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Business Intelligence and Power BI Guide

Business Intelligence (BI) is a method for extracting insights from data to aid in strategic decision-making across various business areas. Power BI is a BI tool that transforms data into interactive dashboards and reports, featuring components like Power Query, Power Pivot, and Power View for data manipulation and visualization. The document also compares Power BI with Tableau, highlighting differences in data handling, support, learning curve, and cost.

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Madhu Reddy
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10 views8 pages

Business Intelligence and Power BI Guide

Business Intelligence (BI) is a method for extracting insights from data to aid in strategic decision-making across various business areas. Power BI is a BI tool that transforms data into interactive dashboards and reports, featuring components like Power Query, Power Pivot, and Power View for data manipulation and visualization. The document also compares Power BI with Tableau, highlighting differences in data handling, support, learning curve, and cost.

Uploaded by

Madhu Reddy
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

What is Business Intelligence, and its applica ons?

Business Intelligence is a method of extrac ng insights from historical and current data, presents
finding in intui ve visual format using set of process, architectures and technologies. BI helps in
taking strategical and tac cal business opera on decision.

BI helps in improving the works done in various key areas such as customer experience, sales and
Marke ng, Opera ons, Finance and Inventory control. BI helps in improving efficiency by connec ng
all data sources and develop reports which employee can use

What is Power BI?

Power BI is a Business Intelligence and Data Visualiza on tool which helps you to convert data from
the various data source into interac ve dashboards and BI reports. It also provides mul ple so ware
connectors and services.

Microso Power BI is a business intelligence tool that helps you to handle data from different
sources and provides visualiza on a er the cleaning and integra on process. It also offers a feature
of Ad hoc report genera on, which helps in the analysis of the data.

What are the components of Power BI?

Power Query – Power Query is a ETL tool of Microso used for data transforma on. Power BI
provides a GUI for data transforma on. Power Query use a simple language Power Query M Formula
Language to perform all transforma on task behind the screen. You can use this language to perform
some complex transforma on as well. Normally we use Power Query GUI for data transforma on.

Power Pivot – Power Pivot is a data model and calcula on engine. You can use Power Pivot to set
rela on between different tables and calculates new values that can be used in Pivot tables. Power
Pivot usages language called DAX (Data Analysis Expression) which is a strongly func on language
which will perform all your calcula on work.

Power View – It is visualiza on components of Power BI. It is interac ve that can connect to data
sources and retrieves Metadata informa on which can be used in data analysis. Power Views
provides reports which are user interac ve, they select certain values from chart to highlights and its
impact of other charts.

Power Map – It is used to display geospa al data in 3D mode. You can use geographical loca ons
such as city, region, pin code, state, country for this. This will be a kind of Heat Map.

Power Q&A – Power BI Q&A is a language motor for your data model’s Ques on and Answer. A er
preparing data model and upda ng it on Power BI website, user can ask ques ons and they will get
answer in best possible way. Its works Power View so that if user ask any ques on, the answer will be
providing in Map View by Power Q&A.
Power BI Desktop – Power BI Desktop is new components which is an integrated development tool
for Power Query, Power Pivot and Power View. With the help of Power BI Desktop, you can learn and
advances your skills in BI and data analy cs.

Power BI Website – Power BI Website is a browser-based applica on to prepare report online and
share it with others. It does not require any kind of other tools.

Power BI Mobile Apps – This applica on provides an interac ve view of reports and dashboard on
Power BI sites. You can share them from your mobile app.

Why Power BI? Benefits and Advantages of Power BI

 Rely on one of largest and fasted growing business intelligence clouds


 Trust a recognized leader
 Build your business on secure data analy cs
 Unify self-service and enterprise analy cs
 Create deeper and more helpful insights
 Find answer fast and industry leading AI
 Improve publishing efficiency and accuracy of BI content
 Turn Insights into Ac on
 Stream analy cs in real me

Compare Power BI and Tableau

Difference Tableau Power BI


1. Data volume Can Handle huge volume of Can handle a limited volume of
data with be er performance data
2. Support Excellent Customer support Good Customer support

3. Easy of learning Li le difficult Very easy to learn

4. Architecture Deploys MDX for measures Uses DAX for calcula ng and
and dimensions measuring columns
5. Connec vity Can connect to numerous data Can connect to numerous data
sources sources
6. Visualiza on Has be er data visualiza on Offers more numbers of
visuals.
7. Cost USD 1000 yearly USD 100 yearly
Introduc on of Power BI Desktop

- How to start Power BI

- First Page introduc on

This is your first page of power BI.

You can either click on Get data to start your work or click on recent sources to use last source that
you have used. As this is our first class, so we close this window.

Click of open other reports, for opening any previous report that you have. Not need as of now.

- Second page introduc on

This is actually our first page to start our work. This looks very complex in the start. But do not work, I
will explain each of these windows and their usages.
- Impor ng data

Extract data called [Link] from class-1 folder.

Select file from the given folder. And click Open


Click on “load” from the bo om sec on to load data into Power BI. You can click on “transform” from
the bo om sec on to transform data if required. This will open Power Query to transform data. We
will learn transform data in later class.

Power BI applica on takes some me to load data, it will based on data size. For smaller data it takes
normally 1 to 2 sec. but for large data it may takes more than 1 mins me as well. So you have to
wait.

Now you are ready for data visualiza on in Power BI. You can check data in “Data View”. Data View is
present on le size on screen.

Here you can see Table View.


Can you tell me number of rows and columns for the extracted data?

You can check each column informa on using column tools op ons. Here you can see column tools
op ons.

