
Power BI for the Excel Analyst
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Content
- Intro
- PublishingReportBasic
- ConnectToDatasetWithExcel
- CreatingAWorkspace
- ScheduledRefresh
- Foreword
- Power Pivot and Power Query - the Parents of Power BI
- Why I Wrote this Book
- Acknowledgements
- Chapter 1 - Getting Started with Power BI
- Getting Set Up
- Using this Book and Downloading Sample Files
- Download the Exercises and view the List of URLs
- The PBI.guide Website
- Chapter 2 - First Look - an Introduction to Power BI Desktop
- Interacting with a Power BI Report
- Introducing Power Query
- Importing and Cleaning Data using Power Query
- Summary of Your Introduction to Power Query
- Chapter 3 - Publishing Your Report
- Signing in to PowerBI.com for the First Time
- The PowerBI.com Experience (aka "the Service")
- Creating a Workspace
- Power BI Licence Options: A Brief Overview
- Chapter 4 - Files Stored in SharePoint/OneDrive for Business
- Step 1: Finding the Connection Path
- Step 2: Using the Power BI Desktop Web Connection
- Step 3: Pulling the Data into Power BI
- Step 4: Build a Simple Visual
- Step 5: Publish to Your New Workspace
- Step 6: Set up a Scheduled Refresh
- Chapter 5 - Creating a Power BI Model
- Using a Template File with a Pre-built Calendar Table
- Creating Relationships Between Tables
- Managing Sort Order
- Adding Additional "Lookup/Dimension" Tables
- Adjusting Power BI Visuals
- Filtering via Slicers and the Filter Panel
- Exploring More Visuals
- Chapter 6 - Getting Your Data into the "Right Shape"
- Power Query's Two Best Features in One Chapter!
- Comparing Data from Two Fact Tables
- Chapter 7 - DAX (Data Analysis eXpressions)
- Writing Your First DAX Measure
- Storing Measures in their Own Dedicated Table
- Year to Date Measure
- Prior Year Comparison and the CALCULATE Function
- Removing Filters
- Formatting Your DAX
- Ratios and Percentages Using DIVIDE
- Virtual Calculated Columns using the X Functions
- Dealing with Multiple Date Fields in Your Fact Table
- Organising Measures into Folders
- DAX - Next Steps in Your Learning
- Chapter 8 - The Calendar Table
- Turning Off Auto Date/Time for New Files
- Power Query Advanced Editor
- Copying Queries Between files
- Changing the Display Order of Fields
- Marking as Date Table
- Chapter 9 - Creating a Template File
- Setting Your Default Theme Fonts and Colours
- Adding a Measures Table
- Using Your Template
- Editing/Updating Templates
- Chapter 10 - Intermission for Excel Fans
- A Little History of Power BI
- A Demonstration of Excel's "Power" Features
- Create an Interactive Pivot Chart
- Chapter 11 - Enrich Your Power BI Report
- Conditional Formatting
- Tooltips
- Drill-through Page
- Report Design Tips
- Making Analysis Easier
- Natural Language Queries and AI-Driven Insights
- Chapter 12 - Sharing Your Reports via Apps
- Publish Your Report to the Workspace
- Create an App from Your Workspace
- Sharing the App
- Updating a Report and an App
- Scheduling a Refresh where a Gateway is Required
- Chapter 13 - Additional Important Features
- Row-Level Security
- Dataflows
- Connecting to a Dataset via Power BI Desktop
- Chapter 14 - Where Do We Go from Here?
- Some Topics We Didn't Cover.
- Next Steps in Your Power BI Journey
- Index
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