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Basic Power BI Manual

The Basic Power BI Manual is a beginner-friendly guide that introduces Microsoft Power BI, covering its components, installation, interface, data connections, transformation, visualization creation, and publishing. It is structured into 10 sections, providing essential information for users to effectively utilize Power BI for data analytics. Best practices and resources for further learning are also included.

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23 views2 pages

Basic Power BI Manual

The Basic Power BI Manual is a beginner-friendly guide that introduces Microsoft Power BI, covering its components, installation, interface, data connections, transformation, visualization creation, and publishing. It is structured into 10 sections, providing essential information for users to effectively utilize Power BI for data analytics. Best practices and resources for further learning are also included.

Uploaded by

Naveen
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Basic Power BI Manual

This manual provides a beginner-friendly guide to understanding and using Microsoft


Power BI. It covers basic concepts, interface navigation, data loading, visualization
creation, and publishing. The content is structured across 10 sections, suitable to form a
10-page document depending on formatting.

1. Introduction to Power BI
Power BI is a business analytics tool by Microsoft that enables users to visualize data,
share insights, and make data-driven decisions. It integrates with various data sources
such as Excel, SQL Server, and cloud services.

2. Power BI Components
- Power BI Desktop: For creating reports and dashboards.
- Power BI Service: Online platform for sharing reports.
- Power BI Mobile: Access reports on smartphones and tablets.
- Power BI Gateway: Connects on-premises data sources to Power BI.

3. Installing Power BI Desktop


Download Power BI Desktop from the Microsoft Store or the Power BI website. Follow
the installation wizard to complete setup.

4. Power BI Interface Overview


The main interface includes:
- Ribbon: Commands and tools.
- Report View: For building visuals.
- Data View: For inspecting and cleaning data.
- Model View: For managing relationships between tables.

5. Connecting to Data Sources


Power BI can connect to Excel, CSV, SQL databases, and cloud sources like Azure.
Use 'Get Data' to select and load your data.

6. Data Transformation using Power Query


With Power Query, you can clean and shape your data:
- Remove unnecessary columns.
- Change data types.
- Filter rows.
- Merge or append tables.

7. Creating Visualizations
Use Power BI Desktop to add charts and visuals such as bar charts, pie charts, tables,
and maps. Drag and drop fields into the visualization pane to create meaningful insights.
8. Adding Filters and Slicers
Filters and slicers help to view data interactively. Add slicers to dashboards to let users
select specific categories or time periods.

9. Publishing to Power BI Service


Sign in with your Microsoft account and publish your report to the Power BI Service. This
allows you to share dashboards with your organization securely.

10. Best Practices and Next Steps


- Keep data models simple and clean.
- Use descriptive names for fields.
- Learn DAX for advanced calculations.
- Explore Power BI community and Microsoft Learn for further learning.

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