Book Image

Learn Power Query

By : Linda Foulkes, Warren Sparrow
Book Image

Learn Power Query

By: Linda Foulkes, Warren Sparrow

Overview of this book

<p>Power Query is a data connection technology that allows you to connect, combine, and refine data from multiple sources to meet your business analysis requirements. With this Power Query book, you’ll be empowered to work with a variety of data sources to create interactive reports and dashboards using Excel and Power BI. </p><p>You’ll start by learning how to access Power Query across different versions of Excel and install the Power BI engine. After you've explored Power Pivot, you’ll see why Excel users find it challenging to clean data in Power Pivot and learn how Power Query can help to tackle the problem. The book will show you how to transform data using the Query Editor and write functions in Power Query. A dedicated section will focus on functions such as IF, Index, and Modulo, and creating parameters to alter query paths in a table. You’ll also work with dashboards, get to grips with multi-dimensional reporting, and create automated reports. As you advance, you'll cover the M formula language in Power Query, delve into the basic M syntax, and write the M query language with the help of examples such as loading all library functions offline in Excel and Power BI. Finally, the book will demonstrate the difference between M and DAX and show how results are produced in M. </p><p>By the end of this book, you’ll be ready to create impressive dashboards and multi-dimensional reports in Power Query and turn data into valuable insights.</p>
Table of Contents (17 chapters)
Free Chapter
1
Section 1: Overview of Power Pivot and Power Query
6
Section 2: Power Query Data Transformations
11
Section 3: Learning M

Saving, publishing, and sharing a dashboard

This section deals with how to save and publish your interactive dashboard. Before beginning, you need to know that once you publish your dashboard on the web, other people can see the data and run the reports without any authentication, so make sure that this complies with your organization's policy.

To publish a dashboard, do the following:

  1. Go to File | Publish | Publish to Power BI.
  2. Select a location.

    There is also a Publish button on the Home tab, which is a bit easier to access. The following screenshot shows this option:

    Figure 8.38 – The Publish to Power BI window

    Figure 8.38 – The Publish to Power BI window

  3. By default, it will show My workspace:
    Figure 8.39 – The online Power BI portal

    Figure 8.39 – The online Power BI portal

  4. Click on Select and after a few seconds, you will get a message to say that this has been successful.
  5. Click on Got it to get rid of the window.

You have now published the work, but it is not obvious where you have published it to.

There are...