Module_01_formation-PowerBI Desktop.pptx

module de formation power bi

1. WorkshopPLUS - Data AI: Business Analytics with Power BI Module 1

2. Disclaimer

3. Learning Units covered in this Module Lesson 1: Motivation Lesson 2: Connecting to Data Lesson 3: Shaping Data Lesson 4: Creating a Data Model Lesson 5: Calculations Lesson 6: Building Reports Lesson 7: Sharing

4. Lesson 1: Motivation

5. Objectives After completing this learning, you will be able to: Describe Power BI components and its benefits to business

6. Today, BI extends to everyone Everyone Analyst to end user IT to end user 2 nd wave Self-service BI 1 st wave Technical BI 3 rd wave End user BI

7. Turning data into business insights is challenging Common BI challenges include… Multiple data sources Data residing in cloud solutions and on-premise locations is difficult to access and refresh securely End-to-end view Data often resides in disparate locations, making it difficult to see a complete picture of your business   Right data for the right users at the right time Different roles have different needs and business users need the latest operational data

8. Gartner’s 2020 Magic Quadrant

9. Power BI Experience your data. Any data, any way, anywhere

10. Power BI product portfolio Power BI service Cloud-based modern business analytics solution Power BI Premium Dedicated capacity for increased performance Power BI Desktop Free data analysis and report authoring tool Author Share and collaborate Large scale deployments Power BI Report Server Power BI Embedded </> Share and collaborate App dev On-premises report server (updated 3x per year) Visual analytics embedded in your applications

11. Power BI Overview Data sources Power BI service SaaS solutions e.g. Salesforce, GitHub, Google On-premises data e.g. Analysis Services Organizational content packs Corporate data sources or external data services Azure services Azure SQL, Stream Analytics… Excel files Workbook data / data models Power BI Desktop files Data from files, databases, Azure, and other sources Data refresh Visualizations Live dashboards Content packs Sharing and collaboration Natural language query Reports Datasets 01001 10101 Power BI REST APIs Power BI Desktop Prepare Explore Share Report 0110001 00010110

12. Create Power BI Content What is Power BI Desktop ?

13. Power BI Desktop Workflow Prepare Explore Report Share & Collaborate

14. Questions?

15. Knowledge Check

16. Lesson 2: Connection to Data

17. Objectives After completing this learning, you will be able to: Describe different data sources for Power BI Describe different data connectivity modes

18. Connecting Data - Prepare

19. Connecting Data - Prepare Supported data sources (sample list) The available data sources are constantly evolving and s ome of them support DirectQuery (DQ). No data is imported to Power BI in DQ and Live Connections. Can seamlessly combine data from one or more DQ sources, and/or combine data from a mix of DQ sources and import data through Composite Models. There are some limitations on the transformations that can be done with DQ. File Database Azure Other/Online Services Other Excel Text/CSV XML JSON Folder SharePoint Folder PDF SQL Server (DQ) Access SQL Server Analysis Services (Live Connection) Oracle (DQ) IBM DB2 (DQ) IBM Informix (Beta) IBM Netezza (DQ) MySQL PostgreSQL (DQ) Sybase Teradata (DQ) SAP HANA (DQ) SAP BW V2 (DQ) SAP BW Message Server connector Amazon Redshift (DQ) Impala (Beta) (DQ) Google BigQuery (Beta) (DQ) MarkLogic Snowflake (DQ) SQL Database (DQ) SQL Data Warehouse (DQ) Analysis Services (Beta) (Live Connection) Blob Storage Table Storage Cosmos DB (Beta) Data Lake Store HDInsight (HDFS) HDInsight Spark (DQ) Power BI Service SharePoint Online List Exchange Online Dynamics 365 (online) Dynamics 365 for Financials (Beta) Dynamics NAV Dynamics 365 Business Central (On Premise) Connectors Common Data Service (Beta) Azure Consumption Insights (Beta) Visual Studio Team Services (Beta) Salesforce Objects Salesforce Reports Google Analytics appFigures (Beta) Dynamics 365 for Customer Insights (Beta) Product Insights Asana TIBCO Facebook GitHub (Beta) Kusto (Beta) MailChimp (Beta) Marketo (Beta) Mixpanel (Beta) Planview Enterprise (Beta) Projectplace (Beta) QuickBooks Online (Beta) Smartsheet SparkPost (Beta) SQL Sentry (Beta) Stripe (Beta) SweetIQ (Beta) Troux (Beta) Twilio (Beta) tyGraph (Beta) Webtrends (Beta) ZenDesk (Beta) Data.World (Beta) Adobe Analytics Vertica Web SharePoint List OData Feed Active Directory Microsoft Exchange Hadoop File (HDFS) Spark (DQ) R Script ODBC OLE DB Blank Query LinkedIn Sales Navigator (beta) Vena MicroStrategy FHIR FactSet Jamf Pro Cognite

