Power BI Visualisation

Power BI is a data visualization tool that allows you to create interactive and visually appealing reports and dashboards. It provides a range of built-in visualizations, as well as the ability to create custom visualizations using the Power BI Visualization API.

Overall, Power BI is a powerful tool for creating and sharing interactive data visualizations, and it is widely used by business analysts, data scientists, and other professionals who need to communicate data insights effectively.

With the aim of equipping with this Ninja-level power. We have developed a 1-day workshop, which has been conducted at prestigious companies, including PwC, EY, ITC, Coca-Cola, Flipkart, Asian Paints, etc.

Power BI - Visualization | Course Outline:

• A: Overview of the User Interface ("UI") | 10 mins.
• Power BI Desktop’s UI: Visuals and Report formatting:
• Left-side Panel: Report (Dashboard), Data (Tables), Relationships
• Right-side Panel: Filter, Visuals (Field, Format, Analytics), Fields
• Ribbon Tabs
• File format – PBIX
• B: Power Query - Part 1 | 100 mins.
• Case Study: Input vs Output – What if you do this in Excel? (Intro_Exercise)
• Power Query’s role in data preparation & steps automation
• Power BI Desktop > Get Data & Transform tab
• General UI of Power Query – View Formula, Query Settings (Undo)
• Remove Other Columns
• Promote Headers
• Basics – Icon of Data Type (Left of column header)
• Remove Blank Rows
• Ctrl A & Remove Duplicates (single column vs. multi-column selection)
• UnPivot (cross-tab to flat-file)
• Why Pivot Table loves FlatFile? E.g., Grouping
• Rename Column Headers
• Merge Columns (~Contcatenate) vs. Column from Examples (~FlashFill)
• Custom Column – Basics
• Custom Column – Google search – power query custom column formula to …
• Check the impact of Data Type [ABC123] – ∑
• Conditional Column for Nested IFs (Low-Medium-High)
• Count Rows
• Duplicate Query (vs. Reference)
• GroupBy (based on Low-Medium-High)
• Copy Entire Table (1000 rows only)
• Close & Apply
• Copy the codes from “Advanced Query Editor”
• Copy Paste M-Query in Excel’s Power Query (Advanced Editor & Blank Query)
• Go to Excel -> Data tab -> Get Data -> From Other Sources -> Blank Query
• Load to… [Table vs Pivot Table]
• Queries & Connections
• Right-click on Query -> Refresh, Load to, Edit = Launch Power Query Editor
• Demo: Format – Trim, Clean, Case Change; Fill Down, Split to Rows; Replace Values
• C: Power Query - Part 2 | 120 mins.
• Case Study – Consolidate data using Append, Merge Queries:
• (3y_Sales – annual sales files i.e., 2016,2017,2018… in a Folder)
• Importing data from a Folder with multiple Excel files
• Note: Column Header Names & Case have to be same. **
• ** Self-reference guide (PPT with video links) provided for advanced / complex cases
• Merge Queries vs. Append Queries
• Advantages over VLOOKUP:
• Handle Speed & Volume: Can work on >1 mn rows
• Expand the table to give multiple output-columns in the same step unlike VLOOKUP
• Can do concatenated VLOOKUP – e.g., Lookup with 2 columns – ‘Region’ & ‘Cust_Type’
• Multiple JOIN Types such as – Left Outer, Inner, Full Outer
• Fuzzy Merge for spelling differences (Jerry M. Campbell vs Jery Cambell)
• Can do reverse lookup unlike VLOOKUP
• Common Blunders – Unwanted extra rows generated:
• PQ is case sensitive
• Using Duplicate IDs while doing Merge Queries (Cartesian Product)
• Download Full Training Outline
• D: Creating a Power BI report | 120 mins.
• Slicer:
• List, Dropdown
• Orientation (List) for Horizontal tiles; Single Select, Select all
• Common Formatting Options of Visuals – using Card Visual:
• Size (text)
• Display Units
• Value Decimal places
• Shadow
• Label
• Calculation of Fields (Sum, Count, DistinctCount)
• Clustered Column:
• Label
• Dashed average line with Label
• Conditional Formatting – for spotting patterns (DistinctCount of Customers)
• Tricks – Visualization, Interactivity, Data Exploration:
• Edit Interactions – Control Interactions between Visuals (Controller vs Controlled)
• Edit Interactions – Filter vs Highlight vs None
• Small Multiples
• Horizontal Bar Chart with TopN Filter
• Treemap
• Demo – Custom Visuals from Marketplace – Calendar Heatmap (Tallan)
• Refer our videos on data exploration
• Matrix:
• It’s like Pivot Table
• Disable Subtotals (Row & Column)
• Conditional Formatting like Rules along with Advanced Controls
• Data Bars (Show Bar only) with +/-, Background Color for Heatmap, Icons
• Extra:
• Filter levels – Report level vs Page level vs Visual level [^ if time permits]
• Custom Tooltip – On hover visuals [^ if time permits]
• Publish and Share a Power BI report
• Download Full Training Outline
• E: Recap, QnA & Next Steps for Learning | 30 mins.
• DAX & Basics of Data Modelling