PL-900: Microsoft-Power-Platform-Fundamentals

Module 4, Lab 6 – Power BI

Scenario

Bellows College is an educational organization with multiple buildings on campus. Campus visitors are currently recorded in paper journals. The information is not captured consistently and there are no means to collect and analyze data about the visits across the entire campus.

Campus administration would like to modernize their visitor registration system where access to the buildings is controlled by security personnel and all visits are required to be pre-registered and recorded by their hosts.

Throughout this course you will build applications and perform automation to enable the Bellows College administration and security personnel to manage and control access to the buildings on campus.

In this lab, you will build a Power BI dashboard that visualizes data about campus visits.

High-level lab steps

We will follow the below steps to design and create the Power BI dashboard:

  • Connect to Common Data Service
  • Transform the data to include user-friendly descriptions for the related records (lookups)
  • Create and publish a report with various visualizations of the campus visits information
  • User natural language query to build additional visualizations
  • Build mobile view

Prerequisites

  • Completion of Lab 1 - Data Modeling

Things to consider before you begin

  • Who is the target audience of the report?
  • How will the audience consume the report? Typical device? Location?
  • Do you have sufficient data to visualise?
  • What are the possible characteristics you can use to analyse data about the visits?

Exercise #1: Create Power BI Report

Objective: In this exercise, you will create a Power BI report based on data from Common Data Service database.

Task #1: Prepare Data

  1. Find out your organization URL

    • Navigate to Power Platform Admin Center at https://aka.ms/ppac.
    • In the left navigation page, select Environments, and then select the target environment.
    • Right mouse click Environment URL on the Details panel, then select Copy link.
  2. If you do not have Power BI Desktop installed, navigate to https://aka.ms/pbidesktopstore to download and install Power BI app.

  3. Open Power BI Desktop, sign in if prompted.

  4. Select Get data.

  5. Select Power Platform, then select Common Data Service, and press Connect.

  6. Paste the environment URL you copied earlier, press OK.

  7. Expand Entities node, select bc_Building and bc_Visit entities, click Load.

  8. Click Model icon on the left vertical toolbar.

  9. Drag bc_buildingid column from bc_Building table and drop it to bc_building column in bc_Visit table. That will create a relationship between two entities that Power BI will be able to use to display related data.

  10. Select Report icon on the left toolbar.

  11. Expand bc_Visits node in the Fields panel.

  12. Click … and select New Column.

  13. Complete the formula as following

    Column = RELATED(bc_Building[bc_name])
    

    and press ENTER. That will add a new field with the building name into the visits data.

  14. Click … next to the field and select Rename. Enter Building as the field name.

  15. Click … next to the bc_visitid field and select Rename. Enter Visits as the field name.

  16. Click … next to the bc_scheduledstart field and select Rename. Enter Start as the field name.

  17. Save work in progress by pressing **File Save** and entering a filename of your choice.

Task #2: Create Chart and Time Visualizations

  1. Press pie chart icon in the Visualizations panel to insert the chart.
  2. Drag Building field and drop it into Legend target box.
  3. Drag Visits field and drop it into Values target box.
  4. Resize the pie chart using corner handles so that all chart components are visible.
  5. Click New visual on the Power BI ribbon then select stacked column chart in Visualizations pane.
  6. Drag Visits field and drop it into Values target box.
  7. Drag Start field and drop it into Axis target box.
  8. Click x next to Day and Quarter to leave only Year and Month totals.
  9. Resize the chart as required using the corner handles.
  10. Test the report interactivity:
    • Select various building slices on the pie chart and observe changes on the time report.
    • Select various bars on the time column chart and observe changes on the pie report.
    • Drilldown to the month level using icons or **Data/Drill Expand next level** ribbon command.
  11. Save work in progress by pressing **File Save**.

Exercise #2: Create Power BI Dashboard

Task #1: Publish Power BI Report

  1. Press Publish button on the ribbon.

  2. Select My workspace as the destination, then press Select.

  3. Wait until publishing is complete and click Open <name of your report>.pbix in Power BI.

Task #2: Create Power BI Dashboard

  1. Expand My workspace.
  2. Select the report under Reports heading.
  3. Select Pin a live page on the menu. Depending on the layout you may need to press to show additional menu items.
  4. Select New dashboard on Pin to dashboard prompt.
  5. Enter Campus Management as a Dashboard name, press Pin live.
  6. Select My workspace node, select Campus Management dashboard.
  7. Test interactivity of the pie and bar charts displayed.

Task #3: Add Visualizations Using Natural Language

  1. Select Ask a question about your data on top of the dashboard
  2. Enter buildings by number of visits in Q&A area. The bar chart will be displayed.
  3. Select Pin visual.
  4. Select Existing dashboard, select Campus Management dashboard, press Pin.
  5. Test the behaviour by clicking on the chart to drilldown to Q&A.

Task #4: Build Mobile Phone View

  1. Select the report from Reports area.
  2. Depending on the UI version select either **… Mobile View** or **Web View Phone View**.
  3. Rearrange tiles as desired.
  4. Select **… Generate QR Code**.
  5. If you have a mobile device, scan the code using a QR scanner app available on both iOS and Android platforms.
  6. Navigate and explore reports on a mobile device.

Challenges

  • Dashboards and reports to include campus and building plans
  • Report and analyze visiting patterns and trends
  • Overstaying visualization
  • Streaming Power BI for near real-time processing for a large campus