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Hello everyone and welcome back
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In this video we'll see how to create a PowerBia report in less than 5 minutes
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PowerBi is one of the best tools in today's market. If you compare with any other product, let's say Tablu, ClickView or any Elephant BI, any product, PowerBi is one of the best
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We'll see an example here how to create report in less than 5 minutes and very smoothly, very easily
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To create a report, we need some data. So I have kept the data in the file named as 1.5 PowerBi Superstore
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store. So this file is just a sample file which is having approximately 21 columns. If you see
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on the right hand side, 21 columns. It is the data about the sales company where any item
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which has been sold, the record has been generated here. And approximately there are 10,000
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records in this file. You see, there are 3994 records in this data here. And the name of this
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table, which I'm using is the name of the table is order's table. So I'll use this data to create a
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sample report in PowerBi. Now the name of the sheet is order sheet, name of the table is
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order's table. So I'll click on close button. Now I'll open this PowerBi report and click on this
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Excel button here. 1.5 open and then I'll pick up this orders table. And just click on
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load button. The reason I'm not clicking on transform data because I know the data is clean
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here. There is nothing to be clean in this data source. Just click on load button. That means
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I am okay to create charts for this data set. So once you click on load button on the right hand side you can see all 21 columns which have been given here whatever columns for there will be present here Somewhere you can see there a calendar icon that means it a date data type Somewhere you can see summation icon you can see discount profit quantity
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That means it's a number data type. Now, this is an order table. That's now a name of the query
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I'll just expand this. That's a place where you can select the charts and create the charts, and here you have to put the fields, whatever fields you bring it here
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But now, since you're new to this power bi, if you want to quickly, create a report in less than five minutes, what is the method
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I'll be showing you this technique named as AI in BI, artificial intelligence in business intelligence
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So what I can do is you just remember the name of the column, let's say region sales
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category sales, okay, these are name of the column. Suppose if I want to create a simple pie chart, let's say region sales
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What you can do is I'll just double click on this place on the screen and here
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I can type region sales. The font is very small, so I'll zoom the screen here
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So I'll just zoom for you. And here I can just write the name of the column here
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Region sales in Pi. Okay, just write region sales in Pi and this will create a pie chart for you
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So I'll just resize it properly. And now if you're okay with this, if you're satisfied with this chart, you can just click on this
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okay button and this will create a chart for you. Okay. the simple pie chart. Now if I want to create one more donut chart, let's say for category
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there is some category column here and I want to create category sales in a donut chart. So I'll
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just simply double click on this place and then I write the name of the column category sales Category sales in donut Okay And I select the first option donut and once you are satisfied with what they are asking they are giving you can just
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click on this okay button and you can see that's a okay button I can click and donut chart is
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created okay same way just remember the column names one more suppose I want to create a funnel chart
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for subcategory sales there's a column given here subcategory let me show you
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That's a subcategory and I want to create a subcategory sales as a funnel chart
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Same method, same trick. Just double click on this place. It will and type subcategory, sub-hyphen category, space sales in funnel
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Okay. And then you can just click on this okay button. I think it is not correct
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So I'll just remove this column here. Again, I can just double click on this place. Type as subcategory
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sales in funnel subcategory sales in funnel and you can click on this button here
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that's okay button so that's a simple funnel chart we just created okay so it's very
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very simple to create here now let us create two more charts I want to create one
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line chart line charts are usually created for a date field so I have a date field
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here that is order date so I want to create a line chart for order date sales so I'll just
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move my screen here, double click and I'll type here, order date, sales in line chart
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Select that and you can click on this button here That a simple line chart And the last one I want to create a map So there a field named as state So I want state profit in a map So I just double click again and type here as state profit in map And then it will take time to load and then you can just click on OK button If it is not loading maybe I can create a simple
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table here, state profit in table and click on this button here. So I'll just click on this
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So once you finish, I can just show you the screen here. Now that's a simple report
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I'll just minimize this windows which are not required. I can minimize, minimize, minimize
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I can also minimize this ribbon which is not required. So that's a button, small button where you can minimize the ribbon here
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Now, that's a simple report. Now, what is the beauty of this power be a dashboard or report I can say
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Not a dashboard. It's a report here. Suppose this is a west region which is given here. If I click on this west region
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other reports would be filtered for that West region. Same way, if I want to unfilter or clear filter, simply click on this place
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So this is for category sales. You can see the heading, Sales by Category. If I click on this office supplies, the dark blue color, if I click on this place
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I can see the subcategories by sales, the states by sales, state by profit, and so on
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So all the reports, all the charts would be filtered here. And if you want to clear filter, simply deselect here
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And obviously, you have to focus about the alignment part. it should be properly aligned and then you can do it
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So that's a simple AI in BI, artificial intelligence in business intelligence
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So I hope you have understood how to create a report in PowerBI in less than five minutes
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That's all for this video
