BI TOOL SCHEME OF WORK
|
Day 1 |
1.
Download and Install Power BI Desktop: - Visit the Microsoft Power BI website and
download Power BI Desktop. - Install the application on your
computer. 2.
Launch Power BI Desktop: - Open Power BI Desktop after
installation. |
|
Day 2 |
3.
Connect to Data: - Click on the "Get Data" button
in the Home tab. - Choose the data source you want to
connect to (Excel, CSV, database, web service, etc.). - Enter the necessary connection details
and credentials. - Load or transform the data as needed
using Power Query Editor. |
|
Day 3 |
4.
Create Visualizations: -
Once your data is loaded, navigate to the Report view. - Drag and drop fields from your dataset
onto the canvas to create visualizations. - Choose the type of visualization you
want (e.g., bar chart, line chart, pie chart) from the Visualizations pane. - Customize your visualizations by
formatting axes, adding titles, and applying filters. |
|
Day 4 |
5.
Build Dashboards: - Switch to the Dashboard view. - Pin visualizations from your report to
the dashboard canvas. - Arrange and resize the tiles to create a
dashboard layout. - Add text boxes, images, and other elements
to annotate your dashboard |
|
Day 5 |
6.
Apply Interactivity: - Add slicers, filters, and drill-down
capabilities to your visualizations to make them interactive. - Use cross-filtering and highlighting to
explore data relationships dynamically. |
|
WEEKEND
ASSIGNMENT |
|
|
WEEK 2 |
|
|
Day 1 |
7.
Create Calculated Columns and Measures: - Use DAX (Data Analysis Expressions) to
create calculated columns and measures for advanced analysis. - Write formulas to perform calculations,
aggregations, and comparisons on your data. |
|
Day 2 |
8.
Publish to Power BI Service: - Save your Power BI Desktop file (.pbix)
locally. - Sign in to the Power BI service online. - Upload your Power BI Desktop file to
your workspace in the Power BI service. |
|
Day 3 |
9.
Share and Collaborate: - Share your reports and dashboards with
colleagues or stakeholders. - Collaborate on shared content by
assigning roles and permissions. - Schedule data refreshes to keep your
reports up-to-date. |
|
Day 4 |
10.
View and Interact with Reports: - Access your reports and dashboards from
the Power BI service or mobile app. - Interact with visualizations, apply
filters, and explore data insights. - Receive notifications and alerts based
on predefined thresholds or data conditions. |
|
PROJECT |
|
What
is Power BI Tools
Power BI Tools: Power BI Tools encompass a suite of software
applications and services developed by Microsoft to enable users to analyze, visualize, and share
insights from their data. These tools include Power BI Desktop for
creating reports, Power BI Service for publishing and sharing reports online,
Power BI Mobile Apps for accessing reports on mobile devices, and Power BI
Embedded for embedding analytics into custom applications.
Power BI Tools: Power BI Tools refer to the software components and
services within the Power BI ecosystem designed to facilitate data analytics
and business intelligence tasks. These tools empower users to connect to
various data sources, transform and model data, create interactive reports and
dashboards, and collaborate with others to make data-driven decisions. Examples
of Power BI Tools include Power BI Desktop, Power BI Service, Power BI Mobile
Apps, Power BI Embedded, and Power BI Report Server.
USES OF POWER BI
Power
BI tools are used by a wide range of individuals and organizations across
different industries for various purposes. Here are some examples of who uses
Power BI:
1.
Business Analysts: Business analysts use Power BI to analyze data, create
interactive reports and dashboards, and derive insights that help inform
business decisions. They may use Power BI to monitor key performance indicators
(KPIs), identify trends, and track business metrics.
2.
Data Analysts and Data Scientists: Data analysts and data scientists leverage
Power BI to explore and visualize data, perform advanced analytics, and develop
predictive models. They use Power BI's capabilities to gain deeper insights
into data patterns, anomalies, and correlations.
3.
