Creating a Power BI Report

Date: May 22, 2018

Power BI Session Overview

I. Getting Started: Open Power BI Desktop or follow along

II. Intro to Power BI Desktop
III. Create a report
A. Connect data sources (Extract-Transform-Load)
B. Shape and model data (create relationships, format data & create Dax formulas)
C. Select, drag and drop, and configure visualizations on canvas
D. Format for Mobile View
E. Publish to Power BI Service
F. Create Dashboard (If Required)
G. Set up Refresh Schedule (Enterprise Gateway)
IV. Review bonus items
I. How to enable preview features
II. Power BI Systems Architecture
III. Power BI Pricing Options
V. Q&A
VI. Review resources
Page 1 of 14
 Power BI Desktop – Welcome Splash Screen
When you first open up Power BI it will open on the Splash Screen where you will find a lot of helpful information.
Find out what is new in the latest
Start a new import from a new release or interact on the highly
source, or connect to a recently interactive forums, which are a
used source Tutorial Videos great way to ask questions

Open a recent file

or other report

Announcements
 Power BI Desktop - User Interface (Report View)
Account Sign-In
Visualizations
Ribbon

Report

Data

Relationships

Data
Model
Views CANVAS
Fields Pane
(Data Model)

Visualization
Controls &
Formatting
Canvas
Pages
Power BI Desktop - User Interface (Data View)

DAX Calculations
Power BI Desktop - User Interface (Relationship View)
Objects
Select to
manage
Relationships

Relationships
 Power BI Desktop - Power Query Editor

Query
Settings
Navigator
Pane
 Data Sources for Power BI Sample Report

Before creating our visuals, we need to get some data through a three step Extract-Transform-Load (ETL) process. Let’s
follow along together. The website links we will be using are below:

 World Economic Outlook (Choose columns 2 through 6; Keep Range of Rows, First Row 2 & Number of rows 29; rename columns)
http://www.imf.org/en/Publications/WEO/Issues/2018/01/11/world-economic-outlook-update-january-2018
 House Prices Around the World (Rename columns)
http://www.imf.org/external/research/housing/data/HousePricesAroundtheWorld.csv
 House Price-to-Income Ratio (Rename columns)
http://www.imf.org/external/research/housing/data/pricetoincome.csv

Add some Images to Help tell your story, or to add a company logo. For this example a free building block stock photo
is used from freeimages.com: https://www.freeimages.com/photo/building-block-houses-1190126

Page 7 of 14
Power BI POC
M.O.P. Tentative (Net Sales)

The following prototype is illustrative of the capabilities and

functionality of Microsoft Power BI for Manager Operating Profit,
based on the data the is currently available in CTUIT via API/
Export.

The following additional data was added via a change in scope of

the project: Comparable store sales, Guests, Labor Hours, Product
Mix and Revenue Center
Slide A
Slide B
Slide C
Slide D
Mobile Views of Report
End Use Case
 Bonus - How to Enable Preview Features

Navigate to File > Options and settings > Options > Preview Features
Final Layout
Select Check Box(es) for Preview features you wish to enable and select ‘OK’
Bonus - Power BI System Architecture
Bonus - Power BI Pricing Options
https://powerbi.microsoft.com/en-us/pricing/
Bonus - Power BI Premium Calculator
https://powerbi.microsoft.com/en-us/calculator/
?
Resources for Continued Learning

I. PUG Resources
Final Layout
I. Webinars https://www.pbiusergroup.com/engage/training
II. Webinar Recordings https://www.pbiusergroup.com/engage/webinarrecordings
III. Pug Exchange https://www.pbiusergroup.com/engage/redirectopenforum
IV. San Antonio Chapter https://www.pbiusergroup.com/communities/sanantonio

II. Popular Youtube Channels

I. Guy in a cube https://www.youtube.com/channel/UCFp1vaKzpfvoGai0vE5VJ0w
II. Microsoft Power BI https://www.youtube.com/channel/UCy--PYvwBwAeuYaR8JLmrfg
III. Avi Sing https://www.youtube.com/channel/UCRNmSv7mAPYiC0Y40TJijAw
IV. Excel Is Fun https://www.youtube.com/user/ExcelIsFun

III. Resources on the Web

I. Whitepapers for Power BI https://docs.microsoft.com/en-us/power-bi/whitepapers
II. DAX basics in Power BI Desktop
https://docs.microsoft.com/en-us/power-bi/desktop-quickstart-learn-dax-basics
III. Power BI: Data Analysis Expressions (DAX) Language
https://social.technet.microsoft.com/wiki/contents/articles/677.power-bi-data-analysis-expre
ssions-dax-language.aspx
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