Mastering Power Query in Power BI and Excel


Book Description

Any data analytics solution requires data population and preparation. With the rise of data analytics solutions these years, the need for this data preparation becomes even more essential. Power BI is a helpful data analytics tool that is used worldwide by many users. As a Power BI (or Microsoft BI) developer, it is essential to learn how to prepare the data in the right shape and format needed. You need to learn how to clean the data and build it in a structure that can be modeled easily and used high performant for visualization. Data preparation and transformation is the backend work. If you consider building a BI system as going to a restaurant and ordering food. The visualization is the food you see on the table nicely presented. The quality, the taste, and everything else come from the hard work in the kitchen. The part that you don’t see or the backend in the world of Power BI is Power Query. You may already be familiar with other data preparation and transformation technologies, such as T-SQL, SSIS, Azure Data Factory, Informatica, etc. Power Query is a data transformation engine capable of preparing the data in the format you need. The good news is that to learn Power Query; you don’t need to know programming. Power Query is for citizen data engineers. However, this doesn’t mean that Power Query is not capable of performing advanced transformation. Power Query exists in many Microsoft tools and services such as Power BI, Excel, Dataflows, Power Automate, Azure Data Factory, etc. Through the years, this engine became more powerful. These days, we can say this is essential learning for anyone who wants to do data analysis with Microsoft technology to learn Power Query and master it. We have been working with Power Query since the very early release of that in 2013, named Data Explorer, and wrote blog articles and published videos about it. The number of articles we published under this subject easily exceeds hundreds. Through those articles, some of the fundamentals and key learnings of Power Query are explained. We thought it is good to compile some of them in a book series. A good analytics solution combines a good data model, good data preparation, and good analytics and calculations. Reza has written another book about the Basics of modeling in Power BI and a book on Power BI DAX Simplified. This book is covering the data preparation and transformations aspects of it. This book series is for you if you are building a Power BI solution. Even if you are just visualizing the data, preparation and transformations are an essential part of analytics. You do need to have the cleaned and prepared data ready before visualizing it. This book is compiled into a series of two books, which will be followed by a third book later; Getting started with Power Query in Power BI and Excel (already available to be purchased separately) Mastering Power Query in Power BI and Excel (This book) Power Query dataflows (will be published later) This book deeps dive into real-world challenges of data transformation. It starts with combining data sources and continues with aggregations and fuzzy operations. The book covers advanced usage of Power Query in scenarios such as error handling and exception reports, custom functions and parameters, advanced analytics, and some helpful table and list functions. The book continues with some performance tuning tips and it also explains the Power Query formula language (M) and the structure of it and how to use it in practical solutions. Although this book is written for Power BI and all the examples are presented using the Power BI. However, the examples can be easily applied to Excel, Dataflows, and other tools and services using Power Query.




M Is for (Data) Monkey


Book Description

Power Query is one component of the Power BI (Business Intelligence) product from Microsoft, and "M" is the name of the programming language created by it. As more business intelligence pros begin using Power Pivot, they find that they do not have the Excel skills to clean the data in Excel; Power Query solves this problem. This book shows how to use the Power Query tool to get difficult data sets into both Excel and Power Pivot, and is solely devoted to Power Query dashboarding and reporting.




Master Your Data with Power Query in Excel and Power BI


Book Description

Power Query is the amazing new data cleansing tool in both Excel and Power BI Desktop. Do you find yourself performing the same data cleansing steps day after day? Power Query will make it faster to clean your data the first time. While Power Query is powerful, the interface is subtle—there are tools hiding in plain sight that are easy to miss. Go beyond the obvious and take Power Query to new levels with this book.




Power Query for Power BI and Excel


Book Description

Power Query for Power BI and Excel is a book for people who are tired of copying and pasting data into Excel worksheets. Power Query, part of the Microsoft Power BI suite, is a tool that automates the process of getting data into Excel and will save you hours of dull, repetitive, and error-prone work! Power Query makes it easy to extract data from many different data sources, filter that data, aggregate it, clean it and perform calculations on it, finally loading that data into either your worksheet or directly into the new Excel 2013 Data Model used by Power Pivot. This concise, practical book provides a complete guide to Power Query and how to use it to solve all of your Excel data-loading problems. Power Query for Power BI and Excel goes well beyond the surface of what Power Query can do. The book goes deep into the underlying M language, showing you how to do amazing things that aren’t going to be possible from just the GUI interface that is covered in most other books. You’ll have full command of the GUI, and you’ll be able to drop into the M language to go beyond what the GUI provides. The depth in this book makes it a must-have item for anyone who is pushing Power BI and Excel to their limits in the pursuit of business intelligence from data analysis. Teaches the basics of using Power Query to load data into Excel Helps you solve common, data-related problems with Power Query Shows how to write your own solutions in the powerful M language




