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Contents Cover Title Page Copyright Page Dedication Contents at a Glance Contents Acknowledgments Part I Understanding Business Intelligence and Power BI Chapter 1 How to Use This Book The Tool Chest Called Power BI The BI Process Power BI Parts and Pieces The Right Tool(s) for the Job Consuming Power BI Reports Power BI as a Data Visualization Tool Power BI as a Modeling Tool Power BI as a Data Warehouse/Data Mart Where to Find What You Need Obtaining Power BI Desktop Software Sample Code and Supporting Materials Information on Power BI New Features and Enhancements How to Succeed at Self-Service Analytics Chapter 2 Successful Self-Service Analytics What Is Business Intelligence? Defining KPIs Is Your Organization Ready for BI? Desire Realistic Expectations Ongoing Care and Feeding Well-Defined KPIs Actionable KPIs Reliable Sources of Data Implementation: Best Practices Take an Iterative Implementation Approach Utilize a Data Warehouse/Data Mart Cleanse and Validate During Data Gathering Create User-Friendly Data Models Publish Latency Provide Training and Support Use the Right Tool for the Job Establish Standards and Limits Successfully Using Power BI Part II Interacting with Power BI Chapter 3 Power BI Architecture The Power BI Architecture Power BI Desktop The Power BI Service The Power BI Report Server The Power BI Mobile App Power BI Desktop Optimizations Power BI Updates Microsoft On-premises Data Gateway What Does the Data Have to Say? Chapter 4 Using Power BI Visualizations Power BI Desktop Obtaining What You Need Opening the Report/Preparing the Environment Interacting with a Power BI Report Working with a Single Report Item Interacting with Multiple Report Items Changing the Data with Slicers and Filters Slicers Filters Navigating Power BI Reports Drill Down and Drillthrough Buttons Bookmarks Additional Data Interactions A Cloudy Forecast Chapter 5 Using the Power BI Service (PowerBI.com) PowerBI.com The Organization of PowerBI.com Connecting to PowerBI.com The Navigation Pane Workspaces Reports Dashboards Workbooks Datasets Dataflows Additional Areas and Items Within PowerBI.com Additional Navigation Pane Items Additional Buttons How It All Gets Made 10 Part III Creating Visualizations Chapter 6 Basic Data Visualizations Learn By Doing Starting Point Basic Visualizations Maximum Miniatures Manufacturing Our First Report Page Text-based Visualizations Graphical Visualizations Interactivity Slicers Filters Drillthrough Geographic Visualizations Bing Map Visualizations Shape Map Visualizations GIS Map Visualizations Other Visual Elements Text Boxes, Images, and Shapes Fancy Formatting Chapter 7 Visualization Formatting The Visualization Format Tab Report Page All Items Charts Additional Chart Functional Groups Table and Matrix Card and Multi-row Card Pie Chart, Donut Chart, Treemap, and Maps Funnel Gauge 10 KPI 11 Slicer 12 Button, Shape, and Image Advanced Formatting Dialog Boxes Conditional Formatting Advanced Controls Dialog Box Data Bars Advanced Controls Dialog Box The Visualization Analytics Tab Types of Analytics Lines Controls for Editing Analytics Lines Themes New Ways to Interact and Visualize Chapter 8 Advanced Interactivity and Custom Visualizations Controlling Interactivity Controlling Interactions Synchronizing Slicers Creating Interactivity Custom Tooltips Bookmarks Selection Pane Buttons Customizing Visualizations Custom Visualizations from the Marketplace Custom Visualizations from R and Python Creating a Custom Shape Map Moving on to Modeling 11 Part IV Building Data Models Chapter 9 Loading Data with Power BI Gathering Data Get Data Power BI Connection Types Transforming Data During the Data Import The Power BI Query Editor A New Sample: World Population Repeating and Changing the Data Import Refreshing Data in Power BI Desktop Modifying Queries The