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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