Power BI in 10 Minutes by Kevin

Introduction

• Power BI helps understand data stories and make decisions.
• Key topics covered:
  • Importing data into Power BI.
  • Building a data model.
  • Adding visuals and filtering data.
  • Sharing reports and dashboards.

Getting Power BI

• Microsoft Store Options:
  • Power BI: View/interact with existing reports.
  • Power BI Desktop: Full functionality to model data and build reports.
  • Report Builder: Similar to Desktop but less feature-rich.
• For this tutorial, use Power BI Desktop.

Launching Power BI

• Initial Splash Screen:
  • Left side: Get data, access recent data sources, navigate to other reports.
  • Right side: Learning resources.
• Disable splash screen if desired.

Importing Data

• Main Report View:
  • No data initially.
  • Options to add/import data via Home tab or "Get Data" dropdown.
• Get Data:
  • Import from various sources (Excel workbook in this tutorial).
  • Navigator assists with data import.
  • Example: Kevin Cookie Company data with tables for Customers and Orders.

Transforming Data

• Data Import Options:
  • Load data as is or transform data for modifications.
  • Transform if original data is non-editable.
• Power Query Editor:
  • Middle layer for data modification.
  • Query list on left; transformations on right.
  • Example transformations: Replace values, remove unnecessary columns.
  • Changes recorded and reapplied to future data.

Building Data Model

• Model View:
  • Visualize data model.
  • Automatic relationship detection (e.g., Customer ID in both tables).
  • Manual relationship creation if needed.

Creating Reports

• Report View:
  • Collection of visualizations.
  • Available visualizations listed on the right.
• Examples:
  • Line Chart: Show cookies shipped over time.
    • Drag data to X and Y axes.
    • Format and drill up/down for different time views.
  • Bar Chart/Card: Show total revenue with visual type adjustments.
  • Table Visualization: Show customer names and interactively filter other visuals.

Additional Features

• Adding Pages:
  • Rename and add pages for different views.

Sharing Reports

• Publishing:
  • Save changes, select workspace, and publish.
  • Open report on Power BI web service.
• Sharing Options:
  • Embed in SharePoint/site, generate QR code.
  • Export to PowerPoint/PDF, share via email or Teams.

Conclusion

• Slightly longer than 10 minutes but covers essential basics.
• Encourages exploration and practice in Power BI.
• Subscribe for more tutorials.