book

Learning Microsoft Power BI

by Jeremey Arnold

September 2022

Beginner to intermediate

307 pages

English

O'Reilly Media, Inc.

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Navigating This BookConventions Used in This BookUsing Code ExamplesO’Reilly Online LearningHow to Contact UsAcknowledgments
What Is Power BI?Power BI ComponentsPower BI DesktopThe Power BI ServiceThe Power PlatformHow Did We Get to Power BI?SQL Server: Microsoft’s Relational DatabaseSQL Server Analysis Services Multidimensional: One Small Step into BISQL Server Reporting Services: Pixel-Perfect Reporting, Automated Reports, and MoreExcel: A Self-Service BI ToolPower PivotImportant New Functionality That Leads to Power BIPower BI Desktop Is BornPower BI Desktop Under the HoodVertiPaq: The Storage EngineDAX: The Formula EngineWhat Makes Power BI Different from Its Competitors?Conclusion
Report View: Home Section of the RibbonThe Clipboard SubsectionThe Data SubsectionThe Queries SubsectionThe Insert SubsectionThe Calculations SubsectionThe Final Subsections: Sensitivity and ShareReport View: The Insert TabThe Pages SubsectionThe Visuals SubsectionThe AI Visuals SubsectionThe Power Platform SubsectionThe Elements SubsectionReport View: The Modeling TabThe Relationships SubsectionThe Calculations SubsectionThe Page Refresh SubsectionThe What If SubsectionThe Security SubsectionThe Q&A SubsectionReport View: The View TabThe Themes SubsectionThe Scale to Fit SubsectionThe Page Options SubsectionThe Show Panes SubsectionReport View: Help SectionReport View: External Tools SectionThe Pane Interface of the Report ViewVisualizations PaneFields and Filters PanesA Quick Rundown of the Other PanesData ViewConclusion
Getting Our DataThe Power Query RibbonThe Home TabThe Transform TabThe Add Column TabThe Model ViewWhat Is a Relationship?The Properties PaneConclusion
Why Visualize Data?The Visualizations PaneFieldsFormatAnalyticsVisual InteractivityColumn and Bar ChartsStacked Bar and Column ChartsClustered Bar and Column Charts100% Stacked Bar and Column ChartsSmall MultiplesWaterfall ChartLine and Area ChartsLine ChartArea ChartStacked Area ChartLine and Stacked Column Chart/Clustered Column ChartRibbon ChartDonuts, Dots, and Maps, Oh My!Funnel ChartScatter ChartPie and Donut ChartTreemapMap VisualsThe “Flat” VisualsGaugeCard/Multi-Row CardKPITable/MatrixSlicerConclusion
A Primer on the DAX LanguageMeasuresCalculated ColumnsCalculated TablesTypes of FunctionsAggregations, More Than Some SumsSumAverageMinimum and MaximumStandard Deviation, Variance, and MedianCount and Count (Distinct)First, Last, Earliest, and LatestMeasures and DAX FundamentalsImplicit and Explicit MeasuresDAX Syntax FundamentalsCALCULATEWe Heard You Like DAX, So We Put Some DAX in Your DAXRow and Filter ContextOne Final DAX ExampleConclusion
Your First Data ImportChoose and Transform the Data When You ImportTransformations in Power QuerySecond Data Import and WranglingConsolidating Tables with AppendUsing Merge to Get Columns from Other TablesBuilding RelationshipsHiding TablesIdentifying Our Relationship ColumnsTime to Get BuildingLet’s Get Reporting!We Need a Name...Cards Help Identify Important Data PointsBars, Columns, and LinesConclusion
AI-Powered VisualsKey InfluencersDecomposition TreeQ&ASmart NarrativeWhat-If AnalysisParameter SetupDAX Integration of the ParameterParameter ModificationR and Python IntegrationLimitations of Using R and PythonEnabling R and Python for Power BIR and Python in Power QueryR and Python VisualsConclusion
The Basics of the Service: What You Need to KnowThe Navigation MenuHome and BrowseCreateData HubSettingsMetricsAppsDeployment PipelinesLearnPublishing Your WorkWhat Is a Workspace?My WorkspaceShared Capacity WorkspacesDataflows in Shared WorkspacesPutting Your Data in Front of OthersAdding Users to a WorkspaceSharing via a Link or TeamsSharing via SharePointCreating an AppConclusion
LicensingPro LicensingPremium Per User LicensingPremium Per Capacity, the Big BoyWorkspace and App ManagementWorkspace Generation and Access ControlManaging Users in a WorkspaceAdding Users to Roles for RLS ImplementationApp Creation and ManagementThe Golden Dataset(s)Conclusion

Get to Know Business OpsAdd External Tools, Remove External Tools, and Modify Display OrderLearning, Theme Generation, Visual GenerationAdditional DAX ResourcesDAX StudioTabular EditorCreating RolesTable and Measure ManagementThe ALM Toolkit for Power BIBravoAnalyze ModelDAX FormattingManage DatesExport DataConclusion
Aggregation FunctionsAVERAGEAVERAGEXCOUNTDISTINCTCOUNTMAXMAXXMINMINXSUMSUMXPRODUCTPRODUCTXDate and Time FunctionsCALENDARDATEDIFFDAYMONTHTODAYYEARTime Intelligence FunctionsDATEADDDATESMTDDATESQTDDATESYTDFilter FunctionsALLALLEXCEPTCALCULATELogical FunctionsANDCOALESCEIFORDAX Operators
Adding Custom Visuals to Power BI DesktopTen of My Favorite Custom VisualsAdvance CardChiclet SlicerDrilldown ChoroplethForecasting with ARIMAGantt ChartRadar ChartRoute MapScrollerSunburst ChartWord CloudCharticulator

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About the Author

Jeremey Arnold is the senior analytics architect at Onebridge, a large data analytics consulting firm in Indianapolis, Indiana. Jeremey has worked in data analytics for over a decade and has been a Microsoft Power BI user since its release in 2013. His experience covers multiple industries including healthcare, finance, manufacturing, and the public sector, all with a focus on transforming data into insights and enabling truly data-driven environments.