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iii ForewordContents
Introduction .................................................... viii Downloads ..................................................................... xi Installing the companion content .................. xii Acknowledgments ..................................................... xii Free ebooks from Microsoft Press .................... xiv Errata, updates, & book support ....................... xiv We want to hear from you ..................................... xv Stay in touch ................................................................ xv Chapter 1: Introducing Power BI ..................... 1 Getting started with Power BI ................................ 4 Uploading data to Power BI ................................. 10 Introducing natural-language queries ............. 13 Introducing Quick Insights .................................... 16 Introduction to reports ........................................... 22 Introducing Visual Interactions ........................... 30 Decorating the report ............................................. 37 Saving the report ...................................................... 40 Pinning a report ......................................................... 41 iv Contents Refreshing the budget workbook ...................... 43 Filtering a report ....................................................... 50 Conclusions ................................................................. 55 Chapter 2: Sharing the dashboard ................. 57 Inviting a user to see a dashboard .................... 58Inviting users outside your organization .... 66
Creating a group workspace in Power BI ........ 71Turning on sharing with Microsoft OneDrive
for Business ................................................................. 76Viewing reports and dashboards on mobile
devices........................................................................... 94 Conclusions .............................................................. 101Chapter 3: Understanding data refresh ..... 103
Introducing data refresh ..................................... 105Introducing the Power BI refresh
architecture .............................................................. 107 Introducing Power BI Desktop.......................... 111 Publishing to Power BI ......................................... 117Installing the Power BI Personal Gateway .... 120
Configuring automatic refresh ......................... 128 Conclusions .............................................................. 130Chapter 4: Using Power BI Desktop ........... 132
v Contents Connecting to a database .................................. 134 Loading from multiple sources ........................ 141 Using Query Editor ................................................ 145 Hiding or removing tables ................................. 159Handling seasonality and sorting months ... 163
Conclusions .............................................................. 179Chapter 5: Getting data from services
and content packs ........................................ 181 Consuming a service content pack ................. 183Creating a custom dataset from a service ... 197
Creating a content pack for your
organization ............................................................. 211Consuming an organizational content
pack ............................................................................. 216Updating an organizational content pack ... 223
Conclusions .............................................................. 227 Chapter 6: Building a data model ............... 230 Loading individual tables .................................... 232 Implementing measures ..................................... 236 Creating calculated columns ............................. 239Improving the report by using measures ..... 242
Integrating budget information ....................... 244 vi Contents Reallocating the budget ...................................... 256 Conclusions .............................................................. 262Chapter 7: Improving Power BI reports ..... 264
Choosing the right visualizations .................... 267Choosing between standard visuals .......... 274
Using custom visualizations .............................. 283 First steps with custom visualizations ....... 284Improving reports by using custom
visualizations ....................................................... 291Identifying conditions when custom
visualizations are required ............................. 299 Using DAX in data models ................................. 303 Creating high-density reports .......................... 311 Conclusions .............................................................. 320Chapter 8: Using Microsoft Power BI
in your company ........................................... 323 Getting data from existing systems ................ 325Understanding differences between
data refresh and live connections .............. 328Using relational databases on-premises .. 330
Using relational databases in the cloud ... 335
Using live connections to Analysis
Services ................................................................. 338 vii Contents Integrating Power BI with Office ...................... 340Publish Excel data models in Power BI ..... 340
Consume Power BI content from Excel .... 343
Using Power BI Tiles from Office Store .... 350
Managing security to access data ................... 360 Using row-level security ................................. 364 Extending and customizing Power BI ............ 370Creating custom visualizations for
Power BI ................................................................ 371 Introducing the Power BI REST API ............ 372Pushing real-time data to Power BI
dashboards .......................................................... 376Power BI embedded in applications .......... 381
Conclusions .............................................................. 383 About the authors ........................................... 386 exclusive pre-order discountAnalyzing
Data with Microsoft Power BI and Power
Pivot for Excel
special offers fromMicrosoft Press
Visit M icrosoftPressStore.com/Power BI powerbi. microsoft.comExclusive offer
forIntroducing
Microsoft Power BI
readers viii IntroductionIntroduction
Microsoft introduced the idea of Self-Service
Business Intelligence (BI) back in 2009,
announcing Power Pivot for Microsoft Excel2010. Strangely, at that time, it did not make big
announcements, hold conferences, or undertake a big marketing campaign for it. Everything started slowly, with some enthusiastic users adopting the new technology, but the vast majority of people did not even know about its existence. As part of the community of BI professionals, we were very surprised by that approach. At the time, we could clearly see the advantages for users to begin adopting PowerPivot as a tool for gathering insights from data,
so this complete lack of marketing was somewhat disappointing.Thus, for several years we (as a community) kept
