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Soheil Bakhshi - Expert Data Modeling with Power BI: Get the best out of Power BI by building optimized data models for reporting and business needs

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Soheil Bakhshi Expert Data Modeling with Power BI: Get the best out of Power BI by building optimized data models for reporting and business needs
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Manage and work with business data effectively by learning data modeling techniques and leveraging the latest features of Power BI

Key Features
  • Understand data modeling techniques to get the best out of data using Power BI
  • Define the relationships between data to extract valuable insights
  • Solve a wide variety of business challenges by building optimal data models
Book Description

Microsoft Power BI is one of the most popular business intelligence tools available on the market for desktop and the cloud. This book will be your guide to understanding the ins and outs of data modeling and how to create data models using Power BI confidently. Youll learn how to connect data from multiple sources, understand data, define and manage relationships between data, and shape data models.

In this book, youll explore how to use data modeling and navigation techniques to define relationships and create a data model before defining new metrics and performing custom calculations using modeling features. As you advance through the chapters, the book will demonstrate how to create full-fledged data models, enabling you to create efficient data models and simpler DAX code with new data modeling features. With the help of examples, youll discover how you can solve business challenges by building optimal data models and changing your existing data models to meet evolving business requirements. Finally, youll learn how to use some new and advanced modeling features to enhance your data models to carry out a wide variety of complex tasks.

By the end of this Power BI book, youll have gained the skills you need to structure data coming from multiple sources in different ways to create optimized data models that support reporting and data analytics.

What you will learn
  • Implement virtual tables and time intelligence functionalities in DAX to build a powerful model
  • Identify Dimension and Fact tables and implement them in Power Query Editor
  • Deal with advanced data preparation scenarios while building Star Schema
  • Explore best practices for data preparation and data modeling
  • Discover different hierarchies and their common pitfalls
  • Understand complex data models and how to decrease the level of model complexity with different data modeling approaches
Who this book is for

This MS Power BI book is for BI users, data analysts, and analysis developers who want to become well-versed with data modeling techniques to make the most of Power BI. Basic knowledge of Power BI and Star Schema will help you to understand the concepts covered in this book.

Table of Contents
  1. Introduction to data modelling in Power BI
  2. Data Analysis eXpressions and Data Modeling
  3. Data Preparation in Power Query Editor
  4. Getting data from various sources
  5. Common data preparation steps
  6. Star Schema preparation in Power Query Editor
  7. Data preparation common best practices
  8. Data Modeling Components
  9. Star Shema and Data Modeling Common Best Practices
  10. Advanced Data Modeling Techniques
  11. Row Level Security
  12. Extra Options and Features Available for Data Modeling

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Expert Data Modeling with Power BI Get the best out of Power BI by building - photo 1
Expert Data Modeling with Power BI

Get the best out of Power BI by building optimized data models for reporting and business needs

Soheil Bakhshi

BIRMINGHAMMUMBAI Expert Data Modeling with Power BI Copyright 2021 Packt - photo 2

BIRMINGHAMMUMBAI

Expert Data Modeling with Power BI

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Group Product Manager: Kunal Parikh

Publishing Product Manager: Sunith Shetty

Senior Editor: Mohammed Yusuf Imaratwale

Content Development Editor: Nazia Shaikh

Technical Editor: Devanshi Deepak Ayare

Copy Editor: Safis Editing

Project Coordinator: Aishwarya Mohan

Proofreader: Safis Editing

Indexer: Rekha Nair

Production Designer: Shankar Kalbhor

First published: June 2021

Production reference: 1120521

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80020-569-7

www.packt.com

I dedicate this book to my lovely wife, Elica Mehr, and our precious daughter, Avina.

Without their unconditional support, this matter would not have been possible.

I also owe this success to my parents, who always believed in me and encouraged me to follow my dreams.

Foreword

I am happy to know that Soheil, who I have seen grow as an MVP with expert knowledge of Power BI, has authored this hands-on book that covers a range of topics. Learning by example is something every committed student wants to do. The effort needed to go through online documentation and extract useful information can be prohibitive. Many students can become frustrated during the process and leave the task unfinished because it is easy for any beginner to lose sight of the learning task while trying to find good, real-world, example-based content.

Soheil's book includes many resources from beginner to expert level for Power BI. Power BI is the leading platform and tool for enterprise and self-service BI. It is a joy to use and is very flexible. This book is appealing both to beginners and to experts who build systems for thousands of users. I'm happy to recommend Soheil's book to any enthusiast, regardless of their level of expertise. His book navigates the world of Power BI in a very engaging way. It starts from the basic building blocks and elaborates on many aspects of data modeling, including star schema, managing bi-directional relationships, many-to-many relationships, calculated tables, preparing the data structure in Power Query to achieve a star schema design, RLS, OLS, and composite models. Any student will appreciate the hands-on approach of this book. Every concept is explained with examples.

Christian Wade

Principal Program Manager, Microsoft

Contributors
About the author

Soheil Bakhshi is the founder of Data Vizioner and is a sought-after BI consultant. Having worked in data and analytics for more than 20 years, Soheil's experience lies in Microsoft BI, data warehousing, and the Power BI platform. He possesses MSCE and MCSA certifications and is a Microsoft MVP (Most Valuable Professional). He has a passion for sharing knowledge via his website www.biinsight.com and for speaking at conferences and Power BI community events locally and globally. In following his desire for simplicity and efficiency, he has been behind Power BI community tools and commercial products such as Power BI Exporter and Power BI Documenter.

About the reviewers

Felipe Vilela worked for many years with system development and then started working in BI/data warehousing, mainly using MicroStrategy, more than 8 years ago. He worked with many companies in Brazil and the United States, implementing MicroStrategy projects, customizing, and administrating MicroStrategy. He taught BI/data warehousing and MicroStrategy to many companies using the company's, personal, and MicroStrategy's official courses. He also has a blog (www.vilelamstr.com). He was one of the MicroStrategy mobile app developers at MicroStrategy World 2016 and 2017. He has more than 30 MicroStrategy certifications, including the MCEP certification.

Nikita Barsukov is an experienced data scientist, focusing on delivering end-to-end analytical solutions. After growing up in Ukraine and studying in Finland and Sweden, he started his career in IT as a software developer in testing, only to realize his true passion lies in data science and building analytics tools that bring others joy and enhance data discovery. Nikita is currently employed by Microsoft; he is a part of a team of like-minded colleagues that develop analytics solutions for Power Platform and Dynamics 365. Outside of work, Nikita listens to podcasts and audiobooks; plays board games with friends, and occasionally even with himself; and enjoys a good run, craft beer, and a great book. Nikita lives in Copenhagen with his wife and three kids.

Ana Maria is a BI consultant and trainer as well as a Microsoft Data Platform MVP, Microsoft Partner in Power BI, and LinkedIn Learning Trainer. She has more than 25 years of industry experience ranging from the development of desktop solutions in FoxPro in the 1990s to data analysis and BI consulting and training. She has a degree in economic cybernetics from Moscow's State University of Management, in the former USSR, and also a master's degree in BI from the University of Alcala, in Spain. She is focused on the data world in Microsoft technology, modeling, and data analysis with SQL Server BI, Excel BI, Azure Machine Learning, R, and Power BI. You can find her at technical events and forums, as a speaker, organizer, or attendee.

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