Business Intelligence Professionals: Professionals in the field of business
intelligence (BI) use Power BI as a core tool for designing, developing, and
deploying BI solutions within organizations. They may create data models,
design reporting frameworks, and manage BI infrastructure using Power BI.
4.
IT Professionals: IT professionals utilize Power BI to manage data connections,
set up data gateways, and administer access controls within the Power BI
environment. They may also integrate Power BI with other systems and
applications, ensuring seamless data flow and security.
5.
Executives and Decision-makers: Executives and decision-makers rely on Power BI
to access real-time insights and performance metrics that drive strategic
decision-making. They use Power BI's dashboards and reports to monitor business
performance, identify opportunities, and mitigate risks.
6.
Sales and Marketing Teams: Sales and marketing teams use Power BI to analyze
customer data, track sales performance, and measure marketing campaign
effectiveness. They may use Power BI to visualize sales pipelines, forecast
revenue, and segment customer demographics.
7.
Finance and Accounting Professionals: Finance and accounting professionals
leverage Power BI to perform financial analysis, budgeting, and forecasting.
They use Power BI's capabilities to create financial reports, analyze revenue
and expense trends, and monitor financial performance metrics.
8.
Educators and Students: Educators and students in academic settings use Power BI
for data analysis, visualization, and reporting as part of their coursework or
research projects. They may use Power BI to analyze academic performance data,
conduct research studies, and create data-driven presentations.
Overall,
Power BI is a versatile tool that caters to a diverse range of users, from
business analysts and data scientists to executives and educators, enabling
them to unlock the value of their data and make informed decisions.
STEP BY STEP GUIDE TO POWER BI
Using
Power BI involves several steps, from connecting to data sources to creating
visualizations and sharing insights. Here's a step-by-step guide to get started
with Power BI:
1.
Download and Install Power BI Desktop:
- Visit the Microsoft Power BI website and
download Power BI Desktop.
- Install the application on your computer.
2.
Launch Power BI Desktop:
- Open Power BI Desktop after installation.
3.
Connect to Data:
- Click on the "Get Data" button
in the Home tab.
- Choose the data source you want to connect
to (Excel, CSV, database, web service, etc.).
- Enter the necessary connection details and
credentials.
- Load or transform the data as needed using
Power Query Editor.
4.
Create Visualizations:
- Once
your data is loaded, navigate to the Report view.
- Drag and drop fields from your dataset
onto the canvas to create visualizations.
- Choose the type of visualization you want
(e.g., bar chart, line chart, pie chart) from the Visualizations pane.
- Customize your visualizations by
formatting axes, adding titles, and applying filters.
5.
Build Dashboards:
- Switch to the Dashboard view.
- Pin visualizations from your report to the
dashboard canvas.
- Arrange and resize the tiles to create a
dashboard layout.
- Add text boxes, images, and other elements
to annotate your dashboard.
6.
Apply Interactivity:
- Add slicers, filters, and drill-down
capabilities to your visualizations to make them interactive.
- Use cross-filtering and highlighting to
explore data relationships dynamically.
7.
Create Calculated Columns and Measures:
- Use DAX (Data Analysis Expressions) to
create calculated columns and measures for advanced analysis.
- Write formulas to perform calculations,
aggregations, and comparisons on your data.
8.
Publish to Power BI Service:
- Save your Power BI Desktop file (.pbix)
locally.
- Sign in to the Power BI service online.
- Upload your Power BI Desktop file to your
workspace in the Power BI service.
9.
Share and Collaborate:
- Share your reports and dashboards with
colleagues or stakeholders.
- Collaborate on shared content by assigning
roles and permissions.
- Schedule data refreshes to keep your
reports up-to-date.
10.
View and Interact with Reports:
- Access your reports and dashboards from
the Power BI service or mobile app.
- Interact with visualizations, apply
filters, and explore data insights.
- Receive notifications and alerts based on
predefined thresholds or data conditions.
By
following these steps, you can effectively use Power BI to connect to data,
create insightful visualizations, and share actionable insights with others within
your organization.