Power BI for Jobseekers: Learn how to create interactive dashboards and reports, and gain insights from the data

✍ Scribed by Alan Murray

• Publisher: BPB Publications
• Year: 2023
• Tongue: English
• Leaves: 536
• Category: Library

✦ Synopsis

A practical guide that will help you leverage Power BI to extract valuable and meaningful insights from your data

Key Features

● Learn how to transform, shape, and model your data in Power BI.

● Create rich, interactive and stunning reports using Power BI.

● Understand what recruiters are looking for and how to get started with a career in business analytics.

Description

Power BI is a powerful Business Intelligence tool developed by Microsoft that helps you connect, analyze, and visualize data from a wide range of sources. If you are looking to gain a solid understanding of Power BI, then this book is for you.

This book starts by covering the fundamentals of using the tool. It then teaches you how to import data from various sources, use DAX calculations, and take advantage of many visualization and filtering features in Power BI to create visually appealing and informative reports. Finally, the book covers different ways to share your Power BI reports and dashboards with others.

By learning Power BI, you can stay ahead of the competition and gain a competitive edge in the field of data analysis and visualization.

What you will learn

● Learn how to use Power BI to connect to multiple data sources.

● Create tables, columns, and measures in Power BI using DAX.

● Explore ways to enhance your Power BI reports.

● Use Power BI with Excel, PowerPoint, and Microsoft Teams.

● Publish, share, collaborate, and update your Power BI reports.

Who this book is for

This comprehensive book caters to professionals who want to pursue a career in data analysis. It is also designed for beginners and Excel users who wish to enhance their data analysis and reporting skills beyond conventional methods.

