Introduction
Power BI desktop is a powerful business intelligence tool that allows you to visualize and analyze data from various sources. One of the key aspects of creating effective power bi reports is data designing, which involves shaping and transforming your data to create meaningful visualization.
Step 1 — Connect to Data Source
- Launch power bi desktop and click on “Get Data” located in the home tab.
- Select your desired data source such as excel, SQL, hadoop and cloud source. In our case, we select a excel data file.
- Once, you click on excel it brings a open dialog box, from there we pull our data and click on “Open” button that is located at the bottom right corner of the dialog box.
- Once, you click on open button, it will popped up another navigator dialog box, from there you can simply select your sheet and click on “Load” button that is located at the bottom right corner of dialog box, once you are done with that, it will load your data and show in datapane.
Step 2 — Shape And Transform Data
- After connecting to the data source, the power query editor window will open.
- Here, you can perform various data shaping and transformation operations.
- Use the available options, like filtering, sorting, removing columns or adding calculated columns to shape your data as required.
- Once, you are transform your data and turn up into structured format, than simply click on “Close And Apply” button to save all the changes that you previously made.
Step 3 — Create Relationships
- If you have multiple data tables that are related, you need to establish a relationships between them.
- Goto the “Modeling Tab” and click on “Manage Relationship” option.
- In the manage relationship window, click on “New” button to create a new relationship.
- Choose the primary and foreign tables and select the related columns.
- Define the cardinality and cross-filtering direction for the relationships.
Step 4 — Design Visualization
- Once, you have shaped and transform your data, its time to create visualizations.
- Navigate to the “Report View” and choose visualization type from the visualization’s pane on the right hand side.
- Drag and drop the fields from your data table onto the visualization canvas to populate it.
- Customize the visualizations by adjusting properties like colors, labels and formatting options.
Step 5 — Apply Filters And Slicers
- To enhance interactivity, you can apply filters and slicers to your visualization.
- Select a visual and by clicking on visualization pane located at right hand side of canvas.
- Drag and drop fields onto the “Filters or Slicers” section to filter the data.
- Use the “Visualizations” pane to customize the appearance and behavior of the filters and slicers.
Step 6 — Create Calculated Measures
- If you need to perform calculations on your data, you can create calculated measures.
- Goto the “Modeling” tab and click on “New Measure”.
- Write the DAX (Data Analysis Expression) formula to define the calculation.
- Use functions like SUM, AVERAGE or COUNT to aggregate data based on your requirements.
Step 7 — Drill-through And Hierarchies
- Power bi allows you to create drill-through actions to provide additional details on specific data points.
- Right click on visual and select “Drill-through” to configure drill-through options.
- You can also create hierarchies to enable users to navigate data at different levels of granularity.
- Select fields from your data table and create hierarchy by right clicking and choosing “Create Hierarchy”
Step 8 — Publish Your Report
- Once you have designed your report, its time to share it with others.
- Goto the “Home” tab and click on “Publish” button to publishing your report.
- Once, you click on that now you need to select your destination for publishing like power bi service or SharePoint, go according to your preference.
- Follow the publishing instruction and you are all set.
Conclusion
In this step by step guide, we will drive you to the process of data designing with power bi. In this article we will discussing the core concepts of data cleaning, transforming and also how to traverse into meaning report.
