Power Bi Notes
Power Bi Notes
Parts of Self-Service BI
Excel BI It allows users to create an interactive report by importing data from different
Toolkit sources and model data according to report requirement.
It is the online solution that enables you to share the interactive reports and
Power BI
queries that you have created using the Excel BI Toolkit.
Ans: PowerBI is a cloud based Business Intelligence tool to analyse and visualize
raw data that can be fetched from a wide range of data sources. It consolidates
business analytics with data visualization and helps any organization to make
business decisions based on data.It is easy to work with and the data is
processed in such a way that it is easy to understand and reliable. It can be
accessed from different platforms and can be shared across on-cloud
participants. Thus it is an effective solution.
are as follows :
like Oracle, SQL, Text/CSV files, Excel, etc. and even delete data from different
sources.
Power Pivot : It is used for data modelling that uses DAX ( Data Analysis
Expression) functions for the calculations. Relationships between different tables
can also be created here and we can get values that can be shown in Pivot
Tables.
Power View: The Power View is used for providing an intuitive display of the
data and retrieving the metadata for data analysis. The views are interactive in
nature and slicers and filters can be used for slicing and dicing the data.
Microsoft PowerBI Free/ Desktop – It is for anybody who wants to see their
business insights from the data with visualizations.
Ans: Power BI Desktop is a free desktop application that can be installed right on
your own computer. Power BI Desktop works cohesively with the Power BI service
by providing advanced data exploration, shaping, modeling, and creating reports
with highly interactive visualizations. You can save your work to a file or publish
your data and reports right to your Power BI site to share with others.
Ans: The list of data sources for Power BI is extensive, but it can be grouped into
the following:
• Files: Data can be imported from Excel (.xlsx, xlxm), Power BI Desktop files
(.pbix) and Comma Separated Value (.csv).
• Content Packs: It is a collection of related documents or files that are
stored as a group. In Power BI, there are two types of content packs, firstly
those from services providers like Google Analytics, Marketo, or Salesforce,
and secondly those created and shared by other users in your organization.
• Connectors to databases and other datasets such as Azure SQL, Database
and SQL, Server Analysis Services tabular data, etc.
Ans: There are three different connectivity modes in PowerBI which are:
Import Mode:
In PowerBI, Import Mode is the default mode since it is most frequently used
and delivers fast performance. It can integrate the data from a data source as
shown. Imported data is stored in the disk and it is fully loaded while querying or
refreshing.
Direct Query Mode is another method of importing data with query to retrieve
data from a pre-existing data source. When the data volume is too large, we use
DirectQuery to avoid refreshing data as it can take a long time.
Composite Mode
Ans: The following are the Building Blocks (or) key components of Power BI:
Data Importing: The first step is to import the data and convert it into a
standard format and store it in a staging area.
Data Cleaning: After assembling the data, it requires transformation or cleaning
to remove unimportant values.
Data Visualization: Now the data is visually represented on the Power BI
desktop as reports and dashboards using powerful visualization tools.
Save and Publish: Finally when your report is ready you can save and publish
these reports that can be shared across users via mobile apps or web.
Ans: Content packs for services are pre-built solutions for popular services as part
of the Power BI experience. A subscriber to a supported service, can quickly
connect to their account from Power BI to see their data through live dashboards
and interactive reports that have been pre-built for them. Microsoft has released
content packs for popular services such as Salesforce.com, Marketo, Adobe
Analytics, Azure Mobile Engagement, CircuitID, comScore Digital Analytix,
Quickbooks Online, SQL Sentry and tyGraph.
Ans: Power BI provides variety of option to filter report, data and visualization.
The following are the list of Filter types.
We know that Power BI visual has an interactions feature, which makes filtering a
report a breeze. Visual interactions are useful, but they come with some
limitations:
• The filter is not saved as part of the report. Whenever you open a report,
you can begin to play with visual filters but there is no way to store the filter
in the saved report.
• The filter is always visible. Sometimes you want a filter for the entire report,
but you do not want any visual indication of the filter being applied.
