Power BI workflow (get data, transform, visualize, share) - Cheat Sheet & Quick Revision

Recall & Review

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What is the first step in the Power BI workflow?

The first step is to get data. This means connecting Power BI to your data sources like Excel files, databases, or online services.

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What does 'transform data' mean in Power BI?

Transforming data means cleaning and shaping your data. You fix errors, remove extra columns, change data types, and prepare it for analysis.

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Why is visualization important in Power BI?

Visualization helps you see patterns and insights by creating charts, graphs, and reports. It makes data easy to understand and share.

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What does sharing your Power BI report involve?

Sharing means publishing your report to Power BI Service or exporting it so others can view and interact with your insights.

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List the four main steps of the Power BI workflow in order.

1. Get Data<br>2. Transform Data<br>3. Visualize Data<br>4. Share Reports

Which step comes right after getting data in Power BI?

A Create visuals

B Share reports

C Transform data

D Publish dashboard

After getting data, you clean and shape it in the transform data step.

What is the main purpose of data transformation in Power BI?

A To clean and prepare data

B To create charts

C To share reports

D To connect to data sources

Data transformation cleans and prepares data for analysis.

Which of these is NOT a way to share Power BI reports?

A Publishing to Power BI Service

B Exporting to PDF

C Embedding in websites

D Sending raw data files

Sharing raw data files is not a Power BI report sharing method.

What does visualization in Power BI help you do?

A Connect to databases

B See patterns and insights

C Fix data errors

D Export data

Visualization helps you see patterns and insights in your data.

Which step involves connecting Power BI to Excel or databases?

A Get Data

B Visualize

C Transform

D Share

Getting data means connecting to data sources like Excel or databases.

Explain the four main steps of the Power BI workflow and why each is important.

Think about how you start with raw data and end with sharing insights.

Describe a real-life example where you would use the Power BI workflow from start to finish.

Imagine you want to help your team understand sales performance.