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

Chapter 10. Developing DAX Measures and Security Roles

This chapter will detail the implementation of DAX measures and security roles for the dataset developed in the previous two chapters. First, a set of base measures for each business process are created, representing business definitions such as gross and net sales, cost of sales, and margin percentages. The base measures are then leveraged in the development of date intelligence calculations including year-to-date (YTD) and year-over-year (YOY) growth. Additionally, a set of customs measures are created, including exceptions, rankings, and KPI targets to further extract insights from the dataset and simplify report visualizations.

This chapter will also contain examples of dynamic security models in which the identity of the logged in user is used to filter the dataset. Finally, guidance will be provided on testing the performance of DAX expressions with DAX Studio.

In this chapter, we will review the following topics:

  • DAX measures
  • Filter...