POWER BI TRAINING

EXTRACT, TRANSFORM, LOAD

1. Go to Power Query: Home Tab \ Queries grp \ Transform Data (Drop Down) \ Transform Data
2. Upload files into the tool: At the Queries panel (on the left), right click \ new query \ choose the type of file \
choose the doc to be extracted
3. Enable 2 important setting. File \ Layout group \ click on "Query Settings" and "Formula Bar".
4. Rename the files uploaded: Right click query \ rename
5. To change the format of data (eg date formatting), at the "source", delete the format of the column. then
right click the column \ Change type \ using Locale \ select correct type.
6. Extract the entire folder, make sure all files in the folder have the same format (eg all CSV). Right click Query
panel \ New Query \ More \ Folder \ Browse to the correct folder \ Transform Data. Check the data \ on the
first column \ right click \ remove other columns. then, on the first column, click the double arrow to merge
the files.
7. Set header: On the data file, Home \ Transform \ User first row as headers
8. To clean data that doesnt make sense, its called Pivot Column. set header first.
8.1 Add formula for row: Home \ add column \ general group \ indev column \ start from 1. select
(highlight) the new column, then go to transform tab \ number column group \ standard \ divide 4 (if
got 4 rows that you want to make into 1 row). then transform tab \ number column group \ rounding \
up.
8.2 Add formula for column: Home \ add column \ general group \ indev column \ start from 1. select
(highlight) the new column, then go to transform tab \ number column group \ standard \ modulo 4 (if
got 4 column, this is the best way).
8.3 Select the column that will be the "columns", Transform \ any column group \ pivot column \ choose
value column (what will go under the column) \ advance option \ dont aggregate \ ok. the new table
will be formed.
8.4 Clean the table - e.g., rename and delete unneeded columns
9. Append (add more rows from different tables): Select table first. Home \ Combine grp \ Append queries \
Apend as new \ Select which table to append \ ok
10. Merge (like vlookup).
10.1 Select table first. Home \ combine group \ merge queries \ merge queries. At the bottom, select the
table to merge with. click on the unique code of table 1 and 2 \ "left outer" \ ok. "left outer" is when
your first table gets the vlookup data from second table.
10.2 Expand the new column (vlookup) \ choose the column that needed
11. Clean all tables. If there's NA, can change the source. To change, highlight the column \ right click \ replace
values \ NA to XXX.
12. Unload whichever tables not needed. n the Queries Panel \ Right Click the table \ Untick the Enable Load
13. Close & apply. Home \ Close & apply

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14. Build relationship
14.1 Go back to the main screen \ Model
14.2 Arrange all the boxes – Facts (Scenario based data such as order, return etc.) at the bottom while
Lookup (database) at the top
14.3 To build relationship, drag the item to one another.

DAX (Data Analytic Expression)

15. Build DAX function

15.1 Select the table to include the formula \ add new column. Insert formula
15.2 Example of formula:
• Price_Range = if(Products[ProductPrice]>500,"Premium","Economy")
• Year = Year(Calendar[Date])
• MonthIndex = Month(Calendar[Date])
• QuarterIndex = Quarter(Calendar[Date])
• (if above doesn’t work) QuarterIndex = Roundup(Calendar[MonthIndex]/3,0)
• WeeknumIndex = Weeknum(Calendar[Date],2) 1:Sunday 2:Monday
• WeekdayIndex = Weekday(Calendar[Date],2) 1:Sunday 2:Monday
• StartMonth = StartOfMonth(Calendar[Date])
• Month = Format(Calendar[Date],"mmm")
• Quarter = "Q"&Calendar[QuarterIndex]
• Weeknum = "W"&Calendar[WeeknumIndex]
• Weekday = Format(Calendar[Date],"ddd")
• Weekend/day = IF(Calendar[WeekdayIndex]>5,"Weekend","Weekday")

What is the purpose of “merging” since we can build relationship?

Does it matter where the arrow leads to?

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REPORTING

16. At the main page \ Report \ Fields (on the right panel) \ Select the table (order) \ right click New Measure \
insert formula
16.1 Example of formula:
• Total Order Quantity = SUM('Order'[OrderQuantity])
• Total Revenue = SUMX('Order','Order'[OrderQuantity]*Related(Products[ProductPrice]))
• Total Order Quantity-T10 = CALCULATE([Total Order Quantity],Territories[TerritoryKey]=10)
• Total Order Quantity-T9_10 = CALCULATE([Total Order Quantity],Territories[TerritoryKey] IN
{9,10})
16.2 After added, it will become a calculated sign.

