Microsoft Power BI Cookbook - Second Edition

Book description

Build effective analytical data models, reports, and dashboards using the advanced features of Power BI

Key Features

  • Updated with new recipes on query optimization, aggregation tables, Power BI API, and paginated reports
  • Work with recipes across diverse Power BI platforms including the Power BI Service and Mobile Applications
  • Implement custom solutions with M and DAX languages through actionable guidance and proven development techniques

Book Description

Microsoft Power BI is a leading business intelligence and data analytics platform that provides tools and services for deriving insights from data. With revised practical recipes, Microsoft Power BI Cookbook, Second Edition helps you navigate Power BI tools and their advanced features. It also demonstrates the use of end-to-end solutions that integrate those features to get the most out of Power BI. This cookbook provides advanced design and development tips, and guidance on enhancing existing Power BI projects.

The updated edition enables you to implement evergreen frameworks that will stay relevant as Power BI updates. Get familiar with Power BI development tools and services by going deep into the data connectivity, transformation, modeling, visualization, and analytical capabilities of Power BI. Microsoft Power BI Cookbook, Second Edition enables Power BI's functional programming languages of DAX and M to come alive and deliver powerful solutions to common business intelligence challenges.

What you will learn

  • Cleanse, stage, and integrate your data sources with Power Query (M)
  • Remove 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 dashboard-ready calculations
  • Implement aggregation tables to accelerate query performance over large data sources
  • Create and integrate paginated reports
  • Understand the differences and implications of DirectQuery, live connections, Import, and Composite model datasets
  • Integrate other Microsoft data tools into your Power BI solution

Who this book is for

This book is for BI professionals who wish to enhance their knowledge of Power BI and 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 an extremely useful resource. Familiarity with Power BI and working with datasets is essential. This book is not for beginners.

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
    4. Get in touch
  2. Configuring Power BI Tools
    1. Technical Requirements
    2. Installing and Configuring Power BI Desktop
    3. Creating an On-Premises Data Gateway
    4. Installing Analyze in Excel from the Power BI Service
    5. Installing and Configuring Additional Tools
    6. Conclusion
  3. Accessing and Retrieving Data
    1. Technical Requirements
    2. Viewing and Analyzing M Functions
    3. Managing Queries and Data Sources
    4. Using DirectQuery
    5. Importing Data
    6. Applying Multiple Filters
    7. Selecting and Renaming Columns
    8. Transforming and Cleansing Data
    9. Creating Custom Columns
    10. Combining and Merging Queries
    11. Selecting Column Data Types
    12. Visualizing the M library
    13. Profiling Source Data
    14. Diagnosing Queries
    15. Conclusion
  4. Building a Power BI Data Model
    1. Technical Requirements
    2. Designing a Data Model
    3. Implementing a Data Model
    4. Creating Relationships
    5. Configuring Model Metadata
    6. Hiding Columns and Tables
    7. Enriching a Model with DAX
    8. Supporting Virtual Table Relationships
    9. Creating Hierarchies and Groups
    10. Designing Column Level Security
    11. Leveraging Aggregation Tables
    12. Conclusion
  5. Authoring Power BI Reports
    1. Technical Requirements
    2. Building Rich and Intuitive Reports
    3. Filtering at Different Scopes
    4. Integrating Card visualizations
    5. Using Slicers
    6. Controlling Visual Interactions
    7. Utilizing Graphical Visualizations
    8. Creating Table and Matrix visuals
    9. Enhancing Reports
    10. Formatting Reports for Publication
    11. Designing Mobile Layouts
    12. Creating Paginated Reports
    13. Conclusion
  6. Working in the Service
    1. Technical Requirements
    2. Building a Dashboard
    3. Preparing for Q&A
    4. Adding Alerts and Subscriptions
    5. Deploying Content from Excel and SSRS
    6. Streaming Datasets
    7. Authoring Dataflows
    8. Conclusion
  7. Getting Serious with Date Intelligence
    1. Technical Requirements
    2. Building a Date Dimension Table
    3. Preparing the Date Dimension via the Query Editor
    4. Authoring Date Intelligence Measures
    5. Developing Advanced Date Intelligence Measures
    6. Simplifying Date Intelligence with DAX and Calculated Tables
    7. Leveraging Calculation Groups
    8. Conclusion
  8. Parameterizing Power BI Solutions
    1. Technical requirements
    2. Filtering reports dynamically
    3. Leveraging query parameters
    4. Working with templates
    5. Converting static queries to dynamic functions
    6. Capturing user selections with parameter tables
    7. Forecasting with what-if analysis
    8. Conclusion
  9. Implementing Dynamic User-Based Visibility in Power BI
    1. Technical Requirements
    2. Capturing Current User Context
    3. Defining RLS Roles and Filter Expressions
    4. Designing Dynamic Security Models
    5. Building Dynamic Security for DirectQuery
    6. Displaying the Current Filter Context
    7. Avoiding Manual User Clicks
    8. Conclusion
  10. Applying Advanced Analytics and Custom Visuals
    1. Technical Requirements
    2. Incorporating Advanced Analytics
    3. Enriching Content with Custom Visuals and Quick Insights
    4. Creating Geospatial Mapping with ArcGIS Maps
    5. Democratizing Artificial Intelligence
    6. Building Animation and Storytelling
    7. Embedding Statistical Analyses
    8. Grouping and Binning
    9. Detecting and Analyzing Clusters
    10. Forecasting and Anomaly Detection
    11. Using R and Python Visuals
    12. Conclusion
  11. Administering and Monitoring Power BI
    1. Technical requirements
    2. Creating a centralized IT monitoring solution with Power BI
    3. Constructing a monitoring, visualization, and analysis layer
    4. Importing and visualizing dynamic management view (DMV) data
    5. Increasing DBA productivity
    6. Providing documentation
    7. Analyzing SSAS tabular databases and gateways
    8. Analyzing Extended Events
    9. Visualizing log file data
    10. Leveraging the Power BI PowerShell Module
    11. Conclusion
  12. Enhancing and Optimizing Existing Power BI Solutions
    1. Technical Requirements
    2. Enhancing Data Model Scalability and Usability
    3. Improving DAX Measure Performance
    4. Pushing Query Processing Back to Source Systems
    5. Strengthening Data Import and Integration Processes
    6. Isolating and Documenting DAX Expressions
    7. Improving Data Load Speeds with Incremental Refresh
    8. Conclusion
  13. Deploying and Distributing Power BI Content
    1. Technical Requirements
    2. Preparing for Content Creation and Collaboration
    3. Managing Content between Environments
    4. Sharing Content with Colleagues
    5. Configuring Workspaces
    6. Configuring On-Premises Gateway Data Connections
    7. Publishing Apps
    8. Publishing Reports to the Public Internet
    9. Enabling the Mobile Experience
    10. Distributing Content with Teams
    11. Conclusion
  14. Integrating Power BI with Other Applications
    1. Technical Requirements
    2. Integrating SSRS and Excel
    3. Migrating from Power Pivot for Excel Data to Power BI
    4. Accessing and Analyzing Power BI Datasets in Excel
    5. Building Power BI Reports into PowerPoint Presentations
    6. Connecting to Azure Analysis Services
    7. Integrating with Power Automate and Power Apps
    8. Leveraging Dataverse and Dynamics 365
    9. Connecting Dynamics 365 Finance and Operations and the Power Platform
    10. Conclusion
  15. Other Book You May Enjoy
  16. Index

Product information

  • Title: Microsoft Power BI Cookbook - Second Edition
  • Author(s): Greg Deckler, Brett Powell
  • Release date: September 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801813044