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Book Description

Solve business challenges with Microsoft Power BI's advanced visualization and data analysis techniques

Key Features

  • Create effective storytelling reports by implementing simple-to-intermediate Power BI features
  • Develop powerful analytical models to extract key insights for changing business needs
  • Build, publish, and share impressive dashboards for your organization

Book Description

To succeed in today's transforming business world, organizations need business intelligence capabilities to make smarter decisions faster than ever before. This Power BI book is an entry-level guide that will get you up and running with data modeling, visualization, and analytical techniques from scratch.

You'll find this book handy if you want to get well-versed with the extensive Power BI ecosystem. You'll start by covering the basics of business intelligence and installing Power BI. You'll then learn the wide range of Power BI features to unlock business insights. As you progress, the book will take you through how to use Power Query to ingest, cleanse, and shape your data, and use Power BI DAX to create simple to complex calculations. You'll also be able to add a variety of interactive visualizations to your reports to bring your data to life. Finally, you'll gain hands-on experience in creating visually stunning reports that speak to business decision makers, and see how you can securely share these reports and collaborate with others.

By the end of this book, you'll be ready to create simple, yet effective, BI reports and dashboards using the latest features of Power BI.

What you will learn

  • Explore the different features of Power BI to create interactive dashboards
  • Use the Query Editor to import and transform data
  • Perform simple and complex DAX calculations to enhance analysis
  • Discover business insights and tell a story with your data using Power BI
  • Explore data and learn to manage datasets, dataflows, and data gateways
  • Use workspaces to collaborate with others and publish your reports

Who 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 useful if you want to migrate from other BI tools to create powerful and interactive dashboards. No experience of working with Power BI is expected.

Downloading the example code for this ebook: You can download the example code files for this ebook on GitHub at the following link: https://github.com/PacktPublishing/Learn-Power-BI. If you require support please email: [email protected]

Table of Contents

  1. Title Page
  2. Copyright and Credits
    1. Learn Power BI
  3. About Packt
    1. Why subscribe?
  4. Contributors
    1. About the author
    2. About the reviewers
    3. Packt is searching for authors like you
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Get in touch
      1. Reviews
  6. Section 1: The Basics
  7. Introduction to Business Intelligence and Power BI
    1. Key concepts of business intelligence
      1. Domain
      2. Data
        1. Internal and external data
        2. Structured, unstructured, and semi-structured data
      3. Model
        1. Organizing
        2. Transforming and cleansing
        3. Defining and categorizing
      4. Analysis
      5. Visualization
    2. The Power BI ecosystem
      1. Core, Power BI-specific
      2. Core, non-Power BI-specific
      3. Non-core, Power BI-specific
      4. Natively integrated Microsoft technologies
      5. The extended Power BI ecosystem
    3. Power BI licensing
      1. Power BI Free
      2. Power BI Pro
      3. Power BI Premium
      4. Power BI Embedded
      5. Power BI Report Server
    4. Power BI Desktop and Service
      1. Power BI Desktop
        1. Getting data
        2. Creating a data model
        3. Analyzing data
        4. Creating and publishing reports
      2. Power BI Service
        1. Viewing and editing reports
        2. Creating dashboards
        3. Sharing and collaborating with others
        4. Accessing and creating apps
        5. Refreshing data
    5. Summary
    6. Questions
    7. Further reading
  8. Section 2: The Desktop
  9. Up and Running with Power BI Desktop
    1. Technical requirements
    2. Downloading and installing Power BI Desktop
      1. Power BI Desktop (the trusted Microsoft Store app)
      2. Power BI Desktop (MSI)
      3. Power BI Desktop (Report Server edition)
      4. Running Power BI Desktop
    3. Touring the Desktop
      1. Title Bar and Quick Access Toolbar
      2. The Ribbon
      3. The Formula Bar
        1. Understanding DAX
      4. Views Bar
      5. Panes
      6. Canvas
      7. Page tabs
      8. Footer
    4. Generating data
      1. Creating a calculated table
      2. Creating calculated columns
      3. Formatting columns
    5. Creating visualizations
      1. Creating your first visualization
      2. Formatting your visualization
      3. Adding analytics to your visualization
      4. Creating and using a slicer
      5. Creating more visualizations
      6. Editing visual interactions
    6. Summary
    7. Questions
    8. Further reading
  10. Connecting and Shaping Data
    1. Technical requirements
    2. Getting data
      1. Creating your first query
      2. Getting additional data
    3. Transforming data
      1. Touring the Power Query Editor
        1. The Title Bar and Quick Access Toolbar
        2. The Ribbon
        3. Formula Bar
        4. The Queries Pane
        5. The Query Settings Pane
        6. Data Canvas
        7. Footer
      2. Transforming budget and forecast data
        1. Cleaning up extraneous bottom rows
        2. Filtering rows
        3. Unpivoting data
        4. Using Fill
        5. Changing data types
      3. Transforming people, tasks, and January data
        1. Transforming the People query
        2. Transforming the Tasks query
        3. Transforming the January query
    4. Merging, copying, and appending queries
      1. Merging queries
      2. Expanding tables
      3. Disabling the loading of queries
      4. Copying queries
      5. Changing sources
      6. Appending queries
    5. Verifying and loading data
      1. Organizing queries
      2. Checking column quality, distribution, and profiles
      3. Loading the data
    6. Summary
    7. Questions
    8. Further reading
  11. Creating Data Models and Calculations
    1. Technical requirements
    2. Creating a data model
      1. Touring the Model view
        1. Title Bar and Quick Access Toolbar
        2. Ribbon
        3. Views Bar
        4. Panes
        5. Canvas
        6. Layout Tabs
        7. Footer
      2. Modifying the layout
      3. Creating and understanding relationships
      4. Exploring the data model
    3. Creating calculations
      1. Calculated columns
        1. Understanding context for calculated columns
        2. Creating calculated columns for utilization
      2. Measures
        1. Understanding context for measures
        2. Creating measures for utilization
    4. Checking and troubleshooting calculations
      1. Boundary cases
      2. Slicing
      3. Grouping
    5. Summary
    6. Questions
    7. Further reading
  12. Unlocking Insights
    1. Technical requirements
    2. Segmenting data
      1. Creating groups
      2. Creating hierarchies
        1. Exploring hierarchies
      3. Understanding row-level security
        1. Creating roles
        2. Testing roles
    3. Using report navigation features
      1. Drillthrough
        1. Using drillthrough
      2. Buttons
        1. Types of buttons
        2. Button states
        3. Button actions
      3. Question and answer (Q&A)
        1. Best practices for Q&A
        2. Using a Q&A button
        3. Using Q&A in report authoring
        4. Synonyms
      4. Bookmarks
        1. Creating and using bookmarks
        2. Advanced bookmarks
    4. Advanced visualization techniques
      1. Top N filtering
      2. Gauges and KPIs
      3. What-if parameters
      4. Conditional formatting
      5. Quick Measures
      6. Report page Tooltips
        1. Creating Report page Tooltips
        2. Using Report page Tooltips
      7. Key influencers
    5. Summary
    6. Questions
    7. Further reading
  13. Creating the Final Report
    1. Technical requirements
    2. Preparing the final report
      1. Planning the final report
      2. Cleaning up
      3. Using a theme
      4. Creating a page template
      5. Syncing the slicers
      6. Adjusting the calendar
      7. Adding report filters
    3. Creating the final report pages
      1. Creating the Executive Summary page
      2. Creating the Division Management page
      3. Creating the Branch Management page
      4. Creating the Hours Detail page
      5. Creating the Employee Details page
      6. Creating the Introduction page
    4. Finishing up
      1. Testing
      2. Cleaning up
    5. Summary
    6. Questions
    7. Further reading
  14. Section 3: The Service
  15. Publishing and Sharing
    1. Technical requirements
    2. Getting an account
      1. Office 365
      2. Power BI trial
    3. Introducing the Service
      1. Touring the Service
      2. Header
      3. Navigation Pane
      4. Canvas
    4. Publishing and sharing
      1. Creating a workspace
      2. Publishing
        1. What happens when you publish?
      3. Sharing
    5. Summary
    6. Questions
    7. Further reading
  16. Using Reports in the Service
    1. Technical requirements
    2. Viewing reports
      1. Sizes
      2. Colors
      3. Comments
      4. Bookmarks and persistent filters
        1. Report bookmarks
        2. Personal bookmarks
        3. Persistent filters
      5. Subscribing
        1. Managing subscriptions
      6. Other functions
    3. Exporting reports
      1. Copying
      2. Printing
      3. Export to PowerPoint
      4. Export to PDF
      5. Download report
    4. Embedding reports
      1. Secure embed codes
        1. Using URL parameters with embed codes
          1. Using the pageName parameter
          2. Using the filter parameter
      2. SharePoint Online
      3. Publish to web
        1. Managing publish to web embed codes
    5. Editing and creating reports
      1. Editing a report
        1. Creating a Mobile Layout
      2. Creating a report
    6. Summary
    7. Questions
    8. Further reading
  17. Understanding Dashboards, Apps, and Security
    1. Technical requirements
    2. Understanding dashboards
      1. Creating a dashboard
      2. Working with dashboards
        1. Add tile
        2. Set as featured
        3. Phone view
        4. Ellipses menu
          1. Dashboard themes
        5. Q&A
      3. Working with tiles
        1. Sizing and position
        2. Ellipsis menu
    3. Understanding apps
      1. Creating an app
      2. Getting and using apps
    4. Understanding security and permissions
      1. Workspace permissions
      2. App permissions
      3. Object permissions
        1. Dashboard permissions
        2. Report permissions
        3. Dataset permissions
      4. RLS
    5. Summary
    6. Questions
    7. Further reading
  18. Data Gateways and Refreshing Datasets
    1. Technical requirements
    2. Installing and using data gateways
      1. Downloading and installing a data gateway
      2. Running a data gateway
        1. Personal mode
        2. Standard mode
      3. Configuring a data gateway
        1. Service Settings
        2. Diagnostics
        3. Network
        4. Connectors
      4. Managing a data gateway
        1. Gateway cluster settings and administrators
        2. Removing a gateway and adding data sources
    3. Refreshing datasets
      1. Scheduling a refresh
    4. Summary
    5. Questions
    6. Further reading
  19. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think
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