Overview

Power BI Data Analysis and Visualization provides a roadmap to vendor choices and highlights why Microsoft’s Power BI is a very viable, cost effective option for data visualization. The book covers the fundamentals and most commonly used features of Power BI, but also includes an in-depth discussion of advanced Power BI features such as natural language queries; embedding Power BI dashboards; and live streaming data. It discusses real solutions to extract data from the ERP application, Microsoft Dynamics CRM, and also offers ways to host the Power BI Dashboard as an Azure application, extracting data from popular data sources like Microsoft SQL Server and open-source PostgreSQL. Authored by Microsoft experts, this book uses real-world coding samples and screenshots to spotlight how to create reports, embed them in a webpage, view them across multiple platforms, and more. Business owners, IT professionals, data scientists, and analysts will benefit from this thorough presentation of Power BI and its functions.

Full Product Details

Author:   Suren Machiraju ,  Suraj Gaurav
Publisher:   De Gruyter
Imprint:   De|G Press
Weight:   0.476kg
ISBN:  

9781547416783

ISBN 10:   1547416785
Pages:   287
Publication Date:   10 September 2018
Audience:   Professional and scholarly ,  Professional & Vocational ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   Available To Order  
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Table of Contents

Chapter 1: Introducing Data Visualization  1 Overview of Technology  1 Importance of Data Visualization  1 Data Visualization Tools  2 Understanding Power BI  2 Comparing Microsoft Power BI and Tableau  3 Key Features of Power BI  4 Sign Up for Free  5 Receive Data from Multiple Data Sources  5 Obtain Key Metrics of Your Business  5 Quick Insights  5 Data-Driven Decision Making from Anywhere  6 Advanced Features of Power BI  6 Embed Power BI Reports and Dashboards into a Web App  6 Real-Time Streaming  6 Support for Natural Language Query  6 Share Content Pack  7 Integration with Cortana  7 Variants of Power BI  7 Power BI Desktop  7 Power BI Service  30 Publishing a Report  38 Summary  41 Chapter 2: Power BI Azure Application  43 Embedding Power BI Reports into a Web App  43 Real-Time Streaming  47 Exploring Real-Time Streaming Datasets  47 Different Ways of Pushing Data  48 Viewing Real-Time Streaming of Data  48 Quick Insights  58 Summary  64 Chapter 3: Power BI on Microsoft Stack  65 Getting Data into Power BI from SQL Server  65 Using the Import Option  65 Using the DirectQuery Option  69 Data Modeling  74 Creating Relationships Among Tables  74 Using Data Analysis Expressions  82 Using Calculated Columns  84 Using Calculated Tables  86 Creating a Report  88 Creating a Report Using the DirectQuery Option  89 Creating a Report Using the Import Option  95 Saving the Report  96 Publishing the Report  98 Gateway Setup  100 Understanding Gateways  100 Types of Gateways  100 Downloading and Installing the On-Premises Data Gateway  101 Configuring Gateway  107 Adding a Data Source  110 Natural Language Querying  116 Data Refresh in Power BI  123 Configuring Scheduled Refresh  124 Creating Content Packs  129 Power BI Integration with Cortana Suite  133 Creating a Cortana Answer Page and Publishing It  133 Enabling Cortana to Access the Dataset  136 Adding Power BI Credentials to Windows 10  140 Accessing the Report through Cortana  144 Summary  149 Chapter 4: Power BI on Open Source Stack  151 Integrating PostgreSQL with Power BI  151 Downloading and Installing Npgsql Connector  151 Getting Data into Power BI  155 Data Modeling  158 Creating Relationship between Tables  159 Data Analysis Expressions  162 Creating a Calculated Column  163 Creating a Report  165 Saving the Report  185 Publishing the Report  186 Data Refresh in Power BI  188 Setting Up Scheduled Refresh  189 Creating Content Packs  204 Summary  210 Chapter 5: Power BI on ERP Applications  211 Defining CRM  211 Functions of a CRM Solution  211 Microsoft Dynamics CRM  212 Benefits of Microsoft Dynamics CRM  212 Sign Up for Microsoft Dynamics CRM Online  213 Creating Sample Data for Dynamics CRM  217 Getting Data into Power BI  219 Creating Reports  222 Leads Revenue by Employee  222 Leads Revenue by Company  228 Loans by Category  230 Loans Summary  231 Deep Linking in Power BI  233 Adding a New User  233 Row-Level Security in Power BI  237 Defining Roles and Rules  238 Validating the Role within Power BI Desktop  240 Deploying the Report  242 Managing Security  242 Working with Members  244 Validating the Role within Power BI Service  246 Sharing the Report  247 Summary  249 Chapter 6: Conclusion  251 Introducing Data Visualization  251 Power BI Azure Application  252 Power BI on Microsoft Stack  252 Power BI on Open Source Stack  253 Power BI on ERP Applications  254 Index  255

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Author Information

Suren Machiraju is Technical Business Partner with the Bill & Melinda Gates Foundation where he provides technology guidance and designs software solutions to help partners achieve organization objectives. Previously he was Engineering Manager, Azure Services at Microsoft; the founding member/manager of the Azure Customer Advisory Team; and Group Program Manager of the Connected Systems, Windows Server Customer Advisory Team. He is an innovator with over 20 patents relating to Electronic Document Interchange and Transport Protocols. Suraj Gaurav is a cloud technologist and previously worked at Microsoft as Principal Engineering Manager where he led a team of talented engineers who built and ran the Exchange datacenter services. Prior to that, he worked on the Commerce Platform where he designed the first consumption based billing model for Microsoft which was used by Azure for its commercial launch in February 2010. Suraj specializes in cloud services, commerce transactions, B2B messaging, EDI, and healthcare protocols.

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