Expert Data Modeling with Power BI


Book Description

Manage and work with business data effectively by learning data modeling techniques and leveraging the latest features of Power BI Key Features Understand data modeling techniques to get the best out of data using Power BI Define the relationships between data to extract valuable insights Solve a wide variety of business challenges by building optimal data models Book DescriptionThis book is a comprehensive guide to understanding the ins and outs of data modeling and how to create data models using Power BI confidently. You'll learn how to connect data from multiple sources, understand data, define and manage relationships between data, and shape data models to gain deep and detailed insights about your organization. In this book, you'll explore how to use data modeling and navigation techniques to define relationships and create a data model before defining new metrics and performing custom calculations using modeling features. As you advance through the chapters, the book will demonstrate how to create full-fledged data models, enabling you to create efficient data models and simpler DAX code with new data modeling features. With the help of examples, you'll discover how you can solve business challenges by building optimal data models and changing your existing data models to meet evolving business requirements. Finally, you'll learn how to use some new and advanced modeling features to enhance your data models to carry out a wide variety of complex tasks. By the end of this Power BI book, you'll have gained the skills you need to structure data coming from multiple sources in different ways to create optimized data models that support reporting and data analytics.What you will learn Implement virtual tables and time intelligence functionalities in DAX to build a powerful model Identify Dimension and Fact tables and implement them in Power Query Editor Deal with advanced data preparation scenarios while building Star Schema Explore best practices for data preparation and modeling Discover different hierarchies and their common pitfalls Understand complex data models and how to decrease the level of model complexity with different approaches Learn advanced data modeling techniques such as aggregations, incremental refresh, and RLS/OLS Who this book is for This MS Power BI book is for BI users, data analysts, and analysis developers who want to become well-versed with data modeling techniques to make the most of Power BI. You’ll need a solid grasp on basic use cases and functionalities of Power BI and Star Schema functionality before you can dive in.




Expert Data Modeling with Power BI


Book Description

Take your Power BI reports to the next level by learning various data modeling techniques and leveraging the latest features of Power BI effectively Purchase of the print or Kindle book includes a free eBook in PDF format. Key Features Get an understanding of data modeling techniques using Power BI with this up-to-date guide Learn how to define the relationships between data sets to extract valuable insights Explore best practices for data preparation and modeling and build optimal data models to solve a wide variety of real-world business challenges Book Description This book is a comprehensive guide to understanding the ins and outs of data modeling and how to create full-fledged data models using Power BI confidently. In this new, fully updated edition, you'll learn how to connect data from multiple sources, understand data, define and manage relationships between data, and shape data models to gain deep and detailed insights about your organization. As you advance through the chapters, the book will demonstrate how to prepare efficient data models in the Power Query Editor and use simpler DAX code with new data modeling features. You'll explore how to use the various data modeling and navigation techniques and perform custom calculations using the modeling features with the help of real-world examples. Finally, you'll learn how to use some new and advanced modeling features to enhance your data models to carry out a wide variety of complex tasks. Additionally, you'll learn valuable best practices and explore common data modeling complications and the solutions to supercharge the process of creating a data model in Power BI and build better-performing data models. By the end of this Power BI book, you'll have gained the skills you need to structure data coming from multiple sources in different ways to create optimized data models that support high-performing reports and data analytics. What you will learn Implement virtual tables and time intelligence functionalities in DAX to build a powerful model Identify Dimension and Fact tables and implement them in Power Query Editor Deal with advanced data preparation scenarios while building Star Schema Discover different hierarchies and their common pitfalls Understand complex data models and how to decrease the level of model complexity with different approaches Learn advanced data modeling techniques such as calculation groups, aggregations, incremental refresh, RLS/OLS, and more Get well-versed with datamarts and dataflows in PowerBI Who this book is for This MS Power BI book is for BI users, data analysts, and analysis developers who want to become well-versed with data modeling techniques to make the most of Power BI. Basic working knowledge of Power BI and the Star Schema functionality are required to help you to understand the concepts covered in this book.




Mastering Microsoft Power BI


Book Description

Design, create and manage robust Power BI solutions to gain meaningful business insights Key Features Master all the dashboarding and reporting features of Microsoft Power BI Combine data from multiple sources, create stunning visualizations and publish your reports across multiple platforms A comprehensive guide with real-world use cases and examples demonstrating how you can get the best out of Microsoft Power BI Book DescriptionThis book is intended for business intelligence professionals responsible for the design and development of Power BI content as well as managers, architects and administrators who oversee Power BI projects and deployments. The chapters flow from the planning of a Power BI project through the development and distribution of content to the administration of Power BI for an organization. BI developers will learn how to create sustainable and impactful Power BI datasets, reports, and dashboards. This includes connecting to data sources, shaping and enhancing source data, and developing an analytical data model. Additionally, top report and dashboard design practices are described using features such as Bookmarks and the Power KPI visual. BI managers will learn how Power BI’s tools work together such as with the On-premises data gateway and how content can be staged and securely distributed via Apps. Additionally, both the Power BI Report Server and Power BI Premium are reviewed. By the end of this book, you will be confident in creating effective charts, tables, reports or dashboards for any kind of data using the tools and techniques in Microsoft Power BI.What you will learn Build efficient data retrieval and transformation processes with the Power Query M Language Design scalable, user-friendly DirectQuery and Import Data Models Develop visually rich, immersive, and interactive reports and dashboards Maintain version control and stage deployments across development, test, and production environments Manage and monitor the Power BI Service and the On-premises data gateway Develop a fully on-premise solution with the Power BI Report Server Scale up a Power BI solution via Power BI Premium capacity and migration to Azure Analysis Services or SQL Server Analysis Services Who this book is for Business Intelligence professionals and existing Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book to be useful. While understanding of the basic BI concepts is required, some exposure to Microsoft Power BI will be helpful.




