PL-200 Microsoft Power Platform Functional Consultant Topic: Power BI
December 19, 2022

1. Welcome

Congratulations on successfully completing Data Wars security! Power Apps. section of the course. Now we’ll come to the power-sharing section of this book. And this is all about reports, charts, and dashboards. And then we will have only AI and ML left and some innovation lectures. So let’s go ahead and talk about Power Bi.

2. Introduction & Power BI Desktop

In this lecture, we’ll introduce Power Bi and talk about the Power Bi desktop application. So Power Bi is made up of three parts. Power Bi Desktop, which is a desktop application; Power Bi Service, which is a browser-based application; and Mobile Power Bi Apps, which are available for Windows, iOS, and Android. So let’s look at them. This is the Power Bi service, and this is the home page. These are the data sets; this is the data that is available in Power BI; and this is my workspace. You can enter data into a data set by using Get Data. So when you do Get Data, you can import either a file, an Excel file, or a database version. Now, this is the interface of our Bi desktop.

On top, you have a menu, and from here you can create your charts. This is to see your data. So these are all the tables available for you to use, and this is the data for that table, and this is an entity. So you see all these tables in entry format, and you can see relationships between them. If you go back to charts, these are all the charts available for us to use, and these are the filters you can apply to your data. This is a brief overview of how Power Disservice works and how Power Bi desktop appears. Power Bi now has five fundamental building blocks. One is visualization, which is basically the initial presentation of a DATAtime chart on a map.

Then we have a data set. So a data set is a collection of data on which our chart is based, and for example, you can create a data set from three different databases: one website table, another Excel table, and online results for an email multi-campaign. But all these three data sets will form a single data set. Then you have reports, which are a collection of visualisations that appear together on one or more pages. Then you have a dashboard, which is again a collection of visuals, but it must fit on a single page, which is often called a canvas, and then a single visualisation is called a tile. Now, when you have a data set, you can schedule a refresh on your data set, so it is under Settings and then again under Settings. So if you go here, click this thing, go to Settings, and again, Settings. Here you have various options and can enter data sets. You can select the refresh frequency.

This is how a PowerBI service looks, and if we click on Get Data, you have the option to import data from a file or a database, and when you go back to the data source, it automatically creates a default dashboard. So once you create files, you can import them from a local file or a OneDrive, and this is how you link a desktop application to a service. So what you do is, in the desktop application, save your work as a PBI file, and then, in the service, import it. So if you go to your homepage, Workspace, New, and import there, that is how that file will be possible. We’ll look at it in the lab as well. So you’ll need to download and install PowerBI Desktop. So you can see in the link section that you have a link to download PowerBI Desktop. Sign in to the desktop and download sample data. This one, this access sheet, is also there in the resources section. And you import in desktop by clicking File, Get Data, Excel. So you can also say “Get Data File” here. And if you click Lock, you can import an Excel file. You can also click file, get data, and open Excel from this menu. You can import data. I have already imported it here for our session.

Then what we’ll do is create a few graphs. We’ll see sales. So in this access sheet, we have all these fields. So we created a chart of sales by segment and sales by product. We make a map that depicts sales by country. and we see that all the graphs are linked. Then we’ll publish it, save the PPA file, and import it into the sum. You can see how it works. So let’s get started. This is our strength DNA. So let’s look at some financial data and pick up sales and pick up so these are total sales and pick up segment. So we can see sales by segment. So these are segments. Norman Small Business Enterprise, mid-level marketing channel partners Then let us see sales by product. And you can see sales by product.

Then let us pick a map. So this is a map. Let us now divide sales by country. So these circles are sales by country. So let us say that I click on “I want to look at only government sales.” So you see that this graph gets updated if I click here; if I click it again, then it goes back. Either all of these graphs are connected to one another. That is, publish it. So I’ll publish it to my workspace, and after publishing it, it will save it as a PVIX file. And then once it is done, I will import it into the service, and we should be able to look at these graphs in the service. So it was successfully published. Let me go to the service and go to my workspace, and let me import the EBX file. So it’s a local file; I’ll import it. So this has refreshed me.

Go to the dashboard, and you’ll see that I can see all the graphs here. And then I have this functionality of looking at slicing some data. So we saw that this icon gives us the ability to build all the graphs here. This one we can look at data, and this one we can look at all the entities or tables. Then we have a report. So this is the top. One of the displaced command tasks is report. This one is the switch between report view, data view, and middle view. We have multiple pages at the bottom, and we have visualization graphs. We can change axis colors. And this is the feed spin, which is time. And from here, we can also launch Query Editor.

