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Microsoft Power BI Quick Start Guide

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

3.8 (10)

Buy this Book

Microsoft Power BI Quick Start Guide

3.8 (10)

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

Buy this Book

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

Preface

Who this book is for

What this book covers

To get the most out of this book

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Free Chapter

Getting Started with Importing Data Options

Getting started

Importing data

DirectQuery

Live Connection

Which should I choose?

Summary

Data Transformation Strategies

The Power Query Editor

Transform basics

Advanced data transformation options

Leveraging R

M formula language

Summary

Building the Data Model

Building relationships

Working with complex relationships

Usability enhancements

Summary

Leveraging DAX

Building calculated columns

Calculated measures – the basics

Summary

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

Digital Storytelling with Power BI

Configuring drillthrough filters

Storytelling with the Selection pane and bookmarks

Summary

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

On-Premises Solutions with Power BI Report Server

Deploying to Power BI Report Server

Securing reports

Scheduling data refreshes

Summary

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Scheduling data refreshes

Refreshing data in Power BI Report Server comes with a lot more caveats than using the Power BI cloud service. For example, refreshing is contingent on the data source that the report is using. Since you've installed this server inside your firewall, there's no need for a data management gateway to refresh the data either. As you create refreshing schedules, the server will simply create SQL Server Agent jobs to control the refreshes, such as Reporting Services. Because of this, SQL Agent must be started in order to create scheduled refreshes.

If you plan on refreshing data sources that are derived from files, make sure you use a network path for that file (\\computername\sharename\file.csv), not a local path (such as C:\Downloads\File.csv). You can do this in Power BI Desktop by going to the Home ribbon and selecting Edit Queries | Data Source...