Advanced Editor and the Power Query Formula Language Data Source Permissions Relationships and Intermediate Tables Creating an Intermediate Table from a Data Source Manually Creating Intermediate Tables Parameters Putting Parameters to Use Transformers Chapter 10 Power BI Transformation Reference Transformation Reference Informational-Only Transformations Transformations on the Query Editor Home Tab Transformations on the Query Editor Transform Tab Transformations on the Query Editor Add Column Tab Model Building Chapter 11 Creating a Tabular Model in Power BI Relationships Creating Relationships User-Friendly Models Hiding Columns from the End User Column Names and Descriptions Formatting and Categories One Final Relationship Data Categories Hierarchies, Groups, and Bins Measuring Up Chapter 12 Measures and Calculated Columns Calculated Columns Creating a Calculated Column The Context for Calculated Columns Measures Default Summarization Explicit Measures Measures and Context Defining Context Within a Measure Time Analytics Row-by-Row Calculations The FILTER() Function DAX Variables Declaring DAX Variables and Assigning a Value Using a DAX Variable Using Return in a Measure Everything DAX Chapter 13 DAX Language Reference DAX Operators Comparison Operators Arithmetic Operators Text Operator Logical Operators DAX Functions Modifying Context Table-Valued Functions Aggregate Functions DAX Functions for Time Analytics Parent/Child Relationships Additional DAX Functions Additional Modeling Chapter 14 Additional Power BI Desktop Features Additional Power BI Data Model Features Synonyms Linguistic Schemas Display Folder What-If Parameters Roles Performance Analyzer Capturing Performance Information Viewing the DAX Query Import and Export reports, 110–112 Settings option dashboards, 115 datasets, 125 shape maps custom, 242–243 visualizations, 165–168 shapes charts and maps, 185, 194 fills, 201 lines, 201 rotation, 202 visualizations, 169–171 Share button dashboards, 116 reports, 94, 99 Service, 464 Share option dashboards, 115 reports, 101–103 Share report dialog box, 101–102 Shared with me page, 89, 127–128 SharePoint as data source, 252 sharing content description, 6 On-premises Data Gateway See On-premises Data Gateway Service, 463–480 Show Data feature for visualizations, 84 Show data option in reports, 97 Show Next Level option for reports, 97 SIGN() function, 425 Sign option for Information transformations, 306, 317 signing out of Service, 90 SIN() function, 425 Sine operation in Trigonometry transformations, 311, 321 single report items, 40–46 SINH() function, 425 site-level security role assignments, 500–501 site name, modifying, 503–504 size properties for visualizations, 175 slicers creating, 138–141 dropdown, 50–52 interacting with, 52 measures context, 360–362 range, 53–54 synchronized, 53 synchronizing, 219–225 types, 152–153 visualizations, 150–153, 199 Sort Ascending transformations, 297 Sort Descending transformations, 298 sort order card visualizations, 145–146 reports, 43–46 Split Column by Delimiter dialog box, 298–299, 309 Split Column transformations, 298–299, 309 SQL Server Reporting Services (SSRS) server, 8, 28 SQRT() function, 425 SQRTP() function, 427 Square Root operation in Scientific transformations, 309, 320 Standard Deviation operation in Statistics transformations, 310, 321 standard drivers as data source, 251 Standard transformations, 310, 320–321 standards for business intelligence, 21 Start dialog box, 248–249, 258 STARTOFMONTH() function, 413 STARTOFQUARTER() function, 413 STARTOFYEAR() function, 413 statistical functions in DAX, 426–427 Statistics transformations, 310, 321 STDEV.P() function, 427 STDEV.S() function, 427 STDEVX.P() function, 427 STDEVX.S() function, 427 store step, 5 styles for tables and matrices, 187 Subscribe button dashboards, 116 reports, 99, 109–110 Subscribe to emails dialog box, 