Power Bi Tutorial 1

Get data

Get data ? more…? Load
Excel: select “Table” instead of “Sheet”

Get data ? more…? Transform data
Start the Query Editor engine; (the other engine is Model (relationship + DAX))

Clean up messy data
2.1. Applied step?Delete “Change type”, delete “promoted headers”
2.2. File ? Reduce Rows ? Remove Rows ? Remove top rows: Add “Remove rows” in Applied step
2.3. Use first row as header: Add “Promoted Headers” & “Change type” in Applied step
2.4. Filtered Rows:
Text filters ? Does Not Contain…

2.5. Convert columns in rows:
Hold down “Shift” key to select a range of columns;
Transform ? Unpivoted column:

2.6. Refresh from multiple sources / One-Clicked or Automated Refresh
3. Relationship—key Concepts
3.1. Build models:
Lookup tables (who, when, where, what …) at top; Data tables at bottom
3.2. Create Relations：
4. Explore data using visuals
4.1. Card elements:
Values?field
Format?Size
Display column as currency:
Fields? SealsAmount ? Column tools? Display column as currency
Years: Value ? Year?Don’t summarize

Only display one year:
Filters ? Filters on this page ? Add data fields here ? Select year

Sorting month by month number:

Analyzing Multiple Data Tables
Slice and Dice （交叉分析） data side by side
Rule: Only slice and dice using the connected tables
When placing elements from multiple tables, only slice and dice using common look-up tables

Writing DAX Measure
? DAX: Data Analytics Expression
? Implicit Measure

? Best practices: Never use implicit measure
Explicit Measures:
o Modeling ? New Measures
o E.g.

Reasons using explicit measure:

Control

Reuse

Connected Reports
Calculate Column
? Measure vs. Column
o Row Context
o Column: Total Sales Amount = Sales[SalesAmount]+Sales[TaxAmt]
o Measure: Total Sales = SUM(Sales[SalesAmount])+SUM(Sales[TaxAmt])
? Use Measures for doing math
Hybrid or composite Measures
Variance = [Sales] - [Budget]
Variance% = DIVIDE([Variance], [Budget]) (handle divide by 0 error)

Visualizations
Insert?Add Text Box/ Add Image
Conditional Formatting
Format? Data Color ? Default Color ? Conditional Formatting

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