20. Import DirectQuery Live/Exploration Overview ETL Data download Select specific tables No data download Queries triggered from Report visuals Explore source objects from Report surface No data download Queries triggered from Report visuals Supported Data Sources All sources (>80 sources) SQL Server Azure SQL Database Azure SQL Data Warehouse SAP HANA Oracle Teradata SQL Server Analysis Services (Tabular & Multidimensional) Azure Analysis Services Max # of data sources per report Unlimited Multiple One Data Transformations All transformations (100’s) Partial support (varies by data source) None Mashup Capabilities Merge (Joins) Append (Union) Parameterized queries Merge (Joins) Append (Union) None Modeling Capabilities Relationships Calculated Columns & Tables Measures Hierarchies Time Intelligence Relationships Calculated Columns Measures Hierarchies Limited Time Intelligence Measures Connecting Data - Prepare Three ways to connect to your data

21. Connecting Data - Prepare Direct Query - Overview

22. Connecting Data - Prepare Direct Query - Pitfalls

23. Connecting Data - Prepare Direct Query – Best practice

24. Connecting Data - Prepare Connecting to SQL Server (an example)

25. Connecting Data - Prepare Connecting to SQL Server (an example)

26. Connecting Data - Prepare Connecting to SQL Server (an example)

27. Connecting Data - Prepare Connecting to SQL Server (an example)

28. Connecting Data - Prepare Connecting to SQL Server (an example)

29. Connecting Data - Prepare Connecting to Microsoft SQL Server (an example) Use Query Editor to further refine our data, if we specified “Transform Data”:

30. Connecting Data - Prepare Connecting to SQL Server (an example)

31. Connecting Data - Prepare Changing connections

32. Connecting Data - Prepare .pbids files

33. Connecting Data - Prepare Power BI Custom Connectors

34. Connecting Data - Prepare Power BI Custom Connectors

35. Questions?

36. Knowledge Check

37. Lesson 3: Shaping Data

38. Objectives After completing this learning, you will be able to: Describe shaping data to meet business requirements Learn different data transformation methods in Power BI

39. Shaping Data

40. Shaping Data Power Query Editor

41. Shaping Data Power Query Editor 1 Query Ribbon 2 The Left Pane 3 The Center Pane 4 The Query Settings Pane

42. Shaping Data Power Query Editor – Ribbon The “ Home ” tab contains the common query tasks including the combination of queries The “ Transform ” tab provides access to common data transformation tasks , such as adding or removing columns, changing data types, splitting columns, and other data-driven tasks

43. Shaping Data Power Query Editor – Ribbon The “ Add Column ” tab provides additional tasks associated with columns such as formatting column data, adding custom columns or invoking functions The “ View ” tab provides access to query settings and the Advanced Editor where we can develop our own data transformation scripts The “ Tools ” tab provides tools for query diagnostics

