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Instructor: All right, so let's talk about the workflow
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that we're gonna be following
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as we build this course project.
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It's a very common,
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very popular business intelligence workflow,
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and it's gonna take us
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through all of the core components of Power BI.
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So we're gonna start by extracting
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and transforming our raw data
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inside of the Power Query editor.
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Just like Excel, this is gonna open up in a separate window.
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It's where we're gonna conduct all of our ETL steps
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to clean and transform and prep our data
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for analysis and visualization.
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And once we've done those steps,
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we're gonna load it into what we call Power BI's front end.
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And within that front end, there are three core views,
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the model view, the data view, and the report view.
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So collectively,
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that's what we typically call the front end,
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whereas the Power Query editor
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is what we'll often refer to as the back end.
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And this is something that Aaron's gonna dig into
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in a bit more depth in the next section of the course.
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So if we take it one layer deeper,
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let's look at the four stages
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of the workflow that we're gonna follow here.
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Again, starting with the Power Query editor,
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this is where data is loaded and transformed.
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Step two is where we configure and build our data models.
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We do this inside of Power BI's model view.
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Step three is where table features and calculations
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can be added inside Power BI's data view.
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And then finally, step four,
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that's where we bring our data to life,
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and create visuals and reports in the report view.
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Now, there are a ton of menus and ribbons
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and tools and tabs here.
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Don't worry about that right now.
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We're gonna dig into all of those features and functions
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later in the course.
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But for now, what I want to do
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is jump into the Power BI environment
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with a fully built model open
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so we can take a quick 10,000 foot view
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of the BI workflow and interface.
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All right, so here we are inside of Power BI.
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As you can see, we've got our AdventureWorks report
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pulled up here,
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and right now we're inside of what we're calling
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the front end, right?
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We've got our report view, which we're looking at now,
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got our data view and our model view as well,
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which I'll talk about in a second.
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But if we're following the same flow
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that we just talked about,
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typically we're gonna begin inside of the query editor.
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And to get there, we can either create a new data connection
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or query from the get data menu,
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or we can head to transform data
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to open up the query editor.
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So note that this opens up in a separate window,
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completely separate from the Power BI app,
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just like it does in Excel.
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And this is where all of those ETL steps take place.
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It's essentially where we're taking our raw data,
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and preparing it for further analysis inside of Power BI.
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So once we've done our data prep,
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we're gonna close and apply.
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That data's gonna load into the Power BI front end,
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and here we are.
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So remember step two is about creating our data model,
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which we can access here.
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This is where we actually define those table relationships.
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We can view each table as an independent object,
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and we can design our relational model for analysis.
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Next, we've got our data view here.
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This is the one place that we can actually see the details
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of our tables in rows and columns, just like Excel.
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And one thing to call out here
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is that Power BI has contextual menus.
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It has a contextual ribbon just like Excel.
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And what that means is that based on what you're selecting,
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you'll see different menu options.
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So right now I have a table selected, Product Lookup.
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So I see a table tools menu here.
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If I select a specific column, I see column tools,
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if I select a specific measure, I'll see measure tools,
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and so on and so forth.
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Now, the last view we talked about
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was the report view, and of course,
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this is where we're gonna add all of our charts and graphs
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and visuals to create custom reports
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and interactive dashboards.
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One thing that's pretty cool is that just like Excel,
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we've got these tabs here
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to break out different views of a report
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that we can navigate just like we're inside
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of an Excel workbook.
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So there you have it.
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Hopefully that's a helpful high level overview
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of the Power BI workflow and user interface.
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