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Toyota Analytics CoE
Self-Service Analytics
PowerBI Training- Class 1
Last updated on March 22, 2022
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PowerBI Training- Class 1
Agenda
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Background
What is Self Service Analytics?
What are the current tools being used by our Business Partners?
How does Self-Service Analytics ‘Look’ at Toyota?
Power BI Architecture
What is PowerBI Desktop??
Visualizations within PowerBI
Lab1
Lab 2
Publishing
Key Site Links
Questions & Answers
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PowerBI Training- Class 1
Let’s
Go Places Presentation Template – Style 1
Background
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Current Situation
•
Enterprise Focused Analytics
•
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Business Partners have
access to the Data | Tools and
Security | Access to Data
ability to Publish (Collaborate)
Limited Tools to Visualize Data
Analytics
•
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Limited Self-Service Analytics
Ideal Situation
GAP
• Toyota does not have a
platform (Data & Tools) to
support Self-Service
Analytics.
I.e. Create Analytics
Cannot Publish Analytics to
Users
TMNA needs to Execute our Self-Service Analytics Strategy expanding the
Center of Excellence (CoE) in order to support our Business Partner's while
Executing our Core Architectural Principles
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PowerBI Training- Class 1
What is Self-Service Analytics?
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• Gartner’s definition
▪ “Self-service business intelligence is
defined here as end users
designing and deploying their own
reports and analyses within an
approved and supported
architecture and tools portfolio.”
• Toyota’s Tactic
▪ Deploy the proper Tools, Security,
Training, and Data Structures,
thereby, Enabling our Business
Partners to :
11 Get the Data
22 Visualize | Analyze the Data
•3 Publish | Collaborate their findings
• Therein, shortening the Time-to-
Answer business questions and
accelerate TBP
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PowerBI Training- Class 1
What are the current tools being used by our Business Partners?
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User Driven
User
Delivered
Goal is 80%
Self Service
Analytics
Excel
Developer Driven
Access
IT
Delivered
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Data Transformation Complexity
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PowerBI Training- Class 1
How does Self-Service Analytics ‘Look’ at Toyota?
Semantic
Layer
A semantic layer is a
business representation
of corporate data that
helps end users access
data autonomously
using common business
terms
Tool
Enterprise
Data
NonEnterprise
Data
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Tools
PowerBI: Desktop & .com
Source (s)
Hadoop
Pow erBI
Desktop
Security
PowerBI Desktop
APP to Gather Data,
Visualize, and
Publish Data
Security
Oracle
Pow erBI
Desktop
Source (s)
MS
SQL
Data
Mart
Publish
FLAT Schema
Security
DB2
ETL
Pow erBI.com
Star Schema
Security
DW
PowerBI.com source
for Publishing and
Consuming Data
Data Structure
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PowerBI Training – Class 1
Power BI Architecture
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PowerBI Training- Class 1
What is PowerBI Desktop?
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• PowerBI Desktop
• Get Data
• Analyze
• Share
• Consume
Reports
Data
PowerBI Desktop
Dashboard
Relationship
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Visualizations within PowerBI
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Stacked Bar Chart
Stacked Column Chart
Clustered Bar Chart
Line Chart
Area Chart
Stacked Area Chart
Waterfall Chart
Scatter Chart
Pie Chart
Filled Map
Funnel
Gauge
Slicer
Python Visual
Table
ArcGIS Maps
Import Custom file
Clustered Column Chart
100% Stacked Bar Chart
100% Stacked Column
Chart
Line & Stacked Column
Chart
Line & Clustered Column
Chart
Ribbon Chart
Donut Chart
Treemap
Map
Card
Multi-row Card
KPI
Matrix
R Script Visual
Key Influencers
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Visualizations: Stacked Bar Chart
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Fields
Filters
Formats
Data on X Axis (e.g.
Months)
Object Title (On/Off)
Data Categories (Vehicles
= Camry, Corolla)
Filters for Page
Data to be Visualized
(Vehicle Sales Units)
Background Color
Filters for Report
Visualization
Fix Object Length & Width
Object Size / Location
Object Border
Tooltip
Visual Header
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Visualizations: Import from file
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Examples
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LET’S PRACTICE
Lab 1
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PowerBI Training- Class 1
Lab 1: Start Power BI
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2. Select “Get
Data”
1. Select “Power
BI Desktop
3. Select “Excel”
• Starting Power BI Desktop, Get Data, Select
Data Source Type, and Connect
• 80+ Data Source Types
• Toyota’s Most common
• Oracle Database, SQL Server Database
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4. Select
“Connect”
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PowerBI Training- Class 1
Lab 1: Get Data
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6. Select
“Lab1”
For Lab:
.\Desktop\Folder..