So if you go to Transform Data and click on Transform Data, this is your query editor. And you can create queries here. And you can manipulate your data here. Again, we have Talk, we have the ripper, and we have all the queries here. For this particular query, this is the data. And you have properties about the data. You can also perform some transformations. And all those transformations will be recorded here. This is where you select Transform Data. Transform data. You will also receive a Power Bi as a result of this. Query Editor. Now, in the top row, you interact with the data. These are the tables and queries. This is data from a selected query. And these are the properties and steps of queries. So we looked at the Power Bi introduction, we looked at the Power Bi desktop, and we created a sample chart. Thank you.

3. Data Modelling & Visuals

In this lecture for Power Bi, we will talk about data binding and how to create and modify visuals in your desktop browser. So if you go to Power Desktop I, you can model data here. So, in this section, you can model your data and see all the tables and relationships between tables, allowing you to create relationships between your tables. You can add new fields, columns, or calculated columns. You can hide your data, so you can hide some of the tables or fields and the sorting of visualization data. You can create a measure, which is again creating a column to perform calculations on your data, so this will be a calculated column.

Create a relationship between two tables using a calculated table so you can create a table from a query and form timeless data so you can drill down for more details. So if you have a date field in your table, you can look at data from the perspective of every year, every quarter, every month, and every day, and you can drill down and drill up at this time level. So this is how the data looks, how the tables look, and how the relationship between these two tables looks. If you click on a table, you’ll see this option menu, and you can hide it in Report View by making it greyed out. Then, if you click on Manage Relationship, you can manage relationships between the tables, and it will show you the existing relationships. You can also auto-detect to see if any more relationships are there, and it will automatically find them for you.

Here you can use the DAX Data Analytics Expressions language, which is a very popular way to create or manipulate data on your table. So this can be used to create columns and do some calculations, and relationships are of two types: one to one and one to one. One to one can be a lookup type of relationship, and one to one is a one-to-one mapping between the two tables. Now in the resources section, you will find links to the videos I recommend having a look at them.So these are 17 videos. Manage data. Manage the relationship between tables. Create a calculated column. Create a measure, which is again a column. Create a calculated table. Create a table from a query. Explore time-based data you look at from year to year.

Today and day, return to the year, create simple visual source charts, combination charts, and slices. Slices are essentially a method of filtering your report data based on specific criteria. A map visual is a visual where you see the map and a map of maybe the USA, and then you see data on your map. Create tables; create scatter charts. Create funnel charts and waterfall charts. These are some examples of charts. Modify your charts, format reports, and add a visual argument. Manage the Z Otter G orders. If there are multiple items on your graph,  you can see which one is behind and which one is in front and reuse the report layout. So if you created a report, you can make a copy of it and make some changes to the copy. Although this is a short lecture, I will recommend that you look at the videos in the resources. Thank you.

4. Explore Data

In this lecture, we’ll talk about exploring and sharing data sets. As a result, the Powerbase service includes a workspace that includes reports, dashboards, and data sets. So on the Power B service, if you go to workspace, you have a report, a data set, and a dashboard. So in the content, you will see the report and data dashboard. And here is your data set. Now, dashboards pull data from multiple reports, and reports are linked to data set or data.

And the Powerbase service can automatically look for insights in a data set and create a few charts. So if you go to a data set and click on these three buttons and click on “View Insights,” it will show you insights on this data set. And these charts are automatically created. There are many charts that count by city. When we are in a chart, we can also gain insights into it. And we can ask questions in natural language about our data, like “what are the top five cities?” and then add the list of questions. Now you can share your data. So this is a screenshot. When you share your data, you can get a link to copy the link out to content teams, and you can even share your dashboard outside the organization.

So if I go to my workspace and go to my content and say, “I like this report,” I can share this port, and I can also go to my data set. Now, this video also has a link to more videos; I suggest you have a look at them. This is an introduction to Power’s quick insights or analytics on your data. Creating a dashboard, asking a question in natural language English, and adding those questions or custom questions to the list of questions sharing dashboards within and outside the organization. View the visuals in full screen. For example, you can give your dashboard more space, edit tile details, and get more space on your dashboard. So, that’s about it. Thank you.

5. Publish & Apps

In this lecture, we’ll talk about publishing, sharing, and applications. So let me show you this: You have this workspace, and here you can go and create a new workspace. So here I am, establishing a new workspace. Now I’m going to make another workspace. This workspace will contain data sets, reports, and dashboards, and on the workspace you can also create an app that can be accessed by anybody. So let us change my workspace, and once you have created that, you can update your app.

Here in this app, you see all your apps, and if you click on any one, you can have a look at its contents. So this is how you create a workspace. If you go to workspaces and you can create one and give it a name, a description, and applications for each workspace, you can create an application and you can update that application whenever you update something in the workspace. And an application contains artefacts that already exist in Bi, which you can share with your colleagues. In the PowerBI service, you create an app that includes your dashboard, reports, and data sets, and then you share it with people in your organisation so that they can reuse the artifacts.

