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 Skryť popis