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Commit f74546a8 authored by riggsash's avatar riggsash
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Merge branch 'main' into 'main'

Fixed Issue #96

See merge request CMSE/datatools_tutorial_demo!152
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# DataTools Tutorial -- PowerBI
 
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![maxresdefaultreduced.jpg](attachment:maxresdefaultreduced.jpg)
 
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## Installing PowerBI
 
#### 1. Go to https://powerbi.microsoft.com/en-us/getting-started-with-power-bi/
 
#### 2. Click the “Buy Now” button on top right to Obtain a PowerBI License.
 
Note to MSU students: there is a basic PowerBI license provided to MSU via Microsoft office.
Open Office 365 and launch PowerBI to get started.
 
#### 3. Install PowerBI Desktop Version
Note to Mac users: there is currently no Desktop Version of PowerBi for Mac. However, there is a limited web version that can be accessed through Office 365. The web version should be sufficient for this tutorial.
 
#### 4. Open PowerBI
 
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## Data Prepping
 
#### 1. Make sure data is clearly labeled, with as few indexing labels as possible.
 
Excess labels can muddy your visualizations and harm reproducibility.
 
#### 2. If possible, clean data outside of PowerBI
 
PowerBI can manipulate data within the software, but data cleaning can be case sensitive and thus is better avoided if less experienced.
 
#### 3. Make sure data is in a format that PowerBI supports
 
Compatible files are Excel Workbooks, Text/CSV, XML, JSON, Folder, PDF, Parquet, SharePoint folder
 
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## Importing Data into a PowerBI Dashboard
 
When you Create a new PowerBI report, a new empty report is launched as shown below:
 
![Screenshot%20%28121%29.png](attachment:Screenshot%20%28121%29.png)
 
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On this screen users are provided with multiple options to import Data. If these options are not ideal, you can click the “Get data from another source” option below. This will launch a popup with numerus options to load data. Pick one of the data sources that is convenient. For the sake of this tutorial, we will be picking the Excel Workbook.
 
![Screenshot%20%28122%29.png](attachment:Screenshot%20%28122%29.png)
 
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### Making Visualizations
 
Once you pick your data source you will be given the option to start from the default visualizations created by PowerBI or start from scratch.
 
Once you select either option, you will be redirected to the dashboard, with the following option panel on the right.
 
![Screenshot%20%28126%29.png](attachment:Screenshot%20%28126%29.png)
 
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With the above panel, you can create visualizations based off the data you’ve imported.
 
The left side of the panel allows you to change what kind of visualization you’re creating, and below it you can change the axis on which each selected parameter lies.
 
By selecting parameters on the right, you can configure any number of in-depth visualizations using the data you’ve imported, as in the example below:
 
![Screenshot%20%28125%29.png](attachment:Screenshot%20%28125%29.png)
 
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## Exporting .pbix and .pdf files in PowerBI
 
In order to export your PowerBI file the process is fairly simple.
 
Start by going to the 'File' tab in the top left corner, and selecting 'Export' as shown in the below graphic:
 
![IMG8417044277782020980.jpg](attachment:IMG8417044277782020980.jpg)
 
PowerBI files can be exported as either a .pbix (PowerBI Template) if you intend to continue making changes to your workspace, or as a .pdf file if your workspace is finalized.
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