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Luca Zavarella - Extending Power BI with Python and R: Ingest, transform, enrich, and visualize data using the power of analytical languages

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Luca Zavarella Extending Power BI with Python and R: Ingest, transform, enrich, and visualize data using the power of analytical languages
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Extending Power BI with Python and R: Ingest, transform, enrich, and visualize data using the power of analytical languages: summary, description and annotation

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Perform more advanced analysis and manipulation of your data beyond what Power BI can do to unlock valuable insights using Python and R

Key Features
  • Get the most out of Python and R with Power BI by implementing non-trivial code
  • Leverage the toolset of Python and R chunks to inject scripts into your Power BI dashboards
  • Implement new techniques for ingesting, enriching, and visualizing data with Python and R in Power BI
Book Description

Python and R allow you to extend Power BI capabilities to simplify ingestion and transformation activities, enhance dashboards, and highlight insights. With this book, youll be able to make your artifacts far more interesting and rich in insights using analytical languages.

Youll start by learning how to configure your Power BI environment to use your Python and R scripts. The book then explores data ingestion and data transformation extensions, and advances to focus on data augmentation and data visualization. Youll understand how to import data from external sources and transform them using complex algorithms. The book helps you implement personal data de-identification methods such as pseudonymization, anonymization, and masking in Power BI. Youll be able to call external APIs to enrich your data much more quickly using Python programming and R programming. Later, youll learn advanced Python and R techniques to perform in-depth analysis and extract valuable information using statistics and machine learning. Youll also understand the main statistical features of datasets by plotting multiple visual graphs in the process of creating a machine learning model.

By the end of this book, youll be able to enrich your Power BI data models and visualizations using complex algorithms in Python and R.

What you will learn
  • Discover best practices for using Python and R in Power BI products
  • Use Python and R to perform complex data manipulations in Power BI
  • Apply data anonymization and data pseudonymization in Power BI
  • Log data and load large datasets in Power BI using Python and R
  • Enrich your Power BI dashboards using external APIs and machine learning models
  • Extract insights from your data using linear optimization and other algorithms
  • Handle outliers and missing values for multivariate and time-series data
  • Create any visualization, as complex as you want, using R scripts
Who this book is for

This book is for business analysts, business intelligence professionals, and data scientists who already use Microsoft Power BI and want to add more value to their analysis using Python and R. Working knowledge of Power BI is required to make the most of this book. Basic knowledge of Python and R will also be helpful.

Table of Contents
  1. Where and How to Use R and Python Scripts in Power BI
  2. Configuring R with Power BI
  3. Configuring Python with Power BI
  4. Importing Unhandled Data Objects
  5. Using Regular Expressions in Power BI
  6. Anonymizing and Pseudonymizing Your Data in Power BI
  7. Logging Data From Power BI To External Sources
  8. Loading Large Datasets Beyond the Available RAM in Power BI
  9. Calling External APIs to Enrich Your Data
  10. Calculating Columns Using Complex Algorithms
  11. Adding Statistics Insights: Associations
  12. Adding Statistics Insights: Outliers and Missing Values
  13. Using Machine Learning Without Premium or Embedded Capacity
  14. Exploratory Data Analysis
  15. Advanced Visualizations
  16. Interactive R Custom Visuals

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Extending Power BI with Python and R Copyright 2021 Packt Publishing This is an - photo 1
Extending Power BI with Python and R

Copyright 2021 Packt Publishing

This is an Early Access product. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the content and extracts of this book may evolve as it is being developed to ensure it is up-to-date.

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, ortransmitted 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.

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.

Early Access Publication: Extending Power BI with Python and R

Early Access Production Reference: B17081

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK

ISBN: 978-1-80107-820-7

www.packt.com
Extending Power BI with Python and R: Ingest, transform, enrich and visualize using the power of analytical languages

Welcome to Packt Early Access. Were giving you an exclusive preview of this book before it goes on sale. It can take many months to write a book, but our authors have cutting-edge information to share with you today. Early Access gives you an insight into the latest developments by making chapter drafts available. The chapters may be a little rough around the edges right now, but our authors will update them over time. Youll be notified when a new version is ready.

