Power BI Data Connection and Modeling

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Questions and Answers

What is the primary first step a developer must take in creating Power BI content?

  • Transform data using Power Query Editor
  • Combine data from multiple sources
  • Establish a connection to a data source (correct)
  • Select existing visualizations for the report

Which feature of Power BI Desktop allows developers to connect to multiple data sources simultaneously?

  • Get Data Button (correct)
  • Single Data Model
  • Navigator Screen
  • Data Group Tab

What is displayed after a developer establishes a connection to a data source in Power BI Desktop?

  • Data Modification Options
  • Navigator Screen (correct)
  • Field Selection Dialog
  • Report View Canvas

What action must a developer take to include data from a selected table into the Power BI report?

<p>Select Load after table selection (C)</p> Signup and view all the answers

Which Power BI feature is used to open a new source for transforming data?

<p>Home Tab Data Group icons (D)</p> Signup and view all the answers

When combining data from multiple sources in Power BI Desktop, what must developers do after the connection is established?

<p>Open Power Query Editor to transform data (C)</p> Signup and view all the answers

Why is modeling data important in Power BI after connecting to data sources?

<p>To prepare the data for visualization (B)</p> Signup and view all the answers

What is the primary purpose of the Power Query Editor in Power BI?

<p>To transform and combine data (C)</p> Signup and view all the answers

What is the purpose of data modeling in Power BI?

<p>To shape and arrange data for effective visualization (B)</p> Signup and view all the answers

How can a Power BI developer convert a text column to a numerical data type?

<p>By right-clicking and changing the type through the context menu (A)</p> Signup and view all the answers

What happens to the original data in the source when transformations are applied in Power BI?

<p>The original data remains unchanged (C)</p> Signup and view all the answers

In the context of Power Query, what does merging queries entail?

<p>Adding new columns from one data source to the existing columns of another (A)</p> Signup and view all the answers

What is a common action performed when combining multiple data sources in Power Query?

<p>Using either merging or appending to consolidate the data (D)</p> Signup and view all the answers

What should a developer do if they want to remove specific columns from a dataset in Power BI?

<p>Select the columns and choose Manage Columns &gt; Remove Columns (C)</p> Signup and view all the answers

When using Power Query to clean data, which of the following can be a method to rename elements?

<p>By right-clicking on a column and selecting the Rename option (B)</p> Signup and view all the answers

What is indicated by the 'table' label in the expanded query results after merging?

<p>That the column holds a merged collection of data (B)</p> Signup and view all the answers

What is one of the first steps a developer might take when working with a new data source in Power BI?

<p>Review the data types of each column (B)</p> Signup and view all the answers

What can be done to undo a transformation in Power BI?

<p>Remove the corresponding step in the Applied Steps list (C)</p> Signup and view all the answers

What is the primary function of the Close & Apply button in Power BI Desktop's Power Query Editor?

<p>To save data transformations and incorporate them into the report (A)</p> Signup and view all the answers

Which of the following actions represents data transformation in Power BI?

<p>Splitting a single column into multiple columns (D)</p> Signup and view all the answers

Why might a developer choose to rename a column after importing data into Power BI?

<p>To align the column name with the conventions of another data source (B)</p> Signup and view all the answers

Flashcards

Connecting to a Data Source

The initial step in building a Power BI report involves connecting to a data source, which can be any of the various sources supported by Power BI.

Get Data Button

Power BI provides a 'Get Data' button in Power BI Desktop, which allows you to connect to a wide array of data sources.

Get Data Screen

The "Get Data" button triggers the 'Get Data' screen in Power BI Desktop. This screen displays a list of hundreds of different data sources that you can connect to. Each data source has its own specific login and data retrieval process.

Navigator Screen

Once connected, the 'Navigator' screen displays all the tables and data that Power BI Desktop has identified in the chosen source.

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Load Data to 'Fields' Pane

After selecting a table in the Navigator screen, clicking 'Load' adds that data to the 'Fields' pane in the Report view, making it ready for use in creating your report.

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Combining Data from Multiple Sources

You can repeat the process of connecting to multiple data sources and load their data to create a single, combined data model. This combines data from different sources, which can be used together to create a more comprehensive report.

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Data Modeling

Data from multiple sources can be combined into a single data model in Power BI Desktop. This allows for a more unified and insightful analysis by combining information from different sources.

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Power Query Editor

The Power Query Editor tool in Power BI Desktop provides a powerful way to manipulate and transform your data before using it in your report. This includes cleaning data, shaping it into a desired format, and adding new columns or measures.

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Data Modeling in Power BI

The process of modifying data to make it suitable for analysis and visualization in Power BI.

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Modifying Data Types

Changing the data type of a column, like converting text to numbers, to make it usable for specific operations.

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Removing Rows and Columns

Deleting rows or columns from a dataset to focus on relevant information.

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Renaming Elements

Changing the names of tables, rows, or columns to make them more meaningful or consistent.

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Splitting Columns

Dividing a single column into multiple columns based on a specific delimiter.

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Combining Queries

The process of combining data from different sources to create a unified dataset.

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Merge Queries

A method used to combine data from two queries by adding columns from one query to the existing columns of another.

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Append Queries

A method used to combine data from two queries by adding rows from one query to the existing rows of another.

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Query Settings Pane

A visual window in Power BI Desktop that displays all the applied transformations in the order they were performed.

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Data Model

A visual representation of the data sources and their relationships in Power BI.

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Query

The basic unit of structured data in Power BI, representing a table.

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Expand Button

An interactive tool within Power Query Editor that allows you to expand a column containing merged data and select the specific columns you want to include in your dataset.

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Power BI Desktop

A graphical tool used in Power BI to visualize data and create interactive reports.

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Study Notes

Connecting to and Consuming Data in Power BI

  • Power BI Desktop lets you connect to multiple data sources.
  • The "Get Data" button initiates the connection process.
  • Various data sources are available, with unique connection methods (e.g., From Web dialog for webpages).
  • After connection, the Navigator screen shows available tables.
  • Loading a table adds its data to the Fields pane in the Report view.
  • Multiple sources can be added using icons in the "Data" group or "Transform data" for Power Query Editor.
  • Combined data appears in the Fields pane.

Power Query for Data Modeling

  • Data modeling in Power BI transforms raw data for effective visualization.
  • Modifying data types (e.g., converting text to numbers).
  • Removing unnecessary rows or columns.
  • Renaming tables, rows, or columns.
  • Splitting columns.

Modifying Data Types

  • Data types influence Power BI's usage of data.
  • Power BI might initially view numerical data as text. Example - "Overall rank" being labeled as text.
  • Changing types (e.g., "Whole Number") enables mathematical calculations.

Removing Rows and Columns

  • Not all data from a source is always needed.
  • Removing unwanted columns is possible
  • Select unwanted columns, then remove them.

Renaming Elements

  • Data source headers might require renaming.
  • Column headers can be modified for better data use and alignment with other data sets.
  • The "Use first row as headers" feature helps with column definition..

Combining Queries

  • Queries can be merged or appended.
  • "Merge" adds columns from one data source to another based on matching columns (e.g., state names and abbreviations).
  • "Append" adds new rows from one data source to another.
  • The "Merge" dialog box lets you define which columns to match.
  • The merged query presents in a single table.
  • An "Expand" feature allows developers to decide which expanded columns are needed.
  • Click "Close & Apply" to close the Power Query Editor and include the modeled table into the report.

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