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Insights on Power BI and M Functions
Aug 1, 2024
Lecture Notes on Power BI and M Functions
Introduction to Power BI
Power BI Definition
: A business intelligence tool for data analysis and visualization.
Main Components
:
Power Query
: ETL tool for data extraction, transformation, and loading.
Power Pivot
: For data modeling.
Power View
: For data visualization.
Power BI Service
: For sharing and collaboration.
Advantages of Power BI
High Search Volume
: Increasing popularity over competitors like Tableau.
Maximum Features
: Offers around 1200 functions, 280 visuals.
Cost-Effective
: Approximately $10/user/month.
Data Connectivity
: Connects to 100+ data sources.
Market Recognition
: Recognized as a leader by Gartner.
How Power BI Works
Power BI Desktop
: Developer tool for report creation.
Power BI Service
: Cloud version for sharing and collaboration.
Installation of Power BI Desktop
Can be downloaded from
Power BI Desktop
.
Creating Basic Charts in Power BI
Column Chart
: Most used chart type.
Stacked Column Chart
: For comparing multiple categories.
Pie Chart/Donut Chart
: For showing proportions.
Funnel Chart
: To show stages in a process.
Ribbon Chart
: To visualize data over time.
Filtering Data in Power BI
Use right-click for
include
or
exclude
options on charts.
Data can be filtered using slicers and buttons.
Advanced Visuals in Power BI
Animated Bar Charts
: Show trends over time.
Drill Down Charts
: Allow users to explore data hierarchically.
Infographics
: Visualize data in engaging designs.
Map Visuals
: Used for geographical data representation.
Custom Visuals
: Download from AppSource for different chart types.
M Functions in Power Query
Date Functions
Date Is In
: Check if a date falls in a specific time frame (previous year, next year).
Date Add
: Add or subtract days, months, or years from a date.
Current Date
: Get the current date.
Text Functions
Upper/Lower/Proper Case
: Change text casing.
Text Before/After Delimiter
: Extract parts of a string.
Concatenation
: Merge columns into one using conditions.
Number Functions
Basic Operations
: Add, subtract, multiply, and divide.
Percentage Calculation
: Find out percentages of values or totals.
Round Functions
: Round values up or down to the nearest whole number.
Grouping and Transposing Data
Group By
: Aggregate data based on columns.
Transpose
: Switch rows and columns for better data structuring.
Unpivoting Data
Unpivot
: Transform wide data formats into long data formats for analysis.
Conditional Columns
Use conditions to create new columns based on existing data.
Merging Files and Tables
Merge queries from different tables and data sources.
Handle situations with multiple matching columns efficiently.
Conclusion
Power BI is a powerful tool for data visualization and business intelligence.
Understanding M functions and how to manipulate data through Power Query is crucial for effective analysis.
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