So, when you click on workspace, you also publish your Power Bi desktop report, and you can begin the process of creating and publishing an app from the workspace by selecting the Create app button in the upper right corner. So you’ll get this Create app button on the top right, and once you have created it, you will start getting the Update app button. When you create an app, you give it a name and at least a description at least. And under this “apps” section, we saw that you will see all your applications, where you can click on any app and have a look at it. This lecture also contains links to videos about manually republishing and refreshing your data, which is basically if your workspace has a data set, you have to refresh and republish your data. It also introduces you to Power Bi mobile apps and using data from Microsoft Frontline. Till now, we have seen using data from a local Excel file, and it talks about looking at data from Microsoft OneDrive. So that is all. Thank you.

6. Data Flows

In this lecture, we’ll talk about data flows. So this is related to the objectives of creating data flows and scheduling data flow runs. So we can have many data sources. And data from these sources can flow into Azure like storage generation 2. And here, data is stored in Microsoft Common Data Model client folders. And from here, data lake data can flow into data sets, from where it flows to reports and then to dashboards. So these are certain data flow scenarios. It can create reusable transformation logic that can be shared by many data sets and reports inside PowerBI. This creates a single source of truth by forcing analysts to connect to the data flows rather than the underlying systems. So analysts are connecting to data flow and not directly to data sources directly.If you want to work with large data volumes and perform ETL, Etlys? Extract, transform, and load.

Extract the data from the sources. Transform or change the data as per our requirements, and then load the data back into the database at scale. Data flows with PowerBI Premium scale more efficiently and give you more flexibility. Data flow supports a wide range of cloud and on-premises sources and prevents analysts from having direct access to the underlying data source. So this is how a data flow looks in Power BI. So, if I go to Power Bi and then to my workspace under Views, I can lean H. If I click on that, I get this flow. So this is Max’s file. This is my access data. So we have external data sources and we can connect to PowerBI and create a single data set, then we can set the refresh frequency to refresh the frequency of data in the data set from these data sources, and then we can transform this data using the PowerQuery editor from where we create reports and then we create dashboards. So this is a data set, and this is a report. So that was all about data flows. Thank you.

7. Integration With Power Apps

In this lecture, we’ll talk about PowerApps integration. So in the Power Bi dashboard, we can have a Canvas application, and in a Canvas application, we can have a Power Bi. So this is ready to examine the objective of adding Power Bi tiles to model-driven and canvas apps. So let us go to power. So this is about PowerApps. Let’s start with a blank Canvas application. This is Power Bishop, and in this, we will link it to the Power Bi dashboard tile. So while it opens up, we’ll have an option in the Insert menu where we have the Power Bi tile. So if you go to Insert, go to Custom, and go to Charts, You have power—two tiles right here. You can then select the Power Bi tile and workspace. You can select the workspace, then the dashboard, and then the tile. And you can see your Power Bi tile right here. And if I run my Canvas app, I can see the Power Bi tile in my Canvas app in reverse. In the book Power, b. We can connect to the Power apps. So we saw this in Charts; then we entered Power Bi time and saw this. If you go to Power Bi, you’ll see that I have to go to Power Bi desktop for that. If I go to PowerBI desktop and select this as one of my Power apps, So if I click here, this is my PowerApps. What I’ll have to do is choose a few data fields. So once I select a visualisation of PowerFDI, I’ll get this icon on my dashboard. And then you can select your environment here. And after selecting the environment, you can select your Canvas app, and then that Canvas app will start showing up on your Power Bi. So we saw how Power Bi and Power are integrated and can talk to each other. Thank you.

8. Integration With Power Flows

In this lecture, we’ll talk about power flow integration. As a result, this is related to the goal of triggering power flow power automatic flows from Power Bi alerts. So we have to send an email to anyone in our audience when a PowerBI data alert is triggered. So what is a data alert? A data alert is when you want to alert based on certain conditions, so you have sales of, say, 4 million, and in case it exceeds 4.5 million, you want to create an alert, so that is a data alert.

So I have a link in this lecture that tells you how to create a Power BI alert. You can have a look at that and then look for a template in Power Flows where we are sending an email when a Power Bilot is triggered, and once you continue, you can select the alert that you have created in Power Bi and then, based on that alert, you can send out an email. So let’s look at it. So this is power. Automate. And if I go to templates and look up my template, it gives me a different one. If I go to my template, look for this; this is the template I have to look for. This is my template. Once I continue this, I will get to the flow where I can select an alert. And based on that alert, I can send out an email. So here’s a screenshot of it, and that’s all there is to it for connecting the Power Bi data alert with and triggering power flows based on it. 

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