Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Mastering Microsoft Power BI – Second Edition
Mastering Microsoft Power BI – Second Edition

Mastering Microsoft Power BI – Second Edition: Expert techniques to create interactive insights for effective data analytics and business intelligence , Second Edition

eBook
$27.98 $39.99
Paperback
$49.99
Subscription
Free Trial
Renews at $19.99p/m

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Table of content icon View table of contents Preview book icon Preview Book

Mastering Microsoft Power BI – Second Edition

Preparing Data Sources

This chapter follows on from the dataset planning process described in Chapter 1, Planning BI Projects, by providing guidance on how to prepare for connecting to and transforming data using Power Query (M) queries. Power Query queries are written in a data transformation language commonly called “M” or can be generated via the Power Query Editor user interface. These queries access data sources and optionally apply data transformation logic to prep the tables for the Power BI data model.

As mentioned in Chapter 1, Planning BI Projects, to the greatest extent possible data transformation processes should be implemented within data sources such as Azure SQL and Azure Synapse SQL rather than via Power BI’s data transformation capabilities. The presence of significant data transformation logic (for example, joins, filters, and new columns) outside of an organization’s primary data warehouse or “source of truth” makes...

Query folding

Query folding is one of the most powerful and important capabilities of the M language as it translates M expressions into equivalent query statements for the given source system to process. With query folding, Power Query (M) serves as a rich abstraction layer for defining both simple and complex data transformation processes while still leveraging the compute resources of the source system. When implementing any remaining logic or data transformations via M functions, a top priority of the dataset designer is to ensure that these operations are folded to the data source.

In the following M query shown in Figure 2.1, a Table.RemoveColumns() M function is applied against the SQL view for the Internet Sales fact table to exclude three columns that are not needed for the dataset:

Graphical user interface, application  Description automatically generated

Figure 2.1: Power Query Editor: View Native Query

The additional step is translated to a SQL query that simply doesn’t select the three columns. The specific SQL statement...

Query design per dataset mode

As mentioned in Chapter 1, Planning BI Projects, to the greatest extent possible data transformation processes should be implemented within data sources such as Azure SQL and Azure Synapse Analytics rather than via Power BI’s data transformation capabilities.

The presence of significant data transformation logic, such as joins, filters, and new columns, outside of an organization’s primary data warehouse or “source of truth” makes these solutions more difficult to understand and support. In addition, source systems are generally provisioned with more compute resources to handle data transformations and often include secondary data structures, like indexes, that speed up certain operations such as filters and joins.

If resource or time constraints make it necessary to apply data transformations in Power BI rather than source systems, Power Query (M) should generally be favored over DAX calculated columns and tables...

Data sources

Data source connectivity is one of the strengths of Power BI, due to the vast list of standard data source connectors included in Power BI Desktop. In addition, numerous industry standards such as Open Data Protocol (OData), Open Database Connectivity (ODBC), and Object Linking and Embedding Database (OLE DB) are supported. The breadth of data connectivity options is further bolstered by the ability for developers to create custom Power BI data connectors for a specific application, service, or data source.

Although a Power BI dataset can connect to multiple sources ranging from Azure Synapse Analytics to a text file, solution architects and developers should strive to build solutions on a single, well-supported source such as a data warehouse database system that already contains the necessary data integrations as well as reflects data integrity constraints and quality processes. Power BI datasets that connect to several distinct sources, and particularly to less...

SQL views

As described in the Dataset planning section of Chapter 1, Planning Power BI Projects, a set of SQL views should be created within the data source and these SQL views, rather than the database tables, should be accessed by the Power BI dataset. SQL views are essentially virtual tables that provide an abstraction layer from the underlying database tables. SQL views can be used to merge database tables and to limit the number of columns, thus preventing such transformations from occurring within Power Query queries.

Each fact and dimension table required by the Power BI dataset should have its own SQL view and its own M query within the dataset that references this view. The SQL views should preferably be assigned to a dedicated database schema and identify the dimension or fact table represented as shown in Figure 2.11:

Figure 2.11: Views assigned to BI schema in SQL Server

A common practice is to create a database schema specific to the given dataset being...

Summary

In this chapter, we’ve covered a number of important concepts, design principles, data source settings, and source system preparation. This includes query folding, query design considerations per dataset mode, important Power BI Desktop configuration settings, data source privacy levels, and the layer of SQL views within a database source.

Understanding these concepts and properly preparing source systems greatly aids the process of connecting to and transforming data using Power BI.

In the next chapter, we’ll leverage the prepared source systems and design techniques described in this chapter to connect to source systems and transform their data using Power Query (M).