Ans: A PowerBI dashboard is a canvas which creates a story with templates and
visualizations for better understanding of the data. It is a single-page report and
contains the highlights of the data.
Report View : It is the default view which shows the visualization of the data in
reports. You can create multiple report pages here with a wide range of
templates and visualizations.
Data View : Data view shows the transformed data in a table format with
columns and rows. It also allows you to create new calculated columns for
further insights.
Power BI desktop: You can download and install PowerBI Desktop on your
personal computer where you can connect to the data source, transform your
data, analyze and visualize it with templates.
Power BI mobile app: One can securely access dashboards and reports on any
device with the PowerBI app which is available for iOs, Android and even
Windows.
Ans: In PowerBI, we can represent the data in graphs and visualizations. The visualization
can be of any type, for example:
Bar and Column Charts: It is a standard visualization for looking at a specific value across
various categories.
Area Charts( Basic and Stacked ) : It is based on the line chart and the area under the line.
It depicts the magnitude of change over time.
Card: Card shows aggregate value of a certain datapoint, can be one or more but one per
row.
Doughnut and Pie Charts: They show the relation in parts of a whole. Doughnut charts
have a hollow in the centre while pie charts don’t.
Matrix: It’s a type of table with easier display that shows aggregated data
There are other visuals like Combo Charts, Decomposition Tree, Funnel charts,
Gauge charts, KPIs, Line Charts, Ribbon Chart, Scatter, Q&A, Tables, Treemaps,
etc.
Ans: In PowerBI you can create your own visualizations from the library of
custom visualizations. A development project has to be created then test the
visual in PowerBI service. Once the visualization is customized, it is thoroughly
checked and tested before posting. After testing, the visualization is saved in
.pbiviz file format before sharing. But you need to be a PowerBI Pro user in
order to make custom visualizations.
21). Why and how would you use a custom visual file?
Ans: A custom visual file is used when none of the pre existing visuals fit the
business needs. Custom visual files are generally created by Developers which
can be used in the same way as prepackaged files.
22). What are the various type of users who can use Power BI?
Ans: PowerBI can be used by anyone for their requirements but there is a
particular group of users who are more likely to use it:
Report Analyst: Report Analysts need detailed data for their analysis from the
reports
Self Service Data Analyst: They are more experienced business data users.
They have an in-depth understanding of the data to work with.
Basic Data Analyst: They can build their own datasets and are experienced in
PowerBI Service
Advanced Data Analyst: They know how to write SQL Queries and have hands-
on experience on PowerBI. They have experience in Advanced PowerBI with DAX
training and data modelling.
Power Map
Power Q&A
Power Desktop
Power Website
PowerBI Mobile App
24). What is the maximum data limit per client for the free version of
Power BI?
Ans: With a Power BI Free licence a user can use 10 GB of storage in the cloud
for hosting Power BI reports. The maximum size a Power BI report can be used
in the cloud is 1GB.
Complex in nature:
One major drawback of PowerBI is it is designed in a complex manner. One
needs complete knowledge of PowerBI in order to start working with PowerBI.
Large data:
PowerBI cannot handle large supply of data and might time out while processing
a large data.
PowerBI cannot process data more than 1 GB.
Ans: To do basic calculation and data analysis on data in power pivot, we use Data
Analysis Expression (DAX). It is a formula language used to compute calculated
column and calculated field.
For the measure named Total Sales, calculate (=) the SUM of values in the
[SalesAmount] column in the Sales table.
A- Measure Name
B- = – indicate beginning of formula
C- DAX Function
D- Parenthesis for Sum Function
E- Referenced Table
F- Referenced column name
Ans: Below are some of the most commonly used DAX function:
Context: Context are of two types: Row Context and Filter Context. Row Context
is used when a formula has a Function that applies a filter to identify a row in a
table. Filter Context is used when one or more filters are used to get a value.
33). What are the purpose and benefits of using the DAX function?
Ans: DAX or Data Analysis Expression is a functional language which can create
calculated columns and/or measures for smarter calculations to limit the data
the dashboard has to fetch and visualize.
