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README.org
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* POWER BI Journey
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This repository contains Power BI projects developed as part of the
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course [[https://www.udemy.com/course/microsoft-power-bi-up-running-with-power-bi-desktop/][Microsoft Power BI Desktop for Business Intelligence]].
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** I Learned
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I will divide what I learned based on the same course structure:
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*** Data Preparation & Transformation
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- Used *Power Query Editor* for cleaning and shaping data.
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- And Learned:
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- *Pivoting & Unpivoting* data.
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- *Merging & Appending Queries* for combining datasets.
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- Creating *parameters* for flexible source switching (i.e. from dev
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to prod).
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- Managing *query refresh strategies*.
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*** Data Modelling
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- Designed *star and snowflake schemas* with fact and dimension
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tables.
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- Built *hierarchies* for drill-down analysis.
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- Applied *best practices* for efficient and scalable models.
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*** DAX (Data Analysis Expressions)
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- Created *calculated columns* and *measures* for advanced analytics.
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- Implemented:
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- *Filter context manipulation* with CALCULATE, FILTER, and ALL.
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- *Iterator functions (X functions)* for row-by-row aggregation.
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- *Time Intelligence functions* for comparisons.
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- *Conditional logic* (IF, SWITCH, HASONEVALUE).
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- Organized measures into *dedicated measure tables* for clarity.
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*** Visualization & Reporting
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- Built interactive reports with:
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- *Drill-through filters*.
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- *Custom slicer panels* using bookmarks.
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- *Numeric range parameters* for dynamic what-if analysis.
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- *Custom tooltips*.
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- Applied *data visualization best practices* for clarity.
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- Managed *row-level security roles* for user-based access.
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** Repository Structure
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In the course, the project in the [[AdventureWorks][AdventureWorks]] folder, was made
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following along with the course lectures. The project in the Maven
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Market folder was made entirely by me.
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*** AdventureWorks
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AdventureWorks is a fictional sport store, that asked us to create a
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report to keep track and to analyze their metrics (such as orders,
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customers, profit, returns, rates, etc.)
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There are 4 main dashboards: the *Exec Dashboard* which includes a
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high-level overview of the most important metrics, *map* which
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displays a map with the countries where there are registered sales,
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the *product detail* which displays information about one single
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porduct, and the customer detail, which shows information about
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customers.
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This is how they look:
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**** Exec Dashboard
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[[file:Screenshots/AdventureWorks/Exec Dashboard 1.png]]
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That is how the exec dashboard looks like without filters, there are
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KPI cards on the top, revenue trending with Power BI's prediction, and
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some other pieces of information.
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This dashboard has a slicer panel, that opens when the filter icon is
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actioned:
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[[file:Screenshots/AdventureWorks/Exec Dashboard 2.png]]
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Which can also be closed using the /Back/ arrow (this was achieved
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using bookmarks).
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Then, we move to the *Map* page which might be the simplest of all the
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pages in this report, as it only shows a map with bubbles (the
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biggest, the more sales):
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[[file:Screenshots/AdventureWorks/Map 1.png]]
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There's also the *Product Detail* page:
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[[file:Screenshots/AdventureWorks/Product Detail 1.png]]
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Which is a drill-through page (we can drill-through the Matrix on the
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Exec Dashboard page that display the products by right-clicking on
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them).
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[[file:Screenshots/AdventureWorks/Customer Detail 1.png]]
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*** MavenMarket
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