Master Data Management and Visualization with Power BI

Streamlining Data Migration Between Systems

This week, we focused on strategies for moving data efficiently between two systems (ERP A to ERP B). Key methods included:

Appending: Combining datasets with matching column names into a single table.

Merging: Joining datasets with mismatched columns to create a unified view.

Relating: Linking data while keeping tables separate, ensuring flexibility for analysis.

Participants learned the importance of matching column names for appending and using SQL Server to preprocess data before importing it into Power BI.

📌 Key Tip: Ensure column names are consistent to prevent errors during data migration.

🎯 Managing Data in Power BI

The session explored handling data from multiple Excel sheets in Power BI, focusing on practical steps like:

·       Removing duplicate entries to clean up datasets.

·       Creating new columns that exclude null values using Power Query.

·       Combining data effectively with full outer joins to include all rows from both sheets.

💡 Takeaway: Use Power Query to streamline data preparation before starting your analysis.

🛠️Simplifying Reports with Advanced Visualizations

Creating multiple reports for different scenarios is time-consuming. We discussed how features like bookmarks and filters can simplify report navigation. Instead of building separate reports, participants learned to:

·       Use bookmarks to save views with different filters.

·       Add buttons and hyperlinks for easier navigation within reports.

·       Employ decomposition trees to analyze factors influencing key metrics like total sales.

·       Use the Q&A visual to answer questions interactively with data.

🌟 Example: A single report can now reflect various service level agreements (SLAs) or key performance indicators (KPIs) with customized views for each.

⚙️Exploring Predictive Analytics in Power BI

We delved into Power BI’s capabilities for predictive analytics and dynamic data visualization, including:

·       Using scatter charts and the Play Axis to present data over time dynamically.

·       Employing funnel and Gantt charts for marketing and project tracking.

·       Highlighting the relationship between quantity sold and total sales using decomposition trees.

While Power BI offers predictive tools, participants were encouraged to explore upcoming sessions on inferential statistics and machine learning for advanced analytics.

📆 Action Items to Take You Forward

1. Data Migration: Prepare a table with unique items from both ERP systems to eliminate duplicates and ensure accurate reporting.

2. Clarify Techniques: Team Academy will create guides to explain when to use append, merge, or relate for data preparation.

3. Improved Reporting: Develop a session on semantic models and report sharing for collaborative data insights.

4. Enhanced Resources: Add lab exercises, real-world examples, and tutorials on Power BI features to the learning portal.

5. Future Classes: Schedule sessions on AI-driven analytics, publishing reports, and advanced DAX functions.

🚀 Your Next Steps

Ready to master Power BI and take your data skills to the next level? Join our upcoming session Join our free demo class to explore advanced features or enroll in our comprehensive course for hands-on learning.

Best regards,

Your Team Academy Team

Empowering you to make data-driven decisions with confidence.