Coding

Power BI Crash Course for Beginners 2020 – Analyze & Visualize Data with Power BI Desktop

  • 00:00:00 hi welcome to this course greater of you
  • 00:00:02 on board in this course you will learn
  • 00:00:03 all about power bi desktop power bi pro
  • 00:00:06 power bi mobile and more because power
  • 00:00:09 bi is not a single tool it's a set of
  • 00:00:11 combined tools and in this course you
  • 00:00:14 will learn all to go from zero to
  • 00:00:16 creating your own power bi projects we
  • 00:00:19 will learn all this step-by-step in an
  • 00:00:21 interactive course project the project
  • 00:00:23 starts with power bi desktop a local
  • 00:00:26 application which you can download to
  • 00:00:28 your Windows computer power bi desktop
  • 00:00:30 is all about data preparation beta
  • 00:00:32 analysis and data visualization and we
  • 00:00:35 will cover all these three parts in a
  • 00:00:37 lot of detail after power bi desktop
  • 00:00:39 we'll have a look at Power bi Pro which
  • 00:00:42 allows us to bring our data from the
  • 00:00:43 local computer to the cloud in power
  • 00:00:46 appear Pro you can collaborate in your
  • 00:00:48 projects with your colleagues and you
  • 00:00:50 can share projects within and outside
  • 00:00:52 your organization will then continue
  • 00:00:55 with power bi mobile it's esta name
  • 00:00:57 indicates a mobile application which
  • 00:00:59 allows you to access your data from
  • 00:01:02 anywhere from your mobile device after
  • 00:01:05 that we'll dive into more advanced
  • 00:01:07 features of power bi
  • 00:01:08 for example we will learn how to create
  • 00:01:10 own custom visuals power bi ships with a
  • 00:01:13 lot of beautiful visuals but if that's
  • 00:01:15 not enough
  • 00:01:16 hey then you can dive deeper and create
  • 00:01:18 visuals exactly according to your needs
  • 00:01:20 on your own this and a lot more is
  • 00:01:23 what's inside the course so what are we
  • 00:01:25 waiting for let's get started
  • 00:01:35 let's dive right into the course and to
  • 00:01:38 do that we should have a look at the
  • 00:01:40 most important question first what is
  • 00:01:42 power bi actually on the official
  • 00:01:45 website you can find this statement here
  • 00:01:47 telling you that power bi is a business
  • 00:01:50 analytic solution it allows you to
  • 00:01:52 visualize data and to share information
  • 00:01:54 and that it can be connected to hundreds
  • 00:01:57 of data sources and you can use it to
  • 00:02:00 create dashboards and reports
  • 00:02:01 that's a nice statement indicating that
  • 00:02:04 power bi is a quite powerful tool but I
  • 00:02:07 guess it's a bit too complex at this
  • 00:02:09 stage because in simpler words power bi
  • 00:02:12 is a bi a business intelligence tool
  • 00:02:15 allowing you to analyze visualize and
  • 00:02:18 share data that's it in the end and
  • 00:02:20 there are some thing is that power bi is
  • 00:02:22 a bi tool for everyone so you don't need
  • 00:02:25 any prior experience to work with power
  • 00:02:28 bi now we will dive into all its core
  • 00:02:32 features throughout the course but at
  • 00:02:33 this point we should understand how
  • 00:02:35 power bi is organized and structured to
  • 00:02:38 allow everyone to become a bi expert for
  • 00:02:42 that we should have a look at the three
  • 00:02:43 core areas of power bi the first core
  • 00:02:46 area is the data preparation and
  • 00:02:48 analysis so anything related to data or
  • 00:02:52 tables you could say data preparation
  • 00:02:54 means connecting power bi to different
  • 00:02:56 source files and to work on that raw
  • 00:02:59 information this can mean that you want
  • 00:03:02 to work on columns delete columns for
  • 00:03:04 example or you might want to change the
  • 00:03:06 data format from a text to a number the
  • 00:03:09 goal of data preparation is to have
  • 00:03:11 shaped or prepared data which you can
  • 00:03:13 then use to perform your analysis
  • 00:03:15 analyzing data in power bi could mean
  • 00:03:18 simple tasks like calculating averages
  • 00:03:21 or more complex calculations we'll have
  • 00:03:24 a look at throughout the course with the
  • 00:03:25 data related part finished we can
  • 00:03:28 continue with the next core area
  • 00:03:30 visualizations because you can of course
  • 00:03:32 present data as simple tables this is
  • 00:03:35 also possible and power bi but you can
  • 00:03:37 also create lots of different visuals
  • 00:03:40 this can be line charts column charts
  • 00:03:42 bar charts or more advanced visuals like
  • 00:03:44 maps for example so that's the second
  • 00:03:47 core area we now saw that we can work
  • 00:03:49 data and that we can present our results
  • 00:03:50 and this brings us to the third and last
  • 00:03:53 core area of power bi collaboration and
  • 00:03:56 sharing because you can work on your own
  • 00:03:58 in power bi this is possible but you can
  • 00:04:01 also work together in teams and you can
  • 00:04:04 also share your results then within your
  • 00:04:05 organization or even outside your
  • 00:04:07 organization this is collaboration and
  • 00:04:10 sharing so these are the three core
  • 00:04:13 areas making power bi such a powerful bi
  • 00:04:16 tool the last question now is how does
  • 00:04:20 power bi do this though which tools do I
  • 00:04:22 have to achieve all these goals well
  • 00:04:25 this brings us to the core power bi
  • 00:04:27 tools it because power bi isn't a single
  • 00:04:31 tool it's a set of multiple combined
  • 00:04:34 tools interacting with each other and
  • 00:04:36 these core tools are power bi desktop
  • 00:04:39 power bi service or pro and power bi
  • 00:04:43 mobile let's get started with power bi
  • 00:04:46 desktop power bi desktop is a local
  • 00:04:49 application this means it's a program
  • 00:04:51 you can download for free to your
  • 00:04:53 computer with one single restriction
  • 00:04:56 though it's only available for Windows
  • 00:04:58 machines with power bi desktop you have
  • 00:05:01 a very strong tool covering many of the
  • 00:05:04 core areas we just talked about already
  • 00:05:06 because in power bi desktop you can work
  • 00:05:08 on data sets this means the initial data
  • 00:05:11 preparation we just talked about so the
  • 00:05:13 connection to the source files empty
  • 00:05:14 work on that information and also the
  • 00:05:17 data analysis part meaning that you
  • 00:05:19 apply your own calculations to the
  • 00:05:20 information to get the insights you need
  • 00:05:22 into your data you can also create
  • 00:05:25 visuals in power up your desktop as I
  • 00:05:27 said we have line charts bar charts
  • 00:05:29 column charts Maps even combined charts
  • 00:05:31 so many many different ways to visualize
  • 00:05:34 information in power bi desktop to bring
  • 00:05:36 more structure into your visuals power
  • 00:05:39 bi has the so called report feature a
  • 00:05:41 report simply allows you to organize
  • 00:05:43 your visuals on different pages so you
  • 00:05:46 have one page for example with revenue
  • 00:05:49 data a second page with cost data just
  • 00:05:51 to give you a simple example here and in
  • 00:05:54 the end all these different pages are
  • 00:05:56 summarized in one report this is what
  • 00:05:59 power bi desktop is about in a nutshell
  • 00:06:01 as you can see
  • 00:06:03 a very very powerful tool already it has
  • 00:06:05 one core restriction though it can be
  • 00:06:08 downloaded to your machine and therefore
  • 00:06:10 you are kind of alone when you work in
  • 00:06:12 power up your desktop now this can be
  • 00:06:14 okay for certain projects but typically
  • 00:06:17 if you work in an organization you are
  • 00:06:20 not alone and you're working in teams
  • 00:06:22 and this brings us to the second core
  • 00:06:25 power bi tool power bi service or pro
  • 00:06:28 power bi service is a cloud application
  • 00:06:31 this means you just need a account
  • 00:06:34 a power bi account and then you can use
  • 00:06:36 it to log in to power bi service this
  • 00:06:39 means it's not limited to Windows only
  • 00:06:40 you only need a browser to well access
  • 00:06:43 this website what can we do in power bi
  • 00:06:46 service now well power bi service is not
  • 00:06:49 the tool to work on datasets that's part
  • 00:06:52 of power bi desktop therefore we don't
  • 00:06:54 have these strong data preparation and
  • 00:06:56 analysis capabilities which has talked
  • 00:06:58 about in power bi desktop power bi
  • 00:07:01 service can be used to create visuals
  • 00:07:03 and reports though this is possible but
  • 00:07:06 it works basically the same way as it
  • 00:07:09 does in power bi desktop therefore in
  • 00:07:11 this course we will focus on 2 power bi
  • 00:07:13 desktop when it comes to visuals and
  • 00:07:15 reports and not dive too deep into this
  • 00:07:18 area in power bi service because there
  • 00:07:20 is actually another part where power bi
  • 00:07:23 service really shines and this is
  • 00:07:25 creating dashboards dashboards our
  • 00:07:28 summary pages you could say so one
  • 00:07:31 single page with the core visuals of the
  • 00:07:34 report this could be a page you present
  • 00:07:36 your executive to give them an overview
  • 00:07:38 of the most important numbers from the
  • 00:07:41 dashboard you can then dive into the
  • 00:07:44 report and into single visuals if you
  • 00:07:46 want you but the dashboard is the first
  • 00:07:48 thing you see now as I talk about
  • 00:07:51 presenting dashboards to your executive
  • 00:07:53 this brings us to the other really
  • 00:07:56 strong part of power bi service this is
  • 00:07:58 collaboration and results sharing
  • 00:08:01 because power bi service is the tool you
  • 00:08:04 need when it comes to any kind of
  • 00:08:06 interaction with other people be it
  • 00:08:08 inside your team beat inside your
  • 00:08:10 organization or even outside your
  • 00:08:12 organization you can use power bi
  • 00:08:14 service to collaborate on your
  • 00:08:16 object and to share the final results
  • 00:08:18 with other people and this sharing part
  • 00:08:21 also brings us to the last core power bi
  • 00:08:24 toolset
  • 00:08:24 power bi mobile as the name indicates
  • 00:08:27 power bi Mobile is a mobile app which
  • 00:08:30 you can download from the Google Play
  • 00:08:32 Store or the App Store if you have an
  • 00:08:34 Apple device and it simply allows us to
  • 00:08:37 access our information our dashboards
  • 00:08:39 our reports from anywhere and this is
  • 00:08:43 not core power bi toolset that was the
  • 00:08:47 fury part and throughout this course
  • 00:08:49 we'll dive into all these tools we'll
  • 00:08:51 see how these tools interact in a real
  • 00:08:53 interactive project but now we should
  • 00:08:56 get started first and we will get