Collect, Combine, and Transform Data Using Power Query in Excel and Power BI


Book Description

Using Power Query, you can import, reshape, and cleanse any data from a simple interface, so you can mine that data for all of its hidden insights. Power Query is embedded in Excel, Power BI, and other Microsoft products, and leading Power Query expert Gil Raviv will help you make the most of it. Discover how to eliminate time-consuming manual data preparation, solve common problems, avoid pitfalls, and more. Then, walk through several complete analytics challenges, and integrate all your skills in a realistic chapter-length final project. By the time you’re finished, you’ll be ready to wrangle any data–and transform it into actionable knowledge. Prepare and analyze your data the easy way, with Power Query · Quickly prepare data for analysis with Power Query in Excel (also known as Get & Transform) and in Power BI · Solve common data preparation problems with a few mouse clicks and simple formula edits · Combine data from multiple sources, multiple queries, and mismatched tables · Master basic and advanced techniques for unpivoting tables · Customize transformations and build flexible data mashups with the M formula language · Address collaboration challenges with Power Query · Gain crucial insights into text feeds · Streamline complex social network analytics so you can do it yourself For all information workers, analysts, and any Excel user who wants to solve their own business intelligence problems.




Getting started with Power Query in Power BI and Excel


Book Description

Any data analytics solution requires data population and preparation. With the rise of data analytics solutions these years, the need for this data preparation becomes even more essential. Power BI is a helpful data analytics tool that is used worldwide by many users. As a Power BI (or Microsoft BI) developer, it is essential to learn how to prepare the data in the right shape and format needed. You need to learn how to clean the data and build it in the structure that can be modeled easily and used high performant for visualization. Data preparation and transformation is the backend work. If you consider building a BI system as going to a restaurant and ordering food. The visualization is the food you see on the table nicely presented. The quality, the taste, and everything else comes from the hard work in the kitchen. The part that you don’t see or the backend in the world of Power BI is Power Query. You may be already familiar with some other data preparation and data transformation technologies, such as T-SQL, SSIS, Azure Data Factory, Informatica, etc. Power Query is a data transformation engine capable of preparing the data in the format you need. The good news is that to learn Power Query; you don’t need to know programming. Power Query is for citizen data engineers. However, this doesn’t mean that Power Query is not capable of performing advanced transformation. Unfortunately, because Power Query and data preparation is the kitchen work of the BI system, many Power BI users skip the learning of it and become aware of it somewhere along their BI project. Once they get familiar with it, they realize there are tons of things they could have implemented easier, faster, and in a much more maintainable way using Power Query. In other words, they learn mastering Power Query is the key skill toward mastering Power BI. We have been working with Power Query since the very early release of that in 2013, named Data Explorer, and wrote blog articles and published videos about it. The number of articles we published under this subject easily exceeds hundreds. Through those articles, some of the fundamentals and key learnings of Power Query are explained. We thought it is good to compile some of them in a book. A good analytics solution combines a good data model, good data preparation, and good analytics and calculations. Reza has written another book about the Basics of modeling in Power BI and a book on Power BI DAX Simplified. This book is covering the data preparation and transformations aspects of it. This book is for you if you are building a Power BI solution. Even if you are just visualizing the data, preparation and transformations are an essential part of analytics. You do need to have the cleaned and prepared data ready before visualizing it. This book is complied into a series of two books, which will be followed by a third book later; Getting started with Power Query in Power BI and Excel (this book) Mastering Power Query in Power BI and Excel (already available to be purchased separately) Power Query dataflows (will be published later) Although this book is written for Power BI and all the examples are presented using the Power BI. However, the examples can be easily applied to Excel, Dataflows, and other tools and services using Power Query.




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




Introducing Microsoft Power BI


Book Description

This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Introducing Microsoft Power BI enables you to evaluate when and how to use Power BI. Get inspired to improve business processes in your company by leveraging the available analytical and collaborative features of this environment. Be sure to watch for the publication of Alberto Ferrari and Marco Russo's upcoming retail book, Analyzing Data with Power BI and Power Pivot for Excel (ISBN 9781509302765). Go to the book's page at the Microsoft Press Store here for more details:http://aka.ms/analyzingdata/details. Learn more about Power BI at https://powerbi.microsoft.com/.




Power Pivot and Power Bi: The Excel User's Guide to Dax, Power Query, Power Bi & Power Pivot in Excel 2010-2016


Book Description

Microsoft PowerPivot is a free add-on to Excel from Microsoft that allows users to produce new kinds of reports and analyses that were simply impossible before, and this book is the first to tackle DAX formulas, the core capability of PowerPivot, from the perspective of the Excel audience. Written by the world's foremost PowerPivot blogger and practitioner, the book's concepts and approach are introduced in a step-by-step manner tailored to the learning style of Excel users everywhere. The techniques presented allow users to produce, in hours or even minutes, results that formerly would have taken entire teams weeks or months to produce. The "pattern-like" techniques and best practices contained in this book have been developed and refined over two years of onsite training with Excel users around the world, and the key lessons from those seminars costing thousands of dollars per day are now available within the pages of this easy-to-follow guide. This updated edition covers new features introduced with Office 2015.