
Microsoft Power BI Complete Reference
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Content
- Cover
- Title Page
- Copyright
- About Packt
- Contributors
- Table of Contents
- Preface
- Chapter 1: Getting Started with Importing Data Options
- Getting started
- Importing data
- Excel as a source
- SQL Server as a source
- Web as a source
- DirectQuery
- Limitations
- Live Connection
- Limitations
- Which should I choose?
- Summary
- Chapter 2: Data Transformation Strategies
- The Power Query Editor
- Transform basics
- Use First Row as Headers
- Remove Columns
- Change type
- Add Column From Examples
- Advanced data transformation options
- Conditional Columns
- Fill Down
- Unpivot
- Merging Queries
- Appending Queries
- Leveraging R
- Installation and configuration
- The R Script transform
- M formula language
- #shared
- Summary
- Chapter 3: Building the Data Model
- Building relationships
- Editing relationships
- Creating a new relationship
- Working with complex relationships
- Many-to-many relationships
- Cross-filtering direction
- Enabling filtering from the many side of a relationship
- Role-playing tables
- Importing the date table
- Usability enhancements
- Hiding tables and columns
- Renaming tables and columns
- Default summarization
- How to display one column but sort by another
- Data categorization
- Creating hierarchies
- Summary
- Chapter 4: Leveraging DAX
- Building calculated columns
- String functions - Month, Year
- Format function - Month Year
- Age calculation
- SWITCH() - age breakdown
- Navigation functions - RELATED
- Calculated measures - the basics
- Calculated measure - basic aggregations
- Total Sales
- Total Cost
- Profit
- Profit Margin
- Optional parameters
- Filter context
- Calculate
- Percentage of total calculation
- Time intelligence
- Year to Date Sales
- YTD Sales (Fiscal Calendar)
- Prior Year Sales
- Summary
- Chapter 5: Visualizing Data
- Data visualization basics
- Visuals for filtering
- Interactive filtering
- The Slicer visual
- Visualizing tabular data
- The table visual
- The Matrix visual
- Visualizing categorical data
- Bar and Column charts
- Pie and Donut charts
- The Treemap visual
- The Scatter chart
- Visualizing trend data
- Line and Area charts
- Combo charts
- The Ribbon Chart
- The Waterfall Chart
- The Funnel Chart
- Visualizing KPI data
- The Gauge visual
- The KPI visual
- Visualizing geographical data
- The Map visual
- The Filled Map visual
- The Shape Map visual
- The ArcGIS Map visual
- Leveraging Power BI custom visuals
- Data visualization tips and tricks
- Edit interactions
- The Analytics pane
- The Top N filter
- Show value as
- Summary
- Chapter 6: Using a Cloud Deployment with the Power BI Service
- Deploying to the Power BI service
- DATASETS
- WORKBOOKS
- Creating and interacting with dashboards
- Creating your first dashboard
- Asking your dashboard a question
- Subscribing to reports and dashboards
- Sharing your dashboards
- Workspaces
- Setting up row-level security
- Scheduling data refreshes
- Summary
- Chapter 7: Planning Power BI Projects
- Power BI deployment modes
- Corporate BI
- Self-Service Visualization
- Self-Service BI
- Choosing a deployment mode
- Project discovery and ingestion
- Sample Power BI project template
- Sample template - Adventure Works BI
- Power BI project roles
- Dataset designer
- Report authors
- Power BI admin
- Project role collaboration
- Power BI licenses
- Power BI license scenarios
- Power BI Premium features
- Data warehouse bus matrix
- Dataset design process
- Selecting the business process
- Declaring the grain
- Identifying the dimensions
- Defining the facts
- Data profiling
- Dataset planning
- Data transformations
- DirectQuery mode
- Sample project analysis
- Summary
- Chapter 8: Connecting to Sources and Transforming Data with M
- Query design per dataset mode
- Import mode dataset queries
- DirectQuery dataset queries
- Data sources
- Authentication
- Data source settings
- Privacy levels
- Power BI as a data source
- Power BI Desktop options
- Global options
- CURRENT FILE options
- SQL views
- SQL views versus M queries
- SQL view examples
- Date dimension view
- Mark As Date Table
- Product Dimension view
- Slowly-changing dimensions
- M queries
- Data Source Parameters
- Staging Queries
- DirectQuery staging
- Fact and dimension queries
