Power BI - Creating your Datasets Tutorial
In this video, you will learn about Microsoft 365 and how it can help you and your team be creative and work together securely.
The video covers the Office apps like Word, Excel, and PowerPoint, which allow you to save your files in the cloud with OneDrive.
This means you can access your files from anywhere.
You can store any type of file, including images, spreadsheets, and presentations.
The video also demonstrates how you can share and work in real-time with your coworkers, whether you're in the office or on the go.
Additionally, it highlights the mobile apps and Office for the web, which allow you to stay organized, connected, and productive from any device and browser.
This tutorial will help you understand how to create your datasets using Microsoft 365.
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Creating a Report
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General Introduction
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Creating and configuring a Dashboard
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Introduction to the Query Editor
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Customising your Visuals
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Conditional formatting
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Calculate function
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Turn on the drill down feature
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Creating a Report
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Create a PivotTable report manually
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Sort, filter, summarize and calculate your PivoteTable data
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Create a PivotTable and analyze your data
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How to track and monitor values with the Watch Window
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Preparing, cleaning and transforming your Data
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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Summarize Email Threads with Copilot
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Use Categories
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Clean Up Your Inbox
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Easily Sort Your Mails
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Extract Text from an Image
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Query an Attached Meeting
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Access Copilot Studio
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Get started with Copilot Studio
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Create a call group
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Use call delegation
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Manage simultaneous calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Other Coaches
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Prompt coach
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Sections
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Customizing Views
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Use Copilot with Right-Click
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Extract Invoice Data and Generate a Pivot Table
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Objectifs :
This video aims to guide users through the initial steps of creating a dataset in Power BI Desktop, including connecting to various data sources and importing data effectively.
Chapitres :
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Introduction to Power BI Workflow
After completing the introductory videos, we are now ready to begin the workflow as previously defined. The first step involves creating the dataset that will be utilized in Power BI Desktop. -
Connecting to Data Sources
To start connecting to data, launch Power BI Desktop. If you have already passed the welcome screen, navigate to the Home tab and select 'Get Data'. This action will display various data sources available for connection. -
Types of Data Sources
Power BI Desktop can connect to a variety of data sources, including: - Data files - Databases - Online services - Webpages Additionally, you can connect to a folder to import data from multiple files simultaneously. -
Establishing a Connection
Select your desired data source and click on 'Connect' to establish a connection. Depending on your selection, you may need to search for the source on your computer or network, or authenticate your query to connect to a service. -
Using the Navigator Window
Once Power BI is connected to the data source, the Navigator window will appear. This window displays the tables or entities available from your data source. After selecting the tables you wish to use, you will have two options. -
Importing Data
You can choose to import the selected tables directly by clicking the 'Load' button. This allows you to limit the data to what is relevant for your analysis. In this case, the Query Editor will be introduced for further data manipulation. -
Combining Data from Multiple Sources
Power BI Desktop also allows you to combine data from several sources into a single report. To add sources to an existing report, select 'Edit Queries' under the Home tab, then choose 'New'. The 'Get Data' window will open, allowing you to repeat the data import operations.
FAQ :
What is Power BI Desktop used for?
Power BI Desktop is used for data visualization and business intelligence, allowing users to create reports and dashboards from various data sources.
How do I connect to a data source in Power BI Desktop?
To connect to a data source, launch Power BI Desktop, select 'Get Data' under the Home tab, choose your data source, and follow the prompts to establish a connection.
What types of data sources can Power BI Desktop connect to?
Power BI Desktop can connect to a variety of data sources including data files, databases, online services, and webpages.
What is the purpose of the Navigator window in Power BI?
The Navigator window displays the tables or entities from the connected data source, allowing users to select which data to import into their report.
Can I combine data from multiple sources in Power BI?
Yes, Power BI Desktop allows you to combine data from multiple sources into a single report, enhancing your analysis capabilities.
Quelques cas d'usages :
Sales Reporting
A sales manager can use Power BI Desktop to connect to sales data from multiple sources, such as Excel files and SQL databases, to create comprehensive sales reports that visualize trends and performance metrics.
Marketing Campaign Analysis
A marketing analyst can import data from social media platforms and web analytics tools into Power BI Desktop to analyze the effectiveness of marketing campaigns and make data-driven decisions.
Financial Performance Dashboard
A financial analyst can combine data from various financial systems into Power BI Desktop to create a dashboard that tracks key performance indicators (KPIs) and financial metrics in real-time.
Project Management Reporting
A project manager can use Power BI Desktop to connect to project management tools and databases to visualize project timelines, resource allocation, and budget tracking, improving project oversight.
Glossaire :
Power BI Desktop
A business analytics tool by Microsoft that allows users to visualize data and share insights across their organization or embed them in an app or website.
Data Set
A collection of related data that can be used for analysis and reporting in Power BI.
Get Data
A feature in Power BI Desktop that allows users to connect to various data sources to import data for analysis.
Navigator Window
A window in Power BI that displays the tables or entities available in the connected data source, allowing users to select which data to import.
Query Editor
A tool in Power BI Desktop that allows users to transform and clean their data before loading it into the report.
Edit Queries
An option in Power BI Desktop that allows users to modify existing queries to change how data is imported or transformed.