PowerPoint Presentation

Excel to Power BI

The Power BI journey#01Basic understanding 02Intermediate level 03Advanced level, Functions, Macros04Power Query05Power Pivot & DAX06Power view, power map

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Power BI designer, Power BI web appThe Power BI journey

Learning journey#0102Excel learning curveA typical learning curve for Power pivot

Courtesy: PowerPivot Pro010202Power pivot learning curveLearning curveThe Power BI journey

A typical learning curve for excel

Courtesy: PowerPivot Pro

#AnalyzeVisualizeDiscoverPower Query is for Search, Connect, arrange, normalize, access & transform data & data sources from internal data, external, internetPower Pivot is for Easy data modeling and preparing data for what you want to see in your visualization.

Sources are Excel table, power query or data connections to databases & other services.Power View and Power Map & Power BI apps are for Its time to visualize the data model

3 stages of Power BI AnalyticsThe Power BI journey

123#010203Data Connections from FilesData connections to Excel files, CSV and text filesConnections to SAP BOBI, Facebook etc.Merging & Appending data queries010302Data Connection from other sourcesCombining data

Power Query data sourcesPower Query lookPower Query data tabsPower Query data sourcesStage 1DiscoverThe Power BI journey

#01Power Query editorAfter connecting with data source, power query editors window appears as shown above01

Each editing step is monitored & can be reversedPower Query data sourcesPower Query lookPower Query data tabsStage 1DiscoverThe Power BI journey

#010203Power Query home tabQuery can be refreshed, format of a particular column can be selected, two queries can be merged or appendedPower Query transform tabPower Query add column tab

Wonderful feature of unpivot column. Column can be split, header row can be established & format of the columns can be done here.A new column can be added etc.Power Query data sourcesPower Query lookPower Query data tabsStage 1DiscoverThe Power BI journey

#0102Adding data Any excel table can be added directly through selecting add to data model aboveAdding data-through P. QueryPower pivot interfaceRelationshipsDAX Function typesThe Power BI journey

Stage 2Analyze

If data is first obtained through power query then after doing formatting, it can be loaded to power pivot through close & load to option in power query editor.

Understanding DAX #0102Power pivot ?02Power pivot lookThe Power BI journey

Stage 2Analyze

After adding the data to data model this is what you will get.At this stage relationships can be established among various data tablesEach table appears as separate worksheet in power pivotCalculated columns can be added.Calculated fields (explained later) can be added.The PowerPivot database is a set of tables that are loaded in memory and saved into an Excel workbook. When loaded in memory, these tables are viewed in the PowerPivot window, not on Excels worksheets.Power pivot interfaceRelationshipsDAX Function typesUnderstanding DAX #01Data relationshipEstablishing Links among various tables is very easy.Each block represents one table having many columns and related columns can be simply dragged and joined.One to one relationships can be made by joining related columns from two tablesSo far the relationships support one to one relationship.For many to many relationships, a table with common records can be created and both columns can be joined to the single or unique value table.

Stage 2AnalyzeThe Power BI journey

Power pivot interfaceRelationshipsDAX Function typesUnderstanding DAX #01Calculated fields-DAX Calculated fields can be added to a particular table

Flexibility of adding name and description of the Calculated fields.

Formula can range from simple multiplication, subtraction to complex DAX queries

Each formula can be assigned to a category like percentage, Currency, date and general with decimal points.

Stage 2AnalyzeThe Power BI journey

DAX formulas can be used either in PowerPivot tables, or in PivotTables in Excel:

Formulas can be used in calculated columns, by adding a column and then typing an expression in the formula bar in the PowerPivot window.

Formulas can also be used in measures. You create these formulas in Excel, by clicking Calculated fields in an existing PowerPivot PivotTable or PivotChart. Power pivot interfaceRelationshipsDAX Function typesUnderstanding DAX #010202Calculated fields/columnsDAX DefinitionThe Power BI journey

DAX can be a simple formula as above where REVENUE is the table name and [sell Net total] is the columns nameDAX can be a complex formula like above which calculates month to date revenue for the selected context. The BLUE highlighted items are called functions.What is DAX (Data Analysis eXpressions)?DAX is a collection of functions, operators, and constants that can be used in a formula, or expression, to calculate and return one or more values. In other words, DAX helps you create new information from data already in your model. Total revenue := (Revenue[Sell Net Total])+(Revenue[Fuel surcharge])MTD Revenue Net :=TOTALMTD(SUM([Sell Net]),(Table1[Account Date]))

Yield := [Sum of Carrier revenue ]/[Sum of Weight Chargeable KG]Previous Quarter Sales:= CALCULATE(Revenue[Sell Net Total], PREVIOUSQUARTER(Revenue[Account date]))DAX becomes more complex by adding calculate function which calculates the figures for the selected context or slicer, or by ignoring the context, depending on how it is used.Stage 2AnalyzeThe same formula can behave differently depending on whether the formula is used in a calculated column or a measure.

In a calculated column, the formula is always applied to every row in the column, throughout the table. Depending on the row context, the value might change.

