John Wiley & Sons Beginning Power BI for Business Users Cover Discover the utility of your organization's data with Microsoft Power BI In Beginning Power BI for .. Product #: 978-1-394-19029-4 Regular price: $48.50 $48.50 In Stock

Beginning Power BI for Business Users

Learning to Turn Data into Insights

Fuller, Paul D.

Tech Today

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1. Edition October 2023
288 Pages, Softcover
Practical Approach Book

ISBN: 978-1-394-19029-4
John Wiley & Sons

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Discover the utility of your organization's data with Microsoft Power BI

In Beginning Power BI for Business Users: Learning to Turn Data into Insights, accomplished data professional and business intelligence expert Paul Fuller delivers an intuitive and accessible handbook for professionals seeking to use Microsoft's Power BI to access, analyze, understand, report, and act on the data available to their organizations. In the book, you'll discover Power BI's robust feature set, learn to ingest and model data, visualize and report on that data, and even use the DAX scripting language to unlock still more utility from Microsoft's popular program.

Beginning with general principles geared to readers with no or little experience with reporting or data analytics tools, the author walks you through how to manipulate common, publicly available data sources--including Excel files and relational databases. You'll also learn to:
* Use the included and tested sample code to work through the helpful examples included by the author
* Conduct data orchestration and visualization to better understand and gain insights from your data

An essential resource for business analysts and Excel power users reaching the limits of that program's capabilities, Beginning Power BI for Business Users will also benefit data analysts who seek to prepare reports for their organizations using Microsoft's flexible and intuitive software.

Introduction xxi

Part 1: Introduction

Chapter 1: Introducing Power BI 3

What Is Power BI? 3

Why Would I Use Power BI? 7

But Why? 7

Disconnected Data 8

Fixed Formulas 9

Ten Reasons Why Power BI Transforms Your Work 10

Will I Still Use Excel? 12

How Much Is this Going to Cost? 14

Where Do We Go from Here? 16

Chapter 2: From Data to Insight 17

Three Guiding Principles 17

Distinguishing Data, Information, and Knowledge 18

Follow a Consistent, Proven Method 21

Data Sources 21

Files 21

Databases 22

Online Services 23

Plan Ahead 23

Import Data 25

Prepare Data 26

Model Data 28

Report Data 29

Analyze Data 30

Use Visualizations Well 31

Three Ways to Ruin Visual Analytics 32

Use as Many Cool Gadgets as You Can Find 32

Overwhelm the User with Tons of Detail 32

Pick the Wrong Tool for the Job 34

Four Ways to Improve Visual Analytics 35

Reduce the Nondata Pixels 35

Enhance the Data Pixels 36

Conclusion 38

Part 2: Power BI Guided Walk-Throughs

Chapter 3: Let's Take a Flyover! 41

Getting Connected 41

A Quick Tour of the Power BI Service 42

Frequented Hotspots of Power BI 42

Adding Sample Content 43

Understanding the Power BI Service Interface 44

Highlighting 47

Slicers 50

Filters 52

Drill-Down 54

Dashboards 55

Drill-Through 58

Visibility 59

Show as Table 59

Sorting Visuals 60

Filtering-- One More Time 61

Power BI Building Blocks 61

Flyover of Power BI Desktop 62

Navigating Power BI Desktop 63

Conclusion 65

Chapter 4: Building Your First Report 67

Connecting to a Data Source 67

Examining the Data Model 68

Exploring the Data 75

Building Your Report 85

Designing for Mobile Devices 101

Conclusion 102

Chapter 5: Preparing Data 103

GDP Data 103

Power Query Overview 105

Data Arrangement Steps 106

Rename Query 106

Remove Rows 106

Remove Columns 107

Applied Steps So Far 107

Promote Headers 108

Renaming Columns 108

Empty Values 109

Handling Aggregated Data 109

Filtering Rows 110

Unpivoting Data 110

Change Column Data Type 112

Changing Values in Columns 112

Duplicating Columns 113

Multiply by a Million 113

Removing Implicit Measures 114

Column Formatting 115

Calculated Columns 115

Add Previous Year Column 116

Hiding Columns 117

LOOKUPVALUE Function 118

DIVIDE Function 119

Visualize Our GDP Data 120

Where Are We? 121

Cleaning Messy Data 122

Handle Many-to-Many Relationships 123

Duplicate a Query 125

Split Column 125

Format Column 127

Remove Duplicates 127

Index Column 128

Merge Data 128

Applying Changes 129

Finding the Power Query Button 131

Simple Cleanup Tasks 131

Replacing Values 132

Custom Columns 133

More Cleanup 135

Cleaning Date Columns 136

Conclusion 138

Chapter 6: Modeling Data 139

Dimensional Modeling 140

Why Does This Matter? 143

Makes Sense to You 143

Cross-Business Process Analysis 144

Flexible Grouping 144

Performance for Power BI 144

Facts 145

Types of Facts 146

Granularity 146

Relationships Between Facts (Never!) 147

Dimensions 148

Using Integer Keys for Relationships 149

Hierarchies in Dimensions 149

Date Dimensions 150

Power Query and Data Modeling 151

How to Build a Date Dimension 152

Import a Date Table from SQL Server Database 153

Create a Date Dimension with Power Query 155

Create a Date Dimension with DAX 158

Sort by Column 161

Mark It as a Date Table 161

How to Arrange into a Star- Schema 161

Create a State Dimension 162

Create a GDP Category Dimension 163

Add a New StateID Foreign Key to Our Fact Table 163

Unpivot the GDP Year Values 164

Putting It All into Action 166

Conclusion 167

Part 3: Going Deeper Into Power BI

Chapter 7: Relationships and Filtering 171

Filtering Through Relationships 171

Visuals Interact Independently 174

The Direction of Relationships 176

Bidirectional Filtering 179

Report Filter Types 181

Visual Filters 181

Date Filtering 182

Numeric Filtering 182

Text Filtering 183

Page and Report Filters 185

Controlling the Use of Filters 185

Conclusion 186

Chapter 8: Enhancing Your Report 187

Configuring Drill- Down 187

Configuring Drill- Through 190

Buttons 193

Bookmarks 195

Personal Bookmarks vs. Report Bookmarks 199

Selections and Visibility 201

Conclusion 205

Chapter 9: Refreshing, Sharing, and Collaborating 207

Refreshing Data 207

Configuring Data Source Credentials 210

Power BI Data Gateway 213

Scheduling Refresh 214

Dataset Modes 216

Sharing and Collaborating 216

Workspaces 216

Creating Workspaces 217

Publishing 217

Security and Permission Levels 219

Power BI Apps 223

Sharing 230

Summary 232

Chapter 10: Introducing Dax 233

Setup 233

Calculated Columns 235

How to Create a Calculated Column 236

DAX Measures 240

COUNTROWS and DISTINCTCOUNT 244

Filter Context 246

CALCULATE Function 249

Conclusion 250

Chapter 11: Conclusion 251

Where Does My Organization Begin? 251

Delivery Strategy 251

Business-Led Self-Service 252

IT-Managed Self-Service 253

Corporate BI 253

Which Delivery Strategy Is Right for My Organization? 253

Where Do I Go from Here? 254

Top Gurus 254

Advice 254

Index 257
PAUL D. FULLER has over 25 years' experience in app development, business intelligence, and data warehousing. He offers technical leadership and delivery oversight for complex and challenging data platform projects. He is an expert in Power BI, dimensional data modeling, and data warehousing.