  • 00:08:58 started with power bi desktop
  • 00:09:04 so let's dive into the world of power bi
  • 00:09:07 desktop for that we have to download it
  • 00:09:09 first to do so we should go to the
  • 00:09:12 official Microsoft website here power bi
  • 00:09:15 dot Microsoft comm and there if you go
  • 00:09:17 to products click onto it you can select
  • 00:09:20 power bi desktop if you do so you have
  • 00:09:24 two options to download it now download
  • 00:09:27 free and see download or language
  • 00:09:29 options this one is fine you can do this
  • 00:09:32 but I recommend the advanced download
  • 00:09:34 option here as it allows you to well
  • 00:09:37 select the language and as it also
  • 00:09:39 provides some additional information
  • 00:09:41 we'll have a look at in a few seconds so
  • 00:09:43 let's click on to see download or
  • 00:09:45 language options now this new window
  • 00:09:48 opens and if we scroll down a bit here
  • 00:09:51 we can first see that we can select the
  • 00:09:54 language power bi desktop should be
  • 00:09:56 installed and download it in I'll go
  • 00:09:59 with English here I recommend you to do
  • 00:10:01 the same at this point and if we scroll
  • 00:10:03 down a bit further you can also open
  • 00:10:06 this system requirements menu here you
  • 00:10:08 see which requirements power bi desktop
  • 00:10:11 as you see the required operating system
  • 00:10:13 and down here you see that you need a
  • 00:10:16 32-bit or 64-bit Windows platform if you
  • 00:10:20 are not sure here if you have a 2 bit or
  • 00:10:22 64 bit platform you can simply press the
  • 00:10:24 Windows key on your keyboard and then
  • 00:10:27 enter system information then can open
  • 00:10:32 this app right here and then under the
  • 00:10:34 system type you see that I have a 64 bit
  • 00:10:36 based PC if you have for the 2 bit here
  • 00:10:40 then you should go with the 32 bit
  • 00:10:41 version and you can select the
  • 00:10:43 corresponding version now if you go to
  • 00:10:45 download there you have t2 options so 64
  • 00:10:49 bit for me this would be the first 2 bit
  • 00:10:50 version and now by clicking next the
  • 00:10:55 download should start as you can see
  • 00:10:57 down here can take a few seconds and
  • 00:10:58 once this download is finished we'll
  • 00:11:01 continue with the installation of power
  • 00:11:03 bi desktop the download finished so you
  • 00:11:06 should have this executable file here if
  • 00:11:09 you double click it the installation
  • 00:11:11 wizard starts so you can again select
  • 00:11:13 the language we selected English already
  • 00:11:15 so we'll stick to this one pressing next
  • 00:11:17 we'll bring us to the next menu here we
  • 00:11:21 can simply click on to next we can
  • 00:11:24 accept the License Agreement
  • 00:11:26 press next once again they you can now
  • 00:11:28 change the path your power bi desktop
  • 00:11:30 should be installed you for me the
  • 00:11:32 default one works totally fine so I'll
  • 00:11:34 click Next once again and then we can
  • 00:11:37 start the installation I'll also create
  • 00:11:38 a desktop shortcut here maybe you do the
  • 00:11:40 same so let's press install now this
  • 00:11:43 again takes a few seconds now the
  • 00:11:45 installation is done and now we could
  • 00:11:47 launch power bi desktop immediately I
  • 00:11:49 will uncheck this dough and start it
  • 00:11:51 manually as I want to give you one
  • 00:11:53 additional information at this point
  • 00:11:55 so let's uncheck this box and press
  • 00:11:57 finish and now you have the power bi
  • 00:11:59 desktop application here on the desktop
  • 00:12:02 if we not double click it we open power
  • 00:12:06 bi desktop and with that we open a new
  • 00:12:08 project that's important at this point
  • 00:12:11 because if we open a new project we also
  • 00:12:13 have to save a new one we'll do this
  • 00:12:15 later throughout this introduction video
  • 00:12:17 just keep in mind if you open power bi
  • 00:12:19 desktop like this a new project will be
  • 00:12:22 opened what you can see here now is the
  • 00:12:24 starting screen restarting menu don't
  • 00:12:27 get distracted by this sign in part here
  • 00:12:29 this is required for power bi service or
  • 00:12:32 power bi pro so we'll cover this later
  • 00:12:34 throughout the course for power bi
  • 00:12:36 desktop no
  • 00:12:37 sign-in is required now we could
  • 00:12:41 directly connect power bi desktop to a
  • 00:12:43 source file if we go to get data right
  • 00:12:45 here but I would like to go to the
  • 00:12:47 options menu first to show you one very
  • 00:12:50 important option for power bi desktop in
  • 00:12:53 general but also to follow along this
  • 00:12:55 course conveniently so let's close this
  • 00:12:58 pop-up here and now we see the power bi
  • 00:13:01 desktop interface something we'll
  • 00:13:03 explore in a lot of detail in the next
  • 00:13:06 module for now just go to file now to
  • 00:13:09 options and settings right here and now
  • 00:13:13 we go to options up there in this menu
  • 00:13:17 please go down to current file down here
  • 00:13:20 and select regional settings this menu
  • 00:13:24 allows you to set the so-called locale
  • 00:13:26 as you can see here the locale is
  • 00:13:28 important to interpret numbers dates and
  • 00:13:31 cetera so it's basically important to
  • 00:13:34 make sure that if I apply a change to
  • 00:13:36 data to data formats that this change is
  • 00:13:39 also applied accordingly in your project
  • 00:13:41 for your individual projects you can use
  • 00:13:43 different locales for the purpose of
  • 00:13:45 this course I highly recommend to use
  • 00:13:47 English United States right here also
  • 00:13:50 the locale I use so just make sure that
  • 00:13:52 this is set correctly and press ok and
  • 00:13:54 now we are back in power bi desktop the
  • 00:13:57 problem we have of course is that we
  • 00:13:59 don't have any kind of data in our
  • 00:14:01 project let's change this quickly for
  • 00:14:03 that we stay in this home ribbon here
  • 00:14:06 and go to get data if you click it in a
  • 00:14:08 lower part you get a quick summary of
  • 00:14:10 some common data sources if you click it
  • 00:14:13 in the upper part right here you get an
  • 00:14:15 overview of all data sources as you can
  • 00:14:18 see part of a desktop ships with a lot
  • 00:14:20 of data sources many of these covered
  • 00:14:22 throughout this course you can also
  • 00:14:24 select different data sources by
  • 00:14:26 category for example file data sources
  • 00:14:28 like Excel CSV and so on or databases
  • 00:14:32 like sequel or you cannot use this
  • 00:14:35 search option here and if I now enter
  • 00:14:37 web then you see we have this Web source
  • 00:14:42 type and that's the source type I want
  • 00:14:44 to use for this introduction project if
  • 00:14:47 you select it and press connect then
  • 00:14:49 well you can connect power bi desktop to
  • 00:14:51 a specific website what is missing here
  • 00:14:54 though is our URL let's quickly get one
  • 00:14:58 and here will not search for the IMF
  • 00:15:00 World Economic Outlook database this one
  • 00:15:09 now in my case the April 2020 version is
  • 00:15:12 the latest one if you have a more recent
  • 00:15:14 version at the point in time where you
  • 00:15:16 are watching this course you can of
  • 00:15:17 course use this one because the
  • 00:15:19 structure will remain the same you will
  • 00:15:21 just have more updated data talking
  • 00:15:23 about data quickly the IMF World
  • 00:15:25 Economic Outlook database simply
  • 00:15:27 provides GDP data so gross domestic
  • 00:15:30 product data for different countries for
  • 00:15:32 different years therefore it's a really
  • 00:15:35 nice data set to quickly get started
  • 00:15:36 with power bi desktop enough of the
  • 00:15:39 words let's select this April 2020
  • 00:15:41 version here in my case here we can now
  • 00:15:45 download or access to information I will
  • 00:15:47 use by countries here in this menu on
  • 00:15:50 the next page will select all countries
  • 00:15:52 this option we can continue here so we
  • 00:15:56 can select all our countries here we can
  • 00:15:58 now select the type of GDP data we want
  • 00:16:01 to download I'll go with the gross
  • 00:16:03 domestic product in current prices so
  • 00:16:05 the second option right here so let's
  • 00:16:07 not press continue here we can now
  • 00:16:10 select a date range we'll keep the
  • 00:16:12 default one and with that we cannot
  • 00:16:14 press prepare report and now we have our
  • 00:16:17 information already as you can see if
  • 00:16:19 you scroll to the right you have now GDP
  • 00:16:21 data for different years for different
  • 00:16:24 countries now we could download the
  • 00:16:26 information with this download button or
  • 00:16:29 alternatively we can directly access the
  • 00:16:31 information now from the browser from
  • 00:16:34 the website so to say to do so please
  • 00:16:37 select the URL up here right-click it
  • 00:16:39 and now press copy now go back to power
  • 00:16:43 bi desktop and now right click and paste
  • 00:16:46 this URL and click OK now this pop-up
  • 00:16:51 opens as power bi desktop wants to know
  • 00:16:54 how it should access this information on
  • 00:16:57 this website as we don't have any
  • 00:16:59 critical data here we can simply go with
  • 00:17:02 anonymous here and access this
  • 00:17:04 information on the website without any
  • 00:17:06 specific credentials so we can press
  • 00:17:08 connect here and here we are now in this
  • 00:17:12 so-called navigator the navigator now
  • 00:17:15 allows us to select the data or specific
  • 00:17:18 data that we want to receive from the
  • 00:17:20 website we have two views available here
  • 00:17:23 the so-called table view and the web
  • 00:17:25 view the default view is this table view
  • 00:17:28 and in this left part you can see the
  • 00:17:30 content of the website divided into
  • 00:17:32 different tables into different parts of
  • 00:17:35 the page you could say and if you click
  • 00:17:37 on to one of these tables you can see
  • 00:17:38 that this is well this part of the page
  • 00:17:40 this right here is another one and here
  • 00:17:43 Table five this is the actual content
  • 00:17:46 that we need so our data with two
  • 00:17:48 different columns and the GDP data we
  • 00:17:50 also have this web view as I said this
  • 00:17:52 one right here this presents us the
  • 00:17:54 entire web page however as you can see
  • 00:17:56 right here the web view is a bit
  • 00:17:59 bagi from time to time unfortunately
  • 00:18:00 because normally you should be able to
  • 00:18:03 see the different tables here
  • 00:18:04 highlighted so that you could directly
