Guides: Power BI Demo for MIS 3305 (Management Information Systems): Home

Overview

This hands-on demo will introduce the Microsoft workflow for developing Power BI Reports.

We will learn how to:

Leverage SharePoint for hosting flat files.
Data preprocessing (cleaning/transformations) using Power Query.
Developing reports with both built-in visuals and custom visuals.
Creating a data model.
Introduction to DAX measures and columns
Publishing a report (this will be demo only)

Exercise

Power BI, which stands for "Power Business Intelligence," is a Microsoft software suite that allows users to connect to various data sources, transform and analyze the data, and visualize it through interactive dashboards and reports, essentially turning raw data into actionable insights for business decision-making; it's considered a powerful tool for business intelligence (BI) with user-friendly features for both technical and non-technical users alike

Launch Workflow Chart in New WIndow

https://forms.microsoft.com/r/mpEvG9AWf1

Form Results: https://baylor0-my.sharepoint.com/:x:/g/personal/joshua_been_baylor_edu/EbCuOF1-D7lCv-jH-I7aAZ0BofrDQDG8ru4tHIUfPARpXw?e=cOdWou

Use this Data

Workflow Phase	Item
Data Source	Excel Sheet https://baylor0-my.sharepoint.com/:x:/g/personal/joshua_been_baylor_edu/EbCuOF1-D7lCv-jH-I7aAZ0BofrDQDG8ru4tHIUfPARpXw?e=cOdWou Download & connect via local Excel Workbook
Power Query	Ensure columns are coded as the correct type Process multi-select Pets column Duplicate table Remove all rows except for Id and Pets Split Unpivot Trim Set What's one thing you wish you could learn instantly, and why? to lowercase.
Power BI Data Model	Set one-to-many cardinality from Id to Id, filtering in both directions.
Power BI Report	Build with default visuals Create a simple calculated column to concatenate "Student " & Sheet1[Id] Explore custom visuals (i.e., word cloud, sankey)
Publish to Service	All preceding steps and including this step are fully supported using the free version of Power BI. The following rows require Professional license.
Set Refresh	Enter update credentials Specify refresh schedule
Share	Share Privately or Publicly

CustomerShoppingBehaviorDataset.csv
Downloaded from Kaggle.
This dataset contains information about customer shopping patterns, including demographics, purchase history, and buying behavior.

Host on SharePoint

Upload the file to OneDrive

Right-click in OneDrive on the file and select Open/Open in Excel

In Excel, File/Info/Copy Path

Use this copied path as a WEB import into Power BI (with the ?web=1 removed) to enable live updates

Power BI Report Ideas: Customer Shopping Behavior

Sales Overview by Demographics
Product Category Performance
Seasonal Sales Trends
Customer Behavior Insights

Use This Data

Power BI Demo for MIS 3305 (Management Information Systems)

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Overview

Exercise

Host on SharePoint

Power BI Report Ideas: Customer Shopping Behavior

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