
Microsoft Power BI For Dummies
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Make smarter business decisions with Microsoft PowerBI
Microsoft PowerBI For Dummies gives you the foundation you need to use this powerful software platform to manage your data and gather insight for making better decisions. With PowerBI, you can visualize, model, and interpret large datasets, quickly revealing insights that once took weeks to dig out. This book takes you through the basics of getting your data ready, preparing your analysis, and creating reports. Then, you'll dig into more advanced features using DAX-the PowerBI programming language-even if you have no prior programming experience. This edition covers the latest updates to the software, including AI integration, enhanced customization, and improved real-time collaboration tools.
- Transform raw data into meaningful information and make data-driven decisions
- Import datasets and create dashboards, visualizations, and reports
- Use the Copilot AI assistant to speed up workflows and simplify tasks
- Integrate PowerBI with other Microsoft services like Excel and Azure
Businesses of all sizes can use PowerBI to manage their data. With Microsoft PowerBI For Dummies, you can quickly and easily set up PowerBI, learn the fundamentals, and handle complex reporting.
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Jack Hyman is the founder and principal of HyerTek, a consulting firm providing IT management and implementation services to government and educational institutions. He manages leading cloud platforms and analytics tools from Microsoft, Amazon, Salesforce, and others. Jack is author of several business technology titles in the For Dummies series including Microsoft Power Platform For Dummies and Tableau For Dummies.
Content
- Intro
- Title Page
- Copyright Page
- Table of Contents
- Introduction
- About This Book
- Foolish Assumptions
- What's New in This Edition
- Icons Used in This Book
- Beyond the Book
- Where to Go From Here
- Part 1 Put Your BI Thinking Caps On
- Chapter 1 A Crash Course in Data Analytics Terms: Power BI Style
- What Is Data, Really?
- Working with structured data
- Looking at unstructured data
- Adding semi-structured data to the mix
- Looking Under the Power BI Hood
- Posing questions with Power Query
- Mastering Power BI Visualizations
- Interpreting data with Power Q&A
- Guiding the way with Copilot
- Power BI Desktop
- Power BI Service
- Knowing Your Power BI Terminology
- Capacities
- Workspaces
- Dataflows and datasets
- Reports
- Dashboards
- Navigation pane
- Chapter 2 The Who, How, and What of Power BI
- Highlighting the Who of Power BI
- Business analyst
- Data analyst
- Data engineer
- Data scientist
- Database administrator
- Power BI administrator
- Understanding How Data Comes to Life
- Prepare
- Model
- Visualize
- Analyze
- Manage
- Identifying Your Who and What
- Examining the Various Types of Data Analytics
- Taking a Look at the Big Picture
- Chapter 3 Oh, the Choices: Power BI Versions
- Why Power BI Rather Than Excel?
- Power BI Products in a Nutshell
- Introducing the Power BI license options
- Understanding license options and pricing
- Assessing the licensing options
- Building a Decision Framework
- Planning Your Power BI Governance and Licensing Strategy
- Chapter 4 Power BI: The Highlights
- Power BI Desktop: Connecting, Transforming, and Visualizing Data
- Finding the best view for the job
- Ingesting data
- Files or databases?
- Building data models
- Analyzing data
- Creating and publishing items
- Power BI Service: Sharing Your Work Far and Wide
- Differences between Power BI Desktop and Service
- Viewing and editing reports
- Sharing insights within Power BI Service
- Collaborating inside Power BI Service
- Refreshing data
- Storage modes and dataset types
- Data refresh types
- Part 2 It's Time to Have a Data Party
- Chapter 5 Preparing Data Sources
- Getting Data from the Source
- Managing Data Source Settings
- Working with Shared versus Local Datasets
- Accessing Data via Storage Modes and Modalities
- Considering the Query
- Addressing and correcting performance
- Diagnosing queries
- Chapter 6 Getting Data from Dynamic Sources
- Getting Data from Microsoft-Based File Systems
- Working with Relational and Non-Relational Data Sources
- Importing data from a relational and nonrelational data source
- Importing Data from a Nonrelational Data Source
- Importing JSON File Data into Power BI
- Bringing JSON file data into Power BI Desktop
- Clean up and load your JSON
- Importing Data from Online Sources
- Discovering Modern Semantic Modeling in Power BI and Microsoft Fabric
- Dealing with Modes for Dynamic Data
- Fixing Data Import Errors
- Chapter 7 Cleansing, Transforming, and Loading Your Data
