Power BI is a business intelligence tool developed by Microsoft that enables users to connect, transform, and visualize data. It consists of three main components:
DAX (Data Analysis Expressions) is a formula language used in Power BI for creating custom calculations. It includes functions like:
SUM()
, AVERAGE()
, COUNT()
FILTER()
, ALL()
, KEEPFILTERS()
IF()
, SWITCH()
DAX is essential for performing advanced data analysis and creating calculated columns, tables, and measures.
Power BI supports three types of relationships between tables:
KPIs in Power BI are used to track business metrics and performance indicators. A KPI visual includes:
Power BI can connect to multiple data sources, including:
KPIs in Power BI help track business goals by displaying:
Power Query is a data transformation tool in Power BI that allows users to:
Hierarchies in Power BI allow users to drill down from higher-level to lower-level data. Example:
Date Hierarchy: Year → Quarter → Month → Day
Geographic Hierarchy: Country → State → City
You can access three critical connectivity modes in Power BI, Direct Query, Live Connection, and SQL Server Import:
Direct Query can be used only when you choose to connect to specific data sources and stores metadata exclusively
Live Connection is supported by specific data sources, such as SQL Server Analysis Services, Azure Analysis Services, and Power BI Datasets
SQL Server Import lets you effortlessly use the entire Power BI Desktop range
The Power Query business intelligence tool was built by Microsoft, enabling users to import, clean, and transform data.
All that’s required is for you to write a query and, once written, run it. Its main benefit is that you can import data from various sources.
With Power BI, you have the option of producing custom visualizations, which are packages that feature code to help users visualize data. To create custom visuals, you need to use specific programming languages such as JQuery.
JavaScript is another programming language that you can use to produce custom visuals.
Whereas using Power Pivot for Excel can support an import model and calculated columns, in addition to a single directional relationship, Power BI Desktop has a few more functions: it offers two-way connectivity and combines the functions of both Pivot and Power Query.
Also, Power BI Desktop offers better-quality visualizations compared with Power Query.
The Power BI dashboard lets you view the critical elements of a story based on data and access various reports. The data is concisely presented on the dashboard, which is usually only one page long. A dashboard contains tiles that users can pin to the page to present key data insights.
Some of the critical types of data sources that can be connected to Power BI include databases such as Access, Oracle, MySQL, SQL Server, Teradata, and PostgreSQL.
There are two options for defining relationships between tables in Power BI. Users can define relationships manually by using foreign and manual key features, or they can also define relationships automatically.
In terms of the active relationships between tables, only one is possible for Power Pivot data models, represented by continuous (not broken) lines.
For inactive relationships, you can have several of them, which are characterized by dotted lines.
In addition to analytical skills, to use Power BI you also need technical knowledge and knowledge of algorithms. You also need coding, numerical reasoning, and mathematical skills. A good understanding of the principles of business intelligence will also be very helpful.
More often than not, data in Power BI will be stored on the cloud, often in Azure. The two main types of Microsoft Azure cloud services include Azure Blob Storage and Azure SQL Database.
Some of the most important Power BI features are:
The ability to visualize data
The option to share visualized data with others in the organization
The option to use an omni-view to view all data gathered from all sources
The option to display the output across several devices that can use Power BI
Some of the key DAX concepts are contexts, functions, and syntaxes:
Context. A row context applies to a particular row in a table when a formula’s function affects the row. In contrast, filter context applies when you apply several filters to a calculation.
Function. Functions refer to values or “arguments” used in a certain order to carry out a computation. There are a few different categories such as statistical, date or time, and logical.
Syntax. Syntax rules apply when creating a formula. If you’re not paying attention to the syntax, you might receive an error message.
In certain situations, you might need to use a visual file when the pre-packaged ones fail to align with your needs. For this, you might hire a developer to build one for you, which can be imported and used to visualize critical information for your team.
Some of the data category types used in Power BI include:
Text, referred to as a data string
Boolean or logical, also called a true or false type
Number, with which users can carry out several functions, such as finding the average or a fraction of the data
Date and time, used to extract data such as time, year, and month
In Power BI Desktop, you have the option to gather data together and group it (which is what grouping refers to).
To do this, you select a range of elements by pressing Ctrl and clicking the elements. You then select the group option by right-clicking on the element. Grouping is also ideal for making changes to existing groups.
When you need to extract and alter data that you’ve imported from several sources, the transformation stage requires query folding. One advantage of query folding is that because the transformations happen at the data source, Power Query has to do fewer imports.
The reports that Power BI generates contain visual features similar to filters that help users filter out certain data. These visual filters are known as slicers. With a slicer, users can choose certain values and select them while analyzing the report.
Content packs in Power BI refer to the content you have in Power BI. In the pack, you’ll have a glimpse of the data and reports you have. Packs, including your reports or datasets, can be shared with others in your team.
In Power BI, you have the option to restrict the access to data of certain users. This is achieved through the row security option, which works specifically at the row level.
Some of the functions offered by the Power BI Query editor include:
Data imports to a new group
An option for managing parameters
The option to handle columns, rows, and groups
Column renaming and value replacement options
The option to execute R Queries
The option to use DAX formulas to add custom columns