- Source Reference Only
- M query summary
- Excel workbook - Annual Sales Plan
- Data types
- Item access in M
- DirectQuery report execution
- Bridge Tables Queries
- Parameter Tables
- Security Tables
- Query folding
- Partial query folding
- M Query examples
- Trailing three years filter
- Customer history column
- Derived column data types
- Product dimension integration
- M editing tools
- Advanced Editor
- Visual Studio Code
- Visual Studio
- Summary
- Chapter 9: Designing Import and DirectQuery Data Models
- Dataset layers
- Dataset objectives
- Competing objectives
- External factors
- The Data Model
- The Relationships View
- The Data View
- The Report View
- Fact tables
- Fact table columns
- Fact column data types
- Fact-to-dimension relationships
- Bridge tables
- Parameter tables
- Measure groups
- Last refreshed date
- Measure support logic
- Relationships
- Uniqueness
- Ambiguity
- Model metadata
- Visibility
- Column metadata
- Default Summarization
- Data format
- Data category
- Field descriptions
- Optimizing performance
- Import
- Columnar compression
- Memory analysis via DMVs
- DirectQuery
- Optimized DAX functions
- Columnstore and HTAP
- Summary
- Chapter 10: Developing DAX Measures and Security Roles
- DAX measures
- Measure evaluation process
- Row context
- Scalar and table functions
- The CALCULATE() function
- Related tables
- The FILTER() function
- DAX variables
- Base measures
- Measure support expressions
- KPI Targets
- Current and prior periods
- Date intelligence metrics
- Current versus prior and growth rates
- Rolling periods
- Dimension metrics
- Missing dimensions
- Ranking metrics
- Dynamic ranking measures
- Security roles
- Dynamic row-level security
- Performance testing
- DAX Studio
- Tracing a Power BI dataset via DAX Studio
- Summary
- Chapter 11: Creating and Formatting Power BI Reports
- Report planning
- Power BI report architecture
- Live connections to Power BI datasets
- Customizing Live connection reports
- Switching source datasets
- Visualization best practices
- Visualization anti-patterns
- Choosing the visual
- Tables versus charts
- Chart selection
- Visual interactions
- Edit interactions
- What-if parameters
- Slicers
- Slicer synchronization
- Custom slicer parameters
- Report filter scopes
- Report filter conditions
- Report and page filters
- Page filter or slicer?
- Relative date filtering
- Visualization formatting
- Visual-level formatting
- Line and column charts
- Tooltips
- Report page tooltips
- Column and line chart conditional formatting
- Column chart conditional formatting
- Line chart conditional formatting
- Table and matrix
- Table and matrix conditional formatting
- Values as rows
- Scatter charts
- Map visuals
- Bubble map
- Filled map
- Mobile-optimized reports
- Responsive visuals
- Report design summary
- Summary
- Chapter 12: Applying Custom Visuals, Animation, and Analytics
- Drillthrough report pages
- Custom labels and the back button
- Multi-column drillthrough
- Bookmarks
- Selection pane and the Spotlight property
- Custom report navigation
- View mode
- ArcGIS Map visual for Power BI
- ArcGIS Maps Plus subscriptions
- Waterfall chart breakdown
- Analytics pane
- Trend Line
- Forecast line
- Quick Insights
- Explain the increase/decrease
- Custom visuals
- Adding a custom visual
- Power KPI visual
- Chiclet Slicer
- Impact Bubble Chart
- Dot Plot by Maq Software
- Animation and data storytelling
- Play axis for scatter charts
- Pulse Chart
- Summary
- Chapter 13: Designing Power BI Dashboards and Architectures
- Dashboards versus reports
- Multi-dashboard architectures
- Single-dashboard architecture
- Multiple-dashboard architecture
- Organizational dashboard architecture
- Multiple datasets
- Dashboard tiles
- Tile details and custom links
- Images and text boxes
- SQL Server Reporting Services
- Excel workbooks
- Live report pages
- Mobile-optimized dashboards
- Summary
- Chapter 14: Managing Application Workspaces and Content
- Application workspaces
- Workspace roles and rights
- Workspace admins
- Workspace members
- My Workspace
- Staged deployments
- Workspace datasets
- Power BI REST API
- Client application ID
- Workspace and content IDs
- PowerShell sample scripts
- Dashboard data classifications
- Version control
- OneDrive for Business version history
- Source control for M and DAX code
