Microsoft_Press_ebook_Introducing_Power_BI

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Introducing

Microsoft

Power BI

Alberto Ferrari and Marco Russo

ii Foreword

Contents

Introduction .............................................................................................................................................. v

Downloads ................................................................................................................................................................................. vi

Installing the companion content ............................................................................................................................... vi

Acknowledgments .................................................................................................................................................................. vi

Free ebooks from Microsoft Press .................................................................................................................................. vii

Errata, updates, & book support ..................................................................................................................................... vii

We want to hear from you ................................................................................................................................................. vii

Stay in touch ............................................................................................................................................................................ vii

Introducing Power BI ............................................................................................................................... 1

Getting started with Power BI ............................................................................................................................................. 2

Uploading data to Power BI ................................................................................................................................................ 5

Introducing natural-language queries ............................................................................................................................ 6

Introducing Quick Insights ................................................................................................................................................... 8

Introduction to reports ....................................................................................................................................................... 10

Introducing Visual Interactions ....................................................................................................................................... 14

Decorating the report ......................................................................................................................................................... 17

Saving the report .................................................................................................................................................................. 19

Pinning a report ..................................................................................................................................................................... 20

Refreshing the budget workbook .................................................................................................................................. 20

Filtering a report ................................................................................................................................................................... 23

Conclusions ............................................................................................................................................................................. 25

Sharing the dashboard .......................................................................................................................... 27

Inviting a user to see a dashboard ................................................................................................................................ 27

Inviting users outside your organization ................................................................................................................ 31

Creating a group workspace in Power BI .................................................................................................................... 33

Turning on sharing with Microsoft OneDrive for Business .................................................................................. 35

Viewing reports and dashboards on mobile devices ............................................................................................. 43

Conclusions ............................................................................................................................................................................. 47

iii Contents

Understanding data refresh .................................................................................................................. 49

Introducing data refresh .................................................................................................................................................... 50

Introducing the Power BI refresh architecture .......................................................................................................... 50

Introducing Power BI Desktop......................................................................................................................................... 52

Publishing to Power BI ........................................................................................................................................................ 55

Installing the Power BI Personal Gateway ................................................................................................................... 57

Configuring automatic refresh ........................................................................................................................................ 60

Conclusions ............................................................................................................................................................................. 61

Using Power BI Desktop ........................................................................................................................ 62

Connecting to a database ................................................................................................................................................. 63

Loading from multiple sources ....................................................................................................................................... 65

Using Query Editor ............................................................................................................................................................... 68

Hiding or removing tables ................................................................................................................................................ 73

Handling seasonality and sorting months .................................................................................................................. 75

Conclusions ............................................................................................................................................................................. 82

Getting data from services and content packs ................................................................................... 84

Consuming a service content pack ................................................................................................................................ 85

Creating a custom dataset from a service .................................................................................................................. 91

Creating a content pack for your organization ......................................................................................................... 98

Consuming an organizational content pack ............................................................................................................ 101

Updating an organizational content pack ................................................................................................................ 103

Conclusions ........................................................................................................................................................................... 106

Building a data model ......................................................................................................................... 107

Loading individual tables ................................................................................................................................................. 108

Implementing measures .................................................................................................................................................. 109

Creating calculated columns .......................................................................................................................................... 111

Improving the report by using measures .................................................................................................................. 112

Integrating budget information .................................................................................................................................... 113

Reallocating the budget ................................................................................................................................................... 119

Conclusions ........................................................................................................................................................................... 122

Improving Power BI reports ............................................................................................................... 123

Choosing the right visualizations ................................................................................................................................. 124

Choosing between standard visuals ....................................................................................................................... 126

Using custom visualizations ........................................................................................................................................... 130

First steps with custom visualizations .................................................................................................................... 130

Improving reports by using custom visualizations ........................................................................................... 134

Identifying conditions when custom visualizations are required ............................................................... 139

Using DAX in data models .............................................................................................................................................. 141

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