How to Build Power BI Reports from Start to Finish
ฝัง
- เผยแพร่เมื่อ 9 พ.ค. 2024
- 🔻 DOWNLOAD the completed Power BI Desktop file and data files here: www.myonlinetraininghub.com/h...
In this video you will learn how to create two interactive Power BI dashboards, plus a decomposition tree using the free Power BI tools available to everyone.
Get Power BI Desktop here: powerbi.microsoft.com/en-us/d...
🎓 LEARN MORE
- My Power BI course: www.MyOnlineTrainingHub.com/p...
- Introduction to cleaning data with Power Query: • How to easily automate...
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⏲ TIMESTAMPS
0:00 Introduction
0:27 What is Power BI
1:16 Data Overview
2:33 Get Data with Power Query
7:15 Set up Relationships
8:34 Calendar Table
11:03 Set Formatting & Data Categories
12:04 Gauge Chart
12:45 KPI
13:54 Line Chart
14:44 Running Total Measures
16:14 Area Chart
17:05 Quick Measures
18:28 Clustered Column & Line Combo Chart
19:24 Clustered Bar Charts
22:12 Slicer
22:30 Dynamic Card for Period
23:45 Color Theme
24:58 Cross Filter & Highlight
25:11 Explain the Increase/Decrease
26:01 Regions Report - Clustered Bar Chart
26:44 Clustered Bar Chart
26:57 Matrix Tables
28:44 Filled Map
29:25 Scatter Chart
30:24 Decomposition Tree
32:55 Publishing Reports
35:49 Q&A Tool
36:18 Sharing Reports
37:16 Updating Reports
39:00 Summary
40:30 File Download Link
#powerbi #dashboards #reports - วิทยาศาสตร์และเทคโนโลยี
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Amazing as all your tutorials! So clear, no extra words or confusing extra mouse movements, everything to the point, clean and crispy. I think you are the best teacher in your field.
Wow, thanks for your kind words, Victoria!
One of the best tutorials I've watched so far. Love presentation approach, zooming in, focusing on the elements and adding the extra notes to make it perfect. Well done! & THANK YOU! Subscribed :)
Awesome, thank you, Catalin!
Hi Mynda. Looks like a great training. Looking forward to walking through it in depth with the data files. Thanks for sharing. Thumbs up!!
Thanks for your support, Wayne!
@@MyOnlineTrainingHub pls share the link to download
Thanks Mynda. You've done an excellent job at explaining how to build a very useful BvA report in Power BI. Great job, love your systematic step by step training. Now, to get busy building my own Power BI reports! Thanks so much!
Great to hear, Bob! Have fun with Power BI :-)
Very clean, no repetition and many interesting hints included. Will look for more complicated topics explained in this channel. Good job! Thanks!
Glad you liked it 😊
This is amazing. So simple to follow and execute, even with what I’d characterize as moderate (at best) Excel skills. Thank you!
Glad it was helpful!
Mynda, I can't stop marveling about your presentation skills and the way you deliver these lessons to audience. Amazing job and appreciate all your effort !! Worth to highlight!!
Thank you so much, Rodion! 😃
Hi Mynda, I am a beginner and this is the most comprehensive Power BI tutorial I have seen. The way you teach really simple to follow, you make it look very easy. I would really appreciate if you can guide me to a tutorial regarding preparing / structuring / formatting your excel sheets / CSV files to import in PBI. Also I would love to see a tutorial apart from sales, budgeting or forecasts, like a online survey result where there are no dates involved (it would be a great help).
Thank you very very much for this tutorial !!!
Great to hear you found this video helpful, Suhair! The data model in Power BI requires the data in a tabular format, but you can use the built in Power Query tool to get and clean the data from Excel worksheets, CSV files etc. and convert it into a tabular layout if it isn't already. I don't have any Power BI survey data examples, but these Excel examples might give you some ideas: www.myonlinetraininghub.com/segmented-survey-data-chart and this: www.myonlinetraininghub.com/excel-charts-for-surveys
Excellent tutorial. Appreciate your approach to pacing and content leveling, thanks!
