MBA580PowerBIUserManual1.docx

MBA 580 Power BI User Manual

Introduction 1
Accessing Power BI via the VDI 1
Importing Files to Power BI 2
Working on the Module Six Milestone Two Assignment 4
Creating a Pie Chart 4
Exporting Files from Power BI 8
Uploading Image Files to OneDrive 10

Introduction

Power BI is a tool that enables its users to visualize data and present it in a manner that is easy to understand and analyze.

Accessing Power BI via the VDI

1. Open the virtual desktop interface (VDI) on your machine.

2. On the VDI home screen, select Power BI Desktop. The Power BI homepage is displayed.

Importing Files to Power BI

Once Power BI opens, close out of any message windows that may pop up. On the Power BI homepage, to select the type of file you want to import:
1. Go to File, then choose Get Data, and then choose Text/CSV.

Note: For the steps to access Power BI via the VDI, refer to Accessing Power BI via the VDI.

The Open window is displayed.

2. Go to Desktop, then click on Business Analytics Course Content Folder, and then choose MBA-580. Select the CSV file to be imported and click Open. The preview window with the data set content is displayed.

3. Click Load. The data is imported in Power BI. You can now perform your analysis.

Working on the Module Six Milestone Two Assignment

In MBA 580, you will access Power BI using the VDI in the Module Six Milestone Two assignment. In this assignment, you will create four pie charts and perform your analysis.

Creating a Pie Chart
1. Access Power BI and import the required CSV file.

Note: To learn the process for importing files into Power BI, refer Importing Files to Power BI.

2. In the right pane, under Visualizations, click the pie chart icon.

In the center pane, the pie chart placeholder is displayed.

Note: To view the name of the icon, place your cursor over the icon. For example, to view the name pie chart, place your cursor over the following icon.

3. Using the resizing tool, resize the pie chart placeholder so that it fits the screen.

The placeholder is resized. You can now move ahead and plot the pie chart per the required attributes.

4. To add an attribute, in the right pane, under Fields, drag an attribute and place it under Visualizations in Legend, Details, Values, or Tooltips.

For example, let’s move the attributes Markets and Competitors and Market share percentage for cars and trucks now from Fields to Legend and Values in Visualizations.
This will provide us with the pie chart for analyzing the existing market share of cars and trucks category for the companies VW, Toyota, BMW, and your car company.

The fields are then displayed in the boxes under the Legend and Values, under Visualizations.

5. After moving the two attributes, the pie chart is displayed in the center pane.

Similarly, plot the pie chart for market share percentage for cars and trucks in 2030 and compare the two pie charts displaying the market share percentage for cars and trucks now and the market share percentage for cars and trucks in 2030.

Later, plot the pie charts for market share percentage for connected cars and trucks now and market share percentage for connected cars and trucks in 2030. On plotting the pie charts, compare them and write your analysis.

Exporting Files from Power BI

Note: We cannot export an individual file from Power BI in the VDI. All graphs can be exported all at once. You can later take the screenshots from the downloaded file to add to your assignments.

1. In the upper left corner of the virtual desktop interface (VDI) screen, click File.

2. In the displayed list, select Export and then Export to PDF.

3. The charts are opened in one PDF document.

4. Take a screenshot of the chart pages and save it in the VDI. Once the screenshots are taken, you can upload them to OneDrive.

Uploading Image Files to OneDrive

1. In the VDI, open the OneDrive-SNHU application.

The Google Chrome browser is opened and the OneDrive login page is displayed.

2. Enter your SNHU login ID email and click Next. The Password page is displayed.

3. Enter your SNHU password and click Sign in. The OneDrive user homepage is displayed.

4. In the top pane, click + New.

5. In the displayed list, click Folder. The Create a Folder dialog box is displayed.

6. Enter a name for the folder and click Create. The new folder is created and displayed in OneDrive.

7. Open the new folder.
8. In the top pane, click Upload.

9. In the displayed options, select Files. The Open window is displayed.

10. Navigate to the saved graphs image files. Select them and click Open.

The image files are uploaded to OneDrive. A success message indicating successful upload of the files is displayed.

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