PowerBI

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    Books
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    "The Definitive Guide to DAX" by Marco Russo and Alberto Ferrari

    This comprehensive guide on Data Analysis Expressions (DAX) for Power BI explores essential concepts, functions, and practical scenarios, empowering you to use DAX effectively in your reports.

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    "Microsoft Power BI Quick Start Guide" by Devin Knight, Mitchell Pearson, and Scott Seward

    This guide presents a step-by-step method for using Power BI, making it perfect for beginners. It details essential features and techniques. Learn to create impactful reports and dashboards with ease.

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    "Pro Power BI Desktop" by Adam Aspin

    A practical guide that dives into advanced features of Power BI Desktop. It includes tips on data modeling, visualizations, and best practices to create professional reports.

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    "Power BI for Dummies" by Marco Russo and John A. Wiley

    This user-friendly book introduces the fundamentals of Power BI, making it ideal for beginners. It guides you through connecting data sources and building reports with ease. You’ll also learn how to create impactful visualizations and share insights effectively. Perfect for anyone looking to enhance their data skills!

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    "Power Query for Power BI and Excel" by Gil Raviv

    Focusing on Power Query, this book teaches efficient data cleaning and transformation techniques. It’s an essential resource for anyone using Power BI or Excel. You’ll learn how to streamline your data preparation process, making your analysis more effective. Mastering these skills will significantly enhance your data handling capabilities.

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    "Analyzing Data with Power BI and Power Pivot for Excel" by Alberto Ferrari and Marco Russo

    This book delves into data modeling and analysis techniques using Power BI and Power Pivot. It offers valuable insights into creating effective data models that enhance your analytical capabilities. You'll learn how to structure your data for optimal performance and how to leverage advanced features for deeper analysis.

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    "The Power BI Book" by Rami K. A. S. T. Al Shahrani

    This practical guide covers Power BI comprehensively, from basic to advanced features. It includes essential data visualization techniques that help you present insights effectively. Additionally, you'll find performance optimization tips to enhance your reports and dashboards.

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    "Power BI: A Beginner's Guide to Data Visualization" by Aidan Finn

    This introductory book is perfect for those new to Power BI, offering a solid foundation in creating visual reports and dashboards. It covers the essential tools and techniques needed to get started, ensuring you can effectively present your data. With clear explanations and practical examples, you'll quickly learn how to transform raw data into engaging visuals.

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    "Mastering Power BI" by Brett Powell

    This advanced guide delves into in-depth topics like advanced data modeling, DAX functions, and best practices for creating impactful visualizations. It equips you with the knowledge to tackle complex data challenges and optimize your reports for maximum effectiveness. With practical examples and expert insights, you'll enhance your skills and elevate your Power BI projects.

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    "Data Visualization with Power BI" by Parul Bansal

    This book emphasizes the art of data visualization, teaching you techniques to create compelling visuals that effectively communicate insights using Power BI. It covers best practices for design, color usage, and layout to enhance your presentations. With practical examples and tips, you'll learn how to transform complex data into clear, engaging visuals.

    Reference Materials

    DAX (Data Analysis Expressions) Functions

    Category

    Function

    Description

    Aggregate

    SUM()

    Returns the total of a numeric column.

     

    AVERAGE()

    Calculates the mean of a numeric column.

     

    MIN()

    Returns the smallest value in a column.

     

    MAX()

    Returns the largest value in a column.

     

    COUNT()

    Counts the rows in a column.

     

    DISTINCTCOUNT()

    Counts the unique values in a column.

     

    SUMX()

    Evaluates and sums an expression for each row in a table.

     

    AVERAGEX()

    Averages an expression for each row in a table.

    Logical

    IF()

    Returns one value if a condition is true, another if false.

     

    AND()

    Checks if all conditions are true.

     

    OR()

    Checks if any condition is true.

     

    SWITCH()

    Evaluates expressions against a list of values.

    Text

    CONCATENATE()

    Combines two text strings into one.

     

    CONCATENATEX()

    Concatenates text for each row in a table.

