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Power BI: A Complete Introduction Guide

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0% found this document useful (0 votes)
31 views10 pages

Power BI: A Complete Introduction Guide

Uploaded by

Praveen Pogaku
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

Power BI Analytics Benchmark (AB) Trainings

Power BI - A Complete Introduction

Power BI

Power BI is a collection of Tools or Software’s provided by Microsoft Corporation for


performing Business Intelligence Activities.

Power BI is a Self Service, Cloud Based Reporting Software (OR) Data Visualization
Software (OR) Data Analytics Software (OR) Business Intelligence Software.

To Perform Business Intelligence there are “N” numbers of Business Intelligence


Tools/Software’s both Traditional and Self serviced in the Market from Different Vendors,
below are the popular among them and their service provider.

BI Tool Service Provider


Power BI Microsoft
Tableau BI Tableau Software
QlikView Qlik
Qlik Sence Qlik
MSBI Microsoft
Microstrategy Microstrategy Corporation

We have two types of BI tools in market

1. Traditional BI
2. Self-Serviced BI

In recent years, we observe that there has been an evolutionary shift from legacy, on
premise traditional Business Intelligence (BI) solutions to cloud-based, self-serviced BI.

Traditional BI

Traditional BI has been around for years and often requires a high-level technical skill
to implement, administer and maintain the solution. Another characteristic of traditional BI is
that it requires the solution to be housed on premise. For growing companies, this is a costly
and ineffective solution. Additionally, since traditional BI is typically a technical product, it’s
difficult for business users to have access to it.

Fundamental characteristics of Traditional BI

 Traditional Tools offers a broad range of features which allow companies to cover a
wide spectrum of reporting types and an array of use cases.

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 Requires a high level of technical expertise, users rely significantly on IT to perform


even the most basic functions like building reports. As a result, user adoption rates
may suffer.
 Requires IT to have SQL query skills or learn a proprietary query language in order to
implement- which drives up cost and adds to the time required to deploy the solution.

Self Service BI

Self-service BI is a form of Business Intelligence in which end users are


empowered to independently satisfy their own information needs. With self-service BI, non-
technical professionals can generate their own reports, run their own queries, and conduct
their own analyses, without the assistance of IT staff.

Fundamental characteristics of Self-Service BI

 Business users are able to access the real-time data they want and quickly generate
results without the need for technical expertise. Often, no coding skills are required.
 Self Service BI’s upfront costs, total cost of ownership (TCO) and total cost of change
(TCC) are significantly less than Traditional BI’s costs.
 User adoption is typically greater with Self Service BI than with Traditional BI because
it’s easier for the non-technical business user to understand and leverage.

Cloud Based

 Cloud-based is a term that refers to applications, services or resources made available


to users on demand via the Internet from a cloud computing provider's servers.
 With the help of Power BI Service you can analyze your data anywhere from the world
with the help of internet.

On-Premise BI

 On-Premises BI software which is installed locally, on a company’s own computers and


servers.
 Power BI Report Server is a solution that customers deploy or install on their own
premises for publishing, sharing and managing Reports.
 Reports shared from Power BI Report Server can be accessed within the Network only.

Reporting

 Presenting the Data in a Structured Format we call it as Reporting. With the help of
Power BI we can present the Data in a Structured Format hence we called Power BI
Software as a Reporting Software.

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Data Visualization

 Presenting the Data in the form Graphs, Charts, Maps etc., we call it as Data
Visualization (OR) Graphical Representation of Data we call as Data Visualization. With
Power BI Software we Can Present the Data in a Graphical Format hence we call Power
BI Software as Data Visualization Software.

Data Analytics

 Performing the Analysis on the Data we call it as Data Analytics. With the Help of
Power BI Software we can perform Analysis on huge Volumes of Data hence we call
Power BI Software as Data Analytics Software.

Business Intelligence

 Business Intelligence is a Process which Converts Business Data into Actionable


Information.
 Business Intelligence Process helps Business Managers to make more informed business
decisions.

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When you go as any BI Developer Clients will provide the OLTP(S) which Contains
Business Data and ask you to perform the Analysis. It is not recommended to perform the
Analysis Directly on top of OLTP System. As a BI Developer First we need to create an OLAP
System where we need to bring data that is required for Analysis. To move the Data from
OLTP Systems to OLAP System we need to use ETL Tools. Once Data is there in the OLAP we
need to Start Performing the Analysis. Create the Reports and Visuals on Top of OLAP and
Finally Share them with Clients.

To Perform this Business Intelligence Activities Microsoft Provided Power BI Software.

Power BI is the not the Name of Single Software. It’s the Name for Suite of Software’s
which we used for performing Business Intelligence (BI) Activities.

