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Power BI Data Analysis and Visualization

Book Description

Power BI Data Analysis and Visualization provides a roadmap to vendor choices and highlights why Microsoft’s Power BI is a very viable, cost effective option for data visualization. The book covers the fundamentals and most commonly used features of Power BI, but also includes an in-depth discussion of advanced Power BI features such as natural language queries; embedding Power BI dashboards; and live streaming data. It discusses real solutions to extract data from the ERP application, Microsoft Dynamics CRM, and also offers ways to host the Power BI Dashboard as an Azure application, extracting data from popular data sources like Microsoft SQL Server and open-source PostgreSQL.

Authored by Microsoft experts, this book uses real-world coding samples and screenshots to spotlight how to create reports, embed them in a webpage, view them across multiple platforms, and more. Business owners, IT professionals, data scientists, and analysts will benefit from this thorough presentation of Power BI and its functions.

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Dedication
  5. Contents
  6. Chapter 1: Introducing Data Visualization
    1. Overview of Technology
      1. Importance of Data Visualization
      2. Data Visualization Tools
    2. Understanding Power BI
    3. Comparing Microsoft Power BI and Tableau
    4. Key Features of Power BI
      1. Sign Up for Free
      2. Receive Data from Multiple Data Sources
      3. Obtain Key Metrics of Your Business
      4. Quick Insights
      5. Data-Driven Decision Making from Anywhere
    5. Advanced Features of Power BI
      1. Embed Power BI Reports and Dashboards into a Web App
      2. Real-Time Streaming
      3. Support for Natural Language Query
      4. Share Content Pack
      5. Integration with Cortana
    6. Variants of Power BI
      1. Power BI Desktop
      2. Power BI Service
    7. Publishing a Report
    8. Summary
  7. Chapter 2: Power BI Azure Application
    1. Embedding Power BI Reports into a Web App
    2. Real-Time Streaming
      1. Exploring Real-Time Streaming Datasets
      2. Different Ways of Pushing Data
      3. Viewing Real-Time Streaming of Data
      4. Quick Insights
    3. Summary
  8. Chapter 3: Power BI on Microsoft Stack
    1. Getting Data into Power BI from SQL Server
      1. Using the Import Option
      2. Using the DirectQuery Option
    2. Data Modeling
      1. Creating Relationships Among Tables
      2. Using Data Analysis Expressions
      3. Using Calculated Columns
      4. Using Calculated Tables
    3. Creating a Report
      1. Creating a Report Using the DirectQuery Option
      2. Creating a Report Using the Import Option
      3. Saving the Report
      4. Publishing the Report
    4. Gateway Setup
      1. Understanding Gateways
      2. Types of Gateways
      3. Downloading and Installing the On-Premises Data Gateway
      4. Configuring Gateway
      5. Adding a Data Source
    5. Natural Language Querying
    6. Data Refresh in Power BI
      1. Configuring Scheduled Refresh
    7. Creating Content Packs
    8. Power BI Integration with Cortana Suite
      1. Creating a Cortana Answer Page and Publishing It
      2. Enabling Cortana to Access the Dataset
      3. Adding Power BI Credentials to Windows 10
      4. Accessing the Report through Cortana
    9. Summary
  9. Chapter 4: Power BI on Open Source Stack
    1. Integrating PostgreSQL with Power BI
    2. Downloading and Installing Npgsql Connector
    3. Getting Data into Power BI
    4. Data Modeling
      1. Creating Relationship between Tables
      2. Data Analysis Expressions
      3. Creating a Calculated Column
    5. Creating a Report
      1. Saving the Report
    6. Publishing the Report
    7. Data Refresh in Power BI
      1. Setting Up Scheduled Refresh
    8. Creating Content Packs
    9. Summary
  10. Chapter 5: Power BI on ERP Applications
    1. Defining CRM
      1. Functions of a CRM Solution
    2. Microsoft Dynamics CRM
      1. Benefits of Microsoft Dynamics CRM
    3. Sign Up for Microsoft Dynamics CRM Online
    4. Creating Sample Data for Dynamics CRM
    5. Getting Data into Power BI
    6. Creating Reports
      1. Leads Revenue by Employee
      2. Leads Revenue by Company
      3. Loans by Category
      4. Loans Summary
    7. Deep Linking in Power BI
    8. Adding a New User
    9. Row-Level Security in Power BI
      1. Defining Roles and Rules
      2. Validating the Role within Power BI Desktop
      3. Deploying the Report
      4. Managing Security
      5. Working with Members
      6. Validating the Role within Power BI Service
    10. Sharing the Report
    11. Summary
  11. Chapter 6: Conclusion
    1. Introducing Data Visualization
    2. Power BI Azure Application
    3. Power BI on Microsoft Stack
    4. Power BI on Open Source Stack
    5. Power BI on ERP Applications
  12. Index