Excel To PowerBI - My Project
Excel To PowerBI - My Project
Excel to
Power BI
The Power BI
journey
Learning
journey
03
07
04
Basic understanding
Power Query
01
05
Power Pivot & DAX
0
6
The Power BI
journey
Learning curve
01
0
2
01
Excel learning curve
02
Power pivot learning curve
02
The Power BI
journey
3 stages of
Power BI
Analytics
Discover
Power Query is for
1
Analyze
Easy data
modeling and preparing data for what you want to see in your
visualization.
Visualize
Power View and
Power Map & Power BI
apps are for
The Power BI
journey
Stage 1
Discover
Power Query
data sources
Power Query
look
Power Query
data sources
Power Query
data tabs
01
02
03
01
Data Connections from Files
02 Connection from other sources
Data
03Combining data
Data connections to
Excel files, CSV and
text files
Connections to SAP
BOBI, Facebook etc.
Merging &
Appending data
queries
The Power BI
journey
Stage 1
Discover
Power Query
data sources
Power Query
look
Power Query
data tabs
01
The Power BI
journey
Power Query
data sources
Power Query
look
Power Query
data tabs
Stage 1
Discover
0
1
0
2
0
3
Query can be refreshed, format of a particular column can be selected, two queries
can be merged or appended
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
Stage 2
Analyze
0
1
0
2
Adding data
Adding data-through P.
Query
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
Stage 2
Analyze
Power pivot ?
0 Power pivot
2 0 look
2
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
Stage 2
Analyze
0
1
Data
relationship
10
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
Stage 2
Analyze
0
1
Calculated fieldsDAX
11
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
12
Stage 2
Analyze
0 Calculated
1 0fields/columns
2
0 DAX Definition
2
0
3
0
4
DAX exampleSimple
DAX examplecomplex
The Power BI
journey
Power pivot
interface
Relationships
Understanding
DAX
DAX Function
types
13
DAX
Deep understanding of these DAX functions is very
essential and can make a big difference in the data model
buildup and later its use in the dashboards
Time intelligence
0
1
Understanding
Functions
0 Types of various
2 functions
CLOSINGBALANCEMONTH
CLOSINGBALANCEQUARTER
CLOSINGBALANCEYEAR
ENDOFMONTH
ENDOFQUARTER
ENDOFYEAR
FIRSTDATE
LASTDATE
NEXTDAY
NEXTMONTH
NEXTQUARTER
Time intelligence
NEXTYEAR
OPENINGBALANCEMOTH
AND
PARALLELPERIOD
FALSE
PREVIOUSDAY
IF
PREVIOUSMONTH
IFERROR
PREVIOUSQUARTER
NOT
PREVIOUSYEAR
OR
SAMEPERIODLASTYEAR
TRUE
TOTALMTD
TOTALQTD
TOTALYTD
Statistical Functions
AVERAGE
AVERAGEA
AVERAGEX
COUNT
COUNTA
COUNTAX
COUNTBLANK
COUNTROWS
COUNTX
Date and
MAX
MIN
DATE
MINA
DATEVALUE
MINX
DAY
EDATE
EOMONTH
HOUR
MINUTE
MONTH
Time functions
The Power BI
journey
Stage 3
Visualization
Power View
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
Power BI
iOS/Android
app
14
The Power BI
journey
Stage 3
Visualization
Power map-heat
map
Power View
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
Power BI
iOS/Android
app
15
The Power BI
journey
Power View
Stage 3
Visualization
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
Power BI
iOS/Android
app
0
1
Power BI
Designer ?
02 Power BI designer
0 View
032 Report & Query
buttons
16
The Power BI
journey
Stage 3
Visualization
0
1
Power BI windows
app
0 Dash Board Inside
2 0 View
2
Power View
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
Power BI
iOS/Android
app
17
The Power BI
journey
Stage 3
Visualization
Power View
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
0
1
0
2
0
3
Power BI
windows app
Dash Boards Inside
View
Power BI
iOS/Android
app
By clicking a specific
dashboard further details of
the dashboard can be seen.
18
The Power BI
journey
Power View
Stage 3
Visualization
Power Map
Power BI
designer
Power BI on
web
Power BI
windows app
Power BI
iOS/Android
app
0
1
By clicking a specific
dashboard further details can
be seen as displayed. Above is
a screenshot from an iPhone.
19
The Power BI
journey
20
Learning
resources
0
1
0
2
Books
Sites/Blogs
http://www.powerpivotpro.com/
http://blogs.msdn.com/b/powerbi/
https://powerbi.microsoft.com/
The Power BI
journey
21
Upcoming
Developments
0
1
My personal advice
0
2
Upcoming Features
Interested users should use power pivot and power query for all the data analysis
no matter what is the size of the data and complexity involved.
DAX is the core knowledge area and improving DAX skill will make a great
difference in making you a great data analyst
In addition to practicing and spending time in excel, users should read academic
material on the BI and DAX as it will significantly help in understanding the
concept and its application. I have given some references earlier.
Complete each analysis from adding data to the model to final Dash board as it will
help understanding the complete cycle of the power BI.
The Power BI
journey
22
About me
0
1
Introduction