5. Find and Select
Data Source
• Slide Actions
• Selecting Data Source File from Location
Note: Data Grid
Visualized
• Selecting Specific Data for Lab
7. Select “Load”
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PowerBI Training- Class 1
Lab 1: Get Data Continued
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8. Select
“Data”
Note: Data loaded
into Model and Grid
Visualized
• Slide Action
• Identifying where data is visible within PowerBI Desktop
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Lab 1: Get Data Continued
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9. Select
“Lab1”
Note: Columns
within “Lab1”
• Slide Action
• Visualize dataset details (columns) available
within PowerBI for Visualization
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PowerBI Training- Class 1
Lab 1: Visualization
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10. Select
“Cluster
Column
Chart”
Can we see vehicle
sales per Year?
Note: Columns
within “Lab1”
• Slide Actions
• Use Case1: Can we see Vehicle Sales
per Year?
• Start Visualization…..
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11. Drag “Date”
To “Axis”
12. Drag “Sales”
To “Values”
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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13. Resize
Object to show
Years
Note: 2010 through
2019 Visible
Can we add Graph
Data Labels?
• Slide Action:
• ….Finish Visualization
• ….add details to Visualization
13. Turn “Data
labels” On
Change Display
to “None”
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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15. Select
“Cluster
Column Chart”
Vehicle Sales per
Year!
Can we see sales
by vehicle type?
• Slide Action
• Result of UC1
• Use Case2: Can we see Sales by
Vehicle type?
• Start Visualization…..
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16. Drag “Date”
To “Axis”
18. Drag
“Vehicles” To
“Legend”
17. Drag “Sales”
To “Values”
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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19. Select
“Cluster
Column Chart”
Vehicle Sales per
Year per Vehicle
Type!
20. Resize
Object to show
Years
• Slide Action:
• Object Resizing
• Cheat to create Pie chart
Lets “Cheat a Little”
☺
21. Select
“Cluster Column
Chart”
22. Ctl-C (Copy)
23. Ctl-V (Paste)
24. Drag Object
to right
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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25. With 2nd
Custom Column
Chart select, Select
“Pie Chart
• Slide Action:
• Continue Pie Chart Creation
26. Remove
Date from
legend
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27. Add
Vehicle to
legend
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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28. Select
“Slicer”
Can we see ‘filter’
reports the way we
would like?
Vehicle Sales per
Year per Vehicle
Type in Pie Chart!
• Slide Action:
• Result of UC1
• Creating a Slicer
29. Drag
“Vehicle” to
Field
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Lab 1: Visualization Continued
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30. Select
“Slicer”
Can we add Year
Slicer?
• Slide Action:
• Add Another Slicer
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31. Drag “Year”
to Field
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PowerBI Training- Class 1
Lab 1: Visualization Continued
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33. Cheat and
add Table View
36. Cheat and
add Table View
34. Add Images
37. Add Text Box
Can we make the report
more aesthetically
pleasing?
35. Add Shape
32. Borders “On"
• Slide Action:
• UseCase3: Can we make the report
more aesthetically pleasing?
• UseCase3: Result!
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Yes We Can!
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LET’S PRACTICE
Lab 2
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PowerBI Training- Class 1
Lab 2: Start Power BI
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OR
2. Select “Get
Data”
1. Select “Power
BI Desktop
3. Select “Excel”
• Starting Power BI Desktop, Get Data, Select
Data Source Type, and Connect
• 80+ Data Source Types
• Toyota’s Most common
• Oracle Database, SQL Server Database
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4. Select
“Connect”
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PowerBI Training- Class 1
Lab 2: Get Data
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5. Find and Select
Data Source
6. Select
“Lab2”
For Lab:
.\Desktop\Folder..
• Slide Action
• Identifying where data is visible within PowerBI
Note: Data Grid
Visualized
Desktop
7. Select “Load”
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Lab 2: Get Data Continued
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Can we break down
by NAMC?
