Book Image

Microsoft Power BI Quick Start Guide - Second Edition

By : Devin Knight, Mitchell Pearson, Bradley Schacht, Erin Ostrowsky
Book Image

Microsoft Power BI Quick Start Guide - Second Edition

By: Devin Knight, Mitchell Pearson, Bradley Schacht, Erin Ostrowsky

Overview of this book

This revised edition has been fully updated to reflect the latest enhancements to Power BI. It includes a new chapter dedicated to dataflow, and covers all the essential concepts such as installation, designing effective data models, as well as building basic dashboards and visualizations to help you and your organization make better business decisions. You’ll learn how to obtain data from a variety of sources and clean it using Power BI Query Editor. You’ll then find out how you can design your data model to navigate and explore relationships within it and build DAX formulas to make your data easier to work with. Visualizing your data is a key element in this book, and you’ll get to grips rapidly with data visualization styles and enhanced digital storytelling techniques. In addition, you will acquire the skills to build your own dataflows, understand the Common Data Model, and automate data flow refreshes to eradicate data cleansing inefficiency. This guide will help you understand how to administer your organization's Power BI environment so that deployment can be made seamless, data refreshes can run properly, and security can be fully implemented. By the end of this Power BI book, you’ll have a better understanding of how to get the most out of Power BI to perform effective business intelligence.
Table of Contents (12 chapters)
10
Other Books You May Enjoy
11
Index

The Power Query Editor

The Power Query Editor is the primary tool that you will utilize for applying transformations and cleansing processes to your data. This editor can be launched as part of establishing a connection to your data, or by simply clicking Transform Data on the Home ribbon of the Power BI Desktop. When the Power Query Editor is opened, you will notice that it has its own separate environment for you to work in. The environment encapsulates a user-friendly method for working with all of the queries that you will define. Before you dive deep into the capabilities of the Power Query Editor, let's first start by reviewing the key areas of the Power Query Editor interface, as shown in Figure 2.1:

Figure 2.1: First view of the Power Query Editor

Following the numbered figures, let's review some of the most important features of the Power Query Editor:

  1. New Source: This launches the interface to establish your connection details, which is the same interface as the Get data button that you learned about in Chapter 1, Getting Started with Importing Data Options.
  2. The Queries pane: A list of all the queries that you have connected to. From here, you can rename a query, disable the load and modify report refresh capabilities, and organize your queries into groups.
  3. Query Settings: Within this pane, you can rename the query, but more importantly, you can see and change the list of steps, or transforms, that have been applied to your query. If you ever accidentally close this pane, you can relaunch it from the View menu.
  4. Advanced Editor: By launching the Advanced Editor, you can see the M query that is automatically written for you by the Power Query Editor.
  5. Close & Apply: Choosing this option will close the Power Query Editor and load the results into the data model.

With this basic navigation understood, let's start to discuss some of the basics of working with various transforms.