Hi everyone, Kevin here.
Today, we are going to learn how to use
Power BI in just 10 minutes.
All organizations have a
tremendous amount of data,
but what are the
stories behind that data,
and what decisions should
you make based on that data?
Power BI can help us with this.
We'll start with how you
can import data into Power BI.
Then we'll look at how you could build
a data model and start to add
some visuals and also filter your data.
Finally, we'll look at
how you can share out
your reports and dashboards with others.
Let's start with how
you can get Power BI.
To get Power BI,
open up the Microsoft Store and up in the
search field on top,
search for Power BI.
In the results, you'll
see three different options.
Which one should you get?
First, we have Power BI,
and this allows you to view and interact
with existing reports.
Here we have Power BI Desktop,
and this gives you the
full functionality to model
your data and also to build reports.
Lastly, we also have the report builder.
This has much of the functionality that
you'll find in desktop,
but it's not quite as feature rich.
For this video, we're going
to use the desktop experience.
Simply click on this, and right here,
you can click to install or
open if you already
have the app installed.
When you launch Power
BI for the first time,
you'll see this initial splash screen.
Over on the left-hand side,
you can get data and in
a moment we'll do this.
Right down below, you can also access
recent data sources that you've used.
Here, you'll see any
other Power BI reports
that you might have
worked on and you can also
navigate to other reports
that you may have access to.
Over on the right-hand
side, you have all sorts of
different learning resources that are
well worth looking at.
If you don't want to see
this splash screen on launch,
at the very bottom,
you can uncheck this box,
and this will no longer appear.
For now, I'll close this window in the
top right-hand corner.
This drops us into the
main report view in Power BI.
Over on the left-hand side,
here I can see that I
am in the report view.
Currently, we don't
have any data in here yet.
Luckily, it's very easy to get data in.
Right here, we can
add data to our report,
or right up here on the
"Home" tab on the ribbon,
here we also have the
option to import data.
When I click on this "Get Data" dropdown,
you'll see that there are all sorts of
different sources that
you can pull into Power BI.
Chances are, if you have data,
you'll be able to bring it in.
For this video, I'm going to
use data in an Excel workbook.
If you'd like to follow along,
I've included a link to this workbook
down below in the description.
I'll click on this.
Here, I see my workbook.
I'll double-click on this.
This opens up the Navigator,
and this will assist me with
getting my data into Power BI.
Here, I see my Excel workbook name,
and I see that it has two separate tables
and two separate sheets.
You can tell based on this icon here.
I can click into one of these tables,
and here I can preview the data.
There's one table called "Customers,"
and this has all of
the customer information
at the Kevin Cookie Company.
Down below, I also have
order data for orders here
at the Kevin Cookie Company.
Then we also have sheets,
but I only have the table on the sheet,
so there's no other data.
I'll select this table and this table.
Down in the bottom right-hand corner,
we have a few different options.
We can load the data as is.
That means that I don't
want to make any changes to it.
I'll basically bring it in
as it looks right up above.
Alternatively, we can
also transform the data.
Basically, make some modifications.
Maybe we want to clean up the data
before bringing it into Power BI.
You might be wondering,
"Well, why would you
want to transform it here?
"Why not just update
the original Excel sheet?"
In some cases, you
won't have edit abilities
with the original data.
Let's say it's a database,
or maybe someone else
owns the spreadsheet.
In this case, you could edit it
before bringing it to Power BI.
For now, I'll simply click on Load.
Over on the right-hand
side in the data pane,
here I can see that I've successfully
imported these tables
from my Excel workbook.
Here I have all of my orders
and I have all of my
customer information.
Down below, you'll see
all of the different columns
that were contained in the table,
or what we can also refer to as fields.
Over on the left-hand side,
let's now dig into the data
by clicking on this
button for the Data View.
This drops us in the Data View,
and here I can see all of
the different customer data
that's contained
within the Customers table.
Now, there is one issue I noticed.
Here we have a column for a country,
and I say the United
States for a few of these,
but then here it says the U.S.
Ideally, I should clean this up.
I can also click into the Orders table,
and here I can see
all the different orders
that we've had here at
the Kevin Cookie Company.
We've been shipping a lot of cookies.
Right here, there's a
column called Rush Shipments,
and I don't need this for my analysis.
So I think I need to go back
and make a few
refinements to this data here.
Let's click back into the Report View,
and although I loaded the data,
I can still go back
and transform the data.
On the Home tab, over here under Queries,
we can click on Transform
Data and then Transform Data.
This opens up the Power Query Editor,
and we can use Power Query to modify
and also clean the data
before bringing it into Power BI.
One thing to note is this does not at all
affect the original data source.
Think of it as a middle layer
between your original data and Power BI.
Over on the left-hand side,
I can see that there
are two separate queries.
Each one corresponds
with one of the tables
that we would like to bring in,
and the first one is called Customers.
Here, I can see all of the
data contained within customers,
and if I scroll over, here
I see that country column
with the inconsistent
reference to the United States.
I can right-click on the country,
and here there's the
option to Replace Values.
I'll click on this, and I want to look
for references to US,
and I want to replace
that with United States.
I'll click on OK.
Over on the right-hand side,
here I can see a record of
all of the different changes
that I've made.
One of the beautiful things is
as you bring additional
data in in the future,
these same steps will
apply to that new data.