44. Shaping Data Power Query Editor – The Left Pane

45. Shaping Data Power Query Editor – The Center Pane

46. Shaping Data Power Query Editor – The Query Settings Pane

47. Demonstration Building a Query Query Features Inside of Power BI Desktop

48. Shaping Data Available Data Transformations Filter Table Pivot/Unpivot Change Data Types Text/Number/Date Formatting Extract parts of strings Fill Rows Expand Rows from a related table Merge Queries Append Queries Combine Binaries And more … Manage columns Reduce rows Merge/Split columns Group rows in a table Aggregate data from a table Use first Row as headers Replace Values Transpose Reverse Rows Count Rows Conditional Columns Transform

49. Shaping Data Available Data Transformations

50. Shaping Data Available Data Transformations

51. Shaping Data Available Data Transformations – Machine Learning Scripts

52. Shaping Data Available Data Transformations – Advanced Editor

53. Shaping Data Query folding SELECT [salesordernumber] as [Sales Order Number] , [salesorderlinenumber] AS [SalesOrderLineNumber] , [salesreasonkey] AS [SalesReasonKey] FROM [dbo] . [factinternetsalesreason] WHERE [salesorderlinenumber] = 2 1 1 2 2 3 3

54. Shaping Data Query folding

55. Shaping Data Query formulas

56. Shaping Data Query formulas – an example

57. Shaping Data Query formulas – User Functions

58. Shaping Data Query formulas – User Functions

59. Shaping Data Query formulas – User Functions

60. Shaping Data Query Parameters Queries and other objects can use parameters to get a dynamic behavior

61. Shaping Data Query Parameters

62. Shaping Data Query data profiling

63. Shaping Data Query data profiling

64. Shaping Data Query data profiling Visibility of each of the data profiling elements can be controlled through the View tab.

65. Shaping Data AI Insights Query Editor

66. Shaping Data Query dependency view View dependencies across all queries and data sources

67. Demonstration Power Query Editor walkthrough

68. Power BI Desktop Shaping Data

69. Questions?

70. Knowledge Check

71. Lesson 4: Creating a Data Model

72. Objectives After completing this learning, you will be able to: Describe modeling data to meet business requirements Learn different relationship models Learn different data types

73. Creating a Data Model

74. Creating a Data Model Data View Data View icon E F A Data Grid – Shows the data for a selected table B Modeling Ribbon – Manage relationships, calculations, data types, formats, and categorization C Formula bar – DAX formulas for calculations D Search – Search for tables or column names E Fields List – Select a table or column to view in the Data Grid F Filtering & sorting options A B C D

75. Creating a Data Model Model View Model view icon – shows the relationships in the model. Here you can create relationships or view them. A Relationship – you can hover your cursor over a relationship to show the columns used. Double-click on a relationship to open it in the Edit Relationship dialog box In the example, Sales and Stores have a relationship via StoreKey B A B

76. Creating a Data Model Model View

77. Creating a Data Model Relationships

78. Creating a Data Model Relationships – Creation

79. Creating a Data Model Relationships - Cardinality Many to One (*:1) or One to Many (1:*)

80. Creating a Data Model Relationships – One to One (1:1)

81. Creating a Data Model Relationships – Many to Many

82. Creating a Data Model Relationships - Direction

83. Creating a Data Model Relationships – Direction In some cases, we may want filter to propagate from many to the one side of the relationship. E.g. Show number of products of each color sold by each salesperson. Wrong result using “Single” direction

84. Creating a Data Model Relationships – Direction In some cases, we may want filter to propagate from many to the one side of the relationship. E.g. Show number of products of each color sold by each salesperson. Correct result using “Both” direction

85. Creating a Data Model Relationships – Direction Don’t turn on “Both” direction for every relation. It is slower and might return unexpected results

86. Creating a Data Model Relationships – Direction ∑ 4700

87. Creating a Data Model Relationships – Active and Inactive

88. Creating a Data Model Relationships – Active and Inactive

89. Creating a Data Model Relationships – Parent-Child Not supported natively. As a workaround, denormalize the table. Key Parent Parent-Child Sintra Lisbon Lisbon Portugal Portugal Europe Key District Denormalized Country Region Sintra Lisbon Portugal Europe

90. Creating a Data Model Relationships – Data Quality Issues

91. Creating a Data Model Relationships – Options

92. Creating a Data Model Relationships – DirectQuery

93. Creating a Data Model Data Types Recommended to set data type in Query Editor

94. Creating a Data Model Data Types

95. Creating a Data Model Data Categorization Am I seeing country sales or US states’ sales? Is AL, Albania or Alabama? Or, is AR, Argentina or Arkansas?

