Analyzing data with Power BI

 Analyzing data with Power BI

There is an easy way of analyzing the existing data. For database professionals, the best source of data is always from a database. However, in real-world there are many data sources just sitting on an Excel file or series of CSV or text files in a shared folder. Data Analysts should be able to do a quick data analysis with this data. Power BI made things simple and easy.

What is Data Analysis?

Data analysis is a process of inspecting, transforming, and monitoring to turn raw data into valuable insights. Data Insights helps in making the required decisions for the growth of business and company. To lead a data-driven approach for a business, it is important to analyze the data in deep. Various techniques for Data Analysis in Power BI will be interesting and beneficial for you to learn.

Explore Statistics

1. Visit the ‘Reports‘ tab to start creating visuals and charts.

2. Select or drag any visualization and paste it on the screen. We used a stacked column chart on the left and an Area chart on the right, as shown in the above image.

3. Visit this ‘Fields‘ section to manage your charts or visualization.

4. These are all the properties of a chart, and these properties change depending on the chart you select. You can play with all these properties to learn them better. Let’s discuss some most used ‘Fields’ in a chart.

• Axis – It is the X-Axis of the area chart. The fields section is currently assigned with Country Codes in the above image, and the same is reflected in the chart on the X-Axis.
• Legend – This field is used to compare data present in a single field. When some field like Country is assigned in Legend, the chart will show the country various colors to compare them easily.
• Values – This the Y-Axis of the area chart.

5. Click on the drop-down button present at the end of the values field. Here you can apply some operators on the values field.

6. Power BI will reflect all the changes you made in the fields section on the chart. Here, our graph will change the shape depending on the operator and the resultant values on the Y-Axis.

Introduction to Microsoft Dynamics 365

 Introduction:

     Microsoft business applications are intelligent solutions that supply a comprehensive view of an organization’s business. These solutions include the Microsoft Dynamics 365 products that are connected by data and intelligence and are supported by Microsoft Power Platform.

Microsoft business applications turn single interactions into ongoing engagements that are driven and informed by intelligent services. With 360-degree views of customers and operations, businesses can provide the highly tailored, modern experiences that people expect.

Microsoft business applications

• Omnichannel applications, turning single interactions into recurring engagements.
• Intelligent services, providing prescriptive guidance to help drive better business outcomes.
• Integrated cloud platform, unifying people, processes, and data for a 360-degree view of customers and operations.
• Flexible solutions, enabling businesses to scale and thrive under change.

By taking advantage of Dynamics 365 business applications, organizations can:

• Engage customers and build relationships - Reimagine how to engage with customers by creating personalized marketing, sales, and service experiences by using data and intelligence to improve every interaction.
• Optimize operations - Improve service, drive efficiency, and reduce costs with intelligence and prescriptive guidance that are infused throughout your business processes.
• Empower employees - Hire, engage, and unleash the best talent to do their best work with data and insights that are available in the workplace.
• Transform products and services - Use data as a strategic asset to identify new market opportunities, produce innovative products, and create exceptional customer experiences with a comprehensive view of your customers and operations.

Microsoft business applications

Model-driven apps

• Dynamics 365 Sales - Enables you to build strong relationships with your customers, take actions based on insights, and close sales faster. Use Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, and create marketing lists and campaigns. You can even follow service cases that are associated with specific accounts or opportunities.
• Dynamics 365 Customer Service - Allows you to earn customers for life. Build great customer relationships by focusing on excellent customer satisfaction with the Customer Service app. Customer Service provides many features and tools that help you manage the services that you provide to customers.
• Dynamics 365 Field Service - Helps you deliver on-site service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to help you set up mobile workers for success when they're on site with customers fixing issues.
• Dynamics 365 Marketing - A marketing-automation application that helps turn prospects into business relationships. The app is user-friendly, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Use Marketing to create graphical email messages, share information across sales and marketing teams, and more.

Finance and Operations apps

• Dynamics 365 Commerce - Delivers a comprehensive, omnichannel solution that unifies back-office, in-store, call center, and digital experiences. Commerce enables you to build brand loyalty through personalized customer engagements, increase revenue with improved employee productivity, optimize operations to reduce costs, and drive supply chain efficiencies.
• Dynamics 365 Finance - Helps you automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Use Finance to drive strategic financial decisions with AI, unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.
• Dynamics 365 Human Resources - Streamlines many recordkeeping tasks and automates several staffing processes. These processes include employee retention, benefits administration, training, performance reviews, and change management. Human Resources also provides a framework for human resources staff to manage areas of oversight.
• Dynamics 365 Supply Chain Management - Helps you transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Supply Chain Management can maximize operational efficiency, product quality, and profitability. Use Supply Chain Management to innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.

