Teach Yourself VISUALLY Power BI

A comprehensive and fully visual guide to Microsoft Power BI

Teach Yourself VISUALLY Power BI collects all the resources you need to master the everyday use of Microsoft's powerful data visualization software and delivers them in a single, easy-to-use volume. Fully illustrated, step-by-step instructions are combined with crystal-clear screenshots that walk you through the basic and advanced functions of Microsoft Power BI.

Teach Yourself VISUALLY Power BI offers the best visual learning techniques with complete source material about the interface and substance of Power BI, as well as:

• Stepwise guidance on working with, transforming, and processing data sources
• Instructions for customizing data visualizations to create informative and presentation-ready charts and graphs
• Full-color, two-page tutorials on the more advanced features of Power BI, including app integrations and data access with DAX

The fastest, easiest way for visual learners to get a handle on Microsoft Power BI, Teach Yourself VISUALLY Power BI is a can't-miss resource, loaded with useful tips for newbies and experts alike.

Chapter 1 Getting Started with Power BI

What Is Power BI? 4

Understanding the Different Components of Power BI 6

Understanding Power BI as Part of the Power Platform 7

Install Power BI Desktop 8

Start and Pin Power BI Desktop 10

Explore the Power BI Workspace 12

Chapter 2 Connecting Power BI to Your Data

Grasp How Power Query Editor Works with Power BI Desktop 18

Connect Power BI Desktop to a Local File 20

Save, Close, and Open Power BI Reports 22

Start Working with the Sample Dataset 24

Connect to a Power BI Dataset 28

Connect to a SharePoint List 30

Connect to a SQL Server Database 34

Chapter 3 Cleaning and Shaping Data

Remove Duplicate Values 40

Replace Values in a Column 42

Split a Column Using a Delimiter 44

Group Data 46

Add a Calculated Column 48

Add an Index Column 50

Chapter 4 Modeling Data in Model View

Create Dimension Tables 54

Create Relationships Between Tables 58

Create a Star Schema 62

Create a Hierarchical Schema 64

Using the Properties Pane 70

Chapter 5 Creating Basic Visualizations

Create a Bar Chart 74

Apply Filters to Visuals 76

Format the Y-Axis of a Bar Chart 78

Format the X-Axis of a Bar Chart 80

Add and Format the Data Category of a Bar Chart 82

Move a Bar Chart’s Legend and Add Gridlines 84

Add a Zoom Slider and Update Bar Colors 86

Add Data Labels to a Bar Chart 88

Add an Image to the Plot Area Background 90

Create a Line Chart or Area Chart 92

Format the Axes of a Line or Area Chart 94

Add a Legend to a Line or Area Chart 96

Move the Legend and Add Gridlines to a Line or Area Chart 98

Add a Zoom Slider and Steps to a Line or Area Chart 100

Add Data Markers and Labels to a Line or Area Chart 102

Format the Data Labels of a Line or Area Chart 104

Chapter 6 Creating Advanced Data Visualizations

Create and Format a Gauge Chart 108

Create and Format a KPI Visual 112

Create a Matrix Visual 116

Format a Matrix Visual 118

Format the Values and Column Headers of a Matrix Visual 120

Format the Row Headers of a Matrix Visual 122

Format the Row Subtotals and Grand Totals of a Matrix Visual 124

Format the Specific Column and Cell Elements of a Matrix Visual 126

Create a Waterfall Chart 128

Format a Waterfall Chart 130

Format the X-Axis and Legend of a Waterfall Chart 132

Add and Format Breakdowns in a Waterfall Chart 134

Create, Format, and Label a Funnel Chart 136

Create a Pie Chart or Donut Chart 140

Format a Pie Chart or Donut Chart 142

Create a Treemap Chart 144

Format a Treemap Chart 146

Chapter 7 Showing Geographic Data on Maps

Create a Proportional Symbol Map 150

Create a Choropleth Map 152

Add Conditional Formatting to a Choropleth Map 154

Enable Power BI’s Preview Features 156

Create an Isarithmic Map 158

Create a Skyscraper Map 160

Chapter 8 Using Calculated Columns and DAX

Understanding DAX and Why You Should Use It 164

Add All Numbers in a Column 166

Perform Division 168

Check a Condition 170

Count the Number of Cells in a Column 172

Return the Average of All Numbers in a Column 174

Join Two Text Strings into One Text String 176

Apply Conditional Formatting in Tables 178

Chapter 9 Using Analytics and Machine Learning

Identify Outliers 184

Find Groups of Similar Data by Clustering 186

Create a Dataflow 188

Apply Binary Prediction with AutoML 192

Chapter 10 Creating Interactive Reports

Planning to Create a Report 198

Start a Report and Add a Title 200

Add Visuals to a Report 202

Add Slicers to a Report 206

Control Which Visuals and Slicers Interact 208

Enable and Control Drill-Through Actions 210

Split a Page into Sections 214

Add Bookmarks and Navigation to a Report 218

Chapter 11 Publishing Reports and Dashboards

Set Up a Workspace 224

Ask Questions About the Data 226

Publish a Report to the Power BI Service 228

Set Up Row-Level Security 230

Add Tiles to a Dashboard 232

Share a Dashboard 234

Schedule Data Refreshes 236

Publish a Report to the Web 238

Index 240

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