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I have been writing and presenting about Row-Level Security in Power BI for many years. Through the comments and feedback I got from my presentations and articles, I felt a need for a place to have everything gathered in one place. The lack of a book that explains everything about the current subject motivated me to end up gathering all my articles in this book. The result is what you are reading. Row-Level Security in Power BI is not about sharing your content. It is, on the other hand, about sharing the same content with a different audience in the way that they see different views of the data. They will have different access to the data. Some of them might see the entire data, and some others might see part of the data that they are authorized to see. Instead of creating multiple reports with the same format, fields, calculations, and visualizations, and only making them different in filtering, the correct way to do it is through row-level security. This will make sure you have the maximum consistency and minimum maintenance for your Power BI project. This is not a book about theories. This is a hands-on book. There are tons of demos and examples with the code samples that you can try. You will learn through this book, what is row-level security. You will learn different types of security and patterns in which you will see the most common challenges for implementing the security and the solution to save them. The book starts with the basics of row-level security, then you will learn about static vs. dynamic row-level security. You will learn patterns such as everyone see their own data, but the manager sees a different view or users and profiles for branch managers. Or the organizational hierarchy, or even the many-to-many relationship challenge of row-level security etc. through this book. This book is not about how to create a report, build a visualization, connect to a dataset, or set up a gateway. If you want to learn those, I do recommend reading my other book: Power BI online book, from Rookie to Rock Star.
Architect and deploy a Power BI solution. This book will help you understand the many available options and choose the best combination for hosting, developing, sharing, and deploying a Power BI solution within your organization. Pro Power BI Architecture provides detailed examples and explains the different methods available for sharing and securing Power BI content so that only intended recipients can see it. Commonly encountered problems you will learn to handle include content unexpectedly changing while users are in the process of creating reports and building analysis, methods of sharing analyses that don’t cover all the requirements of your business or organization, and inconsistent security models. The knowledge provided in this book will allow you to choose an architecture and deployment model that suits the needs of your organization, ensuring that you do not spend your time maintaining your solution but on using it for its intended purpose and gaining business value from mining and analyzing your organization’s data. What You'll LearnArchitect and administer enterprise-level Power BI solutions Choose the right sharing method for your Power BI solution Create and manage environments for development, testing, and production Implement row level security in multiple ways to secure your data Save money by choosing the right licensing plan Select a suitable connection type—Live Connection, DirectQuery, or Scheduled Refresh—for your use case Set up a Power BI gateway to bridge between on-premises data sources and the Power BI cloud service Who This Book Is For Data analysts, developers, architects, and managers who want to leverage Power BI for their reporting solution
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.
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.
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/.
Learn how to use Microsoft Power BI by following along with step by step lessons. This book was designed to get you the skills you need to start importing data and building reports in Power BI Desktop. No experience necessary, all of the steps are detailed and come with screenshots so you know exactly what to do. No wasting time on trying to figure it out. This book get you up to speed in less than 4 hours on the basics of Power BI Desktop.Who should read this book?If you are interested in data visualization, data storytelling and improving your business with data. This book is designed for people that want to solve business problems with data and need a quick guide to get them started without fluff. If you have plenty of data and are stuck with Excel charts and Pivot Tables. Then give yourself a new skill and learn a leader in data visualization Microsoft Power BI. You will find this book gives you all of the core knowledge you need to create, modify and publish Power BI reports that enable self-service analytics and dashboards.Why you should select this book?For the price of 2 name brand coffees, you can learn everything you need to get started building reports in Power BI Desktop. It also provides an overview of the Power BI ecosystem so you can make a better decision to determine if implementing Microsoft Power BI is the right data visualization solution for your company. The examples provide a quick background on the topic and the provide step by step instructions with images to make sure you can get started with Power BI quickly. From start to finish this book should take you 2 to 4 hours to complete while learning critical skills required to build and modify Power BI Reports on your own.Chapter OutlineIntroductionSample Data and Project for this BookThe Power BI EcosystemHow to Add Data in Power BI DesktopVisualizationsBuilding ReportsInteracting with VisualsUsing Filter on ReportsExporting Data from Power BIPublishing Power BI DesktopBusiness leaders struggle to have the data they need readily available in an easy to use dashboard. At CDO Advisors, we'll build you an amazing Power BI Dashboard at a low monthly cost. So you can make decisions when you need without having to ask someone to pull data or send you a report.
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.
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.
Prepare for Microsoft Exam 70-778–and help demonstrate your real-world mastery of Power BI data analysis and visualization. Designed for experienced BI professionals and data analysts ready to advance their status, Exam Ref focuses on the critical thinking and decision-making acumen needed for success at the MCSA level. Focus on the expertise measured by these objectives: Consume and transform data by using Power BI Desktop Model and visualize data Configure dashboards, reports, and apps in the Power BI Service This Microsoft Exam Ref: Organizes its coverage by exam objectives Features strategic, what-if scenarios to challenge you Assumes you have experience consuming and transforming data, modeling and visualizing data, and configuring dashboards using Excel and Power BI
DAX is the language of data analysis in Microsoft Power BI, Azure Analysis Services, and Excel Power Pivot. DAX is a powerful language that can quickly empower you to analyze year-over-year or rolling 12 months calculations. It is rare to find an analytics solution using Microsoft technologies (especially Power BI) that doesn’t require some calculations to be written by DAX. As a Power BI (or Microsoft BI) developer, it is essential to learn this language and master it. Learning a language is not just learning the structure and functions. It is learning how, where, and when to use it so that you can solve real-world problems with it. In my training and consulting experience on Power BI, I realized that DAX is the weak point for many Power BI users. DAX itself is not a complex language. It is merely a language of expression. The complexity of learning DAX is not the formula or the functions. It is how to use it in real-world scenarios and how it performs on a dataset or visual. I have been writing many blogs about DAX for many years. My blog articles are all coming from my experience working with Power BI. I found it helpful to compile them all in a book. Because my blog articles practically explain things, I thought it better to title it as a practical way of learning DAX by examples. Indeed, there are books, articles, and Microsoft documentation on how each function works where and how. However, learning these through an example would bring a new way of understanding it. A good analytics solution is a combined outcome of a good data model, good data preparation, and good analytics and calculations. I have written another book about the Basics of modeling in Power BI. This book is covering the calculation and DAX aspects of it. This book is for you if you are building a Power BI solution. Even if you are just visualizing the data, calculations are an essential part of analytics. You do need to have the calculation ready before visualizing it. This is not a book to explain every single function in DAX. The approach in this book is to have practical examples. Every chapter is based on real-world examples of using a combination of functions to solve a challenge. You can start from any chapter and finish at any chapter. The order of chapters suggested in this book is just a guideline to help you have a smooth flow of topics. Each chapter can be read without needing other chapters. Examples of this book are designed in a way that you can use the learning straight away in your Power BI file.