109–110 Subscription Settings page, 487 SUBSTITUTE() function, 422 subtotals in matrices, 189 Subtract Days value in Date transformations, 315 Subtract operation Standard transformations, 310, 320 Time transformations, 322 subtraction operator, 395 Success color setting for brand packages, 508 Success! dialog box, 471 Successfully published dialog box, 475 SUM() function description, 407 measures, 359 Sum operation Duration transformations, 316 Statistics transformations, 310, 321 summarizations for measures, 357–358 SUMMARIZE() function, 423 SUMMARIZECOLUMNS() function, 423 SUMX() function description, 407 measures, 384–386 support for business intelligence, 16–17, 20 SWITCH() function, 420 Sync visuals dialog box, 223–225 synchronizing slicers copy and paste, 222–223 slicer not visible on second report page, 219–220 slicer visible on second report page, 220–222 steps, 53 synchronization groups, 224–225 synonyms, 430–432 System Administrator role, 499 System User role, 498 T T.DIST() function, 427 T.DIST.2T() function, 427 T.DIST.RT() function, 427 T.INV() function, 427 T.INV.2T() function, 427 table expressions for filters, 371–374 table-valued functions in DAX, 396–402 tables cleaning up, 338–343 column headers, 188 conditional formatting, 191 fields, 190–191 grand totals, 190 grids, 187 intermediate, 276–282 row headers, 188 row selections, 49–50 sort order, 43–46 styles, 187 subtotals, 189 totals, 190 values, 188–189 visualizations, 142–143 tabs, renaming, 142 Tabular model, 7 TAN() function, 425 Tangent operation in Trigonometry transformations, 311, 321 TANH() function, 425 targets for gauges, 197 templates for importing, 444 Text After Delimiter method for Extract transformations, 303, 316 text-based visualizations, 141–146 Text Before Delimiter method for Extract transformations, 303, 316 Text Between Delimiters method for Extract transformations, 303, 316 text boxes tiles, 117 visualizations, 169–171 text for buttons, 200 text functions in DAX, 421–422 text operator in DAX, 394–395 themes for visualizations, 212–213 tiles for dashboards, 117–118 time analytics DAX functions, 407–413 measures, 379–383 TIME() function, 418 Time transformations, 310–311, 321–322 TIMEVALUE() function, 418 Title properties for visualizations, 178 To Beginning option for move transformations, 306 To End option for move transformations, 306 To Table dialog box, 276 TODAY() function, 418 toolbars dashboards, 115–117 reports, 98–99 tools for business intelligence, 20 Tooltip properties for visualizations, 179 tooltips custom, 225–229 filters, 228–229 formatting report pages, 225–227 page content, 227–228 reports, 42–43 TOPN() function, 401 TopoJSON standard, 242–243 Total Days value in Duration transformations, 315 Total Hours value in Duration transformations, 315 Total Minutes value in Duration transformations, 315 Total Seconds value in Duration transformations, 315 Total Years value in Duration transformations, 315 TOTALMTD() function, 380, 413 TOTALQTD() function, 413 totals in tables, 190 TOTALYTD() function, 380, 413 training, 20 Transform tab for transformations, 299 Aggregate, 299–300 Convert to List, 300 Count Rows, 300 Data Type, 301 Date, 301–302 Detect Data Type, 302 Duration, 302–303 Expand, 303 Extract, 303–304 Extract Values, 304–305 Fill, 305 Format, 305 Group By, 305 Information, 306 Merge Columns, 306 Move, 306 Parse, 307 Pivot Column, 307 Rename, 307 Replace Values, 307 Rounding, 308 Run Python Script, 308 Run R Script, 308 Scientific, 308–309 Split Column, 309 Standard, 310 Statistics, 310 Time, 310–311 Transpose, 311 Trigonometry, 311 Unpivot Columns, 311–312 Use First Row As Headers, 312 transformations Add Column tab See Add Column tab for transformations data See data transform Home tab See Home tab for transformations informational-only, 290 Transform tab See Transform tab for transformations Transpose transformations, 