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

I'm really excited to have you here because today data is everywhere. But the real value comes when you know how to clean it, connect it, analyze it, and present it in a way that actually helps people make decisions. And that is exactly why PowerBI has become such an important skill for analysts, business professionals, and anyone working with reports and dashboards. So in this course, we are going to learn PowerBI in a very practical and structured way. We will start with the basics and understand the overall flow of working in PowerBI. Then we'll move on to PowerBI query editor where you will learn how to clean and prepare your data properly before analysis. And after that we will explore data modeling relationships which help connect multiple tables and build a strong reporting foundation. As we go further we'll also learn DAX formulas, calculations which are essential for creating custom insights, measures and business logic. Then we'll move on to visualizations, charts, filters, hierarchies, and drill down analysis. So you can build reports that are both interactive and meaningful. And finally, we will look at dashboards, report creation, publishing, sharing, and you will understand how PowerBI is used in real business environments. So if you want to learn how to turn raw data into smart dashboards, and useful business insights, this course is going to help you do exactly that. So let's get started. If you're interested in boosting your career in business analysis, do not forget to check out our AI powered business analyst course. This course is perfect for professionals looking to enhance their skills with the latest tools like PowerBI, Excel, SQL, all while gaining hands-on experience with real world projects. You'll also learn how to leverage generative AI for smarter, faster decision- making. Our program is IBA 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, live online sessions led by experts plus with simple learn job assist you will get the support you need to land your next big group. So before we move on, here's a quick quiz question for you. What is PowerBI mainly used for? Editing videos, data analysis and dashboards, making games, designing logos. Let me know your answers in the comment section below. So without any further ado, let's get started. PowerBI stands for two words business intelligence. Absolutely correct. Now if you heard the if you have uh already given me the full form of it, can you tell me my next question is what is business intelligence? What do you understand by business intelligence? Datadriven decision. Business intelligence means datadriven decision. Okay? A decision which is backed by the data. A decision that is backed by the data. Okay? Now what do I mean by that? Let's go for a simple example. Okay. Suppose I am about so we do this datadriven decisions every day. Let me take an example. Okay. Let us do an activity. I'm going to purchase a phone. Right? So I I have decided I need to purchase a phone and for that the first and foremost things I will set up my requirements. Okay. So what are the requirements? What are the requirements might be that I need a good camera. Okay. The picture should come out good. I need a good camera or maybe I may also be interested in the RAM, right? Memory, storage. We'll go for the memory as well. Yeah. Durability, brand as well. That's correct. Processor, processor, lots of thing we are going to look into that. Okay. So, brand as well. Correct. Now, when we go for purchasing a mobile phone or a laptop, right? What we have to do? Okay, what we uh we do as a normal human being, okay, we also do it, we are also backed by data. So, please check it out here. In real world, if we want to go for purchasing, we first set the requirements. After that, I'm going for a diagram here. Okay, we go for different websites. We go for different websites. Suppose, okay, we go for different websites and check the reviews, right? and check the reviews in different online websites. How how is the product? We are going for that also. We take into we also go for YouTube reviews. Do you agree? We go for the videos. Okay. Whether any reviews are available for the phone or not. Okay. We'll go for YouTube videos to check if there is any feedbacks, any reviews about the um you know phone. After that you also take into consideration give me a moment previous phone experience. Okay I'm writing in short you also taking into consideration the opinions of your friends friends and families friends and families. Do you agree? We ask them right. So we go we are now just trying to get the reviews. We are trying to get the reviews from this part. So these are the different data sources. Okay. So these are all what what are we trying to do? What we are trying to do? We are going for gathering the data. Do you agree? Data gathering or data collection from multiple different sources from multiple different sources. Let's go for this. Okay. I have this data sources right now. These are my different data sources. I'm gathering it. Now once I have got this data, I have collected this data from different data sources. I'm going to combine the data. I am going to combine the data. Right? So as I have got from different data sources, I'm going to combine all this data together. data combined and then I'll go for cleaning the data. I'll go for cleaning the data right because all the information they have given we have taken the reviews from the video you YouTube videos we have taken the reviews from Amazon users we have take we have taken into consideration the previous phone experience the opinions of our friends and families so we are going to combine all this data and then we are going to clean the data whichever based upon the requirements we have we are going to clean those information and once we clean the information we are going to store the data some somewhere we are going to store the data somewhere that is our brain if I go for this we are going to once we have got the all the information right we have gathered it we have combined it and cleaned it we are going to store it so in this case uh our brain do you agree now once you have collected all the data okay I'm adding ing this. After this what we are going to do once we have the storage now we are going to do the analysis. Now we are going to do the analysis. What analysis? Okay we are going to check okay the after gathering all the information after removing all the needs we are going to check whether it is going to fit our budget or not. If I buy this mobile phone, okay, I suggested whether it is going to fit my budget, how much uh years of will it work? That is the durability. Okay, and uh all this analysis once you do once you all the analysis you do, you are going to finally take the decision. Okay. So from your storage you on the on your brain only you are doing the analysis and finally you are coming up to coming to a decision here coming to a decision. Now this your data the phone you are going to purchase the decision you have taken right is basically backed by your data it's basically backed by your data. Same thing is done in case of your uh business as well. Same case is done in case of your business as well. Okay. So please check here one thing if I go for it in this case if you think in terms of your PowerBI or the BI tools right just I'm going to reduce the size a little bit so that we can accommodate it okay here you can think that the data we are talking about maybe some files okay Excel files or CSV files okay it's coming from the Excel files or CSV files now in In this case, if I talk about the YouTube videos, you can just simply think of it the data is coming from maybe some SQL server from some SQL server database. Okay, it is coming from some SQL server. Now the previous phone experience, let me take into consideration some web APIs, web applications. You are getting it from some web applications. Okay, web applications and this one families and friends you can think of it from another data source you can think of it from another data source that is uh your AWS because datas are nowadays stored in the cloud right AWS Azure or maybe your you know one drive so all these things are what different data collection methods are there now you are going to collect that you are going to combine find that collected combined and you are going to okay let me not go for this one here I'll take it from here just give me a moment so we are going to go for this part data collection uh data cleaning and data storage right data storage okay this entire part is known as your ETL this box You can see right this portion this part is known as your extract transform and load known as ETL. So ETL this is where your data engineers work. This is the area where your data engineers work. Right? Now if I talk about we as analyst where do we work? We are going to work on this area that is we are going to connect to the data storage. We are going to connect to the data storage and then we are going to analyze it. Analyze it in the forms of some charts or tables. We are going to analyze it in the forms of some charts and tables. So we are doing the analysis here. Okay. Now over here just give me a moment. This is the area. This is the portion. This is the portion where your business analyst will work. That is once you the data analyst has generated some insights from the data. The data analyst has generated some insights from the data. The business analyst what he will do? He will come up with some solution. What is wrong and what can be improved? He will come get some