Microsoft Power BI Quick Start Guide: The ultimate beginner's guide to data modeling, visualization, digital storytelling, and more,

Description

Bring your data to life with this accessible yet fast-paced introduction to Power BI, now in color. Purchase of the print or Kindle book includes a free eBook in PDF format. Key FeaturesLearn faster with practical examples of the latest features of Power BI, including navigator buttons, column-level security, visualizing goals, and moreMigrate your existing Excel and data analysis skills to Power BIBuild accurate analytical models, reports, and dashboards, now in full colorBook Description Updated with the latest features and improvements in Power BI, this fast-paced yet comprehensive guide will help you master the core concepts of data visualization quickly. You'll learn how to install Power BI, design effective data models, and build basic dashboards and visualizations to help you make better business decisions. This new edition will also help you bridge the gap between MS Excel and Power BI. Throughout this book, you'll learn how to obtain data from a variety of sources and clean it using the Power Query Editor. You'll also start designing data models to navigate and explore relationships within your data and building DAX formulas to make data easier to work with. Visualizing data is a key element of this book, so there's an emphasis on helping you get to grips with data visualization styles and enhanced digital storytelling. As you progress, you'll start building your own dataflows, gain an understanding of the Common Data Model, and automate dataflow refreshes to eradicate data cleaning inefficiency. You'll learn how to administer your organization's Power BI environment so that deployment can be made seamless, data refreshes can run properly, and security can be fully implemented. By the end of this Power BI book, you'll know how to get the most out of Power BI for better business intelligence. What you will learnConnect to data sources using import, DirectQuery, and live connection optionsUse Power Query Editor for data transformation and data cleansing processes, and write M and R scripts and dataflows to do the same in the cloudDesign effective reports with built-in and custom visuals to optimize user experienceImplement row-level and column-level security in your dashboardsAdminister a Power BI cloud tenant for your organizationUse built-in AI capabilities to enhance Power BI data transformation techniquesDeploy your Power BI Desktop files into Power BI Report ServerWho this book is for This book is for aspiring business intelligence and data professionals with a basic understanding of BI concepts, who want to learn Power BI quickly. Complete beginners with no BI background can also get plenty of useful information from this book. Table of ContentsGaining Data Literacy with Power BIConnecting to DataData Transformation StrategiesBuilding the Data ModelLeveraging DAXVisualizing DataDigital Storytelling with Power BIUsing a Cloud Deployment with the Power BI ServiceData Cleansing in the Cloud with DataflowsOn-Premises Solutions with Power BI Report Server 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