Challenge 07 - Power BI Reporting and Integration

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Pre-requisites

Before you build your Power BI report ensure:

• At least one attendee should have the Power BI desktop app
• Ensure your environment’s Power BI Pro trial has been activated

Introduction

Now that Tailspin Toys staff is easily able to streamline their processes for customer orders, their management has requested some new reporting features that will enhance their reporting, recognize trends in their data, and better analytics

Tailspin Toys is already a Power BI customer and has requested that you create a Power BI Dashboard so that their staff can analyze data trends and consume customer order data from Dataverse.

Description

In this challenge, you will create a Power BI report and publish to your environment’s Power BI site and embed visualizations into your canvas app’s reporting screen.

Information:

• Navigate to the Power BI website, download, and install Power BI Desktop (if you have not already done so)
• Get Data: Account, Contact, Order, and Order details tables using the Dataverse data source.
• Consider any other data that may be relavent
• Edit the queries so the tables only include the most relevant columns
• Transform the data to include the Age of order approval
• Create necessary relationships between the tables
• Build visualizations in your report that show the following information:
  • Order totals by Customer
  • Orders by Approval Status
  • Show pending approval orders by age
  • Orders by Year, Quarter, Month, Date
• Save your report and publish it to your What The Hack Squad’s workspace in the Power BI Service to share with your other squad members.
• Create a new Dashboard and pin the report visualizations to it.
• Embed all the Power BI dashboard visualizations in the analytics screen of your canvas app

Success Criteria

To complete this challenge successfully, you should be able to:

• Show your coach the visualizations embedded in your tablet app after navigating from the home screen.
• Prove that the numbers displayed in the visualizations match the data in the Dataverse.

Learning Resources

• Power BI Get Started documentation
• Get started with Power BI Desktop
• Data Sources in Power BI Desktop
• Quickstart: Using Power Query in Power BI Desktop
• Query overview in Power BI Desktop
• Add a custom column in Power BI desktop
• Power Query M function Reference
• Create and manage relationship in Power BI Desktop
• Embed Power BI tiles in Power Apps