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Greg Deckler - Mastering Microsoft Power BI: Expert techniques to create interactive insights for effective data analytics and business intelligence, 2nd Edition

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Greg Deckler Mastering Microsoft Power BI: Expert techniques to create interactive insights for effective data analytics and business intelligence, 2nd Edition
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Plan, design, develop, and manage robust Power BI solutions to generate meaningful insights and make data-driven decisions

Key Features
  • Master the latest dashboarding and reporting features of Microsoft Power BI
  • Combine data from multiple sources, create stunning visualizations and publish Power BI apps to thousands of users
  • Get the most out of Microsoft Power BI with real-world use cases and examples
Book Description

Mastering Microsoft Power BI, Second Edition, provides an advanced understanding of Power BI to get the most out of your data and maximize business intelligence. This updated edition walks through each essential phase and component of Power BI, and explores the latest, most impactful Power BI features.

Using best practices and working code examples, you will connect to data sources, shape and enhance source data, and develop analytical data models. You will also learn how to apply custom visuals, implement new DAX commands and paginated SSRS-style reports, manage application workspaces and metadata, and understand how content can be staged and securely distributed via Power BI apps. Furthermore, you will explore top report and interactive dashboard design practices using features such as bookmarks and the Power KPI visual, alongside the latest capabilities of Power BI mobile applications and self-service BI techniques. Additionally, important management and administration topics are covered, including application lifecycle management via Power BI pipelines, the on-premises data gateway, and Power BI Premium capacity.

By the end of this Power BI book, you will be confident in creating sustainable and impactful charts, tables, reports, and dashboards with any kind of data using Microsoft Power BI.

What you will learn
  • Build efficient data retrieval and transformation processes with the Power Query M language and dataflows
  • Design scalable, user-friendly DirectQuery, import, and composite data models
  • Create basic and advanced DAX measures
  • Add ArcGIS Maps to create interesting data stories
  • Build pixel-perfect paginated reports
  • Discover the capabilities of Power BI mobile applications
  • Manage and monitor a Power BI environment as a Power BI administrator
  • Scale up a Power BI solution for an enterprise via Power BI Premium capacity
Who this book is for

Business Intelligence professionals and intermediate Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book useful. An understanding of basic BI concepts is required and some familiarity with Microsoft Power BI will be helpful to make the most out of this book.

Table of Contents
  1. Planning Power BI Projects
  2. Preparing Data sources
  3. Connecting to Sources and Transforming Data with M
  4. Designing Import, DirectQuery, and Composite Data Models
  5. Developing DAX Measures and Security Roles
  6. Planning Power BI Reports
  7. Creating and Formatting Visualizations
  8. Applying Advanced Analytics
  9. Designing Dashboards
  10. Managing Workspaces and Content
  11. Managing the On-Premises Data Gateway
  12. Deploying Paginated Reports
  13. Creating Power BI Apps and Content Distribution
  14. Administering Power BI for an Organization
  15. Building Enterprise BI with Power BI Premium

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Mastering Microsoft Power BI Second Edition Expert techniques to create - photo 1

Mastering Microsoft Power BI

Second Edition

Expert techniques to create interactive insights for effective data analytics and business intelligence

Greg Deckler

Brett Powell

BIRMINGHAMMUMBAI Mastering Microsoft Power BI Second Edition Copyright 2022 - photo 2

BIRMINGHAMMUMBAI

Mastering Microsoft Power BI

Second Edition

Copyright 2022 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 authors, 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.

Senior Publishing Product Manager: Devika Battike

Acquisition Editor Peer Reviews: Saby Dsilva

Project Editor: Amisha Vathare

Content Development Editor: Rebecca Robinson

Copy Editor: Safis Editing

Technical Editor: Aditya Sawant

Proofreader: Safis Editing

Indexer: Rekha Nair

Presentation Designer: Ganesh Bhadwalkar

First published: March 2018

Second edition: June 2022

Production reference: 1100622

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80181-148-4

www.packt.com

Contributors
About the authors

Greg Deckler is a Vice President at Fusion Alliance and has been a consulting services professional for over 27 years. Recognized as an expert in Power BI, Greg is a six-time Microsoft MVP for the Data Platform and an active member of the Power BI Community site with over 5,000 solutions authored and hundreds of Quick Measures Gallery submissions. Greg founded the Columbus Azure ML and Power BI User Group in Columbus, OH in 2016 and holds regular monthly meetings. Greg is also the author of numerous external tools for Power BI available for free on his gdeckler GitHub repository.

