Learning Microsoft Power BI: Transforming Data into Insights [Complete]

Cover
Copyright
Table of Contents
Preface
	Navigating This Book
	Conventions Used in This Book
	Using Code Examples
	O’Reilly Online Learning
	How to Contact Us
	Acknowledgments
Chapter 1. Intro to Power BI
	What Is Power BI?
		Power BI Components
		Power BI Desktop
		The Power BI Service
		The Power Platform
	How Did We Get to Power BI?
		SQL Server: Microsoft’s Relational Database
		SQL Server Analysis Services Multidimensional: One Small Step into BI
		SQL Server Reporting Services: Pixel-Perfect Reporting, Automated Reports, and More
		Excel: A Self-Service BI Tool
		Power Pivot
		Important New Functionality That Leads to Power BI
		Power BI Desktop Is Born
	Power BI Desktop Under the Hood
		VertiPaq: The Storage Engine
		DAX: The Formula Engine
	What Makes Power BI Different from Its Competitors?
	Conclusion
Chapter 2. The Report and Data Views
	Report View: Home Section of the Ribbon
		The Clipboard Subsection
		The Data Subsection
		The Queries Subsection
		The Insert Subsection
		The Calculations Subsection
		The Final Subsections: Sensitivity and Share
	Report View: The Insert Tab
		The Pages Subsection
		The Visuals Subsection
		The AI Visuals Subsection
		The Power Platform Subsection
		The Elements Subsection
	Report View: The Modeling Tab
		The Relationships Subsection
		The Calculations Subsection
		The Page Refresh Subsection
		The What If Subsection
		The Security Subsection
		The Q&A Subsection
	Report View: The View Tab
		The Themes Subsection
		The Scale to Fit Subsection
		The Page Options Subsection
		The Show Panes Subsection
	Report View: Help Section
	Report View: External Tools Section
	The Pane Interface of the Report View
		Visualizations Pane
		Fields and Filters Panes
		A Quick Rundown of the Other Panes
	Data View
	Conclusion
Chapter 3. Importing and Modeling Our Data
	Getting Our Data
	The Power Query Ribbon
		The Home Tab
		The Transform Tab
		The Add Column Tab
	The Model View
		What Is a Relationship?
		The Properties Pane
	Conclusion
Chapter 4. Let’s Make Some Pictures (Visualizing Data 101)
	Why Visualize Data?
	The Visualizations Pane
		Fields
		Format
		Analytics
	Visual Interactivity
	Column and Bar Charts
		Stacked Bar and Column Charts
		Clustered Bar and Column Charts
		100% Stacked Bar and Column Charts
		Small Multiples
		Waterfall Chart
	Line and Area Charts
		Line Chart
		Area Chart
		Stacked Area Chart
		Line and Stacked Column Chart/Clustered Column Chart
		Ribbon Chart
	Donuts, Dots, and Maps, Oh My!
		Funnel Chart
		Scatter Chart
		Pie and Donut Chart
		Treemap
		Map Visuals
	The “Flat” Visuals
		Gauge
		Card/Multi-Row Card
		KPI
		Table/Matrix
		Slicer
	Conclusion
Chapter 5. Aggregations, Measures, and DAX
	A Primer on the DAX Language
		Measures
		Calculated Columns
		Calculated Tables
		Types of Functions
	Aggregations, More Than Some Sums
		Sum
		Average
		Minimum and Maximum
		Standard Deviation, Variance, and Median
		Count and Count (Distinct)
		First, Last, Earliest, and Latest
	Measures and DAX Fundamentals
		Implicit and Explicit Measures
		DAX Syntax Fundamentals
		CALCULATE
		We Heard You Like DAX, So We Put Some DAX in Your DAX
		Row and Filter Context
		One Final DAX Example
	Conclusion
Chapter 6. Putting the Puzzle Pieces Together: From Raw Data to Report
	Your First Data Import
		Choose and Transform the Data When You Import
		Transformations in Power Query
	Second Data Import and Wrangling
		Consolidating Tables with Append
		Using Merge to Get Columns from Other Tables
	Building Relationships
		Hiding Tables
		Identifying Our Relationship Columns
		Time to Get Building
	Let’s Get Reporting!
		We Need a Name...
		Cards Help Identify Important Data Points
		Bars, Columns, and Lines
		Conclusion
Chapter 7. Advanced Reporting Topics in Power BI
	AI-Powered Visuals
		Key Influencers
		Decomposition Tree
		Q&A
		Smart Narrative
	What-If Analysis
		Parameter Setup
		DAX Integration of the Parameter
		Parameter Modification
	R and Python Integration
		Limitations of Using R and Python
		Enabling R and Python for Power BI
		R and Python in Power Query
		R and Python Visuals
	Conclusion
Chapter 8. Introduction to the Power BI Service
	The Basics of the Service: What You Need to Know
	The Navigation Menu
		Home and Browse
		Create
		Data Hub
		Settings
		Metrics
		Apps
		Deployment Pipelines
		Learn
	Publishing Your Work
	What Is a Workspace?
		My Workspace
		Shared Capacity Workspaces
		Dataflows in Shared Workspaces
	Putting Your Data in Front of Others
		Adding Users to a Workspace
		Sharing via a Link or Teams
		Sharing via SharePoint
		Creating an App
	Conclusion
Chapter 9. Licensing and Deployment Tips
	Licensing
		Pro Licensing
		Premium Per User Licensing
		Premium Per Capacity, the Big Boy
	Workspace and App Management
		Workspace Generation and Access Control
		Managing Users in a Workspace
		Adding Users to Roles for RLS Implementation
		App Creation and Management
		The Golden Dataset(s)
	Conclusion
Chapter 10. Third-Party Tools
	Get to Know Business Ops
		Add External Tools, Remove External Tools, and Modify Display Order
		Learning, Theme Generation, Visual Generation
		Additional DAX Resources
	DAX Studio
	Tabular Editor
		Creating Roles
		Table and Measure Management
	The ALM Toolkit for Power BI
	Bravo
		Analyze Model
		DAX Formatting
		Manage Dates
		Export Data
	Conclusion
Appendix A. Commonly Used DAX Expressions
	Aggregation Functions
		AVERAGE
		AVERAGEX
		COUNT
		DISTINCTCOUNT
		MAX
		MAXX
		MIN
		MINX
		SUM
		SUMX
		PRODUCT
		PRODUCTX
	Date and Time Functions
		CALENDAR
		DATEDIFF
		DAY
		MONTH
		TODAY
		YEAR
	Time Intelligence Functions
		DATEADD
		DATESMTD
		DATESQTD
		DATESYTD
	Filter Functions
		ALL
		ALLEXCEPT
		CALCULATE
	Logical Functions
		AND
		COALESCE
		IF
		OR
	DAX Operators
Appendix B. Some Favorite Custom Visuals
	Adding Custom Visuals to Power BI Desktop
	Ten of My Favorite Custom Visuals
		Advance Card
		Chiclet Slicer
		Drilldown Choropleth
		Forecasting with ARIMA
		Gantt Chart
		Radar Chart
		Route Map
		Scroller
		Sunburst Chart
		Word Cloud
	Charticulator
Index
About the Author
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