AI in Dynamics 365

By using AI in Dynamics 365, businesses get in-depth insights and can make each touchpoint more relevant and responsive with data-driven insights into customer needs and behaviors.

In Dynamics 365 Commerce, Dynamics 365 Fraud Protection uses AI to protect your e-commerce business, and your customers, against fraud. This protection helps decrease costs, achieve higher revenue, and improve your customers’ shopping experience.

Understand the importance of building an AI-ready culture

Understand the importance of building an AI-ready culture

Introduction-

Artificial Intelligence helps organizations transform digitally by creating new experiences infused with capabilities to make them smart, fast and helpful. To harness this potential, organizations must be ready to create, own and operate AI-based systems. A successful AI strategy must consider cultural issues as well as business ones. Becoming an AI-ready organization requires a fundamental transformation in how you do things, how employees relate to each other, what skills they have, and what processes and principles guide your behaviors.A successful AI strategy must consider cultural issues as well as business issues. Becoming an AI-ready organization requires a fundamental transformation in how you do things, how employees relate to each other, what skills they have, and what processes and principles guide your behaviors. This transformation goes to the core of an organization's culture, and it's vital for organizations to tackle such transformation with a holistic approach.

Fostering an AI-ready culture requires:

• Being a data-driven organization
• Empowering people to participate in the AI transformation, and creating an inclusive environment that allows cross-functional, multidisciplinary collaboration
• Creating a responsible approach to AI that addresses the challenging questions AI presents

Data-driven

The first step is to ensure that you have the best and most complete data, and that you can reason over your entire data estate. This is the foundation of any good AI system.Due to data ownership or storage issues, most organizations generate, organize, and use data in a siloed manner. While each department may have a good view of the data coming from their own processes, they may lack other information that could be relevant to their operations

Empowering and inclusive

Fostering an AI-ready culture means empowering people to be part of the AI transformation. Fundamental to empowerment is enablement: giving people the space, resources, security, and support to improve what they do with AI. Empowerment also requires allowing room for errors, encouraging experimentation and continuous improvement, helping people get the knowledge and the skills they need, and of course celebrating and acknowledging success.It also means creating an inclusive environment, one that is predicated on the willingness and ability of employees to work in cross-functional teams that cut across organizational boundaries.

Responsible

From our perspective, the third key element of an AI-ready culture is fostering a responsible approach to AI. 

Introduction to AI Technology

 Introduction:-

Introduction to AI Technology is a starting point for business decision-makers who would like to get a high-level overview of AI. This module will discuss how AI technologies are transforming organizations by giving them a competitive advantage; improving customer experiences; and enhancing efficiencies in their internal processes.

What is AI?

The term AI tends to be thrown around a lot. Artificial Intelligence (AI), machine learning or deep learning are common terms that confuse many people. So, what are they anyway? In this unit, we will clarify these methods so you can understand how it applies to your business problem.

Artificial Intelligence (AI)-Artificial Intelligence (AI) is the ability of a computer program or machine to exhibit or mimic human-like behavior (for example, visual senses, speech recognition, decision-making, natural language understanding, and so on). Machine learning is a subset of AI.

Machine learning-Machine learning is a technique where a machine sifts through numerous of data to find patterns over time. Machine learning uses algorithms that train a machine how to learn patterns based on differentiating features about the data. The more the training data, the more accurate the predictions. 

Deep learning -Deep learning is a subset of machine learning. Deep learning is imitating how a human brain processes information, as a connected artificial neural network. Unlike machine learning, deep learning can discover complex patterns and differentiating features about the data on its own. It normally works with unstructured data like images, text, and audio. 

Introduction to the Microsoft AI approach:-

When thinking of adopting AI into your business, you should consider prebuilt AI services first. Azure Cognitive Services is Microsoft prebuilt AI product. These are pre-trained models that have been developed by Microsoft global researchers and data scientists to solve common problems. To avoid reinventing the wheel, businesses can leverage prebuilt services to achieve quality and accelerate the delivery of technology solutions. It's better to use the Azure Cognitive Services that offer prebuilt AI services in vision, speech, language, search, or decision-making to solve common problems. This brings AI within reach of every developer and organization without requiring machine learning expertise. As a result, it enables developers of all skill levels to easily add intelligence to new or existing business applications.

Identify guiding principles for responsible AI

 Introduction:-

The societal implications of AI and the responsibility of organizations to anticipate and mitigate unintended consequences of AI technology are significant. Considering this responsibility, organizations are finding the need to create internal policies and practices to guide their AI efforts, whether they are deploying third-party AI solutions or developing their own. We'll hear from a few executives on how they have formed responsible AI principles in their organizations.