17. Creating visual

17.1 Still at main page \ Report \ Visualizations (beside Fields panel) \ select 123 Card
17.2 Drag the fields panel item into the new visual
18. New visual: main page \ Report \ Visualizations (beside Fields panel) \ select Matrix
18.1 At the Visualization Panel, Row: Price_Range; Column: Weekend/Day; Values: Total Order Quantity
19. Tips to check if formula is correct
19.1 To tally the sub of the total sum: Select 123 Card "Total Order Quantity" \ Expand Filters Pane \ Drag
Territory Key to "Add data fields here" in section "Filters on this Visual" \ Filter Type: Basic Filtering \
Check "10". See if the 123 Card "Total Order Quantity-T10" tally with the filtered visual
19.2 To deselect the filter, clear filter on "Territory Key" [click onto the eraser icon to clear filter]

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BEAUTIFY VISUALS

20. Choose colors: View \ Choose themes

21. Insert header: de-select any current visual \ Insert Tab \ Elements group \ TextBox \ Insert the title
22. Beautify the measure: Click on visual \ at Visualization panel, choose Formal (shape of a painting brush) \
choose anything
23. To copy paste the same format of each visual, use Home \ Format Painter
24. To have comma in numbers, click on the measure that you intend \ then Measure Tools Tab \ Formatting
group \ ","
25. Example of other visuals:
25.1 Line & Clustered Column Chart
• Shared Axis: StartMonth (select drop down, change to StartMonth)
• Column Values: [Total Order Quantity]
• Line Values: [Total Return Quantity]
• Small Multiple: Weekend/day
25.2 Insert slicer
• Visualization Panel, select Slicer
• Fields Tab --> Field: ContinentFormatting slicer
• Format Tab --> General --> Orientation --> Horizontal
25.3 Insert Clustered Bar Chart
• Visualization Pane, Insert Clustered Bar Chart
• Fields Tab --> Axis[Customer-Card Color]; Values[Total Order Quantity]
• Format Tab \ Data Label[ON]
25.4 Donut Chart
• Legend: Territory Continent

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 • Values: Total Order Quantity
• Format Tab\ Legend-->Position[Top]
25.5 Line Chart
• Axis: StartMonth(Select drop down--> StartMonth)
• Legend: Gender
• Values:Total Revenue
25.6 Map (not filled map)
• Location: Territory Country
• Size: Total Order Quantit
25.7 Insert slicer
• Visualization Panel, select Slicer
• Fields Tab --> Field: ProductColor
• Format Tab \ General --> Orientation --> Horizontal
25.8 Insert slicer
• Visualization Panel, select Slicer
• Fields Tab --> Field: Weekend/Day
• Format Tab \ General \ Orientation \ Horizontal
26. Tooltip (mouse over a certain item and something will pop up)
26.1 Insert a new page, rename to Map Tooltip
• *Setup the page
• Visualization Panel--> Format Tab --> Page Information : Tooltip (ON) \ Page Size -->
Type[ToolTip]
• Hide Page "Map Tooltip"
26.2 Insert a 123 Card
• Visualization Panel --> 123Card
• Fields Tab --> Field[Country]
• Format Tab --> Category Label (OFF), Title(ON), Title Text "Country", Title Font size 8pt, Data
Label--> Font Size 12pt
26.3 Insert a 123 Card
• Visualization Panel --> 123Card
• Fields Tab --> [Total Order Quantity]
• Format Tab\ Category Label(OFF), Data Label --> Data Label Font size 16pt, Title(ON) "Total Unit
of Product Ordered", Title Font Side 8pt
26.4 Insert a 123 Card
• Visualization Panel --> 123Card
• Fields Tab --> [Total Return Quantity]
• Format Tab\ Category Label(OFF), Data Label --> Data Label Font size 16pt, Title(ON) "Total Unit
of Product Ordered", Title Font Side 8pt
26.5 Insert Area Chart
• Visualization Panel --> Area Chart
• Fields Tab --> Axis[Start Month-select dropdown StartMonth], Values[Total Revenue]
• Format Tab \ Y-Axis--> Title(OFF), Y-Axis(OFF), Data Label(ON) --> Font size 8pt, Title --> Font size
8pt

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 26.6 Setup the Map Tooltip page + Map
• Back to Deep Dive Report Page
• Select the Map Chart
• Visualization Panel-->Format Tab--> Tooltip: Type[Report Page]--> Page[Map Tooltip]
27. Bookmark
27.1 Bookmark for Overall Page
• 1) Select Overall Page
2) Make sure all filters are cleared
3) View Tab --> Show Pane--> Select "Bookmarks"
4) In the Bookmarks Panel select "Add"
5) Rename "Bookmark1" to "Clear Filter OR"
• Insert a button to link the bookmark
6) Insert Tab --> Elements --> Buttons--> Blank
7) Format Buttons Panel --> Text(ON)-->Text"Reset"
8) Action (ON) --> Type(Dropdown)[Bookmark] --> Bookmark[Clear Filter OR]
28. Mobile layout
28.1 Design for Mobile Layout for page
• Overall Report & Deep Dive Report
View Tab--> Mobile grp--> Mobile Layout
Drag and drop visuals from Page Visuals Panel into the phone. Arrange and resize however you
like.
Once done, disable the Mobile Layout by going to View Tab --> Mobile group--> Mobile Layout
29. Publish report
29.1 Home Tab --> Share grp --> Publish
• For free account user, can only publish to “My Workspace”

ADD MORE ITEM

30. OPTION 1
30.1 Paste the additional report into the folder.
• Other Sales Folder \ Cut 2017.csv \ Paste into All Sales Folder
30.2 Refresh in Power BI Desktop
• Home Tab --> Queries grp --> Refresh
30.3 Replace dataset in Power BI Services
• Home Tab --> Share grp--> Publish to the same destination--> click yes to replace dataset

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