Power BI Project--Dashboard in a Day
1, Download the latest PowerBI desktop
https://powerbi.microsoft.com/en-us/desktop/
2, Make sure you have the PowerBI service account
3, Download the files here and copy alll files under your local C drive (C:\DIAD...)
*4, Consult your company IT before you download and install this gateway.
https://powerbi.microsoft.com/en-us/gateway/
1, Calc: DAX calculation
2, Data: All data files under this folder
3, Reports: all Power BI reports
4, one PDF file: Hands on lab file
Introduction
Today you will be learning various key features of the Power BI service. This is an introductory to intermediate course intended to learn how to author reports using Power BI Desktop and create operational dashboards via the Power BI Service.
The dataset you will use today is a sales and market share analysis. This type of analysis is very common for the office of a Chief Marketing Officer (CMO). Unlike the office of the Chief Financial Officer (CFO), a CMO is focused not only on company’s performance internally (how well do our products sell) but also externally (how well do we do against the competing products). The company, VanArsdel, manufactures expensive electronic products that could be used for fun as well as work and it sells them directly to consumers nationwide as well as several other countries. VanArsdel and its competitors have retained a 3rd party marketing company to collect and anonymize industry sales so that all participants can benchmark themselves.
Power BI – From zero to “wow” in one day! You have probably heard about how Microsoft’s Power BI service can help bring your data to life with rich visualizations and analytic capabilities In this session, we will work through hands-on labs to explore the components of Power BI, from data ingestion and modelling, report creation, and publishing. So, bring your laptop (and optionally, some of your own data) and let’s dig into Power BI together!
- Introduction – We’ll start with an introduction on why we’re here, what is Power BI, what can we do with it, and make sure everyone is setup. Then we’ll go into the desktop and web portal to give an introduction to navigating around the menus and how to get started with a visualization!
- Data Ingestion – We’ll start at the beginning, by using the Power BI Desktop Query Editor to ingest data from various data sources. Power BI supports over 60 native data connectors! We won’t use them all, but we’ll start the day by showing how we can ingest data from multiple disparate sources and combine them into a single data model.
- Data Shaping and Modelling – After the data is ingested, we show how to use the Query Editor to perform data transformations (called “shaping”) on the data. Once loaded into the data model, additional calculations can be added, and the attribute names, relationships and structure of the model can be optimized for ease of use.
- Report Design and Creation – In this section use Power BI Desktop to create visualizations and reports based on our data model. Power BI natively supports 30+ chart types, and Power BI also has a gallery of 60+ more custom visualizations created by the Power BI developer community. We’ll show how to configure and format visualizations and how to get your visualizations to interact with each other for deeper analytic insights.
- Publishing Reports and Creating Dashboards – Once the Report is created, it is time to publish our content to the Power BI service. Power BI is a SaaS model, so reports can be published and viewed by members of your organization. We will create Dashboards from our Report, and show how Power BI’s Q&A functionality allows user to ask natural language questions of their data. We will also show how to schedule data refreshes and integration with Microsoft’s personal digital assistant Cortana.
- Sharing and Collaboration – The real power of Power BI is being able to share the data, reports, and insights you have gained with others in your organization. In this section, we’ll talk about the various ways to share your content and how security is configured to allow only authorized users to see the data they are authorized to see.
- Bonus: Advanced Analytics and Use your own data: In this section, we’ll show how to embed advanced analytics into your Power BI dashboards. Power BI supports running R scripts for analytics and creating visualizations. If you brought your own data to explore, we will also use this time to explore how you can use Power BI with your own dataset to gain actionable insights.
- Governance and Administration in Power BI (For IT/Tech only)
Power BI Desktop - Importing Data (10 mins)
Power BI Desktop - Transforming your Data (16 mins)
Power BI Desktop - Interactive Data Exploration (35 mins)
Power BI Desktop - Report Authoring (40 mins)
Power BI Service - Dashboard and sharing (30 mins)