Data Analytics With Power BI Full Course 2026 [FREE] | Power BI Tutorial For Beginners | Simplilearn

What if you could take raw data from Excel or CSV files, key net, connect it, analyze it, and turn it into dashboard that instantly tells the real story behind the numbers. That is exactly what PowerBI helps you do. Hey everyone, welcome to this course on PowerBI for data analytics. Today, data is everywhere. Every business tracks sales, customers, operations, marketing performance and financial result. But collecting data is the only first step. The real value comes from knowing how to prepare the data, analyze it properly, and present it in a way that help people make smarter decisions. And that is exactly what this course is all about. This course is designed to help you understand the complete PowerBI workflow from connecting data and cleaning it all the way to building reports, creating advanced calculations, and publishing dashboards for others to use. You will learn how to work with different data sources, transform messy data sets, build relationships, and create visuals that are interactive. So, it's not just about learning how to make charts. It's about learning how to turn raw business data into meaningful insights that people can actually act on. Let's look at the agenda now. First, we'll understand the basics of PowerBI, its interface, and how it fits into today's datadriven business world. Next, we'll learn how to connect PowerBI to data sources like Excel, CSV files, and prepare the data for analysis. Then, we'll be exploring data transformation and modeling, including cleaning data, merging, and appending queries, and also building relationships between tables. After that, we will move into DAX and learn how to create calculations, measures, hierarchies that help us analyze data more effectively. Finally, we'll be building reports and dashboards using charts, cards, filters, and formatting options and then understand how to publish and share reports for collaboration. Also, if you're interested in boosting your career in business analysis, do not forget to check out our AR powered business analyst course. This is perfect for professionals who are looking to enhance their skills with the latest tools like PowerBI, Excel, SQL all while gaining hands-on experience with real world projects. You will be learning how to leverage generative AI for smarter, faster decision-m. Our program is IAB Babok B3 aligned and it will help you prepare for certifications like CBA, CCBA where you will engage with 10 plus industry projects, 40 plus practical activities and benefit from live online sessions led by experts. Plus, you will get a job assist program that will help you land your next big role. So, what are you waiting for? Hurry up and enroll now. The course link is mentioned below. So, before we get started, here's a quick quiz question for you. What is one of the main purposes of PowerBI? To design mobile apps, to turn raw data into reports and dashboards, to edit photos or to write backend code? Let me know your answers in the comment section below. Okay. So there are four different product that are there in the market from Microsoft. Okay. So what are the four different product that are there? One different one product is the Microsoft desktop that is we have downloaded right now. So why this product will be used? any report any report that we will be developing okay will be developed in this tool. So what is this Microsoft PowerBI desktop? It is a tool that we have downloaded in our local system to develop the reports. Okay, that is first thing. The second thing is PowerBI service. This is not written completely but it is PowerBI service. What is PowerBI service? So guys once you have developed this report, this report will go on server. Okay. The PowerBI service is nothing but it is the server where your report will be published. Okay. and your users will and your users will use the report on this service. The third component of PowerBI is PowerBI mobile. What is this PowerBI mobile? The PowerBI mobile is the desktop and service. Both are the web based and the laptop based. But what if you want to use your report on mobile? If you want to use your report on mobile, there is one PowerBI mobile app. Okay. So that is PowerBI mobile. Embedded is something that we will cover a little later. But embedded is have you ever seen in the websites in the websites there are some graphs that are appearing. Okay. On the website there are some graph appearing that shows the trend or that shows the percent of total. So that is called PowerBI embedded. Embedded means in the website you are embedding your graphs. So that is the advanced concept we will cover but there are four offerings from PowerBI desktop service mobile and embedded. Most use will be the desktop. The second will be service. Third will be mobile and fourth will be uh embedded. Okay. So if there is any difficulty in understanding the high level of it, let me know please. If there is any difficulty in understanding high level of it, let me hope there should be no issues. Okay. Now moving along embedded sample the uh embedded sample like I mentioned I will take it but towards the third or fourth session. Embedded is when you have developed everything and then you embed it in a website. Okay. But we have not developed anything yet. So how can we embed? Okay. If I'm trying to explain, if I will uh explain this example embedded, we'll not be able to understand right now. Okay. Okay everyone. So now the next thing that we will be understanding is the PowerBI desktop architecture. Okay, very important thing. Please make sure you understand it in detail. Okay. So what is there in the PowerBI architecture? PowerBI desktop architecture. How PowerBI desktop works? Okay. So there are there are n number of data sources that are there in the market. Okay. There are 100 plus data sources that are there in market. The Salesforce is there. Microsoft SQL server is there. Red shift is there. So in the PowerBI desktop only you connect to PowerBI desktop only you connect to these data sources. Okay. So first is the data source. Second is you connect to the PowerBI desktop the data source. The third thing is PowerBI service. Once everything is connected, one everything is developed, you publish it in the PowerBI service. Okay. So if I develop a report, if I want to share it with the broader audience, I will publish that on the service. Now the most important thing here to understand is the gateway. What is this PowerBI gateway? Now let me frame some example. I'm first drawing a example. So just give me 20 seconds. On 28th of Feb. Okay. On 28th of Feb, I extracted the data of sales. What I did? I extracted the sales data on 28th of Feb. Now what I did is I created a report on top of the 28 FB data. Okay. What I did next is I created a report on this 28 Feb data. Okay. Now the next thing is I publish this report on the cloud. what I did I published this report on the PowerBI service. So a question to everyone of you if I am watching this report on 10th of March. Okay, if I am watching this report on 10th of March on the PowerBI service, will the data be updated? Will the data be updated or not? Will the data be updated till 10th of March or not? So the answer is it depends. Okay, it depends. Why it depends guys? Because there are two connection mode in PowerBI. Okay, think I mean try to understand this very properly. in the PowerBI desktop. When you create the report, now when you create report, what happens is uh yeah, when I create a report, what happens? I pull the report locally. I pull the data locally. Okay. So, a snapshot a snapshot of the data is pulled locally. Okay. and then on the top of the that data a report is created that I publish on the service. This is the first way. The second way of doing it is I connect live to data. I connect live to data these data sources and then publish the report. Okay. So the first way is the first way is Yep. So the first way is I can create locally. Okay. The second way is the second way is I can use the uh direct query. Okay, I will explain you in some seconds. So what happened guys when I create a report. Okay, for example, I am creating a report in desktop. There are two ways how I can connect to data. The first way to connect to data is I bring the data locally to the report. What I did? I bring the data locally to the report and then I create the report on top of it and publish that on the service. Understood? What I did? I brought the data locally into the report create a report on top of it and then publish it. The second way is The second way is I created a connection. What I did I created a connection to the database. I created what a connection to the database then created a report and then published on the service. So both ways we are publishing on the service but one time we are bringing the data locally in the environment. Second we are utilizing the connection. Okay. Is it clear till now? Locally means in your desktop. Locally means in your desktop you are importing the data. So for example like you download a file now there are some files on the shareepoint you download the file like you download the song or you download anything any image in the phone. So that image is in your phone. Okay that means local correct. So what happens guys in the first case? In the first case, the data is not updated. The data is not updated until and unless you force it to do. Okay. So when you are using locally or I would say you are importing the data, importing is also a good word. When you are importing the data, you are not creating a connection. In that case, PowerBI data is not refreshed on the service automatically. Not refreshed on the service automatically. Why? Because you have imported