1. Introduction to Business Intelligence and Power BI
1.5 The Typical Power BI Workflow
Almost every Power BI project follows the same basic steps. Remember this flow – interviewers love to ask about it.
- Connect to data sources (Home › Get data).
- Transform and clean the data in Power Query (remove errors, fix data types, reshape).
- Model the data: create relationships, a date table, hide unwanted columns.
- Calculate using DAX measures and, where needed, calculated columns.
- Visualise: design report pages with charts, tables, slicers and filters.
- Publish the report to a workspace in the Power BI Service.
- Share and distribute: apps, sharing links, dashboards, Teams, subscriptions.
- Refresh and maintain: schedule refresh (with a gateway for on-premises data), monitor usage, improve the report.
Ravindra Bagale's Tip
The most common workflow mistake is jumping straight into visuals with raw, uncleaned data. Follow the order: get data → clean in Power Query → model → measures → visuals → publish. Fixing data problems after twenty visuals are built costs far more time. Never forget this.
Ravindra Bagale's Tip – मराठी
सगळ्यात common workflow चूक म्हणजे raw, clean न केलेल्या data सोबत थेट visuals वर उडी मारणं. हा क्रम पाळा: get data → Power Query मध्ये clean → model → measures → visuals → publish. वीस visuals बनवल्यानंतर data च्या problems दुरुस्त करायला खूप जास्त वेळ लागतो. हे अजिबात विसरू नका.
Ravindra Bagale's Tip – हिंदी
सबसे common workflow गलती है raw, बिना clean किए data के साथ सीधे visuals पर कूद जाना. यह क्रम अपनाओ: get data → Power Query में clean → model → measures → visuals → publish. बीस visuals बनाने के बाद data की problems ठीक करने में कहीं ज़्यादा समय लगता है. यह बिल्कुल मत भूलना.