Master Power BI Essentials in Just 15 minutes

in this video we'll go from complete beginners  in power bi to creating interactive dashboards   like this in just 15 minutes first we're  going to learn to import and transform the   data in power query then we're going to learn  to navigate through the main power bi features   third we're going to create an interactive  dashboard from scratch and finally we'll learn   to share it and collaborate with others so let's  get into it the first step if you haven't already   is downloading power bi so for this you're going  to go to this URL then you're gonna head over to   products and just hit on power bi desktop this  is the free version that we're gonna want and   just hit on download free once you've downloaded  the application the next step is importing a data   set and for this we've got this Excel data set  which is basically for Coca-Cola's retailers   keep in mind these are made up but you can see  that we've got a ton of information ranging   from the region the beverage brands that they're  selling and some financial information as well   and you can download this data set for free in the  video description so let's head over to power bi   once here you're going to want to import the  data from Excel I'm just going to select on   the relevant one for me once that loads up you'll  be greeted with the Navigator and if you click on   the data which is the sheet that we're interested  in you're going to be able to preview it over here   and now you simply want to click on the stick sign  and now you're going to activate these load and   transform data buttons the load is simply going to  load this up into Power bi while the transform is   going to allow you to manipulate the data a bit  so that's what we're going to go for and this   is going to open power query for us here in power  query you can see the data set that we're working   with and we'd like to make a few different  changes so first for the month here you can   see that we have it currently as a number but we'd  also like it in text so January February and so on   now for that we can simply click on the date  column here we're gonna go over to add column   so we can add a new column there and down under  this date drop down over here we're going to   want to select the month and more specifically  we're gonna want the name of the month now if   we hover over all the way to the end you can see  that we have all of that automatically generated   another thing that would be nice is if we have the  price per unit and we've got the unit sold we can   calculate the revenue which is the multiplication  of that so we're gonna go under add column again   click on custom column here and let's go  ahead and call this something like Revenue   which is simply going to be equals to  like we mentioned the price per unit   multiplied by the unit sold and we're gonna hit on  OK and you can see that's generated as well up top   you might have noticed that we've got these icons  over here this is basically going to define the   format of your text so is it a number is it in  text and so on so let's just click on that one   and what we're going to want is simply going to be  a whole number there you go you can see over here   too right where we have the applied steps this  is basically tracking all of the steps that we've   taken if you go back one you'll notice that it's  going to reformat it so just make sure you stay on   the last one unless you want to go back once we're  happy with these changes we can simply go over to   the Home tab and hit on close and apply and this  is going to apply these changes to power bi moving   on to step 2 which is navigating power bi and  you can see right now that we don't actually have   anything and this is what's known as the report  View and this is where you would have any kind of   a dashboard or a visual as you can see you have  the visualization options to the side but more   on that later then on the second part here click  on that that's data view this is basically where   we're going to be able to preview all of our data  and make any kind of changes that we might want   as you can see if you click on a number you're  gonna see a ton of different options up over here   and then to the right of that you have all  of the different columns that you currently   have available and finally on this last view here  which is the model view is where you'd be able to   link it with different data sets right now we only  have one sheet so there's nothing really to link   it with so we're not going to cover that so let's  go back over to the report View moving on to part   three which is going to be building a dashboard  and for that first we're gonna create a title up   top so I'm simply gonna go over to insert under  shapes I'm going to select this rectangle over   here let me go ahead and fast forward how I resize  this great let's suppose I'm happy with something   like this then I'm gonna have to change the color  of it so I'm gonna go under style under fill color   here click on that and I'm gonna go for a dark  blue like this one I have on the recent colors   if you want to customize your color you can go  to more colors and change it to whatever you   want then we're gonna want the title inside of  this so we're going to activate this title drop   down over here just hit on and as a text let's go  ahead and call this something like sales dashboard   and you can see it's really small right now so  we'll increase the size to something like let's   say 39 I'm gonna make that bold as well and I'm  gonna align this to the left but you can see that   it's really really to the left as in we would like  a bit of padding there so we can actually go ahead   and add that let's suppose I add 15 PX here I'm  planning now you can see what that's looking like   great now that we have the title right below that  we like to have three different kpis so some of   the key financial measures in this case it could  be the revenue the quantity sold and the average   price so for that we're simply gonna go over it to  this whether it says card and just click on that   icon all of these are the different visuals that  power bi has available for us I'm simply going   to resize this so it just basically aligns over  here and we're gonna have three different ones   so this first one under data this is where we're  gonna be able to select all of the data that we   want to be included in this card this we're simply  going to want the revenue so I'm just gonna click   on that you'll see that it activates as a field  here and if you want to rename this you can   simply double click and let's say for example  just call it Revenue instead sum of Revenue   and now we can just Ctrl C and Ctrl V to add a  second and same thing goes for the Third once   we've got all three we can select all of them so  just by hitting the control key you can select all   three of them we can change the coloring of this  as well so we'll go over to format your visual   and the callout value is this value the  big one the 8 million which we can change   to something like a different color let's say  we go for our dark blue that we've been using   below that if we close this drop down under  category label we can change the color of   this this is the revenue part we can change  that to something like