Book description
Get more out of Microsoft Power BI turning your data into actionable insights
About This Book
- From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all
- Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications
- Proven development techniques and guidance for implementing custom solutions with DAX and M languages
Who This Book Is For
This book is for BI professionals who wish to enhance their knowledge of Power BI beyond and to enhance the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be a very useful resource .Some experience with Power BI will be useful.
What You Will Learn
- Cleanse, stage, and integrate your data sources with Power BI
- Abstract data complexities and provide users with intuitive, self-service BI capabilities
- Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations
- Take advantage of the analytics and predictive capabilities of Power BI
- Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security
- Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes
- Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution
In Detail
Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data.
This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI’s functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence.
This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects.
Style and approach
This book consists of practical recipes on Power BI that target novices as well as intermediate Power BI users. It goes deep into the technical issues, covers additional protocols, and many more real-live examples.
Table of contents
- Preface
- Configuring Power BI Development Tools
-
Accessing and Retrieving Data
- Introduction
- Viewing and analyzing M functions
- Establishing and managing connections to data sources
- Building source queries for DirectQuery models
- Importing data to Power BI Desktop models
- Applying multiple filtering conditions
- Choosing columns and column names
- Transforming and cleansing source data
- Creating custom and conditional columns
- Integrating multiple queries
- Choosing column data types
- Visualizing the M library
-
Building a Power BI Data Model
- Introduction
- Designing a multi fact data model
- Implementing a multi fact data model
- Handling one-to-many and many-to-many relationships
- Assigning data formatting and categories
- Configuring Default Summarization and sorting
- Setting the visibility of columns and tables
- Embedding business definitions into DAX measures
- Enriching a model with analysis expressions
- Building analytics into data models with DAX
- Integrating math and statistical analysis via DAX
- Supporting virtual table relationships
- Creating browsable model hierarchies and groups
-
Authoring Power BI Reports
- Introduction
- Building rich and intuitive Power BI reports
- Creating table and matrix visuals
- Utilizing graphical visualization types
- Enhancing exploration of reports
- Integrating card visualizations
- Controlling interactive filtering between visuals
- Associating slicers with report pages
- Applying filters at different scopes
- Formatting reports for publication
- Designing mobile report layouts
-
Creating Power BI Dashboards
- Introduction
- Building a Power BI dashboard
- Constructing an enterprise dashboard
- Developing dynamic dashboard metrics
- Preparing datasets and reports for Q & A natural language queries
- Embedding analytical context into visualizations
- Exposing what matters - top N and percentage of total visualizations
- Visualizing performance relative to targets with KPIs and gauges
- Leveraging Power BI reports in Power BI dashboards
- Deploying content from Excel and SSRS to Power BI
- Adding data alerts and email notifications to dashboards
-
Getting Serious with Date Intelligence
- Introduction
- Building a complete date dimension table
- Prepping the date dimension via the Query Editor
- Authoring date intelligence metrics across granularities
- Developing advanced date intelligence metrics
- Simplifying date intelligence with DAX queries and calculated tables
- Adding a metric placeholder dimension
-
Parameterizing Power BI Solutions
- Introduction
- Creating dynamic and portable Power BI reports
- Filtering queries with parameters
- Preserving report metadata with Power BI templates
- Converting static queries into dynamic functions
- Parameterizing your data sources
- Generating a list of parameter values via queries
- Capturing user selections with parameter tables
- Building a forecasting process with What if analysis capabilities
-
Implementing Dynamic User-Based Visibility in Power BI
- Introduction
- Capturing the current user context of Power BI content
- Defining RLS roles and filtering expressions
- Designing dynamic security models in Power BI
- Building dynamic security in DirectQuery data models
- Displaying the current filter context in Power BI reports
- Avoiding manual user clicks with user-based filtering logic
-
Applying Advanced Analytics and Custom Visuals
- Introduction
- Incorporating advanced analytics into Power BI reports
- Enriching Power BI content with custom visuals and quick insights
- Creating geospatial mapping visualizations with ArcGIS maps for Power BI
- Configuring custom KPI and slicer visuals
- Building animation and story telling capabilities
- Embedding statistical analyses into your model
- Creating and managing Power BI groupings and bins
- Detecting and analyzing clusters
- Forecasting and visualizing future results
- Using R functions and scripts to create visuals within Power BI
-
Developing Solutions for System Monitoring and Administration
- Introduction
- Creating a centralized IT monitoring solution with Power BI
- Constructing a monitoring visualization and analysis layer
- Importing and visualizing dynamic management view (DMV) data of SSAS and Power BI data models
- Increasing SQL Server DBA productivity with Power BI
- Providing documentation of Power BI and SSAS data models to BI and business teams
- Analyzing performance monitor counters of the Microsoft on-premises data gateway and SSAS tabular databases
- Analyzing Extended Events trace data with Power BI
- Visualizing log file data from SQL Server Agent jobs and from Office 365 audit searches
- Enhancing and Optimizing Existing Power BI Solutions
-
Deploying and Distributing Power BI Content
- Introduction
- Preparing a content creation and collaboration environment in Power BI
- Managing migration of Power BI content between development, testing, and production environments
- Sharing Power BI dashboards with colleagues
- Configuring Power BI app workspaces
- Configuring refresh schedules and DirectQuery connections with the on-premises data gateway
- Creating and managing Power BI apps
- Building email subscriptions into Power BI deployments
- Publishing Power BI reports to the public internet
- Enabling the mobile BI experience
-
Integrating Power BI with Other Applications
- Introduction
- Integrating Excel and SSRS objects into Power BI Solutions
- Migrating a Power Pivot for Excel Data Model to Power BI
- Accessing and analyzing Power BI datasets from Excel
- Building Power BI reports into PowerPoint presentations
- Migrating a Power BI Data Model to SSAS Tabular
- Accessing MS Azure hosted services such as Azure Analysis Services from Power BI
- Using Power BI with Microsoft Flow and PowerApps
Product information
- Title: Microsoft Power BI Cookbook
- Author(s):
- Release date: September 2017
- Publisher(s): Packt Publishing
- ISBN: 9781788290142
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