MSPowerBI: Difference between revisions

From Wiki RB4
 
(69 intermediate revisions by the same user not shown)
Line 3: Line 3:


===Concepts===
===Concepts===
* What is [https://learn.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview Power BI]
* https://docs.microsoft.com/de-de/power-bi/guidance/star-schema
* https://docs.microsoft.com/de-de/power-bi/guidance/star-schema
* There are three different options on how your data should be treated: Import, DirectQuery, or Live Connection. This section will focus specifically on the Import option.
* There are three different options on how your data should be treated: Import, DirectQuery, or Live Connection. This section will focus specifically on the Import option.
====Power Query====
Eine Power Query '''benutzerdefinierte Funktion''' ist eine Zuordnung aus einem Satz von Eingabewerten zu einem einzelnen Ausgabewert und wird aus nativen M-Funktionen und -Operatoren erstellt.
=====M Language=====
M ist eine funktionale Sprache:
* Der gesamte Code ist in Schritte unterteilt, die alle innerhalb eines Let-in-Statements definiert sind
* Jeder Schritt hat einen Namen, z. B. Quelle, oder auch #"Geänderter Typ"
* Schritte bauen zumeist (aber nicht zwangsläufig) aufeinander auf. Daher sieht man es häufig, dass der Name eines Schrittes im darauffolgenden Schritt innerhalb der Funktionen benutzt wird
* Derjenige Schritt, der nach dem in benannt ist (letzte Zeile im Skript), stellt das Ergebnis der gesamten Abfrage da. Das Ergebnis dieses Schrittes wird dem Nutzer – zumeist, aber nicht notwendigerweise – als Tabelle zurückgegeben.


====Relationsships====
====Relationsships====
Line 37: Line 28:
* https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi
* https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi


====Calculated Columns====
* [[File:PowerBI_28.PNG|50px]]
ES Activity Order = RELATED('ES Activity Order'[ES Activity Order])
====Measures====
====Measures====




Calculated measures are very different than calculated columns. Calculated measures are not static, and operate within the current filter context of a report; therefore, calculated measures are dynamic and ever-changing as the filter context changes. Calculated measures can do the following:
=====DAX Studio=====
* They can be assigned to any table
* https://towardsdatascience.com/handling-blank-in-power-bi-90eed948d042
* They interact with all the relationships in the data model automatically, unlike calculated columns.
* They are not materialized in a column, and therefore cannot be validated in the Data View.
 
* https://www.enjoysharepoint.com/power-bi-measure-examples/ examples
 
=====Filter Context=====
Der Filterkontext beschreibt die Filter, die während der Auswertung eines Measures oder eines Measureausdrucks angewandt werden. Filter können direkt auf Spalten angewandt werden. Darüber hinaus können Filter auch indirekt angewandt werden. Dies passiert immer dann, wenn Filter durch Modellbeziehungen an andere Tabellen weitergegeben werden.
 
======Change of the Filter Context======
Generally <FILTER> extends the filter context
CALCULATE(<EXPRESSION>, [<FILTER>*])
 
The following definitions are equivalent
Revenue Red = CALCULATE([Revenue], 'Product'[Color] = "Red")
Revenue Red = CALCULATE([Revenue],
    FILTER(
        'Product',
        'Product'[Color] = "Red"
    )
)
 
=====[[DAX|DAX]]=====
* https://www.powerbi-pro.com/calculate-das-schweizer-armeemesser-in-dax/
 
===Views===
* [[File:PowerBI_5.PNG|100px]]
** Report View (Berichtsansicht)
** Data View (Datenansicht)
** Relationship View (Beziehungsansicht)
 
==Ressources==
* [https://docs.microsoft.com/de-de/power-bi/ Microsoft Documentation]
* [https://www.youtube.com/watch?v=AuYzsfXKkbM Beginners Tutorial]
* [https://k21academy.com/microsoft-azure/data-analyst/power-bi-transform-data/ examples for data manipulation at import]
* [https://ssbi-blog.de/blog/business-topics/wie-du-unregelmaessige-hierarchien-in-power-bi-und-power-pivot-nutzen-solltest/ irregular hierachies e.g. for org model]


