Book Image

Microsoft Power BI Complete Reference

By : Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, Brett Powell
Book Image

Microsoft Power BI Complete Reference

By: Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, Brett Powell

Overview of this book

Microsoft Power BI Complete Reference Guide gets you started with business intelligence by showing you how to install the Power BI toolset, design effective data models, and build basic dashboards and visualizations that make your data come to life. In this Learning Path, you will learn to create powerful interactive reports by visualizing your data and learn visualization styles, tips and tricks to bring your data to life. You will be able to administer your organization's Power BI environment to create and share dashboards. You will also be able to streamline deployment by implementing security and regular data refreshes. Next, you will delve deeper into the nuances of Power BI and handling projects. You will get acquainted with planning a Power BI project, development, and distribution of content, and deployment. You will learn to connect and extract data from various sources to create robust datasets, reports, and dashboards. Additionally, you will learn how to format reports and apply custom visuals, animation and analytics to further refine your data. By the end of this Learning Path, you will learn to implement the various Power BI tools such as on-premises gateway together along with staging and securely distributing content via apps. This Learning Path includes content from the following Packt products: • Microsoft Power BI Quick Start Guide by Devin Knight et al. • Mastering Microsoft Power BI by Brett Powell
Table of Contents (25 chapters)
Title Page
About Packt
Contributors
Preface
Index

Getting started


The Power BI Desktop is available free and can be found via a direct download link at Power BI(https://powerbi.microsoft.com/), or by installing it as an app from Windows Store. There are several benefits in using the Windows Store Power BI app, including automatic updates, no requirement for admin privileges, and making it easier for planned IT roll-out of Power BI.

Note

If you are using the on-premises Power BI Report Server for your deployment strategy, then you must download a different Power BI Desktop, which is available by clicking the advanced download options at https://powerbi.microsoft.com/en-us/report-server/. A separate install is required because updates are released more often to Power BI in the cloud. This book will be written primarily under the assumption that the reader is using the cloud-hosted Power BI Service as their deployment strategy. 

Once you download, install, and launch the Power BI Desktop, you will likely be welcomed by the Start screen, which is designed to help new users find their way. Close this start screen so we can review some of the most commonly used features of the application:

Power BI Desktop

Following the numbered figures, let's learn the names and purposes of some of the most important features in the Power BI Desktop:

  • Get Data: Used for selecting and configuring data sources. 
  • Edit Queries: Launches the Power Query Editor, which is used for applying data transformations to incoming data.
  • Report View: The report canvas used for designing data visualizations. This is the default view open when the Power BI Desktop is launched. 
  • Data View: Provides a view of the data in your model. This looks similar to a typical Excel spreadsheet, but it is read-only.
  • Relationship View: Primarily used when your data model has multiple tables and relationships need to be defined between them.