Guided Case Study for beginners with Power BI

If you are new to Power BI, then find the process how you can create your own case study step by step.

Image from Unsplash

In this blog, I have captured an outline for a simple case study on data analysis using Power BI.

Get Data

I have taken the dataset from

Here is the direct link

Data Import to Power BI:

  • Let’s start with Get Data option under Home tab.   As this is a csv file, select Text/CSV option from the drop down list
  • Select the file named SYB62_285_201904_Research and Development Staff.csv (I had renamed the file based on my requirement)
  • After selecting the file,  data will be displayed in below format
Image by Author

Here we can select Load or Transform Data option.  I have selected Transform Data option to open Power Query Editor.

Data Transformation with Power Query Editor:

Image by Author

In Power Query Editor, I am making some changes in terms of column renaming, data type modification, data value updating.  We can explore some important features like Column Distribution, Column Quality etc.  These were helping to prepare the data for visualization.

  • Rename 2nd column – > Country Name
  • Modify data type of field “Value” – > Fixed Decimal Value
  • Modify the values of Series field:  Right click on Series column and displayed the properties. Select “Replace Values” and replace with desired value.
Image by Author
  • Click on View tab – > Check “Column Distribution”, “Column Quality”

These views are self-explanatory.  Using these we can find out the answers of following questions

  • How is data distributed 
  • How much data is valid
  • What is the error rate
  • Missing values
  • Distinct , Unique values information
Image by Author
Image by Author

Data is ready and click on Close&Apply button to save the data.

Power BI Desktop Editor

 Now we are in main Power BI editor where model, data and report sections are present.  For this analysis, there is only one table, so I have not used Model area and as well as there is no special requirement Data area.

  • Let’s move to the Report area. At first I am hiding the some columns which are not necessary for the analysis like Footnotes, Source columns.
Image by Author
Image by Author
  • Need to convert the field type from measure to dimension. Select the required fields and below option will be available
  • Under Column tools – > Summarization -> Select “Don’t Summarize”.
Image by Author

Report / Page Creation

Let’s time to explore some visualization.

In the Overview Page, I am trying to capture reports on total personnel who had participated for research and development.

  • Filled Map : Country wise Total R & D Personnel
  • Line Chart : Total R & D Personnel by Year
  • Two Cards: Total R & D Personnel and Total Country Participated

Now it’s time to create one page with next level of information.  In By Category page, created some reports on three type of personnel categories (researchers, technicians and othering stuffs)

  • Clustered Column Chart:  Personnel Number by Category
  • Stacked Bar Chart: Category wise Personnel by Country
  • 100% Stacked Column Chart: Category wise Personnel by Year

Publish to Power BI service

To publish the report, go to File tab, select Publish and the My Workspace. Here are some

Now login to Power BI Service url  ( and go to My Workspace. 

Click on Research and Development Analysis report and displayed the below pages.


Image by Author

By Category

Image by Author

Have a look on in built navigation feature of Power BI.

Click on “Total Technicians” from the first report, the corresponding data is highlighted in other reports

Image by Author


This is a beginner guide case study.

If you have any questions related to this project, please feel free to post your comments.

Please visit my website for other technical resources.

Please like, comment and subscribe to my YouTube channel which you have already seen. 🙂 Keep Learning.


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