Implications of responsible AI :-

AI is the defining technology of our time. It is already enabling faster and more profound progress in nearly every field of human endeavor and helping to address some of society’s most daunting challenges—like providing remote students with access to education and helping farmers produce enough food for our growing global population.

At Microsoft, we believe that the computational intelligence of AI should be used to amplify the innate creativity and ingenuity of humans. Our vision for AI is to empower every developer to innovate, empower organizations to transform industries and empower people to transform society.

Societal implications of AI:-

As with all great technological innovations in the past, the use of AI technology will have broad impacts on society, raising complex and challenging questions about the future we want to see. AI will have implications on decision-making across industries, data security and privacy, and the skills people need to succeed in the workplace. As we look to this future, we must ask ourselves: How do we design, build, and use AI systems that create a positive impact on individuals and society? How can we best prepare workers for the impact of AI? How can we attain the benefits of AI while respecting privacy?

The importance of a responsible approach to AI:-

It’s important to recognize that as new intelligent technology emerges and proliferates throughout society, with its benefits will come unintended and unforeseen consequences, some with significant ethical ramifications and the potential to cause serious harm. While organizations can’t predict the future just yet, it’s our responsibility to make a concerted effort to anticipate and mitigate the unintended consequences of the technology we release into the world through deliberate planning and continual oversight.

Microsoft's six guiding principles:-

Fairness- AI systems should treat everyone fairly and avoid affecting similarly situated groups of people in different ways. For example, when AI systems provide guidance on medical treatment, loan applications, or employment, they should make the same recommendations to everyone with similar symptoms, financial circumstances, or professional qualifications.

Reliability and safety-To build trust, it's critical that AI systems operate reliably, safely, and consistently under normal circumstances and in unexpected conditions. These systems should be able to operate as they were originally designed, respond safely to unanticipated conditions, and resist harmful manipulation. It's also important to be able to verify that these systems are behaving as intended under actual operating conditions. How they behave and the variety of conditions they can handle reliably and safely largely reflects the range of situations and circumstances that developers anticipate during design and testing.

Privacy and security-At Microsoft, we are continuing to research privacy and security breakthroughs and invest in robust compliance processes to ensure that data collected and used by our AI systems is handled responsibly.

Inclusiveness-At Microsoft, we firmly believe everyone should benefit from intelligent technology, meaning it must incorporate and address a broad range of human needs and experiences. For the 1 billion people with disabilities around the world, AI technologies can be a game-changer. AI can improve access to education, government services, employment, information, and a wide range of other opportunities. 

Transparency-Underlying the preceding values are two foundational principles that are essential for ensuring the effectiveness of the rest: transparency and accountability. When AI systems are used to help inform decisions that have tremendous impacts on people's lives, it is critical that people understand how those decisions were made. 

Accountability-The people who design and deploy AI systems must be accountable for how their systems operate. Organizations should draw upon industry standards to develop accountability norms. These norms can ensure that AI systems are not the final authority on any decision that impacts people's lives and that humans maintain meaningful control over otherwise highly autonomous AI systems.

Get started with configuration in Dynamics 365

Introduction

Microsoft Business Applications are a set of intelligent solutions that provide a comprehensive view of an organization’s business. These solutions include Dynamics 365 products that are connected by data and intelligence and supported by a Power Platform.

One feature that makes the Dynamics 365 model-driven apps so valuable is their ability to be extended without code. The Power Platform offers user-friendly configuration features so that the model-driven apps can fit the unique business requirements of any organization.

Work with tenants, environments, and databases

When you start making changes to the Power Platform and Dynamics 365 model-driven apps, you’ll work within an environment. To access the Power Platform Admin center, you will log in via your tenant credentials. For model-driven apps in Dynamics 365, a tenant is an account you create in the Microsoft Online Services environment when you sign up for a subscription. 

There are a few different types of environments. Depending on your business requirements, you might need multiple types for different users and tasks.

Production-This is intended to be used for permanent work in an organization. It can be created and owned by an administrator or anyone with a Power Apps license, provided there is 1GB available database capacity. These environments are also created for each existing Dataverse database when it is upgraded to version 9.0 or later. Production environments are what you should use for any environments on which you depend.

Default-These are a special type of production environment. Each tenant will have a default environment created automatically.

Sandbox-These are non-production environments and when associated with a Dataverse database environment offer features like a reset.

Trial-Trial environments are intended to support short-term testing needs and are automatically cleaned up after a short period of time.

Developer-Developer environments are created by users with the Community Plan license. They are special environments intended only for use by the owner. Sharing with other users is not possible in these environments.

