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