96. Creating a Data Model Standard Data Formatting Built-in formats based on data types.

97. Creating a Data Model Custom Format Strings Created in Model view. VBA style syntax.

98. Creating a Data Model Sorting by Column

99. Creating a Data Model Hierarchies

100. Creating a Data Model Mark custom date table

101. Creating a Data Model Aggregations

102. Creating a Data Model Import From Microsoft Excel

103. Creating a Data Model Curate Featured Tables for Excel ( Preview )

104. Demonstration Data Model Quick Tour

105. Power BI Desktop Creating the Data Model

106. Questions?

107. Knowledge Check

108. Lesson 5: Calculations

109. Objectives After completing this learning, you will be able to: Learn different calculation methods to prepare data

110. Calculations DAX Basics

111. Calculations DAX Basics – Syntax An expression always starts with the name of the calculation A The equal sign indicates the beginning of the formula B A function or a combination of functions is applied which will return a value C The arguments of the function (can be a reference to columns or additional functions) D The table that is being referenced E The column that is being referenced for the specified table F

112. Calculations DAX Basics - Functions

113. Calculations DAX Basics – List Separator and Decimal Symbol DAX authoring will default to using the standard DAX characters of comma as the list separator and period as the decimal symbol . If you want to default back to the list separator and decimal symbols defined by your machine’s Region settings, ,use DAX separators option under Options and settings > Options > Global > Regional settings:

114. Calculations DAX Basics – Dax Editor

115. Calculations DAX Basics – Creating Calculations

116. Calculations DAX Basics – How are calculations applied? This cell corresponds to the sum of “Sales Minus Tax” for all rows that belong to the Calendar Year“2012” and Gender is “M” Row Context

117. Calculations Calculated Columns

118. Calculations Calculated Columns

119. Calculations Measures

120. Calculations Measures CalendarYear=2012 Promotion=“Reseller” Gender=“M” The total is also calculated independently. It is not an aggregation of the rows.

121. Calculations Measures

122. Calculations Calculated Tables

123. Calculations Show value as

124. Calculations Advanced Calculations CALCULATE(<measure expression>, <filter1>, <filter2>, …) allows us to change the filter context No Discount Sales = CALCULATE  (      SUM  (  FactResellerSales[SalesAmount]  ) ;     DimPromotion[EnglishPromotionName] =  "No Discount" )

125. Calculations Advanced Calculations

126. Calculations Advanced Calculations Sales with Big Discount = CALCULATE  (      SUM  (  FactResellerSales[SalesAmount]  ) ;     DimPromotion[DiscountPct] >  0.1 ) Sales with Big Discount FILTER = CALCULATE  (      SUM  (  FactResellerSales[SalesAmount]  ) ;      FILTER  (  DimPromotion; DimPromotion[DiscountPct] >  0.1   ) )

127. Calculations Advanced Calculations ALL removes the filter applied to a table or column. Useful for ratio-to-parent calculations Percentage of Product Net Revenue = DIVIDE  (      SUM  ( Sales[Net Revenue] ) ;      CALCULATE  (          SUM  ( Sales[Net Revenue] ) ;          ALL  (  Product[Product Name]  )      ) )

128. Calculations Advanced Calculations

129. Calculations Advanced Calculations X Functions - Row-by-row SalesAmountwithSUMX = SUMX  (     FactResellerSales;     FactResellerSales[OrderQuantity] * FactResellerSales[UnitPrice] )

130. Calculations Advanced Calculations RANKX (<table expression>;<arithmetic expression>;<sort order>;<tie handler>) Gets an ordinal position for the selected column ProductRank = RANKX  (   ALL  (  DimProduct[ProductAlternateKey]  ) ; [Sales];; DESC;  SKIP   )

