Power BI Tutorial

Business intelligence is an innovation driven technique that assists you to examine information and to give significant data which aids corporate chiefs, business directors, and different clients to make business decisions. In this Power BI tutorial for beginners, you will learn about the Power BI basics: What is Power BI, Why use Power BI, Types of Power BI tools, History of Power BI, Architecture of Power BI, Power BI Dashboard, Who uses Power BI, Advantages of Power BI, and Disadvantages of Power BI. Let’s go through them in detail.

What is Power BI?

Power BI is a Business Intelligence and Data Visualization device for changing over information from different information sources into intuitive dashboards and analysis reports. Power BI provides cloud-based administrations for intuitive visualizations with a basic interface for end clients to make their own reports and dashboards. Other Power BI variants like Desktop, Service-based (SaaS), and portable Power BI applications are utilized for various stages. It gives numerous software connectors and administrations for business intelligence

Why use Power BI

  • Power BI permits real time dashboard refreshes. 
  • Pre-constructed dashboards and reports for SaaS Solutions.
  • Provide secure and solid association with your information sources in the cloud or on-premises. 
  • It provides Quick sending, hybrid arrangement, and secure climate. 
  • Permits information investigation utilizing common language query.
  • Provides highlights for dashboard representation routinely refreshed with the local area. 

Who uses Power BI

  • Consumer for End User Report
  • Developer & Database Administrator
  • Data Scientist
  • Business & Data Analyst
  • IT Team, IT Professional
  • PMO - Project and Portfolio Manager 

History of Power BI

Power BI was conceptualized by Ruler and Dhers Netz of the SQL server coverage services team at Microsoft. In 2010, it was designed by West Chadic George named as Project Crescent. In 2011, It was bundled with SQL Server Codenamed Mount McKinley. Microsoft revealed the first preview to Power BI in September 2014. The first version of Power BI was delivered on 24 July 2015. It depended on Excel Based Add-ins like Pivot, Power Query, view, and Map.

Installation of power BI

To check the framework necessities, installation documents detail, clients need to explore “Advanced download options”. Following are the system necessities to download Power BI tool

Supported Operating Systems

  • Windows 7, Windows 10,Windows 8.1, Windows Server 2008 R2, Windows 8, Windows Server 2012, and Windows Server 2012 R2
  • Microsoft Power BI Desktop requires Internet Explorer 9 or higher
  • Microsoft Power BI Desktop is available for 32-bit (x86) and 64-bit (x64) platforms
  • Clients can choose a language where they need to install Power BI and following documents are accessible for download.

Installation of power BI

Installation of power BI - 1

PBIDesktop_x64.msi displays a 64-bit OS file. Choose the file you need to install as per OS type and click Next. Save the installation file on the local drive.

Installation of power BI - 2

At the point when you execute the installation record, the given screen is displayed.

installation record

Accept the license agreement and adhere to the guidelines on the screen to complete the installation.

 complete the installation

It dispatches a welcome screen,when Power BI is introduced. This screen is utilized to dispatch various alternatives identified to get information, enhance the current information models, make reports just as distributed and share reports.

information models

Architecture of Power BI

Data Processing:

The coordinated information is as yet not ready for representation as the information requires processing. This information is pre-handled. For instance, excess qualities, missing qualities will be eliminated from the data collection. The business rule ought to be applied to the information when the information is cleaned. You can stack that information back to Data Warehouse. 

Data Integration:

An association requires to work with information that comes from various sources which could be in different record layouts. The information ought to be separated from an alternate source that can be from various servers or databases. This information is coordinated into one standard configuration in a typical arranging region. 

Data Presentation:

When the information is stacked and prepared, it tends to be envisioned much better with utilization of different visualisations that Power Bi has to bring to the table. Utilization of dashboard and report aids one address information all the more naturally. The visual report encourages business end clients to take business choice dependent on the bits of knowledge.

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Power BI incorporates the given components:

Power BI Desktop:  This is utilized to make reports and information visualizations on the dataset. 

Power BI Gateway: You can use Power BI on-premises gateway to keep your data fresh by connecting to your on-premises data sources without the need to move the

data. It allows you to query large datasets and benefit from the existing investments.

Power BI Mobile Apps: You can remain associated with their information from anyplace. Power BI applications are accessible for Windows, iOS, and Android platforms. 

Power BI Service: This is a cloud administration and is utilized to distribute Power BI reports and information representations.

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Power BI Dashboard

Power Bl Desktop is an expansion apparatus used to produce dashboards and reports. These applications will be availed by different clients through mobile devices and desktops.

There are Power BI segments with five main parts delivered in the market. 

Power Query: It can be utilized to look for, access, and change public or potentially internal information sources. 

