Cover image for Data Analysis with Microsoft Power BI

Data Analysis with Microsoft Power BI

Author Brian Larson
Release Date: 2020/01/01
ISBN: 9781260458626
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Book Description

Publisher's Note: Products purchased from Third Party sellers are not guaranteed by the publisher for quality, authenticity, or access to any online entitlements included with the product.


Explore, create, and manage highly interactive data visualizations using Microsoft Power BI

Extract meaningful business insights from your disparate enterprise data using the detailed information contained in this practical guide. Written by a recognized BI expert and bestselling author, Data Analysis with Microsoft Power BI teaches you the skills you need to interact with, author, and maintain robust visualizations and custom data models. Hands-on exercises based on real-life business scenarios clearly demonstrate each technique. Publishing your results to the Power BI Service (PowerBI.com) and Power BI Report Server are also fully covered.

Inside, you will discover how to:


•Understand Business Intelligence and self-service analytics
•Explore the tools and features of Microsoft Power BI
•Create and format effective data visualizations
•Incorporate advanced interactivity and custom graphics
•Build and populate accurate data models
•Transform data using the Power BI Query Editor
•Work with measures, calculated columns, and tabular models
•Write powerful DAX language scripts
•Share content on the PowerBI Service (PowerBI.com)
•Store your visualizations on the Power BI Report Server