suggestions here. He will come up with maybe three four suggestions. Now ultimately the decisions will be taken by the leadership team. So the decisions will be taken by the leadership team. That means your directors okay directors CEOs etc. the executive are going to take the decisions okay out of the suggestions uh given by the business analyst. Okay, which suggestions to follow. Okay, and the same process will repeat again. So what happens is that if I talk about both the data analyst, if I talk about your business analyst, I talk about your data engineer, right? Let me write here. This is where the ETL process, right? Here the data engineers will be working. Data engineers, right? Data engineers. And here we are this uh business data analyst will be working on that is your storage and the analysis data analyst all of them are working on the past data. If I talk about the business analyst, data analyst and your uh you know data engineers are going to work on the past data. Okay. Suppose when they're going to work on the past data. Suppose if I talk about the company wants to know the company wants to improve the business sales for this year. The company wants to improve the sales for this year. So for improving the sales for the current year they have to check out okay they have to analyze what went wrong in the previous year. Okay what went wrong for the for the previous uh for the previous years. So they are going to analyze the previous data and then they are coming up with the decision that what went wrong. Okay. And what can be improved. Okay. So this data analyst team like we as a data analyst we are going to analyze the data and generate some insights from it. And the business analyst what they are going to do based upon the analysis done by the data analyst they are coming up they will be showing some giving some suggestions what can be improved. Okay. And then the decisions will be depending upon the leadership team. So we are working on the past data what has happened right? So that is what it is known as your descriptive analytics making sense because this is how your business what business intelligence means refers to datadriven decisions. Here I have discussed about your data engineers, data analyst, business analyst. But where does uh the data scientist work? Okay. So the data scientist they work on a different route. They don't work with the past data. Okay. So please check here. The data scientist will take a different route from the storage. They are going to apply in the storage. Okay. They are going to apply some MLDDL models. They are going to apply some machine learning models or you can go for statistical models also. and they are doing they are trying to predict the future. Okay, they are trying to predict the future. So they are going to apply the MLTL models. So this is the portion where your data scientists work. What is descriptive analytics? Descriptive analytics means working on the past data. What has happened? If you want to improve the business, okay, if you want to improve the business of the current year, you have to first understand what has happened in the previous years, right? You are going to study like what has happened in the previous year like okay what went wrong in the previous year. So you are going to do the analysis of the past data. You are going to collect all suppose the past five years data and you are going to do the analysis. So that is known as descriptive analytics. What has happened in the past? Because if you realize that what went wrong in the past then only you will be able to correct the current years as well. Are you getting it now? So this is descriptive analytics. What went wrong in the past years. Okay. So you are going to study the past data. Okay. If you are able to understand Okay. If you are able to understand what went wrong, then only you will be able to improve it. Okay for this current year we are going to analyze and you are going to do that agree so why are we going to the theory okay I do understand you might have think like she will be going for hands-on but the thing is that before we go for the you know hands-on it is important for us to understand few concepts so that is why I'm just taking it the theory a bit okay now please check it out here as I mentioned what is business intelligence you can see here make intelligent business decision How? By the driven by the data. So what is business intelligence? Capability to make intelligent business decisions. Right? It makes information discovery simple. Okay? Simple and also helps you in the analysis of the data. Right? Whatever I have explained right now. Now this one enables you to send the right information to the right people. This one basically it's talking about the security. Okay. It is talking about the security that what happens when we talk about this BI tools or like uh the PowerBI as well. If we want to like we can apply security to the reports as well. So that even if we create one report even if we create one report and there where there are multiple charts not everyone in the organization are able to view the all the details on only which is meant for you we will be able to look into that part. So that is means sending the right information to the right people and provides data insights to everyone okay from any type size and source of data okay so this is your business intelligence now let's go for so you can see here PowerBI is a selfservice self-service cloud-based BI tool now I told you for PowerBI we have different applications we have the desktop desktop application PowerBI desktop application for doing the analysis. All the analysis creation of the visuals you are going to do in the PowerBI desktop also once you are done with it you are going to publish it it's it on its own cloud so that is why service so this is known as your Microsoft fabric let me write it out Microsoft fabric for publishing the report for publishing the report so that is why it is known as a since it has its own cloud right so it is known as a self-service cloud cloud-based BI2 also it is user simple and userfriendly so we are going to get introduced to the interface today and you will be noticing I'm sure that most of us have used up Microsoft office right and PowerBI is a Microsoft product so the interface is quite familiar and everything there is basically uh instead of drag and drop I would say expand and collapse okay it's pretty much user friendly and it produces is highly interactive and beautiful graphs. So lots of graphs are there we can go for creating it. We are going we are going to explore that as well. Okay. Why PowerBI? So we have other tools in the market as well. But why do we go for PowerBI? So if you talk about the competitors in the market we have Tableau, we have the QIC. Okay. But PowerBI. So as I mentioned it is the easiest one. Okay. You can obviously perform. So in the thing is that the PowerBI comes with power query editor okay power query editor which is used for cleaning the data. So if you wish to go for pre-processing right you can go for the uh power query editor you can go for also combining the data in the power query editor and also so the way it supports natural language uh natural query language now the thing is that we are communicating in English right similarly we can direct we don't have to write complex queries in powerbi it's it is much similar to your English language okay uh and also you can see it allows you to fetch data from 60 different data sources. Now it is no more 60. It is 150 plus data sources. Okay, you name it and you are you will be able to connect to that data source. You can also connect to the live data. So any live data from the website you will be able to connect to and you will be able to do the analysis. Okay. And since it is a Microsoft product updates are happening quite frequently. So the I think the PowerBI right launch is uh new the PowerBI has been upgraded today itself. Okay. And it offers a very simple learning curve. So I don't know that if anyone of you are from the Tableau background you might feel that PowerBI is super easy. Okay. Compared to Tableau as well and you know the PowerBI desktop is absolutely free and you can connect to 150 plus data sources. Okay. And you don't have to pay anything. But if you are familiar with the other tool like your Tableau in that what happens if you working with the Tableau public. So you only are able for using the free version you will be only able to connect to three data sources but that's that's not the case with your PowerBI. Now let's talk about the architecture. Okay. Now these are the products offerings of your PowerBI desktop. Okay sorry PowerBI. So you have the PowerBI desktop. So I'm just repeatedly mentioning starting the class that PowerBI desktop is basically used for doing the analysis. It's absolutely free. So we are going to download it or install it today. Okay. What happens uh in PowerBI mobile once we are going to once we have created the analysis right once we have done the analysis and we have published it in the Microsoft fabric. Okay. If my managers or my my supervisors or my peers want to check the report, they are just going to check the report what is happening in the business. Okay, they don't have to get the app. They don't have to install anything. They can also get the mobile application and they can check the reports. They can open the uh mobile app and they will be able to get it the reports that you have created or shared in the mobile in their mobile app. So that is your mobile service. Okay. And the last one we have others products as well but here