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Power BI Complete Notes

Power BI is a Microsoft Business Analytics service that enables users to create interactive visualizations and reports through various components like Power BI Desktop, Service, and Mobile. Key features include data transformation with Power Query Editor, data modeling with DAX, and a wide range of visualizations. The platform also supports publishing and sharing reports, along with connecting on-premises data through Power BI Gateway.

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1K views3 pages

Power BI Complete Notes

Power BI is a Microsoft Business Analytics service that enables users to create interactive visualizations and reports through various components like Power BI Desktop, Service, and Mobile. Key features include data transformation with Power Query Editor, data modeling with DAX, and a wide range of visualizations. The platform also supports publishing and sharing reports, along with connecting on-premises data through Power BI Gateway.

Uploaded by

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

1. Introduction to Power BI

Power BI is a Microsoft Business Analytics service that provides interactive visualizations and business
intelligence capabilities with an interface simple enough for end users to create their own reports and
dashboards.

It includes:
- Power BI Desktop
- Power BI Service
- Power BI Mobile
- Power BI Gateway
- Power BI Report Server

2. Power BI Desktop

Power BI Desktop is a free application you install on your local computer that lets you connect to, transform,
and visualize your data. Key features:
- Connect to data sources
- Transform data with Power Query Editor
- Create relationships
- Build visuals and reports

3. Power Query Editor

Power Query Editor allows you to transform raw data into meaningful insights. Main features include:
- Remove columns, filter rows
- Split and merge columns
- Replace values
- Create custom columns
- Apply data types

4. Data Modeling in Power BI

Data modeling is essential for building relationships between tables. Concepts include:
- Relationships: One-to-many, many-to-one
- Star Schema vs Snowflake Schema
- Calculated columns and measures
Complete Power BI Notes

- DAX (Data Analysis Expressions)

5. DAX (Data Analysis Expressions)

DAX is a formula expression language used in Power BI for creating custom calculations. Common functions:
- SUM, AVERAGE, MIN, MAX
- CALCULATE, FILTER, RELATED
- IF, SWITCH, AND, OR
- Time Intelligence: TOTALYTD, SAMEPERIODLASTYEAR

6. Visualizations in Power BI

Power BI provides a wide range of visuals:


- Bar, Column, Line, Pie, Donut charts
- Tables and Matrix
- Maps (Filled map, Shape map)
- Cards, Gauges, KPIs
- Custom visuals from marketplace

7. Publishing and Sharing

Once a report is ready, it can be published to the Power BI service for sharing:
- Publish to Power BI Service
- Create dashboards from reports
- Share dashboards via apps or links
- Set up automatic refresh with gateways

8. Power BI Service

Power BI Service is a cloud-based platform for report distribution and dashboard creation. Features:
- Workspaces and Apps
- Dataset management
- Sharing and collaboration
- Alerts and subscriptions

9. Power BI Gateway

A Power BI Gateway is used to connect on-premises data to the Power BI Service for automatic refresh.
Complete Power BI Notes

Types:
- Personal Gateway (for individual use)
- Enterprise Gateway (for teams)

10. Power BI Interview Tips

For interview success:


- Know basics of DAX and data modeling
- Be ready to explain your dashboards
- Practice building reports from CSV or Excel
- Understand refresh scheduling and roles
- Prepare common use-cases: Sales dashboard, HR dashboard, etc.

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