     

    LEFT()

    Returns a specified number of characters from the start.

     

    RIGHT()

    Returns characters from the end of a string.

     

    SEARCH()

    Finds the position of a substring.

     

    REPLACE()

    Replaces part of a string.

    Date and Time

    TODAY()

    Returns the current date.

     

    NOW()

    Returns the current date and time.

     

    YEAR()

    Extracts the year from a date.

     

    MONTH()

    Extracts the month from a date.

     

    DAY()

    Extracts the day from a date.

     

    DATEDIFF()

    Returns the difference between two dates.

    Filter

    FILTER()

    Returns a table filtered by an expression.

     

    ALL()

    Ignores filters in a calculation.

     

    CALCULATE()

    Performs calculations with filters applied.

    Statistical

    MEDIAN()

    Returns the median of a column.

     

    VAR()

    Returns the variance of a numeric column.

     

    STDEV()

    Returns the standard deviation of a column.

    Power Query M Functions

    Category

    Function

    Description

    Text

    Text.Upper()

    Converts text to uppercase.

     

    Text.Lower()

    Converts text to lowercase.

     

    Text.Combine()

    Combines a list of text values.

    Date and Time

    Date.Year()

    Extracts the year from a date.

     

    Date.Month()

    Extracts the month from a date.

     

    Date.Day()

    Extracts the day from a date.

    Number

    Number.Round()

    Rounds a number to the nearest integer.

     

    Number.Abs()

    Returns the absolute value of a number.

    Logical

    if...then...else

    Performs conditional logic in Power Query.

    Power BI Visualizations Features

    Function

    Description

    NOW()

    Returns the current date and time.

    TODAY()

    Returns the current date.

    DATEDIF(start_date, end_date, unit)

    Calculates the difference between two dates.

    Example Project
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    Service Now Power BI Template

    This Power BI template is designed to load ServiceNow records from the task table via the REST API. I referenced Alberto Colombo's blog post to create this template.

    Software

    Dependency

    Power BI Desktop

    Template

    Power BI Desktop

    Theme

    Glossary of Terms

    Term

    Meaning

    Rest API

    A REST API (Representational State Transfer) allows interaction with web services using HTTP.

    ServiceNow

    A platform for handling customer service requests like incidents, changes, and problems.

    This template was created in Power BI Desktop for Report Server but can be used in both Report Server (RS) and Service environments.

    To use the template, the user must enter parameters as follows:

    • servicenow_url: https://YOUR_COMPANY_NAME.service-now.com/
    • assignment_group: A single assignment group (e.g., "Service Desk").
    • closed_date_offset: Adjusts the system's closed date for more accurate completion status updates (typically set to 3).
    • domain_name: Used to retrieve a list of users from Active Directory.

    The first connection requires authentication. You can use your local ServiceNow credentials or a service account.

    Source https://github.com/PowerBi-Projects/ServiceNow

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    Contributing

    This project welcomes contributions. Most contributions require agreeing to a Contributor License Agreement (CLA), granting us the right to use your contribution. The CLA-bot will guide you through this process when you submit a pull request. You only need to complete this once across all repos using the CLA.

    The project follows the Microsoft Open Source Code of Conduct.

    Data/Telemetry

    This project collects usage data to improve Microsoft products.

    Disabling Telemetry in Power BI Desktop

    To disable telemetry:

    1. Go to File > Options > Options.
    2. Select Usage Data and uncheck the option to send usage information.
    3. Click Ok.

    Source https://github.com/PowerBi-Projects/powerbi-desktop-samples

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    PowerBI-visuals-RadarChart

    A radar chart is a graphical method for displaying multivariate data with three or more quantitative variables represented on axes that start from the same point. The axes are arranged radially, evenly spaced, and share the same scale. Each variable is plotted along its axis, and the data points are connected to form a polygon. Radar charts are useful for comparing variables and identifying high or low values, making them ideal for applications like skill analysis, product comparison, or performance evaluation.

