Power BI - Creating your Datasets Tutorial

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This tutorial will help you understand how to create your datasets using Microsoft 365.

2:26
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Available in Microsoft365

Objectifs :

This video aims to guide users through the initial steps of creating a dataset in Power BI Desktop, including connecting to various data sources and importing data effectively.

Chapitres :

Introduction to Power BI Workflow
After completing the introductory videos, we are now ready to begin the workflow as previously defined. The first step involves creating the dataset that will be utilized in Power BI Desktop.
Connecting to Data Sources
To start connecting to data, launch Power BI Desktop. If you have already passed the welcome screen, navigate to the Home tab and select 'Get Data'. This action will display various data sources available for connection.
Types of Data Sources
Power BI Desktop can connect to a variety of data sources, including: - Data files - Databases - Online services - Webpages Additionally, you can connect to a folder to import data from multiple files simultaneously.
Establishing a Connection
Select your desired data source and click on 'Connect' to establish a connection. Depending on your selection, you may need to search for the source on your computer or network, or authenticate your query to connect to a service.
Using the Navigator Window
Once Power BI is connected to the data source, the Navigator window will appear. This window displays the tables or entities available from your data source. After selecting the tables you wish to use, you will have two options.
Importing Data
You can choose to import the selected tables directly by clicking the 'Load' button. This allows you to limit the data to what is relevant for your analysis. In this case, the Query Editor will be introduced for further data manipulation.
Combining Data from Multiple Sources
Power BI Desktop also allows you to combine data from several sources into a single report. To add sources to an existing report, select 'Edit Queries' under the Home tab, then choose 'New'. The 'Get Data' window will open, allowing you to repeat the data import operations.

FAQ :

What is Power BI Desktop used for?

Power BI Desktop is used for data visualization and business intelligence, allowing users to create reports and dashboards from various data sources.

How do I connect to a data source in Power BI Desktop?

To connect to a data source, launch Power BI Desktop, select 'Get Data' under the Home tab, choose your data source, and follow the prompts to establish a connection.

What types of data sources can Power BI Desktop connect to?

Power BI Desktop can connect to a variety of data sources including data files, databases, online services, and webpages.

What is the purpose of the Navigator window in Power BI?

The Navigator window displays the tables or entities from the connected data source, allowing users to select which data to import into their report.

Can I combine data from multiple sources in Power BI?

Yes, Power BI Desktop allows you to combine data from multiple sources into a single report, enhancing your analysis capabilities.

Quelques cas d'usages :

Sales Reporting

A sales manager can use Power BI Desktop to connect to sales data from multiple sources, such as Excel files and SQL databases, to create comprehensive sales reports that visualize trends and performance metrics.

Marketing Campaign Analysis

A marketing analyst can import data from social media platforms and web analytics tools into Power BI Desktop to analyze the effectiveness of marketing campaigns and make data-driven decisions.

Financial Performance Dashboard

A financial analyst can combine data from various financial systems into Power BI Desktop to create a dashboard that tracks key performance indicators (KPIs) and financial metrics in real-time.

Project Management Reporting

A project manager can use Power BI Desktop to connect to project management tools and databases to visualize project timelines, resource allocation, and budget tracking, improving project oversight.

Glossaire :

Power BI Desktop

A business analytics tool by Microsoft that allows users to visualize data and share insights across their organization or embed them in an app or website.

Data Set

A collection of related data that can be used for analysis and reporting in Power BI.

Get Data

A feature in Power BI Desktop that allows users to connect to various data sources to import data for analysis.

Navigator Window

A window in Power BI that displays the tables or entities available in the connected data source, allowing users to select which data to import.

Query Editor

A tool in Power BI Desktop that allows users to transform and clean their data before loading it into the report.

Edit Queries

An option in Power BI Desktop that allows users to modify existing queries to change how data is imported or transformed.

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begin the workflow as previously defined.

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The first step consists in getting data

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to create the data set that you are going to use in Power BI Desktop.

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When you launch Power BI Desktop,

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you can click on Get Data on the welcome screen to begin connecting it to data.

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If you have already gone past the welcome screen,

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you can select Get Data under the Home tab.

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The various data sources will then be displayed

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and you will be able to choose one.

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Power BI Desktop can connect to a series of data sources,

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data files, databases, online services, webpages, etc.

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It also allows you to create data directly by choosing Blank Query.

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You can also connect to a folder to import data from

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several files at a time.

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Select a source and then click on Connect to establish a connection.

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Depending on your selection, you will be invited to

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search for the source on your computer or network

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or to connect to a service to authenticate your query.

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Finally, regardless of the data source you choose,

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Power BI will connect to this source and present the available data.

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Once Power BI is connected, the Navigator window will appear.

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The Navigator will display the tables or entities of your data source

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and you can click on one of them to get an overview of its content.

00:01:31

Once you have selected the tables that you wish to import into Power BI Desktop,

00:01:36

you will be given two options.

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You can choose to import them directly

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by selecting the Load button in the lower right corner of the navigator

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or you can select Edit to make changes to these tables

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and filter the data before it is imported into Power BI Desktop.

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That way, you can limit the data to what interests you.

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In this case, the Query Editor which we will introduce

00:01:59

in the following videos will open.

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Finally, Power BI Desktop can combine data

00:02:06

from several sources into one report.

00:02:09

To add sources to an existing report,

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select Edit Queries under the Home tab,

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then select New Source in the Query Editor.

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The Get Data window will open.

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You can then repeat the data import operations

00:02:22

that were presented previously.

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