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2023 | Buch

Power BI First Report Kapitel lesen Erstes Kapitel lesen

Transitioning to Microsoft Power Platform

An Excel User Guide to Building Integrated Cloud Applications in Power BI, Power Apps, and Power Automate

verfasst von: David Ding

Verlag: Apress

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

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Über dieses Buch

Welcome to this step-by-step guide for Excel users, data analysts, and finance specialists. It is designed to take you through practical report and development scenarios, including both the approach and the technical challenges. This book will equip you with an understanding of the overall Power Platform use case for addressing common business challenges.

While Power BI continues to be an excellent tool of choice in the BI space, Power Platform is the real game changer. Using an integrated architecture, a small team of citizen developers can build solutions for all kinds of business problems. For small businesses, Power Platform can be used to build bespoke CRM, Finance, and Warehouse management tools. For large businesses, it can be used to build an integration point for existing systems to simplify reporting, operation, and approval processes.

The author has drawn on his15 years of hands-on analytics experience to help you pivot from the traditional Excel-based reporting environment. By using different business scenarios, this book provides you with clear reasons why a skill is important before you start to dive into the scenarios. You will use a fast prototyping approach to continue to build exciting reporting, automation, and application solutions and improve them while you acquire new skill sets. The book helps you get started quickly with Power BI. It covers data visualization, collaboration, and governance practices. You will learn about the most practical SQL challenges. And you will learn how to build applications in PowerApps and Power Automate.

The book ends with an integrated solution framework that can be adapted to solve a wide range of complex business problems.

What You Will Learn

Develop reporting solutions and business applicationsUnderstand the Power Platform licensing and development environmentApply Data ETL and modeling in Power BI

Use Data Storytelling and dashboard design to better visualize data

Carry out data operations with SQL and SharePoint listsDevelop useful applications using Power AppsDevelop automated workflows using Power AutomateIntegrate solutions with Power BI, Power Apps, and Power Automate to build enterprise solutions

Who This Book Is For

Next-generation data specialists, including Excel-based users who want to learn Power BI and build internal apps; finance specialists who want to take a different approach to traditional accounting reports; and anyone who wants to enhance their skill set for the future job market.

Inhaltsverzeichnis

Frontmatter
Chapter 1. Power BI First Report
Abstract
Microsoft defines Power BI as follows: “Connect to and visualize any data using the unified, scalable platform for self-service and enterprise business intelligence (BI) that’s easy to use and helps you gain deeper data insight.”
David Ding
Chapter 2. Power BI Core Components
Abstract
This chapter uncovers the three key components of Power BI Desktop: Power Query, data models, and Data Analysis Express (DAX). Each component performs a critical aspect in the data analysis. Many reports developer overly focus on DAX and neglects the importance of Power Query and data models. This often results in overcomplicated and unpredictable DAX. This chapter explores the following.
David Ding
Chapter 3. Power BI Service
Abstract
Power BI Service is a cloud-based Power BI Server in the Microsoft Azure cloud. PBI Service contains everything you see on app.powerbi.com, including the workspaces and the published reports and datasets.
David Ding
Chapter 4. Data Visualization
Abstract
When thinking about data visualization, it is easy to associate it with modern computing and data processing. It might be surprising to most people that the first chart was created in 1765 by Joseph Priestley, and the bar, line, and pie charts were all invented around 1800. One of the best data visualizations was produced in 1869 by Charles Minard, a map of Napoleon’s disastrous Russian campaign of 1812, as shown in Figure 4-1.
David Ding
Chapter 5. Power BI Governance
Abstract
In the previous chapters, you acquired the practical skillsets for building and sharing Power BI reports. In this chapter, you gain insights into Power BI reporting governance.
David Ding
Chapter 6. SQL for Power BI
Abstract
SQL Server was launched in 1988. A few decades later, it is still the most common enterprise data storage for structured data. There are many variants of SQL Server, including Microsoft SQL (T-SQL), MySQL, MongoDB, Teradata, PostgreSQL, and AWS Redshift. From an analyst’s perspective, they are mostly the same. If you understand one, you understand the rest. In this chapter, Microsoft Azure SQL Server is used for demonstration.
David Ding
Chapter 7. SharePoint Lists
Abstract
This chapter may come as a bit of a surprise after SQL Query. It is mostly true that SQL Server is a better data storage solution than SharePoint list. The issue with SQL Server is that most analysts cannot add or edit the data in a SQL table. This ability to edit data records is fundamental for the following chapters on automation and building business applications.
David Ding
Chapter 8. First Power Apps
Abstract
Power Apps allows data professionals to build and share business applications in a cloud environment without the knowledge of any programming languages. Power Apps is built in the Microsoft Azure Cloud infrastructure. It can be shared with thousands of users without any noticeable performance impacts.
David Ding
Chapter 9. Improve Power Apps
Abstract
In Chapter 8, Kim created a custom ticketing system app using Power Apps. Although it is working, many aspects of this app can be improved. These improvements can help to turn a barely functioning application into a proper solution.
David Ding
Chapter 10. Power Automate
Abstract
According to Microsoft, Power Automate is an online workflow service that automates actions across the most common apps and services. In the context of this book, Power Automate is used to further enhance your apps in the following ways.
David Ding
Chapter 11. Integrated Solutions
Abstract
So far in this book, you have learned about a wide range of Power Platform solutions. In this chapter, you bring them all together to construct an amazing integrated solution that lets users know what action to take, record the action and see the live result from a report. For the past 20 years, the goal for data analytics and business intelligence is about delivering actionable insights. This integrated framework allows users to go beyond actionable insight because you can take the action or record the decision.
David Ding
Backmatter
Metadaten
Titel
Transitioning to Microsoft Power Platform
verfasst von
David Ding
Copyright-Jahr
2023
Verlag
Apress
Electronic ISBN
978-1-4842-9239-6
Print ISBN
978-1-4842-9238-9
DOI
https://doi.org/10.1007/978-1-4842-9239-6

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