    Radar Chart Fields:

    • Category: A list of categories for each radar item (string values).
    • Y-axis: Values for each category, which can accept multiple values and are used for cross-filtering with other visuals.

    Selection

    You can select data points for filtering, with multi-selection allowed within one coverage area. To clear selections, click the "Clear" button at the top right corner of the visual.

    Radar Chart Settings:

    • Legend
      • Title: Toggle the legend title on or off.
      • Name: Title name for the legend.
      • Color: Legend caption color.
      • Position: Legend positioning (Top, Bottom, Left, Right, Top Center, Bottom Center, Left Center, Right Center).
      • Text Size: Adjust the size of the legend text.

    Source https://github.com/PowerBi-Projects/PowerBI-visuals-RadarChart

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    PowerBI Visual Tools (pbiviz)

    The easiest way to create custom visuals for Power BI is by using the Power BI command line tools, which can be easily installed via NPM. These tools provide everything you need to develop, test, and package visuals for live Power BI reports and dashboards.

    Features

    1. Visual project generation
    2. TypeScript and Less compilation
    3. Automatic live reload
    4. Packaging (for distribution)

    Basic Setup

    Before using the tools, you need to install NodeJS.

    • NodeJS 4.0+ required (5.0 recommended)

    Installation

    To install the Power BI command line tools, run the following command:

    bash

    npm install -g powerbi-visuals-tools

    To verify the installation, run pbiviz without any parameters to see the help screen.

    How to Build a Visual?

    Refer to the official documentation repository for more information on building visuals.

    Usage

    Learn more about the tools through the following guides:

    • Installation Guide
    • Usage Guide
    • Debugging Guide
    • Change Log
    • Visuals API Changes
    • API Roadmap and Change Log

    Source https://github.com/PowerBi-Projects/PowerBI-visuals-tools

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    Pulse Chart

    The Pulse Chart displays key events on a timeline and allows you to play back the data to uncover insights. As events appear, the playback pauses to filter the report, revealing hidden relationships and drawing attention to specific insights. The chart has an auto-play feature that starts the playback automatically when the report loads. Pulse Charts are especially useful for publishing to the web or sharing reports with colleagues.

    When a data point is selected, a customizable popup appears. You can define the title, description, and whether or not to show the timestamp, helping to emphasize important details.

    Creating a Pulse Chart is simple: just provide time series data and add columns to define the events. Non-blank values in these columns represent events, which will be shown as circles on the chart.

    Source https://github.com/PowerBi-Projects/powerbi-visuals-pulsechart

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    PowerBI Visuals WordCloud

    A Word Cloud is a visual representation of word frequency and value, providing an instant insight into the most important terms in your data. In Power BI, the interactive Word Cloud visual allows you to quickly identify prominent or prevalent terms without manually sifting through large volumes of text. You can use Power BI’s interactivity to explore and uncover the underlying themes behind the text content.

    The visual lets you control the appearance of the word cloud, including the size, usage of space, and data handling. You can choose whether to break words based on frequency or keep them intact to project measures. Enabling stop words removes common terms to reduce clutter. You can also rotate the words and adjust angles to create a more dynamic display.

    Optionally, a measure can be used to add weightage to the text. If no measure is provided, the visual defaults to word frequency. For additional customization, check out the formatting pane for more options.

    Source https://github.com/PowerBi-Projects/PowerBI-visuals-WordCloud

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    PowerBI Visuals Tornado

    Tornado charts are a variation of bar charts where data categories are listed vertically, with the largest bars appearing at the top, followed by the second largest, and so on. This arrangement creates a visual resembling a tornado, hence the name.

    Tornado charts are commonly used to illustrate the sensitivity of a result to changes in selected variables. They show how varying each input variable (while keeping others at their initial values) impacts the output. Typically, for each input, you define a "low" and a "high" value to demonstrate the effect of these changes.

