Crea eating ng Visua ualizations ns us using ng Micr crosoft - - PowerPoint PPT Presentation

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Crea eating ng Visua ualizations ns us using ng Micr crosoft - - PowerPoint PPT Presentation

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Crea eating ng Visua ualizations ns us using ng Micr crosoft Power er BI Hand nds on n Act ctivity Dr. Omer Ayoub Hous use e of Mathem hematica cal and nd Statistica cal Sci ciences ences, King ng Abdul ul Aziz Uni niver

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SLIDE 1

Crea eating ng Visua ualizations ns us using ng Micr crosoft Power er BI

Hand nds on n Act ctivity

  • Dr. Omer Ayoub

Hous use e of Mathem hematica cal and nd Statistica cal Sci ciences ences, King ng Abdul ul Aziz Uni niver ersity, Saud udi Arabia Ema Email: : omer er@statistica calview ew.co com oayub ub@ict ctp.it omer erayoub ub@ho hotmail.co com

Used ed with h per ermission n from Micr

  • crosoft. The

The Micr crosoft logo and nd Power er BI logo and nd other her Micr crosoft product ucts and nd ser ervices ces us used ed in n thi his pres esent entation n are e co cont ntent ent of Micr

  • crosoft. All res

espect ective e right hts and nd per ermissions ns for the he product uct bel elong ngs to Micr

  • crosoft. Thi

This pres esent entation n is to be e us used ed for traini ning ng pur urposes es onl nly and nd no not for co commer erci cial distribut ution n or us use e per ermission n from Micr crosoft.

1

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SLIDE 2

Cont ntent ents

  • Int

ntroduct uction n to Micr crosoft Power er BI

  • Archi

chitect ectur ure e – Ho How it works?

  • Und

nder erstand nding ng fea eatur ures es of the he Power er BI Des esktop Applica cation n -1

  • Und

nder erstand nding ng fea eatur ures es of the he Power er BI Des esktop Applica cation n -2

  • Importing

ng data set et int nto Power er BI

  • Editing

ng and nd cl clea eani ning ng data in n Power er BI – Cha hang nging ng values ues / data types es

  • Writing

ng quer ueries es

  • Crea

eating ng differ erent ent types es of cha charts

  • Bring

nging ng it all toget ether her

  • Dep

eploying ng cl cloud ud workspace ce on n Power er BI onl nline ne

  • Asking

ng ques uestions ns about ut the he data from rep eporting ng eng engine. ne.

  • co

concl nclus usion

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 2

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SLIDE 3

Power er BI Archi chitect ectur ure

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 3

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SLIDE 4

The The Data Per erspect ectives es

PAS AST: T: Wha hat Happened ened?

  • Reactive reporting
  • Common among most companies

PRESENT: T: Wha hat is Happeni ening ng?

  • KPI’s and CPM Concepts
  • Streaming analytics

FUTU TURE: Wha hat will Happen? en?

  • Predict based on trends and external data
  • Understand impact and what-if analysis

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 4

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SLIDE 5

Power er BI Onl nline ne - Int ntroduct uction

  • Cloud

ud based ed ser ervice ce (Part of Office ce 365)

  • Acces

Access your ur data, wher herev ever er it it may ex exist

  • As

Ask ques uestions ns, int nteg egrate e with h co cortana na ana nalytics cs and nd more

  • Crea

eate e cur curated ed co cont ntent ent based ed on n your ur

  • rgani

nizationa nal need needs

  • Sha

hare e ins nsight hts acr cross web eb, mobile e and nd em embed edded ed withi hin n your ur own n applica cations ns

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 5

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SLIDE 6

Power er BI Des esktop - Int ntroduct uction

  • Free

ee downl nload tha hat starts your ur Power er BI ex exper erience. ence.

  • Not an

n end end us user er tool, but ut a power er us user er and nd des esigner ner tool.

  • Can

n be be us used ed to to mash, h, model el and nd des esign n eng engaging ng ex exper eriences ences.

  • Tr

Trans nsform and nd cl clea ean n data

  • Des

esign n once nce and nd view ew any nywher here

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 6

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SLIDE 7

Power er BI Des esktop – Hand nds On

  • Bef

efore we e start with h the he ha hand nds on n ex exer erci cise; downl nload the he data set et tha hat we e wi will be be us using ng fo for cr crea eating ng visua ualizations ns in n Power er BI fr from the he given en link nk:

  • http://icts.ictp.it/Members/oayub/Lab%205%20-%20Canada.xlsx/view
  • Al

Alter erna nativel ely; ; yo you ma may us use the he other her data set et tha hat ca can be be acces ccessed ed thr hroug ugh the he following ng link nk:

  • http://icts.ictp.it/Members/oayub/Financial%20Sample.xlsx/view
  • Or

Or; yo you ma may us use a data set et of your ur cho choice ce. .

