Dashboard link : https://app.powerbi.com/reportEmbed?reportId=cb0e101d-0a47-426d-8b59-cfa948d8e305&autoAuth=true&ctid=e3cb3164-d5be-4d7a-8fc6-7a9298efc8d7
In this project, we aim to create an interactive and insightful report using Power BI. The report will cover various aspects of the Adventure Workspace data, providing valuable insights through different visualizations and analysis techniques. Data Transformation through Power Query Editor
- Action: Combine columns into one.
- Steps: Transform (existing) / Add Column (new column) → Merge Columns
- Action: Organize data in ascending or descending order.
- Steps: Home → Sort (A-Z / Z-A)
- Action: Combine rows from multiple tables into one.
- Steps: Home → Append Queries → Append Queries as new
- Action: Combine columns from different tables.
- Steps: Home → Merge Queries → Merge Queries
- Example: Merging columns from [f-sales] and [d-product] using [productkey] as a common column.
- Action: Summarize data.
- Steps: Transform → Group By
- Action: Swap rows and columns.
- Steps: Transform → Transpose
- Action: Reverse the order of rows.
- Steps: Transform → Reverse Rows
- Action: Count the number of rows.
- Steps: Transform → Count Rows
- Action: Change the case, trim, clean, or add prefixes/suffixes.
- Steps: Transform → Format (lowercase / UPPERCASE / Capitalize Each Word / Trim / Clean / Add Prefix / Add Suffix)
- Action: Fill down missing values.
- Steps: Transform → Fill → Down
- Action: Fill up missing values.
- Steps: Transform → Fill → Up
- Action: Transform columns into rows for analysis.
- Steps: Transform → Unpivot Columns
- Action: Split a column based on a delimiter.
- Steps: Transform → Split Column → By Delimiter
- Action: Split a column based on position.
- Steps: Transform → Split Column → By Position
- Action: Extract meaningful data from JSON.
- Steps: Transform → Parse [JSONResult] → JSON
- Action: Build a calendar table to use dates as a primary key.
- Steps: Add Column → Day → Name of Day / Month → Start of Month / Month → Name of Month / Year → Year
- Action: Create a column based on conditions.
- Steps: Add Column → Conditional Column
- Action: Create custom calculations.
- Steps: Add Column → Custom Column (e.g., generated Revenue)
- Action: Create and use a custom function.
- Steps: Home → New Source → Formula Bar { =(Price as number, Quantity as number) => Price * Quantity }
- Action: Create columns based on examples.
- Steps: Column From Examples → From All Columns
- Action: Combine multiple files into one.
- Steps: Home → New Source → Folder → Select Path → Transform & Combine
- Action: Track and manage changes.
- Details: Any deleted column in Power BI will be reflected in Power Query Editor with a step added to [Applied Steps] in [Query Setting].
- Schemas:
- Star Schema: Fact table (descriptive data) and Dimension table (quantitative data).
- Snowflake Schema: Used for normalization to reduce redundancy and improve data integrity.
- Model View: Edit relationships and always use primary keys for accuracy. Avoid two-way filters with multiple fact tables.
- Examples: Creating calculated columns and measures.
- Functions:
- IF: Conditional statements.
- SWITCH: Multiple conditions.
- RELATED: Fetch related values from another table.
- SUMX: Sum of an expression evaluated for each row.
- CALCULATE: Evaluates an expression in a modified context.
- DATESYTD, PREVIOUSMONTH, DATEADD: Time intelligence functions.
- Visualizations: Line & stacked column chart, doughnut chart, stacked bar chart, map, matrix, gauge chart, KPI, slicers, line chart (trend and forecast), area chart, tooltips, and more.
- Interactivity: Drill through, bookmarks, action buttons, custom visuals (e.g., scroller), Q&A, sync slicers, key influencers, decomposition tree.
- Steps: Home → Publish → Save → Open in Power BI Service.
- Details: Bridges gap for automatic data refresh between local and online data. Install gateway for scheduled refresh.
- Details: Refresh only the latest data instead of the entire dataset, saving time.