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2023 | Buch

Visualizations Kapitel lesen Erstes Kapitel lesen

A Power BI Compendium

Answers to 65 Commonly Asked Questions on Power BI

verfasst von: Alison Box

Verlag: Apress

Enthalten in: Springer Professional "Wirtschaft+Technik" , Springer Professional "Technik" , Springer Professional "Wirtschaft"

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Über dieses Buch

Are you a reasonably competent Power BI user but still struggling to generate reports that truly tell the story of your data? Or do you simply want to extend your knowledge of Power BI by exploring more complex areas of visualizations, data modelling, DAX, and Power Query? If so, this book is for you. This book serves as a comprehensive resource for users to implement more challenging visuals, build better data models, use DAX with more confidence, and execute more complex queries so they can find and share important insights into their data.

The contents of the chapters are in a question-and-answer format that explore everyday data analysis scenarios in Power BI. These questions have been generated from the author’s own client base and from commonly sought-for information from the Power BI community. They cover a wide and diverse range of topics that many Power BI users often struggle to get to grips with or don’t fully understand. Examples of such questions are:

How can I generate dynamic titles for visuals?How can I control subtotals in a Matrix visual?Why do I need a date dimension?How can I show the previous N month’s sales in a column chart?Why do I need a Star Schema?Why aren't my totals correct?How can I bin measures into numeric ranges?Can I import a Word document?

Can I dynamically append data from different source files?

Solutions to these questions and many more are presented in non-technical and easy-to-follow explanations negating the requirement to perform tiresome and fruitless “google” searches. There are also companion Power BI Desktop files that set out the answers to each question so you can follow along with the examples given in the book..

After working through this book, you will have extended your knowledge of Power BI to an expert level, alleviating your existing frustrations and so enabling you to design Power BI reports where you are no longer limited by your lack of knowledge or experience.

Who is This Book For:

Power BI users who can build reports and now want to extend their knowledge of Power BI.

Inhaltsverzeichnis

Frontmatter
Chapter 1. Visualizations
Abstract
On the one hand, Power BI visualizations are easy to generate on the report canvas but leave you feeling frustrated. You select a visual from the gallery that has an approximation to your requirements, add the fields that comprise the visual, and then using the Format pane, work through a myriad of options and settings to arrive at a visual that continues to remain unsatisfactory. Often getting to the visual that truly tells the story of your data can be elusive because many of the features you want to adopt are not found within any of the observable settings of the visual. Here, we address this problem by posing questions where the answer is not intuitive or easy to find, and many of the answers can be re-purposed for different situations and scenarios.
Alison Box
Chapter 2. Slicers and Filtering
Abstract
One of the key ingredients of any Power BI report is the ability of the consumers of the report to browse information by filtering the subsets of data that are important to them. However, designing reports where filters work in the way you want is not always straightforward. There are numerous ways that users can interact with a report, using slicers, using the Filters pane, or simply clicking on bars or columns in charts. In this chapter, we uncover some of the more obscure areas of filtering data that can improve the experience of the user when interacting with reports.
Alison Box
Chapter 3. The Matrix
Abstract
About seven years ago, I published a blog post entitled “7 Secrets of the Matrix Visual.” Over the years, this blog has far outstripped any of my other posts with regard to the traffic it has attracted.
Alison Box
Chapter 4. Date Calculations
Abstract
There are not many Power BI reports that don’t require analysis of data over diverse time frames. By leveraging a date dimension and harnessing the time intelligence functions offered by DAX, calculations involving dates are relatively easy to generate. You don’t need to be a DAX guru, for instance, to find the previous year’s or month’s totals. In this chapter, we’ve addressed the most frequently asked questions regarding calculations over time that have arisen from working with our clients or from the Power BI community. The information contained in this chapter is certainly something that I’m continually referring to and using in many different situations and scenarios.
Alison Box
Chapter 5. Data Modeling
Abstract
Data modeling may not seem glamorous or exciting, which is why many new Power BI users tend to skip right past it to dive into the more exhilarating task of creating visualizations. But the best visualizations are those that actually deliver something worthwhile, and you'll need a solid data model to get at those powerful insights. However, it still persists that people pay the least attention to designing the data model that will sit at the heart of their report. Often, it will be a case of importing tables, letting Power BI link the tables with default relationships and leaving it at that. Unfortunately, this approach can lead to the creation of problematic many-to-many bi-directional relationships that hinder accurate reporting and calculations. To achieve meaningful results, it's essential to invest time and attention in designing a robust data model that forms the core of your report.
Alison Box
Chapter 6. DAX Conundrums
Abstract
With the ever-increasing adoption of Power BI as the preferred data analytics platform, the ability to use DAX is fast becoming a necessary requirement to find and share the important insights into your data, and it’s interesting to note that most answers to questions that arise on the Power BI community involve writing DAX code. To find answers, most people resort to searching the Internet, probably because writing the correct DAX continues to be an elusive goal for many Power BI users. Within this chapter, we aim to shed light on the responses to the most frequently asked questions that have come from people who are first embarking on their journey through DAX.
Alison Box
Chapter 7. Customers and Products
Abstract
We've labeled this chapter as shown because the questions within it typically pertain to gaining insights into your customer base or the products or services you offer. Nevertheless, "customers and products" serves as a broad term encompassing any entities within your data model. The answers we provide here are equally relevant to, for instance, sales regions or salespeople and can be adapted accordingly.
Alison Box
Chapter 8. Employees
Abstract
It would appear that two of the most important metrics when analyzing your employees are what they cost your organization and the frequency with which they quit. In this section, we look at how we can uncover this information by answering just two questions: How do you calculate changing payments over time, and how can you analyze employee attrition and churn rate?
Alison Box
Chapter 9. Power Query
Abstract
People new to Power BI often approach Power Query in the same way they approach data modeling, that is, by ignoring it. This is probably because unless you specifically ask to transform your data, it will be imported into Power BI Desktop relatively unchanged. People often don’t realize that whenever they load or refresh their data, it will pass through the Power Query funnel.
Alison Box
Backmatter
Metadaten
Titel
A Power BI Compendium
verfasst von
Alison Box
Copyright-Jahr
2023
Verlag
Apress
Electronic ISBN
978-1-4842-9765-0
Print ISBN
978-1-4842-9764-3
DOI
https://doi.org/10.1007/978-1-4842-9765-0

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