Great to hear :-)
@@MyOnlineTrainingHub share with me some files or books to use
Already applied on my data. This video is really helpful. Got an appreciation from my Boss for the dashboards. Thank for your efforts in this video. Really appreciate it !
Congratulations on your success with Power BI, Diana! Great to know I could help.
Congratulations!!!
Mynda you are the best subject matter expert on Power BI and Excel. Thank you so very much for educating us. I am a regular follower of all your videos and they are super helpful. Cheers!!!
You are so welcome, Muhammad!
I love your training Mynda! Finally I have built my own dashboards by following your tutorial :) Thanks for sharing!
Congratulations, Victoria!
Great video, i am quite surprised how you managed to do a start to finish video with decent details in 41 minutes 😃 Following you for more videos like this 👍
Glad you enjoyed it, Saleh!
Rather important amendment to your tutorial:
In your budget file the untransformed loading of the budget column works only in English speaking countries, where your Thousands separator is a Comma and the decimal separator is a point. In other countries, as for example Germany, the separators are the other way. Thus you have to transform the budget column in the budget file as follows:
- delete the Item "Changed Type" in the Query settings on the right edge. That unfortunately resets all the already automatically recognized and changed data types in all colums to Text, but unfortunately you can not change a once wrongly recognized column to another type.
- now set the data type of all undoubted columns by "Detect Data Type" (Datentyp erkennen)
- rightclick on the header of the suspicious column (wich is recognized as text due to the issues described below) --> context menu
- Typ ändern (change data type)
- Mit Gebietsschema (with locale settings)
- change data type to decimal
- *AND* change locale (Gebietsschema) to English (Australia)
I am not sure about the corect menu denominations in the English version.
Only now you have correct data. Otherwise you would have 30 data sets with values in the millions where the two thousands separators would be confused for two decimal separators, wich then cause an error in those 30 rows.
Also check and transform all other files of unknown / foreign provenience that contain columns with date values or currency values.
Thanks for sharing, Uwe. In the files you downloaded from our site there is a file called READ_ME_FIRST.txt and in this file I explain how to change the data types for the dates using 'From Locale', as explained here: th-cam.com/video/QKgS3hrrmvw/w-d-xo.html This is the same issue you're having, except for thousand separators.
@@MyOnlineTrainingHub Yes: "except for thousand separators". But those are much more difficult do deal with. And they are usually much more.
Of course I have read "READ ME" and watched that video, but sincerely: what are the odds to read a "READ ME" file?
And as I mentioned in the comments there, the checkbox "column qualiy" doesn't work reliably, so if one is not so experienced with odd data and not so curious as me, he wouldn't even realize that he has a data problem - before a later step in the processing of that data.
And if he wouldn't have figures over 1,000,000 he probably wouldn't realize it at all, because a 17,100 turned 17.1 will not even throw an error message.
Therefor my recommendation for all people dealing with numerics of unknown origin (dates and numbers and percentages): check your data in Notepad++ (your file might be too long for Excel) and search with the following regular expressions for the existance of possibly problematic numbers:
".*,.?.?.?" - for numbers over one Thousand (containing one Thousands separator)
".*,.*,.?.?.?" - for numbers over one Million (containing at least two Thousands separators)
The formulation of the regular expressions might be different in different local settings due to the same exasperating Comma-Point-Problem.
For the understanding of regular expressions see here: www.regular-expressions.info/tutorial.html
Hi! I had the same problem, but there is another way to solve it. Firstly, I deleted the "Changed Type" as well, but then I split the column "Budget" by delimiter (comma) and finally merged the columns again. I am not sure if it is a final or correct solution, but for the example it helps.
One of the best starting videos for new PBI users. Thanx a lot, Mynda!
