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Hands-On Power BI Tutorial 📊 Beginner to Pro 2023 Edition [Full Course] ⚡

Pragmatic Works2023-02-09
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💫 Short Summary

In this Power BI beginner to pro class, Devin Knight provides an updated and refreshed view of Power BI for 2023. He covers the Power BI desktop, including its installation and the necessary class files. Knight also discusses the phases of working with Power BI, starting with data discovery and shaping, moving on to data modeling, and ending with data sharing.The section discusses the creation of a date table using DAX in Power BI, demonstrating the process step by step. It covers creating a new table, defining the table using the DAX formula, adding date-related columns, and enhancing the table with additional functionalities.The section demonstrates the process of adding buttons for navigation in Power BI reports, allowing users to move between different report pages. The feature is similar to bookmarks but provides a more streamlined approach for creating navigation within the reports.This section is a conclusion to the video, reminding viewers to sign up for the upcoming Nerd Lunch session on March 8th, offering follow-up information, and thanking everyone for joining. The section also mentions the possibility to re-watch the recorded session if needed.

✨ Highlights
📊 Transcript
The video is a refresher of the Power BI course and will cover updated information about Power BI.
00:00
The instructor, Devin Knight, introduces the course as a beginner to Power BI and aims to teach the basics as if the students have never used Power BI before.
The essential resource for the class is the Power BI Desktop application, which is required to design solutions and publish them to the cloud.
The instructor jumps straight into the Power BI application and discusses the different areas of focus for beginners.
04:02
The first step is to get data, which is the starting point for any new Power BI solution.
The next step is to transform the data using the Power Query tool for data manipulation and cleansing.
The data modeling phase involves creating relationships between different data sources, building hierarchies, and using DAX calculations.
The report view is where data visualization and report building take place.
The four phases of working with Power BI are explained, including data discovery, data modeling, data visualization, and sharing.
08:59
Phase 1: Data discovery involves connecting to data and performing data cleansing and manipulation.
Phase 2: Data modeling includes creating relationships between data sources, building hierarchies, and using DAX calculations.
Phase 3: Data visualization focuses on building reports and visualizations.
Phase 4: Data sharing occurs by publishing the work to the Power BI service to enable sharing with others and scheduling data refreshes.
The next phase in the Power BI process is data modeling, which involves creating relationships, building hierarchies, and using DAX calculations.
15:35
Data modeling is crucial for connecting different data sources and creating a comprehensive view of the data.
Building hierarchies allows for drilling into specific data levels for more detailed analysis.
DAX (Data Analysis Expressions) is a powerful language for creating calculations and metrics within Power BI.
Proper data modeling is essential before moving on to the data visualization phase.
The speaker introduces a use case where they will demonstrate how to pull in data, manipulate it, build a data model, and publish the solution using Power BI.
20:03
The use case involves working for a bank and using data to determine the best location for a new physical branch.
The data file will be pulled from a website, and the demonstration will show how to cleanse and shape the data, build relationships and hierarchies, and use DAX.
The class files are available in case the website data source is inaccessible.
The instructor demonstrates how to import data from a website into Power BI using the web connector.
25:34
He shows the process of navigating to the website and selecting a dataset about failed banks from the FDIC.
The data is loaded into Power BI and displayed as a table for further manipulation and analysis.
The instructor explains the steps and gives tips on handling the data and making it more understandable for analysis.
There are three options for creating a date table: using a pre-existing date table in the data source, creating a date table using Power Query's M formula language, or designing a date table using DAX.
01:12:00
Having a pre-existing date table in the data source is the easiest option.
Another option is to create a date table using Power Query and the M formula language.
The third option, which will be covered in the example, is to design a date table using DAX.
DAX formula language allows the creation of calculated formulas, tables, and measures to enhance the model and create new objects for building reports.
01:18:09
The formula bar in DAX appears at the top of the screen, where the name of the object is placed to the left of the equal sign, and the definition is provided to the right.
The demonstration focuses on creating a new table named 'calendar' using the DAX formula language.
Two more columns are created in the date table: month number and month name, by using the year and month functions to extract the month and year from the date column.
01:25:29
The column 'month number' is created to filter by the year.
The month function is used to extract the month number from the date column.
Add the final touches to a report by inserting a text box.
02:36:27
Remove the border in the background and explore custom visuals to extend the basic visuals provided by Power BI.
Custom visuals are available on AppSource and can be added by signing into Power BI account.
Some organizations may block custom visuals.
The play axis visual in Power BI allows for animating reports to show changes over time.
02:39:27
The background image cannot be part of the theme and is not supported by Power BI templates.
The play axis visual can be added to the report to see how data changes over time.
Custom visuals need to be reloaded for different reports, but can be pinned to make them permanent.
A new visual is added to the report to see how the number of failed banks changed year by year.
02:43:51
The play access Visual is added to the report.
The year column from the calendar table is brought into the field list for the play access.
The visual in the bottom right corner shows the changes in the number of failed banks over time.
The map in the report needs the city state column to be specified as a geographic field.
02:48:29
Select the city state column and change the data category to 'place' to show it as a geographic field.
Drag the state column into the tooltip section to filter the tooltip by state.
The report is now available in the Power BI service and can be interacted with in the web browser.
A webinar on Power BI administration is recommended for further learning.
The video showcases how to share a Power BI report with others by publishing it to the Power BI service.
02:53:29
Users can publish their work to their 'my workspace' for personal testing, and then to another workspace for sharing.
The report is opened in the web browser experience, allowing interaction similar to the desktop tool.
Further information on sharing options and Power BI administration is available in a webinar.
A new 'Lunch with the Nerds' session on data storytelling with Power BI is announced for March 8th.
Introduction to Nerd Lunch Session and Speaker's Expertise
00:00
Nerd Lunch session on March 8th will cover data storytelling and report design.
Speaker has a design background and expertise in designing reports.
Signing Up for the Nerd Lunch Session and Follow-up Information
01:28
Link shared in the chat to sign up for the session.
Follow-up information will be sent.
Details about the boot camp sale will be displayed on the screen.
Conclusion and Thank You Message
02:32
The session was recorded and can be re-watched.
Encouragement to rewind and watch any missed parts.
Wishing everyone a great rest of the week and thanking them for joining.