power bi tutorial within Unilever

Power Bi Tutorial 1

Get data
Get data  more… Load
Excel: select “Table” instead of “Sheet”
Get data  more… Transform data
Start the Query Editor engine; (the other engine is Model (relationship + DAX))
Clean up messy data
2.1. Applied stepDelete “Change type”, delete “promoted headers”
2.2. File  Reduce Rows  Remove Rows  Remove top rows: Add “Remove rows” in Applied step
2.3. Use first row as header: Add “Promoted Headers” & “Change type” in Applied step
2.4. Filtered Rows:
Text filters  Does Not Contain…

2.5. Convert columns in rows:
Hold down “Shift” key to select a range of columns;
Transform  Unpivoted column:

2.6. Refresh from multiple sources / One-Clicked or Automated Refresh
3. Relationship—key Concepts
3.1. Build models:
Lookup tables (who, when, where, what …) at top; Data tables at bottom
3.2. Create Relations：
4. Explore data using visuals
4.1. Card elements:
Valuesfield
FormatSize
Display column as currency:
Fields SealsAmount  Column tools Display column as currency
Years: Value  YearDon’t summarize

Only display one year:
Filters  Filters on this page  Add data fields here  Select year

Sorting month by month number:

Analyzing Multiple Data Tables
Slice and Dice （交叉分析） data side by side
Rule: Only slice and dice using the connected tables
When placing elements from multiple tables, only slice and dice using common look-up tables
Writing DAX Measure
 DAX: Data Analytics Expression
 Implicit Measure

 Best practices: Never use implicit measure
Explicit Measures:
o Modeling  New Measures
o E.g.

Reasons using explicit measure:

Control
Reuse
Connected Reports
Calculate Column
 Measure vs. Column
o Row Context
o Column: Total Sales Amount = Sales[SalesAmount]+Sales[TaxAmt]
o Measure: Total Sales = SUM(Sales[SalesAmount])+SUM(Sales[TaxAmt])
 Use Measures for doing math
Hybrid or composite Measures
Variance = [Sales] - [Budget]
Variance% = DIVIDE([Variance], [Budget]) (handle divide by 0 error)
Visualizations
InsertAdd Text Box/ Add Image
Conditional Formatting
Format Data Color  Default Color  Conditional Formatting

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power bi tutorial within Unilever

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