Power BI’s Workflow

Hafsae
2 min readJan 24, 2021

Hi everyone, I’m a BI enthusiast and in this post I’m gonna share with you the MS Power BI workflow.

The first step in every single Business Intelligence project, is to collect the data. Power BI allows us to get the data from different sources(local source, web source…), with different extensions as well (.csv, .txt, .json…).

Once the data is collected, we have to make some transformation upon it using Power Query, such as : switching the data types (from string to integer, from string to datetime and so on), split data in order to get what we want. Let’s suppose that we have a column named “Address”, and its format is like “streetName, zipCode; stateName” and we want to only store the state’s name, so with Power Query we can do it.

Next step will be to calculate the mesures, or we call it : Key Performance Indicator (KPI). To do these calculations it’s better to create a new table and to store the whole mesures in it. This is the best practice in this case.

Then we can drag and drop the visuals to present the data; we can select from the panel that contains the visuals according to the data we want to present; for example if we want to show the sales by city, a map will be the ideal choice to present it.

Now that our dashboard is done, it needs to be published so other users — managers, directors… — can see it. We can use Power BI Apps for mobile version and Power BI service for the web one.

In the next post I will explain each step from scratch.

I hope you like my post.

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