Power bi quick start

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For fun Mitchell enjoys playing table top games with friends. Previously, he was a senior manager working in the hotel industry. He also teaches various BI technologies to many different fortune companies on behalf of Pragmatic Works. Since , he has called Jacksonville home and before that Orlando, but he was born on the island of Puerto Rico and loves to go back and visit his family.

When he isn't working on creating new content for Pragmatic Works, you can probably find him playing board games or watching competitive soccer matches. Click here if you have any feedback or suggestions. Skip to content. Star This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository. Branches Tags. Could not load branches. Could not load tags. Latest commit. Git stats 6 commits.

Failed to load latest commit information. Completed Examples. Data Sources. Starting Examples. View code. Build dashboards and visualizations to make your data come to life What is this book about? This book will get you started with business intelligence using the Power BI toolset, covering essential concepts such as installation,designing effective data models, as well as building basic dashboards and visualizations to make your data come to life This book covers the following exciting features: Connect to data sources using both import and DirectQuery options Use the Query Editor to apply data transformations and data cleansing processes, including learning how to write M and R scripts Design optimized data models by designing relationships and DAX calculations Leverage built-in and custom visuals to design effective reports Use the Power BI Desktop and Power BI Service to implement Row Level Security on your model If you feel this book is for you, get your copy today!

Suggestions and Feedback Click here if you have any feedback or suggestions. Click the Try Pro for free to start a trial. Select the Start Trial and Finish, and you will get a confirmation that days trial has started. When you click the Share dashboard, you will get options in a new window. You have to enter the email Id of the user with whom you want to share this dashboard.

You can allow recipients to share the dashboard with other users or send email notifications. You can also provide a direct URL to users and they can access the dashboard directly. When you check More Options in the dashboard, you can see an option of Focus Mode and other different options in the dashboard. Focus Mode is used to take a closer look at your dashboard data.

When you have multiple values in the dashboard, you can use the Focus Mode for a better view of the objects in the dashboard. If there are any columns, which are not shown due to space issues, you can also view those using the Focus Mode. It is also possible to pin the visual directly from Focus Mode to a different dashboard by selecting the Pin icon. You can also use the Tile Details option to edit few formatting changes.

This option allows to change the tile's title, subtitle, last refresh time and date, and other details, such as creating a custom link for your dashboard. You can connect on-premise data sources to Power BI service using a data gateway. You have to select the download icon on the top right hand corner of the screen and click Data Gateway.

As per Power BI official site, using Data Gateway with the on-premises gateways, you can keep your data fresh by connecting to your on-premises data sources without the need to move the data. Query large datasets and benefit from your existing investments.

The gateways provide the flexibility you need to meet individual needs, and the needs of your organization. To set up download gateways, you have to run the setup till it is downloaded and the installation wizard is complete. You can also enable automatic updates by navigating to Schedule Refresh and frequency of the schedule.

Visualizations are used to effectively present your data and are the basic building blocks of any Business Intelligence tool. Power BI contains various default data visualization components that include simple bar charts to pie charts to maps, and also complex models such as waterfalls, funnels, gauges, and many other components.

In Power BI, you can create visualization in two ways. First is by adding from the right side pane to Report Canvas. By default, it is the table type visualization, which is selected in Power BI. Another way is to drag the fields from right side bar to the axis and value axis under Visualization. You can add multiple fields to each axis as per the requirement. In Power BI, it is also possible to move your visualization on the reporting canvas by clicking and then dragging it. You can also switch between different type of charts and visualizations from the Visualization pane.

Power BI attempts to convert your selected fields to the new visual type as closely as possible. In Power BI, we have two types of map visualization - bubble maps and shape maps. If you want to create a bubble map, select the map option from the visualization pane. To use a bubble map, drag the map from Visualizations to the Report Canvas.