Power BI Service: It permits you to share information perspectives and exercise manuals, which you can revive from on-premises and cloud-based information sources. 

Information Catalog: This segment permits the client to find and reuse inquiries utilizing the Data Catalog. Metadata can be encouraged for search usefulness.

Power View: This segment permits you to envision, break down, and show information. 

Data Management Gateway: It provides occasional information boosts, observes information, and uncover tables. 

Power Map: It rejuvenates information with interactive topographical perception. 

Power Pivot: It is utilized for information displaying for in-memory examination. 

Power BI Q&A: It permits you to pose inquiries and find quick solutions utilizing a characteristic language inquiry. 

Power BI Training

  • Master Your Craft
  • Lifetime LMS & Faculty Access
  • 24/7 online expert support
  • Real-world & Project Based Learning

Power BI data modelling

Using Data Modeling and Navigation

Data Modeling is used to interface numerous information sources in BI tools utilizing a relationship. A relationship characterizes how information sources are associated with one another and you can make fascinating information visualizations on numerous data sources. Using the modelling highlight, you can fabricate custom calculations on the current tables and these columns can be introduced into Power BI representations. This permits organizations to characterize new measurements and to execute custom figures for those measurements.

Power BI data modelling

You can see a typical data model, in the above picture, which displays a connection between two tables. The two tables are connected utilizing a column name "Id". Also, in Power BI, you set the connection between two objects. To set the relationship, you need to drag a line between the regular columns. You can see the "Relationship" in a data model in Power BI. To make an information model in Power BI, you require to add all information sources in Power BI new report choice. To add a data source, move to the Get data alternative available. At that point, choose the data source you need to interface and snap the Connect button.

Power BI new report choice

When you add an information source, it is introduced on the right side bar. In the accompanying picture, we have utilized 2 xls files to import information - Customer and Product. 

 utilized 2 xls files

In Power BI on the left side of the screen, you have the given three tabs,

  • Report
  • Data
  • Relationships

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Power BI visualizations options

Making Simple Visualizations

Visualizations are utilized to viably introduce your information and are the fundamental blocks of any Business Intelligence apparatus. Power BI includes different default information representation parts that incorporate basic bar diagrams to pie charts to maps, and furthermore complex models like pipes, measures, and numerous different segments. 

Power BI visualizations options

You can make visualization two methods in Power BI. First, by adding from the ride side sheet to Report Canvas. Of course, it is the table kind of representation that is chosen in Power BI. Another method is to drag the fields from right sidebar to the axis and value axis under Visualization. You can add different fields to every axis according to the necessity.

Report Canvas

It is additionally conceivable to move your visualization on the detailing canvas by clicking and afterward dragging it. You can switch between various sorts of diagrams and visualizations from the Visualization sheet. Power BI endeavors to change your chosen fields over to the new visual sort as intently as could really be expected.

Power BI Excel Integration

Using Excel Data

Utilizing Power BI, you can import Excel manual documents from the local drive into Power BI. To import information from the excel sheet, you need to guarantee that every column has a legitimate name. To import an Excel record in Power BI, explore to Get Data → Files → Local Files. 

Power BI Excel Integration

Importing xls Files

In Power BI Service, explore to My Workspace → File → Local File. 

Importing xls Files

It isn't important your Excel document should just be saved on the Local Drive. You can import an Excel manual from OneDrive or even from SharePoint. 

When the dataset is imported, you are prepared to make the reports in Power BI. Imported dataset is accessible under "DATASETS" choice in Power BI menu. Double tap Datasets. At that point, explore the Explore tab and then to Report Canvas. All the fields from your table and related columns are accessible under the Fields choice on the correct side of the screen. Choose any visualization and add the fields from the table to representation to make a report.

DATASETS

DAX functions in Power BI

DAX (Data Analysis Expressions) is a formula expression language and can be utilized in various BI and visualization apparatuses. DAX is called a function language, where the full code is placed within a function. DAX programming equation includes two data types: Numeric and Other. Numeric incorporates - integers, cash and decimals, while Other incorporates: string and library object. Following is an illustration of DAX formula, which utilizes a function to compute a column in a table. 

DAX functions in Power BI

DAX functions can incorporate other functions, conditional statements, and value references.

DAX Functions

In Power BI, you can utilize diverse function types to investigate information, and make new columns and measures. It incorporates functions from various categories, for example, 

  • Aggregate
  • Text
  • Date
  • Logical
  • Counting
  • Information

Power BI gives a simple method to view all the functions. At the point when you begin composing your function in the formula bar, you can view the rundown of all functions beginning with that letter in order.

