Microsoft Power BI Quick Start Guide

✍ Scribed by Erin Ostrowsky; Mitchell Pearson; Devin Knight; Bradley Schacht;

• Year: 2020
• Tongue: English
• Leaves: 295
• Edition: 2
• Category: Library

✦ Table of Contents

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