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      Getting Started with PowerBI

      Before you begin:

      Required Knowledge: How to Set Up the BI Connector with Power BI, How to prepare your data in PowerBI

       

      To recap, some of the steps below have already been covered in the previous articles How to Set Up the BI Connector with Power BI & How to prepare your data in PowerBI. The steps below provide a quick overview of how to create a report with Tables and Graphs.

      1

      Create a report with Tables and Graphs

      1. Select as many tables as you would like to work with.
      2. Click Load.

      Note: Wait a little while.  If it’s not working, it could be the firewall from your internet. Try to connect via a hotspot to fix it.

      2

      The tables will now expand. The table columns are on the right-hand side under the Data session. Make sure the Data section contains all the columns required to create reports, tables or graphs.

      Optional

      2a

      If a column is missing or the data is not correctly formatted

      (For example, it is showing the full date and time instead of just the year.)

      Click on the table view on the left.

      Optional

      2b

      1. Click New Column.
      2. Rename the column into something meaningful.

      Optional

      2c

      Enter the Data Analysis Expressions (DAX) formulayear = mid((au_courseenrolment[startdate]), 1, 4)to extract only the year from the date field, which was covered in the How to Prepare your Data in PowerBI articles.

      To learn more about the DAX Programming language follow the link DAX Functions Tutorial

      Optional

      2d

      Once the Year column is created, navigate back to the report view by clicking the report icon.

      3

      Create a simple report on the count of Enrolments added each year

      1. Click the Table icon in the Visualizations
      2. Drag:
        • year into the X-axis
        • courseenrollmentid into the Y-axis
      3. Convert the sum of Course Enrolment into the count of Course Enrolment:
        • Click on the down arrow under Visualisations
        • Select the Count option
      4. To remove the blank year:
        • Right-click on the table under the blank year
        • Click Exclude.
      5. Now you have a table showing the count of enrolments by year.

      4

      Present the data in a different graph

      1. Copy and paste the table.
      2. Click on the new table.
      3. Under the Visualizations section, click on the line chart icon or the stacked bar graph icon.

      5

      Sort data by year

      By default, the data are ordered by the count of the Course Enrolment from highest to lowest. To create the table/graph based on the actual trend year on year:

      1. Click the top right of the table/graph for more options.
      2. Select the Sort axis by year and Sort ascending.

      6

      Change formatting

      1. Click Format Visual under Visualizations
      2. Under the x and y axis section update the Range, Values and Title.
      3. To change the column colour, scroll further down to the Columns section.
      4. To change the title of the graph, table and report, click the Title option under General.
      Related articles

      How to prepare your data in PowerBI