I would like to deeply thank my family, son Rocket, my extended Fusion Alliance family, the dynamic and vibrant Power BI community as a whole and especially all of the Super Users as well as my user group members. A special thanks to Brett Powell for all of his support and guidance on this book as well as Power BI Cookbook, 2nd Edition.

Brett Powell is a Microsoft business intelligence consultant and author. Brett has over 12 years of business intelligence experience across many industries as a developer, architect, and administrator. Although most known for his Insights Quest blog and the first editions of the Microsoft Power BI Cookbook and Mastering Microsoft Power BI, Brett primarily focuses on the needs of clients and project engagements though Frontline Analytics LLC, a Microsoft BI consultancy and Power BI partner.

I give all glory and praise to my Lord and Savior Jesus Christ. I was alone and lost in sin, but Christ has forgiven me and granted me a new peace and purpose for my life.

About the reviewer

Eugene Meidinger has been working in business intelligence for over 8 years now, focusing heavily on business reporting. He speaks regularly at technical conferences, including Pass Summit and SQLBits. Eugene started his own company in 2018, SQLGene Training, and now produces training videos for Pluralsight and consults on Power BI.

I would like to thank my husband Miles for supporting me during the nights and weekends I worked on reviewing this book.

Join our community on Discord

Join our communitys Discord space for discussions with the author and other readers: https://discord.gg/q6BPbHEPXp

Preface Microsoft Power BI is a leading business intelligence and analytics - photo 3

Preface

Microsoft Power BI is a leading business intelligence and analytics platform that supports both self-service data visualization and exploration as well as enterprise BI deployments. Power BI consists of cloud services, mobile applications, a data modeling and report authoring application, and other utilities, including the on-premises data gateway. Additionally, organizations can deploy Power BI reports on-premises via the Power BI Report Server and scale their deployments with Power BI Premium capacity.

This revised and expanded edition provides an end-to-end analysis of the latest Power BI tools and features, from planning a Power BI project to distributing Power BI apps to large groups of users. Youll be familiarized with all the fundamental concepts and see how Power BI datasets, reports, and dashboards can be designed to deliver insights and rich, interactive experiences. Youll also become knowledgeable about management and administration topics such as the allocation of Power BI Premium capacities, Azure Active Directory security groups, conditional access policies, and staged deployments of Power BI content. This book will encourage you to take advantage of these powerful features and follow thoughtful, consistent practices in deploying Power BI for your organization.

Who this book is for

This book is intended for business intelligence professionals responsible for either the development of Power BI solutions or the management and administration of a Power BI deployment. BI developers can use this as a reference guide to features and techniques to enhance their solutions. Likewise, BI managers interested in a broad conceptual understanding, as well as processes and practices to inform their delivery of Power BI, will find this a useful resource. Experience in creating content using Power BI Desktop and sharing content on the Power BI service is helpful.

What this book covers

Chapter 1, Planning Power BI Projects, discusses alternative deployment modes for Power BI, team and project roles, and licensing. Additionally, an example project template and its corresponding planning and dataset design processes are described.

Chapter 2, Preparing Data Sources, explains foundational concepts such as query folding, query design, data source preparation and important Power BI Desktop settings.

Chapter 3, Connecting to Sources and Transforming Data with M, depicts the data access layer supporting a Power BI dataset, including data sources and fact and dimension table queries. Concepts of the Power Query M language, such as parameters, are explained and examples of custom M queries involving conditional and dynamic logic are given.

Chapter 4, Designing Import, DirectQuery, and Composite Data Models, reviews the components of the data model layer and design techniques in support of usability, performance, and other objectives. These topics include relationship cross-filtering, custom sort orders, hierarchies, and metadata.

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