To display values, you have to add any location object to the axis. In the value fields, you can see that it accepts values axis such as City and State and or you can also add longitude and latitude values. To change the bubble size, you need to add a field to the value axis. You can also use a filled map in data visualization, just by dragging the filled map to the Report Canvas.

In data visualization, it is also required to plot multiple measures in a single chart. Power BI supports various combination chart types to plot measure values. Combination charts are the most suitable option for these kind of requirement. Let us say we have a revenue field and we have added a new data source that contains customer-wise unit quantity and we want to plot this in our visualization. Once you add a data source, it will be added to the list of fields on the right side.

You can add units to the column axis as shown in the following screenshot. In Power BI, when you add a dataset to your visualization, it adds a table chart to the Report canvas. You can drag the fields that you want to add to the report. You can also select the checkbox in front of each field to add those to the Report area. You can also perform a sort in the table using an arrow key at the top of the column.

The order of the columns in a table is determined by the order in the value bucket on the right side. If you want to change the order, you can delete any column and add the other one. You can also undo summarize or apply different aggregate function on numerical values in the table. To change the aggregation type, click the arrow in the value bucket in front of the measure and you will see a list of formulas that can be used.

Another table type in Power BI is the matrix table that provides a lot of features such as auto sizing, column tables, and setting colors, etc. In Power BI, you can also modify the colors in the chart. When you select any visualization, it has an option to change the color. To open these options, go to the Format tab as shown in the following screenshot.

Once you click, you can see all the options available. When you expand the Legend field, you have an option where you want to display the legend. Similarly, you have data colors. In case, you want to change the color of any data field, you can use this option. It shows all objects and their corresponding colors in the chart.

You also have Analytics feature in the tool, where you can draw lines as per requirement in data visualization. You can opt for a dashed, dotted, or a solid line. You can select Transparency level, color, and position of the line. Sometimes it is required that you need to add static text, images, or shapes to your visualization.

To add shapes, images and text box, navigate to the Home tab and at the top you will find an option to add images. You can insert different shapes in data visualization. To see the available shapes, click the arrow next to the Shapes button. When you click on the text box, it adds a text box in your Report canvas. You can enter any text in the text box and use the rich text editor to make formatting changes.

Similarly, images can be added to data visualization to add logos or other images to data visualization. When you click the Image option, it asks for a path to pass the image file. You can add shapes by selecting any shape from the dropdown list.

You can also resize it using different options. In Power BI, you have flexible options to adjust the page layout and formatting such as orientation and page size of your report. Navigate to Page View menu from the Home tab and the following options are provided. By default, the page size in a report is ; however, it is also possible to change the page size of the report. To change the page size, navigate to the Visualization pane and select Paint brush.

In some scenarios, you may want to use the same layout and visuals for different pages. Power BI provides an option to create a copy of the page. When you use Duplicate Page option, a new page is added with similar layout and visuals. To duplicate a page, right-click the Page and select Duplicate Page option. This will create a copy of the same page with the name - Duplicate of Page1.

Now, if you want to rename an existing page or delete a page, you can use other options as shown in the above screenshot. To import data from the excel sheet, you have to ensure that each column has a proper name. Also note that it is not necessary your Excel file should only be saved on the Local Drive. Once the dataset is imported, you are ready to create the reports in Power BI.

Double-click Datasets. Then, navigate to the Explore tab. This will open a new Report Canvas. All the fields from your table and corresponding columns are available under the Fields option on the right side of the screen. In this chapter, you will learn how to share Power BI dashboard for report sharing, printing, publishing, etc. Once BI reports are created in Power BI desktop, you can also share the reports with other business users. All BI reports, dashboards, and data can be shared with other colleagues and business users in the organization.

Once you select the Publish service, your visuals, custom measures and reports are all packaged and published to Power BI service. Power BI files have an extension. When the upload is in process, you get a dialog box that Publishing is in process. You can also view Quick Insights and open the shared report from the dialog box.