the last one we have here here we have PowerBI embedded. Now at the as the name suggest right embedded means integrated. So what is happening here? What is happening here? Okay. Most of the organization they have their own cloud. They have their own organization website. Okay. They have their own cloud cloud. So they don't want to go for publishing it in the PowerBI service. Now let me tell you PowerBI service is not free. They have to pay some amount. So instead of doing that they are going to publish it on their own website. Instead of publishing the reports into the uh you know PowerBI Microsoft fabric they are going to publish it in their own cloud. Okay. So that is they have for that they have to purchase the embedded PowerBI embedded they will be getting all the interactivity flexibility like the their own like the Microsoft fabric only but they are able to do it in their own organization that is PowerBI embedded. So PowerBI embedded is also not free. You pay as you go. How much you require for that only you are paying it. It it follows a pay as you go model. See whenever we go for publishing anything okay we are going for publishing anything so we have the security there okay if we have the security there because we we are not allowed to share it in public we are not allowed to share it in public we have to share the email ids okay then only they will be getting it okay to it's not it's not only the management or the authority whoever have it whoever in the organization means you are sharing for them you can go for this Microsoft sorry PowerBI mobile service. Now coming to the architecture now check they have mentioned that this is the PowerBI desktop architecture but this is a PowerBI architecture. Okay, not only the desktop architecture it is the PowerBI architecture. So please check here I'm cancelelling this part. Okay, this is a PowerBI architecture. So what is happening? Okay, our desktop systems, right, the PowerBI desktops are able to connect to multiple different data sources, right? Salesforce, SQL, Oracle, hundreds of different data sources they are able to connect. Okay, they are also able to connect to the data stored in the PowerBI service. Okay, once they have done, okay, we are going to once uh once we have connected to the different data sources, we can also go for let me use a different arrow here so that it becomes clear. So we are going to just work on this. Okay, we are going to work on this suppose here we are connect to we are we will be able to connect to multiple different data sources and then we are going to publish it in the service right and once we have published it people will be able to access the reports we have shared in the service through their mobile phones or through their desktop okay through their desktop now the thing is that what happens is that in our case the organization's data Since we are working in the PowerBI desktop. Okay. The organ once we have published it. Suppose any file is there in the local system. Any file you are working on the Excel file. The Excel file was present in your desktop. The Excel file was present in your desktop and you have published it. Once you have done the analysis, you have published it. But after few days, you realize that new data got uh added to the Excel file. you have added new data to the Excel file. Okay, in that case in that case what happens is that the only way you can go for the manual way of doing that you you don't you have to refresh the data in the PowerBI desktop so that it is reflecting the new data in the analysis and then you are going to publish it uh publish the report in the uh service again. Okay. Or if you wish to automate it, if you wish to automate it in the sense that if the file is present in your desktop, okay, and new data gets added, it should automatically reflect in the service as well. It should automatically reflect in the service as well. For that you need this gateway. You need this gateway. Okay. Using the gateway what will the service will do? they will be securely connected. So you are basically it's a gateway in the sense you can think it of a door. It's a door securely from the service it will service it will be connecting to the data stored in your system where wherever the data is present that excel file is present in the folder it will be connecting to that folder and then it will be refreshing the PowerBI service it will be automatic if new data gets added to the excel file right or the CSV file any offline file the changes will be reflected in the service as automatically with the help of gateway with the help of gateway. So every time your report right is showing the latest details. Okay. If you are working with an offline file your file is stored suppose in your desktop not the PowerBI desktop I mean your uh your desktop machines or all your your laptops some drive local D drive. Okay in your D drive. Now the gateway what it will do is that using the gateway suppose at some point of time suppose your whichever the data whichever the excel file you were using for analyzing the you have analyzed and you have created a report and you have already published it. Okay after some days you have added new data to that same file right same file. Okay you have added new data. Now what will this gate will do? Right? Whenever there is a updation in the data in the local file present in your local drive right it will with the help of the connect with the help of the gateway it will connect to your desktop machine's drive and then it will be automatically updating it. So what the gateway will do gateway will provide a secure path to connect to only they will give you the access to connect to only that particular file and just refresh it. Okay. It will not allow you to uh give the access to all the files present in your desktop or present in your laptop. Only to that particular file which is present in particular drives. You are have to you have to set the gateway for that. It will securely connect to that particular file present in your local D drive only to that file and when there is a like new data added there it will be refreshed. So automatically it will be reflect in the service as well. So you don't have there is no manual intervention foruling automatic refresh we need gateway. Yes. Okay. Now please check here when you first time open the interface right. So you are you will be getting some uh PowerBI starting starting videos as well. Okay. But once you cross that you will be getting the same interface as me. So you can see multiple different data sources here. But we are not going to import the data from here. Okay. We are not going to uh import the data from here. Rather you have to just for now click on blank report. So this is the interface you get. This is the interface you are getting where there are five views. For me it is five views. I have uh installed quite a few times like quite a few months ago. So check tell me are you also getting the five views here? Okay. Okay. So this is your PowerBI desktop. This is your PowerBI desktop interface. Okay. Now please check here. Initially initially okay till last year. Okay. Till last year January I believe we have only this three views. Okay. We had only these three views. Okay. And if there were a common interview questions also what are the views in your PowerBI? So these are the three views we were h we were having. Okay. So one is your report view. The first one is known as the report view. Report view. Then you have the table view. We are just getting introduced to it. Okay. Then this was the model view. Okay. Then last year, early last year, we got introduced to this DAX query view. DAX query view and probably in the month of July last year, we got this TMDL view as well. So, TMDL view it stands for the full form is tabular model definition language. Okay, tabular model definition language. This is the TMDL view. Okay, let me just cross that here. Give me a moment. Let me write it here again. Tabular model definition language. Okay. But for your PL300 exam, right, for your PL300 exam, you will be getting these two views will not be there. You will be getting questions from this view also only. You will be getting questions from these three views only. That is the report view, table view and the model view. Okay. You can also notice so this is about the views. Okay. This is about the views. I will be also showing you how the views look. The current view you are getting right. The current view you are getting. So here you are having this white where you go for creating your visualization. This view is known as the report view. The current view we are currently in is known as your report view. Where we go for creating the report. Where we go for creating the report. Right on your right hand side you will be able to see the pes here. Three pes will be there. One is your data pan. One is your data pen. Collapse that you have the visualization pan. You have the filter pan as well. So as I mentioned PowerBI is more or less like a expand and collapse. So you will be able to collapse it. Are you all having these three pens filter, visualization and data? Kindly confirm in the new version as well. Now please check how can we load the data. Okay, get to load the data right to get the data to load the data you have to load it from here. You have to load it from here. You can check it out here. Get data. Okay. So I want you to click on this get data. Okay. Once you click the on the get data you will be able to notice the just given you will be able to notice the common data sources. You will be able to get the common data sources. Right? So