==Operation==
==Operation==
Line 83: Line 42:
====General Information====
====General Information====
Power Query Editor always works with a preview of the data, to make the development process fast. When you load the data in Power BI, transformations will be applied on the entire dataset. Hence errors might have not been identified before the full import of data.
Power Query Editor always works with a preview of the data, to make the development process fast. When you load the data in Power BI, transformations will be applied on the entire dataset. Hence errors might have not been identified before the full import of data.


====Steps====
====Steps====
Line 91: Line 51:
* delete rows above headers (e.g. filter sums) by [[File:PowerBI_3.PNG|400px]]
* delete rows above headers (e.g. filter sums) by [[File:PowerBI_3.PNG|400px]]
* set first row as header line by [[File:PowerBI_4.PNG|400px]]
* set first row as header line by [[File:PowerBI_4.PNG|400px]]
=====Delete Columns=====
* delete columns not needed by right click -> delete
=====Add Columns=====
=====Add Columns=====
* see https://docs.microsoft.com/de-de/power-bi/transform-model/desktop-tutorial-create-calculated-columns
* see https://docs.microsoft.com/de-de/power-bi/transform-model/desktop-tutorial-create-calculated-columns
Line 98: Line 56:
* example [[File:PowerBI_12.PNG|400px]]
* example [[File:PowerBI_12.PNG|400px]]
<code>= Table.AddColumn(#"Geänderter Typ", "Charge Fact", each if Value.Is([#"Chargeability (FTE)#(lf)"], type number) then [#"Chargeability (FTE)#(lf)"] else 1)</code>
<code>= Table.AddColumn(#"Geänderter Typ", "Charge Fact", each if Value.Is([#"Chargeability (FTE)#(lf)"], type number) then [#"Chargeability (FTE)#(lf)"] else 1)</code>


<code>= Table.AddColumn(#"Geänderter Typ2", "Activity Type", each if [#"Partner-PSP-Element"] = "9914.P10048.004" then "ES Admin" else if [#"Partner-PSP-Element"] = "9914.P10048.005" then "ES Training" else if [#"Partner-PSP-Element"] = "9914.P10048.006" then "ES Relationship Management" else "tbd")</code>
<code>= Table.AddColumn(#"Geänderter Typ2", "Activity Type", each if [#"Partner-PSP-Element"] = "9914.P10048.004" then "ES Admin" else if [#"Partner-PSP-Element"] = "9914.P10048.005" then "ES Training" else if [#"Partner-PSP-Element"] = "9914.P10048.006" then "ES Relationship Management" else "tbd")</code>
<code>= Table.AddColumn(#"Renamed Columns1", "Initials", each Text.Start([First Name], 1) & Text.Start([Last Name], 1))</code>


=====Delete Rows=====
=====Delete Rows=====
Line 109: Line 71:


=====Adjust Query=====
=====Adjust Query=====
* Show Query Settings [[:File:Screenshot 2024-04-21 151120.png]]
* [[File:PowerBI_6.PNG|100px]]
* [[File:PowerBI_6.PNG|100px]]


Line 116: Line 79:
=====Error Handling=====
=====Error Handling=====
* [https://radacad.com/exception-reporting-in-power-bi-catch-the-error-rows-in-power-query example see here]
* [https://radacad.com/exception-reporting-in-power-bi-catch-the-error-rows-in-power-query example see here]
* remove all rows with an error in one column [[File:Screenshot 2024-04-22 143455.png|400px]] [[File:Screenshot 2024-04-22 143615.png|400px]]
* remove all rows with an error in any column [[File:Screenshot 2024-04-22 143919.png|400px]]
* replace errors in one column -> Replace Errors [[File:Screenshot 2024-04-22 144133.png|400px]]


