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Greg Deckler - Microsoft Power BI Cookbook: Gain expertise in Power BI with over 90 hands-on recipes, tips, and use cases, 2nd Edition

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Greg Deckler Microsoft Power BI Cookbook: Gain expertise in Power BI with over 90 hands-on recipes, tips, and use cases, 2nd Edition
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Microsoft Power BI Cookbook: Gain expertise in Power BI with over 90 hands-on recipes, tips, and use cases, 2nd Edition: summary, description and annotation

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Build effective analytical data models, reports, and dashboards using the advanced features of Power BI

Key Features
  • Updated with new recipes on query optimization, aggregation tables, Power BI API, and paginated reports
  • Work with recipes across diverse Power BI platforms including the Power BI Service and Mobile Applications
  • Implement custom solutions with M and DAX languages through actionable guidance and proven development techniques
Book Description

Microsoft Power BI is a leading business intelligence and data analytics platform that provides tools and services for deriving insights from data. With revised practical recipes, Microsoft Power BI Cookbook, Second Edition helps you navigate Power BI tools and their advanced features. It also demonstrates the use of end-to-end solutions that integrate those features to get the most out of Power BI. This cookbook provides advanced design and development tips, and guidance on enhancing existing Power BI projects.

The updated edition enables you to implement evergreen frameworks that will stay relevant as Power BI updates. Get familiar with Power BI development tools and services by going deep into the data connectivity, transformation, modeling, visualization, and analytical capabilities of Power BI. Microsoft Power BI Cookbook, Second Edition enables Power BIs functional programming languages of DAX and M to come alive to deliver powerful solutions to common business intelligence challenges.

What you will learn
  • Cleanse, stage, and integrate your data sources with Power Query (M)
  • Remove 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 dashboard-ready calculations
  • Implement aggregation tables to accelerate query performance over large data sources
  • Create and integrate paginated reports
  • Understand the differences and implications of DirectQuery, Live Connections, Import, and Composite model datasets
  • Integrate other Microsoft data tools into your Power BI solution
Who This Book Is For

This book is for BI professionals who wish to enhance their knowledge of Power BI and the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be an extremely useful resource. Familiarity with Power BI and working with datasets is essential. This book is not for beginners.

Table of Contents
  1. Configuring Power BI Tools
  2. Accessing and Retrieving Data
  3. Building a Power BI Data Model
  4. Authoring Power BI Reports
  5. Working in the Service
  6. Getting Serious with Date Intelligence
  7. Parameterizing Power BI Solutions
  8. Implementing Dynamic User-Based Visibility in Power BI
  9. Applying Advanced Analytics and Custom Visuals
  10. Administering and Monitoring Power BI
  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 Second Edition Gain expertise in Power BI with over - photo 1

Microsoft Power BI Cookbook

Second Edition

Gain expertise in Power BI with over 90 hands-on recipes, tips, and use cases

Greg Deckler

Brett Powell

BIRMINGHAMMUMBAI Microsoft Power BI Cookbook Second Edition Copyright 2021 - photo 2

BIRMINGHAMMUMBAI

Microsoft Power BI Cookbook

Second Edition

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 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.

Producer: Suman Sen

Acquisition Editor Peer Reviews: Saby Dsilva

Project Editor: Parvathy Nair

Content Development Editor: Alex Patterson

Copy Editor: Safis Editor

Technical Editor: Aditya Sawant

Proofreader: Safis Editor

Indexer: Manju Arasan

Presentation Designer: Ganesh Bhadwalkar

First published: September 2017 Second edition: September 2021

Production reference: 1280921

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

ISBN 978-1-80181-304-4

www.packt.com

Contributors
About the authors

Greg Deckler is a Vice President at Fusion Alliance and has been a professional of consulting services 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 Measure Gallery submissions. Greg founded the Columbus Azure ML and Power BI User Group in Columbus, OH in 2016 and continues to hold regularly monthly meetings.

I would like to thank the dynamic and vibrant Power BI community as a whole and especially all of the Super Users and my User Group members. Finally, I'd like to thank my son, Rocket, for keeping me supplied with excellent graphics and videos!

Brett Powell owns Frontline Analytics LLC, a data and analytics consultancy specializing in the Microsoft data platform. Brett has over ten years of experience in business intelligence and data warehouse projects as both a developer and technical architect. In addition to project engagements, Brett shares technical tips and examples via his popular Insights Quest blog and has authored two commercially successful books Mastering Microsoft Power BI and Microsoft Power BI Cookbook.

I'd first like to acknowledge and praise Jesus Christ, my Lord and Savior, for blessing me with these opportunities and for loving me and guiding me each day. I'd also like to thank my mother, Cathy, and brother Dustin, for their endless support and encouragement. Finally, I'd like to thank Packt for their efforts to produce quality, valuable content.

About the reviewer

David R. Eldersveld is a Technical Specialist at Microsoft currently focused on Power BI. Prior to joining Microsoft, he was a Data Platform MVP and spent nearly ten years as a data and analytics consultant with CapstoneBI and BlueGranite. David has contributed to technical communities as a blogger, speaker, and contributor to Workout Wednesday's Power BI challenges.

Preface

Microsoft Power BI is a collection of business intelligence and analytics applications and services designed to work in coordination with each other to provide visual, interactive insights into data.

This book provides detailed, step-by-step technical examples of using all the primary Power BI tools and features and also demonstrates end-to-end solutions that leverage and integrate with Power BI technologies and services. You will become familiar with Power BI development tools and services; go deep into data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI; and see Power BI's functional programming languages of DAX and M come alive to deliver powerful solutions that address challenging scenarios common to business intelligence.

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

The second edition of this book includes even more recipes covering the latest enhancements and integrations to Power BI. All other recipes have been updated and revised to make the recipes more detailed, easier to follow, and entirely based on the stock Adventure Works DW database.

Who this book is for

This book is for business intelligence professionals that want to enhance their knowledge of Power BI design and development while increasing the value of the Power BI solutions they deliver. Those interested in quick resolutions to common challenges and a reference guide to Power BI features and design patterns are certain to find this book a useful resource.

What this book covers

Chapter 1, Configuring Power BI Tools, covers the installation and configuration of the primary tools and services that BI professionals utilize to design and develop Power BI content, including Power BI Desktop, the On-Premises Data Gateway, Analyze in Excel, DAX Studio, Tabular Editor, and ALM Toolkit.

Chapter 2, Accessing and Retrieving Data, dives into Power BI Desktop's Get Data experience and walks through the process of establishing and managing data source connections and queries.

Chapter 3, Building a Power BI Data Model, explores the primary processes of designing and developing robust data models.

Chapter 4, Authoring Power BI Reports, develops and describes the most fundamental report visualizations and design concepts. Additionally, guidance is provided to enhance and control the user experience when consuming and interacting with Power BI reports in the Power BI service as well as on mobile devices.

Chapter 5, Working in the Service, covers Power BI dashboards constructed to provide simple, at-a-glance monitoring of critical measures and high-impact business activities.

Chapter 6, Getting Serious with Date Intelligence, contains recipes for preparing a data model to support robust date intelligence as well as recipes for authoring custom date intelligence measures.

Chapter 7, Parameterizing Power BI Solutions, covers both standard parameterization features and techniques in Power BI as well as more advanced custom implementations.

Chapter 8, Implementing Dynamic User-Based Visibility in Power BI

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