what I want you people to do instead of selecting it from here just go for more option. we will be able to see the different options present in your PowerBI that we can connect to the different data sources that in present in PowerBI that we can connect to. So please click on that. So here once you click on more right once you click on more you will be able to see what are the different data sources that you can connect to. You can connect to Excel workbook, text, CSV file, XML file, JSON files, folders, P pdf files, pocket files, shareepoint folder. So all the different sources you will be able to connect to. Check it out. So there are more than 150 plus data sources. There are more than 150 plus data sources that you can connect to. Okay. Now the all thing we have to do right now because ours is a simple Excel file right? Ours is a simple Excel file. We are going to connect to this Excel workbook. We are going to connect to this Excel workbook. Please click on Select the Excel workbook and go for connect. Go for connect. Then you have to browse to the file. Browse to the data uh set. Okay. Where it is present. So for me it is this one. You will be getting the navigator pen. Now check if you you are getting there in the workbook right. I have three files are there. Three sheets are there. One of the sheet is orders other is people and returns. If I check this box you will be able to get the preview of this data. You will be able to see the preview of the data on your right. See this is the preview of the data. Right? Now the thing is you can also go for people table. This is your people table and this is your return table. Okay. I for now I don't want to load all the data. Okay. I don't want to load all the data. What I'm going to do I'm going to just uncheck the people and the return and I'm going to load only the orders table. Okay. Also notice one thing here you have three option. One is your load, other one is your transform data. Another one is your cancel. Cancel will just cancel the loading process. Cancel will just lo cancel the loading process. So we don't want that. We want to load the data. Okay. Now we are going to we are not going to transform the data because if I go for the transform data right now, what happens? it will be taking me to the Power Query editor instead of PowerBI. Okay, but I want to stay to the like I want to work with the PowerBI right now and then I will be showing you how to work with the Power Query editor. Okay, so I would request everyone to click on the load. So if you click on the load, it will take you to your PowerBI. If you click on the load, it will take you to the PowerBI. Only the orders data. Okay, only the orders data. See once I click on load I'm clicking on load. Okay. Once you load right the orders data you will be able to see in your data pen. See this is your data pen. You will be able to see it here. I'm getting the tables but I'm not getting the fields. Where are the fields? For getting the fields you have to expand that. You can see an expand option right here. you are getting the expand option. So please click on the expand. Once you click on the expand, you are getting the field in the arranged in ascending order. You are getting the fields not in the exact order how it is present in the table but it is present in ascending order. So you have the category CTC first alphabet C is coming then D is coming O P and so on. So in the data pan datas are uh coming in the in sorted in ascending order. The fields are uh depicted in sorted in uh ascending order. Then how do I see the actual uh you know sequence of the fields? How do I get the actual sequence? How the table is exactly storing here? Let me show you. For that you have to click on the table view. Please click on that. So if you go to the table view, you will be able to see how it is exactly present in your original data set. How it is present in your original data set. Now let me go to the report view again. Okay. Let me go to the report view again. So if I if to go to the report view, I will be going for this the first one. Clicking on the first one. This is your report view. Okay. I will be going to the first one. Okay. Now the thing is that before we go for any visualization any analysis we have to make sure that our data is cleaned right our data is cleaned. For that we have to use the pre prep-processing part right for pre-processing the data. pre-processing is not done in your PowerBI uh report view or the in the PowerBI interface. We for that we have to go to the Power Query editor. Okay, how do I go to the Power Query editor? See at that time we have loaded the data. Right? We can from here as well from the desktop also we can go to the Power Query editor. You are having the option for transform tab. you are having the option for transform tab here. Okay. So click on the transform tab and there you have the first option as the transform data. Here you have the first option as the transform data. So click on this. So this is the interface for your power query editor. If you have worked with Excel right normal Excel in Excel also we have the power query editor. It is the same interface we have for here as well. So power query editor comes free with your PowerBI and Microsoft Excel. Now the first and foremost thing what I'm going to check okay what I'm going to check what is the total number of rows. Okay, what is the total number of rows? So what I'm going to do for that again in the power query editor also there you have the transform tab. In the power query editor you have the transform tab. Click on this transform tab. Okay. There you will be getting the option for count rows. You will be getting the option for count rows. Please click on that and let me know what is the total number of rows and columns. Sorry. Or what is the total number of rows columns? Yes. Okay. Now see I'm clicking on this total number of count. I'm getting the count. So sorry I will not be able to increase the size of the power query editor. So this is the default size. Okay. But the thing is the total number of rows in this data set is 9,994. But the thing is how do I get my data back? My data is gone and I don't have an undo option. Do I have an undo option? You can see the table I had right it has been transformed to a number right now. So once you do any step here right in power query editor we don't have the option to undo for that you have in the applied steps here you will be getting the applied step you have to cancel the step from here then only you will be getting it back applied steps okay there is no option of undo there is no option of undo in your Power query editor. So for that you have to go for cancelling the steps. Once you click on that you can see you are getting your table back. Yes. Now let's check first. Now please check here. You can notice we have to first understand the type of data present in your or data type present in your power query editor. Okay. So if you check here, if you check here 1 2 3, if you check on the ordered ID, you have ABC. You have ABC. Similarly, you can see a calendar like icon. These are nothing but the type of data. Now, what are the type of data are there? Okay, if you wish to check it out, you have to click on suppose this 1 2 3. You have to click on this 1 2 3 and you will be able to see what are the data type here. Yes. So the first and foremost thing when we go for data cleaning the first and foremost thing when we go for data cleaning we have to check whether the rows are or the columns are marked correctly or not whether the data types of the columns are correct or not. Okay. So if you check here and PowerBI is an intelligent tool. PowerBI is an intelligent tool. It is able to uh it is able to detect the data type on its own. Okay. Most depending upon the values you have right it is able to detect the data type on its own. We don't have to worry on that. Okay. But still if it is not able to do that you are going to do it ourself. Okay. For example. Okay. Let's go to the scroll scroll scroll and go to the suppose your uh this one sales column go to the scroll and go to the sales column please okay now check here what is this 1.2 mean okay it refers to decimal number it refers to decimal number 1.2 2 refers to decimal number. Okay, but there is another decimal here. Fixed decimal number. What is the difference between the two? Okay, please check here for the sales column. For the sales column, we have after the decimal point for the first case 261.96. But somewhere you are also having 907.152. Right? Somewhere it is after decimal point we have two digits. Somewhere after decimal point we have three digits and somewhere it is one one digit. Okay. So it is not uniform. So if you go for fixed decimal number instead of decimal number go for fixed decimal number and we'll go for replace the current you will notice that everywhere after the decimal point the digits are fixed to two digits. It is no now more uniform. Agree? This is your fixed decimal digit. Okay. Now, similarly, let's take for the other columns also. Okay. This is quantity 1 2 3. It is correct. It is whole number. Okay. Let's go for the discount. Uh discount is also done correctly only. Okay. What about the profit? Again, same thing. Again, same thing. Somewhere it is four digit, somewhere three digit, somewhere again two digit. Okay. So for profit as well I'm going to make it as fixed decimal number. Okay for profit as well we are going to make it as fixed decimal number. We have to go for writing an M query here. Okay. If we want to go for okay whatever the things are we are doing here. Whatever the changes