till 28th of Feb only. Correct? And then you publish it on the service. How will PowerBI know that you have to pull the updated data? Correct? How will PowerBI know you have to pull the updated data? So the gateway is the solution. Gateway is the solution to do that. Gateway tell PowerBI service. Gateway tell PowerBI service what? That please keep the data updated. Please keep the data updated. So if I have to simply explain PowerBI gateway, a PowerBI gateway is a intermediate layer between your PowerBI service and the data sources. PowerBI service and the data sources that help us to keep the data updated in the report. Is it understood now? Uh we will lastly synchronous and asynchronous. There are two type of gateway on premises and the off- premises. We will cover that not right now but it is always synchronous to answer your question for rest of the folks. For rest of the folks, is it clear what is a gateway everyone else? Okay. Anoja is saying repeat again. Okay. So I'll repeat very quick. Anoja you have created a report. Okay. What you did is you have imported the data from a database. What you have done? You have imported the data means you have downloaded the data. So if you publish this report on the service on the service, what will happen? Your data will not be updated. Your data will not be updated. Why? because you have downloaded the data till 28th of Feb only. So if you are looking at 10th of March, the data will be old only. The data will be old only till the 28th of Feb. Now how we can update this data? With the help of gateway with the help of gateway. So gateway is the functionality in PowerBI which will help us keep the data updated on the report in PowerBI service. Is it clear now? Perfect. We need to schedule a refresh. NMA I will tell you the option how to schedule but yes okay I will tell you the option to schedule a refresh but it is required you are correct your thinking is correct in the correct direction now allow me 15 seconds everyone uh can you please open the PowerBI desktop can you please open the PowerBI desktop Do you see everyone open the PowerBI desktop? How to open it? If you have not already opened, search for the PowerBI desktop. Okay. PowerBI desktop. It will be opening like this. It will take a couple of seconds. So everyone please go and click a blank report. Okay, there is a option of creating a blank report. Please click on this blank report. Please click on this blank report. So what we are doing is we are creating our first report in PowerBI desktop. Now what we are going to do next is we are going to connect to data. So everyone this is very important step. Okay we can connect to any number of data sources. So if you look at this section, this is the complete data section. Okay. So if you click on this get data, please click on this get data. UIUX server. I'll just uh be able to uh show you the UIUX after the data is imported. Complete UIUX is uh only possible once any small data is imported. So doing that activity only. So everyone of you after the all you can see there are n number of data sources that are there in the uh powerbi desktop. So there are filebased data source. First is the filebased data source. Second is the uh database type data source. Okay. Let us first know what are the different type of data sources. If you click here on the file base, if you click here on the file base, you will notice that there are Excel, text, CSV, folder, PDF, park, JSON or the SharePoint. So what is this? What are the filebased data sources? So pile based data sources as the name suggest are the data sources which are in the form of files. So you can have a excel file in your desktop. Correct. You can have a dot CSV file in your desktop. You can have a PDF file in your desktop. So any data set that can be stored as a file is called a filebased data set. Okay. So you can connect to this filebased data set from this navigator. Second is a database. I'll give you a very highle overview of database. What is a database? So a database is a storage engine. What is a database guys? A database is a storage unit. I would say storage unit of a organization. So for example everyone if I am working for a organization that is called Hindustan Union Limited. I'm just taking a rough example. I am working for Hindustan Union Limited. Now if you talk about that company that company has sales se sales uh department correct that company has the IT department that company has the supply chain department correct and likewise that company can have any number of department okay can have any number of department so these all department are generating the data these department are generating getting the data million of rows daily. Million of rows daily. So that data is stored in a place that is called a database. So a database is a space where every record of a organization is saved. Now there are different different database that exist in market. Okay. So if you talk about the messaging apps for example let's take a messaging app example we have WhatsApp correct we have WhatsApp we have hike okay we have then snapchat okay so there are n number of options that are there in the market so similar to that for the database also a organization can choose from the n number of options so You can connect those n number of options from this database example. So if you click on database you will see IBM DB2, Oracle, SQL server, terod data, Amazon red shift. So basically any database you can connect to your UI is different. Manoj you might be on the all. Okay. You might be on the all. Samia everyone is Samia everyone is able to uh hear me correct I guess there is some issue at your end okay so what we will be doing right now we will only be connecting to a filebased data source as of now these examples I will tell you but a little later okay I have one uh like we we need to import this data to explain the UIUX That's why I'm importing it just for the sake of it as of now. So please click on file. Please click on file. What I have done is I have shared one file with you. So please click on text oblsv where you will be clicking text obsv. Let me see what is the extension of that file. Hold on for one second please. Let me hold let me see. Let me see. So okay got it. Now this is a Excel workbook. So please click on Excel and connect. The moment you will click on connect, it will give you a window. Okay. So, please select the file that we have just uh downloaded. Please do that. Please connect to the file that I have just shared with you all. Sample super store updated data. Yes. Okay. uh nimma Microsoft data vers and all I'll explain but we are just connecting to a raw data right now can't go from 0 to 100 on the day one itself so building gradually everyone of you look at this window what this window is called this is called a navigator okay navigator will give you all the sheets that are available in your workbook. Okay. So this is a option of sheets in your workbook. But what is there in the database? Imagine if we are connecting to a database, it will show us the list of all the tables. Okay? In the case of database, what will happen? All the tables will be listed here. If there are 100 plus table, all the tables will be listed. So what we are going to do right now we are going to import everything. So please click on these three 1 2 and three. Please click on these three 1 2 and three. Please click on this and click on load at the bottom. There's a option of load at the bottom. Please click on this. So what happened? We imported the data. What we did? We imported the data for the reporting purpose. Uh this is not in the course repository right now. Uh let me just share it with you again. If you are able to download now, check please. Yeah, load. Could not download anything from the chat. Okay. Uh Okay. Okay. Gopy, do one thing. Do one thing. Uh download from the web. Just download from the web. Meanwhile, everyone, it is loading for you. I'm just telling Gopi what to do. So, please go on the web. Okay. On the web, there is one file. Why it is not coming for me? If you type sample supertore data download, okay, click here. it will give you the uh sample supertore data. So you can go to any of the website and download this file. Go to any of the website and download this file. I'm sharing a link with you. You can go to kegle or you can go to any XY Z website and see there is the data. Is it working for you? If it is a CSV file, please use the CSV option. Okay, I can see that this is a CSV file. So, you can use the CSV option. Try this. If you are not able to sort this out, then we will uh work together. Everyone have you loaded this data set? Once you are done with loading, you will see these three file here. Orders, people and return. You will see these three file. What to select in navigator? There will be three check boxes. Okay. In the front of the file name, there will be three check boxes. Select those. Select all three of them and then please click on load. Now we will look at the UI part of it. Okay everyone once you are done with loading let me know please. Perfect. Okay. So what each section of this UI represent? Okay. The first thing is here this this these three are very important. Okay. So what are these three? Once you hover over this please hover over this please hover over this one by one. The first is the report view. Second is the table view. Third is the model view. What is this? First is the report view. Second is the table view. And third is what? Model view. What do we mean by each one of these? So report view is the UI part of your report. So any visual any visual that you will create will be created here. Okay. So if I will drag any chart from the list of these chart, it will be dragged to which view? It will be dragged to this view. Okay. So