Learn Power BI: A comprehensive, step-by-step guide for beginners to learn real-world business intelligence, 2nd Edition

Description

Learn how to use Power BI to deliver the insights needed to help your enterprise survive and thrive Key FeaturesLearn simple through to advanced Power BI features in a clear, concise way using real-world examplesDevelop powerful analytical models and reports that extract key business insightsPublish, share and collaborate on impressive reports, dashboards, apps, and goalsBook Description To succeed in today's transforming business world, organizations need business intelligence capabilities to make smarter decisions faster than ever before. This updated second edition of Learn Power BI takes you on a journey of data exploration and discovery, using Microsoft Power BI to ingest, cleanse, and organize data in order to unlock key business insights that can then be shared with others. This newly revised and expanded edition of Learn Power BI covers all of the latest features and interface changes and takes you through the fundamentals of business intelligence projects, how to deploy, adopt, and govern Power BI within your organization, and how to leverage your knowledge in the marketplace and broader ecosystem that is Power BI. As you progress, you will learn how to ingest, cleanse, and transform your data into stunning visualizations, reports, and dashboards that speak to business decision-makers. By the end of this Power BI book, you will be fully prepared to be the data analysis hero of your organization – or even start a new career as a business intelligence professional. What you will learnGet up and running quickly with Power BIUnderstand and plan your business intelligence projectsConnect to and transform data using Power QueryCreate data models optimized for analysis and reportingPerform simple and complex DAX calculations to enhance analysisDiscover business insights and create professional reportsCollaborate via Power BI dashboards, apps, goals, and scorecardsDeploy and govern Power BI, including using deployment pipelinesWho this book is for If you're an IT manager, data analyst, or BI user new to using Power BI for solving business intelligence problems, this book is for you. You'll also find this book helpful if you want to migrate from other BI tools to create powerful and interactive dashboards. No experience of working with Power BI is expected. Table of ContentsUnderstanding Business Intelligence and Power BIPlanning Projects with Power BIUp and Running with Power BI DesktopConnecting to and Transforming Data Creating Data Models and CalculationsUnlocking InsightsCreating the Final ReportPublishing and Sharing Using Reports in the Power BI ServiceUnderstanding Dashboards, Apps, Goals, and SecurityRefreshing ContentDeploying, Governing, and Adopting Power BIPutting Your Knowledge to Use Cover Titile Page Copyright & Credits Contributors Table of Contents Preface Section 1: The Basics Chapter 1: Understanding Business Intelligence and Power BI Exploring key concepts of business intelligence Domain Data Model Analysis Visualization Discovering the Power BI ecosystem Core and Power BI-specific Core and non-Power BI-specific Non-core and Power BI-specific Natively integrated Microsoft technologies The extended Power BI ecosystem Choosing the right Power BI license Shared capacity Dedicated capacity Introducing Power BI Desktop and the Power BI service Power BI Desktop The Power BI service Summary Questions Further reading Chapter 2: Planning Projects with Power BI Planning Power BI business intelligence projects Identifying stakeholders, goals, and requirements Procuring the required resources Discovering the required data sources Designing a data model Planning reports and dashboards Explaining the example scenario Background Identifying stakeholders, goals, and requirements Procuring the required resources Discovering the required data sources Designing a data model Planning reports and dashboards Summary Questions Further reading Section 2: The Desktop Chapter 3: Up and Running with Power BI Desktop Technical requirements Downloading and running Power BI Desktop Downloading Power BI Desktop Running Power BI Desktop Touring the desktop Header Views Panes Canvas Wallpaper Pages Footer Ribbon The Formula Bar Generating data Creating a calculated table Creating calculated columns Formatting columns Creating visualizations Creating your first visualization Formatting your visualization Adding analytics to your visualization Creating and using a slicer Creating more visualizations Editing visual interactions Summary Questions Further reading Chapter 4: Connecting to and Transforming Data Technical requirements Getting data Creating your first query Getting additional data Transforming data Touring the Power Query Editor Transforming budget and forecast data Transforming People, Tasks, and January data Merging, copying, and appending queries Merging queries Expanding tables Disabling queries from being loaded Copying queries Changing sources Appending queries Verifying and loading data Organizing queries Checking column quality, distribution, and profiles Loading the data Summary Questions Further reading Chapter 5: Creating Data Models and Calculations Technical requirements Creating a data model Touring the Model view Modifying the layout Creating and understanding relationships Exploring the data model Creating calculations Calculated columns Measures Checking and troubleshooting calculations Boundary cases Slicing Grouping Summary Questions Further reading Chapter 6: Unlocking Insights Technical requirements Segmenting data Creating groups Creating hierarchies Understanding RLS Buttons Question and answer (Q&A) Bookmarks Advanced analysis techniques The Analyze and Summarize features Top-N filtering Gauges and KPIs What-if parameters Conditional formatting Quick measures Report tooltip pages Key influencers Summary Questions Further reading Chapter 7: Creating the Final Report Technical requirements Preparing the final report Planning the final report Cleaning up Using a theme Creating a page template Using Sync slicers Adjusting the calendar Adding report filters Creating the final report pages Creating the Executive Summary page Creating the Division Management page Creating the Branch Management page Creating the Hours Detail page Creating the Employee Details page Creating the Introduction page Finishing up Testing Cleaning up Summary Questions Further reading Section 3: The Service Chapter 8: Publishing and Sharing Technical requirements Getting an account Office 365 Power BI trial Introducing the service Touring the service Header Navigation pane Canvas Publishing and sharing Creating a workspace Publishing Sharing Summary Questions Further reading Chapter 9: Using Reports in the Power BI Service Technical requirements Viewing and using reports File menu Export menu Share Chat in Teams Subscribe Ellipsis (…) Reset Bookmark View Refresh visuals Comment Add to Favorites Editing and creating reports Editing reports Creating a report Summary Questions Further reading Chapter 10: Understanding Dashboards, Apps, Goals, and Security Technical requirements Understanding dashboards Creating a dashboard Working with dashboards Working with tiles Creating and using apps Creating an app Getting and using apps Working with goals Creating scorecards and goals Using scorecards and goals Understanding security and permissions Workspace permissions App permissions Object permissions RLS Summary Questions Further reading Chapter 11: Refreshing Content Technical requirements Installing and using data gateways Downloading and installing a data gateway Running a data gateway Configuring a data gateway Managing a data gateway Refreshing datasets Scheduling a refresh Summary Questions Further reading Section 4: The Future Chapter 12: Deploying, Governing, and Adopting Power BI Technical requirements Understanding usage models Anarchy Centralized Distributed Golden datasets Hybrid Governing and administering Power BI Tenant settings Deploying Power BI content Adopting Power BI Adoption strategies Summary Questions Further reading Chapter 13: Putting Your Knowledge to Use Technical requirements Understanding the business intelligence opportunity Understanding the types of business intelligence jobs and roles Growing your job and career Understanding the employment and career opportunities Job search strategies Interviewing tips Negotiating benefits and compensation Continuing your journey Summary Questions Further reading Other Books You May Enjoy Index