Microsoft Power BI Quick Start Guide

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

• Publisher: Packt Publishing
• Year: 2022
• Tongue: English
• Leaves: 331
• Edition: Third Edition
• Category: Library

✦ Synopsis

Microsoft Power BI Quick Start Guide, Second Edition, gets you up to speed with Power BI quickly, enabling you to derive actionable insights from your data using the data visualization capabilities of Microsoft Power BI within a short span of time and help your business make better decisions.

✦ Table of Contents

Cover
Copyright
Contributors
Table of Contents
Preface
Chapter 1: Gaining Data Literacy with Power BI
The challenge facing organizations with low data literacy
Overcoming low data literacy with a data strategy
Why choose Power BI
Migrating your Excel skills to Power BI
Summary
Chapter 2: Connecting to Data
Getting started
Importing data
Excel as a source
SQL Server as a source
Dataverse as a source
Web as a source
DirectQuery
Limitations
Composite models
Live connection
Limitations
Choosing a data connection method
Summary
Chapter 3: Data Transformation Strategies
The Power Query Editor
Transformation basics
Use First Row as Headers
Remove Columns
Change Type
Add Column From Examples
Advanced data transformation options
Add Conditional Columns
Fill Down
Unpivot
Merge Queries
Append Query
The R programming language
Installation and configuration
The R script transform
AI Insights
Sentiment Analysis with Text Analytics
The M formula language
Exploring the M Query library with #shared
Summary
Chapter 4: Building the Data Model
Organizing data with a star schema
Building relationships
Editing relationships
Creating a new relationship
Creating a relationship on the date key
Disabling automatically created date tables
Working with complex relationships
Many-to-many relationships
Filtering behavior
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
Improving data model performance
Query performance
Data model design methodologies
Importing data
DirectQuery
Aggregations
Processing performance
Query folding
Incremental refresh
Best practices
Summary
Chapter 5: Leveraging DAX
Building calculated columns
Creating calculated columns with string functions
Using the FORMAT function in DAX
Implementing conditional logic with IF()
Implementing conditional logic with SWITCH()
Leveraging existing relationships with navigation functions
Creating calculated measures
Creating basic calculated measures
Total Sales
Total Cost
Profit
Profit Margin
Optional parameters
Assignment of calculated measures
Display folders
Understanding filter context
Using CALCULATE() to modify filter context
Calculating the percentage of total
Working with time intelligence functions
Creating year-to-date calculations
Creating prior year calculations with CALCULATE()
Role-playing tables with DAX
Summary
Chapter 6: Visualizing Data
Report view basics
Creating new visuals
Filtering visualizations and data
Cross-filtering and cross-highlighting
Edit interactions
Slicer
String/text
Numeric
Date
Report filters
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
Advanced visualizations
Natural language with Q&A
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 7: 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
Using the Bookmark navigator
Report pages as tooltips
Using the Page navigator
Summary
Chapter 8: Using a Cloud Deployment with the Power BI Service
Exploring the Power BI service
Creating workspaces
Deploying reports to the Power BI service
Datasets
Workbooks
Creating and interacting with dashboards
Creating your first dashboard
Asking your dashboard a question
Sharing your reports and dashboards
Subscribing to reports
Power BI apps
Maintaining dashboards
Setting up row-level security
Scheduling data refreshes
Using Metrics to track progress
Summary
Chapter 9: Data Cleansing in the Cloud with Dataflows
Getting started with dataflows
Exploring datamarts
Creating a dataflow
Using dataflows as a data source in Power BI Desktop
Summary
Chapter 10: On-Premises Solutions with Power BI Report Server
Accessing Power BI Report Server
Deploying to Power BI Report Server
Deploying a Power BI report
Deploying a paginated report
Securing reports
Scheduling data refreshes
Summary
Packt Page
Other Books You May Enjoy
Index