Configure a Dynamics 365 model-driven app

From the Power Platform Admin center, you can configure the Dynamics 365 model-driven apps on top of your current environment. By adding a model-driven app, you will be adding a Dynamics 365 instance. You can add Production and non-Production (Sandbox) instances to a subscription. Each new instance creates a separate organization that can be used by different departments, locations, or for non-production purposes such as development. For demonstration purposes, a Sandbox environment will usually be the best fit.

When adding a model-driven app, your first choice is to select the scenario that fits you best. The apps you can choose depend on the licenses you've purchased. Select the model-driven app that meets your business requirements.

From there, you’ll need to fill in the formation to configure your model-driven application.Once your Dynamics 365 model-driven app is configured, you can navigate through the application. This is where you will see your configuration changes after you publish them via the admin center

Use visuals in Power BI

 Use visuals in Power BI

Visuals allow you to present data in a compelling and insightful way, and help you show the important components of it. Power BI has many compelling visuals and many more that are released frequently. Power BI is one of the leading data visualization tools on the market. This current article is part of the Power BI like a Pro series written by TrueCue’s most experienced Power BI developers. 

Create and customize simple visualizations Two ways to create a new visualization in Power BI Desktop are: Drag field names from the Fields pane and then drop them on the report canvas. By default, your visualization appears as a table of data. In the Visualizations pane, select the type of visualization that you want to create. With this method, the default visual is a blank placeholder that resembles the type of visual that you selected. 

After you have created your graph, map, or chart, you can begin dragging data fields onto the bottom portion of the Visualization pane to build and organize your visual. The available fields will change based on the type of visualization that you selected. As you drag and drop data fields, your visualization will automatically update to reflect changes.

You can resize your visual by selecting it and then dragging the handles in or out. You can also move your visualization anywhere on the canvas by selecting and then dragging it to where you want it. If you want to convert between different types of visuals, select the visual that you want to change and select a different visual from the Visualization pane. 

Power BI attempts to convert your selected fields to the new visual type as closely as possible. As you hover over parts of your visuals, you'll receive a tooltip that contains details about that segment, such as labels and total value. Select the paintbrush icon on the Visualizations pane to make cosmetic changes to your vision. Examples of cosmetic changes include background, alignment, title text, and data colors. We can create slicers, maps, tables, charts, matrices, etc.

How to build a basic chatbot

 How to build a basic chatbot

Power Virtual Agents empowers teams to quickly and easily create powerful bots using a guided, no-code graphical experience—all without the need for data scientists or developers.

Create a chatbot

• sign-in with your work email address.
• Next, you’ll choose a name for your chatbot. This can be something generic to your company or specific to the scenario you are tailoring your chatbot to.

• Once you select Create, the process of creating the first chatbot within a new environment can take up to 15 minutes. Subsequent bots will be created much faster.
• After a few minutes, you’ll land on the home page and have an opportunity to play around with the chatbot in read-only mode. You can't save any edits during this time, but you can explore the overall user interface, look at the topics, experiment with the preloaded User Topics and System Topics, and interact with your chatbot using the Test Canvas.
• When the chatbot creation process completes, the banner changes. You now have full functionality in the chatbot and can modify any User or System topic, test out your content changes, or deploy your bot.
• If you have already created a chatbot, you can create a new chatbot by selecting the icon on the title bar to open the Bots pane and then selecting New bot.

Create a topic

• Go to the Topics tab on the side navigation pane to open the Topics page.
• On the topics page, select New topic.
• Specify a name, description, and one or more trigger phrases for the topic.
• Select Save topic to add the topic to the topics list.

Design the topic's conversation path

• In the topic details for the topic, you want to edit, select Go to authoring canvas.

• Power Virtual Agents opens the topic in the authoring canvas and displays the topic's trigger phrases. The authoring canvas is where you define the conversation path between a customer and the bot.
• For existing or system topics, a number of nodes will automatically be created. You can edit these nodes just as you can for other nodes.
• When you create a new topic, the Trigger phrases node and a blank Message node are inserted for you.
• You can add additional nodes by selecting the Plus (+) icon on the line or branch between or after a node.

Insert nodes

When adding a node, you can choose from five options. Each option has a specific node that will be inserted into the conversation path.

You can:

• Ask a question
• Call an action
• Show a message
• Go to another topic
• End the conversation

Publish a chatbot

With Power Virtual Agents, you can publish chatbots to engage with your customers on multiple platforms or channels. You need to publish the chatbot at least once before your customers can interact with it or you can share it with your teammates.

• Go to the Publish tab on the side navigation pane.
• Select Publish to make the latest chatbot content available to your customers. The publishing process will check for errors in the latest chatbot content.

Dashboard

 Build a dashboard

If you clicked on the link from publishing your report, your report should now be open in your browser. Let's use this report to create a dashboard.