- Engaging Your Detective Skills to Hunt Down Anomalies and Inconsistencies
- Checking those data structures and column properties
- Finding a little help from data statistics
- Stepping through the Data Lifecycle
- Resolving inconsistencies by replacing values
- Removing rows using Power Query
- Digging down to the root cause
- Evaluating and Transforming Column Data Types
- Finding and creating appropriate keys for joins
- Shaping your column data to meet Power Query requirements
- Combining queries
- Appending queries
- Merging queries
- Configuring Queries for Data Loading
- Resolving Errors During Data Import
- Curating Data Using Microsoft Copilot for Power BI
- Enhancing anomaly detection and quality assessment
- Focusing on intelligent data transformation and error resolution
- Getting smart about query operations and relationship discovery
- Part 3 The Art and Science of Power BI
- Chapter 8 Crafting the Semantic Model
- An Introduction to Semantic Models
- Working with data schemas
- Flat schemas
- Star schemas
- Snowflake schemas
- Denormalized and hybrid schemas
- Storing values with measures
- Working with dimensions and fact tables (yet again)
- Flattening hierarchies
- Dealing with Table and Column Properties
- Managing Cardinality and Direction
- Cardinality
- Cross-filter direction
- Chapter 9 Designing and Deploying Semantic Models
- Creating a Semantic Model Masterpiece
- Working with the Table view and Model view
- Importing queries
- Defining data types
- Handling formatting and data type properties
- Managing tables
- Adding tables
- Renaming tables
- Deleting tables
- Renaming and deleting columns
- Adding and modifying data in tables
- Adding and modifying data to imported, DirectQuery, and composite models
- Managing Relationships
- Creating automatic relationships
- Creating manual relationships
- Deleting relationships
- Classifying and codifying data in tables
- Arranging Data
- Sorting by and grouping by
- Hiding data
- Working with Extended Semantic Models
- Knowing the calculation types
- Working with column contents and joins
- Publishing Data Models
- Chapter 10 Perfecting the Semantic Model
- Matching Queries with Capacity
- Deleting Unnecessary Columns and Rows
- Ditching columns
- Limiting the number of rows from the get-go
- Swapping Numeric Columns with Measures and Variables
- Reducing Cardinality
- Reducing Queries
- Converting to a Composite Model
- Creating and Managing Aggregations
- The creation part
- The managing part
- Chapter 11 Visualizing Data
- Looking at Report Fundamentals and Visualizations
- Creating visualizations
- Choosing a visualization
- Filtering data
- Working with bar charts and column charts
- Stacked bar charts and stacked column charts
- Clustered bar charts and clustered column charts
- 100% stacked bar charts and 100% stacked column charts
- Using basic line charts and area charts
- Combining line charts and bar charts
- Working with ribbon charts
- Visualizing progressions with waterfall charts
- Tracking decreasing quantities with funnel charts
- Identifying relationships with scatter charts
- Eyeing percentages with pie charts and donut charts
- Branching out with treemaps
- Representing where data occurs with maps
- Showing progress with indicators
- Gauges
- Cards and multi-cards
- Key performance indicators
- Dealing with Table-Based and Complex Visualizations
- Laser focusing on data with slicers
- Digging into data with table visualizations
- Combing through data with matrices
- Breaking down data with decomposition trees
- Focusing in on key influencers
- Creating Charts with the Q&A Feature
- Adding Smart Narratives for Busy People
- Chapter 12 Pumping Out Reports
- Formatting and Configuring Report Visualizations
- Working with basic visualization configurations
- Applying conditional formatting
- Filtering and Sorting
- Configuring the Report Page
- Refreshing Data
- Working with reports
- Finding migrated data
- Exporting reports
- Perfecting reports for distribution
- Chapter 13 Diving into Dashboarding
- Creating a New Dashboard
- Enriching Your Dashboard with Content
- Pinning Reports
- Customizing with Themes
- Working with Dashboard Layouts
- Setting Alerts and Establishing Subscriptions
- Subscribing to Reports and Dashboards
- Chapter 14 Sharing and the Power BI Workspace
- Working Together in a Workspace
- Defining the types of workspaces
- Getting started with workspaces
- Creating and configuring the workspace
- Wandering into access management
- Dealing with settings and storage
- Creating and Configuring Apps
- Slicing and Dicing Data
- Analyzing in Excel
- Benefiting from Quick Insights
- Using Usage Metric reports
- Troubleshooting the Use of Data Lineage
- Datasets, Dataflows, and Lineage
- Defending Your Data Turf
- Part 4 Oh, No! There's a Power BI Programming Language!
