This document provides an overview of business analytics and the Power BI suite of tools for business intelligence. It defines business analytics as developing insights and understanding of business performance based on data analysis. Power BI is introduced as a free tool for data analytics that allows users to connect to various data sources, transform raw data, create visualizations and reports, and build dashboards. Key aspects of the Power BI service, desktop, and mobile apps are described, including sign-up processes, advantages, and filtering capabilities.
2. Business Analytics
• Business Analytics: developing new insights, drive business planning
and understanding of business performance based on data &
statistical method.
• BI (Business Intelligence):
set of methodologies, processes, architectures, technologies transform
raw data into meaningful & useful information, enable smarter decisions
& better business outcomes.
6. Introducing Power BI
1. Free option for a simplified tool that's specifically designed for data
analytics and that's updated more frequently than Excel:
• Power Query: data transformation
• Power Pivot: Modeling
• Reporting: Excel Pivot, Power View, Power Map
2. Consists of:
• Power BI Service
• Power BI Mobile
• Power BI Desktop
3. Data source:
• On-premises: Local Excel/CSV files, Organization database…
• Cloud Services: One Drive, CRM, Google Analytics,….
7. Power BI Service – 1
1. Sign-Up:
• https://powerbi.microsoft.com
• Must use work email (techcombank.com.vn): to share your work with colleagues
• Remember and noted your password (can not retrieve account if forget your password)
2. Advantages:
• Import/connect data source and build instant reports.
• Q&A
3. Disadvantages:
• Lack of available data analyst skills
• Data quality issues: trusted data, can not clean or transform
8. Power BI Service – 2
Portals:
1. Dataset: The data that you analyze
• On-Premises Data set:
Must be in Table format if data from Local Excel, CSV)
Upload Excel, CSV files to Onedrive
2. Report: Visualize data from exploring a single dataset
3. Dashboard: summarized view of important metrics related to the data
analyzing.
• Creating dashboard:
Existing reports: pin one/more or entire report page. Can pin visualization from multiple reports into same
dashboard
Q&A: type question in natural question box
Distributing dashboard: shared via mail or distributed content packs
9. Power BI Desktop
1. Download:
• https://powerbi.microsoft.com
2. Advantages:
• Available data analyst skills
• Overcome data quality issues: can clean or transform
• Add in new released visualizations (http://visuals.powerbi.com)
• Publish Reports to Power BI Service
3. Filters:
• Visual-level: filter data in the active visualization (filter or add other fields to visualizations)
• Page level filters: apply filters to all visualization on the active page
• Report level filters: apply filters to all visualization on the report even if they are on different pages
10. Power BI Mobile
1. Sign-Up:
• https://powerbi.microsoft.com
• Must use work email (techcombank.com.vn): to share your work with colleagues
• Remember and noted your password (can not retrieve account if forget your
password)
2. Advantages:
• Import/connect data source and build instant reports.
3. Disadvantages:
• Lack of available data analyst skills
• Data quality issues: trusted data, can not clean or transform