It is also required sometimes to take printouts of your reports and dashboards. It will open a Print dialog box. You can select the Printer on which you want to take the printout of the report. When you click the Export to option, it generates a CSV file. Once you select this option, it opens a new dialog that creates an embed code for this report to include in the website or email.

Option says: Get a link or embed code that you can include on a public website. You may use publish to web functionality to share content on a publicly available website. You may not use this functionality to share content internally, which includes through your email, your internal network, or intranet site. Publish a live version that will remain synchronized with the source report in Power BI. Any changes you make to the report will immediately be reflected in the published public version.

When you select - Create Embed code, Power BI prompts that you want to share your data with everyone on the internet. The following message is displayed: You are about to create an embed code for this report. Once published, anyone on the Internet will be able to access the report and the data it contains, and Microsoft may display the report on a public website or a public gallery. Before publishing this report, ensure you have the right to share the data and visualizations publicly.

Do not publish confidential or proprietary information, or an individual's personal data. If in doubt, check your organization's policies before publishing. The link can be sent via email or it can be used as an iframe in a web page.

Let us say, you want to delete an embed code. Navigate to the Gear icon at the top of the screen as shown in the following screenshot. Then go to Manage Embed codes. To remove an embed code click the ellipsis mark … in front of the report name and select the Delete option. When you click the Delete option, it will ask you if you want to delete publish to web code. Once you are sure, click Delete. In Power BI, you can also share dashboard, report, and dataset as a package with your colleagues.

To create a content pack, click the Gear box icon in Power BI workspace as shown in the following screenshot. Once you select Create content pack, you will be prompted with a new dialog box. You can choose if you want to distribute this content pack with Specific Groups or My Entire Organization. If you want to share this with specific people, you have to enter email addresses. You can also add a Title and description of the content pack as shown in the following screenshot.

At the bottom of the page, you have an option to select the components you want to publish. When a content pack is created, you can also go back and edit the shared objects of the content pack. Whenever you update any dashboard, BI report, you are prompted if you want to update the shared content. If you see a small icon in front of the name of the content pack, it shows that the content pack is updated. When you select the edit button, you will reach the home screen, where you can create a new content pack.

Power BI accepts all the changes you make to the content pack and publishes the updated content pack to the content pack gallery. DAX is also known as function language, where the full code is kept inside a function. DAX programming formula contains two data types: Numeric and Other. Numeric includes - integers, currency and decimals, while Other includes: string and binary object. In Power BI, you can use different function types to analyze data, and create new columns and measures.

Power BI provides an easy way to see the list of all functions. When you start typing your function in the formula bar, you can see the list of all functions starting with that alphabet.

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Apple macbook pro price in indonesia	To configure page sizes, backgrounds, and other page information, select the Format icon with no visualization selected. They are consumers of reports in your My workspace. It's a free do-over, which you can do as many times as you like until the expand process looks the way you want it. Pavan Lalwani. In the Filter Rows dialog box, drop down the Enter or select a value field next to equals and select State.
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Rouge the bat	It allows you to connect to different flat files, SQL database, and Azure cloud or even web platforms such as Facebook, Google Analytics, and Salesforce objects. Microsoft Power BI is a cloud-based service that helps you easily visualize and share insights using your organization's data. When Power BI is installed, it launches a welcome screen. To duplicate a page, right-click the Page and select Duplicate Page option. Power BI is a Software as a Service SaaS offering in the Azure cloud, and, as such, the Microsoft product team follows a strategy of cloud first as they develop and add new features to the product. However, if you change the visualization type in the report, the visualization on the dashboard doesn't change.
1 world sync	Brian Knight is the owner and founder of Pragmatic Works, and is a serial entrepreneur, starting up other companies. The following message is displayed: You are about to create an embed code for this report. The sharing feature is only available with Power BI Pro version. There is a limitation of 1 million row for returning data while using DirectQuery. Since no data is imported to the Power BI Desktop, that means it is less important how powerful your personal laptop is because all query results are now processed on the source server instead of your laptop.
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