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Module 1 – Introduction to Power BI

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Agenda

01

What is Business Intelligence?

02

Stages of Business Intelligence

05

Why Power BI?

03

BI Use Cases

06

Introduction to Power BI

04

Various BI Tools

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Agenda

07

Power BI Components

10

Architecture of Power BI

08

Power BI Pricing

11

Power BI Desktop

09

Building Blocks of Power BI

12

Power BI Desktop Installation

13

Creating Reports in Power BI

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What is Business Intelligence?

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What is Business Intelligence?

Business Intelligence (BI) is a set of processes, architectures, and technologies that help in the collection, integration, analysis, and presentation of business information. The purpose of Business Intelligence is to enable stakeholders make better business decisions

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Stages of Business Intelligence

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Stages of Business Intelligence

Business Intelligence is generally divided into four stages:

Collection

Data

Cleansing

Reporting/

Visualization

Decision- making/ Prediction

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Stages of Business Intelligence

Collection

Data

Cleansing

Reporting/

Visualization

Decision- making/ Prediction

Collection

Data is collected either from the existing sources, such as ERP data, company database, etc., or externally through polls, forms, and others

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Stages of Business Intelligence

Data Cleansing

Collection

Data

Cleansing

Reporting/

Visualization

Decision-

making/

Prediction

Identifying irrelevant parts of the data and modifying, deleting, or replacing the coarse data

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Stages of Business Intelligence

Reporting/Visualization

Collection

Data

cleansing

Reporting/ Visualization

Decision-

making/

Prediction

Graphical representation of data using visual elements such as charts, graphs, tables, etc.

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Stages of Business Intelligence

Decision- making/Prediction

Collection

Data

Cleansing

Reporting/

Visualization

Decision-

making/ Prediction

The last stage is making business decisions and monitoring and predicting business trends based on the report developed

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BI Use Cases

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BI Use Cases

BI is everywhere!

Performance

Management

Financial Analysis

Education

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BI Use Cases

Data Semantics makes use of BI for sales reporting and sales prediction dashboards

Business Intelligence allows the company to make

decisions at the right time

BI also allows the company to discover why its sales are dropping in a particular domain and helps it understand where it needs to perform better

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BI Use Cases

Source: Microsoft

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BI Use Cases

Dell uses Business Intelligence in its education data management

It uses various dashboards and KPIs to improve student performance, monitor the efficiency of programs, and help identify the students who need assistance

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BI Use Cases

Source: Microsoft

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Various BI Tools

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These are the most commonly used BI tools

BI Tools

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Why Power BI?

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Why Power BI?

⁰¹Affordability

Natural Language Query

02

Real-time Streaming

03

Custom Visualization

04

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Why Power BI?

Affordability

The Power BI Desktop version is available for free, which can be used for report building on a computer. If we want to use more Power BI services, then we can buy Power BI Service at an affordable cost

⁰¹Affordability

Natural Language Query

02

⁰³Real-time Streaming

Custom Visualization

04

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Why Power BI?

Natural Language

Query

This feature allows users to type questions and get answers in a user-specific format. This is mainly useful in getting quick insights from data

⁰¹Affordability

Natural Language Query

02

⁰³Real-time Streaming

Custom Visualization

04

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Why Power BI?

Real- time Streaming

This feature allows users to stream real-time data and update dashboards in real time, which helps them make timely business decisions

⁰¹Affordability

Natural Language Query

02

Real-time Streaming

03

Custom Visualization

04

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Why Power BI?

