Name: Microsoft Power BI Complete Reference
Author: Devin Knight Brian Knight Mitchell Pearson Manuel Quintana Brett Powell
ISBN: 9781789955637

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Microsoft Power BI Complete ReferenceDevin Knight Brian Knight Mitchell Pearson Manuel Quintana Brett Powell

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Microsoft Power BI Complete Reference

Devin Knight Brian Knight Mitchell Pearson Manuel Quintana Brett Powell

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Title Page
Copyright
Microsoft Power BI Complete Reference
About Packt
Why subscribe?
PacktPub.com
Contributors
About the authors
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Conventions used
Get in touch
Reviews
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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Microsoft Power BI Complete Reference