roles in security go to manage roles and here you will have an option to set roles so what I will do is create separate roles for people you are right , so let's say it's a big company that I have as I operate and you know, I have different people from different regions. I have core people, like people from the eastern region, they have people from the western region, so people from the central region should not be able to see the data of people from the eastern region, right, if you belong to a core region, if your core region manager doesn't care about the east region from the west region, so it's probably sensitive data or whatever the use case is, but you just want to focus on the data that is core.
So in that case, what I'll do is basically create rules. I'm going to create what I call a core role and I'm going to create what I call an eastern role and as the next step, what I need you to do is enter. Cooper can write some. basic tax and what I will do is request and write my quick expression. I'm going to say region equals central and remember this is a role I'm setting for a central role, the tax filtered expression will always be a filter expression and the result always has to be a true or false right, so what this will be a region equal to the established one and for the rest, I do super hit save and for the East I will put it as a region equal to the East.
Okay, see how I configure two different roles here, one is for the central rule, so if someone is viewing it from the central region now, this particular filter will be applied by default and if someone is viewing it from the eastern region , this particular filter will be applied by default, okay, click save and now the phone DAX has been configured. One way to preview this feature is to click on View Feature like okay and the good way to do this is to just go back and put in some additional information, let's say I'll have a region here and I'll mention the regional sales and profits here just to give something of clarity on the exaggerator that you see and now if I go back and click on view roles as or view as roles, this is how you can preview your stuff, okay, how will the core people see this, they are looking at just the core data and how people in the east will see this, now they're looking at just the data in the east, that's how You can go and see the Stop View As option will appear.
You're actually looking at it like the Easter role, so as a developer you can preview exactly what people will see when they view your dashboard. Okay, it's a very, very important feature now. This is all good, so all you've done now is implement this into the important things, how do we publish this? Obviously, we already understand the post, so all you have to do is obviously, boku-kun, save it first and I'm going to finish this and save it to my demo file, so remember, obviously, to implement this in the service, first you need to publish it so now i just deployed my desktop so final step is to publish it i will publish it to my workspace so repeat speakers exist another data set with same name all details will be replaced by default because they both have the same name, right, and once I do, I'll be at my service, not and you.
You can go to data sets now you can go to manage security. There is a security section here and here you should be able to add. You should see the rules present. I'm fine, this is very possible. Basically, Cobra can't add everyone's email addresses and remember. This will also link to your ad groups because remember your settings, it depends on your admin settings, how you set it up and all that, but basically you can type in the email addresses of all those people who belong to the This role and the addresses of everyone's email. people who are linked to the central route now, if someone who is in the East role and if you try to see your dashboard now, you will basically see only the data for the East because I have said that the filter remembers that the region is equal to the East and If someone in the core role is trying to provide a dashboard, they will only see the core data, and that depends on the email addresses you enter here.
So as an administrator you can basically go ahead and enter all this and that. That's how you add a very, very simple layer, you can implement low level security. Remember I've done this at a very simplistic level, but this could be a much more complex tax expression so I can come back here. You could probably go back and write a more complex expression ID. I said it has to be boolean as the final power bi product is mobile friendly so there is a power bi mobile app which is multi platform compatible and many relationships are something which is another very important point which tends to Gus gets asked a lot, so does he support many-to-many relationships?
The answer is actually no, it only supports one-to-one, one-to-many and many-to-one, but many-to-many, if you have to deploy, you have to deploy using what we call bridge table okay, so that's something you have to create specifically in CREP, either in the model or in the power query, so first create that one-to-many-to-many-to-one bridge table. A very good example could be authors and books that one author can write many books, one book can be written by many authors or doctors and patients. It is also a very good example. You know, a doctor may have treated several patients and a patient has been treated by several doctors.
In both cases, you have to create a bridge table. and then you'll set up the one-to-many relationships in Power Bi Desktop, that's how we'll typically implement this. Follow what I publish for Excel. We have already discussed this. The differences you briefly talked about. Editing interactions generally work at the same time. the visual layer of power bi, another very, very important component, especially in the visualization stack, is interaction editing, so this is my very simple bar chart that I have. I can parallel create a line chart here and now a line chart will show my sales based on the order date, let's say a very simple line chart I have here, so the idea of ​​editing the interaction says you want to choose specifically how you want them to interact with each other, okay, so I can have that map, okay, so I'm going to take that map, I'm going to copy and paste it here, okay, now I have three different images on the same page and we'll try to configure an interactivity between each of them, okay, we'll try to align them a little bit and the way to do that is using edit interactions, go to format, go to edit interactions and how do you turn on the interactions panel and as you can see when I click on the map, how others interact, okay so you can see very clearly. the line is filtering while the bar is highlighted, what does it mean?
It means that when I click on a particular value here, if I want to know more about California for San Francisco, I click on San Francisco and everything else is filtered into San Francisco. okay, if I want to know more about, let's say, let's call it a small town city and Colorado, click on Littleton and now you'll see all about Littleton in Colorado. I want to know more about New Jersey, Lakewood, click on Lakewood and you'll see more about Lakewood and you'll see. how this particular line chart is filtered, while it is actually highlighted if you want to activate the filter for this, go to edit and make it a filter now, it is actually a filter and it is not highlighted, okay if you want to activate this, since you can't activate any. this is none, so with what you select here respective so you can see that the line is not affected, okay and this is how you basically activate the interactions and specify the interaction between different visual elements in a poetic stop and finally, how SSRS integrates power bi and this is Again, something you guys should mention, especially when asked a question about components, so anyway they'll discuss Microsoft's bi stack and generally talk a little bit about building bi and separately they will ask the question you know, does it integrate?
The answer is absolutely yes, in the same way thati showed how excel and power bi integrate so seamlessly, the same applies with SSRS also in SSRS and power bi, they seem to interact very very seamlessly, ok you can create SSRS dashboards and you can pin them very easily. power bi the same way i pinned things from excel in power bi, ok the same thing happens in SRS too, ok in fact there is a very rich interaction that happens between both of them so before taking a decision let's take a look a simple look at how popiah is performing in today's market because it is always important to understand the market of a technology before fully diving into it now in terms of vacancies power bi is something that is advancing rapidly now the growth rate is around of 3% every month and the current scenario, but again it is something that is going to increase because how effective energy has become in the current market, how easy it is for anyone to use energy, it will bring many more opportunities, so it is always useful if you enter this field. starting with itself and we have a lot more experience when it becomes a popular technology, so apart from that, when you look at the average salary, it is around fifty thousand pounds for three months.
Well, the three month permanence is what this graph represents, so this is basically a huge amount, but I wouldn't say it would be any less either because BIA energy is something that is used by people in different sectors. This could be a business boss. Nowadays, everyone is comfortable using energy because it is self-service. business intelligence tool, it can be used by people who have some technical knowledge and it can also be used by people who do not have technical knowledge, thus it meets the material needs with respect to their needs. Well, with this we come to the conclusion of today's session, I hope you had an excellent session, thank you and goodbye.
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