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 7

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SLIDE 8

Und nder erstand nding ng Power er BI Fea eatur ures es - 1

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 8

Step-1: We e need need to load some e data from any ny file e or onl nline ne data sour urce. ce. To To load data int nto the he Power er BI Applica cation; n; cl click ck Get et Data

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SLIDE 9

Und nder erstand nding ng Power er BI Fea eatur ures es - 2

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 9

Step-2: You u will co come e acr cross a dialog box with h variet ety of

  • ptions

ns with h differ erent ent file e types es to load. Sel elect ect the he file e type e of your ur cho choice ce and nd proceed ceed with h “Connect nnect” In n thi his ca case; e; we e cho choose e ex excel cel file

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Und nder erstand nding ng Power er BI Fea eatur ures es - 3

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 10

Step-3: You u will co come e acr cross a dialog box with h variet ety of

  • ptions

ns with h differ erent ent file e types es to load. Sel elect ect the he file e type e of your ur cho choice ce and nd proceed ceed with h “Connect nnect” In n thi his ca case; e; we e cho choose e ex excel cel file

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SLIDE 11

Und nder erstand nding ng Power er BI Fea eatur ures es - 4

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 11

Step-4: Cho hoose e the he sheet heet you u want nt to import from the he file e you u sel elect ected

  • ed. In

n thi his ca case; e; we e ha have e sel elect ected ed “CA Sales es” Once nce file e is sel elect ected ed; it will provide e you u the he data prev eview ew in n the he dialog wind ndow and nd also it will allow you u to ed edit the he data or load it as the he way it is.

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SLIDE 12

Und nder erstand nding ng Power er BI Fea eatur ures es - 5

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 12

Step-5: Sel elect ect the he file e by tick cking ng the he box at the he lef eft of ea each ch sheet heet in n the he file e you u sel elect ected

  • ed. It will

prev eview ew the he data and nd its cur current ent format in n the he right ht pane.

  • ne. Sho

houl uld you u need need to modify, ed edit data, cha chang nge e data types es, add cus custom values ues or any ny

  • per

erations ns on n data; cl click ck Edit

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SLIDE 13

Und nder erstand nding ng Power er BI Fea eatur ures es - 6

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 13

Step-6: Cho hoose e the he sheet heet you u want nt to import from the he file e you u sel elect ected

  • ed. In

n thi his ca case; e; we e ha have e sel elect ected ed “CA Sales es” Once nce file e is sel elect ected ed; it will provide e you u the he data prev eview ew in n the he dialog wind ndow and nd also it will allow you u to ed edit the he data or load it as the he way it is.

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Und nder erstand nding ng Power er BI Fea eatur ures es - 7

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 14

Step-7: With h the he “Edit” mode; e; the he ed editor allows you u to cha chang nge e differ erent ent proper erties es of the he data; cha chang nge e reco ecord values ues; add new new values ues; ex execut ecute e quer ueries es and nd many ny

  • ther

her options ns as ca can n be e seen een above e at the he pane.

  • ne. You

u may scr croll thr hroug ugh h the he other her options ns as “trans nsform”, “Add Colum umn” n” and nd “View ew”

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SLIDE 15

Und nder erstand nding ng Power er BI Fea eatur ures es - 8

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 15

Step-8: Once nce you u cl close e and nd save e the he cha chang nges es; your ur data co colum umns ns will be e visible e at the he right htes est pane ne of the he wind ndow. You u ca can n view ew the he rel elations nshi hips bet etween een mul ultiple e data set ets; view ew the he data itsel elf and nd scr croll back ck to visua ualization n wind ndow us using ng the he lef eft side e menu enu pane. ne.

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Und nder erstand nding ng Power er BI Fea eatur ures es - 9

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 16

Step-9: Drag one ne of the he fiel elds from the he ”Fiel elds” sect ection n to the he ca canv nvas and nd it will display the he data it co cont ntains

  • ns. Rep

epea eat the he same e proced cedur ure e for ano nother her co colum umn n and nd drag it to the he ex existing ng co colum umn. n.