Over on the left-hand side under Queries,
let's now click into Orders,
and here's the column Rush Shipment.
I don't need this for my analysis.
I'll select this column,
and up above, I can remove this column.
Right over here, we see
a category for Transform,
and this has some of the
most popular transformations.
Up on top, I can also
click into Transform here,
and we see lots of different tools
that you can use to
modify and clean up your data.
For now, though, I'm happy
with the way everything looks.
I will click on Home,
and then Close and Apply,
and select this option.
Back in the main report view,
on the left-hand side,
let's now click into the Model view,
and here I can see the data model.
Here I see the two different tables,
and I can also see that Power BI
automatically detected the relationship
between these two tables.
The Customers table has a customer ID,
and the Orders table
also has a customer ID.
If, for whatever reason, Power BI
did not detect the relationship,
you can simply drag
an item from one table
over onto the other table,
and that will establish a relationship
between these tables.
Let's now go back into the report view,
and let's start
building out a nice report.
Back now within the report view,
I want to pull together a report,
and a report is simply a collection
of different visualizations.
Over here on the right-hand side,
you can see all of the
different visualizations
that you get with Power BI.
I want to show cookies shipped over time,
and I think a line chart would work
really well for that.
To insert one of these visualizations,
here I simply click on a line chart,
and here it places a
placeholder in my report.
Over on the right-hand side,
here I see all of my
data that I brought in,
and I want to show cookies shipped.
Here in my Orders table,
there's an option called Cookies Shipped.
I can take this item,
and I can drag it in,
and I'll place it on the Y axis.
So there it shows up right here,
but I also want to show it over time.
Over on the right-hand
side in the Orders table,
I also have the order date.
I can press and hold on this,
and I will drag this into the X axis.
And once I place that,
you'll see the line
chart start taking shape.
I can click on this handle,
and I can drag it so it's larger.
I can even reposition it
in whatever spot I want.
Right now it shows orders shipped by day,
but it's a little hard to
make sense of what's going on.
When I click on this, down below,
I have these different
options where I can drill up.
So instead of viewing
it on a daily basis,
instead I could view it on a
monthly and a yearly basis,
and this now looks really nice.
Over on the right-hand side,
again, under Visualizations,
if I scroll down, I
have different options.
I can add a secondary Y axis.
I can pull in a legend.
If we go up to the top, here I
could also format the visual.
So here I have a few different options,
and right up under General,
here I could also adjust some of the
different properties.
For example, the title.
Currently it says sum of cookies shipped.
Maybe I just want it to
say cookie shipped by date.
If we go down to, I
could also adjust things
like the text color, and let
me go with this blue color.
That matches the Kevin
Cookie Company theme color.
To exit out of this view,
I'll simply click on the report,
and that brings me
back to this base state.
I want to add some
additional visuals to this report,
and I'd like to show the total revenue
that we've earned here at
the Kevin Cookie Company.
Of course, I could come in here
and I could choose one of these visuals,
or I could simply go down to the data,
and here I'll check revenue.
And this
automatically inserts a bar chart.
It makes a best guess for
what visual would work well,
but I can still modify this if I want.
Over on the right-hand
side, with this visual selected,
here I'll select a card,
and instead of showing a bar chart,
it now shows a total
revenue of six million.
Like I've always said,
there's a lot of money
in the cookie business.
I'd like to include one more visual
that shows all of our customers
here at the Kevin Cookie Company.
Over on the right-hand side,
I'll check the box next to customer name,
and here it automatically
inserts a table visualization.
One of the really neat things is
I can click on any one
of these customer names.
So let's say Acme grocery stores,
and that automatically
filters this line chart
and this card.
Remember, we connected
these two separate tables.
So here when I choose a customer name,
it knows what revenue,
and also the cookie shipped associated
with that customer name.
That's pretty cool.
I can also press the control key,
and I can multi-select customers.
So let's say I want to see the revenue
for these three customers.
It looks like it was four million.
To turn off this filter,
I simply click on the
side of the visualization,
and it goes away.
This report is coming together nicely,
but I may want to add some additional
pages in the future,
maybe for different views of the data.
Down below, I could simply double-click,
and I could rename the
page that I'm currently on,
and I could click on this plus icon
to add additional pages.
For now though, I'd like to
share this out with the team,
just to start getting
some feedback from them.
Up on the top ribbon,
over on the right-hand side,
there's the option to publish.
Let's click on that.
Before we can publish,
we'll need to save changes.
I'll click on save.
For the destination,
I'll select my workspace,
and then click on select.
And look at that success.
Right over here, we can now open this
on the Power BI web service.
And check that out.
I now see my report on
the Power BI web service.
In the top left-hand corner,
I can click on the file menu.
I can embed this report on a
SharePoint site, on a website.
I could also generate a QR code
that will lead people
directly to this page.
Up on top, I can also
export directly to a PowerPoint.
I could even embed live data.
I could export a PDF.
I could also share it.
Here, I could type in an
email address or copy a link.
And over here, I could
even place it directly
in a Microsoft Teams chat.
All right, well, it took
slightly longer than 10 minutes,
but hopefully that gives
you enough to start exploring
and building that muscle in this
fantastic analytics tool.
To watch more videos like this one,
please consider subscribing,
and I'll see you in the next video.