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Dan Clark - Beginning Microsoft Power Bi: A Practical Guide to Self-Service Data Analytics

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Dan Clark Beginning Microsoft Power Bi: A Practical Guide to Self-Service Data Analytics
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Analyze company data quickly and easily using Microsofts powerful data tools. Learn to build scalable and robust data models, clean and combine different data sources effectively, and create compelling and professional visuals.

Beginning Power BI is a hands-on, activity-based guide that takes you through the process of analyzing your data using the tools that that encompass the core of Microsofts self-service BI offering. Starting with Power Query, you will learn how to get data from a variety of sources, and see just how easy it is to clean and shape the data prior to importing it into a data model. Using Power BI tabular and the Data Analysis Expressions (DAX), you will learn to create robust scalable data models which will serve as the foundation of your data analysis. From there you will enter the world of compelling interactive visualizations to analyze and gain insight into your data. You will wrap up your Power BI journey by learning how to package and share your reports and dashboards with your colleagues.

Author Dan Clark takes you through each topic using step-by-step activities and plenty of screen shots to help familiarize you with the tools. This third edition covers the new and evolving features in the Power BI platform and new chapters on data flows and composite models. This book is your hands-on guide to quick, reliable, and valuable data insight.

What You Will Learn

  • Simplify data discovery, association, and cleansing
  • Build solid analytical data models
  • Create robust interactive data presentations
  • Combine analytical and geographic data in map-based visualizations
  • Publish and share dashboards and reports

  • Who This Book Is For

    Business analysts, database administrators, developers, and other professionals looking to better understand and communicate with data

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    Dan Clark Beginning Microsoft Power BI A Practical Guide to Self-Service Data - photo 1
    Dan Clark
    Beginning Microsoft Power BI
    A Practical Guide to Self-Service Data Analytics
    3rd ed.
    Dan Clark Camp Hill PA USA Any source code or other supplementary material - photo 2
    Dan Clark
    Camp Hill, PA, USA

    Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub via the books product page, located at www.apress.com/9781484256190 . For more detailed information, please visit http://www.apress.com/source-code .

    ISBN 978-1-4842-5619-0 e-ISBN 978-1-4842-5620-6
    https://doi.org/10.1007/978-1-4842-5620-6
    Dan Clark 2020
    This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.
    Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.
    While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein.
    Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail orders-ny@springer-sbm.com, or visit www.springeronline.com. Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation.
    Introduction

    Self-service business intelligence (BI)you have heard the hype, seen the sales demos, and are ready to give it a try. Now what? You have probably checked out a few web sites for examples, given them a try, and learned a thing or two, but you are probably still left wondering how all the pieces fit together and how you go about creating a complete solution. If so, this book is for you. It takes you step by step through the process of analyzing data using the tools that are at the core of Microsofts self-service BI offering: Power Query and Power BI Desktop.

    Quite often, you need to take your raw data and transform it in some way before you load it into the data model. You may need to filter, aggregate, or clean the raw data. I show you how Power Query allows you to easily transform and refine data before incorporating it into your data model. Next, I show you how to create robust, scalable data models using Power BI Desktop. Because creating robust Power BI models is essential to creating self-service BI solutions, I cover it extensively in this book. Next up, I show you how to use Power BI Desktop to easily build interactive visualizations that allow you to explore your data to discover trends and gain insight. Finally, I show you how to deploy your solution to the Power BI Service for your colleagues to use.

    I strongly believe that one of the most important aspects of learning is doing. You cant learn how to ride a bike without jumping on a bike, and you cant learn to use the BI tools without actually interacting with them. Any successful training program includes both theory and hands-on activities. For this reason, I have included a hands-on activity at the end of every chapter designed to solidify the concepts covered in the chapter. I encourage you to work through these activities diligently. It is well worth the effort.

    As you start working with Power BI, you will soon realize it is constantly evolving (for the better). Every month there is an update to Power BI Desktop that introduces new features and changes to the interface. For this reason, some of the screenshots may not look exactly like the current version of Power BI. They will be, however, close enough to figure out what has changed.

    Good luck on your journey, and dont hesitate to provide feedback and suggestions for improving the experience!

    Acknowledgments

    Once again, thanks to the team at Apress for making the writing of this book an enjoyable experience. A special thanks goes to my good friend and technical reviewer, Althank you for your attention to detail and excellent suggestions while reviewing this book.

    Table of Contents
    About the Author
    Dan Clark
    is a senior business intelligence BI and programming consultant specializing - photo 3

    is a senior business intelligence (BI) and programming consultant specializing in Microsoft technologies. He is focused on learning new BI and data technologies and training others on how to best implement the technology. Dan has published several books and numerous articles on .NET programming and BI development. He is a regular speaker at various developer and database conferences and user group meetings and enjoys interacting with the Microsoft communities. In a previous life, Dan was a physics teacher. He is still inspired by the wonder and awe of studying the universe and figuring out why things behave the way they do. Dan can be reached at Clark.drc@gmail.com.

    About the Technical Reviewer
    Al MacKinnon
    is a principal customer success manager with CDW focusing on Microsoft Cloud - photo 4

    is a principal customer success manager with CDW, focusing on Microsoft Cloud solutions with customers in the Mid-Atlantic region. He has a long background in IT, including 10 years with Microsoft. That experience includes technical training, consulting, project management, solutions architecture, and course development. Hes held numerous certifications from Novell, Microsoft, and CompTIA and has been a CISSP since 2003. He gets the most satisfaction from helping organizations map technology to business goals and challenges. Al is supported by his wife of over 30 years, and, when not working, he often discusses our place in the universe with the author. Finally, hes gratified that his BA in English is finally starting to pay off.

    Dan Clark 2020
    D. Clark Beginning Microsoft Power BI https://doi.org/10.1007/978-1-4842-5620-6_1
    1. Introducing Power BI
    Dan Clark
    (1)
    Camp Hill, PA, USA

    The core of Microsofts self-service business intelligence (BI) toolset is the Power BI data engine (also known as Power Pivot). It is integrated into both Power BI Desktop and Excel (2010 and later) and forms the foundation on top of which you will build your analytical reports and dashboards. This chapter provides you with some background information on why Power BI is such an important tool and what makes it perform so well. The chapter also provides you with an overview of the Power BI Desktop interface and gives you some experience using the different areas of the interface.

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