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Power BI

  • Microsoft’s software is in the top three of Business Intelligence softwares according to 6sense.com

    • Behind Notion, ahead of Tableau late 2023

    • >5 million subscribers according to Microsoft

  • Primary platform is Windows

  • Mainly controlled through menus and dialogues, but supports integration with languages like R and Python.

Data sources

  • Can connect to most major database, storage and API solutions, file formats and subscription service Dataverse.

  • Some sources require plugins/extensions to work, e.g., MySQL.

Pre-processing and Machine Learning

  • Has a Power Query Editor for data transformations including

    • format changing,

    • group bys and similar,

    • connection Azure Machine Learning (licence based).

  • Derived data (functions of data) called measures.

Coding/scripting

  • Power BI supports Python and R extensions at various stages of data handling.

    • Data import

    • Pre-processing and machine learning

    • Visualisation

  • Python must be enabled through the options in older versions.

    • Both Python and R need paths to be set correctly in the scripting options of Power BI.

    • For other environments than base, C:\Users<your-username>\AppData\Local\PowerBIScripting\PythonSettings.xml needs to be edited.

    • The webpage https://bit.ly/powerbi-python-limits contains a list of Python and package versions currently supported by Power BI.

Dashboards

  • Plots similar to Excel, but more interactive, similar to plotly.

  • Various graphical elements reminiscent of PowerPoint.

  • Can be deployed as a Power BI service, available in various forms, e.g., Teams apps.

  • Supports user roles based on credentials.

  • Main views when editing:

    • Model: Work on sources, underlying inputs to projects, data relations.

    • Data: Inspect, filter, connect data in tables.

    • Report: “what you see is what you get” visual editor for datsboards.

Example

  • View from Power BI with three data sources and matching plots.

    • Excel file - blue rings

    • MySQL data - red rings

    • Python generated data - yellow/green rings

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Power BI apps publishing

  • After publishing an app, it can be viewed online, in Teams or in other channels connected to the Power BI account.