asking Microsoft what they were waiting for; what was the delay in promoting Self-Service BI to the greater audience of data analysts, data scientists, decision makers, and BI enthusiasts all over the planet. We asked for the ability to share reports with a team, and the answer was to useSharePoint, either on-premises or the online
version, with the first release of Power BIan ix Introduction experience that was still not completely satisfactory. While we were waiting for Microsoft to fix the issues with the previous versions and to begin advertising the current products, it was doing something different that, with the benefit of hindsight, looks to have been the perfect choice. Microsoft collected the feedback of users, carefully considered what was missing in the world of end-user BI, and then crafted thePower BI is an evolution of the add-ins
previously available in Excel: Power Pivot, PowerQuery, and Power View. You can use Power BI
with or without Excelyou no longer are dependent on the version of Microsoft Office installed at your company. People did not like to share reports by using only SharePoint, andMicrosoft moved away from it. Users wanted a
mobile experience, and the development team created it. Data analysts wanted power, simplicity, new visualizations, and all of this is now available in Power BI. In addition, a lot of effort went into the creation of a seamless experience in loading data from many different cloud sources and building the infrastructure needed to provide all BI enthusiasts with a framework with which they can grow their reports, share them with their teams, and refresh the data in a simple yet effective way. x IntroductionTo make a long story short, Microsoft heard the
feedback of users and built a great set of tools for the adoption of Self-Service BI. And, now only nowit has begun marketing it.Suddenly, in the last few months, Power BI has
become the hottest topic at conferences, webinars, talks, and courses. As expected, people like you gathered interest in Power BI and began to search for resources to learn it. This book is one of these resources and its goal is to provide you with an effective introduction to the features available in the new Power BI.We wanted to write an introduction to Power BI
that covers the basics of the tool and, at the same time, shows you what the main capabilities of Power BI are. Thus, it is fair to say that the content of the book is somewhat unbalanced. At the beginning, we go for an easy introduction of the concepts along with an educational approach that lets you follow on your PC the same steps we show in the book. However, if we continued with that same mindset for the entire book, its size would quickly become intimidating.Thus, after the first chapters, we begin to run a
bit faster, knowing that we are no longer guiding you step by step. Instead, we show you available features; if you want to learn the details, you will need to read and study more. xi IntroductionThis book is targeted to a variety of readers.
There are information workers and people who
are totally new to the BI world. For those readers, the book acts as a simple introduction to the concepts that are the foundation of BI. Yet, another category of we wanted to target is that of IT professionals and database administrators who might need to drive the decisions of the company in adopting Power BI, because their users are asking for it. If this is you, this book acts as both a simple introduction to the basic concepts, to help you understand why users are so interested in Power BI, and as an overview of the capabilities and tools available in Power BI, so that you can make educated choices in adopting it. Power BI is not just a tool: it is an ecosystem that can integrate existing corporateBI with Self-Service BI. The last chapter of the
book gives you an overview of these capabilities.We hope you enjoy reading the book as much as
we enjoyed writing it. Keep in mind that this is probably your first step in the fascinating world of Self-Service BI, the first step of a long journey in gathering insights from your data.Downloads
All of the chapters in this book include
workbooks and databases that let you xii Introduction interactively try out new material learned in the main text. All sample content can be downloaded from the following page: http://aka.ms/IntroPowerBI/downloadsFollow the instructions to download the
IntroPowerBI_302284_CompanionContent.zip
file.Installing the companion content
Follow these steps to install the companion
content on your computer so that you can use them with the exercises in this book.1. Unzip the
IntroPowerBI_302284_CompanionContent.zi
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website (name a specific directory along with directions to create it, if necessary).2. If prompted, review the displayed end user
license agreement. If you accept the terms, select the accept option, and then click Next.Acknowledgments
As usual with projects of this sort, there are too many people to thank, and a complete list of xiii Introduction everyone who contributed to this book would be impossible to write.Nevertheless, there are certain people we must
mention personally, because of their particular contributions.We want to thank Microsoft Press and all the
people there who worked on the project.Rosemary Caperton has been a great editor who
helped us immeasurably with the process of book writing. Many others behind the scenes guided us through the complexity of authoring a book³thanks to you all.Finally, a special mention goes to our technical
reviewer, Ed Price. He double-checked all the content of our original text, searching for errors and sentences that were not clear; giving us invaluable suggestions on how to improve the book. Without his meticulous work, the book would have been much harder to read and would contain more mistakes!If the book contains fewer errors than our
original manuscript, it is only because of them. If it still contains errors, it is our fault, of course. xiv IntroductionFree ebooks from
Microsoft Press
From technical overviews to in-depth
information on special topics, the free ebooks from Microsoft Press cover a wide range of topics. These ebooks are available in PDF, EPUB, and Mobi for Kindle formats, ready for you to download at: http://aka.ms/mspressfreeCheck back often to see what is new!
Errata, updates, & book
supportJH·YH PMGH HYHU\ HIIort to ensure the accuracy
of this book and its companion content. You can access updates to this book³in the form of a list of submitted errata and their related corrections³at: http://aka.ms/IntroPowerBI/errata If you discover an error that is not already listed, please submit it to us at the same page. xv IntroductionIf you need additional support, email Microsoft
Press Book Support at mspinput@microsoft.com.
Please note that product support for Microsoft
software and hardware is not offered through the previous addresses. For help with Microsoft software or hardware, go to http://support.microsoft.com.We want to hear from
youAt Microsoft Press, your satisfaction is our top
priority, and your feedback our most valuable asset. Please tell us what you think of this book at: http://aka.ms/tellpressThe survey is short, and we read every one of
your comments and ideas. Thanks in advance for your input!Stay in touch
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