Beginning Power BI : A Practical Guide to Self-Service Data Analytics with Excel 2016 and Power BI Desktop

Front Matter....Pages i-xvii Front Matter....Pages 1-1 Introducing Power Pivot....Pages 3-18 Importing Data into Power Pivot....Pages 19-54 Data Munging with Power Query....Pages 55-75 Creating the Data Model....Pages 77-99 Creating Calculations with DAX....Pages 101-117 Creating Measures with DAX....Pages 119-143 Incorporating Time Intelligence....Pages 145-164 Data Analysis with Pivot Tables and Charts....Pages 165-189 Front Matter....Pages 191-191 Introducing Power BI Desktop....Pages 193-216 Creating Reports with Power BI Desktop....Pages 217-249 Publishing Reports and Creating Dashboards in the Power BI Portal....Pages 251-281 Creating a Complete Solution....Pages 283-300 Advanced Topics in Power Query....Pages 301-318 Advanced Topics in Power BI....Pages 319-342 Back Matter....Pages 343-348 Contents at a Glance 4 Contents 6 About the Author 11 About the Technical Reviewer 12 Acknowledgments 13 Introduction 14 Part I: Building Models in Power Pivot 15 Chapter 1: Introducing Power Pivot 16 Why Use Power Pivot? 16 The xVelocity In-memory Analytics Engine 17 Enabling Power Pivot for Excel 18 Exploring the Data Model Manager Interface 21 Summary 31 Chapter 2: Importing Data into Power Pivot 32 Importing Data from Relational Databases 32 Importing Data from Text Files 47 Importing Data from a Data Feed 52 Importing Data from an OLAP Cube 54 Reusing Existing Connections to Update the Model 56 Summary 67 Chapter 3: Data Munging with Power Query 68 Discovering and Importing Data 68 Transforming, Cleansing, and Filtering Data 71 Merging and Shaping Data 74 Grouping and Aggregating Data 78 Inserting Calculated Columns 80 Summary 88 Chapter 4: Creating the Data Model 89 What Is a Data Model? 89 Creating Table Relations 91 Creating a Star Schema 95 Understanding When to Denormalize the Data 97 Creating Linked Tables 98 Creating Hierarchies 100 Making a User-Friendly Model 100 Summary 111 Chapter 5: Creating Calculations with DAX 112 What Is DAX? 112 Implementing DAX Operators 115 Working with Text Functions 116 Using DAX Date and Time Functions 118 Using Informational and Logical Functions 119 Getting Data from Related Tables 120 Using Math, Trig, and Statistical Functions 121 Tips for Creating Calculations in Power Pivot 123 Summary 128 Chapter 6: Creating Measures with DAX 129 Measures vs. Attributes 129 Creating Common Aggregates 131 Mastering Data Context 134 Altering the Query Context 135 Using Filter Functions 137 Creating KPIs 142 Summary 153 Chapter 7: Incorporating Time Intelligence 154 Date-Based Analysis 154 Creating a Date Table 156 Time Period–Based Evaluations 159 Shifting the Date Context 160 Using Single Date Functions 164 Creating Semi-Additive Measures 165 Summary 173 Chapter 8: Data Analysis with Pivot Tables and Charts 174 Pivot Table Fundamentals 174 Slicing the Data 177 Adding Visualizations to a Pivot Table 179 Working with Pivot Charts 183 Using Multiple Charts and Tables 187 Using Cube Functions 189 Summary 198 Part II: Building Interactive Reports and Dashboards with Power BI Desktop 199 Chapter 9: Introducing Power BI Desktop 200 Setting Up the Power BI Environment 200 Getting, Cleaning, and Shaping Data 203 Creating Table Relationships 209 Adding Calculations and Measures 214 Incorporating Time-based Analysis 217 Summary 223 Chapter 10: Creating Reports with Power BI Desktop 224 Creating Tables and Matrices 224 Constructing Bar, Column, and Pie Charts 229 Building Line and Scatter Charts 236 Creating Map-Based Visualizations 241 Linking Visualizations in Power BI 246 Drilling Through Visualizations 250 Summary 256 Chapter 11: Publishing Reports and Creating Dashboards in the Power BI Portal 257 Creating a User-Friendly Model 257 Publishing Power BI Desktop Files to the Power BI Service 260 Adding Tiles to a Dashboard 263 Sharing Dashboards 268 Refreshing Data in Published Reports 272 Summary 287 Chapter 12: Creating a Complete Solution 288 Use Case 1: Reseller Sales Analysis 288 Load the Data 288 Create the Model 289 Create Calculated Columns 291 Create Measures 291 Create the Dashboard 293 Use Case 2: Sales Quota Analysis 295 Load the Data 295 Create the Model 299 Create Measures 300 Create the Report 301 Use Case 3: Sensor Analysis 302 Load the Data 303 Summary 305 Chapter 13: Advanced Topics in Power Query 306 Writing Queries with M 306 Creating and Using Parameters 309 Creating and Using Functions 314 Summary 323 Chapter 14: Advanced Topics in Power BI 324 Using Custom Visuals 324 Implementing Geo-spatial Analysis 328 Implementing Row-Based Security 333 Creating Templates and Content Packs 335 Summary 347 Index 348 Analyze your company’s data quickly and easily using Microsoft’s latest tools. Build scalable and robust data models to work from. Learn to clean and combine different data sources effectively. Create compelling visualizations and share them with your colleagues. Author **Dan Clark** takes you through each topic using step-by-step activities and plenty of screen shots to help familiarize you with the tools. This second edition includes new material on advanced uses of Power Query, along with the latest user guidance on the evolving Power BI platform. __Beginning Power BI__ is your hands-on guide to quick, reliable, and valuable data insight. **What You Will Learn** * Simplify data discovery, association, and cleansing * Create solid analytical data models * Create robust interactive data presentations * Combine analytical and geographic data in map-based visualizations * Publish and share dashboards and reports **Who This Book Is For** Business analysts, database administrators, developers, and other professionals looking to better understand and communicate with data. Analyze your company's data quickly and easily using Microsoft's latest tools. You will learn to build scalable and robust data models to work from, clean and combine different data sources effectively, and create compelling visualizations and share them with your colleagues. Author Dan Clark takes you through each topic using step-by-step activities and plenty of screen shots to help familiarize you with the tools. This second edition includes new material on advanced uses of Power Query, along with the latest user guidance on the evolving Power BI platform. Beginning Power BI is your hands-on guide to quick, reliable, and valuable data insight. What You'll Learn Simplify data discovery, association, and cleansing Build solid analytical data models Create robust interactive data presentations Combine analytical and geographic data in map-based visualizations Publish and share dashboards and reports Who This Book Is For Business analysts, database administrators, developers, and other professionals looking to better understand and communicate with data Analyze your company's data quickly and easily using Microsoft's latest tools. You will learn to build scalable and robust data models to work from, clean and combine different data sources effectively, and create compelling visualizations and share them with your colleagues. Author Dan Clark takes you through each topic using step-by-step activities and plenty of screen shots to help familiarize you with the tools. This second edition includes new material on advanced uses of Power Query, along with the latest user guidance on the evolving Power BI platform. Beginning Power BI is your hands-on guide to quick, reliable, and valuable data insight. -- Provided by publisher