Power BI Tutorial: Creating a User Adoption Report for Beginners
Today, there will be a workshop on Power BI. This Power BI tutorial for beginners will guide you through the process of creating a report, specifically focusing on user adoption, and illustrate how to analyze data effectively. We have provided a link to download Power BI Desktop in advance, ensuring you have the necessary platform to begin. To avoid access issues with CRM, data has been downloaded into two Excel files. Let’s explore how to create this report step-by-step, employing a range of visuals for a comprehensive analysis.
Power BI Introduction: Setting Up the Environment
If you have downloaded the files, let’s start fresh. This Power BI introduction will begin by importing the data, setting up the foundation for our data model. Load the “users” file, which contains two tables: “table” and “users.” “Users” is likely the sheet name in Excel. We load these tables into Power BI, analyzing them to construct an effective data model. Since these are two separate files without any existing relationships, we need to manage relationships in our data model.
Add a new relationship between the “User” table and the “Usage Log” table using the “Full Name” field. Ideally, relationships should be based on unique IDs, but in this case, we’ll use the names, demonstrating a common design compromise in data modeling. With the relationship set, we can proceed to our dashboard.
Power BI for Beginners: Creating Visualizations
Entity Score Visualization
In this Power BI tutorial for beginners, we will add visualizations to represent our data, focusing on design principles suitable for any analyst. Start with the “Score by Entity” visualization to show how many records each entity has created. Use a bar chart with “Entity Name” on the x-axis and “Score” on the y-axis. This will generate a graph displaying the data.
Formatting and Filters
For better organization, add borders to each visualization to clearly define their boundaries. This helps when adding multiple visualizations on the dashboard. Next, we will add filters to refine our data view. Use a slicer for filtering data by event, and format it as a dropdown to save space, thereby enhancing the report’s design.
When adding a filter, ensure the chart is selected; otherwise, the filter won’t apply. For example, set the filter to display the top 5 records based on the score, utilizing a query to refine the data model further.
Power BI Beginner Tutorial: Date Filters and Advanced Options
To add date filters, drag the date field to the filter pane. Power BI offers various date filtering options like “Between,” “Before,” and “Last N Weeks.” Choose the appropriate filter based on your needs, such as “Last 2 Weeks.”
Microsoft Power BI Tutorial: Publishing and Sharing Reports
Once the report is created, users can interact with it, performing their analytics using the built-in DAX features. For instance, clicking on a contact in the report will display related data, such as the number of contacts created over different weeks. If clicked once, it filters the data; if clicked twice, it removes the filter.
Use the “Publish” button to publish the report to Power BI service, making it accessible online. This microsoft power bi tutorial highlights that reports can be shared with others or integrated into CRM systems. The report file itself can be sent to others for viewing but not for editing unless explicitly allowed.
Introduction to Microsoft Power BI: Conclusion
By following these steps, we have created a comprehensive user adoption report in Power BI, showcasing our analytics skills. This power bi tutorial demonstrated the importance of setting up data relationships, creating visualizations, applying filters, and publishing reports. These skills are essential for leveraging Power BI to gain insights and improve business operations. For more detailed guides, refer to other microsoft power bi tutorials to further enhance your proficiency in using this powerful tool.
About Dynamica Labs
Dynamica Labs is one of the oldest Dynamics CRM Partners and one of a very few companies with ISO 9001 Quality Management System certification for Dynamics CRM project delivery services.
For over 15 years we have been focused on 3 key CRM project goals: delivering measurable business results, following a cost-effective approach, providing the highest quality standards. Over the course of these years, we’ve taken part in hundreds of projects from SMEs to blue-chip global companies.