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright Page
  4. Dedication
  5. Contents at a Glance
  6. Contents
  7. Acknowledgments
  8. Part I Understanding Business Intelligence and Power BI
    1. Chapter 1 How to Use This Book
      1. The Tool Chest Called Power BI
        1. The BI Process
        2. Power BI Parts and Pieces
      2. The Right Tool(s) for the Job
        1. Consuming Power BI Reports
        2. Power BI as a Data Visualization Tool
        3. Power BI as a Modeling Tool
        4. Power BI as a Data Warehouse/Data Mart
      3. Where to Find What You Need
        1. Obtaining Power BI Desktop Software
        2. Sample Code and Supporting Materials
        3. Information on Power BI New Features and Enhancements
      4. How to Succeed at Self-Service Analytics
    2. Chapter 2 Successful Self-Service Analytics
      1. What Is Business Intelligence?
        1. Defining KPIs
      2. Is Your Organization Ready for BI?
        1. Desire
        2. Realistic Expectations
        3. Ongoing Care and Feeding
        4. Well-Defined KPIs
        5. Actionable KPIs
        6. Reliable Sources of Data
      3. Implementation: Best Practices
        1. Take an Iterative Implementation Approach
        2. Utilize a Data Warehouse/Data Mart
        3. Cleanse and Validate During Data Gathering
        4. Create User-Friendly Data Models
        5. Publish Latency
        6. Provide Training and Support
        7. Use the Right Tool for the Job
        8. Establish Standards and Limits
      4. Successfully Using Power BI
  9. Part II Interacting with Power BI
    1. Chapter 3 Power BI Architecture
      1. The Power BI Architecture
        1. Power BI Desktop
        2. The Power BI Service
        3. The Power BI Report Server
        4. The Power BI Mobile App
      2. Power BI Desktop Optimizations
      3. Power BI Updates
      4. Microsoft On-premises Data Gateway
      5. What Does the Data Have to Say?
    2. Chapter 4 Using Power BI Visualizations
      1. Power BI Desktop
        1. Obtaining What You Need
        2. Opening the Report/Preparing the Environment
      2. Interacting with a Power BI Report
        1. Working with a Single Report Item
        2. Interacting with Multiple Report Items
      3. Changing the Data with Slicers and Filters
        1. Slicers
        2. Filters
      4. Navigating Power BI Reports
        1. Drill Down and Drillthrough
        2. Buttons
        3. Bookmarks
        4. Additional Data Interactions
      5. A Cloudy Forecast
    3. Chapter 5 Using the Power BI Service (PowerBI.com)
      1. PowerBI.com
        1. The Organization of PowerBI.com
        2. Connecting to PowerBI.com
        3. The Navigation Pane
      2. Workspaces
        1. Reports
        2. Dashboards
        3. Workbooks
        4. Datasets
        5. Dataflows
      3. Additional Areas and Items Within PowerBI.com
        1. Additional Navigation Pane Items
        2. Additional Buttons
      4. How It All Gets Made
  10. Part III Creating Visualizations
    1. Chapter 6 Basic Data Visualizations
      1. Learn By Doing
        1. Starting Point
      2. Basic Visualizations
        1. Maximum Miniatures Manufacturing
        2. Our First Report Page
        3. Text-based Visualizations
        4. Graphical Visualizations
      3. Interactivity
        1. Slicers
        2. Filters
        3. Drillthrough
      4. Geographic Visualizations
        1. Bing Map Visualizations
        2. Shape Map Visualizations
        3. GIS Map Visualizations
      5. Other Visual Elements
        1. Text Boxes, Images, and Shapes
      6. Fancy Formatting
    2. Chapter 7 Visualization Formatting
      1. The Visualization Format Tab
        1. Report Page
        2. All Items
        3. Charts
        4. Additional Chart Functional Groups
        5. Table and Matrix
        6. Card and Multi-row Card
        7. Pie Chart, Donut Chart, Treemap, and Maps
        8. Funnel
        9. Gauge
        10. KPI
        11. Slicer
        12. Button, Shape, and Image
      2. Advanced Formatting Dialog Boxes
        1. Conditional Formatting Advanced Controls Dialog Box
        2. Data Bars Advanced Controls Dialog Box
      3. The Visualization Analytics Tab
        1. Types of Analytics Lines
        2. Controls for Editing Analytics Lines
      4. Themes
      5. New Ways to Interact and Visualize
    3. Chapter 8 Advanced Interactivity and Custom Visualizations
      1. Controlling Interactivity
        1. Controlling Interactions
        2. Synchronizing Slicers
      2. Creating Interactivity
        1. Custom Tooltips
        2. Bookmarks
        3. Selection Pane
        4. Buttons
      3. Customizing Visualizations
        1. Custom Visualizations from the Marketplace
        2. Custom Visualizations from R and Python
        3. Creating a Custom Shape Map
      4. Moving on to Modeling
  11. Part IV Building Data Models
    1. Chapter 9 Loading Data with Power BI
      1. Gathering Data
        1. Get Data
        2. Power BI Connection Types
      2. Transforming Data During the Data Import
        1. The Power BI Query Editor
        2. A New Sample: World Population
      3. Repeating and Changing the Data Import
        1. Refreshing Data in Power BI Desktop
        2. Modifying Queries
        3. The Advanced Editor and the Power Query Formula Language
        4. Data Source Permissions
      4. Relationships and Intermediate Tables
        1. Creating an Intermediate Table from a Data Source
        2. Manually Creating Intermediate Tables
      5. Parameters
        1. Putting Parameters to Use
      6. Transformers
    2. Chapter 10 Power BI Transformation Reference
      1. Transformation Reference
        1. Informational-Only Transformations
        2. Transformations on the Query Editor Home Tab
        3. Transformations on the Query Editor Transform Tab
        4. Transformations on the Query Editor Add Column Tab
      2. Model Building
    3. Chapter 11 Creating a Tabular Model in Power BI
      1. Relationships
        1. Creating Relationships
      2. User-Friendly Models
        1. Hiding Columns from the End User
        2. Column Names and Descriptions
      3. Formatting and Categories
        1. One Final Relationship
        2. Data Categories
        3. Hierarchies, Groups, and Bins
      4. Measuring Up
    4. Chapter 12 Measures and Calculated Columns
      1. Calculated Columns
        1. Creating a Calculated Column
        2. The Context for Calculated Columns
      2. Measures
        1. Default Summarization
        2. Explicit Measures
        3. Measures and Context
        4. Defining Context Within a Measure
        5. Time Analytics
        6. Row-by-Row Calculations
        7. The FILTER() Function
      3. DAX Variables
        1. Declaring DAX Variables and Assigning a Value
        2. Using a DAX Variable
        3. Using Return in a Measure
      4. Everything DAX
    5. Chapter 13 DAX Language Reference
      1. DAX Operators
        1. Comparison Operators
        2. Arithmetic Operators
        3. Text Operator
        4. Logical Operators
      2. DAX Functions
        1. Modifying Context
        2. Table-Valued Functions
        3. Aggregate Functions
        4. DAX Functions for Time Analytics
        5. Parent/Child Relationships
        6. Additional DAX Functions
      3. Additional Modeling
    6. Chapter 14 Additional Power BI Desktop Features
      1. Additional Power BI Data Model Features
        1. Synonyms
        2. Linguistic Schemas
        3. Display Folder
        4. What-If Parameters
        5. Roles
      2. Performance Analyzer
        1. Capturing Performance Information
        2. Viewing the DAX Query
      3. Import and Export
        1. Excel Workbook Content
        2. Power BI Templates
      4. Spreading the Word
  12. Part V Sharing Content
    1. Chapter 15 Sharing Content on the Power BI Service (PowerBI.com)
      1. The Power BI Service and Data Refresh
        1. The On-premises Data Gateway
        2. The On-premises Data Gateway Architecture
        3. Installing the On-premises Data Gateway
        4. Managing the On-premises Data Gateway
        5. Managing the On-premises Data Gateway (personal mode)
        6. Setting a Dataset for Scheduled Refresh
      2. The Power BI Service and Sharing
        1. Using Share
        2. Using Content Packs
        3. Using Apps
      3. The Power BI Service and Row-Level Security
        1. Assigning Users to a Custom Security Role
      4. Another Way to Share
    2. Chapter 16 Saving to the Power BI Report Server
      1. Power BI Service and Power BI Report Server Comparison
        1. Versions
        2. Power BI Desktop Optimizations
      2. Installing Power BI Report Server
        1. The Power BI Report Server Installation Executable
        2. The Report Server Configuration Manager
      3. The Report Catalog
        1. Folders
        2. The Web Portal
        3. Saving a Report to the Power BI Report Server
      4. Security
        1. Folder and Report Security
        2. Row-Level Security
      5. Branding the Power BI Report Server
        1. Modifying the Site Name
        2. Creating a Brand Package
      6. Powered Up and Ready to Go
  13. Index
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