Ans: The FILTER function returns a table with a filter condition applied for each of
its source table rows. The FILTER function is rarely used in isolation, it’s generally
used as a parameter to other functions such as CALCULATE.
• FILTER is an iterator and thus can negatively impact performance over large
source tables.
Ans: The CALCULATE function measures the sum of a column from any table
and can be modified with Filters.
Syntax:
Ans: Below are some of the most commonly used DAX function:
Context: Context are of two types: Row Context and Filter Context. Row Context
is used when a formula has a Function that applies a filter to identify a row in a
table. Filter Context is used when one or more filters are used to get a value.
33). What are the purpose and benefits of using the DAX function?
Ans: DAX or Data Analysis Expression is a functional language which can create
calculated columns and/or measures for smarter calculations to limit the data
the dashboard has to fetch and visualize.
Ans: The FILTER function returns a table with a filter condition applied for each of
its source table rows. The FILTER function is rarely used in isolation, it’s generally
used as a parameter to other functions such as CALCULATE.
• FILTER is an iterator and thus can negatively impact performance over large
source tables.
• Complex filtering logic can be applied such as referencing a measure in a
filter expression.
o FILTER(MyTable,[SalesMetric] > 500)
Ans: The CALCULATE function measures the sum of a column from any table
and can be modified with Filters.
Syntax:
Ans: These are the only functions that allow you modify filter context of measures
or tables.
Limitations:
Ans: SUMMARIZE()
SUMMARIZECOLUMNS
• New group by function for SSAS and Power BI Desktop; more efficient.
• Specify group by columns, table, and expressions.
Ans: DAX or Data Analysis Expression is a functional language which can create
calculated columns and/or measures for smarter calculations to limit the data
the dashboard has to fetch and visualise.
39). How would you create trailing X month metrics via DAX against a non-
standard calendar?
• CALCULATE(FILTER(ALL(‘DATE’),…….))
Ans: It is a model that is made up of data types, tables, columns, and table
relations. These data tables are typically constructed for holding data for a
business entity.
Ans: The main engine behind power pivot is the xVelocity in-memory analytics
engine. It can handle large amount of data because it stores data in columnar
databases, and in memory analytics which results in faster processing of data as
it loads all data to RAM memory.
45). Can we have more than one active relationship between two tables in
data model of power pivot?
Ans: No, we cannot have more than one active relationship between two tables.
However, can have more than one relationship between two tables but there will
be only one active relationship and many inactive relationships. The dotted lines
are inactive and the continuous line is active.
Ans: With “Get Data” in PowerBI, you connect to different data sources to import
data for analysis and visualization. You can select from a range of various data
sources to import the desired data.
Eg. Text/CSV, Excel, PDF, JSON, Amazon Redshift, SQL Server database, Access
database, SAP HANA database, IBM, MySQL, Oracle database, Impala, Google
BigQuery,etc.
Ans: Power query is a ETL Tool used to shape, clean and transform data using
intuitive interfaces without having to use coding. It helps the user to:
• Import Data from wide range of sources from files, databases, big data,
social media data, etc.
• Join and append data from multiple data sources.
o Shape data as per requirement by removing and adding data.
Ans: There are two destinations for output we get from power query:
Ans: Query folding is when steps defined in Power Query/Query Editor are
translated into SQL and executed by the source database rather than the client
machine. It’s important for processing performance and scalability, given limited
resources on the client machine.
Ans: Yes, a SQL statement can be defined as the source of a Power Query/M
function for additional processing/logic. This would be a good practice to ensure
that an efficient database query is passed to the source and avoid unnecessary
processing and complexity
by the client machine and M function.
• The parameter selection can then be used by the query and calculations.
• PBIX files can be exported as Templates (PBIT files).
• Templates contain everything in the PBIX except the data itself.
54). Why do we need Power Query when Power Pivot can import data from
mostly used sources?
Ans: Power Query is a self-service ETL (Extract, Transform, Load) tool which runs
as an Excel add-in. It allows users to pull data from various sources, manipulate
said data into a form that suits their needs and load it into Excel. It is most
optimum to use Power Query over Power Pivot as it lets you not only load the data
but also manipulate it as per the users needs while loading.