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SLIDE 17

Und nder erstand nding ng Power er BI Fea eatur ures es - 10 10

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 17

Step- 10: Drag one ne of the he fiel elds from the he ”Fiel elds” sect ection n to the he ca canv nvas and nd it will display the he data it co cont ntains

  • ns. Rep

epea eat the he same e proced cedur ure e for ano nother her co colum umn n and nd drag it to the he ex existing ng co colum umn. n. You u ca can n cha chang nge e the he data tex ext size e and nd co color by us using ng the he menu enu bel elow visua ualizations ns

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SLIDE 18

Und nder erstand nding ng Power er BI Fea eatur ures es - 11 11

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 18

Step- 11: Similarly, following ng the he same e proced cedur ure; e; drag more e fiel elds from the he “Fiel elds” area ea ont nto the he ex existing ng fiel eld area

  • ea. If you

u drop them hem somew ewher here e el else e on n the he ca canv nvas, they hey woul uld plot ind ndividua ually as a uni unit paramet eter er and nd will no not co cont ntribut ute e to the he group up plotting ng.

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SLIDE 19

Und nder erstand nding ng Power er BI Fea eatur ures es - 12 12

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 19

Step- 12:

With h the he data sel elect ected ed

  • n

n the he ca canv nvas; you u may cl click ck on n the he first visua ualization n option n and nd it will trans nsform the he table e int nto a simple e bar cha chart. You u may cho choose e to plot it differ erent ently ei either her as stack cked ed bar cha chart, line ne cha chart, pie e cha chart or any ny other her type; e; is solel ely your ur own n cho choice ce to try.

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Und nder erstand nding ng Power er BI Fea eatur ures es - 13 13

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 20

Step- 13:

Since nce you u sel elect ected ed to plot rev evenue enue by differ erent ent provinces nces, in n differ erent ent yea ears and nd by differ erent ent ca categ egories es; the he sing ngle e plot allows you u to scr croll thr hroug ugh h the he other her visua uals in n the he same e plot. Click ck

  • n

n the he doub uble e down n arrow to scr croll bet etween een differ erent ent view ews for the he paramet eter ers ment entioned ned.

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SLIDE 21

Und nder erstand nding ng Power er BI Fea eatur ures es - 14 14

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 21

Step- 14:

You u ca can n ev even en view ew the he data associ ciated ed to the he plot by cl click cking ng on n the he right ht most option n tha hat appea ears if you u ho hover er

  • n

n the he visua ualization; n; Sel elect ect “See ee Data” and nd it will open en a new new tab bel elow the he visua ualization n tha hat will co cont ntain n the he data figur ures es plotted ed above e in n the he graph. h.

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Und nder erstand nding ng Power er BI Fea eatur ures es - 15 15

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 22

Step- 15:

Cha hang nging ng the he axis style, e, line ne co color, point nts on n the he ca canv nvas, font nt-size, e, font nt-style e and nd hei height ht

  • f the

he graph h or visua ualization n ca can n be e accus ccustomed ed acco ccording ng to us user ers’ cho choice.

  • ce. Simply cl

click ck

  • n

n the he “Format” ico con n bel elow the he visua ualization n types es and nd you u will get et acces ccess to all fea eatur ures es

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SLIDE 23

Und nder erstand nding ng Power er BI Fea eatur ures es - 16 16

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 23

Step- 16:

Alter erna native e met etho hod to plot somet ethi hing ng is by sel elect ecting ng on n the he type e of visua ual you u want nt to plot; It will plot a vague ue or dim visua ual rep epres esent enting ng the he prototype e of act ctua ual visua

  • ual. Now

you u may cho choose e the he fiel eld from the he “Fiel elds” sect ection n and nd drop on n the he visua ual to gener enerate e an n act ctua ual visua ual based ed on n the he da data.

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SLIDE 24

Und nder erstand nding ng Power er BI Fea eatur ures es - 17 17

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 24

Step- 17:

Exper eriment ent your ursel elf by cr crea eating ng new new visua ualizations ns, adding ng new new ca categ egories es of data and nd varying ng bet etween een differ erent ent types es for same e data set

  • et. If you

u fall sho hort

  • f space

ce on n the he first page, e, you u an n always cr crea eate e additiona nal pages es by cl click cking ng on n the he + but utton n and nd rena ename e them hem by your ur cho choice ce

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SLIDE 25

Und nder erstand nding ng Power er BI Fea eatur ures es - 18 18

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 25

Step- 18:

Now tha hat we e ha have e done ne some e of the he visua ualizations ns and nd we e woul uld like e to ex export them hem or us use e them hem in n our ur rep eports; cl click ck on n “Pub ublish” h”. It will ask you u to save e your ur project ect as “. “.pbi pbix” ex extens ension. n. Name e your ur project ect and nd save e it on n your ur loca cal disk.

