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Pro Power

Bl Desktop

Interactive data analysis and visualization for the desktop Second Edition

Adam Aspin

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Pro Power BI Desktop

Adam Aspin

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Pro Power BI Desktop Adam Aspin Stoke-on-Trent, Staffordshire, United Kingdom ISBN-13 (pbk): 978-1-4842-3209-5 ISBN-13 (electronic): 978-1-4842-3210-1 https://doi.org/10.1007/978-1-4842-3210-1

Library of Congress Control Number: 2017962307 Copyright © 2018 by Adam Aspin

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The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights

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Contents

About te Aufl0r .ceceseseseeesesseiennsnssnnsrnsnsssrsse XỈX About the Technical ReVieWer .e‹eesseseseseseessennsnssssrsssesss XXXL Acknowledgments XXxxili

InnfroduCfÏOI eeeseseseseesesesisresrnnnnnssnssnsnsnsrssnsnsrs XÖOXV Chapter 1: Introduction to Power BI Desktop

The Microsoft Self-Service Business Intelligence Solutio

Importing Data from Diverse Sources Modeling Your Data Creating Reports and Dashboards Power BI Desktop Files

The Power Bl UNiVErSe .cesseesseesseessessesssesssesssesssesssesssesssesssesssesssesssesssessstssseesneesseesneenes 4 Installing Power BI Desktop

Removing Power BI Desktop

Running Power BI Desktop

A First Power BI Desktop DaShb0ard c.csssssssssesesessestsessssestssesessssissssissesisessiseeenseeees 10

Loading the Source Data

The Data Load Process ccsssessssssssssseesssesseesssessesseesseesseesseesseesseesseesseessessseesseesseesseesneesy 14

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CONTENTS Your First Visualizations Displaying Available Fields Adding a Matrix of Sales per Country by Year Adding a Column Chart of Delivery Charge by Model Adding a Map of Labor Cost by Country Adding a Card Showing the Total Cost of Spare Parts

Adding a Slicer by Make

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CONTENTS Text ANd CSV OPtionS ssssssssssesssssssnssseesesssssssnssessssessssssnsssesssssssssnssssseessssssnsssseessesssssnnssesseessssnnnnsseseees 48 XML FICS ssscsssssssssssscccsssssssssessesesssssnsssseseessssssnsssseesesssssnussseceessssssssssessessssssnnssseessessssnnnsseseeessssnnnnssseess 49 Excel Files Importing Excel and Power View Item Microsoft Access Databases JSON Files

Loading Multiple Files from a Directory .cccscssessssessssectssestsseetsseetsseetsseeesseetsseeesseeees 56 Loading the Contents Of @ Folder .ccsscscssessssessssesessessssestsseetsseetsseesseetsseetsseeesseeesseeees 59 The Navigator Dialog

Searching for Datasets Display Options ccecssscssssescsssesssssesessssesesssseesssseeesssseeessnseeessssesessnneeesssneeessnueeessnneeesssneeessnneeessnneeesey R@fF@SÌN - HH nà nến Hàn Hàn Hà Hư Hà HA Hà HH TH Hàng nàng ni ni Adding Your 0wn Data Conclusion Chapter 3: Loading Data from Databases and Data Warehouses Relational Databases SQL Server Automatically Loading Related Tables tre 71 Database Options Searching for Tables Oracle Databases

Other Relational Da†abas6s .¿- ¿5:2 thay 85 Microsoft SQL Server Analysis Services Da†a S0UC@S . . 55+ 86

Analysis Services Cube TOOIS .sssesssssesesssseeessssecsssseesssseeesssneesssneesssneeessneeessneeessneeessnneeessnieessnee 89

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CONTENTS

Refreshing Data from Databases and Data Warehouses

Refreshing the Entire Data in the Power BI Desktop In-Memory Model

Refreshing an Individual Table ssssssssssssssessestisstsseeeististtssisstistintineeseeististineeneeneeee 109