Glad you enjoyed it!
this is one of the best tutorials i have watched
Wow! Thanks so much 😊🙏
No question but only a thank you for your continued services!
I appreciate that!
Thank you very much. You probably dont even realize how much your lessons help me in my work and it probably saves me from losing my job. I do really appreciate your teaching us valuable lessons.
Wow! I’m grateful I can help in some way, but really it’s you who’s doing the work and that tenacity is what helps keep you in a job.
@@MyOnlineTrainingHub Thank you, please keep educating us.
Your ability to transfer knowledge is amazing. Thank you for sharing 🙏
My pleasure, Kuben!
most clear and clean tutorial. no non sense straight to the point and topic. i loved it
Thanks so much!
thank you, I'm starting learning power BI.
My pleasure. Have fun with it :-)
I really appreciate your methodical and thoughtful steps that you showed in the video.
Glad it was helpful!
Thanks for teaching in an organized and a disciplined way ... I need to shell out time to understand everything .... slowly but yes with your video I am confident that I'll do it .... Thanks again
Great to hear it was helpful, Venkat! Have fun with Power BI :-)
I learned so much ... thank goodness its the weekend so I can relax and reflect on it
Great to hear!
This is amzing..nice pace, short and concised. I learned a lot is so short time! Thank you!
You're most welcome!
Super straight forward and easy to follow. Thank you.
Great to hear, Kayode!
I don't usually like to comment, but when I do it's for an amazing tutorial like yours. Excellent presentation!
Wow! Thank you, Mesfin 😊
If you want to learn, watch this video. Thank you Mynda, you are superb at what you do.
Thanks for your support, Jamie! 😊
I am regular learner from your videos. This is so far simplest and best video on Power BI. Look forward to see advance PBI videos covering essential DAX measure and advance data analysis.
Great to hear! DAX to come 😉
@@MyOnlineTrainingHub Thanks.....so creative and simple......how can I inbox. I am put in back to back workload by my office. Which I am capable of doing. But being field sales manager things are quite divergent and convex. Need assistance to develop few dashboards if I could get support.
I don't do consulting, but if you want to learn how to build your own dashboards, please consider my course: www.myonlinetraininghub.com/excel-dashboard-course If you'd like me to refer you to a consultant, please get in touch via email: website at MyOnlineTrainingHub.com
the best power bi presentation and expanation I have witnessed so far !
Wow, that's awesome to hear!
I am from Taiwan and cannot find any satisfactory source in Chinese. It’s so glad to find your video which really help me to understand the key functions of power BI. Thank you very much!
Glad it was helpful!
Exceptional rendering! Loved it the way it went. Great Job! Thank you for sharing!
Great to hear, Sajil!
Thank you! Clear, concise and extremely knowledgable presentation
Glad you liked it 😊
I have bookmarked this Video for future learning. I am a beginner in PowerBI. Thank you for the lovely illustration
Glad it was helpful!
This was a perfect and inspiring tutorial. Thanks for sharing!
You are most welcome!
Thank you for amazing training!
So pleased you enjoyed it!
Thanks a lot Mynda for sharing your knowledge. It really helped me to understand PowerBI. The whole content and tutorial are amazing.
Great to hear 😊
Thank you so much, I came upon this video because I needed to add a slicer, but I learned a lot more than I thought. Great video, will definitely be coming back to it.
Great to hear, Maiara!!
Amazing tutorial,the decomposition functionality is a game changer.
Thank you!
found this to be a better overview and example of a "first" report than the one from a dedicated PowerBI channel.
thanks!
Wow, thanks, Zac!
Hi Mynda.Thank you so much for amazing training.
You are most welcome, Tarkan!
Excellent as usual, thank you for sharing your knowledge
Glad you enjoyed it :-)
Hi, Great to see you sharing your knowledge on YT. I signed up to several of your Excel training programs a few years ago and they helped me enormously
So happy to read that! Thank you for your kind words of support 😊
How I wish you had more Power BI videos!!
