PowerBIJourney/README.org
2025-08-17 19:18:04 -05:00

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