Data types in Power BI. Power BI stores data in different types. These types are called as data types.
Data Types of Power BI are given below.
1. Whole Number

2. Decimal Number

3. Fixed Decimal Number

4. Date/Time

5. Date

6. Time

7. Text

8. True/False

9. Binary

You can click on drop down menu of column to apply sor ng or filter on data. Here you can see how
this look like
Please do following task using the below dataset.

[Link], [Link], [Link]

1. Extract data from [Link] data in Power BI Desktop.

2. Prepare a card to display total Profits.

3. Extract data from [Link].

4. Setup a rela on between “Invoice Date key” of FactSale and “Date” of DimDate table.

5. Prepare a cluster column chart using “Calendar year” from DimDate and “Quan ty” from FactSale
table.

6. Extract data from [Link]

7. Setup a rela on between “Salesperson Key” of FactSale and “Employee” of DimEmployee table.

8. Prepare a slicer using “Employee” field of DimEmployee table.

9. What is total Profit for year 2016?

10. What is total quan ty sold by “Archer Lamble” in year 2016. And total profit earned by him ll
date.

Common questions

Powered by AI

Power BI facilitates data visualization by converting data from various sources into interactive dashboards and reports. Its core components include: Power Query for data transformation using the Power Query M Formula Language, Power Pivot for setting relationships between tables and performing calculations with DAX, Power View for interactive data visualization, Power Map for 3D geospatial data display, and Power Q&A for natural language data querying. These components work together to handle data integration, transformation, and complex calculations, thereby enabling efficient data visualization .

Power BI Mobile Apps enable users to view and share interactive reports and dashboards directly from mobile devices, providing flexibility and convenience in accessing BI content. The process involves installing the application on a smartphone or tablet, connecting to Power BI sites, and accessing the shared reports. The benefits include real-time access to critical business insights, facilitating on-the-go decision-making, and enhancing collaboration by allowing stakeholders to discuss and act on up-to-date information instantly. This mobile capability ensures that users remain connected to business intelligence, supporting agile management and operational responsiveness .

Power BI Desktop is an integrated development tool that combines Power Query, Power Pivot, and Power View into a single application to facilitate business intelligence and data analytics. It offers a GUI for data transformation (Power Query), a data model and calculation engine (Power Pivot), and visualization capabilities (Power View). Power BI Desktop allows users to import and transform data, set table relationships, perform complex calculations, and create interactive visual reports. This integration streamlines the data analytics process, making it a comprehensive tool for developing BI solutions .

Setting up relationships between tables in Power BI enhances data analysis by allowing users to leverage data from multiple sources simultaneously, creating unified datasets for comprehensive analysis. Power Pivot facilitates this process by enabling the establishment of relationships in the data model and using DAX language for complex calculations. By connecting related tables, users can perform more detailed queries, generate accurate reports, and uncover deeper insights across disparate data sources. This relational capability is foundational for developing rich data models that support strategic decision-making .

Power BI's data transformation capabilities are facilitated primarily through Power Query, which provides a GUI for performing data transformations. The tool utilizes the Power Query M Formula Language to execute complex data manipulation tasks, such as cleaning, filtering, merging, appending, and structuring data. These capabilities enable users to preprocess and refine raw data into a suitable format for analysis, facilitating comprehensive data exploration and complex analytical tasks. This transformation process is crucial for deriving accurate insights and supporting effective decision-making .

Power BI incorporates industry-leading AI capabilities to enhance data-driven decision-making. This is achieved through features like natural language processing with Power Q&A, predictive analytics, and automated insights. By leveraging AI, Power BI enables users to quickly find answers to complex questions and generate insights from data without extensive manual analysis. The impact on business operations includes improved efficiency in identifying trends and patterns, faster decision-making processes, and more strategic resource allocation. AI in Power BI helps businesses adapt to market changes swiftly and maintain a competitive edge .

Power BI and Tableau differ in several aspects related to data handling and visualization. Power BI handles a limited data volume compared to Tableau but offers more visualization options. Tableau excels in handling large data volumes with better performance and has superior data visualization capabilities. Power BI is easier to learn and cost-effective, making it appealing for new users, while Tableau requires more effort. While both connect to numerous data sources, Power BI uses DAX for calculations, whereas Tableau employs MDX for measures and dimensions. This choice impacts the flexibility and depth of data analytics .

Power BI integrates real-time analytics by supporting continuous data streaming and visualization. This allows businesses to monitor operations dynamically and make agile decisions based on the latest data. The integration is facilitated through secure data analytics services and connectors that provide immediate insights into ongoing processes. This real-time capability results in proactive problem-solving, reduced downtime, and the ability to capitalize on immediate opportunities, thus enhancing operational efficiency and decision-making precision .

Business Intelligence (BI) applications are crucial for extracting insights from both historical and current data, which supports strategic and tactical decision-making processes. BI enhances business operations by improving customer experience, sales, marketing, operations, finance, and inventory control. It connects data sources to develop comprehensive reports that employees can utilize. BI's ability to present findings in intuitive visuals aids in interpreting complex datasets, thereby contributing to more informed decision-making and improving operational efficiency .

Power BI supports several data types: Whole Number, Decimal Number, Fixed Decimal Number, Date/Time, Date, Time, Text, True/False, and Binary. Understanding these data types is vital for data analysis because they determine how data can be manipulated, stored, and visualized. Each data type has specific uses, such as numerical calculations, date operations, or logical comparisons, which guide users in preprocessing data and defining analytical calculations. Appropriate data type selection ensures data integrity and accuracy in analysis outcomes .

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