===Export Data to Excel===
===Export Data to Excel===
Line 129: Line 95:


===Visuals===
===Visuals===
====General Properties====
* border [[File:PowerBI_31.PNG|200px]]
====Filter on Visuals====
* https://www.youtube.com/watch?v=8y4yjPYe4-8
====Show Selection Pane for Grouping====
* [[File:PowerBI_19.PNG|400px]]
* you need to select at least 2 visuals to have the context menu 'group'
* to avoid overlapping visuals put them in different groups
====Sorting according to Values====
====Sorting according to Values====
* Enter Data and give the table a name [[File:PowerBI_14.PNG|200px]]
* Enter Data and give the table a name [[File:PowerBI_14.PNG|200px]]
** if needed edit the data by [[File:PowerBI_15.PNG|200px]] which opens Power Query
** if needed edit the data by [[File:PowerBI_15.PNG|200px]] which opens Power Query
** select [[File:PowerBI_16.PNG|400px]]
** select [[File:PowerBI_16.PNG|400px]]
** creating columns and enter data
* Create Relationship
* Create Relationship
* Create new Sort Column with e.g.
* Create new Sort Column with e.g. [[File:PowerBI_25.PNG|200px]]
  ES Activity Order = RELATED(ES_Activity_Order[ES Activity Order])
  ES Activity Order = RELATED(ES_Activity_Order[ES Activity Order])
* set this column as sort column by [[File:PowerBI_17.PNG|600px]]
* set this column as sort column by [[File:PowerBI_26.PNG|100px]] [[File:PowerBI_17.PNG|600px]]


====Slicer====
====Slicer====
Line 147: Line 126:
* grand total and subtotals [[File:PowerBI_13.PNG|200px]]
* grand total and subtotals [[File:PowerBI_13.PNG|200px]]


====Stacked Bar Chart====
====Mulit-Row Card====
* figures in bar by switching on 'data label'
* Title On/Off: caption of multi-row card on top
* Visual Data -> Fields -> Right Click -> Rename for this visual: text below number
* Visual Data -> Category Label On/Off: show text below number
* Visual Data -> Category Label: format of text below number
 
====Pie Chart====
* sequence of fields defines the position, starts at 00:00
* Format -> Visual -> Legend -> Position
* Format -> Visual -> Slices -> Colors [[File:PowerBI_30.PNG|100px]]


====Single Card====
====Single Card====
* 'Collout value' -> Font: size of number
* 'Collout value' -> Font: size of number
* 'Category label' on/off: text below number
* 'Category label' on/off: text below number
* 'Title': text above number
====Stacked Bar Chart====
* figures in bar by switching on 'data label'
* bar char width by spacing -> Inner Padding[[File:PowerBI_22.PNG|200px]]
* colors [[File:PowerBI_27.PNG|200px]]
====100% Stacked Column Chart====
* zoom slider [[File:PowerBI_23.PNG|200px]] [[File:PowerBI_24.PNG|50px]]
====Stacked Column Chart====
* show 0 values
=====Table=====
=====Show Duplicates=====
* https://www.goodly.co.in/find-duplicate-values-dimension-table-powerbi/
* [[File:PowerBI_21.PNG|400px]]


==Projects==
==Projects==

Latest revision as of 10:26, 3 September 2024

Information[edit]

  • extension for local saves is *.pbix

Concepts[edit]

Relationsships[edit]

Import aspects are:

  • Auto-detected relationships
  • There may be only one active relationship between two tables
  • There may be an unlimited number of in-active relationships between two tables
  • Relationships may only be built on a single column, not multiple columns
  • Relationships automatically filter from the one side of the relationship to the many side Relationships cannot be built directly between tables that have a many-to-many relationship
  • Cross-Filtering means a filter from a 1-to-many and many-to-1 relationship like filter on one dimension table to filter another dimension table via a fact table

The arrows defines the direction of filtering:

Hierachies[edit]
Modelling Organizational Hierachies[edit]

Calculated Columns[edit]

ES Activity Order = RELATED('ES Activity Order'[ES Activity Order])

Measures[edit]

DAX Studio[edit]

Operation[edit]

Import Data from Excel[edit]

General Information[edit]

Power Query Editor always works with a preview of the data, to make the development process fast. When you load the data in Power BI, transformations will be applied on the entire dataset. Hence errors might have not been identified before the full import of data.