Join our community on Discord

Join our community’s Discord space for discussions with the author and other readers: https://discord.gg/q6BPbHEPXp

Left arrow icon Right arrow icon
Download code icon Download Code

Key benefits

  • Master the latest dashboarding and reporting features of Microsoft Power BI
  • Combine data from multiple sources, create stunning visualizations and publish Power BI apps to thousands of users
  • Get the most out of Microsoft Power BI with real-world use cases and examples

Description

Mastering Microsoft Power BI, Second Edition, provides an advanced understanding of Power BI to get the most out of your data and maximize business intelligence. This updated edition walks through each essential phase and component of Power BI, and explores the latest, most impactful Power BI features. Using best practices and working code examples, you will connect to data sources, shape and enhance source data, and develop analytical data models. You will also learn how to apply custom visuals, implement new DAX commands and paginated SSRS-style reports, manage application workspaces and metadata, and understand how content can be staged and securely distributed via Power BI apps. Furthermore, you will explore top report and interactive dashboard design practices using features such as bookmarks and the Power KPI visual, alongside the latest capabilities of Power BI mobile applications and self-service BI techniques. Additionally, important management and administration topics are covered, including application lifecycle management via Power BI pipelines, the on-premises data gateway, and Power BI Premium capacity. By the end of this Power BI book, you will be confident in creating sustainable and impactful charts, tables, reports, and dashboards with any kind of data using Microsoft Power BI.

Who is this book for?

Business Intelligence professionals and intermediate Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book useful. An understanding of basic BI concepts is required and some familiarity with Microsoft Power BI will be helpful to make the most out of this book.

What you will learn

  • Build efficient data retrieval and transformation processes with the Power Query M language and dataflows
  • Design scalable, user-friendly DirectQuery, import, and composite data models
  • Create basic and advanced DAX measures
  • Add ArcGIS Maps to create interesting data stories
  • Build pixel-perfect paginated reports
  • Discover the capabilities of Power BI mobile applications
  • Manage and monitor a Power BI environment as a Power BI administrator
  • Scale up a Power BI solution for an enterprise via Power BI Premium capacity
Estimated delivery fee Deliver to Chile

Standard delivery 10 - 13 business days

$19.95

Premium delivery 3 - 6 business days

$40.95
(Includes tracking information)

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Jun 30, 2022
Length: 712 pages
Edition : 2nd
Language : English
ISBN-13 : 9781801811484
Vendor :
Microsoft
Category :
Languages :
Tools :

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Estimated delivery fee Deliver to Chile

Standard delivery 10 - 13 business days

$19.95

Premium delivery 3 - 6 business days

$40.95
(Includes tracking information)

Product Details

Publication date : Jun 30, 2022
Length: 712 pages
Edition : 2nd
Language : English
ISBN-13 : 9781801811484
Vendor :
Microsoft
Category :
Languages :
Tools :

Packt Subscriptions

See our plans and pricing
Modal Close icon
$19.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
$199.99 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts
$279.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total $ 146.97
Learn Power BI
$56.99
Microsoft Power BI Quick Start Guide
$39.99
Mastering Microsoft Power BI – Second Edition
$49.99
Total $ 146.97 Stars icon
Banner background image

Table of Contents

17 Chapters
Planning Power BI Projects Chevron down icon Chevron up icon
Preparing Data Sources Chevron down icon Chevron up icon
Connecting to Sources and Transforming Data with M Chevron down icon Chevron up icon
Designing Import, DirectQuery, and Composite Data Models Chevron down icon Chevron up icon
Developing DAX Measures and Security Roles Chevron down icon Chevron up icon
Planning Power BI Reports Chevron down icon Chevron up icon
Creating and Formatting Visualizations Chevron down icon Chevron up icon
Applying Advanced Analytics Chevron down icon Chevron up icon
Designing Dashboards Chevron down icon Chevron up icon
Managing Workspaces and Content Chevron down icon Chevron up icon
Managing the On-Premises Data Gateway Chevron down icon Chevron up icon
Deploying Paginated Reports Chevron down icon Chevron up icon
Creating Power BI Apps and Content Distribution Chevron down icon Chevron up icon
Administering Power BI for an Organization Chevron down icon Chevron up icon
Building Enterprise BI with Power BI Premium 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

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.6
(56 Ratings)
5 star 82.1%
4 star 8.9%
3 star 0%
2 star 5.4%
1 star 3.6%
Filter icon Filter
Top Reviews

