Analytics + PBI

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Analytics + PBI by Mind Map: Analytics + PBI

1. Starting Points

1.1. Accessing Power BI

1.1.1. Create a Power BI Online Account

1.1.2. Download Power BI Desktop

1.2. Accessing Course Materials

1.2.1. Access this Mindmap

1.2.1.1. http://bit.ly/SMU_PBI

1.2.2. Copy this Mindmap

1.2.3. Download Datasets

1.2.4. Access Course Crib Sheet

1.3. Recapping Course Objectives

2. Cheat Sheets

2.1. https://docs.microsoft.com/en-us/power-bi/

2.2. https://www.techrepublic.com/article/microsoft-power-bi-a-smart-persons-guide/

2.3. https://pbicheatsheet.blob.core.windows.net/pbicheatsheet/Macaw%20Power%20BI%20cheat%20sheet%20EN.pdf

2.4. https://docs.microsoft.com/en-gb/dax/

2.5. https://docs.microsoft.com/en-gb/powerquery-m/index

2.6. https://oxcrx34285.i.lithium.com/t5/image/serverpage/image-id/10656i1E4A1F0FCD1C4429/image-size/large?v=1.0&px=999

2.7. https://docs.microsoft.com/en-us/power-bi/media/service-azure-and-power-bi/azure_4_complex.png

2.8. https://azure.microsoft.com/en-us/solutions/architecture/modern-data-warehouse/

2.9. https://databricks.com/blog/2019/02/07/high-performance-modern-data-warehousing-with-azure-databricks-and-azure-sql-dw.html

2.10. https://docs.microsoft.com/en-us/power-bi/whitepapers

3. Final Exercise

3.1. ...a view of Power BI as a decision support tool that ties together models, metrics, and visuals...

3.1.1. Scenario Tools

3.1.1.1. Building a "what-if" sales scenario builder...

3.1.1.1.1. ...guide...

4. Key Knowledge

4.1. Purpose of Power BI

4.1.1. ...BI = Business Intelligence...

4.1.1.1. Analytics Curve

4.2. Placement of Power BI

4.2.1. ...an effective BI solution must overcome five challenges: "Source-Sort-Store-Science-Serve"...

4.2.1.1. Data Pipelines

4.2.2. ...Power BI typically fulfills the "Serve" role...

4.2.2.1. Microsoft BI Pipelines

4.2.2.2. Microsoft Big Data Pipelines

4.2.3. ...but Power BI can be stretched to do more in the right context...

4.2.3.1. Power BI Capabilities

4.3. Anatomy of Power BI

4.3.1. ...Power BI has two equally important components...

4.3.1.1. Overview Architecture

4.3.1.2. Component Comparison

4.4. Working with Power BI

4.4.1. ...getting value from Power BI requires a design mindset...

4.4.1.1. CRISP-DM

4.4.1.2. Information Design

4.4.2. ...development in Power BI adopts a consistent workflow...

4.4.2.1. Step 1. Query

4.4.2.2. Step 2. Wrangle

4.4.2.3. Step 3. Model

4.4.2.4. Step 4. Metrics

4.4.2.5. Step 5. Visuals

5. Scenarios

5.1. ...three sets of projects revealing different dimensions of Power BI...

5.1.1. Visual Analytics

5.1.1.1. ...visualisation is a critical analytics discipline...

5.1.1.1.1. Analytics Disciplines

5.1.1.1.2. Graphical Excellence

5.1.1.2. ...it begins with the use of charts that reveal hidden insights...

5.1.1.2.1. Charts

5.1.1.3. ...this develops into data storytelling...

5.1.1.3.1. Information is Beautiful

5.1.1.4. ...and leads to tools that support decision making...

5.1.1.4.1. Dashboards

5.1.1.5. Illustrative Scenarios

5.1.1.5.1. Replicate the Gapminder visualisation in Power BI Desktop...

5.1.1.5.2. Introduce metrics, slicers, drills, and navigation to enable self-service analytics...

5.1.1.5.3. ...extension...

5.1.2. Data Wrangling

5.1.2.1. ...analytics only works if the data is "fit" for analysis...

5.1.2.1.1. Data Preparation

5.1.2.2. ..."fitness" requires us to take care of the structure of each table...

5.1.2.2.1. Data Design

5.1.2.3. ...we also must consider the structure of the data model...

5.1.2.3.1. Data Models

5.1.2.4. ...a set of "data design" tools are provided within Power BI...

5.1.2.4.1. Data Design in Power BI

5.1.2.5. ...the Power Query Editor and M Query Language are key components of this toolkit...

5.1.2.5.1. Power Query Editor

5.1.2.5.2. M Query Language

5.1.2.6. Illustrative Scenarios

5.1.2.6.1. Reshape ugly data tables to enhance their value...

5.1.2.6.2. Sidebar on M Query

5.1.2.6.3. Create a data model to provide an "enriched" view of the situation...

5.1.3. Quantitative Analytics

5.1.3.1. ...we can introduce a wide array of statistical and quantitative insights into our Power BI reports by using DAX...

5.1.3.1.1. Metrics for Insight

5.1.3.2. ...it is common to use DAX "pattern-books" to solve complex challenges...

5.1.3.2.1. DAX Pattern Books

5.1.3.3. Illustrative Scenarios

5.1.3.3.1. Introducing calculated elements to enhance insights...

5.1.3.3.2. ...extension...

6. Orientation

6.1. ...working with Power BI Desktop...

6.1.1. Craft reports, data, and models in Power BI Desktop...

6.1.1.1. ...key guides...

6.1.1.1.1. Basics

6.2. ...working with Power BI Online...

6.2.1. Access, manage, and share resources in Power BI Online...

6.2.1.1. ...key guides...

6.2.1.1.1. Basics

6.2.1.1.2. Sharing

6.2.1.1.3. Sharing Apps

6.2.1.1.4. Scheduling