Conclusion

Chapter 4: DirectQuery and Connect Live

DirectQuery and Connect LiVE c.ccescssesesseseesssesseseesssesssstesssssssssesssssesssessesesseseseees Microsoft SQL SerVer Dafa - ¿5c sàn nàn Hà nàn niàt SQL Server Analysis Services Dimensional Data

Microsoft SQL Server Analysis Services Tabular Data Sources

DirectQuery with Non-Microsoft Databases

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CONTENTS

Azure SQL Data Warehouse

Connecting to SQL Server on an Azure Virtual Machine Azure Blob Storage Azure Security Conclusion c sasasansnae Í ĐẾ) 160

IfChapter 6: Dealing with Datasets Power BI Desktop Queries

Editing Data After a Data Load

Transforming Data Before Loading Query or Load? The Power BI Desktop Query Editor

The Applied Steps List

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CONTENTS

Filtering NUMETrIC RANGES .ssesssssseesssssessssssessssssecesssseessssseessssseeessnseeessuseesssusessssniesessnseesssneeessaneeeseey 186 Filtering Date and Time Ranges sssssessssssessssssessssssecsssssesssssseesssnsesesssseesssnseesssnsesessnseesssneessaneeessan 187 Filtering Data Applying Advanced Filters .sssssssssssssesesstisttssessestististisstististississeietististiseeieeistett 190 GrOUPING RECOFS cssessssssessesessesecseseessseessstesssessssesssstssssessssssassessssessesessesessesesaeensaees 191 SÏITpll@ GT0UDS - 6£ s2 SE TH HH HH HH1 H111 1111111111111 Complex Groups

Saving Changes in the Query EqitOF c.cessceceseeesessesesssstessstssesssssessseesseessessseseseees 195 Exiting †he Query EdφOf - «+ + St E11 110111101111 111111111 rrrey 195 OIICÏUSÏOHI 552522 23223213221301110 11 TH Hy Hà Hà Hà Hà Hà Hà Hà Hàn iệt 196

Viewing a Full Record 198 Power BI Desktop Query Editor Context Menus 199 Using the First Row AS Headers .c.ssscsssssssssessssessssessssessssesssstssssssssssssssssessssessesnsaees 200 Changing Data Type cesccssssssssessessssssessssssssseessseesssessssessssessssissssesssssassessssessssesseenseess

Detecting Data Types

Data Type Indicator: Switching Data Types

Data Type Using LOCaI@ ssssessssssessssssessssssecsssssessssssecessssessssssesessnseeesssueesssnsessssniesessnsessssneeessaneeeseay 204

Replacing Values .c.scsssssssessssesessssessssesssseessseesssessssessssesassesssssessessssessssessseesseeesaesnsaees 205 Transforming Column Cofn†@fnÏS - <6 St $v‡xvE‡xvEvexeEkekerkekrrkekrrkekerkee 207

Text Transformation

Adding a Prefix or a Suffix

Removing Leading and TrailiIg S4G@S + +££++++e£vS++veevExvveertxxterrtktsrrrtkkerrrrtie 209 Removing Non-Printing CliaFaG†@fS ¿se 5++teEEY+xeEEExkxerkkktrrtkkkrrttkkkrrirkrrrrrttie 209

Number TraIìSÍOFITIAfÏOINS - 2c c2 se +x£E£EEx#EE+xEEELEEEAEEELkEELSEEELkEELkritkrrtttrrttrrrtkrrtiee 210

Filling Down Ermp†y ÖellS ¿- - St + St£k+xvEexEEkexeEtexeEtekrrkerrrkekrkererkrke 217 Extracting Part of a Coluimnn”s C0rI†@I†S 5c c5 +*x‡xvEekekkekrrketrrkererske 219

Advanced ExtraC† O†ÍOIIS - 6£ St SE E111 T111 E111 111xerrrrriree 220