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Microsoft Power BI Quick Start Guide
Microsoft Power BI Quick Start Guide

Microsoft Power BI Quick Start Guide: Bring your data to life through data modeling, visualization, digital storytelling, and more , Second Edition

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Profile Icon Devin Knight Profile Icon Erin Ostrowsky Profile Icon Mitchell Pearson Profile Icon Schacht
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$99.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2 (17 Ratings)
Paperback Oct 2020 296 pages 2nd Edition
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Arrow left icon
Profile Icon Devin Knight Profile Icon Erin Ostrowsky Profile Icon Mitchell Pearson Profile Icon Schacht
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$99.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2 (17 Ratings)
Paperback Oct 2020 296 pages 2nd Edition
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$71.98 $79.99
Paperback
$99.99
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Free Trial
Renews at $19.99p/m
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$71.98 $79.99
Paperback
$99.99
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Renews at $19.99p/m

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Microsoft Power BI Quick Start Guide

Data Transformation Strategies

Within any BI project, it is essential that the data you are working with has been properly scrubbed to ensure accurate results on your reports and dashboards. Applying data cleansing business rules, also known as transforms, is the primary method for correcting inaccurate or malformed data, but the process can often be the most time-consuming part of any corporate BI solution. However, the data transformation capabilities built into Power BI are both very powerful and user-friendly. Using the Power Query Editor, tasks that would typically be difficult or time-consuming in an enterprise BI tool are as simple as right-clicking on a column and selecting the appropriate transform for the field. While interacting with the user interface, the Power Query Editor automatically writes queries using a language called M behind the scenes.

Through the course of this chapter, you will explore some of the most common features of the Power Query Editor that make it so highly regarded by its users. Since one sample dataset cannot provide all the problems you will run into, you will be provided with several small, disparate examples to show you what is possible. This chapter will detail the following topics:

  • The Power Query Editor
  • Transform basics
  • Advanced data transformation options
  • Leveraging R
  • AI Insights
  • The M formula language

To get started, let's get familiar with the interface known as the Power Query Editor.

The Power Query Editor

The Power Query Editor is the primary tool that you will utilize for applying transformations and cleansing processes to your data. This editor can be launched as part of establishing a connection to your data, or by simply clicking Transform Data on the Home ribbon of the Power BI Desktop. When the Power Query Editor is opened, you will notice that it has its own separate environment for you to work in. The environment encapsulates a user-friendly method for working with all of the queries that you will define. Before you dive deep into the capabilities of the Power Query Editor, let's first start by reviewing the key areas of the Power Query Editor interface, as shown in Figure 2.1:

Figure 2.1: First view of the Power Query Editor

Following the numbered figures, let's review some of the most important features of the Power Query Editor:

  1. New Source: This launches the interface to establish your connection details, which is the same interface as the Get data button that you learned about in Chapter 1, Getting Started with Importing Data Options.
  2. The Queries pane: A list of all the queries that you have connected to. From here, you can rename a query, disable the load and modify report refresh capabilities, and organize your queries into groups.
  3. Query Settings: Within this pane, you can rename the query, but more importantly, you can see and change the list of steps, or transforms, that have been applied to your query. If you ever accidentally close this pane, you can relaunch it from the View menu.
  4. Advanced Editor: By launching the Advanced Editor, you can see the M query that is automatically written for you by the Power Query Editor.
  5. Close & Apply: Choosing this option will close the Power Query Editor and load the results into the data model.

With this basic navigation understood, let's start to discuss some of the basics of working with various transforms.

