Power BI Notes for Data Visualization

Table of Contents

1. Power BI Basics

Getting Started

• Download Power BI Desktop (free)
• Import data from Excel, CSV, databases
• Create visualizations
• Build interactive dashboards

Import Data

1. Open Power BI Desktop
2. Click "Get Data"
3. Select data source
4. Load or transform data

2. Data Modeling

Relationships

• One-to-Many: One table row relates to many in another
• Many-to-Many: Multiple rows relate to multiple rows
• Star Schema: Fact table in center, dimension tables around it

Best Practices

• Use star schema
• Create proper relationships
• Hide unnecessary columns
• Use meaningful names

3. DAX Formulas

// Basic DAX
Total Sales = SUM(Sales[Amount])

// Calculated Column
Profit = Sales[Amount] - Sales[Cost]

// Measure
Average Sales = AVERAGE(Sales[Amount])

// Time Intelligence
YTD Sales = TOTALYTD(SUM(Sales[Amount]), Calendar[Date])

// FILTER
High Value Sales = 
CALCULATE(
    SUM(Sales[Amount]),
    FILTER(Sales, Sales[Amount] > 1000)
)

4. Visualizations

Chart Types

• Bar Chart: Compare categories
• Line Chart: Show trends over time
• Pie Chart: Show proportions
• Map: Show geographic data
• Table: Show detailed data

Interactive Features

• Filters and slicers
• Drill-through
• Tooltips
• Bookmarks

5. Power BI Projects

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