power bi basis training - finext...power bi licensing & products power bi products license term...
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Power BI Basis Training
Victor VinkPeter van den BosCynthia GorleePaul Damen
16-08-2018
Who are we?
Victor Vink Cynthia GorleePeter van den Bos Paul Damen
Introductions : Please mention
�Your name / Company / Department
�Your experience with Power BI?
�How do you or want to use Power BI in your job?
�Your general programming / BI / Excel experience?
�What do you want to take away from this training?
Organization of this course
� Start: 09:00 End: 16:30/17:00
� Breaks • Small Breaks 15 minutes• Lunch 45 minutes
� Phones (quiet please)
� Feel free to ask at ANY moment
Training Style:
�Listen and Watch then ACTION
What
Finext
Who
• 200 Professionals
• Owned by these professionals
• Founded in 1999
Why
Where
Business Intelligence and Analytics
Vision
Dat
a dr
iven
deci
sion
mak
ing
1. Silo
2. Insight
4. Foresight
Enterprise information management maturity
3. Overview
Agenda
�What is Power BI?
�Power BI Licensing & Products
�Importing Data
�Transforming your Data
�Interactive Data Exploration
�Reporth Authoring
�Creating Dashboards and Uploading your Report
�Refreshing Data on the Dashboard
�Distributing Content to Larger Audiences
What is Power BI?
�A Business Analytic tool that delivers insights throughout your organization.�User friendly and simple, but on the other hand powerful and mature for complex data mash-up and modelling.
�Power BI exists of six components:• Power Query: Data mash up and transformation tool• Power Pivot: In-memory tabular data modelling tool• Power View: Data visualtization tool• Power Map: 3D Geo-spatial data visualization tool• Power Q&A: Natural language question and answering engine• Power BI Desktop: A powerful companion development tool for Power BI
�Power BI is used on 3 different locations• Power BI Desktop, only windows• PowerBI.com Website: Power BI reports and data can be shared through this• Power BI Mobile Apps: Mobile app supported on Android, Apple and Windows
Power BI Licensing & Products
Power BI products License
Term Perpetual
Power BI Desktop Free Free
Power BI Pro €8,40 / user / month N/A
Power BI Premium starts at €4200 / month for 8 cores (P1 node) N/A
Power BI Report Server included as part of PBI Premium included as part of SQL Server EE with SA
Power BI Embedded
starts at €0,8502 / hr for 1 core (A1 node)
starts at €620 / month for 1 core (EM1 node) N/A
Power BI Gateway Free Free
Power BI Mobile Free Free
Power BI – The first experience (1)
Power BI – The first experience (2)
>1: Open existing report, or start new report by getting data >2: Watch Power BI Desktop tutorial videos>3: Read latest news on Power BI
Power BI Desktop – Demo Start
�Download PBI content: Create a folder ”DIAD” on the C drive• Download from USB Drive OR• Download from link:• https://www.dropbox.com/sh/bic2fy8jl79rj7t/AABmkXuE0F-6VRjxdCKIHRfla?dl=0
�Add the downloaded ”Data” folder to the ”DIAD” folder• C:\DIAD\Data...etc.