we are doing here I am just doing with a simple click. Right. But in the back end you will be able to see that codes are generated for you right codes are generated for you. Suppose if I wish to go for right click sorry not right click I'm going for suppose fixed decimal number and I want to add a new step okay a step has been added here okay a step has been added here okay now I'm also going for right now fixed sml so this is changed to step so you can see here whatever I'm doing I'm just clicking it I'm clicking and doing it. But in the back end your codes are generated. You can see on the top it's highlighted. So that language you know power query editor it's written in mquery language that is known as your mquery. We can just go for click click click click click but in the back end codes are generated. It is similar to macros in your Excel like we go for clicking right but in the uh Excel right? What happens? The VBA codes are generated for you. VBA codes are generated. Similarly, in Power Query editor, the Mquery language is working. So here in the back end, even though we go for click, click, click, click, click, here we are getting the codes. So you will be able to see the codes using this advanced editor option as well. If you click on the advanced editor, you will be able to see the codes. See what are the codes that has been generated. What are the codes that has been generated so far? What did I do? I went for change data type. See, integer, order, date, order ID, all those things. Then transform, change type, sales type, number, right? Similarly, this these are all the steps in the back ends. These are all the step in the back end. Getting it? This is your mquery language. Okay. Now, simple things, few simple things here. Please check it out. Here you are able to notice column profiling based on so top column profiling on top thousand rows. Okay. Now the thing is that if you go to the view tab if you go to this view tab right in the view tab you have suppose the column quality column distribution. Let's go for the column distribution. Check this box please. Check the box please. Column distribution. column distribution. So column distribution you are getting on the thousand rows only. Column distribution you are getting on the top 1,000 rows only. Okay. You are not getting on the 9,994. Okay. Out of that column profile you are getting that out of that thousand rows you have here in this case for row ID all are unique. But in case of order ID four 479 are distinct and 226 are unique value. But we know that this analysis is wrong because incorrect in the sense we have 9,994 data. But it is showing me only top 1,000. So what you can do here please everyone notice here focus right now click on the column profiling and go for profile column profiling based on entire data set. Column profiling based on entire data set. Choose the second option then you will be getting the correct one. Got it? Profiling means you are doing the analysis. Initially the analysis was done only on the top thousand rows. That was incorrect. Right? That was incorrect here. That's why we went for instead of doing the analysis on the top thousand rows, I want to do it on the entire data set. I want to do it on the entire data set. How this helps? So, please check out here in this data set. Okay, let me go to the let's go for the column city. Okay, you can see the city column here. So out of the city column you can check here there are 9,994 rows are there right out of that 531 are distinct 70 cities are unique. Now what is the difference between the unique and the distinct? Okay let me give you a small example here. What is the difference here? Okay suppose I have some values. Okay suppose I have some values. Okay now if I ask you how many distinct values are there? 1 this is 12 13 14 15 four right four distinct values how many unique values are there that are not repeated we have only two that is your 13 and 14 understood difference between distinct and unique okay now let's go for the column profile as well please go for the column profile check this box please If you click on the column profile, if you click on the column profile, you will be able to understand here. See there is only one unique value here. There is only one in the cities. There is only one unique value and all the cities are repeated. Okay. So that is why you are getting 49 distinct and only one unique. Right? Only one unique. Let me go for the ship mode as well. So in the ship mode we have four modes, four distinct values. second class uh standard class then we have I think uh same day and the first day first class right but there is no distinct sorry unique value there is no unique value the chart will be only visible to you if you go for the column profile and column distribution not about the type okay I'm going to the home tab in the power query editor okay in the power query editor also I have the option for getting the data. Okay, that was whatever the get data portion was there, right? That was a part of your power query editor only. So if I click on this, see I have the Excel workbook. So I can also get the data from here. So let's go from here just get the data sample supertore. Open it. So this time I will be getting the people and the returns because I already have it. Okay. So I will be trying to I I this time I don't have the option for transform because already I'm in the power query editor right already I am in the power query editor so I don't have the option for transform I directly have okay so once I go for okay this data will be loaded here now check here if you go to the people's table right if you go to the people's table you are getting in the column column one and column two but if you check the first row value first row value you have a regional manager here and you have the region here and then you have the names looks like the names of the person and it's talking about the regions right in that case what we can do this row right I can make it as header I can make it as column name can I do so because it feels like this is not able to pbi is not able to identify the row name col column names properly. Okay. So, we have to allow we have to make it work right now. How do I So, this is the column name. How do I do that? Please go to the home tab. Go to the home tab. There you have the option for this. Use first row as header. This one. Click on the drop-down. There you have the first option as use first row as headers. Please click on that. Okay. Now go to the people's table. That means click on this people's table. You will be getting the people table here. Right. Now what you need to do? You have to go to the home tab. Home tab. There you have the option for use first row as headers. Focus on my screen. Please click on this. Click on the home tab. You will be here. You have the people on the returns table here. Right. I'm going to the orders table again. There I'm going for let's check uh split column. Okay, let me go for first split column here. This one. Do you get it? Split column. Are you able to see the split column? Okay. So there we have the order ID. We have the order ID. Okay. So please check it out. I'll tell you one thing. Those who are appearing for the PL300, right? So power query editor is a very important topic. Okay. So data cleaning is a very important topic. So please learn each and every option clearly. So you can go for the split column. Click on this drop-down and you can see various options here. You can see various option here. Now how do I want to split? I want to split it by the delimiter. The first option the check the order ID column. Check the order ID column. I want to split it by delimiter. Please click on that. Once I click on the delimiter, you will be getting this window appear for you. This dialog box is appearing for you. It is giving you the option whether you want to go for and also it has identified the delimiter which is your hyphen which is your hyphen. Then they are asking you whether how do you want to split it only by the leftmost delimiter or by the rightmost or by each occurrence of the delimiter? Initially let me try out with the each occurrence of the delimiter here. Okay. Let me go for the default one and let me go for okay. Okay. Right. If you click on okay you will notice that the column order ID gets split into three columns. Get split into three columns. And not only that, not only that you can also change, you can also check that based upon the values, right? The data type has also been changed. Here you are having ABC. Here you are having 1 2 3. Here also you are having 1 2 3. Understood? Okay. Let me go for cancelelling that out. Please cancel the steps. cancel the steps again and let's go for splitting again and let's go by uh delimiter again. This time we'll go for the left leftmost delimiter. Okay, left most delimiter instead of the rightmost let's go for the leftmost delimiter and click on okay. What are you getting in this case? Only the other the rightmost is present but the leftmost has been removed. Clear? Okay. Now please check here if you are in the power query editor. If you are currently in the power query editor and if you wish to add if you wish to again add the new file. Okay get the new file just go to this new source option. Right go to this new source option. Click on the drop-down. Okay there you have the Excel workbook. Click on that. Browse to the location where your file is present. Okay. So click here the file and whichever file you require right whichever file you require you can just check that just give me a moment you will get the navigator pan. So you