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Overview

Microsoft Power BI is a suite of business analytic tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device.

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1.Installing Microsoft Power BI Desktop (For Windows)

First if you dont don't already have Power BI you can download here → https://powerbi.microsoft.com/en-us/downloads/

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Microsoft Power BI Desktop download and follow prompts to install. Power BI is installed as an application, and runs on your desktop. 

When you run Power BI Desktop → Sign in or create a sign in.

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A welcome screen is displayed

BUT WAIT! Before you can start using Power BI you need your Organizational Code this can be found Organisational Code for first time customers this code need to be setup, contact BUZ Support to supply your Organisational Code once you have been configured you can find your code in BUZ under Reports ->  Right hand side ( 5 character code) or contact BUZ Support to supply your Organizational Code . 

Power Bi (For Mac)

Power Bi does not have a desktop version for Mac, to use Power BI with Mac the dashboard must be created by a Windows user first.  To do this refer to the below steps to Import your Data Using Power Bi format received from the windows user

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Sign in/up to Power Bi online ->PowerBi Sign in

If you have not signed up before go to Sign up free → Create an account

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  Follow the steps and set up an account

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Once logged into Power Bi select "Files"

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5.  Import data into Power Bi

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2. Connect to your Data for Windows 

 1. Open Power BI 

2. Go to → Get Data

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3. Open the OData Feed-> Select Other -> OData Feed -> Connect

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4.  Enter the following URL to connect to the database https://reports.api.buzsoftwarebuzmanager.com.auImage Removed/reports

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5. Select Basic -> sign in using your credentials. 

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8. Once you have the required data from Query Editor → Close & Apply

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There are three views in Power BI Desktop: Report view, Data view, and Relationships view. 

The following screen shows the three view icons along the left of Power BI Desktop: Report, Data, and Relationships, from top to bottom. The currently displayed view is indicated by the yellow bar along the left. In this case, Report view is currently displayed. You can change views by selecting any of those three icons. 

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In Report view the data will populate into a column on the right called fields → Select what data you want to see in the report by selecting or dragging the fields in the order you wish for these to display.Image Removed.

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Power BI automatically sums the fields with ∑ before the flied name.

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To remove the sum for this column data under Values → Arrow dropdown → Select Don't summarize

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Example Report → 

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1. Open Excel, click on power Query tab
2. Click on "From other sources", select "From OData Feed"
3. Type in your URL → https://reports.api.buzsoftwarebuzmanager.com.au/reports
4. Sign in using your credentials
   1. your user name will have your organizational code (xxxx) forward slash your username for BUZ. Can be found in BUZ under Reports ->  Right hand side ( 5 Character code) or contact BUZ Support to supply your Organizational Code. You will need to receive your organizational code from support to be able to receive your data (Example: MMPCD/support@buzsoftware.com.au)

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For more specific reporting extra columns can be added to combine existing column data with formulas -> Modeling ->New Column -> Enter → Modeling → New Column →  Enter the parameters/formulas required.

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Formula = TotalAmt = CALCULATE(SUM([Order_Amount_IncTax]),FILTER('SalesReport',[OrderNo]=EARLIER([OrderNo])))

TotalAMT = new column name

CALCULATE = define a column’s values, anything from putting together text values from a couple of different columns to calculating a numeric value from other values

SUM([Order_Amount_IncTax])= a sum of the numeric data from the Order_Amount_IncTax column

FILTER('SalesReport',[OrderNo]=EARLIER([OrderNo])) = used to refer to the table and order no data you want to filter, (SalesReport table), EARLIER which already has the same order number.

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Further Help can be found: https://docs.microsoft.com/en-us/power-bi/desktop-quickstart-learn-dax-basics

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To Retrieve new data from BUZ select "Refresh" from your home tab

Report Graphs

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You can visualize the report data by selecting one of these graphs

Create a new Power BI report

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