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Highline Excel 2016 Class 23 Power BI Desktop
Highline Excel 2016 Class 23 Power BI Desktop
Table of Contents
Visualization Goal:................................................................................................................................................................... 1
Power BI Desktop .................................................................................................................................................................... 2
Download Power BI Desktop for FREE Dont need to buy Excel Power Pivot. .................................................................... 2
Steps to Data Modeling with Power BI Desktop: .................................................................................................................... 2
Data Model Step 1: Import Data into Power BI Desktop ........................................................................................................ 2
Data Model Step 2: Create Relationships between Dimension & Fact Tables ....................................................................... 4
Data Model Step 3: Create DAX formulas: Calculated Columns & Measures ........................................................................ 5
Step 4: Hide Tables and Fields that are not used in Reports and Visualizations .................................................................... 6
Step 6: Create Reports and Visualizations .............................................................................................................................. 7
Visualization Goal:
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Power BI Desktop
1) Free Data Analysis / Business Intelligence Program from Microsoft that works similarly to Excel Power
Pivot
2) If you know Excel Power Pivot, the learning curve is easy.
3) Not need to have Excel or Power Pivot and when you create a new file it has the extension pbix.
4) Importing tables is just like Power Query
5) Creating Relationships is similar to Power Pivot
6) DAX Formulas are the same as Power Pivot.
7) Power BI Desktop is a great tool for visualizing data.
Download Power BI Desktop for FREE Dont need to buy Excel Power Pivot.
https://powerbi.microsoft.com/en-us/desktop/?gated=0&number=1
4) In the Power BI Desktop Home Ribbon Tab, in 5) Then click on Folder. Then click on Connect.
the External Data group, click on the Get Data
drop-down, then click on More.
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6) After you click on Content, just as we did with Power Query, point the Get Data feature to the folder name Video23-Import5ExcelFiles. Inside there are
the same five Excel files we used in the last video.
7) The Query Editor looks almost exactly the same as Power Query:
8) Complete the steps to get the 5 Excel files into a single Proper Data Set (Same steps as last video). When you are done with Query, Click the Close and
Apply Button.
9) When the query loads the window looks like this:
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10) To import Excel tables (dProduct, dCalendar, dCountry), go to Power BI Desktop Home Ribbon Tab, in the External
Data group, click on the Get Data drop-down, then click on Excel. Navigate to the file Busn218-Video23.xlsm. In
the Navigator window, check the checkboxes for the three dimension tables. Then click the Load button.
Check tables
Click Load
Data Model Step 2: Create Relationships between Dimension & Fact Tables
1) After you import Excel Tables, click on the relationship button to see that two relationships were automatically
detected and created.
Click the
Relationship
button
2) For the relationship between the two Date Columns, drag Date to Date:
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3) Click to see the dCalendar Table.
4)
Data Model Step 3: Create DAX formulas: Calculated Columns & Measures
1) From the Modeling Tab, click the New Column button and create Month Number, Month and Year
Calculated Columns (same as last video). Remember to Sort Month Field by Month Number.
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5) Total COGS formula:
Step 4: Hide Tables and Fields that are not used in Reports and Visualizations
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Step 6: Create Reports and Visualizations
1) Click on Report View.
Tables &
Fields
Visualizations
2) In the Visualization area, click Matrix: 3) Drag Fields to Row, Column and Value areas, like:
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5) In the Visualization area, click 6) Chart:
Clustered Bar:
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11) Finished Visualization:
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