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SLIDE 26

Und nder erstand nding ng Power er BI Fea eatur ures es - 19 19

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 26

Step- 19:

Upon n saving ng your ur file, e, a new new dialog box will appea ear asking ng you u to ent enter er your ur sign n in n inf nformation n to Micr crosoft Power er BI Pro ver ersion n (cl cloud ud ver ersion) n) of the he same e product uct. To To sign n in; n; plea ease e ent enter er the he inf nformation n in n the he nex next slide: e:

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SLIDE 27

Und nder erstand nding ng Power er BI Fea eatur ures es - 20 20

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 27

Username Password ict ctp01@omer erayoub ub.onm nmicr crosoft.co com Co Codata ta2017 ict ctp02@omer erayoub ub.onm nmicr crosoft.co com Co Codata ta2017 ict ctp03@omer erayoub ub.onm nmicr crosoft.co com Co Codata ta2017 ict ctp04@omer erayoub ub.onm nmicr crosoft.co com Co Codata ta2017 …. …. ict ctp50@omer erayoub ub.onm nmicr crosoft.co com Co Codata ta2017

Power er BI Pro Acco Account unts (Cloud ud Acces Access) for ICTP TP Co Codata ta Worksho hop

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SLIDE 28

Und nder erstand nding ng Power er BI Fea eatur ures es - 21 21

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 28

Step- 21:

Using ng the he inf nformation n provided ed in n the he above e slide; e; login n thr hroug ugh h thi his wind ndow to acces ccess live e cl cloud ud based ed ver ersion n of your ur visua ualization

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SLIDE 29

Und nder erstand nding ng Power er BI Fea eatur ures es - 22 22

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 29

Step- 22:

You u will be e asked ed to sel elect ect the he workspace ce wher here e you u want nt to save e and nd pub ublish h your ur visua ualizations

  • ns. Sel

elect ect the he def efaul ult “My Workspace” ce” and nd proceed ceed fur urther her.

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SLIDE 30

Und nder erstand nding ng Power er BI Fea eatur ures es - 23 23

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 30

Step- 23:

Once nce your ur project ect is succes uccessful ully pub ublished hed, you u will get et a succes uccess mes essage e inf nforming ng you u tha hat you u ca can n get et qui uick ck ins nsight hts about ut your ur data and nd lea earn n more e about ut rep eporting ng tools us using ng the he Power er BI mobile e and nd Pro ver ersion. n.

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SLIDE 31

Und nder erstand nding ng Power er BI Fea eatur ures es - 24 24

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 31

Step- 24:

  • After

er you u ha have e succes uccessful ully pub ublished hed your ur project ect; go to: ht http://power erbi.micr crosoft.co com

  • Login

n with h your ur Power er BI Pro acco ccount unt det etails

  • You

u will get et to see ee the he same e project ect up uploaded ed und under er the he Ta Tab “My Workspace” ce”

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SLIDE 32

Und nder erstand nding ng Power er BI Fea eatur ures es - 25 25

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 32

Step- 24:

Click ck on n “My Workspace” ce”. It will load a list of all the he Dashb hboards, Rep eports, Workbooks and nd Dataset ets tha hat ha have e been een cr crea eated ed so far by the he logged ed in n us user

  • er. Since

nce we e ex exported ed or pub ublished hed our ur Rep eport; sel elect ect “Rep eports” and nd you u will find nd your ur project ect ther here.

  • e. I saved

ed it as “cl class.pbix”

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SLIDE 33

Und nder erstand nding ng Power er BI Fea eatur ures es - 26 26

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 33

Step- 24:

Sel elect ect the he Rep eport and nd cl click ck

  • n

n File.

  • e. Now

you u ca can n ex export your ur rep eport as an n “int nter eract ctive e rep eport” to be e us used ed in n power erpoint nt or

  • r

for em embed edding ng as ht html iframe e in n your ur web ebsite e for live e int nter eract ction. n.

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SLIDE 34

Und nder erstand nding ng Power er BI Fea eatur ures es - 27 27

CODATA –RDA Advanced Workshops on IoT, Bioinformatics and Extreme Sources of Data SLIDE - 34

To To prev eview ew a web eb based ed rep eport ver ersion n tha hat ca can n be e em embed edded ed as iframe e object ect; Click

ck her here