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.

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Table of Contents (15 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Planning Power BI Projects
Planning Power BI Projects
Power BI deployment modes
Project discovery and ingestion
Power BI project roles
Power BI licenses
Data warehouse bus matrix
Dataset design process
Data profiling
Dataset planning
Sample project analysis
Summary
2
Connecting to Sources and Transforming Data with M
Connecting to Sources and Transforming Data with M
Query design per dataset mode
Data sources
SQL views
M queries
Query folding
M Query examples
M editing tools
Summary
3
Designing Import and DirectQuery Data Models
Designing Import and DirectQuery Data Models
Dataset layers
The Data Model
Relationships
Model metadata
Optimizing performance
Summary
4
Developing DAX Measures and Security Roles
Developing DAX Measures and Security Roles
DAX measures
Base measures
Date intelligence metrics
Dimension metrics
Ranking metrics
Security roles
Performance testing
Summary
5
Creating and Formatting Power BI Reports
Creating and Formatting Power BI Reports
Report planning
Live connections to Power BI datasets
Visualization best practices
Choosing the visual
Visual interactions
Slicers
Report filter scopes
Visualization formatting
Map visuals
Mobile-optimized reports
Report design summary
Summary
6
Applying Custom Visuals, Animation, and Analytics
Applying Custom Visuals, Animation, and Analytics
Drillthrough report pages
Bookmarks
ArcGIS Map visual for Power BI
Waterfall chart breakdown
Analytics pane
Quick Insights
Custom visuals
Animation and data storytelling
Summary
7
Designing Power BI Dashboards and Architectures
Designing Power BI Dashboards and Architectures
Dashboards versus reports
Dashboard design
Multi-dashboard architectures
Dashboard tiles
Live report pages
Mobile-optimized dashboards
Summary
8
Managing Application Workspaces and Content
Managing Application Workspaces and Content
Application workspaces
Staged deployments
Dashboard data classifications
Version control
Metadata management
Summary
9
Managing the On-Premises Data Gateway
Managing the On-Premises Data Gateway
On-premises data gateway planning
Gateway clusters
Gateway architectures
Gateway security
Gateway configuration
Managing gateway clusters
Troubleshooting and monitoring gateways
Scheduled data refresh
DirectQuery datasets
Live connections to Analysis Services models
Dashboard cache refresh
Summary
10
Deploying the Power BI Report Server
Deploying the Power BI Report Server
Planning for the Power BI Report Server
Installation
Configuration
Upgrade cycles
Report Server Desktop Application
Report Server Web Portal
Power BI mobile applications
Report server administration
Scale Power BI Report Server
Summary
11
Creating Power BI Apps and Content Distribution
Creating Power BI Apps and Content Distribution
Content distribution methods
Power BI apps
Self-Service BI workspace
Sharing dashboards and reports
SharePoint Online embedding
Custom application embedding
Publish to web
Data alerts
Email Subscriptions
Analyze in Excel
Summary
12
Administering Power BI for an Organization
Administering Power BI for an Organization
Data governance for Power BI
Azure Active Directory
Power BI Admin Portal
Usage metrics reports
Audit logs
Power BI Premium capacities
Summary
13
Scaling with Premium and Analysis Services
Scaling with Premium and Analysis Services
Power BI Premium
Power BI Premium capacity allocation
Premium capacity estimations
Analysis Services
Migration of Power BI Desktop to Analysis Services
Summary
14
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M queries

With the SQL views created, the data sources configured, and the Power BI Desktop environment options applied, the dataset designer can finally develop the data retrieval queries and parameters of the dataset.

Within the Power Query Editor of Power BI Desktop, group folders can be used to organize M queries into common categories such as Data Source Parameters, Staging Queries, Fact table Queries, Dimension Table Queries, and Bridge Table Queries as shown in the following screenshot:

Power Query Editor in Power BI Desktop with group folders

The parameters and queries displayed with a gray font are included in the refresh process of the dataset but not loaded to the data modeling layer. For example, the AdWorksSQLServer query displayed in the preceding image merely exposes the objects of the SQL Server database via the Sql.Database() M function for other queries to reference...

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