  • 00:18:06 select the tables here also in the web
  • 00:18:08 view this is not working here at the
  • 00:18:10 moment probably it's the same for you
  • 00:18:12 therefore I recommend to go back to the
  • 00:18:14 table view and to quickly check the
  • 00:18:15 content of the page right here and as I
  • 00:18:18 said table 5 is the one that we have to
  • 00:18:20 select and to finally select it we have
  • 00:18:22 to tick this box right here next to
  • 00:18:24 table 5 now with this table being
  • 00:18:27 selected we also have two options down
  • 00:18:29 here load and trends from data now short
  • 00:18:33 note at this point this is just the
  • 00:18:35 introduction project here so the goal is
  • 00:18:38 to guide you through the first steps in
  • 00:18:40 power bi desktop to show you how easy it
  • 00:18:42 is to connect power bi desktop to data
  • 00:18:44 and to create your first visuals
  • 00:18:47 throughout the course we'll dive a lot
  • 00:18:49 deeper into everything and a lot more
  • 00:18:51 you'll see in this introduction project
  • 00:18:54 so for the moment just follow along and
  • 00:18:56 enjoy the easiness of using power bi
  • 00:18:59 desktop a quick preview on load versus
  • 00:19:03 transform data at this point though load
  • 00:19:05 would mean that you immediately load the
  • 00:19:08 information into your so called data
  • 00:19:10 model so this would mean that you want
  • 00:19:12 to immediately start visualizing your
  • 00:19:15 data you could say transform data is the
  • 00:19:17 data preparation part I was talking
  • 00:19:20 about in the last lecture this is this
  • 00:19:22 connecting power bi desktop to source
  • 00:19:24 files but then working on columns data
  • 00:19:26 formats and so on therefore will now
  • 00:19:29 select transform data here to see if we
  • 00:19:31 have to prepare our information and if
  • 00:19:34 we do so you see something interesting
  • 00:19:36 you see a new menu and you interface and
  • 00:19:40 a new window which is opening I can
  • 00:19:43 prove this to you if I click on to this
  • 00:19:45 button to make the window a bit smaller
  • 00:19:47 you see we still have our initial menu
  • 00:19:50 in the background with some pending
  • 00:19:52 changes we'll cover that later
  • 00:19:53 throughout the course and now we have a
  • 00:19:55 separate window and this is the
  • 00:19:57 so-called query editor or power query
  • 00:20:00 editor as its named since a recent
  • 00:20:03 update now this power query editor or
  • 00:20:07 query editor as I will refer to
  • 00:20:08 throughout the course now allows you to
  • 00:20:11 work on the connection to resource file
  • 00:20:13 and also on the structure of the
  • 00:20:16 information displayed right here this
  • 00:20:18 means now it's time to explore this
  • 00:20:20 curry editor and to do our first data
  • 00:20:23 preparation steps
  • 00:20:28 as mentioned before this is just the
  • 00:20:31 introduction project therefore I just
  • 00:20:33 guide you through the core steps
  • 00:20:35 required for this project we'll dive
  • 00:20:37 into everything you see right here and a
  • 00:20:39 lot more in a lot of detail throughout
  • 00:20:42 the course therefore a very quick intro
  • 00:20:44 on what you can see right here in the
  • 00:20:46 center part you have the information
  • 00:20:47 that we saw on the website now import it
  • 00:20:51 into power bi desktop and the left part
  • 00:20:53 you see our so-called queries our
  • 00:20:55 connections to the source files here we
  • 00:20:57 have one connection to the website in
  • 00:21:00 the right part you have these all called
  • 00:21:02 applied steps this will present and
  • 00:21:04 store all changes applied to our data
  • 00:21:07 here these three steps for automatically
  • 00:21:09 applied by power bi desktop by the way
  • 00:21:10 and up here you see we have different
  • 00:21:13 ribbons we can click through and each
  • 00:21:15 ribbon comes with different options
  • 00:21:17 mainly related to the information here
  • 00:21:20 in the center of our screen so what
  • 00:21:23 should we do with this information now
  • 00:21:25 well the goal is to have a clean and
  • 00:21:28 prepared data set we can use to then
  • 00:21:30 create our visual and for that we first
  • 00:21:34 should work on the column names because
  • 00:21:36 here you can select the individual
  • 00:21:38 columns and you see we have column one
  • 00:21:40 column two and so on not the best column
  • 00:21:43 names at this stage especially as row
  • 00:21:45 number two this one here has country
  • 00:21:48 subject descriptor units and so on so it
  • 00:21:51 already contains our correct column
  • 00:21:53 names now we could manually rename these
  • 00:21:56 columns here this would be possible but
  • 00:21:57 the better way would be to delete this
  • 00:22:00 first column here and with that our row
  • 00:22:03 two would become our new Row one and
  • 00:22:05 then we could turn this first row into
  • 00:22:08 our column names into our so called
  • 00:22:10 header this means we have two steps we
  • 00:22:13 should do right here
  • 00:22:14 we should delete this existing first row
  • 00:22:16 and then we should turn our new first
  • 00:22:18 row this one here into the column names
  • 00:22:21 to do so we go to the home ribbon up
  • 00:22:24 here and then you have this reduce rows
  • 00:22:27 area if you click on to remove rows you
  • 00:22:30 see we have plenty of options in our
  • 00:22:33 case the first one is the required
  • 00:22:35 option remove top rows let's select this
  • 00:22:38 and now we have to specify how many rows
  • 00:22:41 starting from the
  • 00:22:43 we want to remove well in our case you
  • 00:22:45 want to remove row 1 therefore we should
  • 00:22:48 simply enter 1 right here press ok and
  • 00:22:51 the first row is immediately gun also
  • 00:22:55 indicated by the removed top row step
  • 00:22:57 here in the right part in our applied
  • 00:22:59 steps column so whenever you
  • 00:23:01 accidentally do a wrong step here you
  • 00:23:03 can simply undo this by clicking onto
  • 00:23:05 this X symbol left to that applied step
  • 00:23:07 just as a side note with the first step
  • 00:23:10 done we now need to turn this row into
  • 00:23:12 our column names to do so we can again
  • 00:23:15 go to the home ribbon now go to the
  • 00:23:18 right part of the screen here and click
  • 00:23:20 on to use first row as headers like this
  • 00:23:23 and now we have the correct column names
  • 00:23:25 country subject descriptor units and so
  • 00:23:28 on this was quite easy wasn't it now as
  • 00:23:32 we are talking about columns here at the
  • 00:23:34 moment we should check if we need all
  • 00:23:36 these different columns that we have in
  • 00:23:39 our data you can select the columns with
  • 00:23:41 the mouse as I did it right here or
  • 00:23:42 navigate through different columns with
  • 00:23:45 the left and right arrow key on your
  • 00:23:47 keyboard so we could say that the
  • 00:23:49 country yeah this is a column we need
  • 00:23:50 the subject descriptor showing you that
  • 00:23:53 we have to GDP here this is also fine
  • 00:23:55 but the units for example I don't think
  • 00:23:57 we need that column therefore we can now
  • 00:24:00 either go again to our home ribbon this
  • 00:24:03 one and go to remove columns right and
  • 00:24:06 therefore remove this existing column or
  • 00:24:09 alternatively we can right click on to
  • 00:24:11 that column and press remove up here
  • 00:24:13 let's go with this approach now to
  • 00:24:16 remove the column the scale can be kept
  • 00:24:18 this is fine here we have an empty
  • 00:24:21 column so again the same approach right
  • 00:24:23 click and remove and the remaining
  • 00:24:25 columns showing our GDP data I think
  • 00:24:27 these are all right let's see if we have
  • 00:24:30 any additional and required column yes
  • 00:24:32 the last one here so one less time right
  • 00:24:35 click and remove and with that we
  • 00:24:38 already improved our columns a lot
  • 00:24:41 however I'm still not happy with the
  • 00:24:44 result because now we should work on the
  • 00:24:46 structure of our data because if you
  • 00:24:49 have a look at the first columns we have
  • 00:24:50 the country we have the scale and then
  • 00:24:53 we have all these different years now
  • 00:24:55 what
  • 00:24:56 it'd be more in line with our current
  • 00:24:57 structure if it would have country then
  • 00:25:01 back here maybe a column named here and
  • 00:25:04 then one column named GDP because with
  • 00:25:07 that each individual topic would be
  • 00:25:09 covered in a separate column and the
  • 00:25:11 corresponding values would be stored
  • 00:25:13 inside that column I think this would be
  • 00:25:16 a good idea
  • 00:25:17 and to do that we simply can select the
  • 00:25:20 2014 column now scroll to the right
  • 00:25:23 press and hold the shift button on our
  • 00:25:26 keyboard and select the 2021 column now
  • 00:25:30 all columns should be selected and what
  • 00:25:33 I want to do now is I want to turn these
  • 00:25:35 individual columns into two new columns
  • 00:25:38 with one column being the year and the
  • 00:25:40 corresponding Year values we can see
  • 00:25:42 here as the column names and with the
  • 00:25:45 second column containing all the
  • 00:25:46 corresponding GDP data so all this
  • 00:25:49 information that is now stored in
  • 00:25:50 separate columns should be stored in
  • 00:25:53 this individual column that sounds a bit
  • 00:25:55 complex at this stage but it's a really
  • 00:25:57 helpful feature so let's do it and then
  • 00:25:59 take a closer look at it again to apply
  • 00:26:02 this transformation we should now not go
  • 00:26:04 to the home ribbon but to the transform
  • 00:26:07 ribbon here and here we can now go to
  • 00:26:09 unfavored columns and this unfavored
  • 00:26:11 option will exactly do what i was just
  • 00:26:14 explaining if we select this you see
  • 00:26:17 that we now have two columns only all
  • 00:26:19 the other columns are gone or are not
  • 00:26:21 gone actually are structured or
  • 00:26:24 organized differently now this attribute
  • 00:26:27 column here contains all the annual data
  • 00:26:29 so all the data for the different years
  • 00:26:31 and the value column contains the GDP
  • 00:26:34 data this means we reduced the amount of
  • 00:26:36 columns but of course increased the row
  • 00:26:39 count because now all the different
  • 00:26:41 years are stored in a different row
  • 00:26:43 before these were stored in different
  • 00:26:44 columns with that we achieved a big step
  • 00:26:48 already what we should do now is we
  • 00:26:50 should maybe rename this column so we
  • 00:26:52 can do this with a simple double click
  • 00:26:53 and naming it here pressing enter
  • 00:26:56 alternatively we can also right click
  • 00:26:58 here and go down to rename and name it
  • 00:27:02 GDP auditing enter so this looks already
  • 00:27:07 very good we are almost done with
  • 00:27:09 our data preparation here there are just
  • 00:27:11 two important steps missing one step is
  • 00:27:14 to change the data format because at the
  • 00:27:16 moment all our information is stored as
  • 00:27:18 text you can see this indicated by this
  • 00:27:21 ABC symbol here and if you click onto
  • 00:27:23 that you see that we can change the data
  • 00:27:25 format like this but before we do that
  • 00:27:28 that's very important also for the rest
  • 00:27:30 of the course
  • 00:27:31 we should make sure that if we want to
  • 00:27:32 change the data format from a text that
  • 00:27:34 we have right here to a number we should
  • 00:27:37 make sure that the information stored
  • 00:27:39 here can be converted to a different
  • 00:27:41 format because here the GP should not be
  • 00:27:44 stored as text it should be stored as a
  • 00:27:46 number actually
  • 00:27:47 therefore we should ensure that it
  • 00:27:49 contains only data which can be
  • 00:27:51 formatted as a number to do that we can
  • 00:27:54 simply click on to this arrow next to
  • 00:27:57 the column name and here we have the
  • 00:28:00 filter menu the filter menu allows you
  • 00:28:03 to change the order the information is
  • 00:28:05 displayed and it allows you to scroll
  • 00:28:07 through the data to see if you have any
  • 00:28:10 unwanted values if you scroll down right
  • 00:28:12 here for example you can see that we
  • 00:28:14 have and then a value down there and
  • 00:28:16 this and a value can't be formatted as a
  • 00:28:18 number therefore this would cause errors
  • 00:28:20 so this means if we now unselect an 8 it
  • 00:28:24 will be excluded from our data and this
  • 00:28:27 will then allow us to format the data
  • 00:28:28 correctly so let's press ok here and now
  • 00:28:32 we can change the data format and to do
  • 00:28:36 that I showed you that already we can
  • 00:28:38 simply click on to the symbol and now
  • 00:28:40 change the GDP to a decimal number like
  • 00:28:42 this and the same thing can be done for
  • 00:28:45 a year so let's click right here we
  • 00:28:47 could actually format it as a date but
  • 00:28:49 for the purpose of the introduction
  • 00:28:52 project we can simply format it as whole
  • 00:28:54 number totally sufficient at this point
  • 00:28:56 and with that we did our first data
  • 00:29:00 preparation as you can see this were
  • 00:29:02 lots of steps actually for an
  • 00:29:03 introduction project but it shows you
  • 00:29:05 how powerful power bi desktop is what we
  • 00:29:09 have to do now is we have to leave our
  • 00:29:10 query editor and load this information
  • 00:29:14 into our so called data model this means
  • 00:29:16 you should make sure that we get the
  • 00:29:18 information from that editor into this
  • 00:29:21 part of power bi desktop you could say
  • 00:29:23 to do that we go to file and now press
  • 00:29:27 close and apply right here like this
  • 00:29:30 producer you see the creditors closing
  • 00:29:33 and decree changes are now applied and
  • 00:29:36 the data is loaded into our data model
  • 00:29:39 in this data model we will now finally
  • 00:29:42 create our visuals
  • 00:29:48 we prepared the data and we now have the
  • 00:29:50 information stored in our data model but
  • 00:29:52 we cannot see any data at this point why
  • 00:29:55 is this the case well because we are in
  • 00:29:57 the so-called report for you right here
  • 00:29:59 at the moment this is the part where we
  • 00:30:02 will create our visualizations but you
  • 00:30:05 can already see this fields column in
  • 00:30:07 the right part here so this indicates
  • 00:30:09 that we have some information available
  • 00:30:12 in power bi desktop in our data model
  • 00:30:14 before we use this information though we
  • 00:30:16 should switch to another view the so
  • 00:30:18 called data view which is right here in
  • 00:30:21 the state of view you cannot see again
  • 00:30:23 our prepared information this is our
  • 00:30:26 final data set now loaded into the data
  • 00:30:29 model we could apply calculations in
  • 00:30:31 here now this will be covered later
  • 00:30:32 throughout the course but I actually
  • 00:30:34 only want to apply one change here at
  • 00:30:37 this point this change is related to the
  • 00:30:39 country column here because at the
  • 00:30:41 moment this country information is
  • 00:30:43 stored as text which is fine but you can
  • 00:30:47 also tell power bi that you have
  • 00:30:48 specific data here specific data types
  • 00:30:51 in here you could say because we have
  • 00:30:53 text but actually this column contains
  • 00:30:55 countries so geographic information and
  • 00:30:59 the information that we have countries
  • 00:31:01 here so that geographic information will
  • 00:31:03 become important in a few minutes now to
  • 00:31:05 tell power bi desktop that we have
  • 00:31:07 countries here we select the country
  • 00:31:09 column as I did it already and now we
  • 00:31:11 have these column tools here in these
  • 00:31:14 column tools we see the data type right
  • 00:31:17 here so text these are the same options
  • 00:31:19 we saw in the career editor but here in
  • 00:31:21 this properties area we have the data
  • 00:31:24 category at the moment we have uncatted
  • 00:31:26 eyes data but if you open this menu you
  • 00:31:30 have plenty of options on how to provide
  • 00:31:32 additional information on the data
  • 00:31:35 category for power bi desktop in our
  • 00:31:37 case the right category is country
  • 00:31:39 important not County but country down
  • 00:31:42 here look that change applied nothing
  • 00:31:45 changed at first sight here but if you
  • 00:31:48 look into the right part into these
  • 00:31:49 fields which are by the way equal to the
  • 00:31:52 ones we saw in our report view here you
  • 00:31:54 see we have this globe symbol in front
  • 00:31:56 of the country indicating that power bi
  • 00:31:58 desktop is not aware of the fact that
  • 00:32:00 this
  • 00:32:01 geographic information with that change
  • 00:32:04 being applied we can get back to our
  • 00:32:06 report view and now finally create our
  • 00:32:09 first visual to create visuals and power
  • 00:32:13 bi desktop you have this visualizations
  • 00:32:15 column here and you can select the
  • 00:32:17 visualization type directly in here
  • 00:32:19 let's say we want to go with this from
  • 00:32:21 right here the stacked column chart just
  • 00:32:23 select it and now you have this
  • 00:32:25 blueprint you could say for your visual
  • 00:32:27 we don't have anything in it but you can
  • 00:32:29 drag it around Center it as you want or
  • 00:32:31 even make it bigger I think that's the
  • 00:32:33 right option our case and now you can
  • 00:32:35 Center it like this and like that so we
  • 00:32:40 now have to blueprint for the visual but
  • 00:32:41 we need some information in here and for
  • 00:32:43 that we need our fields so again this
  • 00:32:45 column to the right because now we have
  • 00:32:48 to interact between our visualizations
  • 00:32:49 here and these fields containing the
  • 00:32:52 actual data and with the visualization
  • 00:32:54 being selected right here we now can
  • 00:32:57 interact between these two columns this
  • 00:33:00 means if I want to get started with
  • 00:33:01 presenting the GDP I can simply select
  • 00:33:05 it here and now drag and drop it into a
  • 00:33:07 specific data field of the visual in our
  • 00:33:10 case the GDP would be a value that we
  • 00:33:12 want to display so we can drag and drop
  • 00:33:13 it right here
  • 00:33:15 now the GDP data is applied right here
  • 00:33:18 but not very spectacular we need some
  • 00:33:22 additional information to make this
  • 00:33:23 chart a bit more fancy for that we can
  • 00:33:26 now select here and drag and drop it as
  • 00:33:29 the axis maybe now we quickly created
  • 00:33:33 our chart presenting GDP for different
  • 00:33:36 years what's missing though is the
  • 00:33:39 country specific information right
  • 00:33:41 because like this we just have it on a
  • 00:33:42 global level we can also do this let's
  • 00:33:45 go back to our fields and now take our
  • 00:33:47 country and drag it to the legend now we
  • 00:33:51 have more details in our chart now we
  • 00:33:53 have the GDP for different years for
  • 00:33:56 different countries the problem is that
  • 00:33:58 we have a bit too much information in
  • 00:34:01 here now because nobody can see a thing
  • 00:34:03 right here you could click to the right
  • 00:34:04 to see all the countries but I don't
  • 00:34:06 think this adds any value what you need
  • 00:34:08 right here at this stage maybe is a
  • 00:34:10 so-called filter to maybe only display
  • 00:34:13 the top
  • 00:34:14 ten countries other countries with the
  • 00:34:16 most contribution to the GDP for that we
  • 00:34:19 have this filter column here in this
  • 00:34:21 filter column we can now say that we
  • 00:34:23 want to apply specific filters on this
  • 00:34:26 visual right here in our case I want to
  • 00:34:29 filter for the top ten countries by GDP
  • 00:34:33 therefore the country is the important
  • 00:34:35 filter that we have to use right here
  • 00:34:37 for that we can hover to the country now
  • 00:34:40 expand this menu there we can now select
  • 00:34:42 the filter type a basic filtering would
  • 00:34:45 allow us to individually select the
  • 00:34:47 countries but I just want to select a
  • 00:34:49 top ten filter therefore we select this
  • 00:34:51 menu and now go to top end this one now
  • 00:34:55 we have to specify which top n should be
  • 00:34:58 presented so n in our case should be the
  • 00:35:01 top ten countries but the top ten
  • 00:35:04 countries by what well by the GDP
  • 00:35:07 therefore we can again go to our fields
  • 00:35:09 column and add this data field right
  • 00:35:12 there pressing apply filter now will
  • 00:35:16 well apply the filter and now we only
  • 00:35:19 have to top ten countries here in our
  • 00:35:21 visualization again we did a big change
  • 00:35:24 to our visual with just this simple step
  • 00:35:28 we are almost done with our introduction
  • 00:35:30 project at this point but we actually
  • 00:35:33 change the data category of our
  • 00:35:35 countries you remember this globe symbol
  • 00:35:37 which added a few minutes ago
  • 00:35:39 so for country specific data wouldn't a
  • 00:35:42 world map be the better visual I think
  • 00:35:45 so and we can immediately change this by
  • 00:35:47 simply selecting our visual that's
  • 00:35:49 important and now selecting the globe
  • 00:35:51 symbol right there
  • 00:35:53 if we do so you see we immediately get a
  • 00:35:56 world map in power bi desktop with our
  • 00:36:00 top 10 countries the problem here is
  • 00:36:02 that we have the information for each
  • 00:36:04 single year and here I just want to have
  • 00:36:06 the cumulative GDP data for each country
  • 00:36:09 for all the years therefore what we can
  • 00:36:11 do now is we can simply unselect the
  • 00:36:14 legend so we go to the legend area and
  • 00:36:16 click on to this X with that we now have
  • 00:36:19 the GDP data in a cumulative way and the
  • 00:36:23 bigger the GDP the bigger this bubble
  • 00:36:26 right here
  • 00:36:27 what's missing here maybe is the country
  • 00:36:29 name this will be our last addition to
  • 00:36:32 this visual and to change specific
  • 00:36:35 visual effects of our visual we can go
  • 00:36:38 to this menu here the format menu if you
  • 00:36:41 click onto this you have plenty of
  • 00:36:43 options on how to interact with your
  • 00:36:45 visual also cover throughout the course
  • 00:36:46 of course but at this point I only want
  • 00:36:49 to add the so called data category so if
  • 00:36:51 we switch this to on you see we now have
  • 00:36:54 the information regarding a country
  • 00:36:57 where the specific GDP belongs to also
  • 00:36:59 added to our visual and with that we
  • 00:37:02 finished our first power bi project and
  • 00:37:04 you also saw lots of core features
  • 00:37:07 already in this little example one less
  • 00:37:10 thing is missing though and this is
  • 00:37:12 saving a project of course because as I
  • 00:37:14 said in the beginning if you open a new
  • 00:37:15 instance of power bi desktop a new
  • 00:37:17 project will be opened therefore let's
  • 00:37:20 save this current project by clicking
  • 00:37:21 onto the Save button in the left upper
  • 00:37:23 part of the screen now you can select a
  • 00:37:26 location in my case I will just save it
  • 00:37:28 on the desktop and I will call it
  • 00:37:31 initial project maybe and it will be
  • 00:37:35 stored as PB IX file these are power bi
  • 00:37:38 desktop project files you save this now
  • 00:37:40 your project is stored you can now
  • 00:37:42 access it whenever you need it and we
  • 00:37:44 can continue with the next important
  • 00:37:46 part of this course the course outline
  • 00:37:48 because this course is packed with
  • 00:37:50 content and I want to make sure that you
  • 00:37:52 know what you can expect from this
  • 00:37:54 course
  • 00:37:59 what's inside this course what does it
  • 00:38:02 offer to make you a power bi expert we
  • 00:38:05 are almost done with getting started and
  • 00:38:07 in the next module we will have a look
  • 00:38:09 at the prerequisites not at the course
  • 00:38:11 prerequisites but at the power bi
  • 00:38:14 desktop prerequisites meaning we'll have
  • 00:38:16 a look at the interface or at
  • 00:38:18 recommended options so basically
  • 00:38:20 anything you need to make sure you
  • 00:38:22 already feel familiar with the tool and
  • 00:38:24 the look and feel of power bi desktop
  • 00:38:26 because in the third module we'll dive
  • 00:38:29 into the course project and there we'll
  • 00:38:31 have a closer look at the query editor
  • 00:38:33 will again see how we can work with
  • 00:38:36 columns and rows as you saw it in the
  • 00:38:38 introduction project already but we'll
  • 00:38:40 dive a lot deeper here so we'll have a
  • 00:38:42 look at how we can connect power bi
  • 00:38:44 desktop to different data sources how we
  • 00:38:46 can use features like append or merge
  • 00:38:48 and how we can even create our own data
  • 00:38:51 schema our own data model schema here
  • 00:38:54 with power bi desktop in the query
  • 00:38:55 editor because the final goal of this
  • 00:38:57 module will be to have our own data set
  • 00:39:00 which is based on multiple different
  • 00:39:03 sources with this data set being
  • 00:39:06 finished we will of course load this
  • 00:39:07 data set into our data model and there
  • 00:39:10 we'll start analyzing our data this
  • 00:39:13 analysis part is a really crucial part
  • 00:39:15 of power bi desktop as it allows you to
  • 00:39:18 finally gain insights into your data for
  • 00:39:20 example by applying calculations to the
  • 00:39:22 information you have but it also allows
  • 00:39:25 you to enhance your current data schema
  • 00:39:28 for example by establishing
  • 00:39:30 relationships or by using Dax back
  • 00:39:33 stands for data analysis expression this
  • 00:39:35 is a special language allowing you to
  • 00:39:38 write different formulas which then
  • 00:39:40 allow your wealth to gain these insights
  • 00:39:42 into your data with the analyzing data
  • 00:39:44 part being finished we will conclude
  • 00:39:46 this first core part of the course with
  • 00:39:49 the visualization part here we'll work
  • 00:39:51 in the report view will create different
  • 00:39:54 visuals starting from simple line charts
  • 00:39:57 bar charts or column charts up to more
  • 00:39:59 complex data types like combined charts
  • 00:40:02 slicers and a lot more this will be the
  • 00:40:06 first core part of this course it's the
  • 00:40:09 local work in power bi desktop but as
  • 00:40:12 you learn already power
  • 00:40:13 I has more to offer than this local burg
  • 00:40:16 in power bi desktop and this more will
  • 00:40:18 be tackled in the next part of this
  • 00:40:21 course he will dive into power bi
  • 00:40:23 service or pro that's the cloud
  • 00:40:25 application this means he will create a
  • 00:40:27 new account and login to this cloud
  • 00:40:29 service and we will then learn how we
  • 00:40:32 can use our finished power up your
  • 00:40:34 desktop project and publish it to power
  • 00:40:36 bi service in power bi service will then
  • 00:40:39 learn how we can create dashboards how
  • 00:40:41 we can collaborate inside our team with
  • 00:40:44 so called workspaces and apps and we'll
  • 00:40:47 also learn how we can share our work
  • 00:40:49 with other people inside and outside of
  • 00:40:52 our organization will then conclude this
  • 00:40:55 sharing and collaborating part of the
  • 00:40:56 course with power bi mobile this means
  • 00:40:59 we will install the mobile app and have
  • 00:41:01 a look at how we can access it and at
  • 00:41:03 the options this app offers so to
  • 00:41:06 summarize that this will be the
  • 00:41:07 collaboration and sharing part of the
  • 00:41:10 course we could stop here but we are not
  • 00:41:12 done yet because we will then continue
  • 00:41:14 with having a look at additional data
  • 00:41:17 sources because up to this point we
  • 00:41:19 mainly work with text files CSV files or
  • 00:41:22 Excel files but power bi has lots of
  • 00:41:25 different so-called connectors so the
  • 00:41:27 connectors allow you to connect power bi
  • 00:41:29 desktop to the source files and in this
  • 00:41:31 module we'll have a look at many of
  • 00:41:33 these just to give you one example here
  • 00:41:35 we'll have a look at how we can connect
  • 00:41:37 power bi desktop to sequel or no sequel
  • 00:41:39 databases once we also learned how we
  • 00:41:42 can use this more advanced data sources
  • 00:41:44 we'll also make sure that you always
  • 00:41:46 stay up to date because the power bi
  • 00:41:49 toolset is constantly evolving it gets
  • 00:41:52 an amazing support by Microsoft the tool
  • 00:41:54 constantly evolves and therefore we want
  • 00:41:57 to make sure that you stay up to date
  • 00:41:59 therefore we'll have a look at specific
  • 00:42:01 resources you can check and also
  • 00:42:04 specific parts of the tool you can dive
  • 00:42:06 into to make sure you can stay update
  • 00:42:09 and which also allow you to track
  • 00:42:11 specific changes or updates that might
  • 00:42:13 be coming in the near future these two
  • 00:42:15 modules are the dive deeper part of the
  • 00:42:18 course
  • 00:42:19 so with that you already have a really
  • 00:42:20 solid understanding of the power bi
  • 00:42:23 tools it but we are still not done yet
  • 00:42:25 because then we'll
  • 00:42:26 to look at advanced features this
  • 00:42:29 advanced features part dives into
  • 00:42:31 specific features of power bi desktop
  • 00:42:33 which were not covered yet but which
  • 00:42:36 become interesting once you have do you
  • 00:42:38 required basic knowledge and this also
  • 00:42:41 covers the developers part because power
  • 00:42:43 bi also allows people with at least
  • 00:42:46 basic programming language to create own
  • 00:42:49 visuals for example now these advanced
  • 00:42:52 features will be covered in this part of
  • 00:42:54 the course and this is really the part
  • 00:42:57 where you will master power bi and
  • 00:42:58 really become an expert in it and after
  • 00:43:02 that we are finally done then we will
  • 00:43:04 round up that course and show you some
  • 00:43:05 next steps how to continue after
  • 00:43:07 finishing this journey with that we are
  • 00:43:10 almost ready to get started and to dive
  • 00:43:12 into the prerequisites but before we do
  • 00:43:14 so let's make sure that you really get
  • 00:43:17 the most out of this course
  • 00:43:23 how do you get the most out of this
  • 00:43:25 corpse because you are part of this
  • 00:43:27 course and we want to make sure that you
  • 00:43:29 really get as much out of it as possible
  • 00:43:32 and for that we have some things that
  • 00:43:34 you should keep in mind the first thing
  • 00:43:36 is quite obvious watch the videos
  • 00:43:38 it's an on-demand video course so well
  • 00:43:40 you kind of should watch the videos to
  • 00:43:42 learn something here
  • 00:43:43 however watch the videos at your speed
  • 00:43:46 and pause and rewind if necessary we do
  • 00:43:49 our best you find a good balance between
  • 00:43:51 too slow and too fast but this doesn't
  • 00:43:54 work for every student therefore use the
  • 00:43:57 tools you have in the video player you
  • 00:43:59 can slow us down or even increase the
  • 00:44:01 playback speed in case we are too slow
  • 00:44:03 if you didn't understand something when
  • 00:44:06 watching the video the first time pause
  • 00:44:08 that part and rewind it that's not bad
  • 00:44:10 at all it's a really good thing to
  • 00:44:12 rethink about certain concepts and to
  • 00:44:14 really only continue with the video once
  • 00:44:16 these concepts are clear in addition to
  • 00:44:19 that work along and do the exercises
  • 00:44:21 this entire course is built in an
  • 00:44:24 interactive way you saw it in the
  • 00:44:26 introductory project already this course
  • 00:44:28 is built to work along throughout the
  • 00:44:31 course you'll not only have the course
  • 00:44:32 project but also different assignments
  • 00:44:35 and quizzes and make sure to do these
  • 00:44:37 because these will help you to remember
  • 00:44:39 the knowledge and to practice the things
  • 00:44:41 we learn throughout the course with that
  • 00:44:43 you can really make sure that you
  • 00:44:45 understood what we learned so far in the
  • 00:44:47 course and as for the videos itself make
  • 00:44:50 sure to do these exercises and work
  • 00:44:53 along at your speed I want to emphasize
  • 00:44:55 this once again here additionally make
  • 00:44:58 sure to use the course resources
  • 00:45:00 attached to different lectures and
  • 00:45:02 attach to the last lecture of each
  • 00:45:05 module you can find our project so in
  • 00:45:08 case you're stuck in case something is
  • 00:45:09 not working you can use these resources
  • 00:45:12 and see what you did differently when
  • 00:45:15 compared to us and with that it's easy
  • 00:45:17 to track down any kind of differences
  • 00:45:18 and therefore you can easily make sure
  • 00:45:20 your project is working again
  • 00:45:22 besides that you cannot only find
  • 00:45:24 project files but also links these links
  • 00:45:27 allow you to dive a bit deeper into
  • 00:45:29 specific topics which might not be the
  • 00:45:31 core focus of the course but which might
  • 00:45:33 be interesting to you it yours
  • 00:45:35 project so make sure to use these
  • 00:45:37 project files and also dive into the
  • 00:45:40 links provided even though you have the
  • 00:45:42 project files and the links you might
  • 00:45:44 get stuck throughout the course that's
  • 00:45:46 not a problem because you can ask in the
  • 00:45:48 course Q&A section in this Q&A section
  • 00:45:51 we and also other students do our best
  • 00:45:54 to make sure we can help you here and to
  • 00:45:57 solve your problem but that's just one
  • 00:46:00 side of the medal you could say because
  • 00:46:01 well to be honest asking and waiting for
  • 00:46:04 a response that's easy but this should
  • 00:46:07 be an interactive thing as the entire
  • 00:46:09 course actually is therefore besides
  • 00:46:11 asking also make sure to help others in
  • 00:46:14 the Q&A section and I'm not saying this
  • 00:46:17 because we're lazy and we don't want to
  • 00:46:18 answer your questions we will answer
  • 00:46:20 your questions but the best way to learn
  • 00:46:22 and to practice what you learned is to
  • 00:46:24 help others because a student has a
  • 00:46:26 question and then you can try your best
  • 00:46:28 to answer this question and there is
  • 00:46:31 nothing you have to lose right here
  • 00:46:32 because if your answer is wrong well
  • 00:46:34 then you will get corrected and then you
  • 00:46:36 learn something interest you wouldn't
  • 00:46:37 ask the question we'll learn something
  • 00:46:39 but if you were right but then that's a
  • 00:46:41 great proof for you because you saw that
  • 00:46:43 you learn something in the course that
  • 00:46:45 you understood the concepts well and for
  • 00:46:47 a student to ask it's also good because
  • 00:46:49 he or she received an answer
  • 00:46:51 so to summarize our helping part here
  • 00:46:53 great learnings are guaranteed if you do
  • 00:46:56 so that's the whole introduction module
  • 00:46:58 with that you already know what power bi
  • 00:47:01 is all about what you will learn
  • 00:47:02 throughout the course and how you get
  • 00:47:04 the most out of this course therefore
  • 00:47:06 let's dive into the course now and
  • 00:47:07 continue with the next module or we dive
  • 00:47:10 into the power bi
  • 00:47:11 prerequisites
  • 00:47:16 welcome to this module in this module we
  • 00:47:19 will explore the desktop application so
  • 00:47:22 power bi desktop because we want to make
  • 00:47:24 sure that you are familiar with the
  • 00:47:26 interface and also with some other
  • 00:47:28 prerequisites required to follow along
  • 00:47:31 this course conveniently what's inside
  • 00:47:33 this module now well first we'll have a
  • 00:47:35 look at how you can use the attached
  • 00:47:37 project files throughout the course you
  • 00:47:39 will find several attachments and here
  • 00:47:42 you will learn how you can use these
  • 00:47:44 after that we'll have a look at the
  • 00:47:46 power bi desktop workflow because power
  • 00:47:48 bi desktop comes with lots of different
  • 00:47:51 tools you sort of create it already you
  • 00:47:53 saw this data model and the report tree
  • 00:47:55 for example and I want to make sure that
  • 00:47:57 you know how these different tools
  • 00:47:59 connect and how this workflow inside
  • 00:48:01 power bi desktop works additionally
  • 00:48:04 we'll have a look at the data model this
  • 00:48:06 is the part of power bi desktop you can
  • 00:48:09 see when you open it initially so this
  • 00:48:11 part with the final data model you could
  • 00:48:13 say where you can also create your
  • 00:48:15 visualizations and here we will dive a
  • 00:48:17 bit deeper into the interface to make
  • 00:48:19 sure you know where you can find which
  • 00:48:21 tools which features after data model
  • 00:48:24 we'll also go back to the query editor
  • 00:48:26 and also explore the interface here to
  • 00:48:28 make sure you know how you can prepare
  • 00:48:30 your data efficiently finally we'll dive
  • 00:48:33 into the recommended settings we'll have
  • 00:48:35 a look at some core options of power bi
  • 00:48:37 desktop and we'll also prepare our power
  • 00:48:40 bi desktop course file which I highly
  • 00:48:42 recommend to use throughout this course
  • 00:48:44 this is what's inside this module so
  • 00:48:47 what are we waiting for let's get
  • 00:48:48 started
  • 00:48:52 throughout the course you will find my
  • 00:48:55 current state of the project attached to
  • 00:48:58 different lectures in case you're stuck
  • 00:49:00 or something went wrong with your
  • 00:49:01 project you can then download my project
  • 00:49:04 and compare it to yours to make sure
  • 00:49:06 this works successfully you have to know
  • 00:49:09 some steps which you have to apply to be
  • 00:49:11 able to use this project let's have a
  • 00:49:14 look at these steps now and for that you
  • 00:49:16 can find my project attached to this
  • 00:49:18 lecture it's a zip file make sure to
  • 00:49:21 download this zip file it's this zip
  • 00:49:23 file right here once you downloaded it
  • 00:49:25 make sure to unzip it with a tool of
  • 00:49:27 your choice I'm using WinRAR here for
  • 00:49:29 example so just double click it then and
  • 00:49:32 in this zip file you cannot find the PPI
  • 00:49:34 x-files or the current power bi project
  • 00:49:36 file and a source folder in this folder
  • 00:49:39 you can find all the relevant source
  • 00:49:41 files for this specific project state in
  • 00:49:44 this case we have a GDP data CSV file
  • 00:49:46 because this is actually our initial
  • 00:49:49 project from the last module but now
  • 00:49:51 linked to a local a CSV file no longer
  • 00:49:54 linked to the web therefore make sure to
  • 00:49:56 select this folder and the corresponding
  • 00:49:58 power bi project file and well drag and
  • 00:50:00 drop it to a folder of your choice now
  • 00:50:03 you can open this pbi x file and at
  • 00:50:07 first sight everything looks alright you
  • 00:50:09 can see the map that we created no
  • 00:50:11 errors right here but if you now click
  • 00:50:14 onto this refresh button up here which
  • 00:50:16 will reload the entire data model you
  • 00:50:20 see we have a problem because we could
  • 00:50:22 not find the file because this path
  • 00:50:24 right here is no longer valid in this
  • 00:50:26 case it points to a wrong folder in your
  • 00:50:29 case it would point to a folder on my
  • 00:50:32 machine which obviously is not available
  • 00:50:34 on your computer what you have to do
  • 00:50:35 with each of the downloadable project
  • 00:50:37 files therefore is first have to close
  • 00:50:39 this window now you go to transform data
  • 00:50:42 and click it in the lower part and now
  • 00:50:44 you go to data source settings this
  • 00:50:46 option here in these data source
  • 00:50:49 settings you can find the current data
  • 00:50:51 sources in this power bi file and as you
  • 00:50:54 can see we are currently are using this
  • 00:50:56 path right here pointing towards this
  • 00:50:58 GDP data dot CSV file but apparently
  • 00:51:00 this path is wrong
  • 00:51:02 now click on to change source then we
  • 00:51:06 can again find half and also some
  • 00:51:08 settings related to the where you open
  • 00:51:10 this file but you can leave the defaults
  • 00:51:11 here now go to browse and now go to the
  • 00:51:15 source folder you just unzipped
  • 00:51:16 double-click it and in this folder you
  • 00:51:19 can find this GB data dot CSV file press
  • 00:51:22 open and ok and then close this pop-up
  • 00:51:26 now you see that we have some pending
  • 00:51:28 changes in our queries this means we'd
  • 00:51:30 connected power of your desktop to the
  • 00:51:32 source file and now we have to load this
  • 00:51:33 data from the curia editor into our data
  • 00:51:36 model and by clicking apply changes here
  • 00:51:38 this will well apply these changes and
  • 00:51:41 reload and as you can see now we don't
  • 00:51:44 have anymore problems even if you press
  • 00:51:46 refresh once again the refresh works
  • 00:51:48 successfully and the file is correctly
  • 00:51:51 connected to our source file now make
  • 00:51:53 sure to save this updated path by
  • 00:51:55 clicking on to well save right here and
  • 00:51:58 with that you're ready to go this is how
  • 00:52:01 you can use the attached project files
  • 00:52:03 with that we successfully connected
  • 00:52:05 power bi desktop to our source file one
  • 00:52:08 important note at this point you if you
  • 00:52:10 switch through date of you this is
  • 00:52:12 typically empty you can simply change
  • 00:52:14 that by selecting one of the columns
  • 00:52:16 here in the right part of this fields so
  • 00:52:18 in case this is hidden you can click on
  • 00:52:20 to this arrow and then for example
  • 00:52:22 select the country column with that the
  • 00:52:25 data will be reloaded and you can see
  • 00:52:26 the content of our file talking about
  • 00:52:29 the report view and the state of view
  • 00:52:31 right here we already saw that we have
  • 00:52:34 this Korea datura we have the data model
  • 00:52:36 with the report view and the date of U
  • 00:52:38 and this third option down here so
  • 00:52:40 before we dive deeper into this whole
  • 00:52:43 interface here I think it's important
  • 00:52:45 how power bi desktop actually works what
  • 00:52:48 does the power bi desktop workflow look
  • 00:52:50 like
  • 00:52:54 fury Editora data model dataview report
  • 00:52:58 few lots of different terms at this
  • 00:53:00 point and now the question is how do all
  • 00:53:04 these terms work together where can we
  • 00:53:06 do what in power bi desktop and
  • 00:53:07 especially why let's have a look at the
  • 00:53:10 power bi desktop workflow because
  • 00:53:12 generally you can divide this workflow
  • 00:53:15 into three different core areas the data
  • 00:53:18 preparation the data modelling and the
  • 00:53:20 data visualization the data preparation
  • 00:53:23 is the part we saw in the query editor
  • 00:53:26 this is the part that is all about
  • 00:53:28 connecting power of your desktop to our
  • 00:53:29 source files to this raw data in the end
  • 00:53:32 and working on this raw data to get our
  • 00:53:34 actual data set the data set is the data
  • 00:53:37 we want to work with finally the data we
  • 00:53:40 want to analyse this means once we
  • 00:53:43 finish this preparation we use disclose
  • 00:53:45 and apply method to load the data from
  • 00:53:47 the curia detour into our so-called data
  • 00:53:50 model and this data model consists of
  • 00:53:53 two parts then the data modelling and
  • 00:53:56 the data visualization data modeling is
  • 00:53:58 performed in the data view and the
  • 00:54:00 relationship view we haven't seen the
  • 00:54:02 relationship view so far this allows us
  • 00:54:04 to establish connections between
  • 00:54:07 different tables we'll dive into this in
  • 00:54:09 a lot of detail throughout the course
  • 00:54:10 the data uh view is the view we saw
  • 00:54:12 already this was the part where we could
  • 00:54:14 decide that our country column contains
  • 00:54:17 geographic information for example so
  • 00:54:19 data modelling is this part where the
  • 00:54:22 data analysis takes place where we
  • 00:54:24 further work on our prepared data set
  • 00:54:27 you could say the difference to data
  • 00:54:29 preparation here by the way is that the
  • 00:54:30 data preparation is more focused on to
  • 00:54:32 cleaning the data the data modelling has
  • 00:54:34 the state analysis emphases so as I
  • 00:54:37 mentioned it already we apply
  • 00:54:38 calculations for example to get insights
  • 00:54:41 into our data the data visualization
  • 00:54:43 well this takes place in the report view
  • 00:54:45 then we saw this already this was the
  • 00:54:48 view where we create our different
  • 00:54:49 visuals so this is an important workflow
  • 00:54:53 we'll come back to this workflow several
  • 00:54:55 times throughout the course to make sure
  • 00:54:56 you remember this and you keep this in
  • 00:54:58 mind
  • 00:54:58 but in the end data preparation data
  • 00:55:01 modeling and data visualization data
  • 00:55:03 preparation takes place in the curia
  • 00:55:05 editor data modeling and
  • 00:55:07 is done in the data model and this is
  • 00:55:10 also the way I will use these terms
  • 00:55:12 throughout the course so that's the
  • 00:55:14 theory but what do these parts of power
  • 00:55:17 bi desktop look like in practice
  • 00:55:19 let's explore the interfaces now and
  • 00:55:21 let's get started with the interface of
  • 00:55:23 the data model
  • 00:55:28 I'm back in the project in the default
  • 00:55:31 view whenever you start power up your
  • 00:55:32 desktop the report view in the data
  • 00:55:35 model in the data model we have four
  • 00:55:38 different core areas we have these
  • 00:55:40 ribbons on top here we have these free
  • 00:55:43 buttons to the left we have this center
  • 00:55:45 part you could say with the content of
  • 00:55:47 the corresponding view and we have these
  • 00:55:49 columns to the right let's get started
  • 00:55:52 with these free buttons maybe because if
  • 00:55:54 you think back about the slide regarding
  • 00:55:56 the workflow you see that the data model
  • 00:55:58 consists of the report view the data
  • 00:56:01 view and the relationship view and we
  • 00:56:03 can switch between these free views with
  • 00:56:05 these buttons the default one is the
  • 00:56:07 report view weather report the current
  • 00:56:10 visual is displayed then we have the
  • 00:56:12 data of you with the underlying data in
  • 00:56:14 our data model and we have the
  • 00:56:16 relationship view this doesn't help us
  • 00:56:18 too much at this stage as relationships
  • 00:56:21 are all about establishing connections
  • 00:56:23 between different tables in our data
  • 00:56:26 model at the moment we only have one
  • 00:56:28 table therefore this is not too helpful
  • 00:56:30 at this stage but the important thing is
  • 00:56:32 depending on the view you select
  • 00:56:34 different types of content are displayed
  • 00:56:37 here now we see here in our relationship
  • 00:56:40 view that we have the table name up here
  • 00:56:42 and our column names or our fields and
  • 00:56:45 these fields can also be seen in the
  • 00:56:48 right part here because if you expand
  • 00:56:51 the menu here you see we have these
  • 00:56:53 fields once again and this fields column
  • 00:56:55 is also available in the data view right
  • 00:56:58 here and in the report view because the
  • 00:57:01 fields indicated here as the
  • 00:57:03 corresponding column names contain the
  • 00:57:05 underlying information in our data and
  • 00:57:07 with these fields we can then interact
  • 00:57:10 with the content in the corresponding
  • 00:57:12 view for example in the report view if I
  • 00:57:15 select current visual I can interact
  • 00:57:18 with it for example I can unselect the
  • 00:57:19 GDP or edit or I can drag-and-drop new
  • 00:57:22 values into specific areas of our visual
  • 00:57:25 same thing can be done in the date of
  • 00:57:27 view if they go there too I can select a
  • 00:57:29 specific column for example right here
  • 00:57:31 right there or right there so fields are
  • 00:57:34 the interaction part between our content
  • 00:57:36 and define what should be displayed here
  • 00:57:38 now when we are look at this view
  • 00:57:41 we see that in the data view we only
  • 00:57:43 have one single column so Chesterfields
  • 00:57:46 in the relationship view we have two
  • 00:57:48 columns fields and properties properties
  • 00:57:51 will become important later
  • 00:57:52 when we work on relationships and in the
  • 00:57:55 report view we have three columns fields
  • 00:57:57 visualizations and filters we use the
  • 00:58:00 filter already here to filter for our
  • 00:58:02 top 10 countries by GDP so these filters
  • 00:58:04 allow us to specifically tailor the
  • 00:58:07 information that should be displayed in
  • 00:58:09 our visual and here in the
  • 00:58:11 visualizations column we have the option
  • 00:58:13 to interact with our current visual for
  • 00:58:15 example here when it comes to the type
  • 00:58:18 of data that is displayed individual or
  • 00:58:20 right here to change the style the
  • 00:58:23 format of our visual by disabling or
  • 00:58:26 enabling the category labels or by
  • 00:58:28 changing the visual type by simply
  • 00:58:30 selecting a different one like this or
  • 00:58:32 like that so these are the three core
  • 00:58:35 areas down here we can switch between
  • 00:58:37 different views which has an impact on
  • 00:58:40 to our content that is displayed and
  • 00:58:42 also on to the columns here displayed to
  • 00:58:45 the right but it's all about fields and
  • 00:58:47 the corresponding content in the end
  • 00:58:49 what about these ribbons appear now well
  • 00:58:52 these ribbons also change depending on
  • 00:58:54 the view and depending on our selection
  • 00:58:56 of the content in the corresponding view
  • 00:58:59 I selected the visual here in the report
  • 00:59:02 view therefore I have two additional
  • 00:59:04 ribbons format right here and theta
  • 00:59:07 drill if I unselected visual these
  • 00:59:10 ribbons are gone because I can't
  • 00:59:12 interact with a specific visual as I
  • 00:59:14 didn't select one if I go to the date of
  • 00:59:16 you you see we have these column tools
  • 00:59:19 here we have these column tools because
  • 00:59:21 we previously selected a column scale
  • 00:59:24 right here if I select country well
  • 00:59:26 column tools are still available but now
  • 00:59:28 for the country field or a country
  • 00:59:30 column and if I go right here to the
  • 00:59:33 left and click on to GDP data or a table
  • 00:59:35 then the column tools are gone now we
  • 00:59:38 refer to our enter a table because
  • 00:59:41 relationship view for example you see we
  • 00:59:43 don't have these ribbons we only have
  • 00:59:44 home and held for a moment talking about
  • 00:59:47 the home ribbon the home ribbon is
  • 00:59:49 available in all the different views and
  • 00:59:51 it summarizes some core features you
  • 00:59:55 could say
  • 00:59:55 options available in all different views
  • 00:59:58 our data and queries these are all about
  • 01:00:00 the connection to our source files and
  • 01:00:02 about access to the query editor if you
  • 01:00:05 go to the relationship view tree home
  • 01:00:06 ribbon
  • 01:00:07 you see we also have data and queries
  • 01:00:09 same thing is the case here in you
  • 01:00:11 report view we also got data and queries
  • 01:00:13 we still got some unique options also
  • 01:00:16 depending on the view we are using for
  • 01:00:18 example in the report view we have this
  • 01:00:20 insert option related to creating new
  • 01:00:23 visuals which can also be accessed in
  • 01:00:26 more detail here in this insert ribbon
  • 01:00:28 this would not be available here in our
  • 01:00:31 data of you estivate of you is not about
  • 01:00:34 creating visuals what we have in both
  • 01:00:36 though the data view and the report view
  • 01:00:39 are these calculations calculations will
  • 01:00:42 create new columns or new fields
  • 01:00:44 therefore if I create a new field I want
  • 01:00:47 to see this field maybe here in the date
  • 01:00:49 of you or I want to use this field here
  • 01:00:52 in the report view therefore if you go
  • 01:00:54 to modeling right here you also have
  • 01:00:56 these calculation options so this is a
  • 01:00:58 first glance at the interface and at the
  • 01:01:00 different ribbons it's just important to
  • 01:01:02 keep in mind that we have different
  • 01:01:04 views with different purposes and
  • 01:01:06 different options available to last
  • 01:01:09 things here maybe when it comes to the
  • 01:01:11 interface here we can save our project
  • 01:01:13 or undo or redo our last action also
  • 01:01:16 quite helpful feature and here in the
  • 01:01:19 file ribbon we have options related to
  • 01:01:21 the power bi file itself like saving
  • 01:01:23 data or like accessing the options and
  • 01:01:25 settings so that's the data model but
  • 01:01:28 what about decree editor now
  • 01:01:34 the Curie editor is the data preparation
  • 01:01:37 part so actually this is a step ahead of
  • 01:01:40 the actual data model as I said whenever
  • 01:01:43 you start power bi desktop you are in