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Key benefits

  • Updated with the latest features in Power BI including Dataflow, AI insights, visuals and row level security
  • Get faster and more intuitive data insights using Microsoft Power BI and its business intelligence capabilities
  • Build accurate analytical models, reports, and dashboards

Description

This revised edition has been fully updated to reflect the latest enhancements to Power BI. It includes a new chapter dedicated to dataflow, and covers all the essential concepts such as installation, designing effective data models, as well as building basic dashboards and visualizations to help you and your organization make better business decisions. You’ll learn how to obtain data from a variety of sources and clean it using Power BI Query Editor. You’ll then find out how you can design your data model to navigate and explore relationships within it and build DAX formulas to make your data easier to work with. Visualizing your data is a key element in this book, and you’ll get to grips rapidly with data visualization styles and enhanced digital storytelling techniques. In addition, you will acquire the skills to build your own dataflows, understand the Common Data Model, and automate data flow refreshes to eradicate data cleansing inefficiency. This guide will help you understand how to administer your organization's Power BI environment so that deployment can be made seamless, data refreshes can run properly, and security can be fully implemented. By the end of this Power BI book, you’ll have a better understanding of how to get the most out of Power BI to perform effective business intelligence.

Who is this book for?

Aspiring business intelligence professionals who want to learn Power BI will find this book useful. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.

What you will learn

  • Connect to data sources using import and DirectQuery options
  • Use Query Editor for data transformation and data cleansing processes, including writing M and R scripts and dataflows to do the same in the cloud
  • Design optimized data models by designing relationships and DAX calculations
  • Design effective reports with built-in and custom visuals
  • Adopt Power BI Desktop and Service to implement row-level security
  • Administer a Power BI cloud tenant for your organization
  • Use built-in AI capabilities to enhance Power BI data transformation techniques
  • Deploy your Power BI desktop files into the Power BI Report Server
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Publication date : Oct 30, 2020
Length: 296 pages
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Language : English
ISBN-13 : 9781800561571
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Length: 296 pages
Edition : 2nd
Language : English
ISBN-13 : 9781800561571
Vendor :
Microsoft
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Tools :

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Table of Contents

11 Chapters
Getting Started with Importing Data Options Chevron down icon Chevron up icon
Data Transformation Strategies Chevron down icon Chevron up icon
Building the Data Model Chevron down icon Chevron up icon
Leveraging DAX Chevron down icon Chevron up icon
Visualizing Data Chevron down icon Chevron up icon
Digital Storytelling with Power BI Chevron down icon Chevron up icon
Using a Cloud Deployment with the Power BI Service Chevron down icon Chevron up icon
Data Cleansing in the Cloud with Dataflows Chevron down icon Chevron up icon
On-Premises Solutions with Power BI Report Server Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

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Full star icon Full star icon Full star icon Full star icon Half star icon 4.2
(17 Ratings)
5 star 64.7%
4 star 17.6%
3 star 0%
2 star 5.9%
1 star 11.8%
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Scotticus Mar 29, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is exactly what the title suggests: a Quick Start guide. The book is very helpful at walking you through the steps and giving good examples at what can be accomplished with Power BI. It also opens up the door with suggestions of what else can be accomplished with further research and practice. For the Data Analyst that is looking to get a quick understand of how to use Power BI, I would highly recommend.
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Todd Thieme Dec 13, 2020
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This book is full of great information.The authors do a great job of going through all of the major components and steps in building successful and useful reports in Power Bi. They write in plain enough language that it would be great for a beginner to pick up and learn from. It is also useful to someone who has experience with the tool and exploring some new pieces.It isn't just based on the technical aspect either, they do a great job of walking through data visualizations that improve, and not detract, from the information being presented.Great work and extremely useful!
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Elias Sanchez Apr 03, 2023
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Delivery was on time the book looks as advertised.
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Jacob W. Jolliff Dec 14, 2020
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@ this price it beats a Udemy course. Explanations are clear, spelling and grammar are good. You will need a separate pdf file to see screen shots as the kindle version images are too small to view details. So note that you receive a pdf file with all screen shots helping you through examples.Also note:To go through exercises using AI capabilities you will need a Power BI Premium license. A pro license will not allow you to use Microsoft's Power BI AI features.This book is hot off the press as of this review which makes this an excellent source to learn Power BI.
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Hannah Jan 25, 2021
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This book is a great resource to use when getting started in Power BI as it walks you through the proper way to model your data and then visualize that data in a useful way. It not only helps beginners but also is a useful guide / reminder to those that have used Power BI for years! I think it is an invaluable resource and one that should be used by those in the industry and also for those that are using it leisurely.
Amazon Verified review Amazon
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