1. Dataset used
- The dataset we are going to use for this lesson is Microsoft Excel file named “Monetary Pattern.”
- You may obtain the dataset by clicking on the picture beneath. Please guarantee to retailer the dataset in an acceptable location in your pc.
2. Importing knowledge
- Launch your Energy BI Desktop software.
- From the House tab, choose “Get knowledge,” then select “Excel workbook” from the dropdown menu.
- Within the Navigator window that seems, choose the “Financials” desk and click on “Remodel Information” to start out knowledge preparation.
3. Information transformation steps
Change Information Kind:
- Choose the “Models Bought” column.
- Go to the Remodel tab, select “Information Kind,” and choose “Complete Quantity.”
- Verify by choosing “Change present” to use the change.
Change Textual content Format:
- Choose the “Phase” column.
- Within the Remodel tab, click on “Format” and select “UPPERCASE.”
Rename Columns:
- Double-click the “Month Title” column and rename it to “Month.”
Filter Information:
- Click on the dropdown within the “Product” column and uncheck the field subsequent to “Montana” to filter out this discontinued product.
4. Making use of and reviewing adjustments
- Test the “Question Settings” pane beneath “APPLIED STEPS” to see all transformations made.
- To finalise, go to the House tab and choose “Shut & Apply” to use all adjustments.
5. Verifying knowledge
- Guarantee to save lots of your work when you have not already carried out so.
- Test the appropriate pane to make sure that Energy BI accurately identifies numeric fields (with the Sigma image) and date fields (with the calendar image).
6. Creating Measures and Tables
Create a Measure
- On the House ribbon, choose “New measure.”
- Enter the expression: Complete Models Bought = SUM(financials[Units Sold]) and ensure.
Create a Calendar Desk
- Swap to Information view on the left.
- On the House ribbon, choose “New desk”.
- Enter the expression: Calendar = CALENDAR(DATE(20130101), DATE(20141231)).
- Verify and guarantee a desk of dates from January 1, 2013, to December 31, 2014, has been created.
7. Establishing relationships
- Swap to Mannequin view on the left.
- Drag the “Date” subject from the “financials” desk to the “Date” subject within the “Calendar” desk to create a relationship between the tables.
Wrapping up
This information has outlined the important steps to organize knowledge for a Energy BI dashboard, making it appropriate for novices.
The method begins with importing knowledge from a Microsoft Excel file into Energy BI Desktop. As soon as the info is imported, customers are guided by way of a sequence of transformations to wash and format the info.
Key steps embrace altering knowledge sorts, formatting textual content, renaming columns, and filtering out undesirable knowledge.
After transformations, the information emphasised reviewing and making use of these adjustments to make sure accuracy. It additionally lined verifying knowledge codecs, comparable to figuring out numeric and date fields.
To reinforce knowledge evaluation, the information described creating measures and tables, comparable to a “Complete Models Bought” measure and a date-based calendar desk.
Lastly, relationships between completely different tables utilizing the Mannequin view have been established to help in linking knowledge logically, facilitating extra complete evaluation and reporting.
By following these steps, customers can successfully put together and handle knowledge, laying a stable basis for constructing insightful Energy BI dashboards.
1. Dataset used
- The dataset we are going to use for this lesson is Microsoft Excel file named “Monetary Pattern.”
- You may obtain the dataset by clicking on the picture beneath. Please guarantee to retailer the dataset in an acceptable location in your pc.
2. Importing knowledge
- Launch your Energy BI Desktop software.
- From the House tab, choose “Get knowledge,” then select “Excel workbook” from the dropdown menu.
- Within the Navigator window that seems, choose the “Financials” desk and click on “Remodel Information” to start out knowledge preparation.
3. Information transformation steps
Change Information Kind:
- Choose the “Models Bought” column.
- Go to the Remodel tab, select “Information Kind,” and choose “Complete Quantity.”
- Verify by choosing “Change present” to use the change.
Change Textual content Format:
- Choose the “Phase” column.
- Within the Remodel tab, click on “Format” and select “UPPERCASE.”
Rename Columns:
- Double-click the “Month Title” column and rename it to “Month.”
Filter Information:
- Click on the dropdown within the “Product” column and uncheck the field subsequent to “Montana” to filter out this discontinued product.
4. Making use of and reviewing adjustments
- Test the “Question Settings” pane beneath “APPLIED STEPS” to see all transformations made.
- To finalise, go to the House tab and choose “Shut & Apply” to use all adjustments.
5. Verifying knowledge
- Guarantee to save lots of your work when you have not already carried out so.
- Test the appropriate pane to make sure that Energy BI accurately identifies numeric fields (with the Sigma image) and date fields (with the calendar image).
6. Creating Measures and Tables
Create a Measure
- On the House ribbon, choose “New measure.”
- Enter the expression: Complete Models Bought = SUM(financials[Units Sold]) and ensure.
Create a Calendar Desk
- Swap to Information view on the left.
- On the House ribbon, choose “New desk”.
- Enter the expression: Calendar = CALENDAR(DATE(20130101), DATE(20141231)).
- Verify and guarantee a desk of dates from January 1, 2013, to December 31, 2014, has been created.
7. Establishing relationships
- Swap to Mannequin view on the left.
- Drag the “Date” subject from the “financials” desk to the “Date” subject within the “Calendar” desk to create a relationship between the tables.
Wrapping up
This information has outlined the important steps to organize knowledge for a Energy BI dashboard, making it appropriate for novices.
The method begins with importing knowledge from a Microsoft Excel file into Energy BI Desktop. As soon as the info is imported, customers are guided by way of a sequence of transformations to wash and format the info.
Key steps embrace altering knowledge sorts, formatting textual content, renaming columns, and filtering out undesirable knowledge.
After transformations, the information emphasised reviewing and making use of these adjustments to make sure accuracy. It additionally lined verifying knowledge codecs, comparable to figuring out numeric and date fields.
To reinforce knowledge evaluation, the information described creating measures and tables, comparable to a “Complete Models Bought” measure and a date-based calendar desk.
Lastly, relationships between completely different tables utilizing the Mannequin view have been established to help in linking knowledge logically, facilitating extra complete evaluation and reporting.
By following these steps, customers can successfully put together and handle knowledge, laying a stable basis for constructing insightful Energy BI dashboards.