Custom Visualization

Power BI has visualizations that are made by developers for specific use cases. These custom visualizations are available in Power BI Marketplace

⁰¹Affordability

Natural Language Query

02

⁰³Real-time Streaming

Custom Visualization

04

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Introduction to Power BI

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Introduction to Power BI

Power BI is a Business Intelligence platform, which provides tools

for aggregating, analyzing, visualizing and sharing data

Data

Modeling

Data

Visualization

Data Connection

Data

Transformation

Sharing Reports

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Power BI Components

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Power BI Components

Power BI Desktop	Power BI Service	Power BI Gateway	Power BI Report Server
Power BI Mobile App	Power Query	Power BI Report Builder	Power BI Embedded Power BI Embedded

Power BI Desktop	Power BI Service	Power BI Gateway	Power BI Report Server
Power BI Mobile App	Power Query	Power BI Report Builder	Power BI Embedded Power BI Embedded

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Power BI Components

Power BI Desktop

It is a free application that helps us connect to multiple data sources and transform and visualize our data

Power BI Service

It is a cloud-based service where users view and share their reports and dashboards

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Power BI Components

Power BI Gateway

It is mainly used for scheduled data referesh

Power BI Report Server

It is an on-premises web interface and an alternate for Power BI Service

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Power BI Components

Power BI Mobile App

Power BI offers a set of mobile apps for Android, iOS, and Windows mobile devices through which users can securely access and view their live dashboards and reports

Power BI accepts data from a variety of other

data sources such as excel. Power Query allows

you to search data from various sources such as

social media websites, big data and so on.

Power Query

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Power BI Components

Power BI Report Builder

It helps in developing paginated reports such as invoices, receipts, delivery notes, etc.

Power BI Embedded

It helps in the integration of BI reports with other applications

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Power BI Pricing

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Power BI Pricing

Features	Power BI Free	Power BI Pro	Power BI Premium	Power BI Premium
License	Per user	Per user	Capacity based	Per User
70+ data sources
Ability to publish reports to share and collaborate
Cost	Free	US$9.99/month	US$4,995/month	US$20/month
Storage limit	10 GB	10 GB	100 TB	100 TB
Data refresh rate	8/day	8/day	48/day	48/day
Ability to export content to Excel and CSV files

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Building Blocks of Power BI

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Building Blocks of Power BI

Dashboards

A dashboard collects the most important metrics on one screen to answer users’ questions or to tell them a story

Datasets

A datasets is the container of the data. It can be Excel sheets or a company - owned database of customers

Visualization

Visualization is the graphical representation of information and data using charts, graphs, maps, etc.

Reports

A report is a multi- perspective view with visuals that represent different

Tiles

A Power BI tile is a snapshot of the data pinned to the

dashboard

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Architecture of Power BI

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Architecture of Power BI

Publish

Access

Power BI Service

Power BI Gateway

Multiple Devices

Connect

Power BI Desktop

Data Sources

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Power BI Desktop

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Power BI Desktop

Power BI Desktop combines Microsoft Query Engine (M) with visualization

and data modeling for creating interactive reports

Power BI

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Power BI Desktop Installation

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Power BI Desktop Installation

Go to Microsoft’s official website, and select Power BI Desktop

Select the language of your choice to download Power BI

Choose the file based on your operating system

Then, download and install it on your local machine

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Demo: Installing Power BI Desktop

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Creating Reports in Power BI

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Creating Reports in Power BI

Connect to Data Sources

Transform Data into a Model

Add Visualization

The three-step process in creating reports in Power BI are:

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Creating Reports in Power BI

Connect to Data Sources

Transform Data into a Model

Add Visualization

Connect to Data Sources

With Power BI Desktop, we can connect to many different data sources to collect data

Database Connectors

Azure Data

Sources

File Connectors

SaaS Connections

Online Services

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Creating Reports in Power BI

Transform Data into a

Model

Fill

Transpose

Merge

Group by

Pivot and unpivot

Power Query Editor in Power BI Desktop helps us transform the data into a model

Connect to Data Sources

Transform Data into a Model

Add Visualization

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Creating Reports in Power BI

Add Visualization

Data visualizations bring data to life, using colors and shapes

Cards

Maps

Trees

Charts

Tables

Connect to Data Sources

Transform Data into

a Model

Add Visualization

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Demo: Creating a Report in Power BI

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