131. Calculations Advanced Calculations HASONEVALUE lets us test if only a single element is selected for a column ProductRankEnhanced = IF  (      HASONEVALUE  (  DimProduct[ProductAlternateKey]  ) ;      RANKX  (   ALL  (  DimProduct[ProductAlternateKey]  ) ; [Sales];; DESC;  SKIP   ) ;      BLANK  () )

132. Calculations Advanced Calculations TOPN (<n>;<table>;<order by expression>) returns the top N rows for a table TOPN  (   10 ;  VALUES  (  DimProduct[ProductAlternateKey]  ) ; [Sales];  DESC   ) The VALUES function is required to remove duplicates, if they exist. Not needed if they don’t

133. Calculations Advanced Calculations TOPN does not return a scalar It should be then used as context to return a scalar TOP10Products = CALCULATE  (     [Sales];      TOPN  (   10 ;  VALUES  (  DimProduct[ProductAlternateKey]  ) ;  [Sales];  DESC   )

134. Calculations Advanced Calculations – Support for Excel Financial Functions

135. Calculations Advanced Calculations – Time Intelligence Many DAX functions exist to support time calculations. There are two types: Functions that require a CALCULATE SalesYTD = CALCULATE  (  [Sales];  DATESYTD  (  DimDate[FullDateAlternateKey]  )   ) Functions that return a scalar (syntactic sugar) SalesYTDNoCalculate = TOTALYTD  (  [Sales]; DimDate[FullDateAlternateKey]  )

136. Calculations Advanced Calculations – Time Intelligence SalesLastMonth = CALCULATE  (  [Sales];  DATEADD  (  DimDate[FullDateAlternateKey];  -1 ;  MONTH   )   ) SalesSamePeriodLastYear = CALCULATE  (  [Sales];  SAMEPERIODLASTYEAR  (  DimDate[FullDateAlternateKey]  )   ) MonthOverMonth = DIVIDE  ( (  [Sales] - [SalesLastMonth]  ) ; [SalesLastMonth]  ) SalesSinceEver = CALCULATE  (     [Sales];      DATESBETWEEN  (         DimDate[FullDateAlternateKey];          FIRSTDATE  (   ALL  (  DimDate[FullDateAlternateKey]  )   ) ;          LASTDATE  (  DimDate[FullDateAlternateKey]  )      ) )

137. Calculations Advanced Calculations – Time Intelligence

138. Calculations Advanced Calculations – Time Intelligence with Auto Date/Time A hierarchy is automatically generated for each date field on each table Calculations need to be done with the “in-line” notation SalesAmountYTD = CALCULATE  (      SUM  (  FactInternetSales[SalesAmount]  ) ;      DATESYTD  (  FactInternetSales[OrderDate] .[Date]   ) )

139. Calculations Advanced Calculations – Note on Auto date/time

140. Calculations DAX Variables myFormula = VAR = VariableName1 = <some valid DAX formula> VAR = VariableName2 = <some other valid DAX formula> RETURN <another valid DAX formula that can use VariableName1 and VariableName2 as part of the expression>

141. Calculations DAX Variables VAR myScalarValue = SUM (Sales[Extended Amount]) VAR myTable = FILTER (Customer, Customer[Post Code] = 50210)

142. Calculations DAX Variables (example)

143. Calculations Quick Measures

144. Demonstration Calculations (optional) Disconnected Tables (optional)

145. Power BI Desktop Extending the Data Model

146. Questions?

147. Knowledge Check

148. Lesson 6: Building a Report

149. Objectives After completing this learning, you will be able to: Describe building a report Learn different chart types on Power BI Desktop Learn different interactive features on Power BI Desktop

150. Building a Report Report View The first canvas that is presented to the user Toggle Report View Available fields to explore Available Visualization Types Toggle between Data and Properties View data configuration Filters pane Report related ribbon options Report Page Selection