Power BI Software’s / Tools / Products

o Power BI Desktop
 Power Query
 Power Pivot
 Power View
o Power BI Service
o Power BI Report Server
o Power BI Mobile

Power BI Desktop

 Power BI Desktop is a tool to Connect to, clean, model, and visualize your data.
 With Power BI Desktop, you can connect to different Data Sources to Extract the Data,
Transform the Data if required, Model the Data (Data Modeling) and visualize the Data
in different ways.
 Power BI Desktop is the combination of below software’s

 Power Query
 Power Pivot
 Power View

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Power Query

 Power Query is used for Data Extraction, Transformation and Loading. It’s an ETL
Software in Power BI.
 With the help of Power Query, we will connect to the different Data Sources to Extract
the Data, Transform the Data and then we will load the Data into Power Pivot.
 The Power Query Software comes with a graphical tool “Power Query Editor” and a
formula language M (Mashup) Language to Transform the Data.
 With the help of predefined functions in the graphical tool we can transform the data
in Power Query. However, Power Query can be programmed to create custom
functions. This gives you seemingly unlimited potential to transform your data in just
about any way possible.
 The formula language we used in Power Query is the M (Mashup) language to create
the custom functions.
 Power Query can load the result set into Power Pivot model.
 Power Query not only makes all these tasks easier, but it also records your steps.

Power Pivot

 Power Pivot is an In-Memory Columnar Database where we store the Data that is
required for Analysis Purpose. Power Pivot is used for preparing an OLAP / Dataset.
 Power Pivot is the place where we place the transformed data that is loaded by Power
Query for Data Modeling.
 Power Pivot works on xVelocity In-Memory based tabular engine. Current Name for
Power Pivot “In Memory” is xVelocity previously they used to call as Vertipaq Engine.
 The In-Memory engine gives Power Pivot super-fast response time and the modeling
engine would provide you a great place to build relationships through Entities, build
your Star Schema, Create New Columns, New Measures/Quick Measures and New
Tables, and so on.
 To Enhance the Data Model Power Pivot uses Data Analysis eXpression language (DAX)
for building New Columns, New Measures/Quick Measures & New Tables.
 DAX is a powerful functional language which contains multiple functions that are
helpful to perform the Data Analysis extensively as per the Client needs by creating
new information Like New Columns, New Measures/Quick Measures & New Tables.

Power View

 Power View is used for Data Visualization.


 With Power View you can create interactive charts, graphs, maps, and other visuals
that bring your data to life.

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Power BI Desktop Process Flow

 Power BI Desktop as mentioned above is an editor for three components Power


Query, Power Pivot, and Power View.
 Power Query connects to data sources and mash up the data with a formula language,
the result set of Power Query will be loaded into a tabular model which is Power
Pivot.
 Power Pivot can set the relationships and allow you to create New Columns, New
Measures / Quick Measures and New Tables using DAX Language and set the Data Model
as you want.
 Then Power View connects to the Data Model and Visualizes the data with different
charts and visualization elements.
 Power BI Desktop has everything in one editor, and this makes it an easy to use tool.
 You can solve very complex challenges with Power BI Desktop only because of its
underlying components.

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Power BI Service

 Power BI Service is cloud based solution which is managed by Microsoft Corporation for
publishing, sharing and managing Reports and Dashboards.
 Reports or Dashboards shared from Power BI Service can be accessed anywhere from
the world.
 You can view the Reports or Dashboards that are shared with you with the help of web
browsers or Mobile Application (Power BI Mobile).

Power BI Report Server

 Power BI Report Server is a solution that customers deploy or install on their own
premises for publishing, sharing and managing Reports.
 Reports shared from Power BI Report Server can be accessed within the Network only.
 You can view the Reports that are shared with you with the help of web browsers or
Mobile Application (Power BI Mobile).

Power BI Mobile

 Power BI Mobile is a mobile application which is used to see the Reports and
dashboards shared with us by logging with our server credentials.
 Power BI Mobile App is available for Android, Apple, and Windows Phone, simply
download it from Google Play (Android), or App Store (Apple), or Windows Store
(Windows Phone) and install.
 After the installation login with your server credentials (username and password), and
you’ll see Reports and Dashboards shared with you.

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The Flow of Work in Power BI / Power BI Architecture

A common flow of work in Power BI is

 Bring data into Power BI Desktop, and create a report.


 Publish to the Power BI service or Power BI Report Server, where you create new
visualizations or build dashboards.
 Share your dashboards with others, especially people who are on the go.
 View and interact with shared dashboards and reports in Power BI Mobile apps
(Windows phones and tablets, as well as for IOS and Android devices).

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Power BI Reporting life cycle or BI Life Cycle

 Preparing the data and Loading into Reporting Tool  Power Query
 Data Modeling and defining Metrics  Power Pivot
 Report generation  Power View
 Creating Dashboards, Sharing & Admin Activities Power BI Service or Power BI
Report Server
 Viewing Reports & Dashboards  Mobiles and Web Browsers.

A Brief History of Power BI

The tools in the Power BI are not new into the market. Let us see the
history of Power BI.

 Power Query is a free add-in in Excel 2010 and 2013 and it is inbuilt in Excel 2016.
 Power Pivot is a free add-in in Excel 2010 and 2013 and it is inbuilt in Excel 2016.
 Power View is a free add-in in Excel 2013 and it is inbuilt in Excel 2016.
 Power BI Service is released on Jan 2015.
 Microsoft combined Power Query, Power Pivot and Power View as Power BI Desktop
and released on July 2015.

