Book Image

Microsoft Power BI Cookbook

By : Author Test, Brett Powell
Book Image

Microsoft Power BI Cookbook

By: Author Test, Brett Powell

Overview of this book

Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data. This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI’s functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence. This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects.
Table of Contents (14 chapters)

Installing Power BI Publisher for Excel

Excel-based data analysis and reporting artifacts such as pivot tables, charts, and cell range formula expressions with custom formatting remain pervasive in organizations. Although a significant portion of this content and its supporting processes can be migrated to Power BI, and despite the many additional features and benefits this migration could provide, Power BI is not intended as a replacement for all Excel reporting or SQL Server Reporting Services (SSRS) reporting. Organizations and particularly departments which use Excel extensively, such as Finance and Accounting, may prefer to leverage these existing assets and quickly derive value from Power BI by both deploying Excel content to Power BI and analyzing Power BI-hosted data from within Excel.

The Microsoft Power BI Publisher for Excel supplements Excel's native Power BI publishing features of uploading Excel workbooks to the Power BI Service or exporting Excel workbook data to Power BI datasets, as individual Excel objects can be "pinned" to Power BI dashboards and managed from the local Excel file.

Figure 21: The Power BI Publisher Tab in Excel 2016

Additionally, the Power BI Publisher's data source providers support Excel-to-Power BI connection strings reflecting the local user's rights to the given Power BI hosted source.

Figure 22: Connecting to Power BI sources via Power BI Publisher

How to do it...

Installation of Power BI Publisher for Excel

  1. Download the Power BI Publisher (http://bit.ly/2nCsWC0).
  2. Choose the version appropriate for the version of Microsoft Office installed: 32-bit or 64-bit.
Figure 23: Power BI Publisher for Excel Install Package
  1. Install the publisher.
  2. Accept the license agreement and choose the file directory.
Figure 24: Successful installation of Power BI Publisher for Excel

The drivers required to connect to Power BI hosted sources from Excel, such as the Excel OLE DB driver for Analysis Services, are automatically updated with each release. Additionally, once Power BI Publisher is installed, it's not necessary to use the Analyze in Excel option from the Power BI Service, which downloads an ODC file referencing the given model. The necessary connection to Power BI is created when the data source is selected via the Publisher dialog.

  1. Access the Power BI Publisher from Excel. Upon opening Excel following successful installation, you should get a message box advising of Power BI Publisher for Excel. It can be deactivated and the Power BI tab in the Excel ribbon should be visible. If it is not visible, you can check out the COM Add-ins dialog in Excel.
    • Click on File and then Options in Excel to bring up the Excel Options menu
    • Select Add-Ins and use the drop-down menu at the bottom to choose COM Add-ins
    • Click on Go… to launch the following COM Add-ins window
Figure 25: Excel COM-Add-ins
  1. Use the Profile icon to sign into the Power BI Service. Sign in will be automatic with future instances of Excel.
Figure 26: The Profile command from Power BI Publisher for Excel

There's more...

The following is a list of 11 blogs that contain many articles and examples on Power BI's tools and features:

Blogger(s)

Blog

URL

Michael Carlo

Power BI Tips and Tricks

http://powerbi.tips

Chris Webb

Crossjoin

https://blog.crossjoin.co.uk

Rob Collie
Avi Singh

PowerPivotPro

https://powerpivotpro.com

Alberto Ferrari
Marco Russo

SQL BI

http://www.sqlbi.com

Kasper De Jonge

Kasper On BI

https://www.kasperonbi.com

Matt Allington

ExceleratorBI

http://exceleratorbi.com.au/exceleratorblog

Ruth Martinez

Curbal

https://curbal.com/blog

Dustin Ryan

SQL Dusty

https://sqldusty.com

Reza Rad

RADACAD

http://radacad.com/blog

Imke Feldman

The BIccountant

http://www.thebiccountant.com

Brett Powell

Insight Quest

https://insightsquest.com

Gilbert Quevauvilliers

Fourmoo

https://www.fourmoo.com/blog

With the exception of Kasper On BI, all of these blogs are from non-Microsoft employees and thus do not necessarily reflect the views of MS or recommended practices with its products. Additionally, several of these blogs are not exclusive to Power BI; they may also include coverage of other MSBI, Azure, SQL Server, and Office 365 tools and services.