UNDERSTANDING DATAFLOWS 1 Create and build dataflows in Power BI Service 2

Understanding dataflows 1 create and build dataflows

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UNDERSTANDING DATAFLOWS 1. Create and build dataflows in Power BI Service 2. Schedule refresh settings in Power BI Service 3. Connect to dataflows as a data source in Power BI Desktop Dataflows are essentially Power Query processes that run independently within Power BI Service, and are used to ingest, transform, integrate, and enrich your data Reuse queries across multiple Power BI Desktop or Service reports Run ETL ( extract, transform & load ) processes on specific schedules Create a centralized data warehouse to serve as a single source of truth Why Dataflows? How are Dataflows Implemented? *Copyright 2019, Excel Maven & Maven Analytics, LLC
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COMMON DATAFLOW USE CASES USE CASE #1 Recycling common queries across multiple Power BI reports Need to use the same query across multiple reports? Create a single dataflow and connect to it as a data source, instead of creating a brand new connection and replicating your applied steps each time. Single Dataflow Multiple . pbix Reports USE CASE #2 Creating refresh schedules to align with reporting cadence For example, schedule one dataflow to refresh at 8:00 am for your internal KPI report, and another to refresh monthly for your executive client dashboard USE CASE #3 Centralizing critical ETL processes to ensure data quality Maintaining separate ETL processes across reports sourcing the same data is tedious, inefficient, and error-prone. Dataflows allow you to create, manage, and QA those processes in one central place *Copyright 2019, Excel Maven & Maven Analytics, LLC
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CREATING A NEW DATAFLOW Create new Dataflow & select Add New Entities Choose a data source ( in this case a csv ) and configure connection *Copyright 2019, Excel Maven & Maven Analytics, LLC Clean & Transform your data by adding applied steps ( just like Power Query! ) 1 2 3
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CREATING A NEW DATAFLOW ( cont. ) Connect to your dataflow as a data source from Power BI Desktop 6 *Copyright 2019, Excel Maven & Maven Analytics, LLC 4 Name , describe , and save your Dataflow 5 Configure scheduled refresh settings (frequency & time)
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REPORTS & DASHBOARDS *Copyright 2019, Excel Maven & Maven Analytics, LLC
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CSV UNDERSTANDING REPORTS & DASHBOARDS DATASETS & WORKBOOKS REPORTS DASHBOARDS *Copyright 2019, Excel Maven & Maven Analytics, LLC Contain the data sources you’ve imported or connected to Contain one or more visuals typically built from individual datasets or workbooks Contain collections of reports and tiles, which can come from multiple datasets
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THE REPORT INTERFACE: READING VS. EDITING Tools & Options for editing , modifying , and creating report visuals and dashboards Visualization & Formatting Options ( Charts, Slicers, Maps, Matrices, etc ) Filters Pane ( Visual-Level, Page-Level, Report-Level, and Drillthrough Filters ) Filters Pane ( Visual-Level, Page-Level, Report-Level, and Drillthrough Filters ) Tools & Options for interacting , exploring , filtering , and pinning tiles and pages to dashboards Report Reading View Report Editing View Report Pages ( Similar to Excel tabs, each serves a blank reporting canvas ) Report Pages ( Similar to Excel tabs, each serves as a blank reporting canvas ) *Copyright 2019, Excel Maven & Maven Analytics, LLC
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