1.Visit Page 2 of your report. Hover over the clustered column chart and a small push pin will appear in the upper right corner of your visual.

2.Press the pin.

3.In the dialogue box, make sure New Dashboard is selected. For the dashboard name, type "Contoso Manufacturing Sales". Select PIN.

4.Go to the first page of your report.

5.You may notice that Key Influencers does not have the option to pin the visual when you hover over it. Instead, press the Pin to a dashboard button at the top of your report.

6.In the dialogue box, make sure Existing Dashboard is selected. Ensure the dropdown shows "Contoso Manufacturing Sales". Select Pin Live.

7.A message will pop up with the option to Go to Dashboard. Click it.

8.You should now see the tile and live page you pinned. You can think of a dashboard like a cork board. All of your pinned visuals exist in a one-page scrollable platform from which you can collaborate. Hover over the column chart tile and select the ellipses in the upper right corner.

9.Select Add a Comment. From here you can type specific comments and even call out individuals in your company by using the @ symbol.

10.Type a comment and then close the comments pane. You will notice that a small text bubble symbol has appeared by the title of the visual. Press it to see your comment appear.

11.Close the comment pane again. Select Edit, then select Add Tile.

12.Select Text Box.

13.Select Next.

14.Scroll down and add text. You can increase the font size or format the style. Select Apply.

15.The tile you just added is at the bottom of the report. Click and drag it to the top beside the column chart.

16.Hover over the visual and you will see two small lines at the bottom right corner. Click and drag them to resize the tile to be smaller (About a quarter the size of the column chart tile).

17.Click on the section Ask a question about your data.

18.A new pane will open over your dashboard where you can ask questions in real language of your data. Type "What is the largest gross sale". The resulting visual is known as a data card.

19.Select Pin Visual, and click Pin.

20.Exit Q&A.

21.The visual you created from the Q&A is at the bottom of your dashboard. Drag it up and resize it as you did with the text tile.

22.Select Web View in the top right and switch to Phone View.

23.Here you can change the size and order of tiles to view them better on mobile. Pin the text tile and data card tile to the mobile view and drag them to the top.

24.Unpin the live page tile and drag the column chart tile to be longer.

Introduction to Power Virtual Agents

 Introduction to Power Virtual Agents 

What is Power Virtual Agents

Over the past few years, it has become increasingly easier to create powerful chatbots with little to no code. Now almost anyone can quickly create a deploy a chatbot with ease. Power Virtual Agents is a premium add-on to the Power Platform that allows you to create and deploy such bots.

What you can do with a virtual agent

• Empower your teams by allowing them to easily build chatbots themselves without needing intermediaries, coding, or AI expertise.
• Reduce costs by easily automating common inquiries and freeing human agents time to deal with more complex issues.
• Improve customer satisfaction by allowing customers to self-help and resolve issues quickly, 24/7 using rich personalized bot conversations.

Components of Power Virtual Agents

Topics-In Power Virtual Agents, a topic that defines how a chatbot conversation plays out. You can author topics by customizing provided templates, create new topics from scratch, or get suggestions from existing help sites. 
A topic has trigger phrases—these are phrases, keywords, or questions that a user is likely to type that is related to a specific issue—and conversation nodes—these are what you use to define how a chatbot should respond and what it should do.

Entities-A big part of chatbot conversations in Power Virtual Agents is natural language understanding, which is the ability for the AI to understand a user's intent. 

Prebuilt entities-Out of the box, Power Virtual Agents comes with a set of prebuilt entities, which represent the most commonly used information in real-world dialogs, such as age, colors, numbers, and names.

Custom entities-The prebuilt entities cover commonly used information types, but on some occasions, such as when building a chatbot that serves a specific purpose, you will need to teach the chatbot's language understanding model some domain-specific knowledge.

Actions-You can enable your chatbot to perform an action by calling a Microsoft Power Automate flow. Flows can help you automate activities or call backend systems.

Publishing-With Power Virtual Agents, you can publish chatbots to engage with your customers on multiple platforms or channels. These include live websites, mobile apps, and messaging platforms like Microsoft Teams and Facebook.
After you have published at least once, you can connect your chatbot to additional channels.
Each time you want to update your chatbot, you publish it again from within the Power Virtual Agents app itself. This will update the chatbot across all the channels where you've inserted or connected your chatbot.

Get started with AI Builder

 Get started with AI Builder

AI Builder:-

AI Builder is a Microsoft Power Platform capability that helps you improve your business performance by automating processes and predicting outcomes. . By using AI Builder, you can quickly bring AI to your apps and flows that connect to your business data that is stored in the underlying data platform or in various cloud data sources, such as SharePoint, OneDrive, or Azure.