this is report view. Any UI element will be dragged here only. My screen is stuck. Yeah. Now the second thing is the table view. If you click towards the very left side, okay, the second icon, it is called what? Table view. Please click on this table view. Please click on this table view. Try to explore with me. I am trying to explore with you. Try exploring with me one by one. Okay. So if you go on this table view guys, it will give you the table layout. Okay. So we have imported what? We have imported order sheet. Correct? The people sheet and the third sheet is the return sheet. So we have imported these three. What it will do? It will show you the data inside these sheets. So it is right now clicked on the order. If you see right now orders is highlighted. If you see it will show you all the orders data. Please try if you are able to see. Uh Dishi uh you are stuck at which point Now everyone of you we are on a table view. Uh Dishi can you please message everyone? That's uh best way to do it. We are looking at the table view. Okay, as the name suggests, table view will show you all the data that is there in your data source. So if I'm clicked on the order table, everything that is there in my order table will be shown as a table. Okay, as a table here in the table view. Uh Dish, have you downloaded the PowerBI Have you downloaded the PowerBI desktop? Okay. So, uh everyone just quickly allow me one minute. Dish follow with me. Okay. You are on this window right now. Yes. Please click on get data. Please click on get data here. Now in the get data I have sent you a file Excel workbook. Correct. Click on this Excel workbook. Connect. Now that Excel workbook you will open. Let me know if you have reached till this window. Okay. Let me proceed. Now in the table view guys what we need what we expect in the table view you will see a excellike interface. So play around around with it. Go and check the drop-downs. You will be able to see the data. Now you will be telling prana what is the use of this? What is the use of this table view? The use of this table view is to look at my raw data. So guys, when I am creating the report, I sometime need to look back to my raw data. So this is the option where you can look. Okay. Now one more thing any filter that you will be applying here any filter that you will be applying here from this will not be saved. is it is only for the UI perspective. Okay. Only for the UI to see the data these drop-down exist otherwise no. Okay. Now I have explained you the report view and the table uh table view. The third view is guys the model view. The third view is what? Model view. So please go on this here model view. Please. Yeah. Uh Dishi please load now. everyone are you able to play in this table view. Are you able to apply the filter and see the data? How to apply is go to these drop-downs and apply. Go to these drop-down and apply the filter. It's the UI uh Excel like UI. Everyone can you please confirm if you are able to play around with this table view. Now moving along model view. What is this model view? So model view is where you will see your data model. Where you will see your data model. Now I would request everyone of you to please open the Excel file that I have shared with you in the Microsoft Excel. Please open this file I have shared with you. Now once the file is open guys please look at the data. Please look at the data. Try to understand what is there in the data. I will first explain to you you only look. Okay. So this is a sample supertore data set. Sample supertore data set is the data where we are looking at the sales figure. We are looking at the quantity, the discount and the profit. So it is the sales data of the different products. So you can see there are n number of products here. Correct? This is Wilson. This is Cardinal. This is Logitech. So there are n number of product. For these n number of product we are looking at the sales. Now once we are looking at the sales what other dimensions we have the product name we have the category and the subcategory of the product we have. So I will filter on one category. You just need to look at the data guys. Don't do in your screen. Please try to look at it. So we have certain category of data. For example, we have the furniture, we have the office supply, we have the technology product. So inside the technology also we have some subcategories. So inside the technology also we have accessories, copers, machines, phones etc etc. Okay. So what we understood right now we have category we have then subcategory and inside a subcategory we have a product okay I will take very one simple example you eat lace in your life correct lace is the chips okay lace is the name of the chips but it come under which segment it comes under the packaged food segment. Okay, if you look at the company level, it come under the packaged food subcategory. But inside the packaged food also, it is coming under the solid food. It is not coming under the beverages. So it is like this only. We have the category, we have the subcategory and the product. Okay. After this each and every product has a product ID. Okay. So it's one to one mapping. One product has one product ID. The postal code, state and region. Let's try to understand these fields. So for example guys, if you visit to some store, if I visit and go for shopping, I purchase one product. But I purchased in which region of the country? I purchased in the west region of the country. The store might be in the east region of a country. The store might be in the west region of a country. So the region tell us which region of the country the uh sale was in, what was the postal code of that region, what was the state, what was the city, the country. So basically demographical information is there in these five to six column. Which information? Demographical information is there in these in these six columns. In the five column that we were talking about the product information was there. Product ID, category, subcategory, product name. Now the next thing is customer information. So if you see customer ID is there correct? Customer ID, customer name is there which contains what? Customer information. Yanic my information. I purchased what was my name? Okay, that is the kind of information. The column A to E tell us the order and the ship date. Okay. So what is the order ID? What is the order date? What is the ship date? what is the ship mode and blah blah. Okay, so this is the orders information. Now look at the return sheet. You see there are order ID and returned. So when you order guys, it happens that sometime you return also. So if there is any order that you are returning, it will be in the return sheet. Okay? If there is any order you are returning, it will be in the return sheet. What is there in the people sheet? If you go to people sheet, if you go to people sheet, the people and region mapping is there. For example, west region manager is Anna, east region manager is Chuck, central region manager is Kelly and the south region manager is Cassandra. So these three sheet contain these informations. Let's move on. Okay. Okay. Not a problem. Uh it was not deliberately might be your questions have been missed. Okay. Uh you selected only technology? Uh okay. Why I selected only technology? It is not returning any filtered result. Okay. So if you look at this, if you look at the workbook, if I select the technology here, it is not applied. The filter is not applied. It's just for the viewing purpose only. That is why that doesn't make any sense. If we apply any filter, uh that was just for the view purpose. Okay. Now, uh everyone are you familiar with the data now? Everyone are you familiar with the data now? Everyone please. Okay. So why I asked this question? Why I ask this question? Now if I ask you how orders and returns sheet will be connected. How orders and return sheet will be connected? The answer will be tell me how if I need to connect the order sheet with the return sheet with the returns sheet how I will connect it? Order ID. Order ID. Yes. Yes. So there is one common field that is called order id. Correct? So if I need to connect these two tables, I need to connect via the order ID. Now similarly tell me if I need to connect order with order with the people, how will I connect? If I need to connect order and people, how I will connect region? Yes, if I have to connect these two the people and the order ID, it will be on the region because that is the common field only. Now there is the relevance of these question. Okay. So this is exactly what is happening in the model view. So if you go to the model view in your in your workbook, can you please go to the model view here? If you see right now the tables are not connected here in a ID in a ideal PowerBI workbook in a ideal PowerBI file. These tables are interconnected with each other which we are going to do tomorrow. Okay, which we will do tomorrow. But this interconnection of the tables is called what? Data model. What it is called? Data model. A data model is the connection of the different tables in the data set based on the common field. Correct guys? Any any difficulty in understanding these three views? They are very important. The page view, sorry, the report view, the table view and the model view. Is there any difficulty in understanding these? Let me know. Okay, seems like there are no other questions. Uh any reason why people and return model shows column column? Okay. Uh night just yeah uh I'll come to that. That is a different thing. Okay. that is a different thing. I will come to that. Uh don't worry about it. That's the part of data transformations. Now, now once we are clear with it, let's move along. Okay. Now, these three are the power uh report view, table view, and the