Working on it :-)
Excellent tutorial, easy to understand. Thank you.
Great to hear!
I thank you so much for this explanation, it made it so easy to understand an assignment I had left until last minute
Glad I could help 😊
You're simply amazing! Bless you !
Thanks so much 😊
Thank you So much for the wonderful Presentation!
So nice of you, Suneetha!
Really appreciate your instruction on building this report. I followed it step by step and learned a lot. Couple things would like to share. For the date columns in the source excel, they are formatted in UK dates for e.g. 1/2/2020 actually for 2/1/2020. So for USA learners like me, we need to format them to US dates otherwise the time related vis such as Line Chart won't work correctly. The other is about the running total measure, I created the formula with your code and checked it with data table. The numbers were not correct. I used the Quick Measure tool to generate the formular and checked it to make sure it worked. The one I have is: ISONORAFTER('Actuals'[Date], MIN('Actuals'[Date]), DESC) instead of MAX('Actuals'[Date], DESC).
Thanks again for your wonderful teaching. Keep up the good work!
Glad you found it helpful! Yes, in the READ_ME_FIRST.txt file included with the data download for this video I explain the date issue and a link to a tutorial on changing type using Locale. Hopefully you found it and didn't waste time trying to figure out why the dates were wonky for you. MAX or MIN in the running total formula yields the same results, so there's no right or wrong.
@@MyOnlineTrainingHub Thank you for the explaination. I tried use the Locale to convert the date to US but didn't work. I then used "Split column" and "Merge column" to finally get it right. This was a good learning experience and helped me using different way to solve the problem. For the running total, you are correct, both MAX and MIN will work with the right sorting direction. I think for MAX, the sorting needs to be ASC. Thank you again for the wonderful lecture.
You taught me power query now you're up to this... TYSM. You're amazing.
Thanks so much 😊
This is Brilliant!! Very well explained and demonstrated! Thank You!
Glad it was helpful, Roland!
Thank you Ma'am. Really great content and the way you explain every concept is incredible. Thanks again.
So nice of you :-)
Very well done! Clear and precise, thanks for this.
Glad you enjoyed it!
Thank you for this free course!
Our pleasure!
Amazing tutorial! Awesome level of detail ❤️👌🏼
Thanks so much! 😊
Thanks for the information rich tutorial! I like the constant subtle variations in doing similar things to show some of the options available.
Glad you noticed 😊
very informative tutorial, clear and simple, thank you
Glad it was helpful!
Hi! Your tutorials are great! Nice graphics, calm voice. During Covid i try to upgrade my skills and your videos are perfect. Thank you for these. Regards from Poland.
Glad you like them, Artur! And great to hear you're making the most of your downtime during COVID.
Thank you, Excellent tutorial I'm starting learning power BI
Glad it was helpful!
Thanks for the video, it helps me to understand different reporting visualization.
Glad it was helpful!
Simply the best. Better than all the rest!
You will get me a raise 😂
Glad I could help 😉
Your content is excellent. I have respect and praise for what you are doing, Mynda. Keed educating the world with your awesomeness. Love.
Thanks so much 😊
Great training! I've sure picked up a few tricks along the way.
Great to hear!
Amazing, you are so clean and clear, thanks!
Glad it was helpful!
Hi Mynda!Really Enjoyable Tutorial...Thank You :)
Thanks for watching, Darryl!
Mam, Your explanation is very clear and one of the best video on Power BI and excel in TH-cam thank you .
Wow, thanks so much, Vijay!
Lovely presentation. Very neat and easy to follow. Thanks for sharing, can't wait to join one of your classes.
Wonderful! Please do!
This is totally crazy thing! Thanks for this beautiful view settings and publications with the demonstration of AI in Power BI. Your presentation is the best one as always! Thanks a zillion!!! Mynda Treacy!!!
Glad you enjoyed it, Feroz!
Hey Mynda, very informative session. looking forward to see more of it.
Thanks for watching, Ravi!
Amazing and Professional. I love to check your Videos to give my Ideas the finish they need or check for complex solutions. Thank for your online content.
Great to hear, Marc!
Hi Mynda, You are a Super Pro. Liked the coaching to the fullest. Will subscribe to view all your videos . Thanks a ton.
Awesome! Thank you!
You are such a blessing. Pls keep up the good work
Thank you so much!
well this is an alien thing ...
My native language is Spanish, but I struggle to understand this with the subtitles, I have learned Power BI and English with you. I will follow your channel.
Thanks for following :-)
You have helped me in understanding power bi . Thank you so much
My pleasure 😊
wonderful training! I also like your courses
Awesome, thank you!
Interesting for me. I want to start learn power bi and power query since long. You have explained very clearly thanks alot
Pleased to hear that, Raj!
Hi Mynda, really a good training, i appreciate.
You're most welcome!
Hi Mynda,
I was trying to learn how to create Dashboards for different data sets, when I came across your video. Learned lots from it!
My only point would be that if you could explain why each visual is chosen on the dashboard, it would help us gain more insights.
Glad you found it helpful!
Master class.I picked up a lot of tips from this showcase.
Reference material.
Pleased to hear that!
I usually enjoy your videos but there were so many subjects that you seemed to not mention for someone just learning. Thank you for your other work.
Yes, Power BI is a vast app with what seems like endless functionality, which is why I put together a comprehensive course (www.myonlinetraininghub.com/power-bi-course). The idea of this video was to provide a lesson and data where you could try it out yourself and experience using it and a platform from where you can then go and learn more if you like it.
The best tutorial BI video, Thanks!
Wow, thanks!
Thank you, indeed its very informative.
Glad it was helpful!
Simply perfect! Thanks a lot Mynda!
Thanks so much 🙏😁
Waou, I am amazed by the clarity of your explanation. Thank you for the excellent job you put in here!!
Thanks so much!
Very helpful. Can't wait to create my first Power BI visuals.
Great to hear 😊
Love the way you present these..
Thanks so much!
Very concentrated and effective course
Glad you think so!
Excellent video. You made Power BI very easy to understand. Thank you very much.
Glad to hear that!
Great work and brilliant ideas especially Q&A part , Thank you
Glad you enjoyed it!
I was waiting for this for a long time 👍 You've made my day
Great to hear :-)
You are an amazing trainer thank you
You're most welcome!
This is a really very informative session and likes to give double Thumbsup!
Much appreciated!
Thanks for this wonderful tutorial. It was really useful.
Great to hear, Nigel!
Great video and helped clear up a few issues I have been struggling with... thank you :-)
Glad it helped, Eve!
Wonderful! Seems as though you have developed this software. Brilliantly explained. Thank you so much.
Thanks so much, Tilkesh!
Thank you for getting back to me , Mynda. Let me figure out how to upload the file. You have a good day！
No worries. And you 😊
@@MyOnlineTrainingHub Hi Mynda, I didn't figure out how to upload my file, So I will try rephrase my question, each month, there will be over 100 items purchase as products materials. and in order to analyses the trend, power BI is used for the analysis of each month's data ; there would be multiple sort options to be needed, first, data will be sorted by months, then we would like to sort out the items by value in the current period to focus on the top 20 or 50 ones; and review their trends from the highest value item to the lower value ones; hope this is better to understand. The question is POWER BI can only sort out items by all periods' accumulated total value, and cannot sort the items out per any single period's value. Thank you
Hi thank you so much, perfect and superb tutorial 👍👍👍, now i can learn and use powerbi in one hour because of your powerful tutorial, love it ❤
Glad I could help!
Thank you for the lovely information.. this is really helpful.
Great to hear, Harshal!
Very nice presentation and way too informative, thanks
Glad you found it useful, Sarath!
thanks so much, this was extremely helpful
Awesome to hear 👍