311 TREATAS() function, 399 treemaps, creating, 147–148 trend axis in KPI, 198 trigonometric functions in DAX, 424–425 Trigonometry transformations, 311, 321 TRIM() function, 422 Trim option in Format transformations, 305, 316 TRUE() function, 420 TRUNC() function, 425 U UNICHAR() function, 422 UNICODE() function, 422 Uniform Resource Locators (URLs) for web portal, 489 UNION() function, 423 Unpivot Columns transformations, 311–312 updates, 32–33 UPPER() function, 422 Uppercase option in Format transformations, 305, 316 URLs (Uniform Resource Locators) for web portal, 489 Usage Metrics button dashboards, 114, 116 reports, 93, 99 Use First Row As Headers transformations, 299, 312 user-friendly models, 332–333 column names and descriptions, 334–336 creating, 19 hiding columns, 333–334 USERELATIONSHIP() function, 423 USERNAME() function, 420 USEROBJECTID() function, 420 USERPRINCIPALNAME() function, 420 users in custom security roles, 480–481 UTCNOW() function, 418 UTCTODAY() function, 418 V validating data, 18–19 VALUE() function, 422 VALUES() function, 401 values in tables and matrices, 188–189 VAR.P() function, 427 VAR.S() function, 427 variables in DAX, 388–391 VARX.P() function, 427 VARX.S() function, 427 verifying data, 261–262 versions of Report Server, 484 VertiPaq engine, 7, 27 Video option for tiles, 117 View as roles dialog box, 438–439, 441 View folders right, 498 View menu for reports, 96–97 View Related button dashboards, 115–116 datasets, 125 reports, 94, 99 View report server properties right, 498 View reports right, 498 viewing DAX queries, 443 visibility of bookmarks, 235–236 Visual display segment in Performance Analyzer, 442 Visual Header properties for visualizations, 180 visual level filters, 155–157 visualization step, 6 visualizations bookmarks, 79–82 custom, 240–243 Desktop, 36–40 drillthrough, 157–162 Export Data feature, 85 filters, 54–62, 154–157 formatting See formatting visualizations geographic, 162–169 graphical, 147–150 overlapping, 233–234 overview, 136–137 Q&A tool, 82–83 reports See reports Show Data feature, 84 slicers, 50–54, 150–153 sort order, 44–46 text-based, 141–146 text boxes, images, and shapes, 169–171 W wallpaper properties, 176 Warning color setting for brand packages, 508 waterfall charts, 186 Web content option for tiles, 117 web portal folders, 490–492 Report Catalog, 489–492 Web Portal URL page, 487 Web Service URL page, 486 Web URL button, 239 Web view button for dashboards, 117 websites as data source, 252, 258 Week value in Date transformations, 315 WEEKDAY() function, 418 WEEKNUM() function, 418 Welcome to Power BI dialog box, 37–38 What-if parameter dialog box, 435–436 what-if parameters, 434–437 Windows security, 496, 501 workbooks lists, 123–124 publishing Excel content, 121–123 Workspace Settings dialog box, 479–480 workspaces dashboards, 112–121 datasets, 124–126 reports See reports Service, 88–89, 91–92 workbooks, 121–124 X X axis for charts, 183 XIRR() function, 427 XNPV() function, 427 xVelocity In-memory Analytical Engine, 7, 27 Y Y axis for charts, 181–182 YEAR() function, 418 Year value in Date transformations, 314 YEARFRAC() function, 418 Z zoom group for maps, 195 ... Successfully Using Power BI Part II Interacting with Power BI Chapter 3 Power BI Architecture The Power BI Architecture Power BI Desktop The Power BI Service The Power BI Report Server The Power BI Mobile App... Successfully Using Power BI Part II Interacting with Power BI Chapter 3 Power BI Architecture The Power BI Architecture Power BI Desktop The Power BI Service The Power BI Report Server The Power BI Mobile App... The Tool Chest Called Power BI The BI Process Power BI Parts and Pieces The Right Tool(s) for the Job Consuming Power BI Reports Power BI as a Data Visualization Tool Power BI as a Modeling Tool Power BI as a Data Warehouse /Data Mart
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