Power BI DIY

Welcome to DataRoars Blog

Your go-to hub for DIY Power BI analytics, professional etiquettes, and data analytics best practices.

At DataRoars, we deliver Insights That Empower Action, helping you transform data into impactful decisions

Professionalism & Etiquettes

Lets get the mindsets and habits right. Then do the bigger things.

Work Ethics First. Dashboard Later.

1. Naming - AP Title Case

3. Productivity - Handy Tools

2. Naming - Measures

4. Productivity - Work Profiles

5. Productivity - Mailing Etiquettes

6. Assessment - Power Bi Expertise

First Steps

Power BI Starter Pack for the first steps

1. Mandatory and Minimum Requirements

2. Power Query - Load Data

Case Study 1 - Basic Single Excel Sheet

Case Study 2 - Single Excel Multiple Sheets

Case Study 3 - Multiple Excel - Non Standardized

Case Study 4 - Multiple Excel - Standardized

Case Study 5 - Multiple Excel - Non Standardized & Standardized Combined

Case Study 6 - Sharepoint Files and Folder

Case Study 7 - SharePoint Lists

Case Study 8 - Google Sheet

Case Study 9 - MSSQL & Other SQLs

Case Study 10 - Snowflake

3. Calendar Table

Case Study 1 - Normal Year Calendar Table

Case Study 2 - Financial Calendar Table - April to March

4. Theme - Color & Design

5. Common Measures

Dashboard Designing

This section deals with how your dashboard should look like. To keep it simple or creative?

1. UI - Power BI Cover Page

3. UI - Colors for the Dashboard

2. UI - Dashboard Page

4. UI - Report's Validity

5. UX - Drill vs Highlight

Time Intelligence

Get the time right. And you have probably mastered DAX, Power BI and most things in the world.

1. DAX Table - Calendar Tables

2. Dax Measure- Multiple Dates in Same Table (Upcoming

3. Power Query - Dates between Start and End

4. DAX Measure & Power Query - Last Refresh Date

Power Query

Mostly everything can be done through mouse-button-clicks.

If you have only done mouse-button-clicks on Power Query, sorry to say, but you are just another Beginner ;-)

1. Fundamentals - Understanding Table's/Query's settings options

2. Fundamentals - Duplicate vs Reference Tables

3. Fundamentals - Unpivot

4. Intermediate - Bridge Tables

5. Advance - Dates between Start and End

Advance Concepts

Get the time right. And you have probably mastered DAX, Power BI and most things in the world.

1. DAX Table - Calendar Tables

2. Dax Measure- Multiple Dates in Same Table (Upcoming

3. Power Query - Dates between Start and End

4. DAX Measure & Power Query - Last Refresh Date

Error Handling

Once you know the trick, its not magic anymore.

1. Calculation Error - Date Relationship Issue

2. Visual Error- New Measure creates Visual Error

Sorting

Something so easy can be so complex and irritating if not understood right. Understanding this means you have started getting a taste for expertise.

1. Custom Sorting - GS or Power Query

2. Sorting - Sums Averages and Time intelligence

Formatting

Presentation matters. Everyone is mostly aware about the numbers!!

1. Color Measures

2. Dynamic Formatting - Upcoming

Clients

This blog and DataRoars exists for you and because of you ;-)

1. Instructions - Hosting the Dashboard

2. Instructions for Clients with the following Conditions

Source = Google Sheets

Security Type = Public Link

License Needed = None

Power BI Dashboard Publishing Checklist (Start to Finish)

⚠️ Important Note - Please click on each step for the complete explanation

Step 1: Download Power BI Desktop

Open Microsoft Store.
Search for Power BI Desktop.
Click Get to download and install.

Step 2: Connect PBIX to Your Local Excel File (With My Help)

I will assist you live in linking your PBIX file to your Excel file for the first time.
After that, do not change:
- The file path.
- File name.
- Sheet name.
- Column names.

Step 3: Upload PBIX to Power BI Service

Go to app.powerbi.com.
Navigate to My Workspace.
Click + New > Import a file > From this device.
Upload the PBIX file.

Step 4: Manage Permissions (One-Time Setup)

Check if you have Admin Rights in Power BI Service.
If you do, go to Admin Portal > Tenant Settings > Embed.
Enable everything under Publish to Web.

Step 5: Manual Refresh (Inside Power BI Service)

Click the vertical three dots (⋮) next to the Semantic Model (Dataset).
Select Refresh now.
Wait until the refresh time updates and no error icon appears.

Step 6: Setup Gateway (If Using Offline Files)

If your Excel file is offline, install Power BI Gateway (Personal Mode).
Sign in and connect your dataset to the gateway.
Skip this step if your Excel file is online (OneDrive, SharePoint, etc.).

Step 7: Setup Scheduled Refresh

Inside dataset Settings, scroll to Scheduled Refresh.
Turn on Keep data updated.
Select time zone and preferred refresh slots.
Click Apply.

⚠️ Notes:

Your PC must stay ON during refresh times if you are using a gateway.

4 consecutive refresh failures will automatically pause the schedule.

Step 8: Republishing (When Given a New PBIX File)

Re-upload the updated PBIX file.
Open the Report inside Power BI Service.
Click Edit, then immediately Save to apply the new changes on the public link.

🎉 All Done!
Your dashboard is now fully automated, refreshed, and publicly shareable.

FAQs

Power BI is new to you. And the problem is - you are not even sure of what Questions to ask!!

Below are some questions and answers which should provide some understanding.

Question 1 - Do I need a License?

Feature	Power BI Free	Power BI Pro	Power BI PPU
Price (per user/month)	$0	$10	$20
Schedule Refresh	Limited	✅	✅ + Paginated Reports
Share Reports with Login	❌	✅	✅
Row-Level Security	❌	✅	✅
Total Storage per User	10 GB (shared capacity)	10 GB	100 GB
Storage per Dataset	1 GB	1 GB	100 GB
Max Refreshes per Day	8	8	48

Power BI DIY

Power BI Dashboard Publishing Checklist (Start to Finish)

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⚠️ Important Note - Please click on each step for the complete explanation

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