this blue over here   and hopefully that's looking a bit better we can  also Bowl in that like so great now these two need   to be changed so we'll change the fields from  revenue second one let's call it the unit sold   and this final one let's go ahead and change this  to and we're going to call this the price per unit   now we don't want the sum of price per unit which  is the default here instead what we want is the   average right so we're gonna go over to that drop  down and simply select on average there you go   if you want to change the number of decimals we  can simply select on these two here then go under   format your visual for the call out value instead  of having it as Auto we could do something like   adding two decimals there now that's this part  done and over to the side it would be nice to see   the revenue breakdown by month for that we can go  ahead and select on a stacked column chart like so   we're gonna go ahead and select the month name  and we're also going to take on the revenue so   let's go ahead and resize this a bit you might  have noticed that one part here that seems a   bit odd is that the first month is December so  it's actually not in chronological order here   now to do so we can actually change this in the  data view so let's go about that so right now   the month name column here is giving us trouble  that's probably because power bi is not able to   understand that January equals 1 February equals  2 and so on so what we can do is actually sort it   and we're going to sort it by the month so by this  one over here that way it's going to be able to   understand which digit is which month so now when  we go back to the report View we can go ahead and   remove the month name and simply add it back and  now you can see that it's all in order great then   we can change the color of these columns by  going to format your visual under columns you   can see that we've got this default now we're  going to change that to this blue over here   one thing that's worth noting about power bi  is that suppose you don't like it as a column   chart you can simply click on any other icon and  it's gonna automatically change it to that style   so that's one of the nice things here but for now  let's go back to the column chart and then right   below over here it would be nice to see something  by state or by region so we can simply select the   map then we're gonna select the revenue again by  this time around let's suppose we want it by state   now we can simply go ahead and resize that  and you can see that right now these bubbles   which represent the revenue are quite small so  it's difficult to distinguish a good from a bud   now to change that we can go over to format  your visual and under bubbles here instead of   -10 let's say we go for 10. now hopefully we can  start to see that Florida here and California seem   to be quite strong then another thing that would  be nice is to have some kind of a zoom in or zoom   out button so we can do that under map settings  under controls we can turn on Zoom buttons   now you can see that we have this minus and  plus sign depending on what we're looking for   similarly you can't change the look of the map you  can see here that I've changed it to Ariel that's   kind of what it looks like I'm just gonna go back  to the row View one Factory that we haven't quite   accounted for has to do with different brands  so what we could add here is some kind of a   slicer by clicking on this icon over here let's  suppose that we're gonna have this up top right   next to the title kind of like so and here we're  gonna add all of the different beverage brands   and you can see right now though you can  only see Coca-Cola basically because this is   way to an arrow so we can actually change the  format of this by going to format your visual   under slicer settings here instead of a vertical  list we're going to want to get a tile now you can   see what that's looking like let me also go ahead  under General and remove the background color   so under effects here I'm just gonna deselect  on background great now if we click on Coca-Cola   you can see why all of that information looks  like same thing with flanta and the dashboard   is going to be fully dynamic one final feature  that's worth mentioning is the built-in AI tool   within power bi let's suppose that our manager is  asking like hey why are the December sales so high   for Phantom well you can simply right click on it  and go to analyze and go to explain this increase   that's gonna get power bi to calculate why this  increase is happening and you can see right now   that it's telling us hey the percentage increase  and some of the reasons for it ranging from   the types of retailers to the regions and more  and if you're looking for more extensive power   bi material you can consider it checking out  our brand new power bi for business analytics   course in our all-inclusive course curriculum  we start with the basics of data cleaning and   transformation then we get into Data visualization  tools like charts matrices and more following that   we'll get into docs or data analysis Expressions  which is what you would use to build formulas in   power bi then to simulate real world scenarios we  have two extensive case studies one will focus on   building a profit and loss dashboard from scratch  on Nike while the other will focus on visualizing   mcdonald's's European restaurant operations  currently 97 of Fortune 500 companies use power   bi so if you're looking to invest in yourself you  can get 20 of our course for the next seven days   using Code power 20. so make sure you check that  out in the description alright back to the video   and finally in part 4 we've got sharing and  collaborating so let's suppose that we're   happy with this dashboard and how it's looking  and we now simply want to upload it to the web   we can do that by going to first saving  it and then we're gonna go over to file   go to publish publish to power bi and you might  need to sign in here if you haven't already and   I'm simply going to select my workspace as my  destination and this is going to upload it over   to the web so I'm simply going to click on open  and here you can see it's open the Chrome browser   we can start to play around with it so it's  fully Dynamic on here as well and if you want   to share it we can simply click on the share  button and from here you're gonna see all of   the different options of how you can share this  whether it be as a PowerPoint 5 via email and so   on if all of this looks pretty impressive and you  want to learn more you can check out our power bi   course over here make sure you hit that like and  that subscribe and I'll catch you in the next one

Channel: Kenji Explains

Views: 475,286

Keywords: power bi, power business intelligence, power bi tutorial, learn power bi, master power bi, power BI, powerbi, powerBI, power bi dashboard, build a power BI dashboard, create a power bi dashboard from scratch, learn power query, power query editor, learn power query editor, power bi tricks, power bi for beginners, power bi from scratch, power bi class, power bi for business analytics, power bi service, share on power bi, collaborating on power bi, power bi for the web

Id: nkmHqs1I_z0

Length: 14min 16sec (856 seconds)

Published: Sun Mar 05 2023