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Brett Powell - Microsoft Power BI Cookbook

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Key Features
  • From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all
  • Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications
  • Proven development techniques and guidance for implementing custom solutions with DAX and M languages
Book Description

Microsoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data.

This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BIs functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence.

This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects.

What you will learn
  • Cleanse, stage, and integrate your data sources with Power BI
  • Abstract data complexities and provide users with intuitive, self-service BI capabilities
  • Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations
  • Take advantage of the analytics and predictive capabilities of Power BI
  • Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security
  • Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes
  • Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution
About the Author

Brett Powell is the owner of and business intelligence consultant at Frontline Analytics LLC, a data and analytics research and consulting firm and Microsoft Power BI partner. He has worked with Power BI technologies since they were first introduced as the SQL Server 2008R2 PowerPivot add-in for Excel 2010. He has contributed to the design and development of Microsoft and Power BI solutions of diverse scale and complexity across the retail, manufacturing, financial, and services industries. Brett regularly blogs and shares technical papers regarding the latest MSBI and Power BI features and development techniques and patterns at Insight Quest. He is also an organizer of the Boston BI User Group.

Table of Contents
  1. Configuring Your Power BI Development Tools
  2. Accessing and Retrieving Data
  3. Building a Power BI Data Model
  4. Authoring Power BI Reports
  5. Creating Power BI Dashboards
  6. Getting Serious with Date Intelligence
  7. Parameterizing Your Power BI Solutions
  8. Implementing Dynamic User-Based Visibility in Power BI
  9. Applying Advanced Analytics and Custom Visuals
  10. Developing Solutions for System Monitoring and Administration
  11. Enhancing and Optimizing Existing Power BI Solutions
  12. Deploying and Distributing Power BI Content
  13. Integrating Power BI with other Applications

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Microsoft Power BI Cookbook Creating Business Intelligence Solutions of - photo 1
Microsoft Power BI Cookbook
Creating Business Intelligence Solutions of Analytical Data Models, Reports, and Dashboards
Brett Powell
BIRMINGHAM - MUMBAI Microsoft Power BI Cookbook Copyright 2017 Packt - photo 2

BIRMINGHAM - MUMBAI

Microsoft Power BI Cookbook

Copyright 2017 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, and its dealers and distributors will be held liable for any damages caused or alleged to be 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.

First published: September 2017

Production reference: 1220917

Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.

ISBN 978-1-78829-014-2

www.packtpub.com

Credits

Author

Brett Powell

Copy Editor

Vikrant Phadkay

Reviewers

Gilbert Quevauvilliers

Ruben Oliva Ramos

Juan Tomas Oliva Ramos

Project Coordinator

Nidhi Joshi

Commissioning Editor

Amey Varangaonkar

Proofreader

Safis Editing

Acquisition Editor

Varsha Shetty

Indexer

Tejal Daruwale Soni

Content Development Editor

Mayur Pawanikar

Graphics

Tania Dutta

Technical Editor

Vivek Arora

Production Coordinator

Arvindkumar Gupta

Foreword

Microsoft Power BI Cookbook is a great example of how to leverage the multitude of features that are available in Power BI. You will find some great examples in this book that will first explain the issues and then give a solution on how to achieve the desired result. I, personally, learned something when going through this cookbook and all the recipes provided in it. This is a book that can be picked up and referenced when looking for solutions for particular challenges or issues. Likewise, it is a great read from cover to cover to expand your skills, which in turn will help build great Power BI Models for your clients/customers.

Gilbert Quevauvilliers,
Microsoft MVP - Power BI & Microsoft Power BI Consultant at Fourmoo

About the Author

Brett Powell is the owner of and business intelligence consultant at Frontline Analytics LLC, a data and analytics research and consulting firm and Microsoft Power BI partner. He has worked with Power BI technologies since they were first introduced as the SQL Server 2008R2 PowerPivot add-in for Excel 2010. He has contributed to the design and development of Microsoft and Power BI solutions of diverse scale and complexity across the retail, manufacturing, financial, and services industries. Brett regularly blogs and shares technical papers regarding the latest MSBI and Power BI features and development techniques and patterns at Insight Quest. He is also an organizer of the Boston BI User Group.

Erin Stellato, featured in Developing Solutions for System Monitoring and Administration, is a principal consultant at SQLskills and Microsoft Data Platform MVP.

I'd first like to thank Varsha Shetty, acquisition editor at Packt, for giving me the opportunity to author this book and her guidance throughout the planning process. I'd also like to thank the Packt board and team for approving the book outline and for their flexibility with page counts and topics. Like most Power BI projects, we followed an agile delivery model in creating this book and this allowed us to include essential details supporting the recipes and the latest Power BI features. Additionally, I'd like to thank Mayur Pawanikar, content editor at Packt, for his thorough reviews and guidance throughout the development process. His contributions were invaluable to the structure and overall quality of the book.
I'd also like to thank Gilbert Quevauvilliers and Juan Tomas Oliva Ramos for their technical reviews and suggestions.
Finally, I'd like to thank the Power BI team for creating such an amazing platform and for everyone around the Power BI community that contributes documentation, white papers, presentations, videos, blogs, and more.
About the Reviewers

Gilbert Quevauvilliers has been working in the BI space for the past 9 years. He started out learning the basics of business intelligence on the Microsoft stack, and as time went on, he became more experienced. Gilbert has since moved into the Power BI space, after starting out with Power Pivot in Excel 2010. He has used Power BI since its inception and works exclusively in it. He has been recognized with the Microsoft MVP award for his contributions to the community and helping other users.

Gilbert is currently consulting in his own company, called FourMoo (which represents the four family members). Fourmoo provides Microsoft Power BI solutions for business challenges by using customers' data and working with their business users. Gilbert also has an active blog at http://www.fourmoo.com/blog/. This is the first book that he has been asked to review.

I would like to say a big thanks to my wife, Sian, for her endless support and for helping me find the time to review this book.

Ruben Oliva Ramos is a computer systems engineer from Tecnologico de Leon Institute, with a master's degree in computer and electronic systems engineering, teleinformatics, and networking specialization from the University of Salle Bajio in Leon, Guanajuato, Mexico. He has more than 5 years of experience in developing web applications to control and monitor devices connected with Arduino and Raspberry Pi using web frameworks and cloud services to build the Internet of Things applications.

He is a mechatronics teacher at the University of Salle Bajio and teaches students of the master's degree in design and engineering of mechatronics systems. Ruben also works at Centro de Bachillerato Tecnologico Industrial 225 in Leon, Guanajuato, Mexico, teaching subjects such as electronics, robotics and control, automation, and microcontrollers at Mechatronics Technician Career; he is a consultant and developer for projects in areas such as monitoring systems and datalogger data using technologies (such as Android, iOS, Windows Phone, HTML5, PHP, CSS, Ajax, JavaScript, Angular, and ASP.NET), databases (such as SQlite, MongoDB, and MySQL), web servers (such as Node.js and IIS), hardware programming (such as Arduino, Raspberry pi, Ethernet Shield, GPS, and GSM/GPRS, ESP8266), and control and monitor systems for data acquisition and programming.

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