- Chapter 15 Digging into DAX
- Discovering DAX
- Peeking under the DAX hood
- Establishing syntax
- Conceiving context
- Formulating functions
- Working with calculations
- Measures
- Calculated columns
- Calculated tables
- Dealing with Data Types
- Operating with Operators
- Ordering operators
- Parentheses and order
- Making a Statement
- Ensuring Compatibility
- Chapter 16 Digging Deeper into DAX
- Working with DAX Parameters and Naming Conventions
- Prefixing parameter names
- Playing with parameters
- Using Formulas and Functions
- Working with Variables
- Writing DAX Formulas
- Understanding DAX formulas in depth
- Extending formulas with measures
- Implicit and explicit measures
- Summarization of non-numeric data
- Reasoning for implicit measures
- Simple and compound measures
- Comparing measures and columns
- Syntax and context
- The syntax of an expression
- Best Practices for DAX Coding and Debugging in Power BI
- Testing DAX Queries with DAX Query view
- Using error functions properly
- Avoiding converting blanks to values
- Knowing the difference between operators and functions
- Getting specific
- Knowing what to COUNT
- Preferring measures over columns
- Seeing that structure matters
- Part 5 Enhancing Your Power BI Experience
- Chapter 17 Making Your Data Shine
- Establishing a Schedule
- Rolling out the scheduled refresh
- Refreshing on-premises data
- Protecting the Data Fortress
- Configuring for group membership
- Making security role assignments in Power BI Service
- Sharing the Data Love
- Refreshing Data in Baby Steps
- Creating RangeStart and RangeEnd parameters
- Filtering by RangeStart and RangeEnd
- Establishing the Incremental Refresh policy
- Treating Data Like Gold
- Configuring for Big Data
- Governing Your Power BI Data
- Chapter 18 Extending the Power BI Experience
- Linking Power Platform and Power BI
- Powering Up with Power Apps
- Creating Power App visuals with Power BI
- Acknowledging the limitations of Power Apps/Power BI integration
- Integrating OneDrive, SharePoint, and Teams with Power BI
- Integrating files from OneDrive
- Integrating files from SharePoint and Teams
- Integrating with a SharePoint and Teams list
- Embedding Power BI Reports in SharePoint Online
- Preparing your report in Power BI Service
- Add the report to a SharePoint page
- Automating Workflow with Power Automate and Power BI
- Using prebuilt flows with Power BI
- Adding the Power Automate visual in Power BI
- Unleashing Dynamics 365 for Data Analytics
- Collaboration with Microsoft Teams and Power BI
- Chapter 19 Enhancing Power BI with Fabric and Copilot
- Knowing When to Introduce Fabric and Copilot
- Getting to Know Fabric for Power BI
- Fabric Workspaces versus Power BI Workspaces
- Storage options in Fabric
- Preparing and Managing Data with Fabric
- Meet Dataflows in Fabric
- Cleaning and transforming data
- Sharing and Refreshing Dataflows
- Connecting to Power BI Reports
- Using Dataflow data in reports
- Building from Lakehouse data
- Exploring Direct Lake Mode
- Getting Smarter with Copilot
- Prepping a semantic model with Copilot
- Writing DAX with Copilot
- Creating reports and narrative insights with Copilot
- Best Practices and Pitfalls When Using Fabric and Copilot with Power BI
- Part 6 The Part of Tens
- Chapter 20 Ten Ways to Optimize DAX Using Power BI
- Focusing on Logic
- Formatting Your Code
- Keeping the Structure Simple (KISS)
- Staying Clear of Certain Functions
- Making Your Measures Meaningful
- Filtering with a Purpose
- Transforming Data Purposefully
- Playing Hide-and-Seek with Your Columns
- Optimizing for Large Models
- Rinse, Repeat, Recycle
- Chapter 21 Ten Ways to Make Accessible and User-Friendly Reports
- Navigating with the Keyboard
- Having a Screen Reader As Your Companion
- Standing Out with Contrast
- Recognizing Size Matters (with Focus Mode)
- Switching between Data Tables and Visualizations
- A Little Extra Text Goes a Long Way
- Setting Rank and Tab Order
- It's All About Titles and Labels
- Leaving Your Markers
- Keeping with a Theme
- Chapter 22 Ten Useful Power BI Resources
- Microsoft Learn
- Microsoft Documentation
- Power BI Social Forums
- Power BI Video Channel
- Definitive News Source
- Podcast
- Learning Platforms for Power BI Skills
- Programming Language Tutorials
- GitHub Repositories and Sample Templates
- Annual Events and Conferences
- Index
- EULA
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