This title is in development, with more chapters still to be written, which means you have the opportunity to have your say about the content. We want to publish books that provide useful information to you and other customers, so well send questionnaires out to you regularly. All feedback is helpful, so please be open about your thoughts and opinions. Our editors will work their magic on the text of the book, so wed like your input on the technical elements and your experience as a reader. Well also provide frequent updates on how our authors have changed their chapters based on your feedback.

You can dip in and out of this book or follow along from start to finish; Early Access is designed to be flexible. We hope you enjoy getting to know more about the process of writing a Packt book. Join the exploration of new topics by contributing your ideas and see them come to life in print.

  1. Where and How to Use R and Python Scripts in Power BI
  2. Configuring R with Power BI
  3. Configuring Python with Power BI
  4. Importing Unhandled Data Objects
  5. Using Regular Expressions in Power BI
  6. Anonymizing and Pseudonymizing Your Data in Power BI
  7. Logging Data From Power BI To External Sources
  8. Loading Large Datasets Beyond the Available RAM in Power BI
  9. Calling External APIs to Enrich Your Data
  10. Calculating Columns Using Complex Algorithms
  11. Adding Statistics Insights: Associations
  12. Adding Statistics Insights: Outliers and Missing Values
  13. Using Machine Learning Without Premium or Embedded Capacity
  14. Exploratory Data Analysis
  15. Advanced Visualizations
  16. Interactive R Custom Visuals
1 Where and How to Use R and Python Scripts in Power BI

Power BI is Microsoft's flagship self-service business intelligence product. It consists of a set of on-premises applications and cloud-based services that help organizations integrate, transform, and analyze data from a wide variety of source systems through a user-friendly interface.

The platform is not limited to data visualization. Power BI is much more than this, when you consider that its analytics engine (Vertipaq) is the same as SQL Server Analysis Services (SSAS) and Azure Analysis Services. It also uses Power Query as its data extraction and transformation engine, which we find in both Analysis Services and Excel. The engine comes with a very powerful and versatile formula language (M) and GUI, thanks to which you can "grind" and shape any type of data into any form.

Moreover, Power BI supports DAX as a data analytic formula language, which can be used for advanced calculations and queries on data that has already been loaded into tabular data models.

Such a versatile and powerful tool is a godsend for anyone who needs to do data ingestion and transformation in order to build dashboards and reports to summarize a company's business.

Recently, the availability of huge amounts of data, along with the ability to scale the computational power of machines, has made the area of advanced analytics more appealing. So, new mathematical and statistical tools have become necessary in order to provide rich insights. Hence the integration of analytical languages such as Python and R within Power BI.

R or Python scripts can only be used within Power BI with specific features. Knowing which Power BI tools can be used to inject R or Python scripts into Power BI is key to understanding whether the problem you want to address is achievable with these analytical languages.

This chapter will cover the following topics:

  • Injecting R or Python scripts into Power BI
  • Using R and Python to interact with your data
  • R and Python limitations on Power BI products
Technical requirements

This chapter requires you to have Power BI Desktop already installed on your machine (you can download it from here: https://aka.ms/pbiSingleInstaller).

Injecting R or Python scripts into Power BI

In this first section, the Power BI Desktop tools that allow you to use Python or R scripts will be presented and described in detail. Specifically, you will see how to add your own code during the data loading, data transforming, and data viewing phases.

Data loading

One of the first steps required to work with data in Power BI Desktop is to import it from external sources:

  1. There are many connectors that allow you to do this, depending on the respective data sources, but you can also do it via scripts in Python and R. In fact, if you click on the Get data icon in the ribbon, not only are the most commonly used connectors shown, but you can select other ones from a more complete list by clicking on More...:

    Figure 11 Browse more connectors to load your data In the new Get Data window - photo 2Figure 1.1 Browse more connectors to load your data
  2. In the new Get Data window that pops up, simply start typing the string script into the search text box, and immediately the two options for importing data via Python or R appear:

    Figure 12 Showing R script and Python script into the Get Data window Reading - photo 3
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