151. Building a Report Report View

152. Building a Report Modern Ribbon

153. Building a Report Keyboard Shortcuts Click “?” to access keyboard shortcuts

154. Building a Report Visualizations

155. Comparison Composition Relationships Distribution Water Fall 100% Stacked Column Tree Bubble Scatter Plot Stacked Bar Clustered Bar Clustered Column Map Map Stacked Column Table Matrix Line Funnel Line and Stacked Column Area Stacked Area Filled Map Geographic Slicing/Filtering KPI Gauge Status Pie Bubble Trend Multi-row Card Card © 2020 Microsoft. All rights reserved. Building a Report Choosing the Right Charts for the Right Purpose

156. Building a Report Visualizations – Properties * Properties vary, depending on visualization. Enables the X/Y-Axis, control alignment, title and color and scale (Y - linear/log) Enables a reference line for a particular value and with formatting options Granular control on the color of each axis occurrence Display the values associated to a series. Control the unit, color and font Plot area formatting, namely define an image as background Enable the title and format it Enable a background color and define transparency Lock the current aspect Pixel level control of placement and size Enable a border and control its color Filtering settings via text search

157. Building a Report Common visual properties - Numerical fields and aggregations

158. Building a Report Common visual properties - Data Labels

159. Building a Report Common visual properties - Bar chart controls

160. Building a Report Common visual properties - Analytics pane

161. Building a Report Common visual features - Sorting

162. Building a Report Common visual features – Export, Focus mode and more

163. Building a Report Visualizations – Textboxes, Images and Shapes

164. Building a Report Static web URL support for buttons, shapes, and & images

165. Building a Report Wallpapers

166. Building a Report Report Themes

167. Building a Report Customize & Export Current Theme

168. Building a Report Page View

169. Building a Report Page Properties

170. Building a Report Hidden pages

171. Building a Report Report gridlines and snap to grid

172. Demonstration Report Design Basics

173. Building a Report Interactive Features - Cross-Filtering and Cross-Highlight

174. Building a Report Interactive Features - Cross-Filtering and Cross-Highlight

175. Building a Report Interactive Features - Visual Interactions This option enables cross-filter This option enables cross-highlight This option disables filtering

176. Building a Report Interactive Features - Report Filtering

177. Building a Report Interactive Features - Report Filtering

178. Building a Report Interactive Features - Report Filtering

179. Building a Report Report Filtering Pane (cont.)

180. Building a Report Interactive Features - Report Filtering

181. Building a Report Interactive Features - Slicers Hierarchical slicer with various collapse/expand icons

182. Building a Report Interactive Features - Slicers

183. Building a Report Query reduction

184. Building a Report Interactive Features - What-If Parameter

185. Demonstration Visual Interactions, Filters & Slicers

186. Building a Report Visualizations – Table and Matrix

187. Building a Report Visualizations – Table and Matrix (Conditional Formatting)

188. Building a Report Visualizations – Table and Matrix (Conditional Formatting) Conditional formatting can also be applied to a column based on a different field

189. Building a Report Visualizations – Table and Matrix

190. Building a Report Visualizations – Matrix

191. Building a Report Map visuals – Bubble map

192. Building a Report Map visuals – Heat map

193. Building a Report Map visuals – Filled map

194. Building a Report Map visuals - ArcGIS

195. Building a Report Map visuals – ArcGIS

196. Building a Report Map visuals – Shape map (Preview)

197. Building a Report Visualizations – ML Script visuals

198. Building a Report Advanced visualizations – Decomposition Tree Visual

199. Building a Report Advanced visualizations - Key Influencer Visual

200. Building a Report Advanced visualizations - Key Influencer Visual

201. Building a Report Visualizations – Custom Visualizations

202. Demonstration Conditional formatting

203. Building a Report Visualizations – Custom Visualizations Download the visual from store (AppSource) or from file (. pbiviz file extension) OR

204. Building a Report Visualizations – Custom Visualizations (examples) Synoptic Panel by OKViz Waffle Chart Sankey Chart Enlighten Aquarium Word Cloud Stream Graph