model view. Now, I want you to focus here on this part, this region, please. Please look at this part. What is this? This is the visualization area. So any visual any visual that you are going to create in PowerBI will be available here. So I would request you to please click here on any visual on any visual for now. You don't have to follow my approach. You just click on any random visual. Click on any random visual and drag any random field. Okay. Drag any random field in that visual. Just try to do this. Okay. See if anything is appearing. Play around with it. I want everyone of you to play around with this area. Visualization area. So what is this visualization area? Any chart that I am going to create will be done from this area only. Okay. So for example, I'm creating a profit by region. You need not to create it as of now. You just need to see. So you will see a chart will appear. Now inside this only there is one this formatting area. Okay. There is what? One formatting area. If you click here, if you click on the formatting, click on a visual. Click on a formatting. How this is appearing guys? I click on the visual first then on the formatting. You will see any number of options appearing. Okay. So what this area is doing helping us in creating the visuals and formatting it. Okay. Now I will move along. You need not to focus much on it right now. Okay. The next thing that I want to focus on is the filters shelf. Okay, please look at this filter shelf. What is this? A filter shelf is a area where you restrict your report. Okay, so for example, I have five visuals on this report. Okay, I want to only show these three visuals for the west region. Okay, I only want to uh show the visuals for the west region. So what I can do is I can apply the filter. Okay, for example, a region. I can move this here and select west only. I will teach you all these but just giving you a highlevel overview of each area. So if you need to restrict, you will restrict from here. If you need a visual, you will uh pull from this visualization area. And why we imported the data in the very first place is you can see there is the data pane here. Okay, there is what data pane here. So if you go and expand this, I would request to please go and expand collapse this. Please try. Please try expanding and collapsing this. We have covered the filters. We have covered the visualization. Okay. Now the data. Okay. The important thing about data is you see there are different different icons here. Just keep in mind as of now only just keep in mind as of now there are different type of fields inside my data. Some are measures, some are columns. I will explain it a little later. Just uh telling you to remember only. Okay. Now, uh let us go to the next topic guys. What are the PowerBI desktop components? Okay. So what we are doing right now we are looking at which tool? PowerBI desktop only. Okay. We have not looked on the service. We have not looked anywhere else. So PowerBI desktop inside PowerBI desktop there are three component. The three component are first is power query, second is power pivot and third is power view. Okay. Now let us try to understand what each and every component does in the power powerbi desktop. Okay. Let's talk about the first component. The first component is powerbi desktop. Uh sorry power query. The first component is what? Power query. What do we mean by power query? Power query performs the data transformation. It store the result in a excel file or in a power pivot model. So what you can understand from power query power query is the subp part of PBI desktop. PowerBI is the subp part of PowerBI desktop that help us to perform the data transformation. What it help us in doing data transformation? So what do we mean by data transformation? Everyone of you is my screen not shared. Hold on one second. Okay. So what do we mean by data transformation? Data transformation is very important step. Okay. Let me give you one or two examples. Let me uh give you a couple of examples. Okay. So for example, for example there is a column age okay there is a column age in the file I am taking the example in our file it is not there okay so age contains the value like this I'm just writing some sample values okay 10 15 12 -3 -5 14 and 20. Just tell me tell me two things. Are these two values -3 or minus5 valid? Are these two values valid? -3 and minus5 for the age column. Correct? It is not valid. Then then my second question is how to remove them? How to remove them? You might not be knowing this. Okay, you might not be knowing this. Now the answer is data The answer is data transformation. So what do we mean by data transformation? Data transformation means we just remove the data that is not needed or we perform some operation on the raw data. Data transformation means we perform some operation on the raw data so that it is useful for our reporting. Now these transformation are done using power query. Power Query can be open via this option. Let me tell you. So everyone of you do one thing. Can you please click on this transform data here? Can you please click on this transform data here? Yes. So we need not to do anything on it can't be possible that Samsung if you click on the transform data this option is not open. So if you click on this transform data it will shortsh short open a new window where you need to click on is here transform data on the top. So what it will do it will open a new window. So guys just you need need not to do anything on this as of now. I am telling you this is power query interface. What is this? This is power query. So you can you can crunch your data here on this window. Okay. You can do any operation. You can remove the first row. You can merge. You can append. You can do any number of steps. Okay. But we will be doing that tomorrow. That is the part of tomorrow's class. I was just showing you how to do it. Now you can close this from the top. Close this please. We have covered power query. So power query data transformation will be done. The that is one subp part of PowerBI desktop. Any doubts? Okay, no doubts. Uh Samson, I'll help you out in some seconds. Okay, I'll help you out out in couple of minutes, maybe not seconds. Uh because this is not a blocker. I'll give you the screen share in some time. The row what you had with chart like was not there. Not a problem. Not should be done in query editor. Yeah, it should be done in query editor. not a problem is not there though right now it's fine we will cover each and everything but gradually okay now second thing is everyone the power pivot what do we mean by power pivot power pivot means performing the data modeling what power pivot does it perform the data modeling it build the relationship it create the user definfined field. So only remember this one line from me. Power pivot help us to create a data model. Okay, power pivot is the sub area of PBI desktop which will help us in creating a data model. So remember we looked at which area? This data modeling area. Correct? We looked at this data model view now. So this data model view is the area where power pivot will be automatically applied. What I'm saying it will be automatic applied. We need not to apply this. Okay. So when we will be creating the relationship power pivot will be automatically running in the back end like we were doing in the transform data we were doing separately. Here we need not to do separately. It will be doing itself in the back end. Okay. Now the third component, the third component is the power view. Okay. What is the third component? The third component is power view. Power view help us connect to different data sources, create view and add interactivity. Okay. So how power view will be used? It will be automatically used again. It will be automatically used in the report view. The moment you will be creating a visualization, the moment you will be dragging a filter power view will be automatically used. So in short in short you will be using the power query okay you will be doing it but power pivot and power uh uh view will be used by itself okay now I'm going again on one PPT and I want you guys to read it please every one of you meanwhile I'm looking at the doubt sections Okay. So, Vasi I said that we will be using the power query. Okay. We will work on the power query. In the power query, we need to interact. That is why M language is written here. Okay. You mentioned we will work on the power query alone and pivot and view will be reflection of that by itself. I have mentioned the M language inside the power query. Correct. Power pivot and view will work by itself. But in the power query we need to interact. Correct? Is it clear to you? Was can you please uh respond? DAX we will use in P. So what I intended to tell you at that time is anything that you will be doing while creating the report you will not be opening a separate tool. In the case of power pivot and the power view, a separate tool will not be opened. But in the case of power query, a separate tool will be open where you need to perform the data transformation separately. But uh in the PowerBI desktop, if you are creating DEX, the Power Pivot will be in uh called itself. Okay? If you are doing drag and drop, Power View will be called itself. Is it clear now? Is it possible to publish a dashboard using PowerBI desktop? Is it possible to publish using PowerBI The answer will be yes. The answer will be yes. You will publish to the PowerBI service. The answer is yes because you will publish to the service. Okay. But from the desktop, you will publish from desktop to service. Okay. So if you go and see in your workbooks, there is a option called publish here. Can you see there is a option called publish here. So clicking this option in the PowerBI desktop