Microsoft Power BI Quick Start Guide - Second Edition

Book description

An accessible fast paced introduction to all aspects of Power BI for new or aspiring BI professionals, data analysts, and data visualizers

Key Features

  • Updated with the latest features in Power BI including Dataflow, AI insights, visuals and row level security
  • Get faster and more intuitive data insights using Microsoft Power BI and its business intelligence capabilities
  • Build accurate analytical models, reports, and dashboards

Book Description

This revised edition has been fully updated to reflect the latest enhancements to Power BI. It includes a new chapter dedicated to dataflow, and covers all the essential concepts such as installation, designing effective data models, as well as building basic dashboards and visualizations to help you and your organization make better business decisions.

You'll learn how to obtain data from a variety of sources and clean it using Power BI Query Editor. You'll then find out how you can design your data model to navigate and explore relationships within it and build DAX formulas to make your data easier to work with. Visualizing your data is a key element in this book, and you'll get to grips rapidly with data visualization styles and enhanced digital storytelling techniques.

In addition, you will acquire the skills to build your own dataflows, understand the Common Data Model, and automate data flow refreshes to eradicate data cleansing inefficiency.

This guide will help you understand how to administer your organization's Power BI environment so that deployment can be made seamless, data refreshes can run properly, and security can be fully implemented.

By the end of this Power BI book, you'll have a better understanding of how to get the most out of Power BI to perform effective business intelligence.

What you will learn

  • Connect to data sources using import and DirectQuery options
  • Use Query Editor for data transformation and data cleansing processes, including writing M and R scripts and dataflows to do the same in the cloud
  • Design optimized data models by designing relationships and DAX calculations
  • Design effective reports with built-in and custom visuals
  • Adopt Power BI Desktop and Service to implement row-level security
  • Administer a Power BI cloud tenant for your organization
  • Use built-in AI capabilities to enhance Power BI data transformation techniques
  • Deploy your Power BI desktop files into the Power BI Report Server

Who this book is for

Aspiring business intelligence professionals who want to learn Power BI will find this book useful. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.

Publisher resources

Download Example Code

Table of contents

  1. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Get in touch
      1. Reviews
  2. Getting Started with Importing Data Options
    1. Getting started
    2. Importing data
      1. Excel as a source
      2. SQL Server as a source
      3. Web as a source
    3. DirectQuery
      1. Limitations
    4. Composite models
    5. Live connection
      1. Limitations
    6. Which should I choose?
    7. Summary
  3. Data Transformation Strategies
    1. The Power Query Editor
    2. Transform basics
      1. Use First Row as Headers
      2. Remove Columns
      3. Change Type
      4. Column From Examples
    3. Advanced data transformation options
      1. Conditional Columns
      2. Fill Down
      3. Unpivot
      4. Merge Query
      5. Append Query
    4. Leveraging R
      1. Installation and configuration
      2. The R script transform
    5. AI Insights
      1. Sentiment Analysis with Text Analytics
    6. The M formula language
      1. #shared
    7. Summary
  4. Building the Data Model
    1. Building relationships
      1. Editing relationships
      2. Creating a new relationship
        1. Creating a relationship on the date key
        2. Disabling automatically created date tables
    2. Working with complex relationships
      1. Many-to-many relationships
        1. Cross-filtering direction
        2. Enabling filtering from the many side of a relationship
      2. Role-playing tables
        1. Importing the date table
    3. Usability enhancements
      1. Hiding tables and columns
      2. Renaming tables and columns
      3. Default summarization
      4. How to display one column but sort by another
      5. Data categorization
      6. Creating hierarchies
    4. Data model performance
      1. Query performance
        1. Importing data
        2. Data model design methodologies
        3. DirectQuery
        4. Aggregations
      2. Processing performance
        1. Query folding
        2. Incremental refresh
        3. Best practices
    5. Summary
  5. Leveraging DAX
    1. Building calculated columns
      1. String functions – Month Year
      2. FORMAT function – Month Year
      3. Age calculation
      4. SWITCH() – age breakdown
      5. Navigation functions – RELATED
    2. Calculated measures – the basics
      1. Calculated measures – basic aggregations
        1. Total Sales
        2. Total Cost
        3. Profit
        4. Profit Margin
      2. Assignment of calculated measures
      3. Display folders
    3. Filter context
      1. Calculate
      2. The percentage of total calculation
    4. Time intelligence
      1. YTD Sales
      2. YTD Sales (fiscal calendar)
        1. Prior Year Sales
    5. Role-playing tables with DAX
    6. Summary
  6. Visualizing Data
    1. Report view basics
    2. Creating new visuals
    3. Filtering visualizations and data
      1. Cross-filtering and cross-highlighting
      2. Edit interactions
      3. Slicer
        1. String/text
        2. Numeric
        3. Date
    4. Visualizing tabular data
      1. Table
      2. Matrix
    5. Visualizing categorical data
      1. Bar and column charts
      2. Pie and donut charts
      3. Treemap
      4. Scatter chart
      5. Visualizing trend data
      6. Line and Area charts
      7. Combo charts
      8. Ribbon chart
      9. Waterfall chart
      10. Funnel chart
    6. Visualizing KPI data
      1. Gauge
      2. KPI
    7. Visualizing data using cards
      1. Card
      2. Multi-row card
    8. Visualizing geographical data
      1. Map
      2. Filled map
      3. Shape map
      4. ArcGIS Map
      5. Azure maps
    9. Natural language
    10. Visuals from analytics
    11. Power BI custom visuals
    12. Data visualization tips and tricks
      1. Changing visuals
      2. Formatting visuals
      3. The Analytics section
      4. The Top N filter
      5. Show value as
    13. Summary
  7. Digital Storytelling with Power BI
    1. Configuring drill through
    2. Capturing report views with bookmarks
    3. Combining object visibility with bookmarks
      1. Bookmarking alternate views of the same data
      2. Using buttons to select bookmarks
    4. Report pages as tooltips
    5. Summary
  8. Using a Cloud Deployment with the Power BI Service
    1. Deploying reports to the Power BI service
      1. Datasets
      2. Workbooks
    2. Creating and interacting with dashboards
      1. Creating your first dashboard
      2. Asking your dashboard a question
      3. Subscribing to reports and dashboards
    3. Sharing your dashboards
      1. Workspaces
    4. Setting up row-level security
    5. Scheduling data refreshes
    6. Summary
  9. Data Cleansing in the Cloud with Dataflows
    1. Getting started with dataflows
    2. Creating a dataflow
    3. Using dataflows as a data source in Power BI Desktop
    4. Summary
  10. On-Premises Solutions with Power BI Report Server
    1. Deploying to Power BI Report Server
    2. Securing reports
    3. Scheduling data refreshes
    4. Summary
  11. Other Books You May Enjoy
  12. Index

Product information

  • Title: Microsoft Power BI Quick Start Guide - Second Edition
  • Author(s): Devin Knight, Mitchell Pearson, Bradley Schacht, Erin Ostrowsky
  • Release date: October 2020
  • Publisher(s): Packt Publishing
  • ISBN: 9781800561571