Analyzing Data with Power BI and Power Pivot for Excel


Book Description

Renowned DAX experts Alberto Ferrari and Marco Russo teach you how to design data models for maximum efficiency and effectiveness. How can you use Excel and Power BI to gain real insights into your information? As you examine your data, how do you write a formula that provides the numbers you need? The answers to both of these questions lie with the data model. This book introduces the basic techniques for shaping data models in Excel and Power BI. It’s meant for readers who are new to data modeling as well as for experienced data modelers looking for tips from the experts. If you want to use Power BI or Excel to analyze data, the many real-world examples in this book will help you look at your reports in a different way–like experienced data modelers do. As you’ll soon see, with the right data model, the correct answer is always a simple one! By reading this book, you will: • Gain an understanding of the basics of data modeling, including tables, relationships, and keys • Familiarize yourself with star schemas, snowflakes, and common modeling techniques • Learn the importance of granularity • Discover how to use multiple fact tables, like sales and purchases, in a complex data model • Manage calendar-related calculations by using date tables • Track historical attributes, like previous addresses of customers or manager assignments • Use snapshots to compute quantity on hand • Work with multiple currencies in the most efficient way • Analyze events that have durations, including overlapping durations • Learn what data model you need to answer your specific business questions About This Book • For Excel and Power BI users who want to exploit the full power of their favorite tools • For BI professionals seeking new ideas for modeling data




Extending Power BI with Python and R


Book Description

Perform more advanced analysis and manipulation of your data beyond what Power BI can do to unlock valuable insights using Python and R Key FeaturesGet the most out of Python and R with Power BI by implementing non-trivial codeLeverage the toolset of Python and R chunks to inject scripts into your Power BI dashboardsImplement new techniques for ingesting, enriching, and visualizing data with Python and R in Power BIBook Description Python and R allow you to extend Power BI capabilities to simplify ingestion and transformation activities, enhance dashboards, and highlight insights. With this book, you'll be able to make your artifacts far more interesting and rich in insights using analytical languages. You'll start by learning how to configure your Power BI environment to use your Python and R scripts. The book then explores data ingestion and data transformation extensions, and advances to focus on data augmentation and data visualization. You'll understand how to import data from external sources and transform them using complex algorithms. The book helps you implement personal data de-identification methods such as pseudonymization, anonymization, and masking in Power BI. You'll be able to call external APIs to enrich your data much more quickly using Python programming and R programming. Later, you'll learn advanced Python and R techniques to perform in-depth analysis and extract valuable information using statistics and machine learning. You'll also understand the main statistical features of datasets by plotting multiple visual graphs in the process of creating a machine learning model. By the end of this book, you'll be able to enrich your Power BI data models and visualizations using complex algorithms in Python and R. What you will learnDiscover best practices for using Python and R in Power BI productsUse Python and R to perform complex data manipulations in Power BIApply data anonymization and data pseudonymization in Power BILog data and load large datasets in Power BI using Python and REnrich your Power BI dashboards using external APIs and machine learning modelsExtract insights from your data using linear optimization and other algorithmsHandle outliers and missing values for multivariate and time-series dataCreate any visualization, as complex as you want, using R scriptsWho this book is for This book is for business analysts, business intelligence professionals, and data scientists who already use Microsoft Power BI and want to add more value to their analysis using Python and R. Working knowledge of Power BI is required to make the most of this book. Basic knowledge of Python and R will also be helpful.




The Definitive Guide to DAX


Book Description

This comprehensive and authoritative guide will teach you the DAX language for business intelligence, data modeling, and analytics. Leading Microsoft BI consultants Marco Russo and Alberto Ferrari help you master everything from table functions through advanced code and model optimization. You’ll learn exactly what happens under the hood when you run a DAX expression, how DAX behaves differently from other languages, and how to use this knowledge to write fast, robust code. If you want to leverage all of DAX’s remarkable power and flexibility, this no-compromise “deep dive” is exactly what you need. Perform powerful data analysis with DAX for Microsoft SQL Server Analysis Services, Excel, and Power BI Master core DAX concepts, including calculated columns, measures, and error handling Understand evaluation contexts and the CALCULATE and CALCULATETABLE functions Perform time-based calculations: YTD, MTD, previous year, working days, and more Work with expanded tables, complex functions, and elaborate DAX expressions Perform calculations over hierarchies, including parent/child hierarchies Use DAX to express diverse and unusual relationships Measure DAX query performance with SQL Server Profiler and DAX Studio




Microsoft Power BI Quick Start Guide


Book Description

An accessible fast paced introduction to all aspects of Power BI for new or aspiring BI professionals, data analysts, and data visualizers. Purchase of the print or Kindle book includes a free eBook in the PDF format. Key Features 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 Book 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. 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 Who this book is 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.