  • 01:01:45 the report view in the data model to
  • 01:01:47 access the free editor you can simply
  • 01:01:50 click on to this button right here this
  • 01:01:51 one with that we learned that already a
  • 01:01:54 new window will open so a tool inside
  • 01:01:57 the tool so to say the query editor and
  • 01:01:59 this part is all about the data
  • 01:02:01 preparation the connection to resource
  • 01:02:03 files and about shaping our data the
  • 01:02:06 interface in the query editor looks a
  • 01:02:08 bit different though the general
  • 01:02:10 structure when it comes to four
  • 01:02:12 different core areas is kind of the same
  • 01:02:14 you again have some ribbons up here you
  • 01:02:17 have the actual content in the center of
  • 01:02:20 the screen and then you have information
  • 01:02:22 to the left and the right here let's
  • 01:02:25 second get started with the information
  • 01:02:27 to the left
  • 01:02:27 this furies column the queerest column
  • 01:02:30 simply shows you all connections you
  • 01:02:32 have to source files in our case we have
  • 01:02:35 a single connection to the GDP data file
  • 01:02:38 and the corresponding data it contains
  • 01:02:40 therefore we have one query here in the
  • 01:02:42 right part of the screen you can access
  • 01:02:44 settings related to this query first we
  • 01:02:47 can change the name right here if you
  • 01:02:49 want to so you can simply type something
  • 01:02:51 right here press Enter and the name gets
  • 01:02:52 updated I won't change the name at this
  • 01:02:55 stage though and you have the applied
  • 01:02:57 steps the applied steps are a very
  • 01:02:59 important feature because undoing steps
  • 01:03:02 as we just saw it in a data model is not
  • 01:03:04 possible but this applied steps is
  • 01:03:06 actually a way more powerful tool
  • 01:03:08 because you can undo steps by clicking
  • 01:03:11 onto this X symbol right here or you can
  • 01:03:14 even jump back to previous steps by
  • 01:03:16 clicking onto the step here in this
  • 01:03:19 column like this now we are one step
  • 01:03:21 ahead of renaming our columns as you can
  • 01:03:23 see it right here if you want to jump
  • 01:03:25 back just click right there
  • 01:03:26 so the columns here to the left and to
  • 01:03:29 the right are all about managing our
  • 01:03:31 queries our connections to the source
  • 01:03:33 files in the center of the screen we
  • 01:03:35 have the data loaded into power bi
  • 01:03:38 desktop we talked about this already and
  • 01:03:40 above the table you have this formula
  • 01:03:42 bar this formula bar is the code behind
  • 01:03:45 our applied steps because
  • 01:03:48 all these steps are applied by a
  • 01:03:50 specific programming language you could
  • 01:03:52 say the M language also covered later
  • 01:03:54 throughout the course and s power bi is
  • 01:03:57 a user oriented tool we don't have to
  • 01:03:59 write code on our own we can though but
  • 01:04:01 we don't have to and if you want to see
  • 01:04:04 what's behind these steps you can see
  • 01:04:06 this here in this formula bar by the way
  • 01:04:09 if you can't see this formula bar you
  • 01:04:11 can't go to this view ribbon up here and
  • 01:04:13 simply activate it right there now it's
  • 01:04:15 disabled now it's enabled same thing
  • 01:04:18 applies for the query settings in case
  • 01:04:20 you cannot see this column just disable
  • 01:04:22 or enable it right there and this brings
  • 01:04:25 us already to the ribbons once again as
  • 01:04:27 you can see the ribbons look different
  • 01:04:30 when comparing it to the ones we saw on
  • 01:04:31 the data model and here in a query
  • 01:04:34 editor the ribbons are very important as
  • 01:04:36 these ribbons contain all the actions we
  • 01:04:39 can apply to our actual data here in a
  • 01:04:42 query editor you just saw this here with
  • 01:04:44 the view ribbon where you can specify
  • 01:04:46 which type of information should be
  • 01:04:48 displayed you again have an home ribbon
  • 01:04:50 with some core tools like connecting
  • 01:04:53 power bi desktop to data sources or
  • 01:04:55 working on columns or rows but you also
  • 01:04:57 have some detailed options here as we
  • 01:04:59 saw it in a data model so for example
  • 01:05:02 the transform part here but you can use
  • 01:05:04 the first row as headers as we did it
  • 01:05:06 already in the introduction project if
  • 01:05:07 you want to dive deeper into
  • 01:05:09 transforming then simply go to the
  • 01:05:11 transfer ribbon here you have lots of
  • 01:05:13 options are related to transforming or
  • 01:05:15 shaping data of course we'll have a look
  • 01:05:19 at all these options throughout the
  • 01:05:20 course it's just important to keep in
  • 01:05:22 mind that interactions with the actual
  • 01:05:24 data are applied either via the ribbons
  • 01:05:27 up here or by a right clicking on to a
  • 01:05:31 specific part in the actual data so
  • 01:05:34 these are the two ways how you can
  • 01:05:35 interact with your data finally we have
  • 01:05:37 some options not directly related to the
  • 01:05:39 data at first it's the save option right
  • 01:05:42 here you notice already if you do so you
  • 01:05:44 can save your current status of the
  • 01:05:46 report and we again in file options to
  • 01:05:48 save the file or to access the options
  • 01:05:51 in general and you have close and apply
  • 01:05:53 apply or close these are options to
  • 01:05:56 leave the creator for the moment we
  • 01:05:58 can't just click close and apply it to
  • 01:05:59 do so
  • 01:06:01 with that we are back in the data model
  • 01:06:04 and as we now saw the interface of the
  • 01:06:06 Korea deter and this data model it's now
  • 01:06:09 time to dive into the recommended
  • 01:06:11 settings and also to create a blueprint
  • 01:06:14 project file which we can use to follow
  • 01:06:17 along this course conveniently
  • 01:06:22 in the next course module we'll get
  • 01:06:24 started with the course project for this
  • 01:06:27 we need an empty power bi desktop
  • 01:06:28 project file and I want to make sure
  • 01:06:31 that we are all starting with the same
  • 01:06:33 file settings otherwise this can cause
  • 01:06:36 some inconveniences throughout the
  • 01:06:38 course to avoid this let's create this
  • 01:06:40 file now and let's set the options
  • 01:06:42 correctly there for this we'll close our
  • 01:06:45 current initial projects use V file and
  • 01:06:48 we can of course save the changes that's
  • 01:06:51 fine and now we will open a new power bi
  • 01:06:54 desktop file by simply opening power bi
  • 01:06:56 desktop again we can close this pop-up
  • 01:07:02 and now I want to access the options we
  • 01:07:05 know how this works already we go to
  • 01:07:07 file options and settings and here we go
  • 01:07:12 to options in here we have two different
  • 01:07:17 types of options we have global options
  • 01:07:20 and current file options global options
  • 01:07:23 are applied to power bi desktop in
  • 01:07:25 general this means this applies to all
  • 01:07:27 our power bi desktop projects we have on
  • 01:07:30 our computer current file options as the
  • 01:07:33 name indicates only apply for the
  • 01:07:36 currently open project file and that's
  • 01:07:39 very important because if you start a
  • 01:07:41 new project you have to make sure that
  • 01:07:43 the current file options are set
  • 01:07:45 according to your needs and that's also
  • 01:07:47 the reason why I want to create this
  • 01:07:49 blueprint project file together now
  • 01:07:51 because with this we can make sure that
  • 01:07:54 we are all starting with the same
  • 01:07:55 settings let's get started with the
  • 01:07:58 global options though here we only have
  • 01:08:00 one important thing actually when it
  • 01:08:02 comes to this course project the
  • 01:08:04 regional settings right here this model
  • 01:08:07 language should be set to English United
  • 01:08:09 States make sure to do so as this will
  • 01:08:12 have an impact on to the way power bi
  • 01:08:14 interacts with strings for example so
  • 01:08:17 that's the first setting you should
  • 01:08:18 change this could be set to use
  • 01:08:20 application language in your case
  • 01:08:21 therefore make sure to change it to
  • 01:08:23 English United States now we continue
  • 01:08:27 with the current file options first we
  • 01:08:29 go to data load and here it's important
  • 01:08:31 to unselect all boxes when it comes to
  • 01:08:34 type detection and relationships
  • 01:08:36 these are not bad options at all these
  • 01:08:38 can be very helpful options in your own
  • 01:08:40 project but in this course I want to
  • 01:08:43 make sure that each step we perform is
  • 01:08:45 performed manually by us as we want to
  • 01:08:48 understand how power bi works
  • 01:08:49 therefore we should unselect first the
  • 01:08:52 type detection which should
  • 01:08:53 automatically detect data formats for
  • 01:08:55 example or column names and
  • 01:08:57 relationships which would automatically
  • 01:08:59 establish relationships in our project
  • 01:09:02 file also something we want to do on our
  • 01:09:04 own so this looks all right here the
  • 01:09:07 next option are the regional settings
  • 01:09:09 now here this is the locale we talked
  • 01:09:12 about this in the introduction project
  • 01:09:13 already and the locale is a crucial
  • 01:09:16 setting when it comes to formatting and
  • 01:09:18 interpreting numbers dates and more
  • 01:09:20 make sure to set this to English United
  • 01:09:23 States here because this will allow you
  • 01:09:25 to conveniently follow along this course
  • 01:09:27 let's press ok now and in case you get
  • 01:09:31 the warning that you should restart
  • 01:09:32 power bi desktop to make sure the
  • 01:09:35 changes are applied you can do so but
  • 01:09:37 before you do this make sure to save
  • 01:09:39 this blueprint file that's very
  • 01:09:41 important because we will use this
  • 01:09:43 project in the next module for this we
  • 01:09:45 simply click onto this save symbol here
  • 01:09:47 now you navigate to a folder of your
  • 01:09:49 choice and let's maybe call this project
  • 01:09:53 blueprint here and let's save this now
  • 01:09:59 make sure to close this file
  • 01:10:00 because you might have to restart it to
  • 01:10:02 apply our changes and now let's reopen
  • 01:10:05 this file this project blueprint pbi X
  • 01:10:08 file and here we go
  • 01:10:14 now we prepared our project and now
  • 01:10:17 you're ready to get started with power
  • 01:10:18 bi desktop and how do we get started
  • 01:10:20 well with our course project and with
  • 01:10:23 the data preparation so it's time to
  • 01:10:25 dive deeper in through query editor now
  • 01:10:27 in the next module
  • 01:10:38 you