will help you publish to the PowerBI service. Okay. So answer will be yes. Now let us move forward. Allow me one minute please. Now tell me this. Which type of device can be used to access a dashboard designed using a web layout? designed using a web layout. The answer is C. Okay. Why the answer is C? Because anything that is designed for web layout will be accessible in mobile also. Okay. Anything that is designed for web accessible in mobile. I'll give you one example. So you have seen many sites open in mobile. If you talk about any website they open in mobile but there is a option of request desktop site also. For some of the website if you open in mobile now sometimes there is option of request desktop site also. So the option the website that is open in the desktop will be open in the mobile and vice versa. Okay. Now, what are the key takeaways? Uh let me know if there is any doubt in these. Let me know. Okay. Just look at these pointers. If there is any doubt still let me know. So what are the key takeaways of this session? We have understood the concept of business intelligence. We understood the basic architecture of PowerBI where we understood the gateway, the uh connection to data sources, the PowerBI service and desktop. Now after that we installed the PowerBI desktop and look at the subcomponents of PowerBI desktop. So I think so there should be no doubt in these topics. So now we will uh talk about the various terminologies of PowerBI. Okay. So the first terminology that we will be covering is a data set. What do we mean by a data set? So anything that we will be importing as data in PowerBI desktop will be referred as PowerBI data set. So if you look at the formal definition of a data set, the formal definition of a data set is collection of data. It is what? A collection of data which you connect to or import from. Okay. So in our case what is the data set? Our data set is Excel. We have connected to which workbook? Excel workbook. So Excel is our data set. This data could be placed in a single database or may come from the diplate source system. Look at this very very good example. Okay. So right now what was happening all the three sheets correct order and the returns and the people these all three were coming from a single database correct single database means Excel only Excel was there but it might also happen that one file is coming from Excel and the second file might come from a database. ASE. Okay. The database could be Amazon. For example, this orders data is coming from which Excel and this returns data might be coming from the Amazon database. So it can very well happen interoperability between the data set is there in PowerBI. Now what is this third thing? The field section in the PowerBI desktop shows available data set. So we have not covered field as of now. Everyone if you go to your PowerBI please go to your PowerBI everyone. So this entry this city country customer ID every single field every single uh name here is called a field. So what is a field? A field is a column of a data set. A field is what? A column of a data set. Now you can use the data in this data set as parameters and new measures and columns. For now, ignore this line. You will not be able to understand this. Okay? Or you can use this to create the visuals. So what is a data set? In short, a data set is a collection of data from one or multiple data sources. Okay, these data set will have the information in fields and we will be using the data set to create reports. So any doubt in this data set please everyone read the definition of the data set. Now let us move to the next thing. So what is called a report? A report is a collection of one or more pages of visualizations. Okay. So if you go to PowerBI, if you go to PowerBI, everyone notice at the bottom of the screen there is page one. Here is plus icon. So if you click click on plus icon, if you click on plus icon, there are multiple pages created. So what is a report? A report is a collection of multiple pages. A report is what? A collection of multiple pages. Okay. Now moving to the next line. In PowerBI desktop, you can see tabs in the bottom while viewing a report. Correct? The tabs are the additional pages of a report. Correct? We just saw that. And you can add, rename and duplicate. So it's easy to understand. Now the next thing is visualization. So what do we mean by visualization? Visualization means visual insight of data can be viewed using various building functionalities known as visualization. So visualization means we are looking at the insights. Okay, we are looking at what insights from the raw data. This can anything be ranging from a map to a tile to a matrix. It can be anything. So if you go to visualization area here you can see the visual can be anything. the stack bar chart, column chart, the table, the decomposition tree, etc., etc. So, you can create basically any Uh Vasi the questions might not be exactly on the definitions but you should have a fair understanding of each and every concept because while asking the question they can refer to any terminologies and there can be confl conflicting terminologies. So you should have a fair understanding of each and every terminology. For example, let us take aamam let us take example of report and dashboard. Okay, we just saw report on the previous page. Now what is a difference between a report and a dashboard? The only difference between the report and a dashboard is report is multiple pages. Okay, if there is a multiple page then it is called report. If this is a single page then it is called a dashboard. So what is dashboard? Dashboard are created from a subset of data set and customized as per business requirement. They will always be single page. So let me rephrase this. So dashboard are what? Dashboard are the subset of report. They will always be single page. Okay. and they will always be created on PowerBI service. Okay, the dashboard cannot be created on the PowerBI desktop only created on PowerBI service and single page parameter and custom visual. Let us not take this. I want everyone of you to please read this DAX uh definition. Can you please read this DAX definition? Deepa I'll explain in some seconds please uh can you please everyone can you please read this tax definition meanwhile I'm explaining deeper the dashboard definition so deep the dashboard is something that we create on powerbi service okay it will be a single page report okay it will be what a single page report created on powerbi service. How it will be created? Either it will be created based on the data set that is already published on the PowerBI service or it will be created using the report already published on the PowerBI service. Okay. So it will be a single pager report created on PowerBI service. I will I will create a dashboard in the session number five. Okay? So don't worry about it. I'll explain you this in detail. Meanwhile, everyone have you read the definition of DAX. So what is DAX? DAX is the functional formula language of PowerBI desktop. So basically every formula that we write will be using the DAX internally. Okay. Internally or explicitly we can explicitly write it or internally it will be using the language that is called data analysis expression. The function used in Excel are like DAX functions though DAX offer much more functionality. So this line everyone of you so you guys might be aware of the functions in Excel. You might have written equal to sum or equal to average. Have you ever used these kind of functions in Excel? Equal to sum, equal to average or like this. Similarly to this, we have the functions in DAX also. So if I have to write the DAX, we will make use of function. Here it is given a very simple example of today's date. So for example if I have to create today's date. For example I have to create what? Today's date. So I will be using today's date equal to equal to today. Just I will use the today function and we will be able to create today's day. Okay. when it will be processing it when this part will be processing it will be giving me what 28th Feb okay if I'm running it today it will give me 28th Feb if I'm running this report tomorrow it will be giving me 1st of March so that is DAX for you now it is important next thing is drill it's a dynamical formula yes it's a dynamical formula it evaluates in the context given So Mohit uh when we will be diving deep into DAX in the session number three you will understand this much better. It is dynamic one. Now the next thing is very important. This is called drill down. Okay drill. So for example I'll give you a uh basic example. I am showing the data. Okay. For example guys, for example, I am showing the data like this. There is category in our dashboard. Correct? There is category in our dashboard. Then there is subcategory in our dashboard. Okay. Then there is what subcategory in our dash in our uh data. Okay. Okay. Now the second thing that we covered is the table view. Okay. Whatever the data you have imported in PowerBI will be visible in the table view uh by default. Okay. You can play around with the data and see how the data looks like. Okay. In the model view we have seen whatever data we have imported how it uh is related to each other. We will discuss more upon it. So in the model view we are looking at the uh relationship between the different tables that we have imported and this model view uses which component the option there are three options. So guys tell me this model view uses power pivot or power power query power pivot power query or power view. Tell me which one it uses. That's a question to everyone of you. If I talk about the modeling, which component of the PowerBI it uses? Uh Samson, I'll be ask I'll be clearing the doubts one by one. So allow me some time, your