Connect to Data: Get Data from various sources and Transform data.
Shape Data: Transform your data according to requirement to clean and shape it
Group Rows: You can group the values of many rows into one single value by
summarizing
Pivot Columns: Pivot columns and create a table with aggregated values
Create Custom Columns: You can use custom formulas to create new columns in
your table
Advanced Editor: You can make modifications to the data using Advanced Query
Editor with query. Power BI Interview Questions – Power Map
Ans: Power Map is an Excel add-in that provides you with a powerful set of tools
to help you visualize and gain insight into large sets of data that have a geo-coded
component. It can help you produce 3D visualizations by plotting upto a million
data points in the form of column, heat, and bubble maps on top of a Bing map.
If the data is time stamped, it can also produce interactive views that display, how
the data changes over space and time.
57). What are the primary requirement for a table to be used in Power Map?
Ans: For a data to be consumed in power map there should be location data like:
• Latitude/Longitude pair
• Street, City, Country/Region, Zip Code/Postal Code, and State/Province,
which can be geolocated by Bing
The primary requirement for the table is that it contains unique rows. It must also
contain location data, which can be in the form of a Latitude/Longitude pair,
although this is not a requirement. You can use address fields instead, such as
Street, City, Country/Region, Zip Code/Postal Code, and State/Province, which can
be geolocated by Bing.
Ans: The data can either be present in Excel or could be present externally. To
prepare your data, make sure all of the data is in Excel table format, where each
row represents a unique record. Your column headings or row headings should
contain text instead of actual data so that Power Map will interpret it correctly
when it plots the geographic coordinates. Using meaningful labels also makes
value and category fields available to you when you design your tour in the Power
Map Tour Editor pane.
To use a table structure that more accurately represents time and geography
inside Power Map includes all of the data in the table rows, and use descriptive
text labels in the column headings, like this:
1. In Excel, click Data > the connection you want in the Get External
Data group.
2. Follow the steps in the wizard that starts.
3. On the last step of the wizard, make sure Add this data to the Data
Model is checked.
The more you use it, the better you’ll get at it. So, let’s get started.
Ans: Both PowerBi and Tableau are business intelligence tools for generating
reports and data visualization but they do have a few significant differences.
Data Source:
PowerBI does not have as wide access to data sources as Tableau when
compared. Tableau has a wider range of access to various data sources.
Data Capacity:
Ans: Power View is a data visualization technology that lets you create interactive
charts, graphs, maps, and other visuals which bring your data to life. Power View
is available in Excel, SharePoint, SQL Server, and Power BI.
• Charts
• Line charts
• Pie charts
• Maps
• Tiles
• Cards
• Images
• Tables
• Power View
• Multiples Visualizations
• Bubble and scatter charts
• Key performance indicators (KPIs)
Ans: It is a stand alone application where we can make Power BI reports and then
upload it to Powerbi.com, it does not require Excel. Actually, it is a combination of
Power Query, Power Pivot, and Power View.
62). Can we refresh our Power BI reports once uploaded to cloud (Share point
or Powebi.com)?
Ans: Yes we can refresh our reports through Data Management gateway(for
sharepoint), and Power BI Personal gateway(for Powerbi.com)
63). What are the different types of refreshing data for our published
reports?
Ans: There are four main types of refresh in Power BI. Package refresh, model or
data refresh, tile refresh and visual container refresh.
• Package refresh
This synchronizes your Power BI Desktop, or Excel, file between the Power BI
service and OneDrive, or SharePoint Online. However, this does not pull data from
the original data source. The dataset in Power BI will only be updated with what
is in the file within OneDrive, or SharePoint Online.
• Model/data refresh
It refers to refreshing the dataset, within the Power BI service, with data from the
original data source. This is done by either using scheduled refresh or refresh
now. This requires a gateway for on-premises data sources.
• Tile refresh
Tile refresh updates the cache for tile visuals, on the dashboard, once data
changes. This happens about every fifteen minutes. You can also force a tile
refresh by selecting the ellipsis (…) in the upper right of a dashboard and
selecting Refresh dashboard tiles.