What you can do with AI Builder

• Analyze text for classification, key phrases, language, and sentiment.
• Predict whether something will happen.
• Process business card information.
• Process text from images.
• Read and save information from standard documents.
• Recognize and count items in images.

Where you can use AI Builder

You can access AI Builder within Power Apps and Power Automate.

Two available areas under AI Builder

Build - Where you create and get started by using AI models.

Models - Where your created and shared models reside.

Choose an AI capability

AI capabilities are brought to your apps and flows by models. A model can be built and customized by you, or it can be a prebuilt model that is ready to be used right away. 

Create your  model

Select a model type

Sign in to Power Apps or Power Automate and select AI Builder > Build on the left menu.

The two classes of the model are:

• Models that require customization before they can be used
• Models that are prebuilt and can be used right away

The following sections explore what you can do with the models that you customize.

Select the tile for one of the following model types:

• Form processing
• Object detection
• Prediction
• Text classification

Make sure that you have everything you need to create your model, as listed on the Get started tab. You can also use sample data to create any of these models.

Enter a name for your model in the Name this AI model field.

Select Create.

Ways to use your models

After your model has completed training, you can view important details about your newly trained model on a details page for that model. The information might vary depending on the model type.

Publish your model

Your model can't be used until it is published. If you are satisfied with your model, select Publish to make it available.

Three main ways that you can use your model are:

As a component in an app

As an action in a flow

As new data in your database

When your model is published, select Use model to see a list of the available actions that you can take to use your model.

Publish & Share in Power BI

 Publish & Share in Power BI

If you want to share your report and dashboards with your coworkers at some points. Then you need to publish and share that report, dashboard.

Share and collaborate with colleagues in Power BI:-

• Publish your reports from Power BI Desktop to the Power BI service.
• Create Apps that package a dashboard, report, and dataset to send to your colleagues, who can use the content pack as a starting point and further enhance it.
• Create Groups, which you can use as a security model to identify a subset of users who have access to dashboards, reports, and datasets that you create.
• Publish to the web so that live reports can be embedded in a webpage.

Publish Power BI Desktop reports:-

1. After you've completed writing your report, select the Publish button on the Home tab.
2. Power BI packages your report and data, including visualizations, queries, and custom measures, and uploads them to the Power BI service.
3. When the upload is complete, a dialog box appears, informing you that the publishing process succeeded, and provides a link to your report in the Power BI service.

Print and export dashboards and reports:-

In the Power BI service, select File in the top-left side of the service and then select Print this page to open a print dialog box.

Export data from a visual:-You can also export the data from any visual in the Power BI service. Select the ellipsis on any visual and then select Export to .csv.

You can also print or export directly from a report. When you are viewing a report in the Power BI service, select File > Print to open the print dialog box.

Publish to web

When you select Create embed code, Power BI presents another dialog box stating that you're about to share your data with everyone on the Internet. Verify that sharing publicly is acceptable before moving ahead.

Power BI presents a dialog box with two links:

1. A link that you can share in an email, which shows the report as a webpage
2. HTML code (a link plus within an iframe) so that you can embed the report directly into a webpage

Model Data In Power BI

 Modeling Data In Power BI:-

Modeling data is nothing but connected data within each other so after that, we can use that data for our needs.

How to manage your data relationships:-

Relationship means we can connect one or more tables together because they had related data in respected tables. So we can able to perform queries on the linked table according to our needs. The Model view in Power BI Desktop allows you to visually set the relationship between tables or elements. In the Model view, we can see that table with the respected relationships. Adding and removing relationships is straightforward. To remove a relationship, right-click the relationship and select Delete. To create a relationship, drag and drop the fields that you want to link between tables.

A data relationship’s cardinality describes the l relationship between rows of one table and the rows of the other. 

one-to-one: one-to-one cardinality indicates that each row of a table maps to a single row of another table

one-to-many or many-to-one: one-to-many relationships are very frequent in traditional star-schemas. One-to-many relationships occur when a single row of a table maps to more than one row in another table. This is the case of the example relationship studied above

many-to-many: many-to-many relationships are very tricky to deal with. They occur when multiple rows in one table link to multiple rows in another.

Create calculated columns:-

data that you're analyzing doesn't contain a field that you need. so we need an answer for that is the calculated column. So for the created a calculated column, we can transfer two or more elements of existing data in a new column. The main reason for created a calculated column is that when tables don't have unique fields between them so creating a relationship we need unique fields in tables. for creating a calculated column we need to go Table Tool in Power BI Desktop, select a new column that we open a formula bar so in the formula bar you will be able to write an expression. once you enter a formula by giving the column name Power BI Desktop creates a new column in a particular table.

Optimize data models:-

Imported data often contains fields that you don't need for your reporting and visualization tasks. Data might contain unnecessary information or it might be available in another column. Power BI Desktop has tools to optimize your data and make it more usable for building reports and visuals.

Hide table-

For the hiding field in the Fields pane of Power BI Desktop, right-click the column & select hide. Your hidden fields are not deleted it is just not able to see on Fields Pane.

Sort visualization data by another field-The Sort by Column tool, available on the Table tools tab, is useful to help ensure that your data is displayed in the order that you intended.

Create measures:-

In Power BI, measures are defined calculations on your data that are performed at the time of your query. Measures are calculated as you interact with your reports and aren't stored in your database.

To create a measure, in Report view, select New Measure from the Modeling tab. From the Formula bar, you can enter the DAX expression that defines your measure. As you enter your calculation, Power BI suggests relevant DAX functions and data fields. You'll also receive a tooltip that explains some of the syntax and function parameters.

Explore time-based data:-

Analyzing time-based data with Power BI is a simple process. The modeling tools in Power BI Desktop automatically generate fields that let you drill down through time periods. When you create a table visualization in your report by using a date field, Power BI Desktop automatically includes breakdowns by time period. For example, the single date field in the Date table was automatically separated into Year, Quarter, Month, and Day by Power BI.

Get data with Power BI Desktop

  Get data with Power BI Desktop

What is Power BI Desktop:-

Power BI Desktop is a free application for PCs that lets you gather, transform, and visualize your data. we can create a report and dashboard on Power Bi Dekstop and we can publish them using Power BI Services so our other team members can access that report and dashboard.

Explore a Power BI Desktop:-

1. Ribbon - Displays common tasks that are associated with reports and visualizations.
2. Report view, or canvas - Where visualizations are created and arranged. You can switch between Report, Data, and Model views by selecting the icons in the left column.
3. Pages tab - Located along the bottom of the page, this area is where you would select or add a report page.
4. Visualizations pane - Where you can change visualizations, customize colors or axes, apply filters, drag fields, and more.
5. Fields pane - Where query elements and filters can be dragged onto the Report view or dragged to the Filters area of the Visualizations pane.

Connect To Data Sources Power BI

You can connect different types of data sources in Power Bi just like on-premises databases, Excel Workbook & data from cloud services. There is almost 60 Power-Bi specific connector to cloud services such as Marketo, GitHub and many more. You can also connect data using XML, CSV, Text & Open Database Connectivity (ODBC). We can also extract tabular data directly from the website URL.

 when you want to connect to data in Power Bi Dekstop you can easily add from the option  GET DATA. this option is easily available on ribbon on the Home tab of Power BI Desktop. In the following image, you can easily see how the GET DATA option.

Combine data from multiple sources:-

With Power BI Desktop, you can use the Power Query Editor tool to combine data from multiple sources into a single report.

To add more sources to an existing report, from the Home ribbon, select Transform data and then select New Source. You can use many potential data sources in Power BI Desktop, including folders. By connecting to a folder, you can import data from multiple Excel or CSV files at once.

Explore what Power BI can do for you

 Explore what Power BI can do for

Power BI users role:-

There are basically two types of user who works  or uses Power BI 

1)Power Bi Consumer- The way you interact with Power BI depends on your job role. As a user or consumer, you're the person who receives dashboards, reports, and apps from designers who create them. 

2)Power Bi Designer- If you are a designer for Power BI you can access or work on tools of power desktop services as well you can create a report, also you can generate a report on Power Bi services.

Explore what we can be done in power apps:-

Dashboards-

A Power BI dashboard is made up of tiles that, together, tell a story. Because it's limited to one page, a well-designed dashboard contains only the most important elements of that story. You can't edit the dashboard, but there are several ways to use the data to monitor your business and make data-backed decisions.

Reports-

When you receive a new report, you'll want to familiarize yourself with the data and insights it contains. A good way to start is by visiting each of the report pages. Report page names are now in a list in a vertical-pane. Select a name to display that page

Enlarge a dashboard tile or report visual:-

You can use Focus mode to zoom in on one visual. Hover over the visual to reveal the action menu and then select Open in focus mode or the focus icon.

This mode is often used for presentations because you can even display entire dashboards and entire report pages in full-screen mode.

Collaborate and share in Power BI:-

The pains of version control are common. For example, working on a project with coworkers and ending up with 10 versions of the same report. Frequently, in these situations, as you and your colleagues edit and update a report, you lose track of which, if any, is the most updated version. 

Power BI simplifies collaboration and improves the outcome by allowing you and your colleagues to work simultaneously on the same dashboards and reports. And, while you and your colleagues explore the data and make changes to the reports and dashboards, the underlying is not affected.