- Metadata management
- Field descriptions
- Creating descriptions
- View field descriptions
- Metadata reporting
- Query field descriptions
- Standard metadata reports
- Server and database parameters
- Querying the DMVs from Power BI
- Integrating and enhancing DMV data
- Metadata report pages
- Summary
- Chapter 15: Managing the On-Premises Data Gateway
- On-premises data gateway planning
- Top gateway planning tasks
- Determining whether a gateway is needed
- Identifying where the gateway should be installed
- Defining the gateway infrastructure and hardware requirements
- On-premises data gateway versus personal mode
- Gateway clusters
- Gateway architectures
- Gateway security
- Gateway configuration
- The gateway service account
- TCP versus HTTPS mode
- Managing gateway clusters
- Gateway administrators
- Gateway data sources and users
- PowerShell support for gateway clusters
- Troubleshooting and monitoring gateways
- Restoring, migrating, and taking over a gateway
- Gateway log files
- Performance Monitor counters
- DirectQuery datasets
- Single sign-on to DirectQuery sources via Kerberos
- Live connections to Analysis Services models
- Azure Analysis Services refresh
- Dashboard cache refresh
- Summary
- Chapter 16: Deploying the Power BI Report Server
- Planning for the Power BI Report Server
- Feature differences with the Power BI service
- Parity with SQL Server Reporting Services
- Data sources and connectivity options
- Hardware and user licensing
- Pro licenses for report authors
- Alternative and hybrid deployment models
- Report Server reference topology
- Installation
- Hardware and software requirements
- Analysis Services Integrated
- Retrieve the Report Server product key
- Migrating from SQL Server Reporting Services
- Configuration
- Service Account
- Remote Report Server Database
- Office Online Server for Excel Workbooks
- Upgrade cycles
- Report Server Desktop Application
- Running desktop versions side by side
- Report Server Web Portal
- Scheduled data refresh
- Data source authentication
- Power BI mobile applications
- Report server administration
- Securing Power BI report content
- Execution logs
- Scale Power BI Report Server
- Summary
- Chapter 17: Creating Power BI Apps and Content Distribution
- Content distribution methods
- Power BI apps
- Licensing apps
- App deployment process
- User permissions
- Publishing apps
- Installing apps
- Apps on Power BI mobile
- App updates
- Dataset-to-workspace relationship
- Self-Service BI workspace
- Self-Service content distribution
- Risks to Self-Service BI
- Sharing dashboards and reports
- Sharing scopes
- Sharing versus Power BI apps
- SharePoint Online embedding
- Custom application embedding
- Publish to web
- Data alerts
- Microsoft Flow integration
- Email Subscriptions
- Analyze in Excel
- Power BI Publisher for Excel
- Summary
- Chapter 18: Administering Power BI for an Organization
- Data governance for Power BI
- Implementing data governance
- Azure Active Directory
- Azure AD B2B collaboration
- Licensing external users
- Conditional access policies
- Power BI Admin Portal
- Usage metrics
- Users and Audit logs
- Tenant settings
- Embed Codes
- Organizational Custom visuals
- Usage metrics reports
- Audit logs
- Audit log monitoring solutions
- Audit logs solution template
- Power BI Premium capacities
- Capacity allocation
- Create, size, and monitor capacities
- Change capacity size
- Monitor premium capacities
- App workspace assignment
- Capacity admins
- Summary
- Chapter 19: Scaling with Premium and Analysis Services
- Power BI Premium
- Power BI Premium capabilities
- Corporate Power BI datasets
- Limitation of Corporate BI datasets - Reusability
- Premium capacity nodes
- Frontend versus backend resources
- Power BI Premium capacity allocation
- Corporate and Self-Service BI capacity
- Power BI Premium resource utilization
- Data model optimizations
- Report and visualization optimizations
- Premium capacity estimations
- Analysis Services
- Analysis Services Models versus Power BI Desktop
- Scale
- Usability
- Development and management tools
- Azure Analysis Services versus SSAS
- SSAS to Azure AS Migration
- Provision Azure Analysis Services
- Migration of Power BI Desktop to Analysis Services
- Summary
- Other Books You May Enjoy
- Index
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