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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

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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).

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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
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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

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Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.6
(56 Ratings)
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4 star 8.9%
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2 star 5.4%
1 star 3.6%
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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
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