Title Page Copyright and Credits Mastering Microsoft Power BI Dedication Packt Upsell Why subscribe? PacktPub.com Contributors About the author About the reviewer 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 Planning Power BI Projects Power BI deployment modes Corporate BI Self-Service Visualization Self-Service BI Choosing a deployment mode Project discovery and ingestion Sample Power BI project template  Sample template – Adventure Works BI Power BI project roles Dataset designer Report authors Power BI admin Project role collaboration Power BI licenses Power BI license scenarios Power BI Premium features Data warehouse bus matrix Dataset design process Selecting the business process Declaring the grain Identifying the dimensions Defining the facts Data profiling Dataset planning Data transformations Import versus DirectQuery Import mode  DirectQuery mode Sample project analysis Summary Connecting to Sources and Transforming Data with M Query design per dataset mode Import mode dataset queries DirectQuery dataset queries Data sources Authentication Data source settings Privacy levels Power BI as a data source Power BI Desktop options Global options CURRENT FILE options SQL views SQL views versus M queries SQL view examples Date dimension view Mark As Date Table Product Dimension view Slowly-changing dimensions M queries Data Source Parameters Staging Queries DirectQuery staging Fact and dimension queries Source Reference Only M query summary Excel workbook – Annual Sales Plan Data types Item access in M DirectQuery report execution Bridge Tables Queries Parameter Tables Security Tables Query folding Partial query folding M Query examples Trailing three years filter Customer history column Derived column data types Product dimension integration R script transformation M editing tools Advanced Editor Visual Studio Code Visual Studio Summary Designing Import and DirectQuery Data Models Dataset layers Dataset objectives Competing objectives External factors The Data Model  The Relationships View The Data View The Report View Fact tables Fact table columns Fact column data types Fact-to-dimension relationships Dimension tables Hierarchies Custom sort Bridge tables Parameter tables Measure groups Last refreshed date Measure support logic Relationships Uniqueness  Ambiguity Single-direction relationships Direct flights only Bidirectional relationships Shared dimensions Date dimensions  The CROSSFILTER function Model metadata Visibility Column metadata Default Summarization Data format Data category Field descriptions Optimizing performance Import Columnar compression Memory analysis via DMVs DirectQuery  Optimized DAX functions Columnstore and HTAP Summary Developing DAX Measures and Security Roles DAX measures Filter context SQL equivalent Measure evaluation process Row context Scalar and table functions The CALCULATE() function Related tables The FILTER() function DAX variables Base measures Measure support expressions KPI Targets Current and prior periods Date intelligence metrics Current versus prior and growth rates Rolling periods Dimension metrics Missing dimensions Ranking metrics Dynamic ranking measures Security roles Dynamic row-level security Performance testing DAX Studio Tracing a Power BI dataset via DAX Studio Summary Creating and Formatting Power BI Reports Report planning Power BI report architecture Live connections to Power BI datasets Customizing Live connection reports Switching source datasets Visualization best practices Visualization anti-patterns Choosing the visual Tables versus charts Chart selection Visual interactions Edit interactions What-if parameters Slicers Slicer synchronization Custom slicer parameters Report filter scopes Report filter conditions Report and page filters Page filter or slicer? Relative date filtering Visual-level filtering Top N visual-level filters Visualization formatting Visual-level formatting Line and column charts Tooltips Report page tooltips Column and line chart conditional formatting Column chart conditional formatting Line chart conditional formatting Table and matrix Table and matrix conditional formatting Values as rows Scatter charts Map visuals Bubble map Filled map Mobile-optimized reports Responsive visuals Report design summary Summary Applying Custom Visuals, Animation, and Analytics Drillthrough report pages Custom labels and the back button Multi-column drillthrough Bookmarks Selection pane and the Spotlight property Custom report navigation View mode ArcGIS Map visual for Power BI ArcGIS Maps Plus subscriptions Waterfall chart breakdown Analytics pane Trend Line Forecast line Quick Insights  Explain the increase/decrease Custom visuals Adding a custom visual Power KPI visual Chiclet Slicer Impact Bubble Chart Dot Plot by Maq Software Animation and data storytelling Play axis for scatter charts Pulse Chart Summary Designing Power BI Dashboards and Architectures Dashboards versus reports Dashboard design Visual selection Layout Navigation pane Full screen mode Supporting tiles Custom date filters Multi-dashboard architectures Single-dashboard architecture Multiple-dashboard architecture Organizational dashboard architecture Multiple datasets Dashboard tiles Tile details and custom links Images and text boxes SQL Server Reporting Services Excel workbooks Live report pages Mobile-optimized dashboards Summary Managing Application Workspaces and Content Application workspaces Workspace roles and rights Workspace admins Workspace members My Workspace Staged deployments Workspace datasets Power BI REST API Client application ID Workspace and content IDs PowerShell sample scripts Dashboard data classifications Version control OneDrive for Business version history Source control for M and DAX code Metadata management Field descriptions Creating descriptions View field descriptions Metadata reporting Query field descriptions Standard metadata reports Server and database parameters Querying the DMVs from Power BI Integrating and enhancing DMV data Metadata report pages Summary Managing the On-Premises Data Gateway On-premises data gateway planning Top gateway planning tasks Determining whether a gateway is needed Identifying where the gateway should be installed Defining the gateway infrastructure and hardware requirements On-premises data gateway versus personal mode Gateway clusters Gateway architectures Gateway security Gateway configuration The gateway service account TCP versus HTTPS mode  Managing gateway clusters Gateway administrators Gateway data sources and users PowerShell support for gateway clusters Troubleshooting and monitoring gateways Restoring, migrating, and taking over a gateway Gateway log files Performance Monitor counters Scheduled data refresh DirectQuery datasets Single sign-on to DirectQuery sources via Kerberos Live connections to Analysis Services models Azure Analysis Services refresh Dashboard cache refresh Summary Deploying the Power BI Report Server Planning for the Power BI Report Server Feature differences with the Power BI service Parity with SQL Server Reporting Services Data sources and connectivity options Hardware and user licensing Pro licenses for report authors Alternative and hybrid deployment models Report Server reference topology Installation Hardware and software requirements Analysis Services Integrated Retrieve the Report Server product key Migrating from SQL Server Reporting Services Configuration Service Account Remote Report Server Database Office Online Server for Excel Workbooks Upgrade cycles  Report Server Desktop Application Running desktop versions side by side Report Server Web Portal Scheduled data refresh Data source authentication Power BI mobile applications Report server administration Securing Power BI report content Execution logs Scale Power BI Report Server Summary Creating Power BI Apps and Content Distribution Content distribution methods Power BI apps Licensing apps App deployment process User permissions Publishing apps Installing apps Apps on Power BI mobile App updates Dataset-to-workspace relationship Self-Service BI workspace Self-Service content distribution Risks to Self-Service BI Sharing dashboards and reports Sharing scopes Sharing versus Power BI apps SharePoint Online embedding Custom application embedding Publish to web Data alerts Microsoft Flow integration Email Subscriptions Analyze in Excel Power BI Publisher for Excel Summary Administering Power BI for an Organization Data governance for Power BI Implementing data governance Azure Active Directory Azure AD B2B collaboration Licensing external users Conditional access policies Power BI Admin Portal Usage metrics Users and Audit logs Tenant settings Embed Codes Organizational Custom visuals Usage metrics reports Audit logs Audit log monitoring solutions Audit logs solution template Power BI Premium capacities Capacity allocation Create, size, and monitor capacities Change capacity size Monitor premium capacities App workspace assignment Capacity admins Summary Scaling with Premium and Analysis Services Power BI Premium Power BI Premium capabilities Corporate Power BI datasets Limitation of Corporate BI datasets – Reusability Premium capacity nodes Frontend versus backend resources Power BI Premium capacity allocation Corporate and Self-Service BI capacity  Power BI Premium resource utilization Data model optimizations Report and visualization optimizations Premium capacity estimations Analysis Services Analysis Services Models versus Power BI Desktop Scale Usability Development and management tools Azure Analysis Services versus SSAS SSAS to Azure AS Migration Provision Azure Analysis Services  Migration of Power BI Desktop to Analysis Services Summary Other Books You May Enjoy Leave a review - let other 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