Book Image

Mastering Microsoft Power BI

By : Brett Powell
5 (1)
Book Image

Mastering Microsoft Power BI

5 (1)
By: Brett Powell

Overview of this book

This book is intended for business intelligence professionals responsible for the design and development of Power BI content as well as managers, architects and administrators who oversee Power BI projects and deployments. The chapters flow from the planning of a Power BI project through the development and distribution of content to the administration of Power BI for an organization. BI developers will learn how to create sustainable and impactful Power BI datasets, reports, and dashboards. This includes connecting to data sources, shaping and enhancing source data, and developing an analytical data model. Additionally, top report and dashboard design practices are described using features such as Bookmarks and the Power KPI visual. BI managers will learn how Power BI’s tools work together such as with the On-premises data gateway and how content can be staged and securely distributed via Apps. Additionally, both the Power BI Report Server and Power BI Premium are reviewed. By the end of this book, you will be confident in creating effective charts, tables, reports or dashboards for any kind of data using the tools and techniques in Microsoft Power BI.
Table of Contents (15 chapters)

Planning Power BI Projects

In this chapter, we will walk through a Power BI project planning process from the perspective of an organization with an on-premises data warehouse and a supporting nightly extract-transform-load (ETL) process but no existing SSAS servers or IT-approved Power BI datasets. The business intelligence team will be responsible for the development of a Power BI dataset, including source queries, relationships, and metrics, in addition to a set of Power BI reports and dashboards.

Almost all business users will consume the reports and dashboards in the Power BI online service and via the Power BI mobile apps, but a few business analysts will also require the ability to author Power BI and Excel reports for their teams based on the new dataset. Power BI Pro licenses and Power BI Premium capacity will be used to support the development, scalability, and distribution requirements of the project.

In this chapter, we will review the following topics:

  • Power BI deployment modes
  • Project discovery and ingestion
  • Power BI project roles
  • Power BI licenses
  • Dataset design process
  • Dataset planning
  • Import and DirectQuery datasets