8. Select
“New
Column”
What is DAX (Data Analysis Expressions)?
•
10. Enter
Column Name
NAMC”
A DAX function always references a complete column or a table. If you
want to use only particular values from a table or column, you can add filters
to the formula..
9. Enter
Formula
Formula:
•
•
DAX includes a type of function that returns a table as its result, rather than
a single value. These functions can be used to provide input to other
functions, thus calculating values for entire tables or columns.
Some DAX functions provide time intelligence, which lets you create
calculations using meaningful ranges of dates, and compare the results
across parallel periods.
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Column=if(Lab2[Vehicle]="Corolla","TMMMS“)
Formula:
Column=SWITCH(Lab2[Vehicle],"Corolla","TMMMS","Ca
mry","TMMK","Tundra","TMMTX","Tacoma","TMMTX","P
rius","TMC","Sienna","TMMI")
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PowerBI Training- Class 1
Lab 2: Get Data Continued
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11. Select
“New
Column”
• Action Slide:
• Adding a column with DAX
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12.Enter
Formula
See NAMC in Data
☺
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Lab 2: Get Data Continued
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Can we break sales
by Geography?
Steps:
• Select “Excel”
• Select “Connect”
• Find and Select
Data Source
• Select “Load”
13. Select
“Load”
• Slide Action:
• Use Case: Can we break sales by
Now user can
see Lab2 and
NAMC Fields
Geography?
• Start Visualization…
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Lab 2: Get Data Continued
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Relationship View
14. Drag Lab2|NAMC to
NAMC|NAMC and Drop
15. Drag Lab2|NAMC to
NAMC|NAMC and Drop
• Slide Action:
• Connecting Lab 2 and NAMC data
• Creating a Relationship
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PowerBI Training- Class 1
Lab 2: Visualization Continued
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Can we break sales
by Geography?
17. Select
“Map”
18. Drag
“State” to
Location
19. Drag
“Sales” to
Size
16. Select “+” to
add a Page
• Slide Action:
• Use Case: Can we break sales by
Map Populates with
data but difficult to
see
Geography?
• Start Visualization …. Add Map
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PowerBI Training- Class 1
Lab 2: Visualization Continued
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20. Select “Map”
Map Zoomed in
21. Double Click to
Zoom In
• Slide Action
• Add Map Visualization
22. Hover Over a
“State to see the data
• Use Case Result!
Sales Visualized by
State
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PowerBI Training- Class 1
Lab 2: Visualization Continued
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23. Create Donut
Chart
24. Create
Stacked Column
Chart
Can we add more
details to the data to
break down further?
25. Create
Treemap
Yes we can! ☺
• Action Slide:
• Use Case: Can we add more details
to the data to break down further?
• Use Case Result!
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EXERCISE
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PowerBI Training- Class 1
Exercise: Visualization
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1. Create Year
Slider
5. Create Card
2. Create Vehicle
Slicer
Visualization from
Lab 1
3. Create
Cluster Chart
6. Create
Cluster Chart
7. Create Pie
Chart
4. Create Table
• Slide Action
• Make Lab 2 Visualization look Similar
to Lab1
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PUBLISHING
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PowerBI Training- Class 1
Publishing
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Can share this with
our Team
Members?
1: Select
“Publish”
PowerBI.com
Yes we can! ☺
• Slide Action
• Publish to PowerBI.com example
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KEY SITE LINKS
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PowerBI Training- Class 1
Key Sites
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• Power BI
• www.powerbi.com
• Power BI - Visuals
• https://appsource.microsoft.com/en-us/marketplace/apps?product=power-
bi-visuals
• Power BI YouTube Channel
• https://www.youtube.com/user/mspowerbi
• Self Service Analytics Center of Excellence
• https://myteams.toyota.com/sites/tmnaiseaold/ssacoe/Shared%20Docume
nts/Forms/AllItems.aspx?viewid=d80f5472%2D6201%2D4bae%2Dabac%
2Dc43d761c333e
• 1ToyotaService
• https://tmna.service-now.com/navpage.do
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QUESTIONS AND
ANSWERS
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PowerBI Training- Class 1
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For any questions please contact:
AnalyticsCOE@internal.toyota.com
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