In Power BI, you can collaborate with your colleagues in many ways. This unit focuses on three of these ways: sharing, commenting, and printing.

Sharing-

You and your colleagues will work in Power BI from start to finish to collect, organize, analyze, and present your data-driven findings. Your team will all use the same shared content and communicate with each other within the Power BI framework.

Commenting-

When a dashboard is shared, everyone with access to that dashboard can send messages to each other, right there on the dashboard, by using comments.

Printing-

A third way to collaborate and share is by printing. Occasionally, you might need to hand out printed copies of your Power BI dashboards and reports, such as when you’re giving a talk at a conference, submitting regulatory documentation, or presenting somewhere without a network connection.

Get started building with Power BI

  Get started building with Power BI

Introduction

Microsoft Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Whether your data is a simple Microsoft Excel workbook or a collection of cloud-based and on-premises hybrid data warehouses, Power BI lets you easily connect to your data sources, visualize

Power BI can be simple and fast, capable of creating quick insights from an Excel workbook or a local database.

The parts of Power BI

Power BI Desktop-Power BI consists of a Microsoft Windows desktop application called Power BI Desktop,

Power BI service-an an online Software as a service called the Power BI service.

Power BI Mobile- mobile Power BI apps that are available on any device, with native mobile BI apps for Windows, iOS, and Android.

Use Power BI

Bring data into Power BI Desktop, and create a report.

Publish to the Power BI service, where you can create new visualizations or build dashboards.

Share dashboards with others, especially people who are on the go.

View and interact with shared dashboards and reports in Power BI Mobile apps.

Basic building blocks in Power BI:

1. Visualizations
2. Datasets
3. Reports
4. Dashboards
5. Tiles

Visualizations:-

Visualization is a visual representation of data, like a chart, a color-coded map, or other interesting things you can create to represent your data visually. Power BI has all sorts of visualization types, and more are coming all the time.

Datasets:-

A dataset is a collection of data that Power BI uses to create its visualizations.

Reports:-

In Power BI, a report is a collection of visualizations that appear together on one or more pages. Just like any other report you might create for a sales presentation or write for a school assignment, a report in Power BI is a collection of items that are related to each other. 

Dashboards:-

When you're ready to share a report, or a collection of visualizations, you create a dashboard. Much like the dashboard in a car, a Power BI dashboard is a collection of visuals from a single page that you can share with others

Tiles:-

In Power BI, a tile is a single visualization on a dashboard. It's the rectangular box that holds an individual visual. 

Introduction to Power BI

 Introduction to Power BI

What is BI?

Business intelligence is a technology-driven method that helps you to analyze data and to provide actionable information which helps corporate executives, business managers, and other users to make informed business decisions.

History of Power BI:-

Power BI was conceptualized by Ruler and Dhers Netz of the SQL server coverage services team at Microsoft.

It was designed by West Chadic George in the year 2010 and named a Project Crescent.

In 2011, It was bundled with SQL Server Codenamed Mount McKinley.

Microsoft unveiled the first preview to Power BI in September 2014.

The first version of Power BI was released on 24 July 2015. 

Power BI -

Power BI is a Business Intelligence and Data Visualization tool for converting data from various data sources into interactive dashboards and analysis reports. Power BI offers cloud-based services for interactive visualizations with a simple interface for end-users to create their own reports and dashboards.

Why power Bi

• Pre-built dashboards and reports for SaaS Solutions
• Power BI allows real-time dashboard updates.
• Offers Secure and reliable connection to your data sources in the cloud or on-premises
• Power BI offers Quick deployment, hybrid configuration, and a secure environment.
• Allows data exploration using natural language query
• Offers feature for dashboard visualization regularly updated with the community.

Types of Power BI -

Power BI Desktop

Power BI desktop is the primary authoring and publishing tool for Power BI. Developers and power users use it to create brand new models and reports from scratch.

Power BI service

Online Software as a Service (SaaS) where Powe Bl data models, reports, dashboards are hosted. Administration, sharing, collaboration happens in the cloud.

Power BI Data Gateway

Power BI Data Gateway works as the bridge between the Power Bl Service and on-premise data sources like DirectQuery, Import, Live Query. It is Installed by Bl Admin.

Power BI Report Server

It can host paginated reports, KPIs, mobile reports, & Power Bl Desktop reports. The users can modify Power Bl reports other reports created by the development team.

Power BI Mobile Apps

Power BI mobile app is available for iOS, Android, Windows. It can be managed using Microsoft Intune. You can use this tool to view reports and dashboards on the Power Bl Service Report Server.

Key terms used in Power BI