What are the basics for Power BI?

3 min read
22 December 2023

Power BI is a business analytics service by Microsoft that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards. Here are the basics for getting started with Power BI:

  1. Data Sources:

    • Power BI can connect to various data sources, including Excel files, databases (SQL Server, MySQL, Oracle, etc.), cloud services (Azure, AWS), and many others.
    • Import or connect live to your data source depending on your requirements. Power Bi Classes in Pune
  2. Data Transformation:

    • Use the Power Query Editor to clean, transform, and shape your data before loading it into Power BI.
    • Apply filters, remove duplicates, merge tables, and perform other transformations to prepare your data for analysis.
  3. Data Modeling:

    • Create relationships between tables to establish connections within your dataset.
    • Define calculated columns and measures using DAX (Data Analysis Expressions) for additional insights and calculations.
  4. Report View:

    • Build reports by dragging and dropping fields onto the report canvas.
    • Customize visuals, such as tables, charts, and maps, to convey the information effectively.
  5. Dashboards:

    • Dashboards provide a consolidated view of multiple reports and visualizations.
    • Pin visuals from different reports to a dashboard to create a unified view.
  6. Publishing:

    • Publish your reports and dashboards to the Power BI service.
    • Share with others in your organization by granting access or sharing a link.
  7. Power BI Service:

    • Access your reports and dashboards online through the Power BI service. Power Bi Course in Pune
    • Schedule data refreshes to keep your reports up-to-date.
  8. Power BI Mobile:

    • Install the Power BI mobile app to access your reports and dashboards on-the-go.
  9. Security and Sharing:

    • Set up security roles to control access to data and reports.
    • Share reports with others within your organization and control their level of access.
  10. Q&A (Natural Language Query):

    • Use the Q&A feature to ask questions about your data in natural language and get visualizations as answers.
  11. Power BI Desktop:

    • Power BI Desktop is the desktop application for authoring and publishing Power BI reports.
    • Download and install it to create and edit reports locally before publishing them to the Power BI service.
  12. Learning Resources:

    • Take advantage of online tutorials, documentation, and community forums to enhance your Power BI skills.
    • Microsoft offers extensive documentation and community support for Power BI users.

These basics provide a foundation for using Power BI. As you become more familiar with the tool, you can explore advanced features and capabilities to create more sophisticated and insightful reports. Power Bi Training in Pune

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Pallavi Desai 2
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