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Writer's pictureCarlos Altamirano

Learn the processes and components of Power BI Desktop | Xyclos

Updated: Jun 20

Microsoft Power BI Desktop Processes and Components | Xyclos

This is an introduction to the process and components we have in the Power BI Desktop application, for Windows.


Power Query


  • It is the first step that helps us load , clean and establish the data type of each Table, which is known as ETL (Extract, Transform and Load) processes.

  • It uses the M language ( Mashup Language or Power Query M formula ). It is a Low code application, so most of the data cleaning and transformation processes are carried out through commands . However, for more sophisticated and advanced processes, an expert needs to learn to program with M.


Table view


  • Once the tables are loaded using Power Query, it helps us change the format of the fields of the Data Model tables, create new tables and create calculated columns

  • Use DAX expressions ( Data Analysis Expressions ) . In their general structure they are similar to Microsoft Excel functions, but focused on the management of Tables and columns, which requires an important change to learn to use them


Model view


  • Once the process has been carried out in the Data View , this view helps us establish relationships between the tables of the Data Model

  • It also allows us to organize Measures or Measures in folders


Report view


  • Having done all of the above, the Report View helps us to structure Reports using Visual Objects or visualizations , such as Tables, Matrices, Graphs, Data Segmentation, Cards or Maps that use the fields of the tables loaded into the Data Model or also from Measures o Measurements programmed with DAX

  • Measurements are composed of functions and operations that need to be created to perform special calculations on the data.

  • All of this is created in the Canvas , which allows us to perform interactive visual analysis of the Visual Objects of a Report Page


DAX query view


  • It helps us to test and visually see the results of queries or DAX expressions, before using them in our Pages or Tables


Power BI online courses


In the Power BI course Business Management with KPI's , we go into detail about all the components of Power BI so that you learn how to create the Calendar Table , Calculated Tables , create Measures to be used in the Canvas and in the Calculated Tables , establish relationships between the tables of the Data Model , control sales objectives, create KPIs to monitor company performance, publish and establish automatic updates to data sources.


A very interesting and dynamic course so that you become fully familiar with Power BI and are prepared to generate professional data analysis reports with solid knowledge and security.






If you want to start from " scratch ", we also have the Power BI Interactive Business Analytics course, where you will learn how to load data into Power Bi, clean and transform data, create Report Pages using Visuals, and publish the Reports to Power BI Service to share them on the Cloud and in the Power BI App.





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