Book Image

Microsoft Power BI Quick Start Guide

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

Microsoft Power BI Quick Start Guide

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

Overview of this book

Microsoft Power BI is a cloud-based service that helps you easily visualize and share insights using your organization's data.This book will get you started with business intelligence using the Power BI toolset, covering essential concepts such as installation,designing effective data models, as well as building basic dashboards and visualizations to make your data come to life You will learn how to get your data the way you want – connecting to data sources sources and how to clean your data with the Power BI Query Editor. You will next learn how to properly design your data model to make your data easier to work with.. You will next learn how to properly design your data model to navigate table relationships and build DAX formulas to make your data easier to work with. Visualizing your data is another key element of this book, and you will learn how to follow proper data visualization styles and enhanced digital storytelling techniques. By the end of this book, you will understand how to administer your organization's Power BI environment so deployment can be made seamless, data refreshes can run properly, and security can be fully implemented
Table of Contents (10 chapters)

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.

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 Deskstop

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.