doubt will be clear. So that's a power pivot. Yes. So everyone, it is power pivot. Okay. So that was what we were majorly covering. Okay. Now one more thing that we have covered yesterday is importing the data. So I would request everyone of you to start from the scratch. Okay. Yes Shrihan. So we are starting from the scratch. So have you downloaded the PowerBI desktop? Okay then you can follow me. Okay guys, if you have downloaded the PowerBI desktop, there was one more person who had the first session today, Kavita. So Kavita, you you also have the PowerBI desktop in your system. Perfect. Then you guys will not be missing much of the content then. Okay, mostly the content will be repeated. Now everyone of you, we are going to create a blank report. So please click on the blank report. Please click on the blank report. Now in the blank report, let me explain you what each and every data component here depicts. Okay. So let me tell you about get data. So get data is the main component where you can import any data set from. Okay, you can import any data set from this button. Second button is Excel workbook. So if you need to connect to Excel workbook, it's a shortcut kind of thing. Okay, if you want if you want uh to connect to Excel directly, click on this button and you will be able to connect. The third option is one one lake catalog. So there are one lake option. There is a database that is called one lake. That database can be connected directly from here. So what are these buttons? These buttons are nothing but they are the uh options to do the connections to our raw data. There is one option that is particularly interesting. Okay, that is called the enter data. This option is enter data. What do we mean by enter data? Enter data means you can type your data and that data will be stored in PowerBI. Okay. For now, for now, we will be using get data only. As of now, we will be using the other option of enter data little later in the session. Okay. So, please click on get data. Everyone of you please click on get a data. Now yesterday I opened one PPT. Hold on for one second please. So this slide uh tells you what are the different data sources supported in PowerBI. So there are roughly about 60 different type of data sources that can be connected from PowerBI. Okay. To name a few, we have the Postgress SQL, we have the IBM DB2, MySQL, Oracle and Excel type of data. Now we have to understand this thing very very well. Okay. There are two type of connection. one is data import and one is connecting live. Okay, I'll explain this concept in next 2 minutes. But uh just think of the connection as of two types. One is the import mode. Second is the live connection. I'll explain you in some time what these type of connections are. Now inside this you see file are there, database are there. I explained you these two yesterday. What are the file? what are the data sources but what I didn't explain yesterday is the Azure power platform online services and other okay so what are these options there are many tools that are available in market out of those tools one is what Microsoft Azure so if your data if your data the base data is in the Azure systems then you can connect from here. So if I click on Azure you can see there is Azure SQL database, Azure blob storage or any services that is using the Microsoft Azure tool you can connect from here. Okay. Now the next thing is power platform. In the case of Power Platform we have the data flows we have the data flows legacy. So what I want to say is you don't emphasize much on it. It is organization to organization basis. My organization the one that I am clear right now working in is using the snowflake. Okay. They are using the snowflake database. For some of the data uh some of the company it might be Azure SQL database. So you see Azure SQL database. For some of the companies it might be Oracle. So you can connect to Oracle database. So it's how your company is using which database. In our case we have a Excel file. What we have? We have the Excel file. So what you are going to select? You are going to select Excel workbook and hit connect. Now please select the file that I have shared with you. Okay. So please click on sample supertore updated data. What's the file name in the repo? It is sample supertore. It is sample supertore. I'll share the file once again. Go. The file name is sample super store updated data. Mo you might have joined a little late. So may I know what will be the agenda for today? The agenda for today will be majorly power query. Okay. So we will be understanding the ETL part of PowerBI. How do we transform the data and make our data reporting ready? So this is what we will be covering today only. Okay, we'll not be creating any visuals as of now. Visuals will be covered in the third or fourth session. Today we'll be just looking at the data crunching. Now everyone of you the same step like we followed yesterday. We will be selecting these three sheets. 1 2 and three. Please select these three sheets. Please select these three sheets. Now there are two options. One is load data at the bottom and there is transform data at the bottom. Let me explain you what each component means. The files which you have shared it it was in the same name like week one two and sample source super data. Yeah. Is it uploaded under the photo? Yes it is uploaded. So learners you can check it under the session materials. So whoever is facing the issue just click on the session yesterday session and you can scroll down you can see session materials and uh you will be able to get all the files. So uh Krishna it will be in the session materials of yesterday. So if you check the yesterday's session it will be in the session materials. please check and confirm if it is there. Rest of the folks can confirm it is available there. Okay. So everyone of you I was explaining you two things. One is load and one is transform. So what do we mean by load and what do we mean by transform? If we load the data directly, the data is seen here in the view. Okay. If we load the data directly, your data will be visible here towards the right hand side of the screen. But what do we mean by transform? If we want to perform some operations, okay, some operations on our data, then it will be the transform data. So I use the term EP L a lot. E T L A lot. So I like to explain what is ETN and what are data transformations. Okay, we will be on this window only right now. So first of all, what are the data transformations? Let us look at couple of examples. So in the case of data transformation some of the data transformation could be renaming okay renaming a column. So for example we are having a column that comes by the name of column one and column 2. You are seeing here now there are the column coming by the name of column one and column 2. But this is not acceptable for reporting. So renaming is one kind of transformation. If we want to filter then we can do the filtering. If we want to do the aggregation okay we we want to do the sum etc we can do the sum and all on the power query layer. So what we we can safely assume if we want to transform our data okay if we want to transform our data to make it reporting ready it is called the data transformations. Now data transformation include three things. Okay. Data transformation is done using the three steps. One is extract. Okay. One is extract. Second is transform and third is load. Okay. So what we were doing what we were doing yesterday we extracted the data. Extract means you connect to the database. Okay, extraction means you connect to the database and you pull the data from a database. Correct. So when we connected to Excel file that was what step extract okay third second step is transformation third is load. So what we are doing that from load is directly we are loading the data for our reporting use. But what do we mean by transformations? I just explained to you if you want to crunch the data that will be the data transformations and it is always used by every PBI developer. Okay. So data transformation is a three-step process. Extract, transform, unload. Right now what you will be doing is select these three options orders, people and return. Now transform the data. Where you will click transform the data? Click here please. Perfect. Okay. So, what is this? This is a separate tool that has opened. So, you can see power query editor at the top. What is this power query editor? This tool will help us do the Now, let me tell you a quick uh let me give you a quick uh navigation uh sorry tutorial about the navigation of this. Okay. On the left hand side of it, this part, this part will show you the query. This part will show you query. So what do we mean by query? What do we mean by query? Query is a table. Query is nothing but a table. So we imported three tables. Order, people, and return. They are nothing but the tables that we have imported. Okay, the next part applied steps important part here. So if you click on orders, I would request everyone please click on orders here. Okay. Now orders under orders you will be seeing something like this. Query settings. Okay, you will be seeing something like this. What is this? Each and every query has some query settings where the name of the query is there. So our query is orders and very important thing guys applied step sections are there. So what are these applied steps? Applied step means when we connected when we connected to our database when we connected to our database from power query from power query power query did what steps okay power query did what steps to connect to this order table in our database. So this order table was residing where in our Excel. So what uh power query did it navigated to source it navigated to source in these two