In a measure (calculated fields) however, the calculation of results is strongly dependent on context. That is, the design of the PivotTable and the choice of row and column headings affects the values that are used in calculations.0304DAX example-SimpleDAX example- complexPower pivot interfaceRelationshipsDAX Function typesUnderstanding DAX #0102Understanding FunctionsDAXTime intelligence

CLOSINGBALANCEMONTH CLOSINGBALANCEQUARTER CLOSINGBALANCEYEAR ENDOFMONTH ENDOFQUARTER ENDOFYEAR FIRSTDATE LASTDATE NEXTDAY NEXTMONTH NEXTQUARTER

NEXTYEAROPENINGBALANCEMOTH PARALLELPERIOD PREVIOUSDAY PREVIOUSMONTH PREVIOUSQUARTER PREVIOUSYEAR SAMEPERIODLASTYEAR TOTALMTD TOTALQTD TOTALYTDTypes of various functions Statistical Functions

AVERAGE AVERAGEA AVERAGEX COUNT COUNTA COUNTAX COUNTBLANK COUNTROWS

COUNTX MAX MIN MINA MINXDate and Time functions

DATE DATEVALUE DAY EDATE EOMONTH HOUR MINUTE MONTH

TIME TIMEVALUE TODAY WEEKDAY WEEKNUM YEAR Time intelligence

AND FALSE IF IFERROR NOT OR TRUE The Power BI journey

Power pivot interfaceRelationshipsDAX Function typesUnderstanding DAX Deep understanding of these DAX functions is very essential and can make a big difference in the data model buildup and later its use in the dashboards #0102Power view lookStage 3 VisualizationPower view is the instant visualization available within Excel.Through inserting power view, PowerPivot data model can be viewed a power viewPower view with card as slicersPower BI on webPower BI windows appPower BI iOS/Android appThe Power BI journey

Power MapPower View Power BI designer

Various fields can be selected as slicers/cards and data can be viewed with reference to particular context.

#0102Power map viewStage 3 VisualizationThe power map function allows to have a geographical view of the data.Various data layers can be added on one map where the height or width can represent various data characteristicsVarious data layers can be shown with reference to timeline of the changes in data over time.Power map-heat map The Power BI journey

Power BI on webPower BI windows appPower BI iOS/Android appPower MapPower View Power BI designer

In addition to bar charts, map contains the functionality of showing heat maps# 0102Power BI Designer ?Stage 3 VisualizationThe Power BI Designer is a companion application for Power BI. It is a standalone Windows Desktop application that can bae downloaded from the Power BI site02Power BI designer View The Power BI journey

Power BI on webPower BI windows appPower BI iOS/Android appPower MapPower View Power BI designerThis application combines Power Query, Power Pivot Data Model and Power View into a seamless experience that will allow users to build their Power BI elements in an offline fashion and then upload to the Power BI Service

There are two buttons on the lower left hand corner. The Report button opens the report as shown in the left hand side. Whereas Query button opens the query in power view.

The data can be arranged in power query and report can be designed. This file can thus be used as a source file to power BI application.Designer is a great report building tool which gives lot of charting options.

03Report & Query buttons#0102Power BI windows appStage 3 VisualizationAvailable through office 365 subscription.Left hand side lists down all the created dashboardsDashboard connects to wide variety of resources from local MS Excel, Power bi designer files to resources like google Analytics, appfigure, marketo etc.

02Dash Board Inside View The Power BI journey

Power BI on web Power BI windows appPower BI iOS/Android appPower MapPower View Power BI designerEvery dash board allows user to do Q&A where questions can be asked from the dataThe charts can be selected from already designed charts in Power BI designer or created through Q&A.The formatting of the charts can also be done.Questions can be further improved by selecting existing fields on the go.#010203Power BI windows appStage 3 VisualizationApp can be downloaded from windows store.Currently office 365 subscription is required to use the functionalityLeft hand side view shows the format of the dashboardDash Boards Inside View

The Power BI journey

By clicking a specific dashboard further details of the dashboard can be seen.Power BI on webPower BI windows appPower BI iOS/Android appPower MapPower View Power BI designer#0102Power BI iOS app viewStage 3 VisualizationApp is available on iOS and Play store.Inside View of Dashboard The Power BI journey

Power BI on webPower BI windows appPower BI iOS/Android appPower MapPower View Power BI designer

By clicking a specific dashboard further details can be seen as displayed. Above is a screenshot from an iPhone.#0102BooksLearning resources>>>>>>From medium to advanced knowledge >>>>>Sites/Blogshttp://www.powerpivotpro.com/http://blogs.msdn.com/b/powerbi/https://powerbi.microsoft.com/

The Power BI journey

#01Upcoming FeaturesUpcoming DevelopmentsInterested users should use power pivot and power query for all the data analysis no matter what is the size of the data and complexity involved.

DAX is the core knowledge area and improving DAX skill will make a great difference in making you a great data analyst

In addition to practicing and spending time in excel, users should read academic material on the BI and DAX as it will significantly help in understanding the concept and its application. I have given some references earlier.

Complete each analysis from adding data to the model to final Dash board as it will help understanding the complete cycle of the power BI.

The Power BI journey

On July 24, 2015 power BI is going to be generally available.Power BI designer will be renamed as Power Bi Desktop.Some new chart types like waterfall and area charts and matrix will be added.Q&A visual formatting will be announced.Space management on power BI will also be introduced.

02My personal advice#01IntroductionAbout meI am a Finance & Accounting professional and Fellow member of The Institute of Chartered Accountants of Pakistan.I have got 14+ years of experience in managing the financial affairs of large scale Corporate entities as head of Finance and Accounting departments.I have a passion for Business intelligence products/solutions & Financial Data modelling.Currently I am working as Finance Director with Saudi Airlines Cargo Company in Jeddah, Saudi Arabia.Email: Zubkhan@gmail.com. Feel free to ask any question and I would be glad to answer.LinkedIn: https://sa.linkedin.com/in/zedakhanThe Power BI journey

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