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 Power BI Report Server was released on June 2017.

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Common questions

Powered by AI

The main components of Power BI Desktop are Power Query, Power Pivot, and Power View. Power Query is responsible for data extraction, transformation, and loading, making it an essential tool for preprocessing data . Power Pivot utilizes the in-memory columnar database engine, enabling efficient data modeling and complex calculations using DAX . Power View focuses on data visualization, creating interactive reports and dashboards through various visual elements like charts and graphs . Together, these components enable seamless connectivity with data sources, sophisticated data analysis, and intuitive data visualization, enhancing overall data handling capabilities .

Power BI Desktop integrates Power Query, Power Pivot, and Power View in a single editor to facilitate comprehensive data analysis and visualization. Power Query is responsible for data extraction, transformation, and loading, which involves connecting to various data sources, transforming the data using the M (Mashup) language, and loading it into Power Pivot . Power Pivot then utilizes the xVelocity In-Memory based tabular engine for fast data processing and adds functional capabilities using DAX for data modeling, including creating new columns, measures, and tables . Finally, Power View connects to these data models to visualize data through interactive charts and maps, bringing data to life with graphical elements .

Cloud-based Power BI Service allows users to access reports and dashboards globally through any internet-enabled device, offering real-time data analysis capabilities from anywhere . It is managed by Microsoft and supports publishing, sharing, and managing data on a cloud platform . In contrast, the Power BI Report Server is an on-premise solution where reports can only be accessed within the network; it requires local installation and server management . This limits its accessibility to within the company’s infrastructure, providing businesses with more control over their data but requiring additional resources for maintenance .

Power Pivot's efficiency in data modeling and analysis is primarily due to its use of the xVelocity In-Memory Columnar Database engine. This engine allows for rapid data processing and querying, offering super-fast response times when handling large datasets . Additionally, Power Pivot employs DAX (Data Analysis Expressions), a robust functional language designed for creating complex calculations, new measures, and tables, which enhance data analysis thoroughly as per client needs . This combination of high-performance data storage and advanced analytical capabilities enables Power Pivot to efficiently support complex data models and analytics tasks.

Power BI Mobile allows business professionals to access and interact with BI reports and dashboards on-the-go via mobile devices, increasing flexibility and responsiveness to business data . Available on Android, iOS, and Windows platforms, Power BI Mobile provides real-time updates and secure access to data through server credentials, ensuring users can make informed decisions anytime and anywhere . This capability is critical for professionals needing access to up-to-date insights and interactive data visualizations to support dynamic business environments .

DAX (Data Analysis Expressions) plays a crucial role in transforming data within Power Pivot by allowing users to create calculated columns, measures, and tables that provide dynamic data aggregation and complex calculations . It enhances data models by enabling users to generate new insights and perform sophisticated data analyses that meet specific client needs . DAX's power lies in its extensive library of functions and operators, which facilitate advanced data manipulation and complex relational modeling . This functionality makes DAX indispensable for comprehensive and tailored data analysis in Power Pivot, contributing to the extraction of actionable insights from complex datasets .

Power Query simplifies data transformation through its graphical tool 'Power Query Editor,' which allows users to extract, transform, and load data from various sources without requiring complex coding skills . It uses predefined functions and M (Mashup) language to perform data transformations, offering significant customization for converting raw data into a usable format . Additionally, Power Query records every step performed in the transformation process, ensuring repeatability and consistency in analytics by allowing users to track and modify transformations as needed, promoting transparency and documentation of data handling practices .

Power BI supports the complete reporting lifecycle through a series of integrated tools and platforms. Data preparation is handled by Power Query, which extracts and transforms data before loading it into Power Pivot for modeling . Power Pivot facilitates the creation of sophisticated data models with DAX calculations . Power View adds a layer of data visualization, enabling the creation of interactive reports . Once reports and dashboards are created, they can be published and shared via Power BI Service or Power BI Report Server, allowing for seamless distribution and access across various devices . This comprehensive lifecycle ensures end-to-end support for data analytics and reporting within a unified BI environment .

The integration of Power Query, Power Pivot, and Power View into Power BI Desktop transformed its usability by combining data acquisition, modeling, and visualization into a single, cohesive platform . Power Query facilitates seamless data extraction and transformation, while Power Pivot offers powerful data modeling and analytical capabilities, making it possible to handle large datasets with fast in-memory processing . Power View enhances user engagement with data through intuitive visualizations, making complex data more interpretable and interactive . This integration simplified the workflow of BI activities, reducing reliance on multiple disparate tools and thereby increasing user adoption and efficiency in business intelligence processes .

Traditional BI requires high-level technical skills for implementation and maintenance, often necessitating IT support even for basic functions like report building. Consequently, user adoption rates can be low due to its complexity and dependency on technical expertise . Furthermore, traditional BI solutions are usually housed on-premise, leading to higher costs for growing companies due to the associated expenses with hardware and IT personnel . In contrast, Self-Service BI empowers non-technical users to independently generate reports and perform analyses without IT assistance, which increases user adoption rates. It also typically comes with lower upfront costs and total cost of ownership, making it a more economical choice compared to traditional BI .

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