Importing Data
Power BI Desktop – Importing Data (1)
�Import data using ”Get Data”
�Select Tables / Sheets/ Files/ Locations
�Press ”Edit” to go to ”Query Editor” (Power Query)
�Change Data types in Query Editor, via Home tab
�Remove / Select columns via Home tab
Power BI Desktop – Importing Data (2)
�Data Types in Power BI• Decimal number• Fixed decimal number• Whole number• Percentage
• Date/Time• Date• Time• Date/Time/Timezone• Duration
• Text
• Boolean (True/False)
• Binary
Transforming Your Data
Power BI Desktop – Transforming your Data (1)
�Rename Queries
�Transpose, Promote Headers, Split, Append
�Applied Steps• Navigate, delete, reorder
�M (Power Query)
�Untill ex. 28, page 24
Power BI Desktop – Transforming your Data (2)
�Adding columns• Conditional• From examples• Custom
�Query dependencies• Source• Dependencies
Power BI Desktop – Transforming your Data (3)
�Enable load• Doesn’t load the table to the data model
�Saving the pbi file• .pbix
�Apply
Interactive Data Exploration
Power BI Desktop – Interactive Data Exploration (1)
�Report
�Data
�Relationships
Power BI Desktop – Interactive Data Exploration (2)
�Report• Visualizations
• Standard• Market Place
Power BI Desktop – Interactive Data Exploration (3)
�Report• Visualizations
• Standard• Market Place
• Axis• Legend• Value
• Drill down• Drill down with hierarchy
• Grouping
Power BI Desktop – Interactive Data Exploration (4)
�Report• Visualizations• Format Pane
• See data
Power BI Desktop – Interactive Data Exploration (5)
�Adding columns (in modeling view)• With use of DAX
� Data Analysis eXpression (DAX)• Calculate• SamePeriodLastYear• AND = &&• OR = ||
� Quick Measure
�Manage Relationships• Many to 1 (*:1) • 1 to many (1:*)• 1 to 1 (1:1)
Power BI Desktop – Interactive Data Exploration (6)
�Conditional Formatting• Table• Matrix
Power BI Desktop – Interactive Data Exploration (7)
�Slicers / Filters• Date
• Slicer• Relative• Between• Before• After• List• Dropdown
• Dimension• List• Dropdown
• Visual level• Page Level• Drill Through• Report Level
Report Authoring
Power BI Desktop – Report Authoring (1)
�Rename fields�Hide fields
• Why?
�Hide, duplicate, rename
�Custom Themes• Via options, preview features
�Text, images, shapes
Power BI Desktop – Report Authoring (2)
�Analytics pane
�Sorting
�Title, Legend, Borders
Power BI Desktop – Report Authoring (3)
�Bookmarks
�Placing objects• Gridlines
Power BI Desktop – Report Authoring (4)
�Manage roles (security)
Creating Dashboard and Uploading your Report
Power BI Service – Creating Dashboard and Uploading your Report (1)
�Power BI Service• https://app.powerbi.com• Dashboards• Reports• Workbooks• Datasets
�Workspaces• Groups you’ve been added to• Sharepoint, Teams integration
�License Power BI pro is needed• 60 day free trial
Power BI Service – Creating Dashboard and Uploading your Report (2)
�Publish to Power BI Service• Login using office 365 account
Power BI Service – Creating Dashboard and Uploading your Report (3)
�Get Data
�Quick insights
�Usage Metrics report
Power BI Service – Creating Dashboard and Uploading your Report (4)
�Creating a Dashbaord in PBI Service• Pin tiles• Pin Pages
Refreshing Data on the Dashboard
Power BI Service – Refreshing Data on the Dashboard (1)
�Using the Data Gateway• Download from Power BI Service• Install and Run• Manage Gateway• Add Data Source
• Data Source Name• Data Source Type• Full Path• Authorization
�Schedule Refresh
Power BI – The Next Steps
Power BI – The Next Steps
�What will we cover in the advanced training• More in-depth information on Power Query(M)• Data Modeling• Advanced DAX training• Visual Analytics training; Best Practices & Theory
Who are we?
Victor Vink
+31613743749
www.linkedin.com/in/victor-vink
Cynthia Gorlee
+31640905029
www.linkedin.com/in/cynthiagorlee/
Peter van den Bos
+31613 760795
www.linkedin.com/in/peet1/
Paul Damen
+31611959011
www.linkedin.com/in/damenpaul/
Links, Tips, Blogs, Help & Fun Stuff
1. https://docs.microsoft.com/en-us/power-bi/guided-learning/2. https://www.daxpatterns.com/3. http://www.daxformatter.com/4. https://powerbi.microsoft.com/en-us/blog/5. https://community.powerbi.com/6. http://www.dutchdatadude.com/