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Mastering Microsoft Power BI

By : Powell

3.2 (21)

Mastering Microsoft Power BI

3.2 (21)

By: 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.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

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Free Chapter

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

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

Designing Import and DirectQuery Data Models

Designing Import and DirectQuery Data Models

Dataset layers

The Data Model

Relationships

Model metadata

Optimizing performance

Summary

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

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

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

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

Managing Application Workspaces and Content

Managing Application Workspaces and Content

Application workspaces

Staged deployments

Dashboard data classifications

Version control

Metadata management

Summary

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

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

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

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

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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Custom application embedding

In addition to SharePoint Online embedding, the Power BI API can be leveraged to embed reports, dashboards, and individual dashboard tiles into any custom application. With the Power BI Premium capacity provisioned, content developed in the Power BI service can be embedded in new or existing applications for an organization so that Power BI Free users are able to view this content. Depending on the Power BI Premium SKU purchased, an organization can exclusively embed Power BI content in their application(s) or use embedding along with the Power BI service portal for content consumption.

Two kinds of Power BI Premium SKUs are available in the Office 365 portal that support embedding: P SKUs and EM SKUs. The EM SKUs are exclusive to custom applications and other software as a service (SaaS) offerings, such as SharePoint Online and teams. Power BI Free...

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