DAX Functions

Aggregate Functions
  • MIN
  • MAX
  • Average
  • SUM
  • SUMX
Logical Functions
  • AND
  • OR
  • NOT
  • IF
  • IFERROR
Counting Functions
  • DISTINCTCOUNT
  • COUNT
  • COUNTA
  • COUNTROWS
  • COUNTBLANK
INFORMATION Functions
  • ISBLANK
  • ISNUMBER
  • ISTEXT
  • ISNONTEXT
  • ISERROR
TEXT Functions
  • REPLACE
  • SEARCH
  • UPPER
  • FIXED
  • CONCATENATE
DATE Functions
  • DATE
  • HOUR
  • WEEKDAY
  • NOW
  • EOMONTH

Comparison with other BI tools like tableau 

Tableau is believed to be one of the main instruments in the BI market. Power BI is a rising instrument in close rivalry with Tableau due to its backend information control highlights and connectivity with the list of information sources. Tableau is a standout amongst other data visualization apparatuses in the firm and is utilized by medium and enormous ventures. Power BI is firmly incorporated with the Office 365 suite, and subsequently it is viable from different sources, for example, SharePoint. 

Costing

Tableau is costly when contrasted with Power BI yet at the same time under spending plan for little and medium venture. 

Power BI gives a free form 1GB cutoff on the dataset. Power BI Pro is a less expensive arrangement when contrasted with some other BI apparatus. 

Data Visualization

Tableau gives solid information visualization and is one of the primary information visualization apparatus on the market. Power BI gives a solid backend information control highlight with admittance to straightforward representations. 

Implementation

Tableau gives diverse implementation types according to hierarchical necessities panning from not many hours to few weeks. 

Power BI utilises cloud storage and incorporates straightforward implementation measures.

Size of Dataset

Tableau can interface a lot bigger datasets when contrasted with Power BI. 

Power BI has a constraint of 1GB information in free form. 

License and Pricing

Tableau Online with private cloud: USD 42/user/month

Tableau Desktop Personal: USD35/user/month and it can connect to data sources such as Google Sheets and Excel files.

Tableau Desktop Profession: USD70/user/month and it can connect to hundreds of data sources.

Tableau Server: Minimum 10 users with the cost of USD35/user/month

Power BI: Free

1 GB storage

10k rows/hour data streaming

Power BI Pro:

USD9.99/user/month

10 GB storage

1 million rows/hour

Data Sources

Tableau covers a huge scope of information sources to interface with for information visualization. You select the dataset first and representations are utilized on the fly in Tableau. Power BI covers the majority of the information sources accessible in Tableau. It is firmly coordinated with Office 365, thus gives availability to SharePoint. Power BI online form bolsters direct representation on Search Engine, however, just Bling is supported now.

Advantages of Power BI 

  • Post distributing the information into Power BI web administration can plan revival without manual intercession. 
  • Provides pre-assembled dashboards and reports for SaaS Solutions. 
  • Give constant dashboard refreshes.
  • Reconciliation with both Python and R coding to utilize representations. 
  • Query gives numerous choices identified with cleaning the information. 
  • Power BI provides brisk arrangement, hybrid design, and a protected climate. 
  • Information investigation utilizing normal language inquiry. 
  • Secure and dependable association with your information sources in the cloud or on-premises. 
  • New highlights added that are incredible for excel clients. 
  • Broad database availability capacities Q&A include distribution to the web. 
  • Highlight for dashboard representation 
  • Power BI supported by the superpower with computerized reasoning and AI.

Disadvantages of Power BI 

  • Dashboards and reports just imparted to clients having similar email domains. 
  • Power Bl won't blend imported information, which is availed from real time connections. 
  • Power Bi won't acknowledge the document bigger than 250MB and zip file which is packed by the information of X-speed in-memory database. 
  • Power BI can't acknowledge record size bigger than 1 GB. 
  • Dashboards never acknowledge or pass client, account, or other substance boundaries. 
  • Not many information sources that license real time associations with Power BI reports and dashboard.

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Conclusion 

BI encourages you to analyze information and to give noteworthy data that assists corporate heads, business supervisors to settle on educated business choices. Power BI is a Business knowledge and Data Visualization device that causes you to change over information from a different information source. If  you have any queries kindly mention that in the comment section.

 

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Gayathri
Gayathri
Research Analyst
As a senior Technical Content Writer for HKR Trainings, Gayathri has a good comprehension of the present technical innovations, which incorporates perspectives like Business Intelligence and Analytics. She conveys advanced technical ideas precisely and vividly, as conceivable to the target group, guaranteeing that the content is available to clients. She writes qualitative content in the field of Data Warehousing & ETL, Big Data Analytics, and ERP Tools. Connect me on LinkedIn.