Power Query Cookbook


Book Description

Leverage your source data from hundreds of different connections, perform millions of different transformations, and easily manage highly complex data lifecycles with Power Query Key FeaturesCollect, combine, and transform data using Power Query's data connectivity and data preparation featuresOvercome the problems faced while accessing data from multiple sources and reshape it to meet your business requirementsExplore how the M language can be used to write your own customized solutionsBook Description Power Query is a data preparation tool that enables data engineers and business users to connect, reshape, enrich, and transform their data to facilitate relevant business insights and analysis. With Power Query's wide range of features, you can perform no-code transformations and complex M code functions at the same time to get the most out of your data. This Power Query book will help you to connect to data sources, achieve intuitive transformations, and get to grips with preparation practices. Starting with a general overview of Power Query and what it can do, the book advances to cover more complex topics such as M code and performance optimization. You'll learn how to extend these capabilities by gradually stepping away from the Power Query GUI and into the M programming language. Additionally, the book also shows you how to use Power Query Online within Power BI Dataflows. By the end of the book, you'll be able to leverage your source data, understand your data better, and enrich it with a full stack of no-code and custom features that you'll learn to design by yourself for your business requirements. What you will learnUnderstand how to use Power Query to connect and explore dataExplore ways to reshape and enrich dataDiscover the potential of Power Query across the Microsoft platformBuild complex and custom transformationsUse M code to write new queries against data sourcesUse the Power Query Online tool within Power BI DataflowsImplement best practices such as reusing dataflows, optimizing expanding table operations, and field mappingWho this book is for This book is for data analysts, BI developers, data engineers, and anyone looking for a desk reference guide to learn how Power Query can be used with different Microsoft products to handle data of varying complexity. Beginner-level knowledge of Power BI and the M Language will help you to get the best out of this book.




Basics of Power BI Modeling


Book Description

I have been dealing with many Power BI challenges in my professional life as a Power BI consultant and a trainer. Challenges normally come as calculation or DAX questions, or sometimes as a performance question. However, after digging deeper into the problem, soon, it will be revealed that the problem is related to a more fundamental challenge; data modeling.If you have a Power BI implementation with many calculation-related or performance-related issues, I strongly suggest looking into your data model because that is where most of the problems start.A good data model is a great base, which upon that, you can build up many stories of calculations and analysis. A bad data model causes problems on every level that you add upon it, and might sometime cause the whole solution to collapse.Fortunately, data modeling is not rocket science. I explained the basic principles of the data modeling with examples in this book. Use this book as the learning path towards a better data model. Most of the tips mentioned in this book are product-agnostic (such as star-schema, dimension, and fact tables). However, this book is particularly designed and developed for a Power BI product user.This book is for you if you are building a Power BI solution. If your task is only visualizing the existing data, this book might not be needed for you. However, What I have seen in many cases, is that the requirement starts with just visualize the data, and then more data tables appear, and you get into the tunnel of data modeling without knowing the principles of it. This book is a guide for you through that tunnel.




Extreme DAX


Book Description

Discover the true power of DAX and build advanced DAX solutions for practical business scenarios Key FeaturesSolve complex business problems within Microsoft BI tools including Power BI, SQL Server, and ExcelDevelop a conceptual understanding of critical business data modeling principlesLearn the subtleties of Power BI data visualizations, evaluation context, context transition, and filteringBook Description This book helps business analysts generate powerful and sophisticated analyses from their data using DAX and get the most out of Microsoft Business Intelligence tools. Extreme DAX will first teach you the principles of business intelligence, good model design, and how DAX fits into it all. Then, you'll launch into detailed examples of DAX in real-world business scenarios such as inventory calculations, forecasting, intercompany business, and data security. At each step, senior DAX experts will walk you through the subtleties involved in working with Power BI models and common mistakes to look out for as you build advanced data aggregations. You'll deepen your understanding of DAX functions, filters, and measures, and how and when they can be used to derive effective insights. You'll also be provided with PBIX files for each chapter, so that you can follow along and explore in your own time. What you will learnUnderstand data modeling concepts and structures before you start working with DAXGrasp how relationships in Power BI models are different from those in RDBMSesSecure aggregation levels, attributes, and hierarchies using PATH functions and row-level securityGet to grips with the crucial concept of contextApply advanced context and filtering functions including TREATAS, GENERATE, and SUMMARIZEExplore dynamically changing visualizations with helper tables and dynamic labels and axesWork with week-based calendars and understand standard time-intelligenceEvaluate investments intelligently with the XNPV and XIRR financial DAX functionsWho this book is for Extreme DAX is written for analysts with a working knowledge of DAX in Power BI or other Microsoft analytics tools. It will help you upgrade your knowledge and work with analytical models more effectively, so you'll need practical experience with DAX before you can get started.