whatever whichever uh whichever data you need you go for that people and the returns and go for okay once you click that go for okay I'm not doing that because I already have it and if I I can do that see I'll get if I go for okay I will be again getting to getting it twice okay so I'm going to delete it right now because I got it twice okay now since I have got it twice let me delete Okay, I don't need it. So, I'm going to delete it from the model. Just give me a moment. Delete. I'm so going to delete this one. Okay, now let's go back to the order data set. And we were working with the split column. Okay, we were working in the order ID. And here we have the split column here. So, click on this. Okay. So, let's go for the suppose by number of characters. I'm going for this right now. Okay. Number of characters if you wish to go for so if you wish to go for only maybe three characters. Okay. You want to go for number of charact specify the number of characters and you wish to go for three characters. Click on okay. The quotation is not why I'm not showing you because we don't have the quotes here. So I'll take a data and then I have to show you. Okay. Let me do one thing. I'm taking an Excel file right now. I'm taking an Excel file and let me save some names here. Suppose here I'm saving strawberry. Then I'm using here maybe cherry. Here I'm using maybe kiwi within quotes. Okay. Then I'm going to save the file as a CSV file. Okay. Not an Excel file. I'm going to save it as CSV file. So not it's an you can see here the file I'm going to save here it is right now an excel workbook right right now an excel workbook I'm going to save it as a CSV file right now let me do that comma separated yeah I'm going to go for this comma delimited okay delimited form okay I'm going to just go for sample test okay sample test and I'm going to save it somewhere in my folder just give me a moment moment. Okay. Now I'm going to load this file. Let me show you here how it is. Now we are going to work with the CSV file right now. So let me load it again. I'll not go for the Excel workbook. It is my text CSV. Okay. So this is my sample test. So this is my file right now. Okay. This is my file right now. Okay. Now I'm going to use the split column. Okay. Okay, I'm going to use the split column here. Okay, how do I do that? Okay, so here is the split comma. It's comma and we have the quotation here, right? Let's go for this. See what happens is that even though a comma is here, right? It is going to replace a quotation here. So that is the purpose of your quote. That is the purpose of your quotation right now. Okay, for the comma and then you have to again split it by the comma. Once you go for splitting it by the quotation, then you have to go for split it by comma. Okay. All right. Now please check here. Let's try out with the another one. Let's go for another one. Okay. Let's understand the split properly. Then only we will be going going to understand the extract as well. There is an extract option is also there. Okay. Okay, let's go for split and let's go for number of characters. Okay, let's go for here number of characters. I'll go for three characters. After three characters, it should repeatedly split. Okay, let's check it out. What happens here? If I go for the number of characters, see it is first three characters 1 2 3 that is C A and hyphen. Then we have again 202 again three characters then zero and sorry hyphen and one three characters. So it is splitting every time it is splitting by three characters repeatedly. It is splitting by three characters repeatedly. Are you able to understand number of characters? So I'm again removing that. Okay, I'm deleting that. Let me go for one more example from here. Suppose okay why I'm going for this let me let me take the uh okay first name let me go for this one customer name okay we have the customer name where we have the space here where we have the space here right we can go for the delimiter to get the to extract the first name and the last name to extract the first name and the last name and save it in a separate column you can do that otherwise let me go for some other one suppose by upper case to lower case what will happen by upper case to lower case if I go for this uh for customer name your C will be in separate column your L will be in a separate column please check it out if I go for upper case to lower case C your C is in separate column and rest other is in all other column okay and again G you have it here and you go for this last name here this is for your upper case to lower case clear upper case to lower case. All right, let's go for the extract right now. Let's go for the extract right now. Okay, then let's understand what is how it is different from the extract. All right, now please check here how do we go for the extract and what's the difference between the extract. Okay, let's go for the transform tab. Let's go for the transform tab. Right now in the transform tab you will be having the extract option. Now similar to this similar to the split column I'm going for the extract option and the first option. Okay I'm going for text before I'm going for the text before delimiter. Okay the fifth option. So if I go for this so what is the delimiter you have to mention here. So it is suppose space click on okay space I have given okay so what is the difference you can check here of the customer column customer name column if I go for extract what is the difference are you getting here from split check here this is my customer column go to the extract go for the text before delimiter okay here it is not identifying the delimiter we have to take that okay so I'm giving here space just click space click on okay what is happening here are is it are we getting two different columns here no right only the text which before the delimited right delimiter I have given a space only the delimiter I have given a space so I'm able to extract the first name here right so that's What your difference between your extract and extract will just retrieve it. It is not going to split the column. Split is going to split the column right into different columns. But your extract is just going to retrieve the value, fetch the value. Okay, let's go for Okay, I'm just u I have just cancelled the step. Okay, I have just cancelled the step. Now let's go for suppose if you wish to go for the by the length of the character. If you wish to go for length of the character, if you wish to go for extract, okay, uh See, you will be also if you just go for extract the length, right? I'm show you here. You will be able to get the length as well. You are getting the length. The first name was 11 characters. So, so you are getting it like this. Okay. Now, I will be going for group by. Let's go to the home tab again. Let's go to the home tab again. Here also we have it. We can do it from the from the transform tab or we can do it from the home tab. It's like Microsoft uh Excel only or word file only. So where we have multiple option repeated in the tabs. So here we are going to get the group by option. You will be able to get the group by option here. Okay. Now suppose this is giving me just normal data right it is just giving me the uh how the data looks like but if you wish to go for summarization just you want to get for maybe u city- wise total sales if you wish to go for checking the value what is the city wise total sales okay for that you can go for the group by option okay if you I I would not suggest to do it in the power query editor but if you Just want to go through it. Okay. Just want to check. Okay. How to apply the group by. So please check it out. How can we go for it? Okay. So everyone please focus here. This is your group by. So click on that. Once you get that you will be getting a dialog box appear for you for group by. Here you have the first option. So we will having we will be having the basic one also and the advanced one also. So using the basic one you will be able to group only using a single column. you will be able to group using only a single column. Okay. So check here if you have the basic one and I want to go for suppose city wise total sales. If I wish to go for city wise total sales so let's go for here. Okay check it out here I'll modify it to suppose city. Okay. City here and I I have to go for providing the name of the column. You can give any name. Okay. So, let me give here city wise total sales. Right here I will be changing the aggregation function. I will be changing the aggregation function. So, to sum because I want the total, right? I'm going for sum here and in the column I'm going to choose the sales. Please modify the do the changes please see what is the city wise total sales for each city you will be able to get it here. Okay. But the thing is that see we are just doing the pre-processing. We are just doing the pre-processing here. If you do everything here right if you do everything here your entire table is lost. your a entire order table is lost. You don't have any data. You can anyway able to get this data in your PowerBI as well. You will be anyway able to get this in your PowerBI as well. Okay? So, you don't have to do it here because your data will be lost here. Your data will be lost. Right? So, I would request not to do the group by here because same thing we will be able to do it using the visualization as well. Okay? So what you can do right now you can go for the cancel step. Yes for the uh for as an analyst you can for understanding the data you can go for it. Okay but do not save it. Do not save it because your data will be gone. So cancel the step please. We can directly apply in the visualization. We can directly get it in the visualization that city wise total sales right. We will be able to get it. See power query editor is a different application in itself. It's used for pre-processing. So please check it out. If you wanted suppose statewise, citywise total sales and total profit or maybe. Okay, let's go for state wise and statewise, city- wise total sales. Okay, let's go for doing that again. Go to the group by. Where is your group by? You are getting it here. Click on the group by, right? Click on the advanced option this time. Click on the advanced option this time. Okay. Now go for advanced option. Okay. Now let's go for state. Let's go for state. Select the state here. Right. Now please add one more column. Go for grouping. In the row ID, I will be selecting the city. Go for this one. Right. State and city. Now here I'm changing the name of the column state wise city wise here if you wish to go for suppose let me go for max okay instead of some total I'll go for maximum sales let's go for sales here I will be going for sales click on okay okay let me click Click on okay. See now this is my statewise city wise total sales sorry maximum sales. Got it? If you wish to go for maybe let me just cancel this. Okay let me cancel this. Go for what are the things you want? You want suppose uh let's go for state. You go for add grouping. You want city as well. Just go for this. Okay. And here you want maybe alge one we will do state city count. Okay. Let's go for count rows only this time. And here. Yeah. Okay. It's better to do it in this way. Okay. sum here we are getting but we want to get the count okay count I will be showing you here if it is not working here right anyways because this is for just our understanding right I will be showing you in your powerbi how to do that okay so whatever you changes you do right I'm canceling it right now you have to go for this give me a moment you have this close and apply option here right under the home tab so since we don't have right whatever the changes you are doing What are the changes you are doing? First check your data sets that it is correct right now. Okay. Data type. Go to the close and apply. So you will be getting three option here. Close and apply. So what does this close and apply mean? It will save the changes. Whatever changes you have done, it will save the changes and close the power query editor and take you back to the PowerBI and take you back to the PowerBI. If you want to just go for apply, it will just save the changes. But you will still be in your Power Query editor. You will still be in your Power Query editor. But if you wish to go back to your PowerBI, you have to go for close and apply. If you just simply go for close, right, it will not save the changes. Am I clear? If you go for close and apply, it will save the changes and you will be closing the power query editor and you will be going back getting back to the PowerBI. Am I clear? Now check here one thing. Now I'm currently in the power uh PowerBI right now report view right in the data you can see these things. Discount you are getting a summation symbol. Postal code you are getting a summation symbol. Profit also summation symbol. Okay. So there are you can see different categories here. Okay. Wherever you have the numerical columns you are getting a summation symbol. You are able to get a summation symbol like this. A sigma symbol is there. Right? That means those are numerical columns. Those are numerical columns. Wherever you are not seeing any of these symbols those are so here these are known as measures. Okay. The numerical columns are known as measures. The numerical columns are known as measures. Wherever you are not seeing anything, okay, that is category, city, customer ID and all those things. Those are your categorical columns. Those are your categorical columns. And you are able to see this date as well. a calendar like icon when the order date and the ship date. So that is your date. That is your date. Check if you have any confusion here. Wherever you are not seeing anything category, city, country, the region, customer ID, customer name, these are all categorical. Where wherever you are seeing the date icon, the calendar icon, that is your date. Okay. Now one more thing. Now Power Query, PowerBI is have one more feature here. Okay, that power query editor don't have that is we can go for uh categorizing the geographic locations as well. We can categorize the geographic locations as well. Okay, so we have a data type for that. So please check how can we do that? How can we do that? Geographical locations. So city is a geographical location, right? City then we have the state all those things. So please check here. Please check here. We are going to categorize the city. Please click on the city. Please. Click on the city. You will be able to notice that you are getting the column tools on top. Once you click on the city, right? Don't check the box. Don't check the box. Just click on the city. You will be getting the column tools. Are you able to get it? The column tools. Just click on the city. Do not check the box. This one. Are you able to get it? Okay. Now what we can do, you can see an option here. You can see an option here for the column tools. Since I have selected the city, right? You can see here city and it is of data type text also. You can see it as the data category as uncatategorized. Okay. What you can do? You can click on this drop-down in the data category and make it city. Choose city here. Choose city here. Please check what is the changes are you getting. Yes, exactly. So if you go for categorizing it immediately you will be noticing that you are getting that globe icon and this is really helpful when we go for the map visualization. It connects to the Google map. Similarly, can you do it for the country and the uh region and the state as well? Okay, let's go for creating our first chart. Okay, let's go for creating our first chart. Okay, so please check here. We are going to create a simple chart right now. Okay, let me not go for uh yeah, I'll go for this city wise total sales like we have done here like I done in the group by right without group by I'm going for this. Okay, so I'm going for a visualization. The first visualization I'm going for is this one. The first chart, the very first chart. Do you all have it? Do you all have it here? If you take your cursor, you will be able to see the name of the chart as a stacked bar chart. You will be able to see the name of the chart as a stacked bar chart. Please click on that. See, you are getting the chart. You are getting the chart. Isn't it? Now, you don't have to do anything. You don't have to do anything. I have to just put the columns. Okay? based upon the charts just give me a moment when I select this chart right I will be able to get this option as well over here are you all getting it x-axis y-axis legend etc so it is talking about the horizontal axis vertical axis we don't have to think about anything here okay so here okay always for a chart we will require some numerical value and we will require some categorical value okay so I'm choosing. So I'll select here based upon the chart I'm going to tick this box city okay I'm selecting this box city automatically it has appeared on my y-axis but nothing is appearing for me no chart because I have not given any measure I have not given any measure so that is why I'm not able to get it just the moment I click on sales you will be able to get the chart please check it out are you getting on just check these boxes you don't have to do anything just within a fraction of second you will be able to create the chart got it okay so I'll tell you one thing focus here x-axis I have selected sales but I got sum of sales that means what city wise total sales city wise total sales so that's why I ask you not to go for the group by in your uh park query editor Right. Okay. Now everyone this is my chart. Okay. Where are you right now? Select the first visualization. Please select the first visualization and check the boxes. Check the boxes. Then city and your sales. That's it. You have to do nothing. Okay. Once you get this chart right, you can see this marks here. If I want to resize the chart, I have to drag. I have to drag it. See I have to drag it. Then only you will be able to increase the size. Okay. Now you can see here the charts though it is visible but we are not able to see the labels like what is the sales done in each city. I understand that New York City has highest done the highest sales right from the chart but I'm not able to get it the total sales here. So what I'm going to do I'm trying to get the data labels. So please check here everyone. I'm just expanding my visualization pen. Okay. There to do the formatting you have this option format your visual. Are you able to get that option format your visual? Click on that. There you have two option visuals and generals. There you have the option visuals and generals. Okay. Scroll down. You will be having the data labels. Scroll down. You will be getting this data labels. You have to on this toggle bar. Currently it is off. You have to on this. Check it out. After ribbon, you have the data labels. Just on that. The moment you do that, you will be able to get the data labels. But still it is too small. Now we are going to increase the size. Please expand it. Expand the data labels. Expand the data labels. Scroll down. Scroll down. In the data labels, once you expand, you have the values there. In the data labels, you have the values there. Please go for expanding it as well. The values you can increase the size from here. Check. I'm going to increase. So now for now we are getting in K that is in thousands. You can also change the labels as well. Let's see how can we do that. Scroll down. You have the display units. Scroll down. You have the display units. Are you getting it? Display units. It's auto. Make it none. You will be getting the exact value. make it none and go for the decimal places instead of auto go for two decimal places okay in this case we will be getting after decimal only two or let me do one thing I don't want the decimal places only okay I'll making it zero no decimal numbers similarly so this is for the data labels now let us increase the size of this uh uh you know uh y-axis as well. I cannot see it properly. Okay. So, go scroll up, scroll up or you can change the color as well. You can check the color for the data labels as well. But now I'm not doing it. Let's go for increasing the size. So, just scroll up, scroll up, scroll up. You have the x-axis. Sorry, y-axis. Can you see the x yaxis, please? The first option. This one. Expand it. expand it. Increase the size. See, I'm able to see it now. I'm changing the color as well. Black. So, this is our very first chart. This is our very first chart. If you wish to save this, how do you save it? Please check it out. You can just go to this file option. You can go to this file option and there you have the save as. Click on save as and you have to search for a location where you want to save the file. So go for browse this device and save your file. It will be saved as PBX file. So let's do one thing. Let's quickly start and I would request you all to kindly load the sample supertore data. You are already aware of it. Please go for loading. Okay. Now since you are aware of this, right? You know it's a excel file. Okay. And we have looked into the data sour get data purpose also get get data option also we can directly load from here as well right we can directly load from this is simple excel file we can go for loading the file from excel so I'll go for the sample supertore and I can load it directly okay click on the orders data I want only this and just go for loading the data just orders just orders okay those who are done I would request you all to just uh categorize the city, state, country and region or postal code as well. Categorizing the geographical location that please do it. It's always a good practice that you do the categorization. Okay, check the data type properly. So go for this. Here is your city column, right? Just click on this. You are getting the column tools categorize instead of uncatategorize right please categorize it to city categorize it to city okay similarly do it for the state and the postal code as well country and region done so now everyone please check here let me just decrease zoom out a little Okay. Now please check here. You can see this dotted line portion right? This dotted line portion. So this area is known as your canvas. This area is known as your canvas. So whatever reports okay charts and the uh charts and the all the visualization tables whatever you are going to create you are going to create inside this canvas. you are going to create inside this canvas. Okay. Now if you wish to color this canvas. Okay. So you can see no chart is selected right now. No chart is selected right now. What you can do? You can go to this visualization pan where you have this. Focus on my screen. Okay. I hope you have this option. Format format your visual or format your report page. Right now you are getting this is known as your report page. Right? Click on that please. Since we have not selected any chart since we have not select se selected any chart no chart is present here. It is a can canvas which is empty. Right? That is why you are getting the option for format report page and here you have the different informations. Okay. Suppose now if I go for the C, if I want to apply some color on the background. I want to apply some color on the background. Okay, let's go for this. Expand it. Expand the uh canvas background. Expand the canvas background. Okay. Now you have the color option as well. Please check it out. You have the color option as well. So for now the color is white. The color is white. If you wish, you can change it to some other color. So, let's go for I'm just removing this annotations. Okay. If I wish I can go for applying some color as well. So, please check. I'm applying the color. But even if I Okay, let me apply some deep color. Okay. Dark color I'm applying. But even if I applying this color, I'm not able to get this color here. I'm not able to see this color here. Okay. Why? That's because of the transparency. It is entirely transparent, right? So, I'm not able to view the color. What I can do if I wish to get the color, I can reduce the transparency. Then I will be getting the color. Try it out. If you reduce it, you will be getting a deeper color. Okay. Now check. You can if you wish if you wish you can also add an image if you don't want to go for background color right you can also go for image as well in the background right whatever you wish you can go for that I have an if you have an image in your system okay what you can do you can just click on this sign okay symbol and then you will be able to get an image and you will be able to apply it okay as a background as a background but for now What I'm going to do, I'm going to apply the color only, background color only instead of an image. Okay, image we are going to work today because we are going to create a report. There I will be showing you how to insert an image. Okay, so let's go to the build visual again. Let's go to the build visual again. Okay, now please kindly let me know are you able to view all these images? Are you able to get all the images that I have or you have something less all the images especially this one 1 2 3 or something then only you will be understand okay all are there right if all are there not an issue because in the previous version they have removed it so that's why I asked you okay let's go forward then all right now we are going to create the charts okay or we are going to first create a chart. We are going to do the formatting and then we are going to create a report. Okay. So let's start it. Okay. Now let's go for the visuals. Okay. Build visual. So I'm going for the visualization right now everyone. Okay. This is my build visual. Okay. This is the maximum background we have the default background you have. If you wish to go for changing the size, okay, if you want to go for a default size, right, you can go for canvas settings and again same thing. If you wish to go for setting, you can go for the canvas setting and you can select the sizes. So for us, it is 16 is to 9. Keep it that one. That's better one. Okay. But if you wish to still change it, you can go for custom. You can go for custom and you can make it custom. Okay. Size you can go for the height and the pixel. You can set it but I would suggest go for the default one that is your 16 is to 9. There are different options as well right 4 is to3 letter tool tip custom. So go for the 16 is to 9 that is the most appropriate for creating the Okay. Now let's proceed. We are going to create a chart. Okay. Category wise total sales. We are going to create a sales dashboard today. Okay. Let's go for creating a sales dashboard. So I'm selecting the first chart. You're aware of this one, right? Okay. So let's go for this. Okay. Now I'm clicking on this chart. Clicking on this chart. Then I'm selecting category. Just check that box. Category. Then I'm going to select the sales. I'm going to select the sales. So please check once I click here right. So this is my category on the y-axis on x-axis I'm getting the sales. Now I can simply drag it to enlarge the image a little bit. Okay. It's simple here. I'm removing the chart. Please click on the first chart. Okay. Select the category. Check the box. Category. Check the box. sales under the data pen. That's it. Okay. Now, please check if you wish to enlarge the size. Okay. Maximize the size. I can go I can just take my cursor here. You will be able to see the cursor has changed. Now, you can able to drag it. So, I'm dragging it little bit right now. Okay. Once I drag it, if I wish I can also just take move it to some other position. So, what I'll do, I'll take it somewhere here. I'll take it down. Now, let's go with the formatting. When you are going for the formatting, right, you have to make sure that your chart is selected. How do I know my chart is selected? You can see this gray lines. You can get this gray lines over here. So, that means my chart is selected. If my chart is selected, then only I will be getting this option. Just give me a moment. then only you will be able to get this option that format your visual. Okay, check here format your visual. If your chart is not selected, you will be getting format your report page. Format your report page. So make sure that your chart is selected. So click inside the chart, you will be getting this format your visual. Click on that. Okay. Now please check once you get this format your visual right. Once you get this format your visual you can see in the formatting part in the formatting part you can see two options. One is your general option another is your visual options. Now what are the whatever the options are present under the visuals right? Whatever the options are present under the visuals are specifically are specific to…

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