step and promoted the headers. You need not to understand this in detail. Okay. Right now some queries have the by default step. So you will see inside each queries there will be some steps by default. Please navigate here in order people and return. Try to click around it and you will find that there are some default steps here. Now there are two things I was telling you one is data import and one is connecting live. Okay. Now what is data import and what is connecting live? I will draw one example. Okay. So let me go to my data sheet and open a blank property. Okay, open a new slide here. So, what do we mean by import and what do we mean by direct query? For example, guys, there is your database. I work in which company? Hindustan Uni Liver Limited. I mean, I don't actually work in that. I'm just taking example. I work in Hindustan Uni Liver Limited. So, what I did I had a data set. I had a data set that has 100 million rows. Okay, 100 million rows. I have one table. Okay, that has 100 million rows. Or let's take one more examp one better example. I work in ICICI bank. Okay, not in the HL. I work for ICICI bank. You will be able to relate it better. That's why I switch this that your table has 100 million rows. Now you want to create you want to create a report where you will be using this tables. Okay, where you will be using this table. Now what we can do is we can download this 100 million records in the PowerBI. Okay, we can download this and then do the reporting on top of it. Okay, this is called import. This is called what? Import. The second option is we can go and connect to this database only. What we can do? We can go and connect to this database only. So there is a connection existing between a report and the database. In that case what will happen? these 100 million uh these 100 million records will not be downloaded so not downloaded. Okay. Now there is the mixed reaction here. Some are saying CSV, some are saying uh the imported one and some are saying direct query. Now I would explain this in next 2 seconds. So what is happening guys? this report R1. This is my report R1. Where the data is? Data is locally in my report. Okay. So what is happening? If I am creating a visual, there is a visual v_sub_1, there is a visual v_sub_2. So what is happening when this visuals are created? They don't have to go to the database. Okay? They don't have to go to the database to fetch the data. So we don't have to go here. The data is available locally in the report R1. So there are no calls to our database. That's why there is no latency. Okay, there is no latency. This is the reason why import mode will always be faster. Import mode will always be faster. Okay. Now what will happen in case of R2? Okay. Let me draw the figure. Then in the case of R2 the data will be separate. Okay. So this visual V_sub_1 this visual V_sub_2. So what will be happening? The visual V_sub_1 will be sending a request to where? To the database. Okay. Sending a request to the database. it will return the result. So here what is happening? The network latency is happening. What do we mean by latency? We have the calls. Okay. The data is not local to my file. It is somewhere else. So it is slow. Direct query is slow. Tell me tell me uh there are 100 plus DAX function. Okay. There are 100 plus DAX function. Which file will support more DAX function? Just think of it. Which file will support more DAX functions? Import or the import or the uh direct query? File that will be supporting more DAX functions will be import mode. Why? Because you imported the data in the file. Okay. So the data is where in file embedded inside the file. Okay. So any function that is running on top of data is running inside the workbook inside your PowerBI file. But what is happening in the second case? Any DEX function that you are writing it will be executed where? On the top of database. on the top of which database that is why some database can support some functions and some database cannot submit some text function. So import is import is much better. So what we understood till right now is import is faster. Okay, it is faster. It is having high file size and import support more function. But then you will ask me prana what is the use of direct query? What is the use of direct query? Then can someone tell me what is the use of direct query? So guys what happens now? Most of the reporting are on the day minus one basis. Okay. So sometimes if you are doing a reporting for a company like ICICI bank okay I'm doing the reporting for ICICI bank and I am tracking the number of complaints okay I'm tracking the number of complaints so this is the KPI which business is fine with if I show them the D minus one data so the business is fine if I show them the number of complaints till yesterday correct till yesterday. But in some cases what happens? The data has to be shown live like which case? Stock market. Okay. Where everything changes within second like the sports analytics. If a cricket match is streaming and a report is on top of it, then these are some option where we need live reporting. Correct? So where the use case is if my use case is that we are fine with the D minus one numbers or with the numbers that are previously loaded till yesterday then we will use import mode. But if my reporting says that the data has to be updated live then we will use which storage mode direct query. Now the questions are welcome. Please ask your questions. So Velasi according to your question but business is usually uh but usually in business scenario they will have the DB support with data. So how this import is suggested? So I told you the PowerBI report will slow down. Okay PowerBI report will slow down if I use what? Direct query. Remember I told you we have 100 million of records. So if you use a if you use the direct query it will slow down. So business prefer fast report. What do business prefers? Fast report. Okay. That loads in less time. That's why import is suggested. Okay. In both of the cases gateway will be used. So we will imagine. Okay. Right now I'm creating a figure. There is a report R1 using import. Okay. There is a report R2 using direct query. You publish both of them where on the service. You publish both of them where on the PBI service. Now imagine there is a PBI file here. But how it will connect to the database? you will use the gateway. Okay, how it will be done with the help of gateway. Now in the second option we have the PBI file. The data is there locally. It will work fine but the data will not be updated. Why the data will not be updated? Because we have not set a report to update the data till now. So what I'm saying if I need to update the data, if I need to update the data, I will have to connect to a database and set the refresh. Okay, I will have to give PowerBI instructions that PowerBI please refresh my data every day at 4 p.m. So what PowerBI will be doing? Every day at 4 p.m. it will connect with the database with the help of gateway and refresh the data for us so that we can get the updated data in the imported report. Is it fine now? Does I answer your question both of you? Tishan uh to answer your question. It is not available for us to connect to direct query. Why? Because let me give you the answer. Okay. You are 40 participants there on the chat. Okay. What we will need a database. Okay. What we will need is a database to connect to the to connect to the uh direct query mode. Okay. So it will need the credential and it have some cost implications. That's why I'm not able to I I'm not able to show you the direct query mode. But let me tell you how to configure it. Okay. I will I will show you how to configure it. Okay. So, everyone of you please go to your PowerBI workbook. Please go your PowerBI workbook. Please go to your PowerBI workbook and do one thing. Do one thing towards the right top. Towards the left top. Okay. Go to towards the left top. There is a button close and apply. There is a button close and apply. If you click here, please close and apply. Please close and apply. It will take some seconds to load. So bear with it. Yeah, it will take some time. Why it is taking some time everyone? Because it is importing. So it is importing the data. Correct. That is why it is taking this much of time. If this would have been the direct query, it will not take this much of time. So what happens in import all the rows will be imported. You see? Yeah, Samson just just a second please. You see after this is imported after this is imported it is written that 9,994 rows are imported. You see when that finished it was same there. So what did I apply? Close and apply in the power query editor. Samson in the power query editor towards the left top here towards the left top in the power query editor you will find a option of close and apply. So please click here and do close and apply. Click on any of the table. Go to the model view. Click on any of the table and expand this advanc section. Expand this advanc section. Expand this advanc section. So you will see the storage mode is import right now and it is disabled for you to change to direct query. It is disabled for you to change to direct query. Let me know if you can check it. Uh in the power query editor there is no option of closing and applying. Shan click on any of the table please. Click on any of the table in the model view. Okay. Go to the model view. Click on any table. Click on any table and go to advance here. Once you click on the table only then it will be available. Uh good afternoon. So um basically when I did when I did the transformation initially when you said we should transform it was showing query. So it said you should close it. That was why I closed it. No no you need not to close it. You have to do close and apply. So