In a day where information is king, it’s no surprise that analytics is trending like crazy. The field of analytics is concerned with the methods of finding, analyzing, and using information. Yet, data and business analysts have access to a wide variety of resources, making it difficult to select the appropriate tool for the job at hand.
Business intelligence (BI) is a method of using technology to analyze data and deliver useful insights that may be used to improve decision-making in a variety of business contexts, including but not limited to those of top-level executives, middle managers, and front-line workers. Moreover, today’s corporate executives can pick and choose from a wide variety of Business Intelligence solutions.
Today, we’ll discuss Microsoft’s Power BI analytics tool and present you with a Power BI Tutorial for beginners along with Power BI reports in a step-by-step manner to aid in an efficient decision-making process.
What is Power BI?
Power BI is a Business Intelligence and Data Visualization application that consolidates information from numerous sources into user-friendly dashboards and in-depth reports for analysis. It offers customers a straightforward interface for creating reports and dashboards with the help of cloud-based services for dynamic displays.
Microsoft introduced Power BI in 2009, and it encourages independence in its users. Using a sophisticated yet streamlined reporting structure gives your business data new life. Data analysis, data preparation, and data visualization are their various parts. As Power BI is playing a prominent role in the corporate decision-making process, get Power BI training in Chennai from Softlogic to become part of such operations since you are offered extensive instruction and industry-oriented training over here.
There are three primary parts of Power BI :
Power BI Desktop – A free desktop tool for report creation and design.
Power BI Service – The online publishing platform used to view and share reports and dashboards.
The Power BI mobile apps – Allow users to access reports and dashboards from anywhere.
The Power BI Report : An Overview
A Power BI report provides an in-depth analysis of a dataset from multiple angles, with charts and graphs illustrating key findings and insights. An entire report may consist of a single visualization or several smaller ones spread out across multiple pages. Visualizations in a report are comparable to those in a dashboard, but they are used for a different purpose in a report.
Not only are these not still images, but they also have dynamic content. In reality, this is not the case thanks to interactive and adaptable representations that reflect changes in the underlying data. You can refine your model by adding and removing data, switching up your display methods, and applying filters.
Although “report” and “dashboard” are frequently used alike, they do not mean the same thing.
Setting up Power BI Desktop
One of Power BI’s major features is the Power BI Desktop application, which is used mostly in the report development process.
There are a few reasons why you should download Power BI Desktop from the Microsoft Store :
- The most recent version of Power BI Desktop will be installed automatically by Windows. Since new versions of this technology are released by Microsoft every month, this can be an extremely useful time-saving feature.
- Instead of downloading the complete program every time Windows detects an update, it will only download the modified parts. This reduces data usage and makes updates faster.
- Power BI Desktop may be installed and updated without requiring administrative rights. This eliminates the need to get in touch with IT every time an application needs updating, speeding up the monthly update process.
Elements of Power BI
The three significant components of Power BI are Report-Create Visualizations, Data-Data imported from various sources, and Model- exhibit links between tables.
To Obtain Data
Bring in information from a wide variety of places, from simple Excel files to advanced web databases like Microsoft Dataverse.
In the preview box that appears, click on the table or sheet from the Excel file that you wish to import. Tables and sheets are represented by their respective icons. Excel tables have clean definitions with clearly delineated headers and row bounds, making them ideal for import.
In addition to the Transform Data option, you can load the data immediately or launch the Power Query Editor. Data transformation before loading can be helpful if you want to fix minor problems or inaccuracies in your data before publishing them. When you choose to transform the data, the Power Query Editor will launch in a new tab. Power BI training in Chennai at Softlogic trains you learn everything you need to know about Power BI and makes you stand forefront in your career.
Composing Data with Power Query Editor
Once data has been retrieved from the appropriate sources, it must be transformed using the power query editor in accordance with the requirements gathered.
- Data Cleansing – Eliminating unwanted columns and rows
- Providing the proper labels for the tables and columns
- Making new columns, and modifying existing ones with functions like uppercase, lowercase, and split, for strings.
- Altering the format of information by representing numbers as text and vice versa
- The need to combine data arises when the needs cannot be met with a single data source. For this reason, we often need to combine and add queries from various, irrelevant data sources.
By default, Power BI determines the connection between the tables and presents it in the Model and relationship perspective. Smart data modeling results in straightforward and productive data analysis, but there are occasions when it’s necessary to show the connection between the tables in the Model and Relationship portion after the data has been transformed.
Formulas in Data Analysis Expressions (DAX) are used for complex computations in measures, calculated columns, and calculated tables. Key performance indicator measurements must be derived from raw data using DAX (Data Analysis Expressions).
Construct Reports utilizing visuals from the visualization pane
Power BI allows you to create numerous types of visualizations, including bar charts, line charts, pie charts, tables, matrices, simple cards, key performance indicators, gauges, and interactive maps. Additionally, you can experiment with other formatting choices.
You should start by choosing the images you require for the report, followed by the fields you want to use as examples. Boost the adaptability of your report using Power BI slicers and delve deeper into the data.
Publish the report to the Power BI online service
After completing the report, click the “Publish” option to send it to your Power BI account, where it may be shared via email or a connection.
Comprehending Power BI Report Server
As an on-premises report server, Power BI Report Server provides access to reports and key performance indicators (KPIs) via a web interface and provides tools for building Power BI reports, paginated reports, mobile reports, and KPIs.
It shares some similarities with SQL Server Reporting Services and Microsoft’s Power BI online service but also has some key differences. Power BI Report Server holds Power BI reports (.PBIX) and Excel files, just like the Power BI service. Paginated reports may be accessed on-premises using Power BI Report Server, the same as with Reporting Services (.RDL). The reports can be viewed on a desktop or mobile web browser or emailed to the user’s inbox.
When compared to Reporting Services, Power BI Report Server is a specialized version, granting access to even more features and functionality, such as the ability to generate Power BI reports.
Techniques for Producing Effective Power BI Reports
- Don’t visualize for the sake of diversity. Visualizations should convey a clear image. Some data and visualizations require basic graphics. However, other facts may require a more elaborate depiction. Titles, labels, and other adjustments will help the reader.
- Encode quantitative data effectively. Limit numbers to three or four. Show numbers in thousands or millions with a precision of one or two decimal places to the left of the decimal point
- Avoid precision-time combinations. Clarify timeframes. No chart shows the preceding month with filtered charts from a specific month. Avoid mixing large and small measures in line or bar charts.
- One action may be millions, the other dozens. It would be hard to spot the differences between thousands of measurements. Combo charts are great for adding a second axis to your visualizations.
- Use 3-D and zero-based charts with caution. Remember that humans have trouble comprehending circular forms. Pie charts, doughnut charts, gauges, and other circular charts are appealing, but is there a better visual?
- Switch columns. Power BI charts, slicers, and filters display category (string) data alphabetically. If you need to change this order for days or months, Power BI Desktop can sort by a different column. Italics in the data grid show that the data is not Text, not that the data type is correctly specified.
- Take note of chart order. To find the greatest or lowest number, arrange by measure. Sort by the axis to quickly find a category.
- To simplify map creation, Power BI geocodes maps using Bing. Bing guesses your location using algorithms and hints. This improves geocoding accuracy.
- Maps typically show countries, states, and cities. Bing will recognize Power BI Desktop columns named after geographic locations.
- Pie charts should have fewer than eight categories. Pie charts are harder to compare than bar and column charts because you can’t compare values. Pie charts show part-to-whole correlations without comparing components. Gauge charts also show progress toward a goal.