Table of Contents

1. Why Learn Power BI?

2. What is Power BI?

3. Getting Started with Power BI Desktop

4. Creating a Simple Power BI Report

5. Getting and Shaping Data

6. More Data Transformations

7. Creating the Data Model

8. Creating a Date Table

9. Adding DAX Measures

10. Cards and Other Text Visuals

11. Chart Visuals

12. Using Maps in Power BI Reports

13. Other Power BI Visualizations

14. Report Interactions, Filters, and Slicers

15. Enhancing Your Power BI Reports

16. Publishing and Sharing Your Reports

17. Datasets, Dashboards, and Reports

18. Power BI and Other Apps

19. Interview Questions, Certifications, and Resources

✦ Table of Contents

Book title
Inner title
Copyright
Dedicated
About the Author
About the Reviewers
Acknowledgement
Preface
Code Bundle and Coloured Images
Piracy
Table of Contents
Introduction
Notation
Download the example files
Chapter 1: Why Learn Power BI
Introduction
Structure
Objectives
Gartner Magic Quadrant 2022
Demand for Power BI skills
The words of current professionals
Conclusion
Points to remember
Chapter 2: What is Power BI?
Introduction
Structure
Objectives
The three components of Power BI
Power BI desktop
Power BI service
Power BI mobile
Installing power BI desktop
Downloading from the Microsoft store
Downloading directly from Microsoft.com
Creating a Power BI account
Conclusion
Questions
Chapter 3: Getting Started with Power BI Desktop
Introduction
Structure
Objectives
A first look at Power BI Desktop
Welcome screen
The Report view
The Data view
The Model view
Exploring useful options and settings
Data load
Preview features
Regional settings
Query reduction
Report settings
Saving a Power BI Desktop file
Conclusion
Questions
Chapter 4: Creating a Simple Power BI Report
Introduction
Structure
Objectives
Getting data from the Web
Transforming data in Power Query
Removing columns
Splitting columns by a delimiter
Converting negative values to positive
Using trim to remove excess spaces
Renaming columns
Changing column data types
Renaming steps
Applying Queries in Power BI
Creating a column chart
Editing existing queries
Using column from examples
Modifying the column chart visual
Changing the order of the X-axis
Creating a table visual
Interactions between the visuals
Conclusion
Questions
Chapter 5: Getting and Shaping Data
Introduction
Structure
Objectives
Creating a New Power BI file
Getting data with Power Query
Import versus DirectQuery mode
Getting data from an Excel Workbook
Removing rows
Splitting columns
Data types and renaming columns
Getting data from PDF files
Appending queries
Promote the headers of a table
Merging columns
Data types and renaming columns
Importing data from multiple files in a folder
Combine the data from all files into one table
Removing unwanted characters
Changing the case of text
Data types and renaming columns
Importing data from files stored on OneDrive/SharePoint
Combine all tables into one
Data types and renaming columns
Managing data source settings
Data sources in the current file
Changing global permissions
Changing source in the Power Query Editor
Conclusion
Questions
Chapter 6: More Data Transformations
Introduction
Structure
Objectives
Merge queries
The different join kinds
Left Outer Join—adding a column to a table
Left Anti Join—removing rows from a table
Establishing the date data type
Using the locale data type
Converting ISO 8601 Dates
Calculations in power query
Mathematical calculations
Rounding values
Adding and editing M code
Date functions—calculating age
Inserting conditional columns
Unpivoting columns
Conclusion
Questions
Chapter 7: Creating the Data Model
Introduction
Structure
Objectives
Why create table relationships?
Cardinality
Creating table relationships
Managing the relationships of a model
Disabling queries from loading
Formatting table columns
Hiding table fields from the Report view
Deleting fields from a model
Conclusion
Questions
Chapter 8: Creating a Date Table
Introduction
Structure
Objectives
Why create a date table?
Introduction to DAX
CALENDARAUTO and CALENDAR functions
CALENDARAUTO function
CALENDAR function
Creating additional date columns
Year
Month
Year and month
Day of week name
Is it a weekend date or not?
Fiscal years
Fiscal quarters
Fiscal months
Week number of the year
Create the date table with one formula
Sorting table columns by another column
Creating the relationships to the date table
Marking a table as a date table
Hiding other date fields
Conclusion
Questions
Chapter 9: Adding DAX Measures
Introduction
Structure
Objectives
What is a measure in Power BI?
Implicit versus explicit measures
The COUNTROWS function
Organizing your measures
How do I move a measure?
Creating folders within tables
Creating a measure table
SUMX and other iterator functions
Returning the previous months revenue
The CALCULATE function
The DATEADD function
Writing the measure
Revenue difference between the two months
Calculating the percentage revenue change
Creating a year-to-date total
Conclusion
Questions
Chapter 10: Cards and OtherText Visuals
Introduction
Structure
Objectives
The Card visual
Formatting the callout value
Category label versus title
Adding a border
Format painter
KPI
Inserting a Slicer
Removing the icon
Trend axis options
Changing the target label
Adding the title and border
Table visual
Formatting the grid and values
Formatting the column headers
Sorting table data
Sorting a table by multiple columns
Matrix
Formatting the grid and values
Formatting the column headers
Drill down actions for multiple row headers
Conclusion
Questions
Chapter 11: Chart Visuals
Introduction
Structure
Objectives
Column and bar charts
Clustered column chart
Adding tooltips
Formatting the clustered column chart
Adding data labels
Stacked column chart
Switching to a bar chart
Line and area charts
Line chart
Line chart with multiple data series
Stacked area chart
Combo charts
Pie and donut charts
Gauge charts
General formatting
Visual formatting
KPI versus gauge charts
Treemap visual
Conclusion
Questions
Chapter 12: Using Maps in Power BI Reports
Introduction
Structure
Objectives
Enable map visuals in Power BI
The Map visual
Using the Map visual
Editing the map title
Changing the map style
Formatting the bubbles
Using a table to filter the map data
Disabling the auto-zoom feature
Tips for using the map visuals
Categorize the geographic fields
Using latitude and longitude data
Using geographic hierarchies
Conclusion
Questions
Chapter 13: Other Power BI Visualizations
Introduction
Structure
Objectives
The Q&A visual
Using the Q&A Visual
Formatting the Q&A
Configuring the Q&A visual
Decomposition tree
Smart narrative
Creating the smart narrative
Adding and formatting dynamic values
Custom visuals in Power BI
Adding a custom visual from AppSource
Removing a custom visual
Conclusion
Questions
Chapter 14: Report Interactions, Filters, andSlicers
Introduction
Structure
Objectives
Editing visual interactions
Slicers
Using date fields in a slicer
Using text fields in a slicer
Filtering visuals on other pages
The Filters Pane
Setting a Top N filter
Filter all visuals on a page or all pages
Using drill through
Creating a drill through
Performing the drill through
Adding a page title
Conclusion
Questions
Chapter 15: EnhancingYour Power BIReports
Introduction
Structure
Objectives
Adding text boxes, images, and buttons
Adding text boxes
Adding images
Adding buttons
Adding a background
Custom tooltip pages
Creating a custom tooltip page
Adding visuals to the custom tooltip page
Adding the tooltip page to a visual
Using bookmarks
Creating bookmarks
Inserting buttons to run the bookmarks
Conclusion
Questions
Chapter 16: Publishing and Sharing Your Reports
Introduction
Structure
Objectives
Publishing your Report
Accessing the report on the service
Datasets and reports
Creating a report from an existing dataset
Share a link to the report
Managing report permissions
Conclusion
Questions
Chapter 17: Datasets,Dashboards, and Reports
Introduction
Structure
Objectives
Workspaces
Creating a new workspace
Managing access to a workspace
Copying a report to another workspace
Refreshing datasets and reports
Power BI data gateways
Refreshing your data
Scheduling data refreshes
Dashboards
Creating a dashboard
Pinning visuals to a dashboard
Sharing a dashboard
Conclusion
Questions
Chapter 18: Power BI and Other Apps
Introduction
Structure
Objectives
Power BI and Excel
Creating Excel Reports from Power BI datasets
Using Analyze in Excel
Connecting to Power BI datasets from Excel
Import Power Pivot models into Power BI
From Power BI Desktop
From the Power BI service
Export to PowerPoint
Embed an image
Embed live data
Publishing to teams
Power BI App in Microsoft teams
Embed reports in Teams channels and chats
Conclusion
Questions
Chapter 19: Interview Questions, Certifications, and Resources
Introduction
Structure
Objectives
Interview questions
Knowledge
Experience
Passion
Certifications
Useful resources
Websites
YouTube channels
Conclusion
Questions
Multiple Choice Questions Answers
Answers
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Index
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