Filter reviews by




Matvey Osipov Jul 02, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Great resource for developers that have been assigned a PBI project, this book covers each concept in great detail for an end-to-end solution (From PBI desktop, to service, general security, RLS, Admin Center, DAX, M, etc). I was very impressed with this book as a lot of concepts covered in other books take the high level approach or refer you to Microsoft's documentation (which can sometimes be brief as well). Looking back to when I was studying to take the DA-100 (now PL-300), this book would have been a great resource as well!In summary - this is a one stop shop book! I highly recommend it and am very impressed!
Amazon Verified review Amazon
Gus Reyes Sep 09, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Mastering Power BI, this book ended on my hands at the right time, I was contacted by our dear friend Valerie Connor and she asked me if I would like to review a Power BI book. I said: I would love to, actually, it is the time that I am reading lots of books related to Power BI because I am planning to go for the PL-300 certification.Then Vidhi Vashisth very kindly sent me a copy of this amazing book.This book is not for those starting their path on Power BI, it is for those with previous and solid knowledge of the Power BI environment, so if you are thinking to start your journey here let me tell you that this is not for beginners.I liked chapters 7, 8 and 9 dedicated to Data visualisations and formatting, applying advanced analytics, and dashboard designs. My data career has been linked to these topics when analysing data. I loved the part about ArcGis for Power BI, brought back a lot of memories of when I was involved in a mobile shop and live data collection project.DAX was a bit short, as my brother Ugochukwu Onyeka said, if you are looking to dive deep into DAX there are more books about DAXing including one from one of the writers of this book.Here you have a brief list of the things I refreshed from this book: - How to setup your environment and use Power BI Desktop to connect to SQL Server databases and get data (for your models) - I have been dealing with the AdventureWorks DB recently :) - How to design and implement master pages to manage page titles, column captions, and page navigation - How to design and implement workbooks to manage reports, reports page setup, report content, and page navigation - How to use dashboards to design and implement dashboards with multiple pages that display live data from the same model - How to establish and enforce security permissions on a Dashboard page, including user memberships - How to display reports in an interactive page with live data, including report filter and page navigation - How to use the Report Parts feature in the Power BI Desktop to create reusable content that you can package and reuse in reports on dashboards - How to get started with using the Power BI Service - How to use Power BI on the web - How to get started with published reports on mobile apps - How to implement and manage reports with data refreshes - How to publish a report to SharePoint and Teams.The chapter that was new and intriguing for me was Chapter 14, Administering Power BI for an Organisation. It got me thinking about the application of GDPR, local policies, and rules. I have not had the chance to apply this in real life yet.I am sure that you may release another edition because Power BI is being updated constantly.I enjoyed this book a lot and I will use it for my PL-300 exam preparation.Thank you, Val and Vidhi.
Amazon Verified review Amazon
Paul Turley Jul 08, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is one of the best Power BI resources I have seen as of late. I own a lot of books on the Microsoft BI platform and I'm super-impressed with the great work that Greg and Brett have done. They are regarded as true experts and this book is a reflection of their terrific work in the Microsoft BI community. I don't give praise easily and quite honestly have been unimpressed with some early Packt titles but this book is a gem. This is a comprehensive end-to-end guide that promotes best-practices and shares a wealth of deep expertise from these two gentlemen. The writing is clear, articulate and the topical coverage is thorough. I highly recommend this book as a companion to DAX and Tabular Modeling books from SQLBI.
Amazon Verified review Amazon
BI P. Aug 19, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The book is both writing such a way that a beginner can understand it, as well as providing enough in depth details that a professional can delve deep into the technology behind Power BI.
Amazon Verified review Amazon
Mr Joseph Morlino Jul 25, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I received an early release version of this book and after having purchased the first edition some time ago, I was keen to see what has changed and it became clear immediately that this book has moved with the times and been kept up to to date.Pros - up to date, excellent chapter on the Power BI gateway, great explanation on the questions we all ask regularly such as the difference between import and direct query, superb explanation of the different visualisations and what they all do.Cons - touches on M and DAX but if you want to learn how to utilise these (you will definitely need a grasp of DAX), you'd be better buying a book dedicated to these topics.All in all, this is the ultimate Power BI book and I can't recommend it highly enough.
Amazon Verified review Amazon
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is the delivery time and cost of print book? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
What is custom duty/charge? Chevron down icon Chevron up icon

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order? Chevron down icon Chevron up icon

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges? Chevron down icon Chevron up icon

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

  • If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
  • Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.
How can I cancel my order? Chevron down icon Chevron up icon

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact [email protected] with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at [email protected] using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on [email protected] with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on [email protected] within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on [email protected] who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on [email protected] within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela