Index

Symbols

#shared

M Query library, exploring with 57, 58

A

Add Column From Examples 31, 33

aggregations 21

AI Insights 52, 53

sentiment analysis, with Text Analytics 53-55

analytics

visuals from 195

Append Query 46, 47

apps 231

ArcGIS Map visual 188-190

Area chart 172

Azure Cognitive Services 52

Azure maps visual 191

Azure Stream Analytics 243

B

bar chart 164, 165, 204

Base Transceiver Stations (BTSes) 95

bookmarks

used, for capturing report views 211-215

Bubble chart 170

C

CALCULATE()

used, for creating prior year calculations 130, 131

using, to modify filter context 126, 127

calculated columns

building 106-108

creating, with string functions 108-111

calculated measures

assignment 122, 123

creating 118, 119

folders, displaying 123-125

optional parameters 122

Profit Margin measure, creating 121

Profit measure, creating 121

Total Cost measure, creating 120, 121

Total Sales measure, creating 119, 120

categorical data

Bar chart 164, 165

Column chart 164, 165

Donut chart 165-167

Pie chart 165-167

Scatter chart 170, 171

Treemap visual 167-169

visualizing 163

Change Type 30, 31

citizen developer 3

Column chart 164, 165

Combo chart 173, 174

complex relationships

working with 75

composite models 20-22

Conditional Columns 33-35

conditional logic

implementing, with IF() 112, 113

implementing, with SWITCH() 113, 114

cross-filtering 144-146

cross-highlighting 144-146

D

dashboards 230

creating 240-245

data refreshes, scheduling 254-257

interacting with 240

maintaining 251

Q&A feature 245, 246

row-level security, setting up 251-254

sharing 247, 248

data

filtering 143, 144

importing 11, 100

organizing, with star schema 62, 63

Data Analysis Expressions (DAX) 63

FORMAT function, using 111, 112

role-playing tables with 131-135

data connection method

selecting 23, 24

dataflows 231

creating 264-276

datamarts, exploring 263, 264

using, as data source in Power BI Desktop 276, 277

working with 262, 263

Data Hub 231

datamarts

exploring 263, 264

data model

performance, improving 98

processing performance, improving 101

query performance 98

data model, processing performance

best practices 102

incremental refresh 102

query folding 102

data model, query performance

aggregations 101

data, importing 100

design methodologies 98-100

DirectQuery 100

data refreshes

scheduling 254-257

dataset 230, 238-240, 254

data source

dataflows, using in Power BI Desktop as 276, 277

Dataverse as 15, 16

Excel as 11, 13

reference link 19

SQL Server as 13-15

Web as 16, 17

data strategy

used, for overcoming low data literacy 2-4

data transformation

advanced options 33

data transformation, advanced options

Append Query 46, 47

Conditional Columns 33-35

Fill Down 36, 37

Merge Query 43-46

Unpivot transform 37-43

data transformations, with Power Query Editor

Add Column From Examples 31-33

Change Type 30, 31

Remove Columns 28-30

Use First Row as Headers 28

data visualization, tips and tricks

Analytics section 198, 199

Show value as 200, 201

Top N filter 199

visuals, formatting 197, 198

visuals, modifying 196, 197

data, with cards

Card 182

Multi-row card 183, 184

visualizing 182

Date field 154, 155

date key

relationship, creating on 71-74

Deployment Pipelines 231

dimensional modeling 62

DirectQuery 17, 18, 100

data sources, supporting 19

limitations 19, 20

donut charts 165-167

drill through

configuring 204-210

options 205

E

Edit interactions 146-148

Excel 5

as data source 11, 13

skills, migrating, to Power BI 5

extract, transform, and load (ETL) 231, 261, 264

F

Fill Down 36, 37

Filled map visual 186-188

filter context 125, 126

CALCULATE(), using to modify 126, 127

percentage of total, calculating 128

FORMAT function

using, in DAX 111, 112

freemium model 229

Funnel chart 177, 178

fuzzy matching 46

G

geographical data

ArcGIS Map visual 188-190

Azure maps visual 191

Filled map 186-188

Map visual 185, 186

Shape map 188

visualizing 184

graphical user interface (GUI) 273

H

high-density sampling algorithm 171

I

IF()

used, for implementing conditional logic 112-114

image tagging 52

IntelliSense feature 106

K

key influencers visual 195

Key Performance Indicators (KPIs) data

Gauge visual 179, 180

visualizing 178-181

key phrase extraction 52

L

language detection 52

Line chart 172

live connection 22

limitations 23

low data literacy

organizations, facing challenge with 1, 2

overcoming, with data strategy 2-4

M

many-to-many relationships 75, 76

behavior, filtering 76, 77

cross-filtering direction 77-79

filtering, enabling from 80, 81

reference link 75

Map visual 185, 186

Merge Queries feature 43-46

metrics 231

used, for tracking progress 258-260

M formula language 55-57

Microsoft R Open

reference link 48

Mobile layout 244

M Query library

exploring, with #shared 57, 58

Multi-row card 183, 184

N

natural language

with Q&A 192-194

navigation functions

existing relationships, leveraging with 115-117

numeric range slicer 152-154

O

object visibility, with bookmarks

alternate views, bookmarking of same data 215-218

buttons, using to select 218-220

combining 215

navigator, using 220-223

on-premises reporting, with Power BI Report Server

reference link 9

organizations

facing, challenge with low data literacy 1, 2

P

Page navigator

using 226-228

personal on-premises gateways

versus standard on-premises gateways 254, 255

pie chart 165-167, 204

Power BI 8, 9

apps 249-251

custom visuals 196

Excel skills, migrating to 5

Premium 9

pricing, reference link 5

Pro 249

selecting, reasons 4, 5

URL 229

Power BI Desktop 9, 11

dataflows, using as data source 276, 277

download link 9

features 10

Power BI Report Server

accessing 280-283

data, refreshing 288, 289

deploying 283-285

paginated report, deploying 285-287

reports, securing 288

Power BI service

dataset 238-240

exploring 230, 231

reports, deploying to 234-238

workbooks 240

Power Pivot 5

Power Query 5

Power Query Editor 26

data transformations, applying within 27

features 26, 27

Premium Per User (PPU) license 249

Profit Margin measure

creating 121

Profit measure

creating 121

Q

Q&A

natural language with 192-194

R

R

installation and configuration 48, 49

leveraging 47

script transform 50-52

relationships

building 63-66

characteristics 63

created date tables, disabling automatically 74, 75

creating 69, 70

creating, on date key 71-74

editing 67-69

Remove Columns 28-30

Report Filters 156, 157

report page

as tooltips 223-226

reports 230

deploying, to Power BI service 234-238

sharing 247, 248

subscribing to 248, 249

Report view 139-141

features 140

report views

capturing, with bookmarks 211-215

Ribbon chart 174, 175

role-playing tables 81-83

cons 83

date table, importing 83-85

reference link 135

with DAX 131-135

row-level security

setting up 251-254

RStudio

URL 50

S

Scatter chart 170, 171

scorecards 231

sectors 95

sentiment analysis 52

with Text Analytics 53-55

Shape map visual 188

Slicer visual 148

types 148

Slicer visual, types

Date field 154, 155

numeric range slicer 152-154

Report Filters 156, 157

string or text values 148-152

smart key 71

snowflake schemas 100

Software as a Service (SaaS) 8

Software Assurance (SA) 280

SQL Server

as data source 13-15

SQL Server Analysis Services (SSAS) 11

standard on-premises gateways

versus personal on-premises gateways 254, 255

star schema

data, organizing with 62, 63

string functions

used, for creating calculated columns 108-111

string or text values 148-152

Subscriptions 250

T

tabular data

Matrix visual 161-163

table visual 157-161

visualizing 157

Text Analytics

sentiment analysis with 53-55

time intelligence functions

prior year calculations, creating with CALCULATE() 130, 131

working with 129

year-to-date calculations, creating 129, 130

tooltips

report page as 223-226

Total Cost measure

creating 120, 121

Total Sales measure

creating 119, 120

Treemap visual 167-169

trend data

Area chart 172, 173

Combo chart 173, 174

Funnel chart 177, 178

Line chart 172, 173

Ribbon chart 174, 175

visualizing 171

Waterfall chart 176, 177

U

Unpivot 37-43

usability enhancements 85

data categorization 93-95

default summarization 89-91

hierarchies, creating 95-97

name, displaying of one column but sort by another 91, 92

tables and columns, hiding 86

tables and columns, renaming 87-89

Use First Row as Headers 28

V

visualizations

creating 141-143

filtering 143, 144

visuals

from analytics 195

W

Waterfall chart 176, 177

Web

as data source 16, 17

Web View 244

workbooks 230, 240

workspaces 231

creating 231, 234

X

xVelocity 11

Y

year-to-date calculations

creating 129, 130