To know more about data refresh and understand how to implement data
refresh, you can check the following link.
Ans: No, Power BI is not available as a private, internal cloud service. However,
with Power BI and Power BI Desktop, you can securely connect to your own on-
premises data sources. With the On-premises Data Gateway, you can connect live
to your on-premises SQL Server Analysis Services and other data sources. You can
also schedule refresh with a centralized gateway. If a gateway is not available, you
can refresh data from on-premises data sources using the Power BI Gateway –
Personal.
65). What are the data management gateway and Power BI personal
gateway?
Ans: Gateway acts a bridge between on-premises data sources and Azure cloud
services.
Personal Gateway:
On-Premises Gateway:
Ans: Power BI Q&A is a natural language tool that helps in querying your data and
getting the results you need from it. You do this by typing into a dialog box on
your Dashboard, which the engine instantaneously generates an answer similar
to Power View. Q&A interprets your questions and shows you a restated query of
what it is looking from your data. Q&A was developed by Server and Tools,
Microsoft Research, and the Bing teams to give you a complete feeling of truly
exploring your data.
67). What happens when you click the Infocus mode of a tile on the
PowerBI dashboard on the browser?
Ans: When you click the Infocus mode of a tile on the PowerBI dashboard on the
browser, the selected tile expands and takes the full space
69). What are some ways that Excel experience can be leveraged with Power
BI?
Ans: Below are some of the ways through which we can leverage Power BI:
70). What is a calculated column in Power BI and why would you use them?
Ans: Calculated Columns are DAX expressions that are computed during the
model’s processing/refresh process for each row of the given column and can be
used like any other column in the model.
Calculated columns are not compressed and thus consume more memory and
result in reduced query performance. They can also reduce processing/refresh
performance if applied on large fact tables and can make a model more difficult
to maintain/support given
that the calculated column is not present in the source system.
72). What are many-to-many relationships and how can they be addressed
in Power BI ?
Ans: Many to Many relationships involve a bridge or junction table reflecting the
combinations of two dimensions (e.g. doctors and patients). Either all possible
combinations or those combinations that have occurred.
73). Why might you have a table in the model without any relationships to
other tables?
Ans: There are mainly 2 reasons why we would have tables without relations in
our model:
Ans: You can use Power BI publisher for Excel to pin ranges, pivot tables and
charts to Power BI.
• The user can manage the tiles – refresh them, remove them, in Excel.
• Pinned items must be removed from the dashboard in the service
(removing in Excel only deletes the connection).
• The Power BI Publisher for Excel can also be used to connect from Excel to
datasets that are hosted in the Power BI Service.
• An Excel pivot table is generated with a connection (ODC file) to the data in
Azure.
75). What are the differences between a Power BI Dataset, a Report, and a
Dashboard?
Report: An individual Power BI Desktop file (PBIX) containing one or more report
pages.
• Built for deep, interactive analysis experience for a given dataset (filters,
formatting).
• Each Report is connected to atleast one dataset
• Each page containing one or more visuals or tiles.
76) What are the three Edit Interactions options of a visual tile in Power BI
Desktop?
Ans: The 3 edit interaction options are Filter, Highlight, and None.
Highlight: It highlight only the related elements on the visual/tile, gray out the
non-related items.
Ans: With a data model local to the PBIX file (or Power Pivot workbook), the author
has full control over the queries, the modeling/relationships, the metadata and
the metrics.
With a live connection to an Analysis Services database (cube) the user cannot
create new metrics, import new data, change the formatting of the metrics, etc –
the user can only use the visualization, analytics, and formatting available on the
report canvas.
With a direct query model in Power BI to SQL Server, for example, the author has
access to the same features (and limitations) available to SSAS Direct Query
mode.
• Only one data source (one database on one server) may be used, certain
DAX functions are not optimized, and the user cannot use Query Editor
functions that cannot be translated into SQL statements.
Ans: Below are some of the way through which SSRS can be integrated with
Power BI: