Turning Data into Insights with Power BI
The course is part of this learning path
Power BI allows business users to analyze data and share insights across all levels of an organization. It gives an end-to-end view of important metrics and key performance indicators through intuitive and interactive dashboards all in one place.
In this course, you will learn about several Power BI tools that would help you enhance reports to expose insights and present them in a way that appeals to a wide range of end-users.
- Understand how to apply conditional formatting, slicers, and filters
- Perform top N analysis
- Explore statistical summary
- Use the Q&A visual
- Add a Quick Insights result to a report
- Understand when and where to create reference lines by using the Analytics pane
- Learn when and where to use the Play Axis feature of a visualization
- Understand how to personalize visuals
- Beginners to data analytics
- Business analysts
- Business intelligence developers
- Business intelligence managers
- Anyone who wants to learn about Power BI
- Microsoft Power BI Desktop for PC/Windows users (free download)
- Familiarity with preparing data using Power BI
- Familiarity with modeling data using Power BI
- A basic understanding of Power Query, Power Pivot, and DAX is a plus but not required
Let's talk about Quick Insights. Let's say one of the data sets that has been given to us contains large data related to the health tickets that were created for the customer service team. And because of the large data, we don't know where to start with the analysis, that's where Quick Insights come in hand. The Quick Insight is a feature in Power BI that uses machine learning algorithms to go through large data sets and quickly produce insights, a great way to build dashboards when we don't know where to start, and helps us find insights that we might have missed in the reports to present them in an interesting and interactive visualizations and provide a deep understanding of our dataset.
In this lecture, we will add a quick insights result card to a dashboard, interact with the quick insights results and connect to Power BI web service and work on the content tab of the report. So, in order to get started, let's go to the Power BI Desktop and connect to our sample report. So, we're going to start off with this bar chart here that's showing the sales variance by fiscal month in these bars. And if we click on any of these bars and right click, we can see this Analyze option and Explain the increase option. This will allow Power BI to run its own analysis on these sales variants. For example, we can see that it has provided some sales information in regards to the territory for the months of February and March.
So, we see that states like Georgia and Kentucky had the most significant increase in sales among territories. We can keep scrolling down and get some more information, for example, which open months had the most significant increase among other open months? So, all these insights are created for us on the fly, and we can even click this Thumbs Up button or Thumbs Down, if we don't like what we've seen. We can click the Plus button to add this to the report. So, if we click out here, we can see that we actually have this bar chart here which we can throw on another tab.
Let's open a new tab, to give it some more space here, and Power BI has just created this visual for us. And we can go back to the Overview tab we were on, again go back to our bar chart and go to Analyze, we can even click on this option that says find where the distribution is different, click on that, and it's going to give us some deeper understanding of the differences in this distribution and why those might be occurring. For example, women's products and home products have affected the sales distribution to increase the most.
So, just a few options to create those on the fly here. Moving over to Power BI web service. We also have a similar functionality. So, we are in the Cloud Academy workspace that I have previously created and we have this retail analysis sample report. It's all built on the same data set as the one that we were using earlier. So, if you click on these three dots, you will see this option to get Quickinsights, let's click that and Power BI is going to come up with some insight for us. If you're doing this for the first time, it might take a while for Power BI to crunch through all the data. And we're notified that our insights are ready, let's view them. And now we're able to see these visualizations that have been created. For example, we see this nice scatter chart with a positive correlation between items sold and its size, we see that one of our buyers has less margin percentage this year, that's interesting to see. So, Power BI service is able to provide these visualizations that we can use in our dashboards.
So, in this lecture, we covered how to add and interact with Quick Insights, and Power BI Desktop, and Power BI web service. A great feature that allows us to create these visualizations very easily. And these are usually pretty meaningful visualizations that don't require us to think too much and Power BI will create them for us.
Moatasim has been a data and insight consultant since 2014, driving data culture strategies in enterprises, non-profit organizations and tech startups to improve their decision making. He has teamed up with Fortune 1000 companies, MBB and Big Four consultants on complex engagements in government and private sectors. He has been a data analyst, business analyst, BI manager, and instructor. To date, Moatasim has created learning content relating to business intelligence, data analysis and machine learning, mostly within Power BI, Azure, SQL and Python. His hobbies included heavy metal drumming and meditation.