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

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Microsoft Power BI Complete Reference
Devin Knight | Brian Knight | Mitchell Pearson | Manuel Quintana | Brett Powell
Dec, 2018 | 13 hours 14 minutes
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Table of Contents (25 chapters)
Title Page
Title Page
About Packt
About Packt
Contributors
Contributors
Preface
Preface
Free Chapter
1
Getting Started with Importing Data Options
Getting Started with Importing Data Options
Getting started
Importing data
DirectQuery
Live Connection
Which should I choose?
Summary
2
Data Transformation Strategies
Data Transformation Strategies
The Power Query Editor
Transform basics
Advanced data transformation options
Leveraging R
M formula language
Summary
3
Building the Data Model
Building the Data Model
Building relationships
Working with complex relationships
Usability enhancements
Summary
4
Leveraging DAX
Leveraging DAX
Building calculated columns
Calculated measures – the basics
Summary
5
Visualizing Data
Visualizing Data
Data visualization basics
Visuals for filtering
Visualizing tabular data
Visualizing categorical data
Visualizing trend data
Visualizing KPI data
Visualizing geographical data
Leveraging Power BI custom visuals
Data visualization tips and tricks
Summary
6
Using a Cloud Deployment with the Power BI Service
Using a Cloud Deployment with the Power BI Service
Deploying to the Power BI service
Creating and interacting with dashboards
Sharing your dashboards
Setting up row-level security
Scheduling data refreshes
Summary
7
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
8
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
9
Designing Import and DirectQuery Data Models
Designing Import and DirectQuery Data Models
Dataset layers
The Data Model 
Relationships
Model metadata
Optimizing performance
Summary
10
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
11
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
12
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
13
Designing Power BI Dashboards and Architectures
Designing Power BI Dashboards and Architectures
Dashboards versus reports
Multi-dashboard architectures
Dashboard tiles
Live report pages
Mobile-optimized dashboards
Summary
14
Managing Application Workspaces and Content
Managing Application Workspaces and Content
Application workspaces
Staged deployments
Dashboard data classifications
Version control
Metadata management
Summary
15
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
DirectQuery datasets
Live connections to Analysis Services models
Dashboard cache refresh
Summary
16
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
17
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
18
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
19
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
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Index
Index

Usability enhancements

Usability enhancements are those enhancements that can significantly improve the overall user experience when interacting with the data model. In order to ensure a successful handoff and adoption of the work you have done, it is important to not overlook these rather basic improvements.

 

In this section, we are going to cover the following usability enhancements:

  1. Hiding tables and columns
  2. Renaming tables and columns
  3. Changing the default summarization property
  4. How to display one column but sort by another
  5. Setting the data category of fields
  6. How to create hierarchies

Hiding tables and columns

Some tables are available in the data model simply in a support capacity, and would never be used in a report. For example, you may have a table to support many-to-many relationships, weighted allocation, or even dynamic security. Likewise, some columns are necessary for creating relationships in the data model but would not add any value when added to a report. Tables or columns that will...

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