Steps[edit]

Define Import[edit]
  • select import and file
  • select transform (not load)
Delete Rows e.g. Header[edit]
  • delete rows above headers (e.g. filter sums) by
  • set first row as header line by
Add Columns[edit]

= Table.AddColumn(#"Geänderter Typ", "Charge Fact", each if Value.Is([#"Chargeability (FTE)#(lf)"], type number) then [#"Chargeability (FTE)#(lf)"] else 1)


= Table.AddColumn(#"Geänderter Typ2", "Activity Type", each if [#"Partner-PSP-Element"] = "9914.P10048.004" then "ES Admin" else if [#"Partner-PSP-Element"] = "9914.P10048.005" then "ES Training" else if [#"Partner-PSP-Element"] = "9914.P10048.006" then "ES Relationship Management" else "tbd")


= Table.AddColumn(#"Renamed Columns1", "Initials", each Text.Start([First Name], 1) & Text.Start([Last Name], 1))

Delete Rows[edit]
  • filter specific value (click to right down arrow in the column header and define the filter)
N charactors from left[edit]
  • next step delete the rows to the right
  • rename column to the original name (w/o .1 suffix)
Adjust Query[edit]
Not summing up a column like personnel number[edit]
Error Handling[edit]
  • example see here
  • remove all rows with an error in one column
  • remove all rows with an error in any column
  • replace errors in one column -> Replace Errors

Export Data to Excel[edit]

  • move or right click in header
  • select dots
  • select export data


Relationsships[edit]

Change Default Summarization[edit]


Visuals[edit]

General Properties[edit]

  • border

Filter on Visuals[edit]

Show Selection Pane for Grouping[edit]

  • you need to select at least 2 visuals to have the context menu 'group'
  • to avoid overlapping visuals put them in different groups

Sorting according to Values[edit]

  • Enter Data and give the table a name
    • if needed edit the data by which opens Power Query
    • select
    • creating columns and enter data
  • Create Relationship
  • Create new Sort Column with e.g. 
ES Activity Order = RELATED(ES_Activity_Order[ES Activity Order])
  • set this column as sort column by

Slicer[edit]

  • Selection Behavior

Matrix[edit]

Mulit-Row Card[edit]

  • Title On/Off: caption of multi-row card on top
  • Visual Data -> Fields -> Right Click -> Rename for this visual: text below number
  • Visual Data -> Category Label On/Off: show text below number
  • Visual Data -> Category Label: format of text below number

Pie Chart[edit]

  • sequence of fields defines the position, starts at 00:00
  • Format -> Visual -> Legend -> Position
  • Format -> Visual -> Slices -> Colors

Single Card[edit]

  • 'Collout value' -> Font: size of number
  • 'Category label' on/off: text below number
  • 'Title': text above number

Stacked Bar Chart[edit]

  • figures in bar by switching on 'data label'
  • bar char width by spacing -> Inner Padding
  • colors

100% Stacked Column Chart[edit]

  • zoom slider

Stacked Column Chart[edit]

  • show 0 values
Table[edit]
Show Duplicates[edit]

Projects[edit]

ES KPI Reporting[edit]

  • Table for Activity Sorting: Report View -> Enter Data -> ... and edit it via these steps

English/German[edit]

Slicer Datenschnitt
E1 G1
E2 G2
Retrieved from "http://uweheuer.spdns.de/mediawiki_new/index.php?title=MSPowerBI&oldid=11158"