About this lesson
In this lesson we will explore the steps used in Power BI to get from data to dashboards, as well as all points in between.
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Power BI Workflow
A review of the Power BI workflow.
When to use
Developing Power BI solutions follows a linear process that eventually comes full circle. Having said that, you could end up looping back to a previous step at any time to expand the system or correct issues.
The main steps in the development process for a Power BI solution are:
Get & Transform Data
- Power BI can collect data from files, web pages, databases and more
- We have a rich set of transformation tools to clean up the data
- We can refresh any collection and transformations by hitting the Refresh button
- The technology behind the “Get Data” button is also known as “Power Query”
- Commonly known as ‘Modeling’
- Allows us to create links between tables so that data from multiple tables can be used in a single (or multiple) visual(s)
- Measures are portable formulas
- They use a formula language called DAX, which is VERY similar to Excel’s formula language for “Power Pivot”
- Power BI contains a rich variety of built in visuals configured via a drag and drop interface
- All visuals can be customized to make them look good
- All visuals are interactive and cross filter each other
- Custom visuals can be imported if you need more than the “out of the box” supply
Publish, Explore & Share
- Reports can be published to the web
- We can then build dashboards that can be shared with others
- Reports and dashboards are always as up to date as the latest data uploaded
- Refresh can often be scheduled to happen automatically
Hints & tips
- Projects can become slow with too much data
- Try to keep your BI scoped (make several projects, don’t try to solve everything in one)
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