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Power BI Notes

The document outlines recommended steps for dashboarding in Power BI, including: 1. Importing data into Excel and preparing it with filters, column widths, and relevant questions. 2. Using Power Query to transform the data through actions like changing data types, removing errors, conditional row removal, splitting columns, and filling null values. 3. Creating a STAR schema data model in Power BI with fact and dimension tables for reporting and visualization.

Uploaded by

Abhinendr Sharma
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
278 views

Power BI Notes

The document outlines recommended steps for dashboarding in Power BI, including: 1. Importing data into Excel and preparing it with filters, column widths, and relevant questions. 2. Using Power Query to transform the data through actions like changing data types, removing errors, conditional row removal, splitting columns, and filling null values. 3. Creating a STAR schema data model in Power BI with fact and dimension tables for reporting and visualization.

Uploaded by

Abhinendr Sharma
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Recommended steps to B1

Dashbooidng

I.
Importing data in Excel filters & column width

2.
Ask relevant
questions to
yourself .

3. Power Query Transformation

a.
Changing data
type of variables .

b. Remove error rows

c.
Conditional removal of rows

d-
Split column Delimiter ( Duplicate 8 Split )
using
(
'

)
'

c. Conditional column
replacing null -

if null Unbranded
8 Down
f fill up

Toying Tables Queries


g.
Ti T2 >
Merge
h .

Append Tables ¥2 '


Append Quarks
i.
Drop uncoated columns

Data
4 .

modelling
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to

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-

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Customer Dm

5-
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Measure v15 Calculated Column

fields →
E Numerical Value
Alphanumeric value

|
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Ma
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'

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g.on , any
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page ugngya.gg
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c. Smart Narratives

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filtering ( using Slicers )
Cross
highlighting file > options > Report Settings
Visual Level
e.
filtering
Page Level

Report Level

fx Conditional
f. Diverging color
formatting

g. Analytics Parc TH
Average Lips Trend Lines
Constant Lines Percentile Lines

h .
Quick measures for Calculations 8 Time Iytelligcre functions
10
0

i. Parameters what if Analysis -

8 Pareto Chart
j Forecasting
K .

Using fctioys Iyscrt > Botto,

G .
Power Bi Services

Publishing a Report >


Home > Share ) Publish

Pulling Latest charges online → Datasets > Refresh Now


@

Row Level Security Modelling >


Moraga Roles
Static Row Level Security
-

filler
"

Manage Roles Table New Delhi


"
> > > Location =

View Roks → To check how it looks

sharing to people 0g Power 131 Service


: >
Moraga Permissions > + Add User ( email id )

Dynamic Row Level Security


8
for y number
of people m number of cold 11-1075

Create a
separate Table ( email id , Location )
' ' '
'

Data sales
modelling t.nu ← user

Moraga Role
'

email USER PRINCIPAL NAME C)


'

filler
' '

>
user > > id =

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