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PowerBI Complete Detailed Notes

Power BI is a Microsoft Business Intelligence tool designed for data visualization and analytics, featuring components like Power BI Desktop, Service, Mobile, and Gateway. The workflow involves connecting to data sources, transforming data, creating models, and publishing reports for collaboration. Key functionalities include data modeling with DAX, various visualization types, and row-level security for data access control.

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2K views3 pages

PowerBI Complete Detailed Notes

Power BI is a Microsoft Business Intelligence tool designed for data visualization and analytics, featuring components like Power BI Desktop, Service, Mobile, and Gateway. The workflow involves connecting to data sources, transforming data, creating models, and publishing reports for collaboration. Key functionalities include data modeling with DAX, various visualization types, and row-level security for data access control.

Uploaded by

ankity9990
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Power BI Complete Detailed Notes

1. Introduction to Power BI

Power BI is a Business Intelligence (BI) tool developed by Microsoft for interactive data visualization and analytics. It
enables users to connect to multiple data sources, transform data, and create dynamic reports and dashboards.

2. Power BI Components

- Power BI Desktop: For creating reports and data models.


- Power BI Service: Online SaaS platform for sharing and collaboration.
- Power BI Mobile: Mobile app for viewing reports on the go.
- Power BI Gateway: For data refresh from on-premises sources.
- Power BI Report Server: On-premises report publishing.

3. Power BI Workflow

1. Connect to data sources.


2. Transform data using Power Query.
3. Create data models with relationships.
4. Build reports using visuals.
5. Publish to Power BI Service.
6. Share and collaborate on dashboards.

4. Data Sources in Power BI

Power BI supports various data sources including Excel, SQL Server, SharePoint, Web APIs, Azure, and more.

5. Power Query Editor

Used to clean and transform data:


- Remove/rename columns
- Change data types
- Split/merge columns
- Apply conditional columns

6. Data Modeling

- Create relationships between tables


Power BI Complete Detailed Notes

- Define calculated columns and measures using DAX


- Use star or snowflake schema for data modeling

7. DAX (Data Analysis Expressions)

DAX is a formula language used for calculations in Power BI.


Examples:
- SUM(Sales[Amount])
- CALCULATE(SUM(Sales[Amount]), Region = "East")
- IF, SWITCH, FILTER, RELATED functions

8. Visualizations in Power BI

Common Charts:
- Bar, Column, Line, Area, Pie, Donut, Scatter, Table, Matrix, Card, KPI, Treemap
Advanced Visuals:
- Funnel, Waterfall, Gauge, Map, Heatmap, Decomposition Tree, Key Influencers
Custom Visuals:
- Sankey, Radar, Sunburst, Gantt, etc.

9. Filters in Power BI

- Visual-level filter
- Page-level filter
- Report-level filter
- Slicers for user interaction

10. Power BI Service

- Publish reports from Desktop


- Create dashboards by pinning visuals
- Set up data refresh schedules
- Share and collaborate in workspaces

11. Power BI Datasets and Dataflows

- Datasets: Contain data and model used in reports


- Dataflows: Used for ETL processes in the cloud
Power BI Complete Detailed Notes

12. Row-Level Security (RLS)

Used to restrict data access based on user roles.


Define roles and DAX filters in Power BI Desktop.

13. Power BI Deployment

- Workspace: Container for dashboards, reports, and datasets


- Apps: Packaged content for end users
- Power BI Gateway for on-prem data access

14. Tips & Best Practices

- Use naming conventions


- Optimize data model (remove unused columns)
- Avoid using too many visuals on one page
- Use bookmarks for navigation
- Document your reports

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