    Source https://github.com/PowerBi-Projects/PowerBI-visuals-Tornado

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    PowerBI Decision Analytics Hub

    The PowerBI Analytics Hub offers a fantastic opportunity to dive into a range of interactive and data-driven visualizations. It's an excellent resource for anyone looking to explore insights from different datasets, whether you're analyzing sales, business performance, or market trends. What stands out about this repository is its continuous evolution, with more dashboards and data analyses being added regularly.

    The repository is designed to make it easy for decision-makers to gain actionable insights, and its open nature encourages contributions from others. Whether you're a data analyst or just someone interested in exploring the power of Power BI, this collection provides a comprehensive and accessible way to get started and stay engaged with evolving data trends.

    Source https://github.com/virajbhutada/powerbi-projects-collection

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    Power BI Dashboards Repository

    This repository is an excellent resource for anyone interested in exploring and leveraging Power BI for data analysis. It presents a well-organized collection of interactive dashboards that cater to various business intelligence needs, from HR analytics to financial performance. The structure of the repository is straightforward, making it easy to get started, and the inclusion of detailed project descriptions and data sources adds value for users looking to replicate or customize the dashboards. Whether you're a beginner or experienced analyst, this repository provides valuable insights and hands-on learning opportunities for mastering Power BI.

    Source https://github.com/imenbkr/Power-Bi-dashboards

    Expert Answers

    To add custom visuals in Power BI, go to the "Visualizations" pane and select "Import a visual from a file." You can explore visuals in Power BI's gallery or upload your own .pbiviz file to enhance your reports.

    In Power BI, you can filter data using several methods to improve your reports. **Slicers** offer an interactive way to refine data across visuals with user-friendly buttons. The **filter pane** allows you to apply filters that impact the entire report or specific pages. Additionally, you can filter individual visuals directly, ensuring that the most relevant insights are highlighted for your audience.

    A **report** in Power BI is a comprehensive, multi-page document that presents detailed data and visuals, allowing for in-depth analysis. In contrast, a **dashboard** serves as a single-page summary, showcasing key insights and metrics, often drawn from various reports. Dashboards are designed for quick assessments and facilitate monitoring performance at a glance, making them ideal for high-level overviews.

    To set up scheduled refresh in the Power BI service, navigate to "Settings", then select "Datasets." From there, find the "Scheduled refresh" option and configure your desired refresh frequency. Keep in mind that scheduled refresh is exclusively available for datasets within the Power BI service and not for those created in Power BI Desktop. This feature ensures your reports and dashboards always display the latest data without manual updates.

    The CALCULATE function in Power BI is a powerful tool that alters the context in which a data expression is evaluated. By using CALCULATE, you can apply specific filters or conditions to your calculations, enabling more precise data analysis. This function is essential for scenarios where you need to compute values based on varying criteria or modify how data is aggregated.

    To create a custom metric or calculation in Power BI, navigate to the **"Fields"** pane and right-click on the table where you want to add the measure. From the context menu, select **"New measure."** This will open a formula bar where you can enter your DAX formula. After entering your formula, hit Enter, and your new measure will be created, ready to be used in your reports and visualizations.

    DAX (Data Analysis Expressions) is a powerful formula language designed for creating calculations and custom data analysis in Power BI. It plays a crucial role in building complex data models and dynamic reports, allowing users to perform advanced calculations and aggregations.

    To add a new column in Power BI, right-click the desired table in the "Fields" pane and select "New column." This will allow you to enter a DAX formula that performs a specific calculation for each row in the table. By creating calculated columns, you can enrich your data model with additional insights tailored to your analysis needs.

    In Power Query, you can utilize various transformation tools to effectively manage missing values in your dataset. Options include replacing missing values with nulls, filling gaps with nearby values, or applying custom logic to address the absence of data. This functionality is crucial during the data cleaning process, as it ensures your analysis remains accurate and reliable by handling data gaps appropriately, thereby enhancing the quality of your reports and insights.

    To optimize report performance in Power BI, focus on simplifying your queries and using summarized data wherever possible. Remove any unused columns to streamline your datasets and reduce processing time. Additionally, leverage aggregations to enhance the speed of data retrieval and apply incremental refresh to update only the new data instead of the entire dataset.