205. Building a Report Visualizations – Custom Visualizations - xViz Suite (examples) Multiple Axis Chart Advanced Gauge Chart Variance Chart Horizon Chart Funnel Chart Pyramid Charts

206. Building a Report Visualizations – Custom Visualizations

207. Building a Report Visualizations – Organizational Custom Visuals Power BI admin can deploy specific visuals as part of your organizational repository

208. Building a Report Personalized visualization pane

209. Demonstration Custom Visuals

210. Building a Report Interactive Features - Drill down and up Toggle drill mode Expand All down one level in the hierarchy Drill up Go to the next level in the hierarchy

211. Building a Report Interactive Features - Drill to records

212. Building a Report Interactive Features - Drill through Back button created automatically Drill through option on the visual Adding the drill through fields

213. Building a Report Interactive Features - Drill through Right-click on a data point configured for drill through A context menu appears, letting you drill through to that page. Conditionally set the drill through destination for the button Conditionally format the tooltips for the enabled and disabled button state Individually customize the formatting for the disabled state of the button

214. Building a Report Interactive Features - Drill through (Measures)

215. Building a Report Interactive Features - Drill through (cross-report)

216. Building a Report Interactive Features - Bookmarking

217. Building a Report Interactive Features - Bookmarking

218. Building a Report Interactive Features - Bookmarking

219. Building a Report Interactive Features - Bookmark groups

220. Building a Report Interactive Features - Selection Pane

221. Building a Report Interactive Features – Selection Pane (Control order)

222. Building a Report Interactive Features – Selection Pane (Grouping Visuals)

223. Building a Report Interactive Features – Spotlight

224. Building a Report Interactive Features – Buttons

225. Building a Report Interactive Features – Q&A for Report Creation Support Top/Bottom N selection Recommendations for Improving Results

226. Building a Report Interactive Features – Tooltips Provide additional context when hovering over a series in a visualization They are customizable but only Measures or aggregations can be shown

227. Building a Report Interactive Features – Report Page Tooltips

228. Demonstration Drill through, Bookmarks and Storytelling example Report Page Tooltips

229. Building a Report More reporting features - High Contrast Support

230. Building a Report More reporting features - Conditional formatting for visual titles

231. Building a Report More reporting features - Conditional formatting for other visuals

232. Building a Report More reporting features - Gradient Legend

233. Building a Report More reporting features - Grouping and Binning

234. Building a Report More reporting features - Clustering

235. Building a Report More reporting features - Forecasting

236. Building a Report More reporting features - Automatic Date

237. Building a Report More reporting features - Increase/Decrease Insights waterfall chart, scatter chart, stacked column chart or the ribbon chart machine learning algorithms

238. Building a Report More reporting features - Mobile report layout

239. Building a Report Row-Level-Security (Creation)

240. Building a Report Row-Level-Security (Validation)

241. Building a Report Incremental Refresh – PRO + Premium

242. Building a Report Performance Analyzer

243. Power BI Desktop Exploring and Reporting

244. Questions?

245. Knowledge Check

246. Lesson 7: Sharing

247. Objectives After completing this learning, you will be able to: Learn Power BI template files Learn how to publish data and reports to the cloud and connecting back to the cloud

248. Sharing Personalize Visuals Experience for PBI Reports ( Preview ) Empower your end-users to explore and personalize visuals all within the consumption Consumer capabilities: Change the visualization type Swap out a measure or dimension Add or remove a legend Compare two or measures Change aggregations Capture their changes Share their changes Reset all changes to a report Reset all changes to a visual It can be saved as a bookmark .

249. Sharing Publish to the Cloud

250. Sharing Publish to the Cloud

251. Sharing Connecting back to the Cloud

252. Sharing Export report to PDF

253. Sharing Power BI Template Files Several PBI templates on A ppSource ( for ex Microsoft 365 Usage Analytics )

254. Sharing Export data options

255. Demonstration Using Templates

256. Questions?

257. Knowledge Check

258. Module Summary