everyone just wait for one minute. I'll help him out. Uh go to the get data once again. properties. Go to get data once again quickly. So what you might have done, you might have directly closed it. Go to the Excel workbook. Yes. Select all three. And now transform data. Transform data. It will open the power query window. So guys everyone for you. Okay you have already you already have the orders query. You have already imported the data. You already have imported the data. So I'm not I'm not able to understand why uh I mean what what is the issue at your end Samsung? Right. It's because I closed it. I I closed I thought you said I should close this here and I did close here. So close it. Yeah. I close it now. Yeah. Close it now. So you want to see the query the whole query now again. Yeah. Yeah. Close it. Close it because I did. This was what I did before that you said no. No. No. You already have the data imported. So we need not to import it again. Okay. That is that is why we need to close it. No no no no no no not now. Yes. So now go to the model view. Go to model view. Where is model view? Uh in the left in the left there is a model icon. There is the third icon on the left. on the left is model view. Uh, okay. I I'll show you. Uh, you stop sharing. You stop sharing. I'll show you where it is. Let me do that. Okay. So, if you see this icon, Okay. Yep. So, can you mute yourself please? Yes. So, on this icon everyone once you click on any of the table if you click on any table then only the advanced property will be visible. Okay. See if I click outside advanced properties are not visible. If I click on any table here like this, it will be in the green boundaries. Correct? And you will have the you will have the advanced properties available. Okay. Now moving along. So your storage mode is import by default. Why direct query is not there? Direct query is not there because some data sources does not support direct query. Why? Because the Excel is there. Excel is what? A flat file. So, Excel cannot be cannot be directly queried. Only it can be imported. So, if the data source is like that, it can only be imported. So, the direct query mode will be grayed out. Here you can change the configuration if needed in future. Okay, everyone clear? So Rama yes you are helping him correctly. So uh okay now Samson there is one button you might be seeing here on the top apply changes. So please click on those apply changes. Apply changes please click on those. Okay. So now moving along. Now let us move to the next concept. I would open the PPD once again. Hold on for one second. Everyone can you please quickly read it for next 10 20 seconds and then we will move forward and let me know if there is any doubt on any of the concept we will discuss it. Now there is one point as the limitation on number of refreshes per day unlimited refresh. Okay. Why you have the limitation on number of refreshes per day on a direct quer on a data import? Okay, you can only have the 24 refresh. Okay, 24 refreshes can only be there in a day. So basically you can refresh your data every 1 hour. Okay, not more than that. Samson. Oh okay. So do one thing Samson. Wait for some time. I'll help you out. Okay. Let us move forward with the session. There there is no blocker on your side. Okay. As of now there is no blocker. So please understand rest of the concepts. When I'll get some time I'll help you out. Okay. Hope that works. Now if I move forward okay uploading the data is there. We will understand the next thing. The next thing is data type. What are the data types? Okay. So, everyone of you do one thing. Go and click on the transform data here. You also Samson go and click on the transform data here. Please click on transform data. Again the same window will be opened. Okay. Again the same window will be open for you. Now where we need to look at is this section here 1 2 3 ABC and this calendar like icon. Please look at this section. Okay Samson, I'll help you out in 5 minutes. Please allow me 5 minutes. then only I'll be able to help you out. Okay. So, everyone of you there is one data type section. So, what do we mean by data type? Data type means what kind of data we might expect in our column. So, in PowerBI there are five to six data types. Okay. What are these five to six data type? The first is the text data type. So what is a text data type? It contain the sequence of character and how the data type will be shown ABC. So the column that has the ABC symbol contains the text which is the sequence of character. Okay. There are the second data type. So if a column is storing anything that is date. Okay. So for example today date day minus one anything that is storing the date will be of date data type. Okay. The third thing is date or time. So if we are storing time also with date then the data type will be date and time. Okay. The fourth data type is number. So if we are storing any number. So for example sales, for example, quantity, for example, anything else that we are seeing will be a number. Okay. The fifth data type is boolean. Boolean is a true or false data type. It can only store the logical values which is true or false. So for the next 2 minutes, I would request you guys to look in your PowerBI. Okay, look here in your PowerBI identify the data type which all data type is there on which column. Okay, meanwhile Samson just please quickly share your screen. Please quickly share your screen. Yes. Okay. Now go to the report view. Go to report view. It is already shared. It is already shared. So don't worry about it. Go to the uh PowerBI please. In the PowerBI if you click on the report view. You click on the report Samson this is not expected. I clearly told yesterday that you have to be Yeah. Click here please. You should know these three icons. report view, table view and the model view. I'll be using that again and again. So when I say go to report view, you have to click this icon. When I say go to model view, you have to click on the third icon. Okay? So in the in the report view only you will have the transform data. Correct? So please click on the transform data here. Please click on transform data here. Yes. Now you will see the screen. Okay. So please follow me properly. Now you can see the screen. And now explore the data types within the table. Okay. Now let me share. It's working fine for you. Okay. It is just that you are little messing up between the windows. Now everyone of you you might have Okay. Okay, hold on for one second. Yeah, everyone of you, you might have explored this by now. Okay, now you might not be getting these bar values as of now. So don't be worried about it. I'll show you how they will be occurring. Okay, till now I guess you are clear what are the different data types of the column. Now one thing I would like to show you there are the different data type in the numeric. Okay. So if you scroll towards the very right if you scroll towards the very right of orders table. Go to orders table. Please use this scroller. Okay. Please use this scroller. Go towards the very right. There are two values that are shown here. 1.2 2. Okay. And 1 2 3. So what do we mean by that? 1 2 3 means the number is is not having any decimal places. Okay. 1.2 means the number is having the decimal place. Number is having a decimal place. So everyone everyone please do one thing. Please do one thing. Let's try to do one thing. Go to sales. Go to sales. Please click here on 1.2 where 1.2 is written. Now please click here on 1.2. Now I will show you how to change the data type. So what we will be doing is the sales number. If you look at the sales figure guys, some have the two decimal place, some have three decimal place, some are having the three decimal places. Okay. So what I am saying? I am saying fixed decimal. I want to do fixed decimal places. I want the number only till two decimal place. So how can we do that? This is called a type conversion. what is called type conversion. Type conversion means when you change from one data type to another. Okay. So how this can be done? You click on sales column. Click on sales column then make it fixed decimal number. There is second option fixed decimal number. Now it will be asking you shall I add a new step or replace current. So what is this window everyone? It might be asking to sum or it might not be asking for sum. Okay that is perfectly fine. Now what do we mean by replace current or add new step? What happens guys? When you change the data type or when you try to do any operation, when you try to do any operations on the power query, that operation will be recorded as what? A step. Okay, this operation that we will be doing will be recorded as a step. So it is asking us prana you are clicked here. Do you want to change this step or do you want to add a new step? I would say add a new step. So I did add a new step and then you will see it is up to two decimal. Please confirm me if you are able to do it. Right. Perfect. Okay. Now, one more thing. PowerBI automatically detects the data type. PowerBI automatically detects the data type. Now you might be asking prana how it detects the data type. Okay, how it detects the data type of a column. So PowerBI scan the first thousand rows of your data set. First thousand rows of your data set. PowerBI internally scans and then whatever data type is best suitable for that column it it will apply. So in the rare cases only you need to do the data type conversion. Okay. Now let us move forward. Let us try to do uh the knowledge check. Tell me the answer to this question ABC means it can include any alpha numeric. Okay. It can be ABC. It can be 1 2 3 alpha numeric. Okay. So guys, the next thing that we will be performing is called the data…

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