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 FactSale.csv 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.

FactSale.csv, DimDate.csv, DimEmployee.xlsx

1. Extract data from FactSale.csv data in Power BI Desktop.

2. Prepare a card to display total Profits.

3. Extract data from DimDate.csv.

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 DimEmployee.xlsx

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.